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2 hours ago
Yes, I also did a backdoor in 2024 and indicated so on the TT desktop app. Thanks for confirming.
2 hours ago
Hi, I ran into an issue with my taxes. and I'm confused what to put down. Is EERETIREDED in ny or exempt? These are the options I'm given below: New York IRC 414(h) NY tax exempt New York ...
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Hi, I ran into an issue with my taxes. and I'm confused what to put down. Is EERETIREDED in ny or exempt? These are the options I'm given below: New York IRC 414(h) NY tax exempt New York IRC 414(h) Subject to NY tax
2 hours ago
Well, my total Soc Sec Benefits will include my Medicare, so if box 5 includes all benefits from Social Security (including Medicare), then it sounds like my Medicare amounts will be taxable because ...
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Well, my total Soc Sec Benefits will include my Medicare, so if box 5 includes all benefits from Social Security (including Medicare), then it sounds like my Medicare amounts will be taxable because they will be included in box 5?
2 hours ago
Yes, this did work for getting data populated on the worksheet as requested. It's still a little odd to me that there are so many other fields on the worksheet to enter data and these two are the onl...
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Yes, this did work for getting data populated on the worksheet as requested. It's still a little odd to me that there are so many other fields on the worksheet to enter data and these two are the only ones that are required to get past form error checking. Now just a curiosity thing and doesn't affect me one bit, but it made my head hurt when TT was saying I had less than $20,000 in qualified foreign income when the only information that it had requested heretofore was how much total foreign income (% of Box 1a), which was in fact over $20,000. It was less than $20,000 qualified income (qual % of Box 1a), but it didn't know that. It may have been applying the ratio for the entire 1099-DIV, but that would be erroneous since the 1099-DIV was for many funds. Anyway, thanks again!
2 hours ago
It depends if your RMD requirements were met from other distributions. here is how to report.
If you have multiple Traditional IRAs, the IRS allows you to calculate the RMD for each but take ...
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It depends if your RMD requirements were met from other distributions. here is how to report.
If you have multiple Traditional IRAs, the IRS allows you to calculate the RMD for each but take the total sum from just one account. In this case, you don't actually need to "report" the $0 distribution for the second account.
When you enter the 1099-R for the account that did pay out, TurboTax will ask: "How much of this distribution was an RMD?" * Select "Only part of this distribution was an RMD" (or use the $0 method depending on your version).
Enter the total aggregated RMD amount for all your IRAs here. This tells the software that the distribution you took covered the requirements for your other "silent" IRAs.
If you didn't take any distribution (or didn't take enough) to cover that specific IRA’s requirement, you must file Form 5329 to report the shortfall and potentially request a waiver of the penalty (which is now 25%).
Go to the Federal section > Wages & Income.
Find the Retirement Plans and Social Security section.
Click Start/Revisit next to IRA, 401(k), 403(b) (1099-R).
Even if you have no 1099-R, continue through the screens. Look for a screen titled: "Did You Miss a Required Distribution?"
Answer Yes, select the account type (IRA), and enter the amount you were supposed to take versus what you actually took ($0).
Once this is reported, a 5329 will be generated to report the "shortfall" and report the penalty. The IRS does not require a specific "Total RMD Amount" to be listed on your Form 1040. They only care about the taxable amount and the 5329.
2 hours ago
From what I can find online, the NYS inflation refund checks appear to be taxable at the federal level, for everyone. Per the NY.gov site, link below, the refund was based on your income and filing ...
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From what I can find online, the NYS inflation refund checks appear to be taxable at the federal level, for everyone. Per the NY.gov site, link below, the refund was based on your income and filing status, not whether you itemized deductions. Per several articles online, two links below, the state could have structured the refund program differently to potentially avoid federal taxation, but they didn't do so for whatever reasons. I may be mistaken, but that's how I'm interpreting it. https://www.tax.ny.gov/pit/inflation-refund-checks.htm https://www.syracuse.com/politics/2025/10/ny-inflation-refund-checks-are-taxable-what-you-need-to-know.html https://www.wxxinews.org/new-york-public-news-network/2025-10-01/you-should-report-gov-kathy-hochuls-inflation-refund-checks-on-your-taxes
2 hours ago
I am having the same problem with TurboTax Premier 2025 for Desktop. I have tried everything I can think of including the suggestions below and when the form comes up it shows no explanation. The e...
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I am having the same problem with TurboTax Premier 2025 for Desktop. I have tried everything I can think of including the suggestions below and when the form comes up it shows no explanation. The explanation just disappears and I get the error message that I need to complete it when I do a review.
2 hours ago
My sole proprietor small business is a qualified business according TT definition, I do not have any qualified employees according to TT. When Reviewing Oregon it says I need to Check This Entry, Ent...
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My sole proprietor small business is a qualified business according TT definition, I do not have any qualified employees according to TT. When Reviewing Oregon it says I need to Check This Entry, Enter number of qualifying employees, it will not accept the number 0. How do I get around this?
Topics:
2 hours ago
Somewhere in the program, you have entered a tax form with state tax withheld but did not enter the state. Review your forms and enter the missing state.
2 hours ago
From what I can find online, the NYS inflation refund checks appear to be taxable at the federal level, for everyone. Per the NY.gov site, link below, the refund was based on your income and filing ...
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From what I can find online, the NYS inflation refund checks appear to be taxable at the federal level, for everyone. Per the NY.gov site, link below, the refund was based on your income and filing status, not whether you itemized deductions. Per several articles online, two links below, the state could have structured the refund program differently to potentially avoid federal taxation, but they didn't do so for whatever reasons. I may be mistaken, but that's how I'm interpreting it. https://www.tax.ny.gov/pit/inflation-refund-checks.htm https://www.syracuse.com/politics/2025/10/ny-inflation-refund-checks-are-taxable-what-you-need-to-know.html https://www.wxxinews.org/new-york-public-news-network/2025-10-01/you-should-report-gov-kathy-hochuls-inflation-refund-checks-on-your-taxes
2 hours ago
Correct, line 7 is not used for the enhanced deduction, line 14 is.
Instructions for Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and Trusts - line 14 instructions (on page 10...
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Correct, line 7 is not used for the enhanced deduction, line 14 is.
Instructions for Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and Trusts - line 14 instructions (on page 10) states: You may adjust your 2025 taxable income here for any provision you did not account for elsewhere on Form 2210 before calculating your 2025 tax subject to underpayment of estimated income tax. Schedule 1-A (Form 1040) 2025 provides for new additional deductions for qualified tips, qualified overtime compensation, qualified passenger vehicle loan interest, and the enhanced deduction for seniors
2 hours ago
Yes. There is a Next Button but it doesn’t do anything. It just stalls at that point.
2 hours ago
Since Line 8A of your part-year resident Form 500 (Schedule 3) involves several different figures, I would like to take a closer look for you. However, I need a diagnostic file which is a copy of you...
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Since Line 8A of your part-year resident Form 500 (Schedule 3) involves several different figures, I would like to take a closer look for you. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
Please tag me in your response with your token number so I can take a closer look.
2 hours ago
@disdavsb
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to t...
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@disdavsb
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
2 hours ago
Please, see the link below for instructions:
How do I find my license code
2 hours ago
When you can see the form in the transfer window, can you scroll down and click on anything else, like Insert, Continue or Next?
2 hours ago
I’m running TurboTax Desktop 2025 on a Windows 11 Dell laptop and have been tracking update behavior closely since November. I’m seeing a repeating pattern of intermittent update failures, DNS resolu...
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I’m running TurboTax Desktop 2025 on a Windows 11 Dell laptop and have been tracking update behavior closely since November. I’m seeing a repeating pattern of intermittent update failures, DNS resolution errors, and inconsistent installer behavior. I’m posting the details here to see if others are experiencing the same thing and whether Intuit has acknowledged it. What I’m seeing: 1. Intermittent DNS failures Repeated entries in the update log show: “The remote name could not be resolved: ‘downloadpatch.esd.intuit.com’” This happens in bursts — sometimes 20–30 times in a row — even though my internet connection is stable and other sites resolve normally. Manual updates often succeed minutes later. 2. Error 42001 during auto‑update checks This appears during automatic update attempts, but manual updates still install successfully. TurboTax AI has confirmed this error is tied to intermittent connectivity or DNS issues on the update server side, not permissions or antivirus. 3. MSI installer error 1730 I’ve had multiple instances of: “You must be an Administrator to remove this application.” The odd part is that the install succeeds minutes later without changing anything. This suggests an installer elevation glitch rather than a permissions problem. 4. Successful updates that don’t appear in the Installed Updates list Example: 1/21/2026 — “Install succeeded (Program Updates)” …but nothing new appears in the Installed Updates history. 5. Some forms remain locked I can enter data into many forms, but forms like 1116, 8606, and related worksheets still don’t allow input. I assume this is due to IRS finalization timing, but I’m including it in case it’s related. What TurboTax AI has told me: Error 42001 is a transient server handshake failure, not a system issue. DNS failures to downloadpatch.esd.intuit.com are intermittent and external, not caused by my PC. Successful updates confirm my installation and permissions are healthy. Some forms remain locked because they are not yet finalized by the IRS. My questions for the community: Are others seeing repeated DNS failures to downloadpatch.esd.intuit.com? Is error 42001 common this year even when updates eventually install? Has anyone seen MSI error 1730 followed by a successful install minutes later? Do your Installed Updates logs ever show “Install succeeded” without adding anything new to the list? Are forms like 1116 and 8606 still locked for you as of late January? I’m not experiencing any system issues outside TurboTax, and updates do eventually install — it’s the inconsistency and the DNS failures that concern me. Any insight from other users or moderators would be appreciated.
2 hours ago
No, the withdrawal will not be taxed since the Roth Account had been held for more than five years HOWEVER as an Inherited Roth, the account will need to be depleted as required by the 10-year rule, ...
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No, the withdrawal will not be taxed since the Roth Account had been held for more than five years HOWEVER as an Inherited Roth, the account will need to be depleted as required by the 10-year rule, unless their daughter is a minor child, disabled or chronically ill.
Since it is a Roth Account, there are no yearly RMD required, but the account needs to be depleted by the end of the tenth year.
HERE is more information
"10-year rule: If a beneficiary is subject to the 10-year rule,
Empty the entire account by the end of the 10th year following the year of the account owner's (or eligible designated beneficiary's) death"
2 hours ago
Mail it. Or....keep trying to e-file and feeling like you are beating your head against a wall. Print it, sign it in ink, and mail it in.
2 hours ago
Nevermind. I closed TurboTax, re-booted my Mac, re-started TurboTax, and the transfer came through without a hitch.