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3 hours ago
@Me173 wrote: Any idea how to get this to efile? You can't, simply put; you'll have to print and mail.
3 hours ago
No response from State yet, I’m going to update the state website response telling them what I think the problem was and that I’m filing an amendment. I think if I don’t file an amendment now that I...
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No response from State yet, I’m going to update the state website response telling them what I think the problem was and that I’m filing an amendment. I think if I don’t file an amendment now that I know there was a non-impact error, they could deny again and charge me interest and penalties. State should have included a reason, or since they modified my return anyway, they could have deleted that line (G distribution code item) and everything else would have stayed the same, rather than zeroing the whole form. Also Turbo Tax should have a check for this, and not allow it for Michigan Pension Income.
3 hours ago
This error occurs because of a specific e-filing rule in New York State that requires Box 16 (State distribution) to be populated if there is an amount in Box 14 (State tax withheld). Even though yo...
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This error occurs because of a specific e-filing rule in New York State that requires Box 16 (State distribution) to be populated if there is an amount in Box 14 (State tax withheld). Even though your $840 withholding is clearly less than your $14,000 distribution, if Box 16 is left blank, tax software (like TurboTax) reads it as $0. The software then incorrectly flags an error because $840 appears to be greater than $0.
How to Fix the 1099-R Error
Navigate to the Federal section > Wages & Income > Retirement Plans and Social Security (1099-R) and Edit your 1099-R.
Find the field for Box 16 (State distribution). Enter the same amount from Box 1 (Gross distribution)—in your case, $14,000. Note: Many financial institutions leave this box blank because it is understood to be the same as the federal amount, but New York requires it to be explicitly filled for e-filing.
Ensure Box 15 has "NY" selected and includes the Payer’s State ID number. If the state ID is missing from your form, you can often use the Federal Payer ID (EIN).
Run Smart Check again. The error should disappear, allowing you to proceed with your New York state return.
3 hours ago
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3 hours ago
TurboTax is designed to verify that the RMD for each specific Form 1099-R you enter has been met. This creates issues if you satisfied your total RMD by taking a larger distribution from one account ...
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TurboTax is designed to verify that the RMD for each specific Form 1099-R you enter has been met. This creates issues if you satisfied your total RMD by taking a larger distribution from one account and a smaller (or no) distribution from another.
When TurboTax asks di you "Take a Distribution of RMD", it is asking you to confirm whether the money you withdrew was intended to satisfy your mandatory yearly withdrawal. If you have met your total RMD but the software is still showing a penalty, on the RMD screen for each 1099-R, select "The entire distribution was an RMD" and enter the distribution amount as the RMD for that specific account. This signals to TurboTax that you are satisfied with that account's withdrawal.
3 hours ago
3 hours ago
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3 hours ago
Hi - Arkansas says I need to file a nonresident tax form (there's no threshold below which you don't have to file), but I only owe $1. It is absurd that Intuit wants to charge me $64 for the state t...
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Hi - Arkansas says I need to file a nonresident tax form (there's no threshold below which you don't have to file), but I only owe $1. It is absurd that Intuit wants to charge me $64 for the state tax in TurboTax online, or $45 for the desktop version. So, I deleted the Arkansas return from TurboTax online, and tried to start TurboTax Desktop starting from the online version. But when I do this, even though I deleted the AR state and have already downloaded the state edition for the state where I live, TT Desktop is giving me Error 190 because I don't have the AR edition downloaded. How do I clear this?
3 hours ago
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3 hours ago
I need to sign out, how do I save my work I've done.
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3 hours ago
1 Cheer
No, you can't prepare a tax return for someone else under your Online Account and send them a link to approve in TurboTax. AI answered your question incorrectly. TurboTax is only licensed for perso...
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No, you can't prepare a tax return for someone else under your Online Account and send them a link to approve in TurboTax. AI answered your question incorrectly. TurboTax is only licensed for personal use and not third party providers.
To file an additional return using TurboTax Online, you will need to create a new account.
3 hours ago
I need to generte 2 forms of 1116. The first one is from my income ( higher) and then I would like to generate another credit for Dividend income. When I insert the first income, TT is categorizing it...
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I need to generte 2 forms of 1116. The first one is from my income ( higher) and then I would like to generate another credit for Dividend income. When I insert the first income, TT is categorizing it as dividend - giving me no option to categorize this as salary / General income
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3 hours ago
what it means code Z- section 199A information?
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3 hours ago
I am helping my college-age child (older than 18) with her taxes. I do not believe that she needs form 8615, but there is no way to remove it in TurboTax. The background: - She had significant...
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I am helping my college-age child (older than 18) with her taxes. I do not believe that she needs form 8615, but there is no way to remove it in TurboTax. The background: - She had significant earned income from summer job and jobs during the school year (far exceeding any levels of parental support that we provide her) - She also had unearned income greater than $2700. The criteria for filing a form 8615 is: - unearned income > $2700 - "Was a full-time student at least age 19 and under age 24 at the end of 2025 and didn’t have earned income that was more than half of the child's support." My daughter does not meet the second criteria at all. I can see from the 'forms' view in turbotax that there is checkbox at top of 8615 which asks about the criteria, but that section of the form is not editable in TurboTax. TurboTax seems to assume that solely because my child has unearned income > $2700, then she must include form 8615. Any ideas? I think it's clear that she is not required to file form 8615, right?
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3 hours ago
How. can a company compete when they can't fix problems preventing potential customers from ordering their products? The only way I could order was by having the rep do it for me. She was able to g...
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How. can a company compete when they can't fix problems preventing potential customers from ordering their products? The only way I could order was by having the rep do it for me. She was able to give me a discount when I asked for one.
3 hours ago
For the 2025 tax year in Georgia, you follow a deduction approach similar to federal rules but with some key differences. Standard vs. Itemized Deductions: Georgia allows you to choose between its...
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For the 2025 tax year in Georgia, you follow a deduction approach similar to federal rules but with some key differences. Standard vs. Itemized Deductions: Georgia allows you to choose between its own standard deduction or itemizing deductions like on your federal return. Generally, if you itemize federally, you also itemize on your Georgia return when filing separately. Bonus Depreciation: Georgia doesn't conform to the federal 100% bonus depreciation rule. You must add back any federal bonus depreciation and depreciate assets using Georgia-specific rules. SALT Deduction Cap: While federal SALT deductions are capped at $40,000 temporarily, Georgia limits this deduction to $10,000 for 2025. You will need to make adjustments on your Georgia return for bonus depreciation and SALT deductions compared to your federal return.
3 hours ago
Thanks again @pk for reviewing my questions. You mentioned "But note that no matter what you do there is no FTC --- so it is just any possible reduction in Indian tax outlay." , but following the ...
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Thanks again @pk for reviewing my questions. You mentioned "But note that no matter what you do there is no FTC --- so it is just any possible reduction in Indian tax outlay." , but following the suggestion from the community on how to get Foreign Tax Credit for the TDS that I paid for the Indian Govt, I am seeing a Tax Credit. What could I be missing here? Here is how to claim your foreign tax credit in TurboTax. Go to Federal Deductions and credits Estimate and other taxes paid Foreign Tax Credit>start or revisit As you go through the screens, when it asks "Tell Us About Your Foreign Taxes" select none of these apply. When it asks if you wish to take the deduction and credit, take the credit. Continue through until you reach a screen that says "No other income or expenses" Say no Continue through until it asks the income type, say Passive Income Next add a country pick India Other Gross Income say Sale of Personal Property and the Gross Amount of the sale Continue through the interview until it asks for the foreign taxes you paid, here record the amount. Now you are done reporting the foreign taxes. Just keep going through the section without making any more entries. You will have finished reporting your gross income from the sale and the foreign taxes paid.
3 hours ago
You stated the SC return in Turbo Tax was updated 2 weeks ago. My South Carolina return is doing an addback on standard deduction adjustment. It is Line 2e, Fed to State differences addback fro...
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You stated the SC return in Turbo Tax was updated 2 weeks ago. My South Carolina return is doing an addback on standard deduction adjustment. It is Line 2e, Fed to State differences addback from OBBB Smart Worksheet: Standard Deduction Adjustment $1,500 ($750 on my daughter's single status return) Is this the amount from SC INFORMATION LETTER #26-4 (Revised)? It lists items adopted at the Federal Level but not by SC. The increase in the standard deduction amount was one of those things, along with consideration for OT pay and tips.
3 hours ago
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