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If you are unable to account for the additional $5,000 of income from another source we could take a look, see the information below.   If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

SALES TAX You can enter the sales tax you paid for the car you purchased in 2024 by going to Federal>Deductions and Credits>Estimates and Other Taxes Paid> Sales Tax.  You will be asked if you paid sales tax on a major purchase, and you will be able to enter the sales tax you paid for your new vehicle.    Sales tax is an itemized deduction.  Unless you have enough other itemized deductions to exceed your standard deduction the sales tax will have no effect on your tax due or refund.   “Major purchases” that you can enter for the sales tax deduction include: Motor Vehicles (cars, trucks, motor homes, RV’s, sport utility vehicles and off-road vehicles Aircraft or boats Mobile homes Manufactured housing Building materials for major home improvements You cannot deduct: furniture, jewelry, home electronics such as TV’s or computers     States with no sales tax:  Alaska, Delaware, Montana, New Hampshire and Oregon

The IRS will not accept an international phone number for filling purposes. You will need to enter either a "dummy" US phone number, or a phone number from a relative or friend.    See this previous response to a thread by @ToddL99   https://ttlc.intuit.com/community/tax-credits-deductions/discussion/i-do-not-have-a-u-s-phone-number-the-turbotax-program-does-not-accept-my-foreign-phone-number-in-its/00/2244650#:~:text=They%20will%20not,800%2D555%2D1212).

If you want to use the standard mileage rate method in any tax year, you must do so in the first tax year you use your car for business. In later years you can choose to switch back and forth between the methods from year to year. Each year, you’ll want to calculate your expenses both ways and then choose the method that yields the larger deduction and greater tax benefit to you. If you use the actual expense method in the first year you are required to continue to use this method for that specific vehicle in future years.   Please read this TurboTax article for more information.

Hi @dmertz, sorry to bring up this old thread but I think my situation is relevant to this question.   I had $3,850 of excess contributions in 2023, withdrawn in December 2024. I amended 2023 to pay taxes (other income) and the 6% penalty on the excess, but when I withdrew the 2023 excess plus earnings ($4,098) in 2024, the 1099-SA was coded as 2, excess contributions (probably my mistake). This is causing my 2024 return to not appear how I think it should, with only the excess $248 in other income.   I assume I need the administrator to re-issue the 1099-SA with code 1 based on your responses? And if they won't, I guess I will just file how I *think* the 1099-SA should appear and provide an explanation somewhere on the return?   As a side note, Box 2 only has $0.78. When requesting the distribution, I did my own calculation of excess + earnings and this amount is probably the residual that I was off by. Am I understanding correctly that because this is truly not an excess distribution anymore, Box 1 should remain the same, Box 2 should be zero, and Box 3 should be code 1?   Thank you!

Hello.   The State of Oregon is actually very helpful. I emailed them.   They said the Oregon subtraction is only for family leave for 2024. For 2025 only a portion of medical leave benefits are taxable - only the employer portion is taxable.  I have not had time to double check this.   They said they cannot give guidance on how to report for the IRS and not sure what they will do if you report a lower amount on your return than was reported on the 1099.   Not sure if this helps.... But it is the information I have.    

Where do you see this question?  What is the exact wording? On the federal or state side?  If state, which state?   If you have Medicare and a supplemental insurance and that is your only insurance, you would not have a HDHP.  

Line 7b is used if you must file FinCEN Form 114 from the foreign countries listed in 7a.  If FinCEN doesn't apply to you, you will want to make sure you have selected that you did not have any foreign transactions.

Yes, you are correct. The rounding using the IRS required background details does create a few dollars difference overall on many tax returns. Keep in mind that TurboTax must obtain permission from the IRS to be able to submit tax returns and for the IRS to receive them.   There is no reason for concern. You can file your tax return with confidence.   @flyby961 

My total 22k LTCG was added to our 65k income even though the walk thru said congratulations it was taxed at 0% but changed my amount owed to thousands .. we filing married filing jointly so this met the threshold. So why is it adding to my ordinary income along side our SS checks