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December 1, 2025
1:10 PM
Yes you fill it out. They want to know how much tax withholding you want taken out. Like 10% or 20% or nothing. It’s not the actual tax due on the pension, it’s just an estimated withholding amou...
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Yes you fill it out. They want to know how much tax withholding you want taken out. Like 10% or 20% or nothing. It’s not the actual tax due on the pension, it’s just an estimated withholding amount. You still have to enter the total gross pension on your tax return to figure the tax on all your income. Then you will get credit for the withholding taken out giving you a refund or tax due for more. Do you get Social Security Disability? It might not be taxable. Is the pension and disability the only income you have? If your total income is less than $15,750 (17,750 if over 65) it is not taxable and you don’t have to file a tax return except to get back any withholding taken out.
December 1, 2025
1:07 PM
1 Cheer
@GRussell given the decline and low revenues of turbotax desktop (1% of Intuit's total $20bn revenue) and clear direction of Intuit towards the higher revenue online/live services, it seems unlikely ...
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@GRussell given the decline and low revenues of turbotax desktop (1% of Intuit's total $20bn revenue) and clear direction of Intuit towards the higher revenue online/live services, it seems unlikely that Intuit would expand their desktop offering into linux.
December 1, 2025
12:51 PM
Capital losses offset capital gains, not interest and dividend income.
However, if you have a capital loss that is more than your capital gains, you can deduct $3000 of that loss against any ot...
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Capital losses offset capital gains, not interest and dividend income.
However, if you have a capital loss that is more than your capital gains, you can deduct $3000 of that loss against any other income (wages, interest, dividends, prizes, etc.). Any un-used loss will be carried over to next year, and used to offset any gains first. If there is still a loss carryover after zeroing out your gains, you can deduct another $3000 against other income, and the cycle continues.
December 1, 2025
12:47 PM
Join us right here on April 1st any time between 9:00am - 5:00pm Pacific Time for a special co-branding of our Ask the Experts event series. In partnership with MetLife Legal Plans, we'll be answeri...
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Join us right here on April 1st any time between 9:00am - 5:00pm Pacific Time for a special co-branding of our Ask the Experts event series. In partnership with MetLife Legal Plans, we'll be answering any of your tax questions, such as life changes, employee stocks, investments, maximizing deductions & credits, lowering taxable income, as well as how these situations may impact your tax situation.
RSVP by clicking the “Yes” button on the right, then join us in the TurboTax Community forums to get live answers from Tax and Financial Experts. As a MetLife Legal Plans member, we’ve dedicated this day to help provide the confidence you need to file your taxes. Ask unlimited questions like:
Is the deadline still 4/15 even with natural disasters in the U.S.?
How will an extension impact my taxes for later in the year?
I bought a second property this year as a rental - am I considered a landlord with taxes?
Where are the best tax breaks for reducing my taxable income - this year and next?
How The Day will work:
On the day of the event, this page will be refreshed with a link to access the Special Event Forum. Tax and finance experts will be online and ready to tackle your tough questions and engage in real-time conversation with you. Just sign in to the TurboTax Community, and select the teal blue ‘Ask a Question’ button at the top of our special event forum to start a conversation! Note: If it is after 9 am Pacific Time on April 1st, and you don't see the event link yet, just refresh this page and it will appear.
Millions of customers come to the TurboTax Community every month—we hope that you’ll join us for this special event on April 1st.
REMINDER — TurboTax products may be included with your MetLife Legal Plans benefits! If you are a MetLife Legal Plans member, you can:
Prepare and file one federal and one state tax return with any TurboTax do-it-yourself product at no additional cost
Work with a dedicated TurboTax expert to prepare and file your taxes at a discount
Access the TurboTax refund calculator, tax bracket calculator, planning checklists and other helpful tips
To access your MetLife Legal Plans benefits, visit https://login.legalplans.com/register to log in or create an account. Then under ‘Debt Matters,’ select ‘Tax Preparation & Filing’ to access your benefits. Filing with TurboTax is included with your Legal Plan — Complete and file at no additional cost!
December 1, 2025
12:40 PM
Join us right here on March 11th any time between 9:00am - 5:00pm Pacific Time for a special co-branding of our Ask the Experts event series. In partnership with MetLife Legal Plans, we'll be answer...
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Join us right here on March 11th any time between 9:00am - 5:00pm Pacific Time for a special co-branding of our Ask the Experts event series. In partnership with MetLife Legal Plans, we'll be answering any of your tax questions, such as life changes, employee stocks, investments, maximizing deductions & credits, lowering taxable income, as well as how these situations may impact your tax situation.
RSVP by clicking the “Yes” button on the right, then join us in the TurboTax Community forums to get live answers from Tax and Financial Experts. As a MetLife Legal Plans member, we’ve dedicated this day to help provide the confidence you need to file your taxes. Ask unlimited questions like:
Do I still qualify for any of the home energy credits in 2025?
How do RSUs, ESPPs and employee stocks differ?
If I maximize my 401K, will that reduce my taxable income for this year?
I started a small side business this year, how can I get the biggest tax breaks?
Does remote work qualify as a home office?
I changed jobs this year - what does that mean for my tax situation?
Is it better to itemize deductions or take the standard deduction?
How The Day will work:
On the day of the event, this page will be refreshed with a link to access the Special Event Forum. Tax and finance experts will be online and ready to tackle your tough questions and engage in real-time conversation with you. Just sign in to the TurboTax Community, and select the teal blue ‘Ask a Question’ button at the top of our special event forum to start a conversation! Note: If it is after 9 am Pacific Time on March 11th, and you don't see the event link yet, just refresh this page and it will appear.
Millions of customers come to the TurboTax Community every month—we hope that you’ll join us for this special event on March 11th.
REMINDER — TurboTax products may be included with your MetLife Legal Plans benefits! If you are a MetLife Legal Plans member, you can:
Prepare and file one federal and one state tax return with any TurboTax do-it-yourself product at no additional cost
Work with a dedicated TurboTax expert to prepare and file your taxes at a discount
Access the TurboTax refund calculator, tax bracket calculator, planning checklists and other helpful tips
To access your MetLife Legal Plans benefits, visit https://login.legalplans.com/register to log in or create an account. Then under ‘Debt Matters,’ select ‘Tax Preparation & Filing’ to access your benefits. Filing with TurboTax is included with your Legal Plan — Complete and file at no additional cost!
December 1, 2025
12:32 PM
The TTD will be available on December 16, 2025.
Thank you for choosing TurboTax.
December 1, 2025
12:30 PM
I'm a retired person who is receiving a pension from their deceased spouse and it's a private company and this company wants me to fill out w-4p for tax purposes for whatever reason the only thing I ...
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I'm a retired person who is receiving a pension from their deceased spouse and it's a private company and this company wants me to fill out w-4p for tax purposes for whatever reason the only thing I did is change my address shouldn't those already be taken out before my pension is distributed to me I'm not sure why they want me to do this Do I have to fill out this or just should I get a hold of the company Also I'm not sure if this makes any difference but I also am on disability
Topics:
December 1, 2025
12:27 PM
Join us right here on February 25th any time between 9:00am - 5:00pm Pacific Time for a special co-branding of our Ask the Experts event series. In partnership with MetLife Legal Plans, we'll be ans...
See more...
Join us right here on February 25th any time between 9:00am - 5:00pm Pacific Time for a special co-branding of our Ask the Experts event series. In partnership with MetLife Legal Plans, we'll be answering any of your tax questions, such as life changes, employee stocks, investments, maximizing deductions & credits, lowering taxable income, as well as how these situations may impact your tax situation.
RSVP by clicking the “Yes” button on the right, then join us in the TurboTax Community forums to get live answers from Tax and Financial Experts. As a MetLife Legal Plans member, we’ve dedicated this day to help provide the confidence you need to file your taxes. Ask unlimited questions like:
What are the biggest tax breaks?
How do I lower my taxable income?
What does my marital status change (e.g. divorce, marriage) mean for my taxes?
How are taxes impacted by my investments like employee stocks, RSU / ESPPs?
Should I itemize deductions or take the standard deduction?
What are the latest tax law changes?
Are there new small business deductions for this year?
How The Day will work:
On the day of the event, this page will be refreshed with a link to access the Special Event Forum. Tax and finance experts will be online and ready to tackle your tough questions and engage in real-time conversation with you. Just sign in to the TurboTax Community, and select the teal blue ‘Ask a Question’ button at the top of our special event forum to start a conversation! Note: If it is after 9 am Pacific Time on February 25th, and you don't see the event link yet, just refresh this page and it will appear.
Millions of customers come to the TurboTax Community every month—we hope that you’ll join us for this special event on February 25th.
REMINDER — TurboTax products may be included with your MetLife Legal Plans benefits! If you are a MetLife Legal Plans member, you can:
Prepare and file one federal and one state tax return with any TurboTax do-it-yourself product at no additional cost
Work with a dedicated TurboTax expert to prepare and file your taxes at a discount
Access the TurboTax refund calculator, tax bracket calculator, planning checklists and other helpful tips
To access your MetLife Legal Plans benefits, visit https://login.legalplans.com/register to log in or create an account. Then under ‘Debt Matters,’ select ‘Tax Preparation & Filing’ to access your benefits. Filing with TurboTax is included with your Legal Plan — Complete and file at no additional cost!
December 1, 2025
12:14 PM
If you create different scenarios by varying the returns. When you save a file as.tt24, each return counts as one. What version of TurboTax Desktop do you have? Each version provides a different numb...
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If you create different scenarios by varying the returns. When you save a file as.tt24, each return counts as one. What version of TurboTax Desktop do you have? Each version provides a different number of returns. More information can be found at https://turbotax.intuit.ca/tax/software/desktop
Thank you for choosing TurboTax.
December 1, 2025
12:12 PM
@Newlifestarts120608 wrote:
Does it make a difference if none of the children are his biologically? My kids are 16, 14, 12 and 6. Survivor Benefits come to them so it is not marked as income I a...
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@Newlifestarts120608 wrote:
Does it make a difference if none of the children are his biologically? My kids are 16, 14, 12 and 6. Survivor Benefits come to them so it is not marked as income I am just the "in care of" because they are under age. I make 45,000 yearly and husband makes 34,000. I live with my mom but pay most of the bills because she is disabled while also saving what money I can aside, he lives with his brother and doesn't pay a lot for his bills so his money is saved.
Appreciate all the help!
For head of household:
You must pay more than half the total costs of the "household" where you live. It sounds like that household includes you, the children, and your mother, but not your spouse. It doesn't matter who claims the children as tax dependents if they live in your household. So you need to add up all the costs of the household, and see if you pay more than half. Household costs include rent or mortgage, utilities, food eaten in the home, and so on. Household expenses does not include personal expenses for the various people living in the home, like their clothing or travel or medical expenses. See worksheet #1 in publication 501.
https://www.irs.gov/pub/irs-pdf/p501.pdf
Add up the household costs, and determine how much you pay, how much your mother pays, and how much is paid from the survivor benefits. (Even though it is not taxable income, it might be money used for household expenses, depending on how it is used.). If you pay more than half the total household expenses, you can file as HOH.
For claiming a dependent:
He has the same standing to claim step-children as dependents as a biological parent. If you file a joint tax return, there is no problem claiming the dependents on that joint return.
The bottom line:
The bottom line is that you have to test both scenarios. Either
(1) you file HOH and he files MFS (married filing separately), or
(2) you file a joint return (MFJ, married filing jointly).
Both seem to be allowed in this case, if you lived apart since your marriage and you pay more than half the costs of your current household. There are a number of tax benefits for MFJ and HOH that are denied to MFS, but we don't know if he would use those benefits. So the only way to know for sure which way gets the largest refund, is to try it both ways before filing.
My guess is that MFJ will be better, because of how the $2000 child tax credit works when you add his income. But that's just a guess, you have to do the math yourself and see.
December 1, 2025
12:12 PM
Topics:
December 1, 2025
11:58 AM
If you would like to contact our phone support team, you can call them at 1-888-829-8608.
You can always find our current contact information on this TurboTax Canada FAQ: Contact Us
December 1, 2025
11:56 AM
You deal with it when you get a statement or tax form. There will be no need to amend a previous return
December 1, 2025
11:54 AM
Only TurboTax for 2025 is available.
December 1, 2025
11:43 AM
Yes. And actually the 3,000 loss goes against all your income. If you have a net loss for the year (after you subtract the losses from your gains) you can only deduct up to 3,000 (1,500 MFS) per...
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Yes. And actually the 3,000 loss goes against all your income. If you have a net loss for the year (after you subtract the losses from your gains) you can only deduct up to 3,000 (1,500 MFS) per year. The rest of the loss you have to carry over each year until it is used up. You can't skip a year. If you use Turbo Tax it will automatically carry over the loss for you. Then in the future if you have a lot of gains you can use up more of the carryover loss. You get to first offset the carryover loss against any gains you have each year so that can use more of it up.
December 1, 2025
11:41 AM
Hi: I tried to contact the TurboTax and Intuit toll free phone numbers, but they don't seem to wor. Are there new phone numbers?
December 1, 2025
11:40 AM
It doesn’t matter that the kids are not his biological children. Step children are treated for tax purposes the same as biological children.
December 1, 2025
11:39 AM
Hi: I am conducting a sensitive analysis of my future taxes and I would like to save each condition as a different "tt24" file. Is there a limit for the number of these files that can save without...
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Hi: I am conducting a sensitive analysis of my future taxes and I would like to save each condition as a different "tt24" file. Is there a limit for the number of these files that can save without a cost?
Topics:
December 1, 2025
11:37 AM
I understand I can use up to $3,000 of long or short term losses to offset dividends or interest in a tax year. If I have a greater than $3,000 loss in a year, does Turbo tax automatically apply the ...
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I understand I can use up to $3,000 of long or short term losses to offset dividends or interest in a tax year. If I have a greater than $3,000 loss in a year, does Turbo tax automatically apply the excess loss to the following years dividends or interest up to $3,000?
December 1, 2025
11:27 AM
Does it make a difference if none of the children are his biologically? My kids are 16, 14, 12 and 6. Survivor Benefits come to them so it is not marked as income I am just the "in care of" because t...
See more...
Does it make a difference if none of the children are his biologically? My kids are 16, 14, 12 and 6. Survivor Benefits come to them so it is not marked as income I am just the "in care of" because they are under age. I make 45,000 yearly and husband makes 34,000. I live with my mom but pay most of the bills because she is disabled while also saving what money I can aside, he lives with his brother and doesn't pay a lot for his bills so his money is saved. Appreciate all the help!
