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Yes, the overtime exemption from OBBA is included with the W-2 entry screen. How you enter this depends on the version of TurboTax you are using.    In TurboTax Online, choose "Overtime" from the... See more...
Yes, the overtime exemption from OBBA is included with the W-2 entry screen. How you enter this depends on the version of TurboTax you are using.    In TurboTax Online, choose "Overtime" from the Category dropdown list for W-2 Box 14. If you don't see this dropdown, follow these steps: After you have entered all your W-2 information, you will come to a screen that says, "Review your box 14 info."  On this page, choose the first option for "Overtime" from the Category dropdown list (if not already selected for you). Continue to the page “Deduct up to $12,500 of your overtime” and hit Continue. Follow the prompts to confirm and/or enter your eligible overtime premium pay and confirm you are not an exempt employee. In TurboTax Desktop: After you have entered all your W-2 information, you will come to a screen that says, "Box 14 is missing info."  On this page, choose the last option for "Other (not classified)" from the Category dropdown list. Continue to the page “Let’s check for uncommon situations” and check the top box for “Overtime.” Continue to the page “Deduct up to $12,500 of your overtime” and hit Continue. TurboTax will ask you if you need help in calculating eligible over time or if you know what to enter. If you know what to enter, and you are not an exempt employee, you will then enter the amount of overtime that is eligible to be deducted on the page “Enter your deductible overtime…”
Did you withdraw the money from your HSA a/c and put it into a non-HSA account? Then it's taxable even if used to pay medical bills. Otherwise, we need more details of what you did and general descri... See more...
Did you withdraw the money from your HSA a/c and put it into a non-HSA account? Then it's taxable even if used to pay medical bills. Otherwise, we need more details of what you did and general description of what you did in Turbotax. If you rolled the money from one HSA to another, there will be no entry for it in TurboTax. You still need to enter the Medical expenses paid  
If the EIN is the same and you work in more than 1 state or city, sometimes they will give you another W2 with the extra state information on it and the top part the same or not filled in. If this is... See more...
If the EIN is the same and you work in more than 1 state or city, sometimes they will give you another W2 with the extra state information on it and the top part the same or not filled in. If this is the case, enter 1 W-2 but include both state and local taxes on it. It will let you type in more than one line for boxes 15-20. Don’t add the boxes together. If the locality in box 20 is the same you can simply combine the values in boxes 18 and then the values in box 19 together.   Same for boxes 12 and 14 if there is no room on the first W2 they can give you another W2 with the extra boxes on it. So list them all on 1 W2. For box 12 just enter it in the next row or box. It doesn’t have to match the box 12 a-d etc.
It is automatic based on your age.    It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 lin... See more...
It is automatic based on your age.    It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. Turbo Tax automatically includes it if you qualify. For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 The maximum deduction is $6,000 for each person 65+. The phaseout is 6% of the amount by which MAGI exceeds $75,000 for single or $150,000 for married filing jointly (MFJ). The MAGI is normally the same as your AGI on 1040 line 11 but with some Foreign items from Form 2555 added back in. On a joint return the phaseout is calculated separately for each person, so the 6% phases out for each spouse. You can not get it if you file MFS Married filing Separate.
Go to this TurboTax website to download the TurboTax desktop software you purchased - https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/
Try: https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax
2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or o... See more...
2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf  
Where I live, most of that stuff now needs to be ordered directly from irs.gov.  Happily they are good with filling our the orders and ship at no cost.  Funny you should mention doing it manually.  B... See more...
Where I live, most of that stuff now needs to be ordered directly from irs.gov.  Happily they are good with filling our the orders and ship at no cost.  Funny you should mention doing it manually.  Been there, too.  In fact, I think I might order the forms this year to see if I could fill them out and arrive at the same outcome as Turbo Tax!
The update (later today or tomorrow) should resolve the 1099-R section.   Not sure about the link issue. You might want to contact Support for that.
When you click the year, did you go down and download the tax file?   It is then available in the download section.
File the statement and the form (attach a copy to the return and send a separate copy to the address listed in the instructions). Also, indicate that the return is final.
There are several deductions that are limited. For Medical you can only deduct the amount OVER 7.5% of your AGI. And the max for SALT (State and Local Tax) is 40,000. I think there is a limit on Char... See more...
There are several deductions that are limited. For Medical you can only deduct the amount OVER 7.5% of your AGI. And the max for SALT (State and Local Tax) is 40,000. I think there is a limit on Charity too.  Are you a dependent or filing as Married filing Separate?  If it's giving you the Standard Deduction and not showing you Schedule A you can check the actual amount of itemized deductions by using by going to Tax Tools on left Tools - Topic Search (top left box) Type in itemized deductions, choosing. It should highlight that in the list, click on GO   Then Click on "Change my deduction". That will display the actual amount of itemized deductions vs. the standard deduction. (Be sure to uncheck "Change my deduction" after checking it so you do not lock in the wrong deduction.
Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was acce... See more...
Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.   Since the IRS will not begin to accept/reject returns until January 26, you are going to be waiting in “pending” for awhile.  Your return is sitting on a server, where you cannot fix  it or get it back.   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.  
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted ... See more...
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk