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TurboTAX you removed the Charity deduction estimator tool?!   Why?  to save YOU money! This is the Last year I buy TurboTax!  One of the reason I buy your software, was the tool, but no more...    
Thank you. It didn't accept whatever I used last year, so I'm dumbfounded. I'll try it again after I calm down.
Merci! je comprends que je suis tot mais l'objectif est justement de faire de la planification aussi des impots dues (en Janvier / février) et c'est problèmatique dans ma progression avec ce bug maje... See more...
Merci! je comprends que je suis tot mais l'objectif est justement de faire de la planification aussi des impots dues (en Janvier / février) et c'est problèmatique dans ma progression avec ce bug majeur(TP-128 Manquant que je dois utiliser un autre outil pour l'estimatation. je vais être patient!
I keep getting the following error in TurboTax online when trying to e-file a 2024 amendment and I see others online have gotten this as well. Why is this happening? The Intuit Electronic Filing... See more...
I keep getting the following error in TurboTax online when trying to e-file a 2024 amendment and I see others online have gotten this as well. Why is this happening? The Intuit Electronic Filing Center is closed for the 2024 Personal Income Tax filing season. November 15, 2025 was the last day to file returns electronically.
If you are working in forms, right-click directly on the "0" (or the box containing it). Select Override from the menu. The box should turn red (this is normal; it indicates a manual entry). Hit Dele... See more...
If you are working in forms, right-click directly on the "0" (or the box containing it). Select Override from the menu. The box should turn red (this is normal; it indicates a manual entry). Hit Delete or Backspace on your keyboard to clear the zero entirely. The box must be empty/blank, not a zero.
A five digit PIN is self-select.   You make it up yourself.
You can use any 5 digit PIN you select.  What you must enter correctly is the AGI from your 2024 federal tax return, Form 1040 Line 11
Thanks, M9241, that was very helpful. Just a couple details to clarify and then it's closed. The only help I got from TT phone support was a suggestion to look at the actual forms. She said the reaso... See more...
Thanks, M9241, that was very helpful. Just a couple details to clarify and then it's closed. The only help I got from TT phone support was a suggestion to look at the actual forms. She said the reason Wifey's calculation reverted to mine was that mine was the best option. I said I didn't believe her. Then she wanted me to click the $60 dollar button for competent help. So I was working through the forms manually when I saw your post. The HSA family max still applied until I went on Medicare in October; then Wifey went to single rate and I could no longer contribute. (I had mistakenly thought my wife's entire 2025 contribution was limited to single 4300 rate). I can still contribute for the 9 months before I went on Medicare, provided I pay before tax time. Form 8889 (you should have it open while reading all this...) is done twice, once for me and once for Wifey. For me, line 3 takes the family max 8550 x 9/12 = 6413. Then for Wifey it takes 8550 x 9/12 (family rate) + 4300 x 3/12 (individual rate) = 7488. (TT gathers this info each month, just as you said.) But we can't BOTH contribute those amounts. There is a comparison to see which choice is better, which is the wife at 7488. So IRS takes MY 6413 to zero on line 6, but carries through Wifey's 7488 to her line 6.  Then line 7 Wifey gets an extra 1000 due to age. My line 7 gets 1000 x 9/12 = 750. So the final 8889 line 13 says 750 on mine, and 8488 on Wifey's. So, a total family contribution of $9238 out of the original 10,550 maximum. It seems like that works, and I have until filing date to finish the contributions. TT "maximum contribution for James is 7163" is an interesting screw-up. On the 8889 form, which TT filled out correctly automatically, they took my line 6 to zero as stated, and added the 750 in line 7; the form shows a total of 750.  Again, TT 8889 shows my contribution at $750, but the software outputs $7163. Bad programming, boys and girls. But look! if we keep the 6413 from line 5, and add the 750, that's 7163. So TT runs through the calcs, and says (DOESN'T SAY) if Dad would make the entire family HSA contribution, he can do 7163, and Wifey is limited to 1000 in addition, for a total family contribution of $8163. Then TT looks at Wifey's 8889, takes away my 6413 to use her 7488, and, if the software wasn't stuck in a loop, TT should say if Wifey would make the family HSA contribution she can do 8488, and Dad is limited to 750 in addition, for a total family contribution of $9238. This is your MAXIMUM family HSA contribution.  so, yeah, really glad for the reminder to look directly at the tax forms, and your explanation of the proportional months was very helpful.  Best of luck and encouragement to all as we fight this software together!
You’re generally correct but IRS timing and form rules can be tricky if they're not clear. Here’s what you need to know.   You are correct that the tax on a conversion is based on your marginal t... See more...
You’re generally correct but IRS timing and form rules can be tricky if they're not clear. Here’s what you need to know.   You are correct that the tax on a conversion is based on your marginal tax rate (your top bracket).   December 2025 Conversion: Since the income was "received" in Q4 (Sept 1–Dec 31), the tax payment is due by January 15, 2026. January 2026 Conversion: Even though it’s only a few weeks later, this is a 2026 tax event. The payment is due by the Q1 deadline: April 15, 2026. The IRS default is to assume you earned your income evenly throughout the year. If you make a huge payment on Jan 15 for a Dec conversion, the IRS will think you were "late" for Q1, Q2, and Q3.   The Solution: You must file Form 2210, Schedule AI (Annualized Income Installment Method). How it works: You don't just put 25%/50% of your total year's income. You actually report what you actually earned during specific windows: Column A (Jan–Mar): Only your standard salary/income. Column B (Jan–May): Only your standard salary/income. Column C (Jan–Aug): Only your standard salary/income. Column D (Jan–Dec): Your full year salary + the Roth Conversion. The Paycheck Data: You are correct—you pull your actual YTD federal withholding from your paystubs for those specific dates and enter them into the form. This "proves" to the IRS that you didn't owe the extra tax until the conversion happened in Q4. Regarding the 60 payback, it has a specific destination requirement:   Where to pay it back: You must pay the "withheld" amount back into the Roth IRA.  Why: A Roth conversion is a distribution from a Traditional IRA that is rolled into a Roth. To have the entire amount count as a conversion (and avoid a 10% early withdrawal penalty on the portion sent to the IRS), you must ensure 100% of the distributed amount ends up in the Roth. The Timing: You have 60 days from the date of the conversion to "replace" the withheld taxes using outside cash. Once that cash is in the Roth, it stays there and grows tax-free. You are allowed to contribute to a Roth IRA for your unemployed wife! As long as you have enough "earned income" (salary) to cover both your 401k contributions and her IRA, you can contribute. For 2025, the limit is $7,000 ($8,000 if she's 50+). For 2026, it's $7,500 ($8,600 if 50+).
You can't enter those expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last... See more...
You can't enter those expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year. 
If any of you who are being rejected by the IRS for this reason have EVER set up a marketplace account, even if you didn’t get insurance, they might have you flagged as having it. Call marketplace & ... See more...
If any of you who are being rejected by the IRS for this reason have EVER set up a marketplace account, even if you didn’t get insurance, they might have you flagged as having it. Call marketplace & have them check. My DIL had this happen & they had her 1095A hidden, so she couldn’t see it until she called them. It won’t help with the TT problem, but perhaps it will save you the issue on other returns! 
According to information from the IRS, the Clean Vehicle Seller Report is to be submitted within 3 days according to this IRS website.   From that website:  "For eligible clean vehicles acquired ... See more...
According to information from the IRS, the Clean Vehicle Seller Report is to be submitted within 3 days according to this IRS website.   From that website:  "For eligible clean vehicles acquired before Sept. 30, 2025, you must submit all reports through IRS Energy Credits Online within 3 calendar days of the date the buyer takes possession of the vehicle."   While the IRS does state that the reports need to be submitted withing 3 calendar days, they do state that it is possible to submit a "corrected" report after those 3 days.   General guidance is to wait at least 15 days for the IRS to process electronically filed forms, however, that amount of time could increase during peak filing season times.
Gm yall!! My account transcript is up and says no tax return filed. This is good. Next week it will update with codes then the week after that… it will update with the 846.
Thanks very much, rjs!  I appreciate your timely clarification.
I need an e-filing PIN, not the Identity Protection PIN. Two different things. I have my new Identity Protection PIN from the IRS. It is 6 digits. How do I get the e-filing PIN? The e-filing PIN can... See more...
I need an e-filing PIN, not the Identity Protection PIN. Two different things. I have my new Identity Protection PIN from the IRS. It is 6 digits. How do I get the e-filing PIN? The e-filing PIN can only be 5 digits.
"I had an RMD for 2024 of $543.00. (RMD on the form 1099-R, which is coded 4.)  I actually took out $3410.60.   So, on Line 4B, the excess is 2,867.60."   That can't be right.  It's impossible to ... See more...
"I had an RMD for 2024 of $543.00. (RMD on the form 1099-R, which is coded 4.)  I actually took out $3410.60.   So, on Line 4B, the excess is 2,867.60."   That can't be right.  It's impossible to believe that the taxable amount is the difference between $3,410.60 and $543.  The RMD amount is not basis (unless the decedent had basis in nondeductible traditional IRA contributions and you did a tricky calculation to figure the amount that you needed to take out so that the nontaxable amount exactly equaled the RMD, but I can see no point in doing that).  In all likelihood the decedent had no basis in nondeductible traditional IRA contributions and the entire $3,410.60 should be appearing on Form 1040 line 4b.   As to your questions, unless you are the surviving spouse of the decedent who was the original owner, whatever amount you put into a Roth IRA is an ordinary  Roth IRA contribution, the same as you could do with any cash that you had.  It can't be a Roth conversion because a non-spouse beneficiary is not permitted to roll over or convert any part of a distribution.  If you are the surviving spouse of the decedent, the $2,867.60 that was put into the Roth IRA could instead be treated as a Roth conversion.
If you are a self employed hairdresser you do not get a W2! You have to keep a record of your income & tips. Schedule 1A should be the place to enter your “No Tax on Tips” exemption. Turbo Tax Home a... See more...
If you are a self employed hairdresser you do not get a W2! You have to keep a record of your income & tips. Schedule 1A should be the place to enter your “No Tax on Tips” exemption. Turbo Tax Home and Business will not let me enter my wife’s tips. it says that self employed can not get the tip exemption but IRS publications says you can. Please help us enter this tip exemption, want to file our Taxes.
I have one error stating-   Form 8962: Your calculations could not be completed. Reference code: 6-399-259   I don't have a 1095-A and I won't get one since I don't have that health plan service.... See more...
I have one error stating-   Form 8962: Your calculations could not be completed. Reference code: 6-399-259   I don't have a 1095-A and I won't get one since I don't have that health plan service. But it won't let me finish filing. When it asks if I need to report a 1095-a and I click no, it still says I have an issue with my tax breaks. I keep hitting continue to bypass but doesn't go anywhere. Please help!
Problem solved! TurboTax calculates the amounts on line 14 of Form 2210AI using the "Qualified Dividends and Capital Gain Tax Worksheet" 4 times! Once for each period. It shows you the worksheet only... See more...
Problem solved! TurboTax calculates the amounts on line 14 of Form 2210AI using the "Qualified Dividends and Capital Gain Tax Worksheet" 4 times! Once for each period. It shows you the worksheet only for the 4th period, but it is using it for each period with the appropriate amounts for each period.   I finally solved it by copying the logic from the QD & CG Worksheet into 4 Excel Worksheets and entering the data from line 13 of Form 2210AI, and the table below it, for each period. With that I am now able to reproduce the results of Turbo exactly!
I see exactly where you are saying to delete the form, but when you click on delete you get another error message saying this form cannot be deleted.  I have used Turbo Tax for many years and have ne... See more...
I see exactly where you are saying to delete the form, but when you click on delete you get another error message saying this form cannot be deleted.  I have used Turbo Tax for many years and have never had an issue.  Very disappointed that Turbo Tax is not correcting this. Talking to other people, they are not having issues with other tax programs.  Since I purchase the business program I do not want to change but might have to.