turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

I received two 1099-R documents, one with distribution code G and another with distribution code H. The distribution code G document is associated with a rollover from a 401(k) to a Rollover IRA. The... See more...
I received two 1099-R documents, one with distribution code G and another with distribution code H. The distribution code G document is associated with a rollover from a 401(k) to a Rollover IRA. The distribution code H document is associated with a rollover from a Roth 401(k) to a Roth IRA. For both documents, I answered the following question as shown below:     Clicking on the "Learn more" link yields the following information:     For just the code G document, I answered the following questions as shown below:       Did I answer all the questions correctly?
In my CRA account, I can see that I’m eligible for some refunds or benefits under the Canada Carbon Rebate and Ontario Trillium Benefits. However, on this platform, it shows that I have zero upcoming ... See more...
In my CRA account, I can see that I’m eligible for some refunds or benefits under the Canada Carbon Rebate and Ontario Trillium Benefits. However, on this platform, it shows that I have zero upcoming payments for both. Could you please help me understand the reason for this discrepancy?
token: 13563578190883649-43985496
If you are trying to access your Home Depot W-2 online, you can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper copy to your address... See more...
If you are trying to access your Home Depot W-2 online, you can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper copy to your address.  The IRS will also assist you.  You can contact the IRS Taxpayer Assistance Center here: Taxpayer Assistance Center Office Locator   Here is an article with more information: What To Do If You Haven't Received a W-2
kkbb   We don't have enough information to make any sort of definitive answer to your case.   It is easy to accidentally enter HSA data that shows that you overcontributed to your HSA.    ... See more...
kkbb   We don't have enough information to make any sort of definitive answer to your case.   It is easy to accidentally enter HSA data that shows that you overcontributed to your HSA.    Please read the following:   One of the purposes of the HSA interview is to determine your annual HSA contribution limit.   As you probably know, the maximum limits in 2024 are: $4,150 - individual with self-coverage $8,300 - individual with family coverage If the HSA owner is 55 or older, then you add $1,000 to these amounts.   However, these limits assume that you were in an HSA all year. If you left the HSA during the year or started Medicare or had one of a number of change events, then the limit is reduced.    There are several major culprits for excess contributions (other than just actually contributing more than the limit).    First, if you did not complete the HSA interview - that is, go all the way until you are returned to the "Your Tax Breaks" page - the limit still might be set to zero, causes a misleading excess contribution message.    There are questions all the way to the end of the interview that affect the annual contribution limit.   Second, it is not unusual for taxpayers to accidentally duplicate their contributions by mistakenly entering what they perceive to be "their" contributions into the second line on the "Let's enter your HSA contributions" screen.   Normally, any employee who made contributions to his/her HSA through a payroll deduction plan has the contributions included in the amount with code "W" in box 12 on the W-2. This is on the first line on this screen (above). Don't enter the code W amount anywhere on the return other than on the W-2 page.   Third, if you weren't in HDHP coverage all 12 months, then the annual contribution limit is reduced on a per month ratio. NOTE, this means that you have to indicate when and under what type of HDHP plan you had. Be sure to answer the questions on the screen entitled "Was [name] covered by a High Deductible Health Plan in 2024?".   Fourth, if you had a carryover of excess contributions from 2023, then this carryover is applied to 2024 as a reduction to the 2024 HSA contribution limit, which could cause an excess condition in 2024 as well. But note: if you had an excess contribution in 2023 but cured it by withdrawing the excess in early 2024, then do NOT report an "overfunding" on your 2024 return.   Fifth, the Family limit ($8,300) is for the aggregate of contributions by both taxpayers, even if both taxpayers have their own HSAs. That is, one taxpayer can’t contribute $8,300 to his/her HSA and the other contribute $4,150 to the other HSA – the $8,300 limit applies to the aggregate of all HSA contributions credited to the family (in this case, the excess contributions would be $4,150.   @kkbb 
Per IRS Publication 502, medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or payments for treatments affecting any structure or functio... See more...
Per IRS Publication 502, medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or payments for treatments affecting any structure or function of the body.  If you visit the link above, you can see a complete list of all the deductible medical expenses.     Remember that to deduct medical expenses, you have to itemize your deductions instead of taking the Standard Deduction.   Can I deduct medical expenses?
If you have entered this as interest on federal obligations, TurboTax will automatically subtract it for you on your state return.  If you are filing in multiple states, you will likely need to tell ... See more...
If you have entered this as interest on federal obligations, TurboTax will automatically subtract it for you on your state return.  If you are filing in multiple states, you will likely need to tell TurboTax to which state the income belongs.
The most common reason why your Medicare wages may be higher than your state wages is due to a 401(K) contribution (Form W-2, Box 12, Code D) or other pre-tax retirement plan contributions.  They are... See more...
The most common reason why your Medicare wages may be higher than your state wages is due to a 401(K) contribution (Form W-2, Box 12, Code D) or other pre-tax retirement plan contributions.  They are subject to Medicare taxes but not to federal or state income taxes.  
I've always left the phone number field blank, still an issue.
Bonjour, Merci de m'avoir répondu rapidement. Par contre, mon problème est avec l'entrée des loyers. Je ne sais pas si je dois entrer le montant pour les deux parents ou seulement pour le demandeur ... See more...
Bonjour, Merci de m'avoir répondu rapidement. Par contre, mon problème est avec l'entrée des loyers. Je ne sais pas si je dois entrer le montant pour les deux parents ou seulement pour le demandeur du crédit pour le couple. Mes parents vivaient ensemble. Les deux ont droit au crédit pour maintien à domicile. Ils ont habité en logement 7 mois et 5 mois en RPA. Je veux le demander pour mon père.  J'ai sélectionné ces deux cases pour ma mère et mon père:     J'ai choisi mon père comme demandeur du crédit pour maintien à domicile:  C'est dans cet écran ci-dessous que je ne sais pas quoi répondre. On demande le loyer pour ma mère et mon père. Même chose pour les inclusions (soins, repas, etc.). Quelle info dois-je remplir?   J'ai ensuite l'écran ci-dessous. Je ne suis pas certaine quoi faire    
Token: [phone number removed][phone number removed]6
Have the same exact error message, which I had last year for 2023 taxes.  After about 2 days on the phone in 2024, printed everything and mailed in the paper taxes returns.  Turbotax support gave me ... See more...
Have the same exact error message, which I had last year for 2023 taxes.  After about 2 days on the phone in 2024, printed everything and mailed in the paper taxes returns.  Turbotax support gave me the run around for hours, sent me to the store to purchase a second license, uninstalled, reinstalled, downloaded and etc.  Had over $250 into purchasing various versions of the software.  NOTHING WORKED!!  Now it has happened again.  The Tech support is absolutely horrible with no resolution or follow-up.  
NEED MY W2 FORM
A rollover from the traditional account in the 401(k) to a Roth IRA would be reported on a separate code G Form 1099-R.  Assuming that you had no after-tax basis in the traditional 401(k) account, th... See more...
A rollover from the traditional account in the 401(k) to a Roth IRA would be reported on a separate code G Form 1099-R.  Assuming that you had no after-tax basis in the traditional 401(k) account, the taxable amount in box 2a of the code-G Form 1099-R should be the same as the amount as in box 1.
All previous years, I was able to transfer part of tuition to a parent with the free version. This year TurboTax free is asking me to upgrade for this. Am I missing something? Thank you !
No.  Since the military income is in his name, he is responsible for the payment of the taxes and must report them on his tax return UNLESS there are specific provisions in your divorce settlement.  ... See more...
No.  Since the military income is in his name, he is responsible for the payment of the taxes and must report them on his tax return UNLESS there are specific provisions in your divorce settlement.  In general, the domestic attorney should have specification in the separation agreement.
Hey all, this question is specifically for the compensation summary section on the PA state return. As background, I'm a remote worker for a company based in NY, and I moved from NY to PA at the end ... See more...
Hey all, this question is specifically for the compensation summary section on the PA state return. As background, I'm a remote worker for a company based in NY, and I moved from NY to PA at the end of the year.   My W2 splits my income between NY and PA, so this section shows two rows for my employer, one with a PA state code and an NY state code. For each row, I need to say whether the income is taxable by PA, and what amount of it is taxable.   The NY state code row shows all of my income for the year. The PA row shows the income post-move. As another wrinkle, my location information was adjusted slightly late, so the PA row is undercounting the amount I earned in PA (shows ~5% when it should be ~15%).   My questions are: Do I say any of my NY state code row is taxable in PA, and if so, how much? Should I update my PA state code row to reflect the undercounting (i.e. raise the 5% to 15%)
Can I add it for 2024 if I missed adding it for 2023?