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November 9, 2025
1:43 AM
Context: I stayed in NJ and worked in NY state in 2024. My wife worked in a different state for the entire 2024 and doesn't have any income from NJ sources. I filed my NJ state taxes as "married filin...
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Context: I stayed in NJ and worked in NY state in 2024. My wife worked in a different state for the entire 2024 and doesn't have any income from NJ sources. I filed my NJ state taxes as "married filing separately", but NJ state is counting my wife's income while calculating taxes.
I have received a notice from the NJ state that I owe taxes; they are calculating taxes on the combined income that we used for federal filing. After contacting them, they suggested that I amend the return to include only my income during the filing period. When I try to amend the return on Turbotax, I don't see an option to update my income. It's still pulling in our combined income.
How do I update the gross income, so that it only counts my NJ income and doesn't add my wife's income?
TIA! Please let me know if any additional details will be helpful.
Topics:
November 8, 2025
10:45 PM
I'm so fed up with Windows 11 and the BS updates it's downloading. Have wasted hours trying to fix to only find the fix will be in November. The again? TT wants to support this mess ? Going back to...
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I'm so fed up with Windows 11 and the BS updates it's downloading. Have wasted hours trying to fix to only find the fix will be in November. The again? TT wants to support this mess ? Going back to Windows 10. Maybe by tax time MS will have their Windows 11 act together ?
November 8, 2025
9:06 PM
1 Cheer
other options: there's software available that will let you install W11 on a W10 computer (this can't be done with all computers especially older CPUs. Mine is a 4th gen Intel). 1) requires either a ...
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other options: there's software available that will let you install W11 on a W10 computer (this can't be done with all computers especially older CPUs. Mine is a 4th gen Intel). 1) requires either a second hard drive or create a new partition if you only have one HD 9small HDs probably won't work. 2) create a Virtual Machine. I've done it both ways and they work with TT desktop 2025. I don't know if W11 is really more secure; if so, why the monthly security updates. I hate W11s sneaky One Drive and some other features it's just that I have a lot of apps on the W10 that for one reason or another can't be reinstalled on a W11. option one is dual boot which means you're either using the W10 or W11 OS. 2) allows both to operate simultaneously but I do hate the ugly fonts on the W11 VM. Should these go Soutth at some point, my option would be a cheap laptop.
November 8, 2025
9:01 PM
When you report your 1099-R for the 401 withdrawal you will have the opportunity to tell the program that it was reinvested in a retirement account within the sixty day period.
November 8, 2025
8:46 PM
I have a 401K account with TRow Price and an IRA with Fidelity. For some reason TRow Price sent me a disbursement check t out of my 401K account though I am still within the contribution limits for t...
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I have a 401K account with TRow Price and an IRA with Fidelity. For some reason TRow Price sent me a disbursement check t out of my 401K account though I am still within the contribution limits for the year 2025. I am actually happy to get that money because the options in TRow Price 401K portfolio sucks and I could put this money into IRA and can manage it more freely. I am still within the 60 day transfer period too. I know that if the organizations themselves roll over the 401K directly into IRA automatically without any disbursements, there would not be any tax implications as well as no additional paper filing during filing the taxes. Even if I manually roll over this 401K disbursement check too into IRA within 60 days there would not be any tax implications. But if I do it manually, will there be any special paper/form to be filled during filing taxes or it would be like automatic one between organizations too? Appreciate if you could clarify. regards
November 8, 2025
8:19 PM
"Income Lines 15–26 Gross income means all income you received in the form of money, goods, property, and services unless specifically exempt by law. You must report taxable income from everywhere...
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"Income Lines 15–26 Gross income means all income you received in the form of money, goods, property, and services unless specifically exempt by law. You must report taxable income from everywhere, whether from inside or outside the State." --- NJ Use Schedule NJ-COJ to get credit for income tax paid to another state. @abhijaypatne
November 8, 2025
8:02 PM
@clburton1949 "lock or back to pen and paper. Yeah, I still know how. " This is not possible given the current complexity of the US Tax Code.
November 8, 2025
7:22 PM
I hope that we can all agree here that no matter what us little people in tax-paying land know (or don't know) about business revenue, the "folks" making decisions about the future of the TurboTax pr...
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I hope that we can all agree here that no matter what us little people in tax-paying land know (or don't know) about business revenue, the "folks" making decisions about the future of the TurboTax product line are NOT using that product to do their own taxes! Paying taxes is a little people problem. Those "folks" pay their "people" (accountants, CPAs, and tax attorneys) to do that for them. I'll add my own on-topic rant here on the subject of Windows 11 being a POS: Those of us who have used Windows for decades see all the still-remaining cracks under each coat of fresh paint that Microsoft has applied to each major release of Windows. It's this pile of unfinished design work that belies M$' real motive for each release: "brand new shiny" sells more units! They don't give a bug's arse about beautiful underlying design (and therefore there's no way they could create beautifully functional code, hence a never-ending stream of security updates). Here's a great article from the developer of tiny11, a set of PowerShell scripts that aim to trim most of the bloat out of Windows 11. His article digs deep into the underbelly of the latest Windows 11 GUI to reveal a mish-mash of design elements that stretch all the way back to Windows 3.1: https://ntdotdev.wordpress.com/2023/01/01/state-of-the-windows-how-many-layers-of-ui-inconsistencies-are-in-windows-11/ Most of us old-timers notice this cobblework, some of us get truly annoyed by Microsoft's lack of effort, and a few of us wistfully ponder questions like "how many more major releases will it take for Microsoft to finally move all the legacy Control Panel functionality into the consolidated Settings app?" I think the answer is that M$ will never get "it" done, as the priority is not beautiful design, but cornering the desktop computing OS market. I know that for myself, "I'll give up my Windows 10 when they pry it from my cold dead hands" is a conscious reaction to not having any control over Microsoft's ugly design decisions. But eventually the whole application world will just move on (thanks Intuit!), and like @baldietax has mentioned here many times, it will become impossible to resist the force of nature that Microsoft has made itself out to be. The 800 pound gorilla always gets its way in the end. 🦍 Yes, we can move to macOS or Linux for a more consistent design experience (and of course to avoid the rampant spyware in Windows). But both platforms are dwarfed by Windows' market share on desktop and laptop PCs, and as a consequence most commercial software development for that market starts (and typically ends) with Windows. (I think it's a miracle that Intuit ever released a Mac-specific version of desktop Turbo Tax, but they probably did that for their "people" who actually do their taxes...) Desktop virtualization products have come a long way from the original Connectix Virtual PC for System 7.5 on Macintosh. I would encourage anyone with a bit of spare time to come up to speed on this topic. Oracle VirtualBox is free open-source software and does the job for me. I will continue to run all of Intuit's products in a Windows 11 (ugh!) virtual machine, only when I need to, and from the comfort of the "real" operating system running on the bare metal of my PC. For now I will keep Windows 10 as the underlying host operating system, but I can move to Linux or macOS whenever I finally get fed up with Microsoft's antics. Virtual machines are entirely portable and can be moved to a new filesystem or new hardware as simply as copying files in Explorer or Finder. Cheers everyone! 🍻
November 8, 2025
7:00 PM
Sorry 2024 online is now closed. You need to finish using the Desktop program. How to finish a return you started online https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-...
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Sorry 2024 online is now closed. You need to finish using the Desktop program. How to finish a return you started online https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322
November 8, 2025
6:49 PM
How do I open my Ky state tax form to amened after federal taxes have been filed?
Topics:
November 8, 2025
6:40 PM
@crona2000 wrote: …...I called because intuit charged my checking account without my petmission nor knowlege for a digitoal copt of turbo tac 2025..Its Nov. Why would I purchase a copy for next y...
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@crona2000 wrote: …...I called because intuit charged my checking account without my petmission nor knowlege for a digitoal copt of turbo tac 2025..Its Nov. Why would I purchase a copy for next year now?.….. The Desktop programs always come out in November. I don’t think Turbo Tax wants to put it out so early and in such a rough un updated version. But a lot of people want it early to get started and to do estimates for 2025 and to make income and deductions changes before the year end.
November 8, 2025
5:45 PM
Question: Our NJ state income is different than federal income. How do I update gross income for amending NJ state tax return? Context: I stayed in NJ and worked in NY state in 2024. My wife wor...
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Question: Our NJ state income is different than federal income. How do I update gross income for amending NJ state tax return? Context: I stayed in NJ and worked in NY state in 2024. My wife worked in a different state for the entire 2024 and doesn't have any income from NJ sources. I filed my NJ state taxes as "married filing separately", but NJ state is counting my wife's income while calculating taxes. I have received a notice from the NJ state that I owe taxes; they are calculating taxes on the combined income that we used for federal filing. After contacting them, they suggested that I amend the return to include only my income during the filing period. When I try to amend the return on Turbotax, I don't see an option to update my income. It's still pulling in our combined income. How do I update the gross income so that it only counts my NJ income and doesn't add my wife's income? Note that I've already selected I am not filng with the same marital status as I used on my Federal return. TIA! Please let me know if any additional details will be helpful.
Topics:
November 8, 2025
5:29 PM
@exjetpilot wrote: ....I spent a lot of time putting data into ItsDeductable now it is all gone...... And you had no backup for the data you entered into ItsDeductible? Not good and THAT'S on...
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@exjetpilot wrote: ....I spent a lot of time putting data into ItsDeductable now it is all gone...... And you had no backup for the data you entered into ItsDeductible? Not good and THAT'S on you.
November 8, 2025
5:27 PM
Chart B, page 10, of the form 1040 instructions says:
"If your parent (or someone else) can claim you as a dependent, use this chart to see if you must file a return. In this chart, unearned inco...
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Chart B, page 10, of the form 1040 instructions says:
"If your parent (or someone else) can claim you as a dependent, use this chart to see if you must file a return. In this chart, unearned income includes taxable interest, ordinary dividends, and capital gain distributions. It also includes unemployment compensation, taxable social security benefits, pensions, annuities, and distributions of unearned income from a trust. Earned income includes salaries, wages, tips, professional fees, and taxable scholarship and fellowship grants. Gross income is the total of your unearned and earned income."
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf
November 8, 2025
5:27 PM
1 Cheer
@skramblr wrote: I don't think you know how big companies work. No, I actually do know how they work, but you apparently do not. FYI, if they evolved to the point where they were "basical...
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@skramblr wrote: I don't think you know how big companies work. No, I actually do know how they work, but you apparently do not. FYI, if they evolved to the point where they were "basically independent business units", they would likely be spun off. It's clear that what @baldietax wrote pretty much says it all.
November 8, 2025
5:17 PM
This year (2025) I will sell a property in Portugal. According to Portuguese law, the capital gains tax will be known and the funds kept in a Portuguese bank account, but the tax payment will occur ...
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This year (2025) I will sell a property in Portugal. According to Portuguese law, the capital gains tax will be known and the funds kept in a Portuguese bank account, but the tax payment will occur in 2026. The Community posts indicate that the sale should be reported on the 2025 tax return but the foreign tax credit must be claimed in 2026 on an amended return if I use the cash basis. I have 2 questions. (1) Amending my 2025 return seems very inefficient; the Portuguese capital gains tax is calculated in 2025 and the money is in the bank. Am I really required to report the capital gains tax in 2026 by amending my 2025 return? (2) If the answer to 1 is "yes", then can I use the accrual method for the sale of the foreign property and , if yes, will the accrual method be required for all future transactions or just foreign ones? Thanks
November 8, 2025
5:15 PM
2 Cheers
Turbotax Online+Live combined is $4bn rev. Desktop rev is $200mil, that's the bit they're ignoring because it's declining 5% while everything else they do grows 10%. Note in the earnings statement ...
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Turbotax Online+Live combined is $4bn rev. Desktop rev is $200mil, that's the bit they're ignoring because it's declining 5% while everything else they do grows 10%. Note in the earnings statement they refer to yielding market share on "low average revenue per share users". i.e. they don't mind losing desktop (and even some online) users as long as revenue is growing at a clip elsewhere. Mailchimp moves the stock price, not Win 10 desktop decisions.
November 8, 2025
4:58 PM
The whole thing is just plain awful customer service. Its a business I get it, but being a Tax Service even a moron should realize dumping it 2 months before the end of the tax year is going to negat...
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The whole thing is just plain awful customer service. Its a business I get it, but being a Tax Service even a moron should realize dumping it 2 months before the end of the tax year is going to negatively impact users. One of our members sent out an email the following Friday, I think it was, saying how someone from the Presidents office had responded to him saying they would reopen the data base until that Sunday so we could download. I tried all that evening and was never able to sign in. I tried again several time on Saturday. Finally called customer Service repeating what I had been told. He checked is info and verified it was locked and could find nothing regarding it being opened up. I have used Turbo Tax since at least 2005 but no more. I still have a bad taste over the whole thing. I spent a lot of time putting data into ItsDeductable now it is all gone. Cash donations I can rebuild but all my non-cash donations I can't.
November 8, 2025
4:40 PM
I don't think you know how big companies work. They have divisions/groups that are basically independent business units with a budget and products. The consumer group's revenue is 40% TurboTax, so ob...
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I don't think you know how big companies work. They have divisions/groups that are basically independent business units with a budget and products. The consumer group's revenue is 40% TurboTax, so obviously it is a major priority for that group and they most definitely are spending money on it. Its ridiculous to insinuate the larger Intuit corporation that derives 10% of it's revenue from TT would ignore/deprioritize it. $2B in TT revenue is a lot of money to ignore.
November 8, 2025
4:22 PM
The proper way to file Form 8606 is attached to Form 1040-X. Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return. Did you do a true backdoor contribution...
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The proper way to file Form 8606 is attached to Form 1040-X. Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return. Did you do a true backdoor contribution that is tax-free, or planned to be? in that case Form 8606 will show a taxable amount of zero. Do you have the correct taxable amount on Form 1040 Line 4b and did not take a deduction? (Schedule 1 Line 20)? If that is all true then only Form 8606 has to be attached. After you e-File, get Form 1040-X from IRS website and mail it in with your <year> 8606, which you can also get in fillable PDF under "prior forms".. Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY. Part II explanation: "didn't include Form 8606 with e-File". Since e-File is closed, you will have to mail it. Done this way, you sign 1040-X, not 8606. Do not include your old 1040 nor your revised 1040 because they are identical. If you took a deduction and now want to elect non-deductible, your 1040-X dollar amounts will not be zero, Schedule 1 Line 20 will be changed to -0-. Still, do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return. @SmallBusinessSurvivor
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