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a month ago
I can't duplicate this error. Are you still experiencing this? There have been some pretty large updates dropped this week so please make sure to restart your program to see if this is still occurr...
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I can't duplicate this error. Are you still experiencing this? There have been some pretty large updates dropped this week so please make sure to restart your program to see if this is still occurring.
a month ago
Thank you for responding to my note about being unable to edit my charitable donations in the Step by Step. There is no pencil or trash icon on my screen for that worksheet. These icons did appear br...
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Thank you for responding to my note about being unable to edit my charitable donations in the Step by Step. There is no pencil or trash icon on my screen for that worksheet. These icons did appear briefly the last time I opened TurboTax, but have now disappeared again. Every time I open TurboTax, it updates automatically. Is that what you mean by "update my program"? If not, I don't see the link above that you're referring to. Thanks again.
a month ago
We cannot see your screen, your return or your account. Have you entered ALL of your 2025 information? All your income, etc.? Many tax documents that you need do not arrive until late January or e...
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We cannot see your screen, your return or your account. Have you entered ALL of your 2025 information? All your income, etc.? Many tax documents that you need do not arrive until late January or even February, so maybe you do not have it all there yet.
There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc. You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17? If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC) Did you have any “side gigs” like rideshare driving or delivery driving—-with no tax withheld? Are you 65 or older ? If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.
And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41
Print out 2024 and 2025 and compare them side by side to see what is different.
https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN
a month ago
MEDICAL EXPENSES
The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will coun...
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MEDICAL EXPENSES
The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.
To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses
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)
a month ago
It depends on if the tax return has been accepted or not. If the tax return hasn't been accepted by the taxing authority (IRS), you can edit the 1099-NEC information.
If the tax return has been...
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It depends on if the tax return has been accepted or not. If the tax return hasn't been accepted by the taxing authority (IRS), you can edit the 1099-NEC information.
If the tax return has been accepted, you will need to wait until the tax return has been fully processed. Then you will file an amendment.
How to file an amendment:
You will have to use the same TurboTax account that you used for the original tax return.
Log in
You will see the option to amend a tax year
The refund calculator will start new at $0
Enter the relevant changes to get the refund or tax due
Make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Amend TurboTax Online
Amend TurboTax CD/Download
a month ago
Yes, you'll need to report the 1095-A on your return and indicate that you 'shared with someone not on your return'. Then you need to choose an allocation %. If your ex-spouse paid the premiums, sh...
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Yes, you'll need to report the 1095-A on your return and indicate that you 'shared with someone not on your return'. Then you need to choose an allocation %. If your ex-spouse paid the premiums, she could allocate 100% and you 0%.
Here's more info on reporting a Shared Marketplace Policy.
@samsoulliere
a month ago
Hi Dawn, Thanks for trying to help, but in TurboTax Premier 2025 I am not seeing the screens you are seeing in the "Retirement Plans and Social Security" sub-section of the "Wages & Income" section....
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Hi Dawn, Thanks for trying to help, but in TurboTax Premier 2025 I am not seeing the screens you are seeing in the "Retirement Plans and Social Security" sub-section of the "Wages & Income" section.
a month ago
Update: For a brief moment (1 day), the EDIT button appeared and I was able to make some edits to my Charitable Donations worksheet in the Step by Step form. The EDIT buttons have disappeared again. ...
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Update: For a brief moment (1 day), the EDIT button appeared and I was able to make some edits to my Charitable Donations worksheet in the Step by Step form. The EDIT buttons have disappeared again. VERY FRUSTRATING!
a month ago
That was a great thought, unfortunately it didn't work. I tried downloading the Android app and it doesn't show up through the app either.
a month ago
@netengler wrote: mesquitebean - Thank you for taking time to reply. To clarify, I was able to simply edit all the 2024 values except for one number - Total Itemized Deductions in the Two-Year C...
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@netengler wrote: mesquitebean - Thank you for taking time to reply. To clarify, I was able to simply edit all the 2024 values except for one number - Total Itemized Deductions in the Two-Year Comparison sheet. I overrode this value with the correct number. Oddly, I was able to simply edit the same number in the Carryover Worksheet - that one didn't require an override. We used Std Deduction in 2024 and will use again in 2025, so hopefully this value won't prevent e-filing?? I suspect the reason it wouldn't let you edit on the 2-year history is because it was flowing from the other worksheet. In many cases, to edit a number you have to go back to the source worksheet. Even if corrected on another worksheet, an overridden value on the destination form won't change. If you have now corrected it on the carryover worksheet, see if you can remove the override from the 2-year history and see if it now shows the correct value without an override.
a month ago
https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-windows-8-affect-turbotax-experience/L4v9atO3O_US_en_US
a month ago
Turbotax 2025 is not supported on Win 10. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/
a month ago
Thanks so much for the information. A quick followup: You want just enough foreign interest income each year to create a "limit" on Form 1116 that exceeds the taxes you pay that year. This allows y...
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Thanks so much for the information. A quick followup: You want just enough foreign interest income each year to create a "limit" on Form 1116 that exceeds the taxes you pay that year. This allows you to use the carryover from 2024 and 2025 - How do I determine this amount? Is there a simple formula to figure this amount?
a month ago
a month ago
1 Cheer
Your son can enter only the months he shared the policy with you in the 1095-A section. Don't enter any 0's for other months; just leave blank. You will both need to indicate that you 'shared a pol...
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Your son can enter only the months he shared the policy with you in the 1095-A section. Don't enter any 0's for other months; just leave blank. You will both need to indicate that you 'shared a policy with someone not on your return' and give an allocation %. If you paid the premiums, he can choose 0% on his return and you would choose 100%.
@jaedpt
a month ago
Not a problem. You can delete that entry using the instructions below, then re-enter the Form 1099-NEC again. Click this link for instructions to enter a 1099-NEC.
How to delete forms in Tu...
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Not a problem. You can delete that entry using the instructions below, then re-enter the Form 1099-NEC again. Click this link for instructions to enter a 1099-NEC.
How to delete forms in TurboTax Online
How to delete forms in TurboTax Desktop
Does a 1099-NEC or 1099-MISC mean I'm self-employed?
a month ago
I did put in the main residence I live in and said it was my primary home. I also listed the two other homes that I own and also where I made improvements on as well as listing them as rental. ...
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I did put in the main residence I live in and said it was my primary home. I also listed the two other homes that I own and also where I made improvements on as well as listing them as rental. This is where I am seeing the problem: But it errors out when submitting the tax returns.
a month ago
Your parents, most likely, use the 1098-T to claim the education credit.
Here's a post on the five main points on the 1098-T:
https://ttlc.intuit.com/community/college-education/discussion/re-w...
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Your parents, most likely, use the 1098-T to claim the education credit.
Here's a post on the five main points on the 1098-T:
https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114
a month ago
What is the exact amount that you repaid?
Did your receive any kind of Social Security benefits in 2025? Did you get a Form SSA-1099 for 2025? What are the exact amounts in boxes 3, 4, and 5? If ...
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What is the exact amount that you repaid?
Did your receive any kind of Social Security benefits in 2025? Did you get a Form SSA-1099 for 2025? What are the exact amounts in boxes 3, 4, and 5? If you got more than one SSA-1099 for 2025 with your Social Security number in box 2, list them separately.
Just give amounts, no names, Social Security numbers, or other personal information. This is a public website.
a month ago
It's good that you quickly discovered the workaround for this issue. I will report this issue to the developers. Thank you.