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HI- Thank you for your response, I should've specified that I was referring to my jersey state return. Turbotax continues to force the credit versus the deduction. 
Please clarify your question with more information about which type of energy credit you are trying to claim and what you are seeing onscreen so that you do not think the program is working properly.... See more...
Please clarify your question with more information about which type of energy credit you are trying to claim and what you are seeing onscreen so that you do not think the program is working properly.  Are there error messages or do you simply not get the credit you were expecting?   You can also consider sharing a diagnostic copy of your tax return so someone can take a closer look.   The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version (Deluxe, Premier, etc.) of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.
As shown in the screenshot that @DoninGA provided, there is a box to check in the Other Situations follow-up screen in the W-2 section where you can indicate that Overtime applies and then be provide... See more...
As shown in the screenshot that @DoninGA provided, there is a box to check in the Other Situations follow-up screen in the W-2 section where you can indicate that Overtime applies and then be provided with more entry screens   For the 2025 tax year, your employer might report your qualified overtime compensation for the year in Box 14 of your W-2 form. You could also receive a separate statement reporting your overtime pay for the year (including if you’re self-employed). If that’s the case, you can rely on the reported amount to calculate the overtime deduction. If your employer doesn’t use Box 14, or a separate statement reporting your overtime pay isn’t provided, you can use other records – such as earnings statements, pay stubs, invoices, or similar documents – to determine the amount of qualified overtime compensation you received in 2025 (keep those records with your other tax documents).   Also remember that you can only deduct the “overtime premium” portion of your total overtime pay – that is, the “half” portion of the “time-and-a-half” overtime pay required by the FLSA. As a result, if the total of all wages for overtime hours – the overtime premium, plus regular wages – is reported on a separate statement, you have to split out the overtime premium yourself.   The phrase “no tax on overtime” is used to describe a new tax deduction for qualified overtime compensation. This overtime deduction was enacted by the “One Big Beautiful Bill” (also known as the Working Families Tax Cut), which was signed into law on July 4, 2025. However, the deduction is temporary – it only applies for the 2025 through 2028 tax years.   Eligible workers can deduct up to $12,500 of overtime pay earned during the year (up to $25,000 for married couples filing a joint return). But if your income is more than a certain amount, the deduction is gradually phased out – potentially to $0.   You can deduct overtime pay on your federal income tax return only if you: are covered by and not exempt from the Fair Labor Standards Act (FLSA), which is the federal law that requires overtime pay for certain workers have a Social Security number that’s valid for employment and issued before the due date of your return (including extensions) don’t use the Married Filing Separately filing status @Enavmom 
@renneberg    Thanks!  I was wondering if you might have to delete the entire form if you'd already entered some info for Simplified or General calculations after the NO answer.
See my post on this one about 2024.    I attached a screenshot.   Bug in TurboTax 2024 Foreign Tax Credit and Social Security
if I could edit I would - went back and the numbers and deductions were correct (had wrong standard for 2024). 
I would recommend contacting the Canada Revenue Agency (CRA) and checking with them.    If you are in Canada or the United States, you can call the CRA at 1-800-959-8281. If you are elsewhere, yo... See more...
I would recommend contacting the Canada Revenue Agency (CRA) and checking with them.    If you are in Canada or the United States, you can call the CRA at 1-800-959-8281. If you are elsewhere, you can call 613-940-8495. This page has more ways to contact the CRA: Contact the Canada Revenue Agency    
Thanks for the screenshot. Can you send me a sanitized file so I can take a closer look? The number will be removed for your safety in your reply but I'll be able to retrieve it. Here's how you can g... See more...
Thanks for the screenshot. Can you send me a sanitized file so I can take a closer look? The number will be removed for your safety in your reply but I'll be able to retrieve it. Here's how you can generate the token:    TurboTax Desktop Open your return. ​ Click “Online” and select "Send Tax File to Agent". ​ This will generate a message that a diagnostic copy will be created. When the token is generated, be prepared to type in your notes or in a message (unable to copy and paste) Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number Please respond directly to this message and provide the Token Number that was generated.
If you didn't receive an email confirmation that your tax return has been filed, sign in and verify it's been transmitted.   If it has, the tax return is still pending. It may take several hours ... See more...
If you didn't receive an email confirmation that your tax return has been filed, sign in and verify it's been transmitted.   If it has, the tax return is still pending. It may take several hours before the IRS and taxing authorities accept the tax return.    Efile Status Look Up
After you completed entry of the SSA-1099 for your Social Security benefits there was a screen We need some info to check if your Social Security income is taxable where you were asked if you lived i... See more...
After you completed entry of the SSA-1099 for your Social Security benefits there was a screen We need some info to check if your Social Security income is taxable where you were asked if you lived in any of the countries listed.  You should have selected NO.   Go back and review your answer to this screen.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
just enter the 1099-R as stated don't change the taxable amount to zero it doesn't mean that's your final tax due.  There are supplemental questions after 1099-R entry where you can specify it was al... See more...
just enter the 1099-R as stated don't change the taxable amount to zero it doesn't mean that's your final tax due.  There are supplemental questions after 1099-R entry where you can specify it was all converted to Roth.   Then the combination of the non-deductible IRA contribution and 1099-R will do the math on Form 8606 to determine the taxable amount is zero.   Follow these steps (with caveat a few steps for desktop referring to "What Did You Do With The Money From This Payer? screen." have still not been updated for the 1099R question changes - where it differs just follow what is on screen).   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US
I entered it into the software when the software ask for the 1099-R data.  It shows up with the federal group on the Tax Payments Worksheet on line 12) Forms 1099-R.   There is both a federal and a s... See more...
I entered it into the software when the software ask for the 1099-R data.  It shows up with the federal group on the Tax Payments Worksheet on line 12) Forms 1099-R.   There is both a federal and a state withholdings on the 1099 and they both were input based on the 1099-R input screens which call them out by box number when you put in the 1099-R. 
Ah, OK; Needs Review will not prevent completion and e-filing of the return. You can click on Done or Continue to move to the next section. If your return has errors that prevent e-filing, TurboTax w... See more...
Ah, OK; Needs Review will not prevent completion and e-filing of the return. You can click on Done or Continue to move to the next section. If your return has errors that prevent e-filing, TurboTax will highlight the errors when you do the Complete Check (federal and state final review) before going through the final filing steps.    One thing that may trigger a Needs Review warning may be rounding issues. Does your 1099-G have decimal values in any of the box amounts, i.e. dollars and cents? ($0.00 for example). You could re-enter the amounts as whole numbers rounded up or down to the nearest dollar value.  The IRS does not accept decimals on filed forms anyway; they are expecting the software to round all inputs, and so this entering rounded values will not cause a reporting issue.    I would remember the decimals workaround if your 1099-G does cause any e-filing errors, once you are done with all your entries. For the time being, you can proceed with completing your tax return. 
Turbotax 2025 does not handle the entry of 1099-Q data properly.  Funds that are used for approved educational expenses in accordance with the 529 program should not show up as taxable income on Form... See more...
Turbotax 2025 does not handle the entry of 1099-Q data properly.  Funds that are used for approved educational expenses in accordance with the 529 program should not show up as taxable income on Form 1040, line 8;  yet they do!
After you entered your SSA1099, the next screen asked if you lived in certain foreign countries in 2025.  How did you answer on that screen?
If your overtime is included in your wages in box 1 of the W-2 or reported in box 14, then after you complete entry of the W-2, on the following screen check the box for   and continue.
For Chrome there are couple of ways, but the easiest probably is to install the "Disable Content-Security-Policy" extension or any other extension that disables CSP from the Chrome Web Store. Click t... See more...
For Chrome there are couple of ways, but the easiest probably is to install the "Disable Content-Security-Policy" extension or any other extension that disables CSP from the Chrome Web Store. Click the extension icon to toggle CSP on or off for the current page, allowing you to bypass script blocking. Just make sure not to forget  to turn it back on. I have not tried Chrome or Edge, so cannot vouch for those. I almost exclusively use Brave (for variety of security and privacy reasons). But CSP is a culprit here.
I was on the phone for over an hour with a Turbotax CPA yesterday, and she could not figure out the problem and is  "working on it". I have exactly the correct 2025 maximum amounts contributed to my ... See more...
I was on the phone for over an hour with a Turbotax CPA yesterday, and she could not figure out the problem and is  "working on it". I have exactly the correct 2025 maximum amounts contributed to my solo 401(k) for people over 50, including $5500 catchup in a Roth 401(k). Turbotax is saying something about how this brings my total above the allowable amount. With all the errors in the area of contribution limits in the software already reported this year, I assume that this is one that they're still working on or even haven't found out about yet. The CPA lady seemed quite frustrated, and she ended up having me send my tax file to her from the desktop so she can work on it. Don't know why they keep having so many software errors.....
You forgot to check "Final Return" on your Form 1065.  You can correct this omission by filing an amended return using Form 1065-X.  This will formally close the partnership with the IRS. In the expl... See more...
You forgot to check "Final Return" on your Form 1065.  You can correct this omission by filing an amended return using Form 1065-X.  This will formally close the partnership with the IRS. In the explanation section of Form 1065-X, note that the original return was the final return and that the box was inadvertently unchecked.  For more information click on the following link:  Instructions for Form 1065-X (10/2025)
This appears to be wrong.  An amount is shown on 1b on the SS form.  I did not live abroad.  Where does this come from?  It is the same as my SS benefit amount, basically making it all non-taxable.