All Posts

VolvoGirl

@ThomasM125 five o’clock somewhere?

kaurg_2004

If you want to file your taxes with TurboTax, please follow the instructions below: 1. Create your TurboTax account. 2. Click on Start a new return. 3. Answer all the required questions and inp...

If you want to file your taxes with TurboTax, please follow the instructions below: 1. Create your TurboTax account. 2. Click on Start a new return. 3. Answer all the required questions and input your information for the tax return. 4. Then review all the data you entered. 5. Finish and file your tax return. For any queries, please Contact us. Thank you for choosing TurboTax.

Rich63

mvermilya

Former investment entity is not providing a 1099-R. Should I create a manual substitute 1099-R?

ThomasM125

It is sort of like mixed drinks. Most people know a Margarita is a drink made with tequila. But there a several variations of the drink, like a strawberry margarita, mango margarita, lime margarita, ...

It is sort of like mixed drinks. Most people know a Margarita is a drink made with tequila. But there a several variations of the drink, like a strawberry margarita, mango margarita, lime margarita, etc. They are all margaritas. It is the same with Modified Adjusted Gross Income, it comes in many different varieties!

michaelbarry06

@Opus 17 Are you saying no, I’m not correct. That I should be answering YES to the TurboTax question stated previously? or, I am correct, and the answer on the TT questionnaire is NO?

kgz1

Hi all — I’m a resident in MD (NY nonresident) with: ~$3,000 NY-source wages (RSUs that vested after I moved, but sourced to NY because they were earned while I worked in NY) A NY rental proper...

Hi all — I’m a resident in MD (NY nonresident) with: ~$3,000 NY-source wages (RSUs that vested after I moved, but sourced to NY because they were earned while I worked in NY) A NY rental property with a $5,000 net loss On my federal return, that $5,000 rental loss is “unallowed/suspended” due to passive activity loss limits (my federal AGI is > $150k). For NY filing (IT-203 + IT-182), I’m trying to understand: Does IT-182 potentially make the full $5,000 “allowed” for NY because NY modified AGI (line 6) is low (basically the ~$3k NY wages)? I don't have other NY sourced income/gains. If NY allows the full $5,000, can I net it against the $3,000 NY wages on IT-203 (so NY taxable income becomes negative and NY tax becomes $0)? What happens to the extra $2,000 loss beyond the $3,000 wages: Does NY carry it forward in any way (as a passive loss carryover or NY NOL), or Is it effectively used up / provides no benefit in NY this year (other than reducing NY tax to $0 and refunding any NY withholding)? I’m mainly confused about whether NY has any mechanism to preserve the excess loss when NY-source income is smaller than the allowed loss. Thanks!

natimoreau

Attention! fraude!!!! je viens de suivre ce lien et j'ai mis ma carte de crédit et j'ai eu plusieurs message disant que le montant initial n'avait pas passé et j'ai essayé a plusieurs reprise et ils ...

Attention! fraude!!!! je viens de suivre ce lien et j'ai mis ma carte de crédit et j'ai eu plusieurs message disant que le montant initial n'avait pas passé et j'ai essayé a plusieurs reprise et ils ont passé 800 $ sur ma carte!

BillM223

If you had an excess HSA contribution in 2024 but did not have a form 5329 on your 2024 return, this likely means that you withdrew the excess HSA contribution from your HSA prior to the original due...

If you had an excess HSA contribution in 2024 but did not have a form 5329 on your 2024 return, this likely means that you withdrew the excess HSA contribution from your HSA prior to the original due date of the return. Had you not done so, you would have (by default) carried the excess over to 2025. However, this would also generate a penalty (called an excise tax) which would appear on line 49 on the 5329. No 5329? No carryover. When you withdrew the excess in a timely manner, then you "cured" the excess, and have no more reporting duties outside of what TurboTax automatically did for you (you may not have noticed). NOTE, when you are asked on your 2025 return if you overfunded your HSA in 2024, if you "cured" the excess in 2024, then answer NO. Do you have an excess contribution on your 2025 return? If so, withdraw it by April 15, 2026 if you can. This is the simplest way to deal with an excess. In any case, you can't include the 2024 excess with your 2025 excess, in the way that you mean.

danhanson

kebell50 - I too had a career it IT and IT support so I get the TurboTax tactics. I know there is a tech person in the backroom somewhere at TT that knows exactly how to find the issue and resolve it...

kebell50 - I too had a career it IT and IT support so I get the TurboTax tactics. I know there is a tech person in the backroom somewhere at TT that knows exactly how to find the issue and resolve it quickly. But getting to that person to explain the issue would require some pretty good connections. The way of the world in a large company like Intuit.

user17721435797

I have exactly this situation (loan given to organization that went bust). But TurboTax seems to insist that I must have a 1099-B, which I do not. If I try to finesse that by saying I have a 1099-B f...

I have exactly this situation (loan given to organization that went bust). But TurboTax seems to insist that I must have a 1099-B, which I do not. If I try to finesse that by saying I have a 1099-B from "None", I'm subsequently asked for a Type of sale, which is limited to choices that don't apply. I can finesse this again by saying the type is a Bond, but at this point I fear that my tax return will be out of sync with the reality of my situation. Am I missing some technique for reporting this situation? Thx

pjg2209022815

I'm a TTax user like yourself, so not able to help with the efile error you are getting. I have the desktop TTax also, but have yet to file my federal and state taxes as I'm waiting for a K-1 docume...

I'm a TTax user like yourself, so not able to help with the efile error you are getting. I have the desktop TTax also, but have yet to file my federal and state taxes as I'm waiting for a K-1 document. Have you reached out to TurboTax for assistance. This appears to be a bug in their efile software?

Flstrong00

It’s still not available any further update?

ssiegel99 · Form 5695 broken after 2/26/26 update

Form was working yesterday before update. Now no credit is calculated because 21a & 21b are not marked yes even though the smart worksheet right above is. Manually checking the boxes fails, and delet...

Form was working yesterday before update. Now no credit is calculated because 21a & 21b are not marked yes even though the smart worksheet right above is. Manually checking the boxes fails, and deleting the form and going through easy step produces same result.

gideonesq17

further to my reply above - the 8949 lines A, B1 and B2 in the exception smart worksheet are prepopulated with an X that cannot be deleted. When I enter that all 1099B items were reported to IRS (ba...

further to my reply above - the 8949 lines A, B1 and B2 in the exception smart worksheet are prepopulated with an X that cannot be deleted. When I enter that all 1099B items were reported to IRS (basis and proceed with no adjustments it still takes me to complete the 8949

rhondaward386

I am a student who made less than $9000 in 2025.

younglydia

If I claim CCA for the furnace in 2025, is it subject to the half year rule?

LaShaunA3

Please contact our customer service for assistance at 1-888-829-8608.

How do I start over

On Form 1099-R in section" RMD Excess Accumulation Worksheet", Line D refuses to allow an "X" in the IRA box. How to select the IRA box?

wife-mom-math

That's correct, it's a direct rollover and the amount is reflected in Year 2020 5498. Thanks for your reply!!

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Re: Enhanced Senior Deduction

Re: How do I file my taxes

Where do I enter my income from a 1099-R for Military Retirement from Defense Finance and Accounting Service?

Do we need to report a transfer from a former investment entity to a new investment entity if it was a direct transfer of an IRA?

Re: Enhanced Senior Deduction

Re: How to manage excess HSA contribution in 2024 that was rolled over into 2025 contributions

NY nonresident: IT-182 allowed rental loss bigger than NY wages — what happens to the excess?

Re: obtenir mon code d'activation

Re: I had excess HSA contribution in 2024, but I don't see the form 5329. Perhaps I didn't includ...

Re: Unable to E-File Wisconsin State Return With TurboTax Business 2025 - INTUIT TURBOTAX TEAM NEEDS TO UPDATE!!!

Re: bad debt write off

Re: Wisconsin Tax - New 2025 $48k Retirement Income Subtraction

Re: When will the amend federal return function be available?

Form 5695 broken after 2/26/26 update

Re: sch d and 8949

Why am I being charged for the federal return. I only have income from a w-2, interest and dividends.

I bought a rental property in 2023. In 2025, I bought a furnace for my rental property. Under what class is this furnace should be treated for capital cost allowance?

Re: How do I get in contact with a real person for 2024 tax return.

Form 1099-R

Re: Rollover from 403(b) to Traditional IRA in year 2020, but didn't file 1099-R

Do you have a TurboTax Online account?

All Posts