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You will find the 529 Plan Contribution on the "Here's the income that Ohio handles differently" page. You can deduct up to $4,000 per beneficiary per year if you contribute to an Ohio 529 (CollegeAd... See more...
You will find the 529 Plan Contribution on the "Here's the income that Ohio handles differently" page. You can deduct up to $4,000 per beneficiary per year if you contribute to an Ohio 529 (CollegeAdvantage) plan.            
I really appreciate the response. I do not have a square, but I take a lot of payment through Venmo, I wonder if they’d be able to issue anything? 
 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.
Yes, there is a way to import your return. There's an easy way to move from TurboTax Desktop to TurboTax Online the link below will guide you through the process. How do I switch from TurboTax D... See more...
Yes, there is a way to import your return. There's an easy way to move from TurboTax Desktop to TurboTax Online the link below will guide you through the process. How do I switch from TurboTax Desktop to TurboTax Online? TurboTax Online is easy to use and you will get used to it. The Step-by-Step guides you through the areas of the tax return you need and we are here to help. @PS56k 
What exactly did you purchase from Costco?   Costco (and other retailers) can sell TurboTax Deluxe with only federal software or with federal + state included.   I see both on the Costco site.   If y... See more...
What exactly did you purchase from Costco?   Costco (and other retailers) can sell TurboTax Deluxe with only federal software or with federal + state included.   I see both on the Costco site.   If you bought the cheaper "federal" only, then in order to get state software you will need to pay $40 for a state download, and then you can use the $10 off on the $25 state e-file fee.    It is a better value to buy the federal + state  if you know you will be preparing a state return.
I scanned the SSA-1099-SM forms I received - but the amounts were not interpreted or processed. I don't find anywhere to enter data from the SSA. I'll continue to hunt, but I think this interface is... See more...
I scanned the SSA-1099-SM forms I received - but the amounts were not interpreted or processed. I don't find anywhere to enter data from the SSA. I'll continue to hunt, but I think this interface is very unhelpful. This is my first year of trying ONLINE filing, rather than Desktop, which I've liked in past years. 7 hours into it now, I think my choice this year might have been a bad one.
I understand an HSA account holds pre-tax money, which can grow tax-free and be used for authorized medical expenses.  After age 65, one can withdraw HSA funds for any purpose without incurring a pe... See more...
I understand an HSA account holds pre-tax money, which can grow tax-free and be used for authorized medical expenses.  After age 65, one can withdraw HSA funds for any purpose without incurring a penalty, but one will owe regular income tax on those withdrawals. This means that while one can use their HSA for non-medical expenses, the funds will be subject to income tax, similar to a traditional IRA. It's advisable to keep detailed records of any out-of-pocket medical expenses that weren't reimbursed by insurance, flexible savings accounts, or other means. In the future, using those records can justify tax-free withdrawals for years or even decades. If I do not have earned income, but am enrolled in a Qualified HDHP, can I contribute from my passive income within the 2025 contribution limits of $4,300 for self-only coverage and $8,550 for family coverage, and additionaal $1000 per individual as a catch-up contribution for individuals aged 55 and older?
I re-did mine five times, trying various suggestion on how to get rid of that Canadian Pension stuff. What a waste of time.  After over 10 years, TurboTax has lost me as a customer.  
I was informed by management yesterday, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantim... See more...
I was informed by management yesterday, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.    See this help article for information about how filing Form 8915 may affect your state return. @Jstash813  @hlhope 
If you're going to sell the property soon I would take depreciation and opt out of bonus depreciation.  This will reduce the amount of depreciation recapture you will have to pay vs. capital gain, as... See more...
If you're going to sell the property soon I would take depreciation and opt out of bonus depreciation.  This will reduce the amount of depreciation recapture you will have to pay vs. capital gain, as depreciation recapture is taxed as ordinary income as opposed to long-term capital gains.
In TurboTax Online, report a 1099-R 1035 exchange by following these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scro... See more...
In TurboTax Online, report a 1099-R 1035 exchange by following these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Did you get a 1099-R in 2025?, select Yes. At the screen Choose all the situations that apply to you, make selection and Continue. You will be given options:       to connect with your financial accounts,       to upload your form, or       type it in myself.  In box 7, the distribution code should be "6". See also this TurboTax Help. The distribution in box 1 of the 1099-R will be reported in box 5a of the IRS form 1040.  Box 5b will report $0 taxable income.   Form 1099-R Section 1035 Exchange Life Insurance Annuity or Endowment Contracts may be found here.   Section 1035 exchange These exchanges of contracts are generally reportable on Form 1099-R.   A tax-free section 1035 exchange is the exchange of:   (a) a life insurance contract for another life insurance contract, or for an endowment or annuity contract, or for a qualified long-term care insurance contract;  (b) a contract of endowment insurance for another contract of endowment insurance that provides for regular payments to begin no later than they would have begun under the old contract, or for an annuity contract, or for a qualified long-term care insurance contract;  (c) an annuity contract for an annuity contract or for a qualified long-term care insurance contract; or  (d) a qualified long-term care insurance contract for a qualified long-term care insurance contract. 
Through the state as in through the state Marketplace and you received an advanced premium tax credit or through the state as in Medicaid?   If you had Medicaid for the entire year, you would not... See more...
Through the state as in through the state Marketplace and you received an advanced premium tax credit or through the state as in Medicaid?   If you had Medicaid for the entire year, you would not need to include a 1095-A on your return.  In this case, you should call the Marketplace to be sure they do not have you incorrectly listed as someone who is receiving insurance through them.   If they have you listed as having it through them, you will need to get this straightened out with them in order to be able to file your tax return electronically without it being rejected.    If it was not Medicaid, and it was through the Marketplace or Healthcare.gov (even for just one month) and they redirected you to your state site, then yes, you would need to enter a 1095-A on your return.  You can go to Healthcare.gov to find your 1095-A or to your state Marketplace site.  When you enter your 1095-A and form 8962 will be populated, it calculates and compares the actual amount of the credit you should have received based on the amount you actually earned versus the amount you estimated you would earn when you filled out the application for insurance.  What is the Premium Tax Credit (PTC) and What is Tax Form 8962?
When you go through the PA nonresident return, it asks about every single type of income, who it belonged to and if it is taxable in PA.  When the program asked about gains and losses, you need to  m... See more...
When you go through the PA nonresident return, it asks about every single type of income, who it belonged to and if it is taxable in PA.  When the program asked about gains and losses, you need to  mark either not taxable or a portion was taxable. Please return to the PA program and actually go through it and answer the questions.
Hi - I saw amortization and deprecation 'go live' on my online turbotax version (in CA) on Thursday, Feb. 19th...and I was able to complete those sections.  If you are still not live, I would 1. clea... See more...
Hi - I saw amortization and deprecation 'go live' on my online turbotax version (in CA) on Thursday, Feb. 19th...and I was able to complete those sections.  If you are still not live, I would 1. clear your cache in your browser  2. call turbotax customer service and do a screen share with them.  good luck
For Column A, you would enter the amount of the premium you paid each month. Enter zero if you were reimbursed for the full amount of the premium.   On the 1095-A, column B is the Monthly Premium... See more...
For Column A, you would enter the amount of the premium you paid each month. Enter zero if you were reimbursed for the full amount of the premium.   On the 1095-A, column B is the Monthly Premium Amount of Second Lowest Cost Silver Plan (SLCSP). If your 1095-A has a 0 or if it's blank, use this Healthcare.gov tool to calculate the value you will need to enter there. Column C reflects the Premium Tax Credit you received throughout the year.   See this TurboTax help article for more information.   @user17714393469   
@user202521 As per the original poster, there are issues with the CCA section, which is likely the reason why the form is locked. As per the FAQ that TurboTaxAniqua linked to, the ETA for all forms t... See more...
@user202521 As per the original poster, there are issues with the CCA section, which is likely the reason why the form is locked. As per the FAQ that TurboTaxAniqua linked to, the ETA for all forms to be unlocked is early March 2026, however individual forms may be unlocked before then.      
Yes, if the amount is in Box 14 -use the Other/Not Classified category.   On the next screen (uncommon situations), you will check the box that says Religious Employment.  Full instructions for enter... See more...
Yes, if the amount is in Box 14 -use the Other/Not Classified category.   On the next screen (uncommon situations), you will check the box that says Religious Employment.  Full instructions for entering this type of income are linked below.     How do I enter a parsonage or housing allowance reported on a W-2?
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   ... See more...
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.