All Posts

Il y a des montants qui sont apparus dans divers formulaires, non finalisés, impossible d'enlever les nombre le formulaire n'efface rien même si j'essaie manuellement ou par le menu Edit forms comme des frais d'utilisation d'automobile que je n'ai jamais rempli depuis plus de 12 ans   j'attendrai la prochaine mise à jour, mais disons que c'est frustrant   merci de régler les problèmes au plus tôt

I am retired military over 55.  I received a 1099R clearly showing it was from DFAS.  Last year I entered my military retirement my self in my TT VA return.  This year, it should have been entered automatically as a deduction on my VA return.  It was not.  After going over my returns for the 3rd time, I realized TT had not included it as a deduction.  It took me a while to even find where I could enter it.  After I entered it, my VA refund went up by about $1,500.  This is ridiculous.  TT either works or it doesn’t.  This was the first time I was able to itemize in 7 years and I almost lost money because of TT.

Are you also getting a state refund that could account for the difference?   Federal and state refunds come at separate times.   Do not go by a summary screen in TurboTax that sums the 2 returns.   Check your Federal refund amount by looking at your Form 1040, line 35a.    Then, if fees were to come out of the Federal refund, account for that.   Check your fees to be sure you are using the right fees amount, and that it includes the extra $40 service fee for that payment method ($45 for California filers.)   If it was the IRS that lowered your refund amount, they will send a letter in about 3 weeks or so explaining why, and if you disagree what recourse you might have.

You can only prepare 1 Federal return per Online account each year.   If you need to prepare another return for a different person, you would need to use a different Online account.    Do not try to prepare 2 returns in the same account, or the second return would overwrite the first return.

Yes. If you donated the stock at least two years after the offering (grant date) and at least one year after the exercise (purchase date).  In this case you report the lesser of:   The gross value of the stock at the time of the donation, minus the actual discounted price paid for the shares. The per-share discount times the number of shares. You would report $3,000 as "Other Income" on Schedule 1. 

More detail that may be helpful: 2024 total HSA contributions (self): $2,103.85 2024 total HSA contributions (spouse): $6,523.85 Total contributions 2024: $8,627.70 (exceeding $8,300 max by $328)   2025 total HSA contributions (family): $8,288.29 (from HSA form 5498-SA) 2025 W-2 Box 12, code W = $7,960.20 Difference between these two being $328 It appears that my employer contribution ($7,960) was deducted from my wages, box 1, in my W-2. Therefore, my total 2025 contributions of $8,288 accounts for that made during 2025 by me, my employer, and includes the carry over that was excess in 2024. This number is not exceeding the 2025 family max of $8,550.   So with this year's filing, when turbotax asks me "Did [spouse] have excess contributions deducted from their wages? (Tell us if your excess HSA contributions was made by your employer and decuted from the wages in box 1 of your W-2)"...my answer should be "no" since Box 12 code W was not $8,288.    Is this correct? If so, it makes the $328 show as wages in turbotax under HSA. Will this take care of this 2024 overcontribution once and for all or is there something else I should be doing?

What EXACTLY is wrong (and why do you think it is wrong)?   How many years is it using?  Is it using the correct number of years or how many years is it supposed to be using?   Has the business percentage varied from year to year?   If you leave the "prior depreciation" BLANK, does that fix the problem?  

@MaryK4 @CatinaT1 I still cannot e-file my Federal tax return because it requires a State ID / Driver's License (was not the case in previous years and should not be the case now). How can I e-file my Federal tax return with Turbotax?