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Did it show taxable on your federal return - MA treats IRA distributions similarly to the IRS.  A Roth distribution is non-taxable in MA only if   You are over 59.5 years of age and The acc... See more...
Did it show taxable on your federal return - MA treats IRA distributions similarly to the IRS.  A Roth distribution is non-taxable in MA only if   You are over 59.5 years of age and The account has been open for 5 years If both of those are true, go back and check your 1099-R entry in the federal section and let us know what code(s) is in Box 7.
If your W-2 lacks Box 14, you may still claim the 2025 tax-free overtime deduction in TurboTax Online. Your employer may have reported your qualified overtime on some other document such as a separat... See more...
If your W-2 lacks Box 14, you may still claim the 2025 tax-free overtime deduction in TurboTax Online. Your employer may have reported your qualified overtime on some other document such as a separate statement or the last paystub received in 2025.   After entering your W-2, select Overtime at the screen Let's check for other situations.     You will be prompted to manually enter your overtime premium.     Here is an example of qualified overtime.  If the employee’s regular rate of pay is $20 per hour and the employee worked one hour of overtime, the employee’s overtime pay would be $30 ($20 x 1.5).  The employee’s qualified overtime would be $10 ($30 overtime pay less $20 regular pay).     Then you will see the screen Were you an exempt employee?  You will need to declare whether you earned the overtime pay as an employee:    exempt from the Fair Labor Standards Act or  non-exempt from the Fair Labor Standards Act.   You must select I was not an exempt employee to qualify for the deduction.    For the qualified overtime deduction:     Maximum annual deduction is $12,500 ($25,000 for joint filers). Deduction phases out for taxpayers with modified adjusted gross income over $150,000 ($300,000 for joint filers). The deduction reduces federal income tax liability, it does not exempt overtime pay from Social Security and Medicare taxes.  Employees will still owe these taxes on their overtime earnings. Taxpayers filing as married filing separately are not eligible for the deduction. The deduction is available for both itemizing and non-itemizing taxpayers. The deduction is reported on line 13b of the IRS form 1040 and line 21 of the IRS Schedule 1-A. See also this TurboTax Help.  
They say allow up to 14 business days from date it was accepted to be available. Any suggestions?
The 1040X used to amend your tax return isn’t available yet but should be ready by the end of next week.   You won't be able to file an amendment until your tax return is fully processed and you ... See more...
The 1040X used to amend your tax return isn’t available yet but should be ready by the end of next week.   You won't be able to file an amendment until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.    Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once you file your amendment, you can check the status of your amended tax return at Where’s My Amended Return?
I paid an extra 10% at the time I withdrew it to cover any additional penalties. 
View your state return in your return PDF and compare the amount you received with the amount shown on your actual state return form.   Also, were any product fees paid out of your refund?  i.e., d... See more...
View your state return in your return PDF and compare the amount you received with the amount shown on your actual state return form.   Also, were any product fees paid out of your refund?  i.e., did the refund come directly to you from the state tax agency, or did it go through a third-party bank?   If it was the state that changed something in your return, you should get a letter in about 3 weeks or so explaining what/why they changed and any recourse you might have.
My schedule E shows a loss and it should be allowed, based on my income, as I'm above the passive activity loss limitation phaseout threshold. However, line 1b on form 8582 is blank and my schedule E... See more...
My schedule E shows a loss and it should be allowed, based on my income, as I'm above the passive activity loss limitation phaseout threshold. However, line 1b on form 8582 is blank and my schedule E loss is showing as fully deductible, which is incorrect. Is anyone else having this issue? Any advice is appreciated.
Well, all I can tell you is that I am 99% certain that all the federal forms required are transmitted to the states (including WV) when the state return is e-filed using TurboTax.  The only reason I ... See more...
Well, all I can tell you is that I am 99% certain that all the federal forms required are transmitted to the states (including WV) when the state return is e-filed using TurboTax.  The only reason I don't say 100% is because I can't prove it to you.  You'll just have to have a little faith.  If for some reason West Virginia doesn't get all the forms required, they will let you know and you have to mail them copies.  Alternatively, you can choose to file your WV state return by mailing it.  
So, I do understand I need to file form 8379 but I’m even more confused now. I got what I believe is my federal return (as it was paid the same method the past three years) and it was only ~5% of wha... See more...
So, I do understand I need to file form 8379 but I’m even more confused now. I got what I believe is my federal return (as it was paid the same method the past three years) and it was only ~5% of what it was supposed to be. Even with my husbands child support taken out of my original return amount I would have about 30-35% left. I’m unable to contact the irs and I haven’t received anything stating what else would be taken from my return.
I understand all that, but without regard to the credits, my itemized deductions are $32,000++ which is higher than the standard deduction, but it is taking the standard deduction, also giving me a Q... See more...
I understand all that, but without regard to the credits, my itemized deductions are $32,000++ which is higher than the standard deduction, but it is taking the standard deduction, also giving me a QBI subtraction (sch E rental activities), and using my credits to result in zero tax.   If I force the itemized deduction, i don't get the QBI deduction or the credits.   In either case I owe -0-.  Just wondering why it is doing it.
You will have to complete a Form 1040-X if you should have filed Form 1040-NR instead of Form 1040. If you are filing Form 1040-X on paper to file the correct return, do the following: Ente... See more...
You will have to complete a Form 1040-X if you should have filed Form 1040-NR instead of Form 1040. If you are filing Form 1040-X on paper to file the correct return, do the following: Enter your name, current address, and social security number (SSN) or individual taxpayer identification number (ITIN) on the front of Form 1040-X. Don’t enter any other information on page 1. Also don’t complete Part I on page 2 of Form 1040-X. Enter in Part II—Explanation of Changes the reason you are filing Form 1040-X. Complete a 1040-NR- Across the top of the new or corrected return, write “Amended.” Attach the new return to the back of Form 1040-X. You can use Sprintax to prepare your 1040-NR.  See TurboTax - Partner of Sprintax.
On the 1099 composite from Charles Schwab, is the income reported on an IRS form 1099-B or on some other 1099 form?  Please clarify.