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It is typical for the state box to be empty on a Form 1099-NEC or 1099-K.    When you enter the form into TurboTax, the income from the federal tax return will flow to your resident state tax return (if you are in a state that requires you to file one) unless you go into the state tax return information in TurboTax and adjust it.

I was told this YESTERDAY (2/25/2026) by TT Support that TT 2025 Premier Download DOES NOT support claiming the Foreign Tax Credit without completing Form 1116, even if one passes all the IRS requirements NOT to file Form 116 to get the CREDIT!  Would have been nice to know before paying extra $$ for the Premier!!  The "solution" that we, Support  and I, came to after long discussion was: 1.)  Remove TT 2025 Premier Download from my computer. 2.) Buy and install TT 2025 Deluxe Download on my computer. 3.) Re-enter all of the information that took about 2 1/2 days to enter, for my 2025 taxes into Deluxe, as Deluxe cannot utilize files created in Premier. 4.) When asked in Deluxe if I want to complete Form 1116 to take the Credit, say NO, and go merrily from there. I told SUPPORT this needs to be fixed in TT Premier Download IMMEDIATELY!!  They said updated and bug fixes to the Download version sometimes take weeks as the on-line version is priority and gets updated faster. How nice for "production grade" software!!!  

If you electronically file Form 1310 via TurboTax, you won't have to attach the death certificate to the electronic return.   Instead, keep the death certificate or court documents for your records in case the IRS asks for it. 

If you prefer to enter the number starting with "B," you will need to obtain a waiver from the e-filing requirement (California business entity e-file waiver request) and print/mail Form 568. Our development team has determined that California will accept the form without the letter B.

Hi, Thanks for the input. TurboTax has certainly made inputting information on Trad IRD distribution(s) extremely confusing, if not actually wrong, when you have multiple Trad IRA accounts, QCDs, Roth Rollovers, and an AT Basis. TT seems to assume that everyone has only one Trad IRA account, they ask for information only one account and you are forced to answer the poorly worded questions incorrectly just to get the numbers to come out right. The never ask what the EOY25 total balance of all the accounts is (actually they ask but will not allow input) so I do not understand how TT can calculate the owed tax on the distribution since some of it not taxable and that depends on the basis and the value of the account(s). Please correct me if I am missing something. I have tried answering "yes" to the question "was this distribution RMD" (yes is the wrong answer, or the question could be worded better. It did allow a follow to input any QCD money, but did not ask for the amount of a Roth rollover (this may not matter as far as tax liability goes, but might trigger any ofthe 5-year rules.  Question still remains, does TT need the total value of all my Trad IRAs to go along with the basis in one of the accounts to calculate the owed tax. If required, there does not seem to be any way to input the value.  

THANKS! I do see it and I am able to download! I also got the T/T updates today. I don't know why Schwab is listed twice on the import list of financial institutions in T/T, but, I selected the second one. It appears there was an issue with T/T and an issue with Schwab. Schwab's problem is they communicated days ago all is well on their end, which it was not. Most importantly, as clients we know to wait for the .crv, then it's truly ready. My issue with T/T is they they never really answered the question about the "OK" button in their software not working and understanding the workflow.

Votre adresse au 31 décembre doit être au Québec pour que tous les feuillets et formulaires du Québec soient disponibles. Vérifiez que votre addresse indique bien Québec. Dans TurboImpôt en ligne, après avoir entré votre T4 rendez-vous tout au bas de l'écran deux cases bleues. Cliquez sur Enregistrer le feuillet T4 et entrer le Relevé 1.     Merci de choisir TurboImpôt

HI! I have another quick question. The college let us know there's a mistake on a previous year's 1098 so we will have to amend. Before he had excess in Box 5 and we adjusted entries on both of our taxes in order to claim the AOTC and he reported the taxable excess on his. Now, our dependent son has these amounts: Box 1: $34,498   Box 5: $32,350 He does have a few "other" expenses but that puts him just over $3k.  Books: $558    Laptop: $369  I'm wondering since he doesn't have the full $4k of QEE in Box 1, can we enter $2k, instead of $4k in our box 1 so we can claim the full AOTC? And then $2k less on his Box 5? Thank you!! 🙂

Folks - GA accepted my return at 0115 this morning after successfully transmitting from TT after 1800 yesterday evening. I can't comment on whether GA's own system is open for e-filing but TT's is up & working. 

Thank you so much for the help and prompt responses.  I really appreciate your patience explaining this to me.  I'm getting closer to understanding these rules, but I still have a couple of questions.   My 2024 Form 1116 Line 1a and 3d both reported foreign income of $20,379, which is over the $20,000 threshold.  Why was there no adjustment in 2024?   Why does irs.gov indicate a maximum tax bracket rate of 37%, not 37.1%?