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a month ago
Can you tell me where turbo tax calculated a RMD of $141634
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a month ago
1 Cheer
Many of us on this forum have reported and posted identical problems with efiling our returns that contain form 5695 entries. My return was also rejected (several times) and I also saw that this was ...
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Many of us on this forum have reported and posted identical problems with efiling our returns that contain form 5695 entries. My return was also rejected (several times) and I also saw that this was attributed to a “processing error” between Turbo Tax and the IRS. Having to wait until March 6 to re-file, especially when a refund is due, just is not doing right by the customer! Apparently this was also a problem last year. So, lessons NOT learned? Ultimately, waiting until March 6 seems like the lesser of two evils. Mailing a paper copy to the IRS and hoping it doesn’t get lost in transit or further delayed upon arrival doesn’t seem like a safe alternative. It would be great to hear directly from Turbo Tax that 1) They are aware of the problem and explaining what the problem is and 2) When they have solved and corrected the problem. TT is quick to send marketing emails. How about sending something constructive like telling us when this problem will be solved? Thanks
a month ago
is RRSP contributions available to deduct the sum of contributions made for current year and unused contributions carry forward from prior years?
a month ago
4 Cheers
It won't work when you go to the Turbotax Review. The legacy TXF format cannot support "Name of Digital Asset" fields, nor can it support Form 8949 check boxes H & K. Desktop version needs to support...
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It won't work when you go to the Turbotax Review. The legacy TXF format cannot support "Name of Digital Asset" fields, nor can it support Form 8949 check boxes H & K. Desktop version needs to support the PDF gain/loss report like the online version.
a month ago
As far as paying your estimated tax in April, 2026 for your 2027 tax year, you can choose to do that if you like. You will not be allowed to claim exemption on your W-4 for your employer. See the in...
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As far as paying your estimated tax in April, 2026 for your 2027 tax year, you can choose to do that if you like. You will not be allowed to claim exemption on your W-4 for your employer. See the information below.
You are not 'exempt' from tax so it's unlikely you will be able to exclude total withholding from your paychecks. For your employer 'exempt' means you do not think you will owe any tax at all. IRS Form W-4 and Instructions
Exemption from withholding. You may claim exemption from withholding for 2026 if you meet both of the following conditions: you had no federal income tax liability in 2025 and you expect to have no federal income tax liability in 2026.
Note 2: State - Yes, you are correct. As long as you have enough withheld to cover the prior year, any tax withheld will be considered as paid evenly throughout the tax year.
@lasq90
a month ago
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the...
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The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
a month ago
Yes. In order to delete the Earned Income Credit Form 8862 from your return in TurboTax Online:
1. Open your return
2. Click on Tax Tools, then Tools
3. Under Tools Center click Delete a Fo...
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Yes. In order to delete the Earned Income Credit Form 8862 from your return in TurboTax Online:
1. Open your return
2. Click on Tax Tools, then Tools
3. Under Tools Center click Delete a Form
4. Navigate to Form 8862 and select Delete next to it
If that does not work, try this:
1. Go to the search bar (magnifying glass) in the top right corner
2. Enter Earned Income Credit
3. Select Jump to Earned Income Credit
4. Answer No to the questions asking you if you want to claim EIC
See this TurboTax article for more information regarding the Earned Income Credit.
If you are trying to claim the Earned Income Credit after disallowance, the form will need to be completed.
a month ago
I’m getting charged an additional $35 dollars
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a month ago
If your spouse used desktop software the returns are stored only on the hard drive of the computer that was used to prepare the returns or on any backup device used like a flash drive. They are not...
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If your spouse used desktop software the returns are stored only on the hard drive of the computer that was used to prepare the returns or on any backup device used like a flash drive. They are not stored online. If you filed joint returns you have a right to copies of those returns---but you might need to get your attorney involved if your spouse is uncooperative.
Or----get transcripts for free from the IRS:
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
a month ago
Bonjour, J'ai acheté la version turboImpôt de Luxe 2025 chez Costco. J'ai téléchargé le logiciel à partir du site web de turboImpôt (turboimpot_2025.exe) . Et une fois dézippé, il y a rien qui se...
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Bonjour, J'ai acheté la version turboImpôt de Luxe 2025 chez Costco. J'ai téléchargé le logiciel à partir du site web de turboImpôt (turboimpot_2025.exe) . Et une fois dézippé, il y a rien qui se passe. Pas en mesure de localiser le logiciel dans l'ordinateur. J'ai enlevé le logiciel antivirus, mis à jour windows11 (version home edition) et toujours pas de résultats pourriez vous m'aider merci Nam Nguyen Kim
a month ago
I meet all the requirements per the IRS but TurboTax is not including it in my deductions.
Topics:
a month ago
Hi and thanks much for the reply! had done everything you said down to the last part So, still some questions. REVISED: The K-1 for line 14 says "I * K-1Wks QBI" so because the first letter...
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Hi and thanks much for the reply! had done everything you said down to the last part So, still some questions. REVISED: The K-1 for line 14 says "I * K-1Wks QBI" so because the first letter is a capital i, I selected capital i and it shows "I-Section 199A" . I left the amount blank and continued. Continuing leads to additional screens, but since this isn't business income, the only possible choice for "I" seems to be REIT dividends, which these are not. These are dividends from mutual funds in a multi-generation trust. I didn't reach a screen that said "We see you have Section 199A income" I don't see where I'm supposed to enter anything about "K-1 Wks QBI". Thanks for any additional help!!
a month ago
I am trying to print out the return to review it but it is on a loop and only saves to a PDF the return. It will not print to a hard copy. What do I need to do to get it to print?
a month ago
Thank you, DaveF. Unfortunately, I can't find this question, at least not in my Premier Desktop version. I went through: - Other Tax Situations > Additional taxes and repayments, but it has only...
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Thank you, DaveF. Unfortunately, I can't find this question, at least not in my Premier Desktop version. I went through: - Other Tax Situations > Additional taxes and repayments, but it has only specific boxes for various recaptures, installment sales, etc., but no question or free-form entry for "additional modifications." - Other Tax Forms > Miscellaneous tax forms... The "Learn More" link claims that it covers 8960, but the actual interview questions also don't add anything else. - I even tried deleting 8960 altogether, but the program just recreated it without triggering any additional interview questions. Looks like I have to do this in Forms view after all (in the 8960 worksheet, not the form itself). Thankfully that was easy enough, which I appreciate about TurboTax. But it would be nice if this were automatic in next year's version.
a month ago
1 Cheer
You do not need the beneficiary's Social Security number in order to claim a contribution to the Connecticut Higher Education Trust (CHET).
You can enter this information in your state return...
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You do not need the beneficiary's Social Security number in order to claim a contribution to the Connecticut Higher Education Trust (CHET).
You can enter this information in your state return by going through the income section on the page titled 'Here's the income that Connecticut handles differently'. Then under the Education category, find CHET Contributions and click Start to enter your information.
a month ago
Did this and got no assistance, no help. Waste of time and energy. Personally, I am done with TurboTax promising one free state and then double charging me, but this year charging me $80.00 to fil...
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Did this and got no assistance, no help. Waste of time and energy. Personally, I am done with TurboTax promising one free state and then double charging me, but this year charging me $80.00 to file one state return for my daughter. That is way out of line. I let go the additional $25 every year for several years now. For 2026, they have really stepped up the level of fraudulent fees charged to credit cards. I see and was even told to use the key words "billing issue" and got nothing, nada. This is a scam and nothing else can be concluded by this breach of contract, breach of trust, breach of product confidence.
a month ago
Hold off on filing your 1040-X for now; we're investigating the issue in the software. You'll be updated once any changes are made.
a month ago
I am the personal representative for an estate. I live in a different state from the deceased person. The Turbotax program (TurboTax Business 2025) wants me to file the state tax return in my state...
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I am the personal representative for an estate. I live in a different state from the deceased person. The Turbotax program (TurboTax Business 2025) wants me to file the state tax return in my state. I need to file in the deceased's state. How can I get the program to generate a return for the deceased's state?
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a month ago
My spouse filed through turbotax desktop edition and they have the account details
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a month ago
Do you mean online Premium---there is no online Premier. Premier is desktop software.
When you use online TurboTax software you get one return per fee.
Each return needs its own e...
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Do you mean online Premium---there is no online Premier. Premier is desktop software.
When you use online TurboTax software you get one return per fee.
Each return needs its own email, account and user ID. If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596
https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/
