turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

If you filed a joint tax return the AGI on line 11 of your 2024 Form 1040 is the same for both spouses.      But---you are saying "he did not file"--- which is puzzling.   If you are legally marr... See more...
If you filed a joint tax return the AGI on line 11 of your 2024 Form 1040 is the same for both spouses.      But---you are saying "he did not file"--- which is puzzling.   If you are legally married you can file a joint tax return even if one spouse had little or no income.  That way you get the higher standard deduction for a married couple and are eligible for more tax credits.   You also do not mention what kind of disability income he is receiving.       How have you been filing your tax returns?   Have you been filing married filing separately in the mistaken belief that MFS would be better?   Or when you say he "did not file" do you just mean his income was not entered on your tax return?   Please explain.  If he receives Social Security disability that income must be entered on his tax returns.
Was it purchased new in 2025?
The company that administers my IRA and the RMD this year gave me two 1099 R's.  One for the RMD and the other for the QCD.  When I import them into TurboTax it treats it as though I didn't provide t... See more...
The company that administers my IRA and the RMD this year gave me two 1099 R's.  One for the RMD and the other for the QCD.  When I import them into TurboTax it treats it as though I didn't provide the correct payment for my RMD and signifies that I have to pay a $437.00 penalty. This is the first time the admins have done it this way and I'm wondering if this is normal and if there is a workaround for it? 
Hi! Beside line 15, it has ‘TOTAL STATE’ and then nothing in box 16. Why is that missing a dollar amount?
Problem is that I was not issued a 1099-K as my income was less than $20,000. 
To complete and file a 2022 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2022 desktop editions from this website - https://turbotax.int... See more...
To complete and file a 2022 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2022 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2022 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.   Note - If the 2022 tax return has a tax refund, you have until April 15, 2026 to file the 2022 tax return.  If filed after that date the refund will not be paid as it will be past the 3 years from the due date of the 2022 tax return.
Home Sale with Rental and Home Office Depreciation: In your situation the sale should be reported as a sale of your home. This means that in the rental activity you must be sure to select in Proper... See more...
Home Sale with Rental and Home Office Depreciation: In your situation the sale should be reported as a sale of your home. This means that in the rental activity you must be sure to select in Property Info it was sold and when prompted select Special Handling (this stops TurboTax from looking for sale information in the rental).  For both the rental and the home office you can also select that it was converted to personal use. The sale should not be reported in the rental activity or the home office. The information you need to collect for the sale of you home is noted below.   When you enter the home sale in TurboTax it will ask for a couple of items that are needed to report the sale correctly.   The total depreciation expense that was allowed during the period it was available for rent, include the total depreciation used as a home office as well.  Check your prior tax returns for this figure from both the rental and the home office. The total number of days the property was available for rent during the ownership period.  Results: The amount of depreciation that was allowed will be completely taxable up to the amount of gain received on the sale. The remaining gain if any, will be split between taxable and amount eligible for exclusion by using the following formula. The total days available for rent will be divided by the total days owned to determine the portion of the remaining amount of gain that is taxable for the rental period The balance will be eligible for the home sale exclusion TurboTax will do all the calculations based on your entry Steps to enter the Sale of Home in TurboTax: Wages and Income > Less Common Income > Sale of Home On the screen Primary use of home select 'Yes' Enter the number of days used as a rental (nonqualified use) Continue to Depreciation after May 6, 1997 > Enter the total depreciation for rental and home office in both boxes This will allow TurboTax to handle the sale with the correct amount of taxable gain and excluded home sale gain.    @user17710097333 
I maxed out my $4,300 HSA contribution in early 2025. I got married in early June & my wife has an FSA that I became automatically covered by. So my 2025 contribution limit was actually only $2,150 a... See more...
I maxed out my $4,300 HSA contribution in early 2025. I got married in early June & my wife has an FSA that I became automatically covered by. So my 2025 contribution limit was actually only $2,150 and thus I have an excess contribution of $2,150 + earnings on that to be removed.   I contacted my HSA custodian Optum Financial. That had me fill out an excess contribution removal form. They explicitly told me to leave the box for earnings on the excess contributions blank. Fast forward and they only returned the $2,150 and told me I was told incorrect information & that they do not calculate the excess earnings. They are now telling me I cannot remove the excess earnings because they cannot send them back alone, they can only do so if they are sent back along with an excess contribution.   So what do I do now? Has anyone had a similar situation and was able to get the earnings removed on their own?   I haven’t done the formula yet but the earnings is probably $300-400. If I can’t get that removed, how do I report this as income, and specifically as excess earnings that have not been removed, which will incur a 6% excise tax? The 1099-SA that I am going to receive is only going to show the $2,150 in excess contributions that was removed with $0 in earnings removed.   The issue is further compounded by the fact I continued contributing in 2026 even though my spouse still has an FSA (we are still on separate health plans; was unaware her FSA automatically covered me & made me ineligible for HSA until a few weeks ago). The $900 of YTD contributions in 2026 will be returned to me via payroll. There is still going to be earnings on that excess contribution in 2026. How can I get my custodian to send back the excess earnings by itself since the contributions are coming back via payroll? Seems crazy an HSA custodian can just refuse to do so.
As mentioned previously in this thread, the $35 dollar fee you are referring to is for accepting the Up to 5 Days Early Option. In order to get the early refund you have to open a Credit Karma acco... See more...
As mentioned previously in this thread, the $35 dollar fee you are referring to is for accepting the Up to 5 Days Early Option. In order to get the early refund you have to open a Credit Karma account. You can always go back and choose a different refund method, such as regular direct deposit, which has no fee.   For additional information see the following sites:   How do I review my fees in TurboTax Online?  Why am I being charged for TurboTax Free Edition?
  I HAVE TO VERIFY MY IDENTITY     Sometimes the IRS chooses returns randomly to request verification of identity and sometimes there is something on the return that triggers the request.  No... See more...
  I HAVE TO VERIFY MY IDENTITY     Sometimes the IRS chooses returns randomly to request verification of identity and sometimes there is something on the return that triggers the request.  No matter why the IRS has required you to verify your identity, you need to follow their instructions in order to receive your refund.  If you do not verify your identity you will not get your refund.   https://turbotax.intuit.com/tax-tips/security/tips-for-handling-identity-verification-requests-from-the-irs/L55RhaS2B   https://www.irs.gov/identity-theft-fraud-scams/identity-verification-for-irs-letter-recipients
J'ai révisé le t4rif comme ok mais il n'y a pas de t4a à réviser tel que suggéré par la révision.
I'm not sure what the problem was but I fixed mine by going into tax tools > delete a form and deleting 8889 and HSA worksheets and starting over
MY RETURN IS UNDER REVIEW The IRS -- and the states-- are getting more and more vigilant to prevent identity theft and fraud.   People who file very early in the season are sometimes scrutinized mo... See more...
MY RETURN IS UNDER REVIEW The IRS -- and the states-- are getting more and more vigilant to prevent identity theft and fraud.   People who file very early in the season are sometimes scrutinized more.  Do not take it personally.   TurboTax does not get any information from the IRS or your state after they accept your return, so no one at TT knows that your refund is delayed or why.  All you can do is wait for the state to finish processing your return.  Watch the refund site.  If the state wants more information from you they will request it. If they want you to verify your identity, you must follow the state's instructions in order to do that.   In many cases they will send you a letter—and you will have to wait for that letter.
No, you cannot add your 2022 income to your 2025 return.   You can file a 2022 tax return  by following the instructions in this TurboTax Help article.
@Duggadug2018 Are you using any of these forms? Why does TurboTax say my forms are locked or haven't been finalized? We're working hard to finalize all tax forms to meet Canada Revenue Agency (CRA)... See more...
@Duggadug2018 Are you using any of these forms? Why does TurboTax say my forms are locked or haven't been finalized? We're working hard to finalize all tax forms to meet Canada Revenue Agency (CRA) and Revenu Québec (RQ) requirements. Some of these forms aren’t ready yet in TurboTax. If your return has one of the below forms, you can't file your return in TurboTax yet. If you are a TurboTax Online customer, we will notify you via email when your forms are ready to file in early March 2026. We appreciate your patience while we work on finalizing these forms. Thanks
"If I do a direct rollover of the Roth 457 to the Roth IRA, can I then withdraw the post-tax contributions I made to both accounts tax and penalty-free?"   Yes.  Your contribution basis in the Roth... See more...
"If I do a direct rollover of the Roth 457 to the Roth IRA, can I then withdraw the post-tax contributions I made to both accounts tax and penalty-free?"   Yes.  Your contribution basis in the Roth 457(b) becomes contribution basis in the Roth IRA.  The Roth IRA ordering rules apply to Roth IRA distributions no matter how the funds came to be in the Roth IRA.  This is one reason that people roll funds from a designated Roth account in an employer plan over to a Roth IRA, to be able to access all of their contribution basis without the distributions being pro-rated between nontaxable and taxable amounts.
CAR LOAN INTEREST Go to Federal>Deductions and Credits>Cars and Other Things You Own>Car Loan Interest The amount will go on Schedule 1a and end up on Form 1040 on line 13b
Do I amend my 2025 return and add 2022 if the irs is holding my 2025 refund because of 2022