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I am able to report a military pension for a taxpayer age 46 and the 10% penalty for early withdrawal is not reported.   The IRS form 1099-B reports:   an amount in box 1 and in box 2a, code 7 in box 7, IRA/SEP/SIMPLE is not checked, Military retirement is checked, Non-qualified plan is checked. What version of TurboTax are you using?   @TonyCer 

If you have bought TurboTax Online, please go to TurboTax  to use your code before you start your returns. You can see this TurboTax FAQ for step-by-step instructions: In TurboTax Online, how do I use a prepayment code? . Please note that you can only use the code once in one account. Using the code again will give an error message. If you have bought TurboTax Desktop, you will be asked for the license code when you install the software. Please see this TurboTax FAQ for more information on the license code: Where's my TurboTax licence code? .You can download the current version of TurboTax Desktop edition here: Download TurboTax® for Windows PC | TurboTax® Canada. You can download older versions of TurboTax Desktop edition here: Where can I get the Desktop edition of TurboTax?.   Thank you for choosing TurboTax.

I was able to file an amended return without any additional Turbotax charge.  Based on the amended calculations, rather than me owing the state of Maryland, they owe me for overpayment.  However, at this point, they have debited my checking account for the amount in the initial filing, which included interest charges.  Although they indicate they have received the amended return, there has not been a corresponding financial transaction based on the amended return.

Your description of how TurboTax Pennsylvania handles the U.S. government‑obligation dividend allocation is consistent with how PA law works, and the method you outlined is a reasonable and defensible interpretation of what TurboTax is trying to do. Pennsylvania does not follow Maryland’s allocation rules, so differences between the two states’ results are normal and expected as we have discussed previously.   Pennsylvania taxes all dividend income unless it is specifically exempt. Interest from U.S. government obligations is exempt from PA tax, but PA requires an allocation when:   You lived in more than one state during the year  Your 1099‑DIV includes both taxable dividends and U.S. government‑obligation interest  The fund does not break out PA‑specific amounts for each residency period  PA law does not require the allocation method to match Maryland’s, and PA does not allow expense deductions against dividend income.   TurboTax PA’s “Dividend Summary” screen essentially asks you to provide:   Total ordinary dividends (from federal return)  Total U.S. government‑obligation interest (from federal return) Your adjustment amount (your manually entered PA‑resident portion of dividends) TurboTax then appears to compute: PA‑resident share of dividends=Total dividends−Adjustment amount This is reasonable because:   PA law does not prescribe a specific formula for multi‑state residency allocation. A pro‑rata allocation based on dividends received during PA residency is a standard, widely accepted approach. Your result ($345 out of $524) is less than both the total U.S. gov‑obligation interest and the PA‑period dividends, which is exactly what should happen. @mkaprelian     

It depends. For an internship paid on a 1099-NEC, expenses must meet IRS rules for business deductions. Your wife is considered self-employed for tax purposes since she received a 1099-NEC. Rent: Rent for housing is generally not deductible as a business expense unless it is directly related to a business office or workspace. Rent paid just for living expenses during the internship usually isn't deductible. Meals: Meals during business travel are deductible at 50% but only if the travel requires an overnight stay and is away from the tax home. Meals she paid for while living away could qualify if the internship location is considered away from her tax home. Travel: Travel expenses to and from the internship may be deductible if the location qualifies as away from her tax home and the assignment is temporary (one year or less). Regular commuting expenses within the same area usually aren't deductible. In summary, rent is unlikely deductible; meals and travel may be deductible but only if the IRS rules about tax home, overnight travel, and temporary assignments are met. Keep detailed records of all expenses.

Vous pouvez installer le logiciel sur jusqu’à 3 ordinateurs vous appartenant (à domicile ou au travail). Vous n’avez qu’à utiliser le compte Intuit qui a originalement été utilisé pour activer le code de license.   Merci de choisir TurboImpôt.

It depends. Enter the exact date you made the payments. If you have entered all the estimated payments and the date they were paid you should be able to move forward without concern. Also be sure to you are selecting Federal, and after completing that section, select State estimated taxes for 2025 to enter your state estimated payments. The link below is posted for your convenience and review. Where do I enter my estimated tax payments? The following are two steps to take. One to clear any background debris and the other is to review your 1040 to see the estimated tax payments in place for the federal return. Close your return before you begin. Try clearing the cookies and cache.   It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options.   How to clear your cache Once this is complete open your return and try again. If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040 -- Scroll to the 2nd page under 'Payments' For TurboTax Desktop, change to 'Forms' and review the forms    You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   Please update if you have additional details or questions and we will help you.

Si vous avez utilisé TurboImpôt Enligne les années précédentes et que vous avez téléchargé celles-ci sur votre appareil, le format est un .PDF. Ce qui signifie que vous devez avoir Adobe Acrobat Reader sur votre appareil pour ouvrir ces déclarations.   Merci de choisir TurboImpôt.

@user17742137094  Be aware that Caller ID can be spoofed in sophisticated scams.   I wouldn't use the phone's "return call" feature in case it actually leads to a different number.   If you want to phone TurboTax Support, I would enter the numbers myself.  Here's their contact page.   TurboTax Customer Support 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

Yes, is the short answer. Please provide any additional details if you need further assistance as you continue through your tax return. A surviving spouse named as the sole beneficiary of a 457(b) plan has unique options, including rolling the balance into their own IRA or another qualified plan to defer taxes. If not rolled over, the account can be distributed over the spouse's life expectancy or within 10 years.

Did you happen to receive a state tax refund in 2025 for the taxes you filed for 2024?   If so, here is exactly why your Schedule A, Line 5a is lower than the gross total of your payments, and why TurboTax is doing it this way.   Under normal circumstances, if you deduct state taxes one year and get a refund the next year, the IRS forces you to claim that refund as "Taxable Income" on your federal return. However, when you make a prior-year estimated tax payment (like a 2024 Q4 payment made in January 2025) AND you receive a refund for that same prior year, you trigger a special IRS rule found in Publication 525.   The IRS states that you cannot take a federal deduction for a state tax payment if that money was ultimately refunded back to you. Because your delayed 2024 payment and your 2024 refund both occurred in the same calendar year (2025), the IRS requires the software to allocate the refund and offset it.   TurboTax is netting your 2024 refund against your 2024 payment so that you only get credit for the "net" amount you actually paid.   Here is what is happening on your return: When you deleted the 2024 payment: TurboTax simply added your 2025 W-2 withholdings + your 2025 estimated payments. Because neither of those had anything to do with 2024, the math matched perfectly. When you added the 2024 payment back: TurboTax recognized that you made a 2024 payment, but it also saw your 2024 refund. It automatically subtracted the allocated refund amount from your 2024 payment. For Example: Let's say your 2025 withholdings and estimates equaled $5,000. You also made a 2024 estimated payment of $1,000 in January. Normally, your Line 5a would be $6,000. However, if you received a $400 state refund for 2024, TurboTax subtracts that $400 from your $1,000 payment. It only adds $600 to your Schedule A. Your Line 5a becomes $5,600—which is greater than your 2025-only totals, but less than the gross total you actually paid out of pocket. By subtracting the refund directly from Schedule A, Line 5a, TurboTax is keeping that refund from being added to the very top of your tax return as "Taxable Income." This keeps your Adjusted Gross Income (AGI) artificially lower, which can protect you from hitting certain tax phase-outs or Medicare premium surcharges.

Credits for federal and state tax returns can be refundable or nonrefundable. Nonrefundable credits can only reduce your tax due to zero, while refundable credits can give you a refund after your tax due is zero.   It may be that even though your Pennsylvania W-2 tax withholding covered your PA tax liability, you have a PA refundable credit that is giving you a refund.    If you are in TurboTax Online, you can go to Tax Tools>Tools>View Tax Summary and look at the PA Tax Summary where you can see tax credits.   In TurboTax Desktop, you can go to Forms Mode and look at the PA-40 tax return. Credits are on lines 22 and 23.

Yes, you are correct that long-term disability is not taxable as Illinois income. You don't enter this on Schedule M however. There is a specific way you will enter this in your Illinois State return in TurboTax.   Go to your illinois State Return Go to a screen that says "Here's the income that Illinois handles differently" Select Retirement Income Deduction If working in Turbo Tax Online, navigate until you reach a section that says "Other retirement distributions." Here is mentioned Illinois allows a deduction for other government retirement plan distributions reported on W-2's, such as excess benefit fund payments.  Although LTD, isn't specifically mentioned, this is where you will enter the amount not taxable by Illinois.      4. In the desktop version, it's the same menu path except when you select Retirement Income           Deduction, the very next screen is where you will enter the non-taxable LTD amount..   @cathy5sisters