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For 7 years Turbotax has given me the Bailey Settlement deduction (due to receiving a federal pension in NC), but this year the amount is zero.  I've indicated Bailey Settlement in the Federal input.... See more...
For 7 years Turbotax has given me the Bailey Settlement deduction (due to receiving a federal pension in NC), but this year the amount is zero.  I've indicated Bailey Settlement in the Federal input. On the NC Form where it shows Bailey Settlement as $0, I click on "Revisit" but it does nothing. Why is it not working this year?
I want to get a notification when the fix is available!  [email address removed]
It sounds like this RRB Form 1099-R (Green Form) may have been entered in the Standard Form 1099-R section instead of the RRB 1099-R section. TurboTax is looking for information to match the specific... See more...
It sounds like this RRB Form 1099-R (Green Form) may have been entered in the Standard Form 1099-R section instead of the RRB 1099-R section. TurboTax is looking for information to match the specific type of form being entered, so let's delete this entry and then re-enter it.   How to delete the 1099-R:   Go to the Income section Click Review on IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form Note: After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel. This helps to refresh the system Return to the Income section and re-enter your Form RRB 1099-R (Green Form), ensuring you select the RRB 1099-R box, before carefully following all of the prompts Note: a Blue RRB Form 1099 is not entered in the 1099-R section. That form is entered in the Social Security (SSA-1099, RRB-1099) section
I chose not to add Max Protection early in the process when doing my 2025 taxes (after reviewing the help menus knowing that I could add it later.)  So I declined it first, knowing I could add later.... See more...
I chose not to add Max Protection early in the process when doing my 2025 taxes (after reviewing the help menus knowing that I could add it later.)  So I declined it first, knowing I could add later.  Now I am done and at the final screen to pay and it does NOT provide the option.  What options, if any, do I have? I have changed browsers, re-reviewed a bunch of stuff ...nothing helps.
If TurboTax set up a direct debit with your state e-file, you generally can’t change the date in TurboTax after filing. Options: State DOR: Many states let you cancel or change an e-filed debit ... See more...
If TurboTax set up a direct debit with your state e-file, you generally can’t change the date in TurboTax after filing. Options: State DOR: Many states let you cancel or change an e-filed debit by calling before the debit date. See How do I contact my state Department of Revenue? Your bank: Ask to stop payment on that specific ACH debit (provide the state agency name, amount, and date). Do this a few business days before the scheduled draft. If you are able to stop the payment (otherwise you'll be paying double), then you can pay directly to your state, using a mailed in voucher, or the state's online portal.
If Box 6 (State Number) on your Form 1099-NEC is blank, you typically don't need to enter anything in TurboTax for that field unless your payer provided a state number.    If you can't continue w... See more...
If Box 6 (State Number) on your Form 1099-NEC is blank, you typically don't need to enter anything in TurboTax for that field unless your payer provided a state number.    If you can't continue without this step, try entering the federal tax ID number in box 6 of the 1099-NEC. This option should allow you to continue.
Hello For 2025 Turbo tax online Premium pricing, I have been offered ~$139 Including expert advise.   (This includes discounts through partners, I understand this could differ depending upon which d... See more...
Hello For 2025 Turbo tax online Premium pricing, I have been offered ~$139 Including expert advise.   (This includes discounts through partners, I understand this could differ depending upon which discount is picked up.). However,  In the prior years, Premium was offered around $80-$100 WITHOUT expert advise and optionally, I could add expert advise at additional fees.   Question 1 -  Has the Premium price increased and bundled with expert advise like I have been offered for 2025 (I want to make sure I am not missing out on just Premium WITHOUT expert advise to a lower pricing, as I do not need expert advise currently) Question 2 - If there is a Premium pricing WITHOUT expert advise, how can I switch to that?      Thank you  
Well in the first place the 1099R for a 401K should end up on 1040 line 5a and 5b.   The whole $100,000 will be taxable.   Did it go into a ROTH IRA or ROTH 401K account?   @dmertz   
You could also review the suggestions in this help article to troubleshoot Windows issues, or this help article for Mac issues.   If you have tried all of the options suggested and nothing works,... See more...
You could also review the suggestions in this help article to troubleshoot Windows issues, or this help article for Mac issues.   If you have tried all of the options suggested and nothing works, see here for information to contact TurboTax Support.   @johnrich787 
Thanks for your reply about using qualified allowable loss carry over to reduce the capital gains in selling the rental property. I have performed a hand calculation to estimate the taxes that will ... See more...
Thanks for your reply about using qualified allowable loss carry over to reduce the capital gains in selling the rental property. I have performed a hand calculation to estimate the taxes that will imposed on the "total gain" Line 24 and "depreciation allowed" Line 22 from Form 4797 Part III for the future sale. I found out that the only place that I used the "Capital Loss carry over" from 2025 income tax to reduce the 2026 capital gain is in "Schedule D Capital Gains and Losses" line 14 to obtain the net long term capital gain; then reported this gain to Form 1040 Line 7a Capital Gain (attached Sch. D) to compute the Adjusted Gross Income. Form 1040 Line 16 Tax ... will come from "Schedule D Tax Worksheet" Line 47 is Tax on all taxable income including capital gain. Question: Is my finding "correct" so far in estimating the 2026 income tax calculation with future sale of rental property? Thanks in advance for your reply.
@lmiceli Line 34900 shows you the Allowable donation for the year, which may not be the full amount of donations that you entered.   As for why it's not reducing your amount owing, are you prepar... See more...
@lmiceli Line 34900 shows you the Allowable donation for the year, which may not be the full amount of donations that you entered.   As for why it's not reducing your amount owing, are you preparing your return with a spouse/partner? Is it going on their return instead?   
Hello,   I'm using TT Online and trying to ammend a 2025 return.  When I get to the end to print the return, it shows 2 blank pages where the 1040-X should be.  I see reports of this on the forum f... See more...
Hello,   I'm using TT Online and trying to ammend a 2025 return.  When I get to the end to print the return, it shows 2 blank pages where the 1040-X should be.  I see reports of this on the forum for the desktop software, but not sure what to do with online.  
@DaveF1006, thank you for taking the time to provide a thorough and helpful explanation.  Based on my understanding and testing, it seems that there are two scenarios to consider in order to understa... See more...
@DaveF1006, thank you for taking the time to provide a thorough and helpful explanation.  Based on my understanding and testing, it seems that there are two scenarios to consider in order to understand the behavior of TurboTax on the screen entitled “Any foreign source qualified dividends or long term capital gains?"…   Scenario 1:  Form 1099-DIV, Box 1a = Box 1b TFI must equal the value of FQD entered on the screen entitled “Any foreign source qualified dividends or long term capital gains?" because, by definition, all dividends are qualified. This TurboTax behavior remains the same, whether FQD are adjusted or not. For reference, the adjustment is described in the IRS publication “Form 1116 Instructions” in the section “Qualified Dividends and Capital Gain Tax Worksheet (Individuals),” and the adjustment amount appears on the Foreign Tax Credit Computation Worksheet, Line 1k (“Adjustment required for QD/LTCG”).   Scenario 2:  Form 1099-DIV, Box 1a > Box 1b TFI can be greater than the value of FQD entered on the screen entitled “Any foreign source qualified dividends or long term capital gains?", in contrast to Scenario 1. This TurboTax behavior remains the same, whether the FQD are adjusted or not.  For reference, a helpful article illustrating this scenario is:  How to Enter Foreign Tax Credit Form 1116 in TurboTax.   Dave, can you kindly confirm (or correct) my understanding – for the benefit of all who may find this thread at a later date?   P.S.:  Abbreviations used herein… TFI:  “Total foreign income for this category” as displayed on the screen entitled “Any foreign source qualified dividends or long term capital gains?" when completing the Foreign Tax Credit interview.  It is also known as “Foreign dividends received” as entered on the screen “Tell us about your foreign dividends” when inputting the Form 1099-DIV information.  The amount is equal to Form 1099-DIV Box 1a multiplied by a “foreign source income percentage” specified in the supplemental tax reporting information provided by the mutual fund company. FQD:  “Foreign qualified dividends and 1.t. capital gains.” Form 1099-DIV, Box 1a:  Total ordinary dividends. Form 1099-DIV, Box 1b:  Qualified dividends.
No.  Since you are being claimed as a dependent you cannot enter any education expenses on your tax return, nor enter the 1098-T on your tax return.
Hello - I am trying to enter the sale of an inherited house from my mother which is at a loss split between beneficiaries (myself and sister).   We did not live in the house or use as personal reside... See more...
Hello - I am trying to enter the sale of an inherited house from my mother which is at a loss split between beneficiaries (myself and sister).   We did not live in the house or use as personal residence. I have a 1099 S.  I select Investments in TT and select Second Home and then I Inherited it.  I enter one half the sale proceeds and one half the value at date of death to show the loss.   On the next screen I do not select sales expenses were paid as they were not.  On the next screen I get "It turns out you can't take a loss on your personal-use property"    I believe this should be a loss up to $3000 per year.   Can you please explain how to enter this in TT?
Help..... I submitted my taxes and I believe I messed up, perhaps even a few years worth.   My W2 Box 12 W has $1760 in it, and that was transposed onto my return.   Then, I got to the deduction se... See more...
Help..... I submitted my taxes and I believe I messed up, perhaps even a few years worth.   My W2 Box 12 W has $1760 in it, and that was transposed onto my return.   Then, I got to the deduction section and selected the HSA "begin".   There it asked if I was "self" and add HSA amount, which I did, not realizing I am part of a cafeteria plan at that moment, and it seems I should not have added it in that case.    ON THE BACK OF THE W2, IT DOES SAY FOR BOX 12W TO ADD TO FORM 8889 THOUGH.     In the deduction section it also talks about "cafeteria plans" which I do have a high deductible plan, and it says I should not add the amount there and viewed as an amount I may have to pay taxes on??   1. Am I now being "taxed" on the HSA amount I put in on form 8889, since its viewed maybe as after tax? 2. Getting conflicting google searches if I should have put on Form 8889, after all the W2 says I should have 3.  Any idea on cost of amending the Federal return (assuming only that and not State)   Thank you
You cannot guess.  You will have to contact your employer as they should know the amount of overtime that you worked in 2025.