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Thanks and sorry if I wasn't clear.   Because I overrode some entries for the 2nd state return, TTAX won't let me e-file any of the returns.   I would prefer not to have to send all 3 via US Mail
Let's try this:   Delete form 321 (if that's the one that has the duplicate entries). Then go back into the Arizona interview and re-enter your credit entries, being sure to enter things just onc... See more...
Let's try this:   Delete form 321 (if that's the one that has the duplicate entries). Then go back into the Arizona interview and re-enter your credit entries, being sure to enter things just once.   To delete a form, do the following;     *** Desktop/Windows***   1. Go to the upper right and click on Forms, and  2. Select the desired form (form 321) under Arizona. Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   1. Switch to Forms Mode by selecting the Forms icon. 2. From the menu, select the form (form 321) under Arizona you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   1. go to Tax Tools (on the left), and navigate to Tools->Delete a form  2. delete form 321 (under Arizona)   3. go back and redo your Arizona interview.    
You need to report the sale proceeds as investment sales. If you can determine the cost basis you can enter that, or enter $0 if you aren't concerned about it, as it may be minimal. For the dates, yo... See more...
You need to report the sale proceeds as investment sales. If you can determine the cost basis you can enter that, or enter $0 if you aren't concerned about it, as it may be minimal. For the dates, you need to pick an acquisition date that will either give you a long-term holding period (over one year) or short-term (one year or less). Again, if the amounts are minimal you can choose a short-term period if you want to be conservative, as that would likely give a less favorable tax treatment. Otherwise, you may have to ask the broker for help determining an accurate cost basis and acquisition date.
Thanks,  that helped, and I was able to figure it out from there.
A number of sources indicate that for a non-itemized return, cash charitable donations are above-the-line, i.e. subtracted from the AGI. One example: https://tax.thomsonreuters.com/news/a-tale-of-two... See more...
A number of sources indicate that for a non-itemized return, cash charitable donations are above-the-line, i.e. subtracted from the AGI. One example: https://tax.thomsonreuters.com/news/a-tale-of-two-above-the-line-deductions/ However, in agreement with your comment, IRS Topic 506 doesn't actually say whether the deduction is subtracted from AGI or treated explicitly as a deduction after AGI in calculating Taxable Income. In either case, if I am correctly interpreting IRS 506 (maybe I'm not...), Taxable Income should decrease by the amount of the contribution. So apparently TurboTax ignored that tax law change in the WhatIf calculations for 2026 presumably until the IRS decides. I would have preferred that the What-If form contained a provisional line item (maybe color coded as a warning, with a pop-up to explain that it is provisional) rather than just ignore the tax law change. Or even just an explicit list of tax changes or situations that are not supported. The On-Demand Guidance for the What-If worksheet only says "The What-If Worksheet does not support all calculations that may be required for every tax situation."
Estimated taxes are calculated based on the tax you expect to owe for the year, so if your taxable income will be $12,000 lower in 2026, your estimated tax should also go down.    You can calcu... See more...
Estimated taxes are calculated based on the tax you expect to owe for the year, so if your taxable income will be $12,000 lower in 2026, your estimated tax should also go down.    You can calculate it by estimating your total 2026 income, subtracting deductions, figuring the tax using the IRS tax tables, then dividing that amount into four quarterly payments.    To avoid penalties, the IRS “safe harbor” rule says you can instead pay 100% of your 2025 total tax (110% if your AGI was over $150,000), even if your 2026 income is lower.   
@itsme1 If the federal tax return is being e-filed, then any of the state tax returns can either be e-filed or printed and mailed.  It is your choice.
To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mo... See more...
To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mortgage Interest, Refinancing, and Insurance, click on the start or update button If paid directly On Property Taxes, click on the start or update button   To enter edit or delete Personal Property Taxes - Click on Federal Taxes (Personal using Home & Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Cars and Other Things You Own On Personal Property Taxes, click on the start or update button
Autocalculated amount 1099-R Summary line 40 "Nontaxable Distrubtions for Sales Tax Deductions"....  then autofilled amount as discount/credit to 1040 Line 4a-- resulting in incorrect amount 1040 Lin... See more...
Autocalculated amount 1099-R Summary line 40 "Nontaxable Distrubtions for Sales Tax Deductions"....  then autofilled amount as discount/credit to 1040 Line 4a-- resulting in incorrect amount 1040 Line 4b.   Why would an RMD have a Sales Tax Deduction??    I'd manually fix if I could but unable to change Sales Tax amount to Zero.
The problem isn't with the federal return.  OF the 3 my priority is to submit this one e-file
I've let our development team know about this issue.   Thank you for letting us know.      
"Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?"  Box 2a is blank and Box 2b is "taxable amount not determined... See more...
"Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?"  Box 2a is blank and Box 2b is "taxable amount not determined".  
I agree! Turbo Tax should change this, and only the sum up or down, not individual entries.
IF the federal tax return is not e-filed, then all the tax returns have to be printed and mailed.
Not sure what calculation you are referring to and what your question means.  But, Estimated taxes (ES) are meant to be paid "timely" = quarterly by default, in order to meet the 'safe harbor' amount... See more...
Not sure what calculation you are referring to and what your question means.  But, Estimated taxes (ES) are meant to be paid "timely" = quarterly by default, in order to meet the 'safe harbor' amount of tax due to avoid a penalty.  The safe harbor is the smaller of: 100% of prior year tax (110% if prior year AGI > 150k or 75 if filing MFS), or 90% of current year tax.  Take that safe harbor, minus withholding, and divide by 4 and that is what is due in ES per quarter, by default.  Withholding is always considered timely.   When you file for 2025, Turbotax will generate ES vouchers by default based on 100/110% of prior year tax and assumes withholding for 2026 is the same as 2025.  You can provide 2026 income information to further optimize the ES calculations under Other Tax Situations / Form W4 and Estimated Taxes (or use other calculators - these vouchers are not filed in your return and are optional to use).   See instructions for Form 2210 or Form 1040-ES for more information on the calculations.
@santosl2 Enter the Form 1099-R manually -   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using... See more...
@santosl2 Enter the Form 1099-R manually -   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
I got this mail piece from the IRS today - for tax year 2023.  We entered all interested received as noted on the 1099-INT.  And apparently the IRS used a cost basis of 0 (perhaps due to a change in ... See more...
I got this mail piece from the IRS today - for tax year 2023.  We entered all interested received as noted on the 1099-INT.  And apparently the IRS used a cost basis of 0 (perhaps due to a change in brokerage houses by our previous employer) vs the records we had.  How do we best defend the information we have vs what the IRS is saying is coming from "reported by 3rd parties" who are unnamed?
Yes, you should report the Tax-Free Amount Previously Recovered IF you made after-tax contributions to the plan.  If you did not, the Distribution Amount in Box 1 is the taxable amount.  However, if ... See more...
Yes, you should report the Tax-Free Amount Previously Recovered IF you made after-tax contributions to the plan.  If you did not, the Distribution Amount in Box 1 is the taxable amount.  However, if you did make after-contributions AND you have an amount in Box 2a, then that is the Taxable Amount, because the plan made the calculations for you, so that's all you need to enter in TurboTax.   The Simplified Method is only used if box 2a is blank (or Unknown) and box 2b (not determined) is checked.   Here's more info on Tax Free Amount Previously Recovered.   @kjhagan     
For multiple returns (one federal and two state) , is it possible to both e-file and US mail the returns?