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Form NYC-1127  can be prepared in TurboTax, but it will need to be printed and mailed in.  The form will appear on a screen "Take a look at New York credits and taxes" and it will be near the bottom of that page under New York City Employment Taxes.   The form can also be filled out and submitted directly to NYC at NYC e-services.  

Yes, the interest from bonds of Canadian banks is included in my 1099 from my US RIC and commingled with the domestic interest.  As such, I won't separately report it.  There were no foreign taxes associated with this interest.    

The CRA considers box 48 of the T4A slip to be self-employment, and RL-1 Box O (code RD) is also for self-employed income.  You'll need to report the income as self-employment/business income. You only need to answer basic information, such as business name and address (can be your own), industry code, and fiscal period (Jan 01 to December 31).    In TurboTax, select Tax Profile > Your Tax Profile and make sure that T4A/Relevé 2/Relevé 1 is checked off. Then you should be able to add the Relevé 1 on the T4A page.        

The way depreciation is handled changed. Now, any section 1245 or 1250 gains must be recognized in the year of sale. All of your depreciation is hitting you this year, instead of being spread out as it was in the past. If the home was fully depreciated, that is a big hit for this year. Key lines: Line 5 - selling price - total value Line 16 is the gross profit. Line 18 contract price Line 19 profit % - verify your numbers on lines 16 and 18 Line 20 - Form 6252 instructions state: If this is the year of sale, enter the amount from line 17. Really, for the rest of the calculations. Do not enter zero. Line 21 - verify the payments you received  towards principal in 2025 only Line 24 -actual income for this year to be taxed.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Le crédit pour frais médicaux est un crédit d'impôt non remboursable. Ce qui signifie qu'il réduit le montant de l'impôt à payer.   Nous vous sugérons de bien réviser votre déclaration avant de l'envoyer.   Merci de choisir TurboImpôt.

Le crédit pour frais médicaux est un crédit d'impôt non remboursable. Ce qui signifie qu'il réduit le montant de l'impôt à payer.   Nous vous sugérons de bien réviser votre déclaration avant de l'envoyer.   Merci de choisir TurboImpôt.

I will try re-entering the 1099-R on my state I have already gone back to the Federal several times.  If I put the difference in as a subtraction in the Military Retirement Exclusion box it then shows as a negative amount so that didn't work.  I will try re-entering again.  It was also suggested that I file with the wrong amount and then file an amended return.  I'd rather not do that unless I have to so I will try re-entering the 1099 on my state form.   Thanks your help is appreciated. 

No, you shouldn’t have a penalty for 2025, but let’s double-check your 2024 situation to make sure you didn’t accidentally trigger a "Testing Period" violation. Here is how the "Last Month Rule" works and how it applies to your specific timeline.   The IRS allows a "full-year" contribution in 2024, even if you only had an HDHP for one month, provided you were eligible on December 1st (2024). However, this comes with a string attached: the Testing Period. If you use the Last Month Rule to contribute more than your prorated share, you must remain HSA-eligible (have an HDHP) through December 31st of the following year.    Since, you had an HDHP for all of 2024.  you were eligible for every single month, you did not need the "Last Month Rule" to make a full contribution. You earned your eligibility month-by-month. As a result, because you were covered for the full year of 2024, there is no "Testing Period" for you in 2025.   Since you lost HDHP coverage in January 2025, you are simply ineligible to contribute for 2025.  Losing coverage in 2025 does not "undo" your 2024 eligibility. You were a valid participant for those 12 months, so that money stays in your HSA tax-free.   You are ineligible to make a half-year contribution because you had no HDHD coverage on the first of any month in 2025. Your prorated limit dropped to zero. If you had HDHP coverage anytime during 2025, you could have pro-rated your contribution for the months you had coverage. For an example, if you had HDHP for six months, you could have contributed 1/2 of the yearly contribution limit for a HSA account ($4330 Self or $8550 for family).   Now to answer your original question, it sounds like your spouse was not on the plan since you were enrolled in the "self only" plan. If this is the case, you will need to delete her Form 8889-S from the list of forms if it is listed.   TurboTax Online Sign in to your account and open your return. On the left-side menu, select Tax Tools, then click Tools. In the pop-up window, select Delete a form. Find Form 8889-S (the "S" is for Spouse) in the list. Click Delete next to it and confirm. If you see a 1099-SA (Spouse) or HSA Wks (Spouse), delete those too log out and back in again to save the change. TurboTax Desktop (Windows/Mac) Open your return and look at the top right corner. Click the Forms icon to switch to Forms Mode. I In the left pane, look for Form 8889-S. Click on the form to open it in the main window. At the bottom of the screen (Windows) or under the Forms menu at the top (Mac), select Delete Form.   Confirm the deletion and then click Step-by-Step (top right) to return to the interview. Go back to the Deductions & Credits section for HSAs.   Start the interview from scratch. Only enter your information. When it asks if your spouse had an HSA or HDHP coverage, select No or None immediately to prevent the second form from being recreated. If you get that screen that you sent above, it means you selected yes and that is why the screen is being displayed as shown.              

dmertz, you seem to be very knowledgable about the issue. Thanks for all the responses here. You mentioned this thread is about 'code H'. But if I understand correctly, we are puzzled about rejection related to  "Rejected Form 1040 IRADistrbutionRolloverInd, IRADistributionQCDInd or IRADdistributionOtherInd", which might be caused by different things beyond just 'code H' handling.  Do you have any recommendation on that? We should wait for TT's fix or try out other reliable work-arounds?

To add a T4A slip to a 2025 tax return that has already been filed, you will have to file  an adjustment, but you should wait until you receive your Notice of Assessment (NOA). You can refer to this TurboTax link I've filed my tax return. Can I still make changes? for more information.   Thank you for choosing TurboTax.

Already filed, accepted, transcript shows 'Main Residence in U.S.: No' — how do I fix this? Same story as many here: TurboTax never asked me the question, box is unchecked, and my transcript is now wrong. I live in the US full time. I can't figure out how to amend it online, when I select "amend" the questions are the same as before, TurboTax support has been no help at all. Has anyone successfully amended after filing? How did you do it? Thanks!