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Are you saying that the $5,000 rule applies across donation dates and charities? That is, if the total of my non-cash donations of clothing and household items is more than $5,000, I need to fill out Section B of Form 8283, which seems to require an appraisal of the donated property? It never occurred to me to have these low-FMV items appraised, and now, of course, they're gone.

Yes.  You should add your overtime wages to take advantage of the Overtime exclusion .  If you signed out, then you can select Income>>edit next to the W-2 you were working on.    If your W-2 has the amount in box 14,  that is the only place you will need to add it. Then when you hit continue, you will be asked a few questions to see if you qualify for the OT exclusion and to make sure that the right amount is being excluded.      If it does not have your OT in box 14, then hit continue and the screen after the W-2 will ask if any of these uncommon situations apply.  Put a checkmark in the box for Overtime.  You will then be asked a few questions to see if you qualify and be given the chance to add your OT.  You can either have TurboTax calculate the amount or you can select that you know the amount.     To qualify the following must apply: You must be a non-exempt employee eligible for Overtime under the federal Fair Labor Standards Act The Overtime must be on hours worked OVER 40 hours.  (if you live in a state where OT pay is required after 8 hours, this does not apply) Overtime must be paid at more than your regular hourly rate.   Your filing status cannot be Married Filing Separately Your income must be less than $150,000 if you are single or $300,000 if Married Filing Jointly.

Once you get it, see the steps below to enter it on your return:   Open your return Go to IP PIN On the Identity Protection PIN screen, answer Yes. Select Add and enter your IP PIN in the space provided. Select Continue, then select Done. @user17737820630 

To get back to your state return and make corrections:   Open TurboTax account and open your return. On the column on the left, select State Select the State Taxes tab in the upper portion of the screen Click "Continue" to modify your state return  

Please advise as to whether anyone has had success uploading 1099 supplemental statements from Merrill Lynch without deleting previous imports. It is now late in March and this issue is horrific! The software issue everyone has clearly denoted as a flaw appears to remain unreslved. TT please advise as to when this will be fixed!

You can use TurboTax Do It Yourself on any PC or Mac with a current web browser. You can also use the TurboTax mobile app for iOS and Android devices to do your taxes on your smartphone or tablet.   https://turbotax.intuit.ca/tax/software/online  

After you entered the SSA-1099 there was a following screen asking you if you lived in any of the countries listed.  If you answered Yes then SS benefits were not taxed.  You should have answered NO if you did not live in any of the countries listed so the SS benefits could be taxes, if required.   Amend your tax return and change your answer to the question.   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   To enter Social Security benefits reported on form SSA-1099 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 Social Security (SSA-1099, RRB-1099), click the start or update button

Here is some guidance on how to split your RMD and Charity in TurboTax.    On your Form 1099-R, look for the Code used in Box 7. It might have a "Y" Code. If this code was used, it tells the IRS that the money was a distribution to charity. However, if you see Code 7, which means regular distribution, you will still be able to indicate how much of your distribution went toward charitable contributions. Here are the steps to follow:   Go to Income on the left panel within your TurboTax account Select Wages and income summary located at the bottom of the drop down menu Click Add/Edit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R Change how I enter my form box On the next screen, select Edit to the right of your Form 1099-R with the QCD,  then Continue Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported) Next, check the, I have more than one value in Box 7 box and select Y from the drop down menu (to trigger the Charitable Contributions questions) Ensure the IRA/SIMPLE/SEP box is checked, then Continue Continue answering the questions, pressing Continue to advance When you reach, Do any of these situations apply to you?, check the box that reads, I transferred all or part of this money directly to charity, Continue Next, write in the total amount of your RMD (Don't include your donation amount yet) Next, check the, Some of this distribution applied to the December 31, 2025 RMD and enter your RMD again On the next screen, How much did your provider transfer directly to charity?, enter the amount of your total distribution that was your QCD, Continue Continue answering questions. When you reach, Let's go over any required...(RMD), click Continue (not the pencil)    Note: The above steps should clear the error, but it may be necessary to delete Form 5329 that was already triggered by doing the following:   Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 5329