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That was it! Thanks a lot for your help.     > and if lines 6-12 are empty you probably have asterisks...   This is good to know. I did see asterisks in form 8606 indeed and was wondering what they mean. Now I know. 

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

After you entered the Dividend information and the Foreign Taxes paid, there is one more step you need to complete to claim your foreign taxes.    Go to Federal> Deductions & Credits   Scroll down to Estimates and Other Taxes Paid. Find Foreign Taxes and click Start/Revisit. The software will ask if you want to take the Credit (Form 1116) or the Deduction (Schedule A). Navigate until it asks where you received the dividend information from.here you will confirm the country that you reported from your 1099 DIV  entry. Next screen mentions income from Foreign Country, her eselect the country and then select then Select Report income Report Foreign Tax Paid to RIC and then put a check mark in the Box next to where it says Dividends Paid By Finish Scrolling through the interview without entering anything else and you should see a credit appear in the your return if you are entitled to a credit.        

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Yes, enter the full amount ($10,000 in your example) that should be taxed in Utah (UT) since the W-2 state wages are not accurate. It would seem based on your question that the federal amount should equal the UT amount. The only reason there would be a different number is if you were a part year resident in UT and had wages that were not earned or received from a UT employer.

See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

Podrías ser un poco más específico en tu pregunta?   Si lo que quieres es cancelar un préstamo o adelanto de tu re-embolso, lo puedes hacer si tu declaración aún no ha sido aceptada por el IRS. Si ya el préstamo fue aprobado no lo podrás cancelar directamente a través de la aplicación. En caso que no hayas presentado tu declaración puedes usar la función “Borrar y Empezar de Nuevo” (Clear and Start Over) en el menú "Herramientas impositivas" (Tax Tools) para eliminar los datos y el préstamo solicitado.   Para esto, sigue las instrucciones que aparecen en el enlace que te comparto: ¿Cómo borro y empiezo de nuevo?  

Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.   @user17742644173 

Here is the solution: 1.  Have PNC bank send you your transactions as an excel spreadsheet, which they can do. 2.  Use excel and save the excel spreadsheet as a .csv file 3.  Go to the website easytxf.com and upload the csv file and the program will create a txf file 4.  Import the txf file into turbotax and you will have all your transactions.

When you first open your return, the whole menu on the left does not show open, it will only show Tax Home and Documents.  You will need to select Tax home, for the rest of the menu to open.     Once you are there go to File, then proceed to the screen, "Review Your Federal Filing Choices". Review your Identifying Information (AGI). If you filed a prior year return, you must enter the Prior Year AGI for the Taxpayer (and Spouse if applicable). Do not use the tabs at the top of the screen to exit this interview. Once you have made the necessary corrections, you may resubmit this return for electronic filing. If the reject continues, you may need to print and file this return by mail.   @user17742668232   

Let's first check your 1040 Tax return, and then you may have to go back through the interview.   You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax.   On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. This will bring up a copy of your 1040 Tax return. Total IRA distributions are on line 4a Taxable distributions are on line 4b 4a should be greater than 4b by the amount of the ROTH distribution.   If this is not the case, you can go back and check the interview.   Start at Wages & Income  Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit] Select the Roth posting Use the pencil on the right to Edit your postings Go thru the entire interview Pay specific attention to your entry in Box 7 of your 1099-R. Code indicating a ROTH distribution are: J (early distribution),  Q (qualified, 5-year rule met),  T (unsure if the 5-year rule is met), and  H (direct transfer/direct rollover).

It appears that you’re running into the phase-out logic for the new "No Tax on Car Loan Interest" deduction (One Big Beautiful Bill Act (OBBBA) for the 2025 tax year).   Single filer in 2025: the car loan interest deduction begins to phase out at a Modified Adjusted Gross Income (MAGI) of $100,000 ($200,000 MFJ) and is completely gone at $150,000.   The IRS reduces your maximum allowable deduction (not your actual expense) by $200 for every $1,000 you are over that $100,000 threshold. Full Deduction: $100,000 or less   No reduction: $10,000 Your Situation: $138,000 ($38,000 over limit X $200/$1,000): $2,400 Fully Phased Out: $150,000 or more ($50,000 over limit X $200/$1,000): $0 Your MAGI is $138,000, so your personal cap for this deduction is $2,400.   However, there is a secondary rule in the 2025 tax code (found in the new Schedule 1-A instructions):   If your calculated "Allowable Deduction" (the $2,400 cap) is already significantly reduced by the phase-out, the IRS applies a floor.  IRS 1040 (page 109)   If your actual interest paid is less than the "reduction amount" already applied to your cap, the benefit often zeros out.     Since you are $38,000 over the limit, the "penalty" to your deduction is $7,600 ($38 \times 200$). First Case: 10,000 (Max) - $7,600 (Phase-out) = $2,400 deduction. Second Case: $335 (Actual) - $7,600 (Phase-out) = $0 deduction. And finally... Make sure that your vehicle actually qualifies for the car interest-rate deduction: Must be the original owner (used cars don't count). The vehicle's final assembly must have been in the U.S. The loan must have originated after Dec 31, 2024.

The TurboTax Free Edition is for customers who are filing  simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product such as Deluxe.   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. You may not have been able to pay your TurboTax fees with your refund because you did not meet one of the requirements for this service.   They are as follows.   Your refund must be enough to cover your TurboTax fees. You must have an address in the United States. You must be e-filing. The name on the bank account must match the name on the tax return. Your refund must be directly deposited into a single account.    You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support  Click here for How do I downgrade to a different TurboTax Online product? Please return to Community if you have any additional information or questions and we would be happy to help.

You do not need to remove the amount from Box 85 of your T4 slip under medical expenses. you will be able to choose who will claim medical expenses. To transfer your medical expenses to your spouse, follow these steps:      1. Go to Medical Expenses section      2. You’ll see all entered expenses (including Box 85 if applicable)      3. Look for:          "Claim on your return" OR "Under your spouse's return."      4. Select your spouse’s name instead of your own   Thank you for choosing TurboTax.