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a month ago
So, at this point, I should not populate any fields that were not populated already. Like the drop down type boxes or any amount fields?
a month ago
I overfunded my HSA because my wife signed up for Medicare A and we didn't realize it would be a problem. I requested and received, in February, a refund from the HSA Administrator along with the int...
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I overfunded my HSA because my wife signed up for Medicare A and we didn't realize it would be a problem. I requested and received, in February, a refund from the HSA Administrator along with the interest accrued. My 1099-SA only reflects the disbursement I received for medical expenses in 2025. How do I enter the overpayment distribution into Turbotax? How do I answer whether or not I overfunded, since I got that amount returned? Will I get a 1099-SA in 2027 for the overfunded disbursement?
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a month ago
where so you input solar credit carryover
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a month ago
I've got the same problem. Logged back into my desktop turbotax to complete 2025. It's as if I never started it. It was complete (I printed the .pdf) except for filing. Checked One Drive, *.tax20...
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I've got the same problem. Logged back into my desktop turbotax to complete 2025. It's as if I never started it. It was complete (I printed the .pdf) except for filing. Checked One Drive, *.tax2025 search, etc. Using Windows. Very frustrating.
a month ago
If your MacBook can't take Mac OS 14 then the HW is out of date and Apple stopped supporting OS 13 last year. The system requirements for Turbotax are very clear, they don't support unsupported OS v...
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If your MacBook can't take Mac OS 14 then the HW is out of date and Apple stopped supporting OS 13 last year. The system requirements for Turbotax are very clear, they don't support unsupported OS versions - you should check when buying any s/w. You can request a refund here. HR Block is still supporting older OS versions, try there. https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US
a month ago
As a follow up I had another question pertaining to the Massachusetts return. On the Mass screen "taxable IRA/Keogh Distributions" it asks in the 1st box "other contributions previously taxed by Mas...
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As a follow up I had another question pertaining to the Massachusetts return. On the Mass screen "taxable IRA/Keogh Distributions" it asks in the 1st box "other contributions previously taxed by Massachusetts" and the 2nd box asks "total distributions received in previous years". I have only taken one other distribution from this IRA before in 2022. Again, I converted the money received to a Roth IRA. So, when I filled out the 2nd box this year, I filled in the box the amount of that original distribution. Next year I will add that amount and this year's distribution to get a total in put that in the 2nd box. For the 1st box on the screen, I assume it is only amounts of NON DEDUCTIBLE contributions and would remain 0.00 since I was never taxed on a "contribution" to an IRA since I have been living in Massachusetts. I never contributed to an IRA while living in Massachusetts. Of course, this year and in 2022 I was and going to be taxed on a distribution Am I reading this correctly for filling in both boxes? Thanks.
a month ago
I have a son that was born on 4/19/2008. He filed his MI-1040 that TurboTax did, with checking line 9e as a dependent on my taxes. We received a Notice of Adjustment from State of Michigan indicating...
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I have a son that was born on 4/19/2008. He filed his MI-1040 that TurboTax did, with checking line 9e as a dependent on my taxes. We received a Notice of Adjustment from State of Michigan indicating that the $1500 is not allowed. When I read the MI-1040 instructions for line 9e, and see the note on the MI-1040 form itself, all seems to be correct, and the $1500 exemption seems allowable to me. Can someone shed some light on this, or has anyone else experienced this in Michigan? I'm using the TurboTax 2025 Deluxe Desktop version.
a month ago
If you do not know what your RMD is, contact your financial advisor to assist you.
If you are being prompted to make an RMD entry, it may mean that you are required to take a distribution due t...
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If you do not know what your RMD is, contact your financial advisor to assist you.
If you are being prompted to make an RMD entry, it may mean that you are required to take a distribution due to your age.
Required Minimum Distributions (RMDs) are mandatory withdrawals from retirement accounts starting at the age of 73.
If you are now at the age, but did not take the distribution, here are a few things to know:
You must immediately take the distribution to minimize penalties, which are 25% of the shortfall, or 10% if corrected within two years
The first RMD must be taken by April 1 of the year following the year you reach age 73
Subsequent RMDs are required by Dec 31 annually
Once you know your RMD, here are the steps to follow to enter the RMD information in TurboTax:
Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income
Click on the pencil to the right of the 1099-R
Click Continue through the entries you've made
"Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)
a month ago
i do not have a 1095A
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a month ago
You need to indicate that the distribution was from an IRA, as opposed to a 401-K or similar employer plan. As you work through the questions after you enter the Form 1099-R information, you will com...
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You need to indicate that the distribution was from an IRA, as opposed to a 401-K or similar employer plan. As you work through the questions after you enter the Form 1099-R information, you will come to a screen that says Identify the Plan, and you need to check the option that says it was an IRA. Once you indicate the distribution is from an IRA, you will see the option to indicate it was for education expenses.
Also, if you simply withdrew your contributions to a ROTH IRA, there would be no tax or penalty. You only get taxed and/or penalized if you make a premature withdrawal of income from a ROTH IRA.
Also, you can only exempt the penalty tax, not any applicable income tax.
[Edited 3/20/26 at 6:23 AM PST]
@linds6560880
a month ago
How to make 2026 estimated tax payments?
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a month ago
What makes you believe the investment income item has not been deleted? In both TurboTax Online and TurboTax Desktop, from the page 'Let's Finish Pulling in Your Investment Income' clicking the down...
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What makes you believe the investment income item has not been deleted? In both TurboTax Online and TurboTax Desktop, from the page 'Let's Finish Pulling in Your Investment Income' clicking the down arrow, the trash can, and Yes response deleted the item from that page.
If you can give more info, we'll try to help.
@dutchlady2
a month ago
btw when you say you can't upload the 1099 what do you mean... have you tried using the import feature? there are some general issues this year with browser permissions which need to be set for the ...
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btw when you say you can't upload the 1099 what do you mean... have you tried using the import feature? there are some general issues this year with browser permissions which need to be set for the import to work.
a month ago
I've been waiting patiently since yesterday for an answer or help with my problem. I think there's a bug in Turbo Tax Deluxe that is causing this. In line 15 (Other Contributions) of Arkansas form...
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I've been waiting patiently since yesterday for an answer or help with my problem. I think there's a bug in Turbo Tax Deluxe that is causing this. In line 15 (Other Contributions) of Arkansas form AR3 there are two sections: a section for specific types and amounts and a section for the total of all those types. The section for specific types and amounts is blank. The section for the total contains a zero. The Arkansas e-file program does not like this at all and rejects my return. Is there anything that can be done besides mailing the return in.
a month ago
According to help, I need to go to State Tax >. Tax Return > Select "California LLC". I don't see the "California LLC" option
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a month ago
Tax return sent back to turbo from my bank , I need another check issued to me