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if the contributions were made through your employer (W-2), the entire amount will be taxable. income in 2025. That's because your contributions reduced box 1 of the W-2.  Any employer match included would also be taxable.  

If you made a payment for federal taxes owed, that is not entered on a federal tax return.  If you made a 2025 estimated tax payment -   To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

To enter your estimated tax payments made to the IRS in 2025 for your 2025 taxes select the following: Federal Deductions and Credits Estimates and Other Taxes Paid Estimates Federal estimated taxes for 2025

Thomas, thank you for your reply. I learned after contacting online support that while "You can deduct the fair market value (FMV) of the stock if you held it for more than one year and the charity used the stock in furtherance of the mission of the charity" there are limitations. You are charitable contributions are limited to 30% - 50% in some cases. That was the issue I was running into.    In my case I have a carryover to next year but I am disappointed that TurboTax does not display the charitable contributions summary worksheet after taxes have been paid and submitted. I have to trust that the carryover amount will in fact be carried over accurately and completely when I do my taxes next year. This is something that I hope TurboTax will consider changing in future years.

Before starting to amend the tax return, you must wait for the IRS process and accept your return. If the online version does not work, switch to Desktop. Open the link below to see how to do it: How do I switch from TurboTax Online to TurboTax Desktop? Keep in mind you should only amend after your original return has been completed and any refund or payment has been processed.  

It depends on where you purchased it. If you did purchase it from TurboTax you can use the information below to contact us.Please use the link below to contact us regarding your questions.   There are different ways you can communicate with us and they are shown her for you. Ask any question you have here in the TurboTax Community just like you did above and one of our tax experts will help you. Get expert assistance by calling us at 1-800-4-INTUIT (1-800-446-8848). In addition, the TurboTax support page provides other resource links and help tools. @jwcline 

In PA there are no deduction for expenses related to unemployment. UE is not unemployment, it is Unreimbursed Employee expenses.     This would only apply if you had W-2 income.    This form does not need to be included in your return.  It looks like you are using the online version from your screen shots.  You can delete the Schedule UE from your state return by taking the following steps:   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to Schedule UE under Pennsylvania Select Schedule UE Click on Delete.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.       

How or where did you download 2019?  If  you downloaded them from your Turbo Tax Account then 2020 should be there.  Is it listed?  Maybe you used another account for 2020?  Or did 2020 another way?   How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/

illinois is a strange state. Box 8 interest may not be excludible for Illinois. As a matter of fact, a line 8 entry for Illinois interest on the 1099 does nothing. You have to go to the Illinois Schedule M and detail on the proper subline to line 34, the amount of Illinois interest. There are 26 possibilities. What's worse is that not every bond issue of the type listed on line 34 is exempt. Some depend on the date of issuance or other factors.    Line 34 — Interest on tax-exempt obligations of state and local government Enter the amount of interest on obligations of Illinois state and local governments included on Form IL-1040, Line 1, 2, or 3. This amount is the amount net of any related bond premium amortization. Interest from state and local government obligations is not exempt from Illinois Income Tax except where legislation has been specifically adopted to provide for an exemption.   The following is a list of securities that are exempt. However, income from these obligations is not exempt if you own them indirectly through owning shares in a mutual fund. Securities exempt from Illinois Income Tax include ■ Illinois Housing Development Authority bonds and notes (except housing-related commercial facilities bonds and notes) ■ Tri-County River Valley Development Authority bonds ■ Illinois Development Finance Authority bonds, notes, and other obligations (only venture fund and infrastructure bonds) ■ Quad Cities Regional Economic Development Authority bonds and notes (only those bonds declared exempt from taxation by the Authority) ■ College savings bonds issued under the General Obligation Bond Act in accordance with the Baccalaureate Savings Act ■ Illinois Sports Facilities Authority bonds ■ Higher Education Student Assistance Act bonds ■ Illinois Development Finance Authority bonds issued under the Illinois Development Finance Authority Act, Sections 7.80 - 7.87 ■ Rural Bond Bank Act bonds and notes ■ Illinois Development Finance Authority bonds issued under the Asbestos Abatement Finance Act ■ Quad Cities Interstate Metropolitan Authority bonds ■ Southwestern Illinois Development Authority bonds ■ Illinois Finance Authority bonds issued under the Illinois Finance Authority Act, Sections 820.60 and 825.55, or the Asbestos Abatement Finance Act ■ Illinois Power Agency bonds issued by the Illinois Finance Authority ■ Central Illinois Economic Development Authority bonds ■ Eastern Illinois Economic Development Authority bonds ■ Southeastern Illinois Economic Development Authority bonds ■ Southern Illinois Economic Development Authority bonds ■ Illinois Urban Development Authority bonds ■ Downstate Illinois Sports Facilities Authority bonds ■ Western Illinois Economic Development Authority bonds ■ Upper Illinois River Valley Development Authority Act bonds ■ Will-Kankakee Regional Development Authority bonds ■ Export Development Act of 1983 bonds ■ New Harmony Bridge Authority bonds - Note: For tax years beginning on or after August 19, 2023, the bonds issued by the New Harmony Bridge Authority are no longer eligible for income exemption. ■ New Harmony Bridge Bi-State Commission bonds - Note: For tax years beginning on or after August 19, 2023, the bonds issued by the New Harmony Bridge Bi-State Commission are no longer eligible for income exemption. For more information see Publication 101, Income Exempt from Tax. PUB 101 

Happened to me this year. 2024 Returns are missing and most of the older return too. Never had this problem before. Have been using Turbo Tax for years. I now believe this is a critical problem with Turbo Tax!!!!!!!!!!!!!!!!!!!!!!!

"but TurboTax is not recognizing the tax on the contribution, just the earnings. "   Have you received and entered a 1099-SA? And was the distribution code in box 3, a '2'? This is the "withdrawal of excess HSA contributions". On this 1099-SA, box 2 contains the earnings that the excess earned while the excess was in the HSA, and yes, this amount is taxable.   But on this type of 1099-SA, the contribution in box 1 is NOT added to income. This is for one of two reasons. If the excess contributions were "employer" contributions (i.e., with a code W in box 12 of your W-2), then as soon as the excess was detected, then TurboTax would have automatically added the excess back to Other Income in Schedule 1 (1040), line 8f. If this is your situation, go look.   But if the excess contributions were "personal" contributions (i.e., made by you directly to the HSA custodian NOT though through your employer), then this amount, which would have been deducted on Schedule 1 (1040), Line 13,  will be reduced by the amount of the excess.   Which situation is yours? 

I did a trial of what you explained and my TurboTax product worked as intended.   You can deduct the fair market value (FMV) of the stock if you held it for more than one year and the charity used the stock in furtherance of the mission of the charity.  When you edited your entries you would see what you entered for the FMV, date stock acquired and date sold, along with the purpose to which the contribution was applied by the charity.    I suggest you look on your Schedule A on line 12 to verify that the value of your contributions is what is being deducted, assuming they qualify for the maximum deduction. If so, then your return will reflect the correct deduction for the donated stock. You will be able to see the Schedule A after you have paid for your TurboTax product if you are working online with the program.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Get 2022 filed by April 15, 2026 or your refund will be forfeited.     Each tax year has to be filed separately using the forms for the specific tax year.  They cannot be combined in any way--do not even put them in the same envelope when you mail them.  Software for past years is available back to 2022.  Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

Spouse: If the ex-spouse receives a payment directly from OPM via a court order (apportionment), they are responsible for the taxes on their portion. OPM should issue them their own 1099-R.   While working, money paid into the system with after dollars is returned to you during retirement to reduce the taxable portion. The simplified method is used to determine the recovery amount each year. You need to keep track of amounts claimed through the years. Your taxable amount is generally: Box 1 (Gross)-  Tax-Free Recovery Portion = Taxable Amount   Payment due - a large amount due may stem from including the money your ex-wife got in taxable income. This should not be part of your tax return.  It could stem from your large back payment and not having enough tax withheld. It could be the simplified worksheet was not used.   Entry: Delete and Re-add: If you’ve already messed with the 1099-R, delete it entirely and start fresh to clear any "stuck" background logic. Select the Correct Form: When re-adding, specifically select "CSA-1099-R" (the form for OPM) rather than a standard 1099-R. The Box 2a Trick: Enter Box 1 exactly as shown. In Box 2a, leave it blank. Do not enter "0" or "Unknown." Continue through the screens. Look for a question asking if this was a "Periodic Payment." Answer Yes. Annuity information Total amount taxable? Answer no Plan Cost: Enter your total employee contributions (the number you said was easy to determine/provided by OPM). Start Date: 1 Aug 2024. Age: Your age on the date you retired. The program will calculate the simplified method for you to determine the taxable income. You may want to verify that the numbers on your 1099-R are correct and belong to you alone. @OldSchoolShaver12

Somehow a positive answer to wanting a Trump Account was recorded.  The program sometimes treats a "Yes" as a permanent election until Form 4547 (Trump Account Election(s)) is deleted.   The program often asks this question at the very end, right before you e-file.   Option 1:  Open or continue your return. Click on File (left-hand menu). Review your order and banking info, and proceed until you see a screen titled "It’s time to claim [Child's Name]'s $1,000 initial deposit." Select "Not Interested" (or "No") on this screen (this should override the previous "Yes" and remove Form 4547 from your return.). Option 2 (if Option #1 doesn't work):  Under Personal Info (or My Info), find the child in your dependent list and select Delete.  Click on Add a Dependent and re-enter their name, SSN, and birthdate. When finished re-entering their info, do not select any options regarding the Trump Account or "Special Savings." Option 3 (Desktop Version Only): Click on Forms Mode (top right). Look for Form 4547 (left-hand list), Click on it, then Click on Delete Form button (bottom of the screen). Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online: Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. Select Delete next to the form, schedule, and worksheet in the list and follow the instructions. TurboTax FAQ: How do I view and delete forms in TurboTax Online?   Please let us know if this doesn't work, and we can explore other options.