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March 18, 2026
7:30 PM
I am trying to amend my return for last year. I am a dependent and accidentally didn't check the box for that. How do I find that option in the software that allows me to amend my return for 2024? I ...
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I am trying to amend my return for last year. I am a dependent and accidentally didn't check the box for that. How do I find that option in the software that allows me to amend my return for 2024? I received a letter stating I have to be the one to amend the return on my end and not the claimant.
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March 18, 2026
7:29 PM
1 Cheer
I have the desktop 2025 version (Windows) but do not see a table heading "Charity Name" , and in my list of charities on the Step by Step view, I cannot click on the top of the list and have it sort...
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I have the desktop 2025 version (Windows) but do not see a table heading "Charity Name" , and in my list of charities on the Step by Step view, I cannot click on the top of the list and have it sort in alphabetic order. Last year, 2024 Windows, I was able to do this.
March 18, 2026
7:26 PM
If you are 60 years old now, in March 2026, and you made the withdrawal in 2025, it's not clear whether it was an early withdrawal. To avoid the additional 10% tax you have to have been 59½ or older ...
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If you are 60 years old now, in March 2026, and you made the withdrawal in 2025, it's not clear whether it was an early withdrawal. To avoid the additional 10% tax you have to have been 59½ or older on the date that you took the money out of the retirement account.
If you made the withdrawal in 2025 you should have received a Form 1099-R for the withdrawal. If the distribution code in box 7 of the Form 1099-R is 1 it's an early withdrawal. If the code is 7 it's not an early withdrawal. If the code is 2 it's an early withdrawal but the administrator of the plan knows that you qualify for an exception to the additional tax.
March 18, 2026
7:26 PM
If you took the Standard Deduction on your 2023 or 2024 federal return (the years the check is based on), this check is not taxable for federal purposes.
The IRS only taxes state refunds/rebate...
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If you took the Standard Deduction on your 2023 or 2024 federal return (the years the check is based on), this check is not taxable for federal purposes.
The IRS only taxes state refunds/rebates if you deducted your state taxes on Schedule A. If you took the standard deduction, however, you received no such benefit (the refund is tax-free).
This check is not taxable by New York State regardless of whether you itemized or not.
Enter 1099-G NYS Tax Refund:
Open or continue your return.
Under Federal tab, Click on Wages & Income.
Scroll down to Other Common Income, and Click on Start/Revisit next to Refunds Received for State/Local Tax Returns (Form 1099-G).
Click "Yes" when asked if you received a state/local refund in 2025.
Enter New York (for State).
Enter 2024 (This check was based on your 2024 filing eligibility).
Enter the amount of the check (e.g., $200).
Enter $0 for Total Tax Withheld.
Continue until you see "Let's check if your 2023 New York refund is taxable."
Select "No" when asked if it's a standard refund.
Enter "$0" If the program asks for the "Taxable Amount" (and you took the standard deduction in 2023).
You can check if this Worked:
Check the "Tax Summary" or preview your forms: The amount should not appear on Line 8 (Other Income) if you indicated it was non-taxable due to the standard deduction.
Check your state return for a Subtraction Adjustment. The $200 should be listed as a subtraction so that NY does not tax you on it.
March 18, 2026
7:24 PM
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March 18, 2026
7:24 PM
1 Cheer
The excess contribution will be reported on the 1099-SA, but it will be reported with code 2 in box 3 - Excess Contributions: Used when withdrawing excess contributions (and earnings) from your HSA. ...
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The excess contribution will be reported on the 1099-SA, but it will be reported with code 2 in box 3 - Excess Contributions: Used when withdrawing excess contributions (and earnings) from your HSA. With this code, the only thing that is taxed is the earnings on excess contributions. Other than that, it won't have any impact on your taxable income. This is assuming you notified the HSA Administrator that the distribution was to remove an Excess Contribution and that they code it correctly.
March 18, 2026
7:23 PM
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March 18, 2026
7:23 PM
It’s trying to send it to my Gmail but is not working I need help getting it so I can finish my taxes
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March 18, 2026
7:22 PM
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March 18, 2026
7:21 PM
Check you spam or junk folder, also wait at least 5 minutes for the email to arrive. You should also verify that your email is correct. What if I'm having trouble with my filing verification...
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Check you spam or junk folder, also wait at least 5 minutes for the email to arrive. You should also verify that your email is correct. What if I'm having trouble with my filing verification code?
March 18, 2026
7:21 PM
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March 18, 2026
7:19 PM
I am a CT resident and had moved form NJ earlier in the year. I have filed my federal and CT forms and both seem correct. However, I am unable to modify the NJ return despite this not having been e-...
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I am a CT resident and had moved form NJ earlier in the year. I have filed my federal and CT forms and both seem correct. However, I am unable to modify the NJ return despite this not having been e-filed. How do i adjust the NJ return? THere is clearly some mistake on it as TT is seeing me as a nonresident when in fact i was a part time resident, and it won't let me efile it.
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March 18, 2026
7:17 PM
Can you post a screenshot or add spaces between the numbers in the token number? - the phone number filter removed the beginning portion of your token number :( @jb183
March 18, 2026
7:13 PM
@MarilynG1 : It doesn’t work. The issue seems to be that the system allows correct filling of form 8960 with itemized deductions but not standard deductions token number [removed]-66171869 tha...
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@MarilynG1 : It doesn’t work. The issue seems to be that the system allows correct filling of form 8960 with itemized deductions but not standard deductions token number [removed]-66171869 thanks, Junosmom. (Don know why my response shows as jb183- that should lead you to the correct token)
March 18, 2026
7:13 PM
You can get to the place to change this question in the self-employment section of TurboTax. If you are in Desktop, you can go right to the actual document by choosing "Forms" in the top right of yo...
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You can get to the place to change this question in the self-employment section of TurboTax. If you are in Desktop, you can go right to the actual document by choosing "Forms" in the top right of your screen. If you are using TurboTax Online, you can go back to the interview.
Schedule C (Form 1040) Line 32 addresses whether your investment in a business is "at risk" when reporting a loss, which determines if you can deduct the full loss. Go to the self-employed section, and review the info about the business. Under Uncommon situations at the bottom of the screen that shows your Expenses and Income. In the interview, you'll be asked How much of your investment in this activity is at risk? Here, you can change your answer.
March 18, 2026
7:11 PM
No, you did not miss anything. All you have to do is enter your birthday(s). If you are over 65, the deduction is automatic. What's the new tax law for the senior deduction? You must meet th...
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No, you did not miss anything. All you have to do is enter your birthday(s). If you are over 65, the deduction is automatic. What's the new tax law for the senior deduction? You must meet the following requirements: Age: You must be 65 or older by December 31 of the tax year. Filing status: Single, Head of Household, Qualifying Surviving Spouse, or Married Filing Jointly. (Married Filing Separately is not eligible.) Social Security number: You must have a valid Social Security number and include it on your tax return. Individual: Get up to $6,000 for each qualifying individual. The deduction begins to phase out when your income reaches $75,000. If your income is $175,000 or higher, you won’t qualify. Married Filing Jointly: Get up to $12,000 if both spouses are age 65 or older. The deduction begins to phase out when your income reaches $150,000. If your income is $250,000 or higher, you won’t qualify. You can look at Form 1040 >> line 12e is your regular standard deduction and line 13b is the enhanced deduction (extra 6k). You can see the details of the enhanced deduction on Schedule 1A - Part V.
March 18, 2026
7:10 PM
how do I find my 2023 tax return on turbo tax website? '
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March 18, 2026
7:07 PM
It doesn’t work. The b issue sees to be that the system allows correct filling of form 8960 with itemized deductions but not standard deductions
token number 121402549-66171869
March 18, 2026
7:05 PM
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