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I received a lump-sum payment for social security, and would like to use the lump-sum method.  I accidently said "NO" when the pop-up came up.   How  can I change this to "YES".   (line 6c is not checked on my return)

Michigan Flow-Through-Entity tax (FTE) is not supported in the current version of TurboTax (Online or Desktop). The solution is to complete Forms 6072/6074 as needed, entering the withholding amount on MI-1040 Line 30 in TurboTax, as well as overriding the total on Line 34. Manual entry requires the use of TurboTax Desktop to access Forms Mode. If you are using TurboTax Online, see this article for instructions: How do I switch from TurboTax Online to the TurboTax software? The FTE forms may be completed online and downloaded from the Michigan Department of Treasury here: MI State Forms Search. Instructions are included with the forms. Overriding calculated numbers in TurboTax invalidates a return for e-filing. For this reason, you would need to print, sign, and mail your Michigan State return, along with the MI FTE forms, to the address below:      Michigan Department of Treasury      Lansing, MI 48956   We do not expect the Michigan FTE forms or calculations to be updated for tax year 2025.

Thank you for your mock return. Based on the review of your South Carolina (SC) return, it appears the amounts on the screen 'Enter Required Annual Payment by Period' the entries were made automatically vs direct entry since the total equals the 'required' annual SC payment.   As far as the withholding portion, if I manually edit and change the amounts on the SC Underpayment Statement (estimated based on the numbers in your post) the penalty is reduced to less than half of the current penalty calculated on your return.    As you indicated, in the Step-by-Step, there is not a question that allows you to enter the actual withholding by period, instead it uses the math of the combined total withholding for the year, for each period.    If you are using TurboTax Online, you can switch to TurboTax Desktop. How to switch from TurboTax Online to TurboTax Desktop? This takes place in 'Forms' mode instead of Step-by-Step. Once you make the change, in the left hand side, under Forms in My Return (scroll down to SC)  you can manually override the numbers on the 'Undpmnt Stmt', column 'Amount Paid' for each period to represent the actual withholding in each period. This will give the results noted in the second paragraph above. How do I override (replace) an amount calculated by TurboTax? Keep all details related to this explaining why you needed to override the calculated figures.   @mminderbinder 

HI, Update to my question:   Fidelity says that the $96.71 of income earned on the $3500 that was over contributed in calendar year 2025 (corrected in March 2026) will show on a 1099-R for calendar year 2026.  There will be no other 1099 issued in 2025 related to this transaction from fidelity.   Does this mean I just wait until the $96.71 shows up on a 1099-R in 2026 to pay the taxes on this amount in calendar 2026 as calendar 2026 income...or..is there anything I need to report in calendar 2025 related to the $96.71 income and if so, where and how if Fidelity will not be issuing any further 2025 tax forms or corrected forms.    Thank you!

Le formulaire T1198  et le formulaire TP-766.2 ne servent pas à déclarer votre revenu. Le revenu devrait être inscrit sur un feuillet T4A. Les formulaires T1198 et TP-766.2 servent uniquement à demander à l’ARC d’imposer les montants des années précédentes comme si vous les aviez reçus au cours de ces années. Dans votre cas, vous devez vérifier si vous avez un feuillet T4A dans votre dossier électronique de l'ARC pour l'année 2025 pour ajouter à vos revenus 2025. À ce moment-là les formulaires vous sont inutiles. Si vous n'avez pas de T4A à l'ARC, il sera là pour 2026 et vous utiliserez alors les formulaires pour demander que le montant du paiement rétroactif soit appliqué à 2025 et non 2026.   Le formulaire TP-766.2 de Revenu Québec est identique au formulaire fédéral T1198 (ce formulaire peut se trouver dans votre compte Mon Dossier de l'ARC sous feuillets).  Vous devez entrer le formulaire T1198 fédéral avant d'entrer celui du Québec.    En souhaitant que ceci clarifie la situation, merci de choisir TurboImpôt.   

This is NOT a "refund" from the 2023 tax year, rather it is a stimulus payment received from NY State in 2025. As of this posting, TT has not updated the 1099-G income section to correctly enter this payment. Note: I am using the desktop version of Premiere, not the online version of TT.   From the various reply posts on this topic, NY State has been rejecting tax filings from people who have tried to use the various manual work-arounds. When will TT be updating TT 2025 to correctly enter this payment? If you are an Intuit employee reading this, please advise.

You cannot report a 2026 withdrawal on your 2025 tax return. Because FHSA qualifying withdrawals are reported in the tax year they are received, you must report this withdrawal on your 2026 income tax and benefit return, which will be filed in spring 2027.   For Tax Year 2025, use Schedule 15 to report any contributions, transfers, or the existence of the account, but leave the "Qualifying Withdrawal" section blank because none occurred in 2025.   Reporting FHSA activities on your income tax and benefit return    Thank you for choosing TurboTax.  

There may be several reasons why it's not showing up   1. The "De Minimis" Exception.   If your total foreign taxes paid are below a certain threshold ($300 for individuals or $600 for married filing jointly), you are often exempt from the requirement to file Form 1116.   The Result: TurboTax calculates the credit and puts it directly on your Form 1040 (Schedule 3), but it "suppresses" Form 1116 because the IRS doesn't actually require it in this specific scenario.   2. The Credit vs. Deduction Choice TurboTax defaults to the Credit (Form 1116), but if the software determines that taking an Itemized Deduction (Schedule A) is more beneficial for your specific bottom line, it will swap them.   The Result: Form 1116 stays in the background as a "workpaper," but it isn't included in the final e-file bundle because the deduction was used instead.   3. Carryover Only (No Current Year Tax) If you are only entering Carryover amounts but have $0 in foreign taxes paid for the current year, and no current foreign income to offset, the form may be generated to track the carryover but might not be considered a "required filing form" for this specific year's return.   If you wish to have a copy of your carryovers, go to open form in your forms mode and type in 1116 Comp Wks. When it appears in the right pane of your screen, select Print at the bottom.  You can also print Form 1116 with the same method.        

So don't worry about the fact that they will send two 1099-R's and just submit 1 combined 1099-R?  Also, they said box 2b will be checked (taxable amount not determined), so i will check that as well?   For the other account that i had to remove the excess contribution, the amount they removed is lower.  The excess was $2700 but the amount withdrawn and moved to my brokerage account was $2500.  Following the same logic, is box 1 $2500 and box 2 0?   Thank You, just want to make sure i have this correct. 

when I do it, it goes on the ADJ/CG Line 6b with code 99 and it asks for a description which goes on the Other Subtractions Statement, tho I am not sure if that statement is part of the e-file as I've noticed it's not in the PDF used for "tax return only".   Just to add I've used this for AMD on discounted T-Notes reported on 1099B.  Whenever I've held T-Bills specifically, they've been reported by my brokerage on 1099-INT Box 3.

If you've tried the ONLINE link to download a state, and the Purchase window won't open in the State section, it is may be because TurboTax only supports the current tax year and three preceding tax years, so your state download for 2021 may not be available.     @luisadelavoce 

We've reported this issue to our development team, and they are looking into it. You'll get an email when the ticket is completed.   In the mean time, you can try going to another part of the return using the left side menu, then go back to Review > Print Personal Return or Forms and choose the second spouse to print. Or you can save the PDF, use your browser or a PDF reader to print it, and then delete the PDF if you don't need it.