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I have already efiled. I am stuck in loop. I need a copy
I am using the desktop 2025 version of TurboTax.  I was not asked about 3rd party designee, so I went to the 1040 form to edit it directly.  The form can not be edited.  I can't do anything to the 10... See more...
I am using the desktop 2025 version of TurboTax.  I was not asked about 3rd party designee, so I went to the 1040 form to edit it directly.  The form can not be edited.  I can't do anything to the 1040 form directly or any other form for that matter.  Please tell me how to change the 3rd party designee.   I have not filed yet.  I have progressed only to Smart Check.   People have made previous posts, but they are old.    
How can I clear the charitable donations form?
@juham2013 in an earlier post you said: "A. Won't the fact that we move from the 12% bracket to the 22% bracket (higher Federally taxed income) cause me getting double-taxed?  The tax treaty is supp... See more...
@juham2013 in an earlier post you said: "A. Won't the fact that we move from the 12% bracket to the 22% bracket (higher Federally taxed income) cause me getting double-taxed?  The tax treaty is supposed to prevent that from happening."   The answer is no, this isn't "double taxation".  There may be a misconception here about how the tax treaty works:  when it says for example that a foreign country has the right to tax the foreign pension, it doesn't mean that the US ignores that income.   It just means that the foreign country taxes it FIRST.  But if the foreign country taxes the income at a lower rate than you would have paid on the same income in the US, then the IRS will collect additional tax such that overall you pay at least as much tax on foreign-sourced income as you would if it were domestically sourced.   It's hard to come up with simple examples, but I'll try: Say you have $1000 foreign pension that was taxed at 15% by the foreign government, so they collected $150. Say under US tax law, when combined with all your other worldwide income, the IRS determines that your average tax rate on this type of income in the US is 20%, or $200. So the US charges you the $200 in tax, but with Form 1116 they allow you to claim a credit for the $150 you already paid to foreign government, so the net result is you pay $50 to the US, $150 to the foreign government, so $200 in total. That may feel like double taxation, but really it isn't: the $1000 has only been taxed once, at the higher of the two tax rates.  And that is the usual outcome of these types of foreign tax credit calculations:  you always end up paying the higher of the two tax rates assessed by the two countries.    
Kid got $9000 in scholarship which I withdrew from the 529, but cant get TT to avoid penalty. Withdrew from 529 $31372 total, $22057 paid to the college, $675 in books, and $9k for scholarship (prin... See more...
Kid got $9000 in scholarship which I withdrew from the 529, but cant get TT to avoid penalty. Withdrew from 529 $31372 total, $22057 paid to the college, $675 in books, and $9k for scholarship (principal $5371 and earnings $3628). Entered 1098T and 1099Q, entered books, the 1098T had scholarship listed.  1040 Schedule C lists $6359 as "other income from tuition program from 1099Q". Should not it be $3628? Not sure how it arrives to $6359 at all.
same question: HOW DO I GET MY REFUND MAILED TO MY ADDRESS??
Kid got $9000 in scholarship which I withdrew from the 529, but cant get TT to avoid penalty. Withdrew from 529 $31372 total, $22057 paid to the college, $675 in books, and $9k for scholarship (prin... See more...
Kid got $9000 in scholarship which I withdrew from the 529, but cant get TT to avoid penalty. Withdrew from 529 $31372 total, $22057 paid to the college, $675 in books, and $9k for scholarship (principal $5371 and earnings $3628). Entered 1098T and 1099Q, entered books, the 1098T had scholarship listed.  1040 Schedule C lists $6359 as "other income from tuition program from 1099Q". Should not it be $3628? Not sure how it arrives to $6359 at all.
I completed a cost segregation study for a rental property purchased in 2025. One asset is valued at $10,000 and, according to the study, should be depreciated over 15 years. Is there a way to chang... See more...
I completed a cost segregation study for a rental property purchased in 2025. One asset is valued at $10,000 and, according to the study, should be depreciated over 15 years. Is there a way to change or edit the “Years to fully depreciate” in TurboTax? Currently, TurboTax classifies it as a 5-year asset (e.g., appliance) or allows a 1-year deduction if Section 179 is applied. However, I would like to set it to a 15-year recovery period. Below are screenshots showing how TurboTax is currently calculating the 5-year depreciation.        
Hi -    Found similar posts but not quite what I am looking for.    I filed my 2025 Federal/State tax return through Turbotax early February 2026.  Based on my MAGI Turbotax calculated, I was abl... See more...
Hi -    Found similar posts but not quite what I am looking for.    I filed my 2025 Federal/State tax return through Turbotax early February 2026.  Based on my MAGI Turbotax calculated, I was able to contribute 6560 to my 2025 Roth. I contributed this amount AFTER filing as a make-up contribution for 2025.    A couple of weeks later, I received notification from the IRS that there was a 'math error' and that my taxable income and AGI was higher than what Turbotax calculated. Due to this, I had now over-contributed to my 2025 Roth by about 1,000. I corrected this and removed the excess this week (mid-March 2026).  I incurred a loss of about 15 dollars.  Fidelity (where the Roth is) states they will send a 1099-R form January 2027.    1. Do I need to amend my 2025 Federal tax return? I assume the answer is 'no' as I incurred a loss and withdrew prior to April 15. There also wasn't anywhere to enter this information on the 1040-x when I reviewed it.  2. If I do not need to amend my 2025 Federal tax return, am I going to have to designate something somewhere that I withdrew the excess contribution prior to April 15, and that there was a loss in my 2026 Federal tax return? Or will Fidelity's communication with the IRS essentially do this for me?    Thank you!
Para actualizar su informacion personal:   Valla a Mis Datos (hacia la izquierda de la pantalla) Oprima comenzar debajo de su nombre para hacer cambios sobre sus datos Al regresar al la ... See more...
Para actualizar su informacion personal:   Valla a Mis Datos (hacia la izquierda de la pantalla) Oprima comenzar debajo de su nombre para hacer cambios sobre sus datos Al regresar al la pantaña primaria de Mis datos, busca la seccion que dice Informacion del dependiente y orime Repasar Siga los pasos en esa seccion y haga los cambios necesarios
I am having the same exact problem in 2026. No one has been able to answer the question. If it does not support e-filing prior year returns. Why does the actual return tell me "Do not mail a paper co... See more...
I am having the same exact problem in 2026. No one has been able to answer the question. If it does not support e-filing prior year returns. Why does the actual return tell me "Do not mail a paper copy of your tax return. Since you filed electronically, the Franchise Tax Board already has your return."  HOWEVER, I never actually e-filed the amendment.
Tried again today after almost 1 week beyond 3/13.  With the latest updates installed, it allowed me to directly refile without any changes on the forms,  and the federal return was accepted within m... See more...
Tried again today after almost 1 week beyond 3/13.  With the latest updates installed, it allowed me to directly refile without any changes on the forms,  and the federal return was accepted within minutes afterwards. Hopefully people in this thread have all fixed this error in one way or another.  Although the outcome is fine and it's still several weeks before 4/15, I would say TT has a little more to be expected in terms of software quality and timeliness of fixing problems.  
Thank you for your suggestions. I am using TT online, so most of them do not seem to apply. The Federal Review link in the left column online does not give any hint as to what forms might be in play.... See more...
Thank you for your suggestions. I am using TT online, so most of them do not seem to apply. The Federal Review link in the left column online does not give any hint as to what forms might be in play. Clicking into it resulted in the error. At any rate, the error was gone today. The two things it wanted me to review were both on Schedule E, and one of them seemed to be related to my use of an unsupported character in one of the fields.
Si,  Esa va ser su prima por horas extras.  Es que no se cuenta todo el tiempo extra que se pago, solo el tercio del tiempo extra.
I believe there is an error in the Turbo Tax Desktop Program concerning excess HSA contributions.   Here are my details - Married Filing Jointly Both my wife and I are covered by HDHP, family fo... See more...
I believe there is an error in the Turbo Tax Desktop Program concerning excess HSA contributions.   Here are my details - Married Filing Jointly Both my wife and I are covered by HDHP, family for me, self for my wife My employer contributed $8,298 to my HSA in 2025 My wife's employer contributed $4,300 to her HSA in 2025 I contributed $252 to my HSA in 2026 Problem details - In Turbo Tax when it asks for my HSA contributions, the employer field is auto populated for the $8,298, and I manually enter the $252 that I contributed Several screens later I get the message for Who made the excess HSA contribution I state I have and then it asks if I will withdrawal the full $4,300 by April 15, 2026, which I did and I mark "Yes" The next screen is a my HSA Summary page where it lists $4,250, and $4,300 for the Tax-free company contributions for my wife and I. Under that it states "Excess company contributions withdrawn" of $4,048. There is no place that states I had an excess contribution that was withdrawn of $252. Form 5329 is created for me and I am charged the 6% excess contribution penalty on the $252 Summary -  Turbo Tax is failing to account for my personal contribution that was withdrawn and is charging me the 6% penalty on excess contributions.   Please get this fixed ASAP.   Thanks, Sean