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You can still change your selection if you have not yet filed your return. Return to the Social Security section under Income / Wages & Income and go through the questions again. The lump-sum questio... See more...
You can still change your selection if you have not yet filed your return. Return to the Social Security section under Income / Wages & Income and go through the questions again. The lump-sum question appears after the question about living in other countries.   See this help article for more information about this topic.   @albersr 
How do I make TT recognize which parts of the total federal income are coming from different states?   My daughter retained NM tax residency while doing a graduate degree in California (in CA only ... See more...
How do I make TT recognize which parts of the total federal income are coming from different states?   My daughter retained NM tax residency while doing a graduate degree in California (in CA only for educational purposes, no in-state tuition rate, lived on campus, drove our NM-registered car with her valid NM license, voted in NM, bank account in NM). She finished in summer 2025, moved to MA for a job, and officially became a resident there in mid-August. While a non-resident in CA, she received a fellowship reported on a W-2 with CA taxes withheld, and of course after she became a MA resident, she received pay with MA tax withheld on a W-2 from her employer there. After preparing her federal return in desktop TT on Windows, I prepared her CA 540NR, then her MA Form 1-NR/PY (part-year resident there too), and then finally her NM PIT-1.   NM taxes residents on their full income *while they are tax residents*, and in past years as a student the TT worksheets for NM have always offered me one for the PIT-B to apportion the income between NM and other states, and another worksheet to calculate the credit for taxes paid to CA (which goes on line 20 of the PIT-1). As a result, she only owed NM the difference between what the two states assess.   This year, even though TT knows that she was a CA non-resident, has the data in the completed CA 540NR, and knows the exact date she ceased to be a NM resident and became a MA one, it is giving me fits.   On the NM "Wages, Salaries, Tips" screen, it showed her total federal income for the whole year and then defaulted to deciding that $0 was taxable by NM, which is incorrect. So I specifically entered the amount of CA non-resident income as NM income, i.e. without the MA portion of the federal total (not taxable by NM). Despite this, TT does the NM return incorrectly in two ways:   1. On the PIT-1, it starts with the total federal income for 2025, but never adjusts for the fact that some of this, from MA, is *not* taxable by NM because she was no longer a NM resident when it was received. 2. The PIT-B shows a column for federal and a column for NM, but not one for the CA income. Then it completely skips over the credit for CA taxes paid, which is supposed to be calculated and entered on line 20, so it charges her the full amount of NM tax on that income. Nowhere in the Forms view is there a worksheet for the line 20 credit, and it is not attaching her CA return with the NM one, as required to support the credit.   How do I make TT understand that the NM-taxable income was from the CA return, so that the apportionment and credit for tax paid to CA can be handled properly? Is there a way to manually force it to generate the tax credit calculation worksheet? And why is it trying to tax her entire federal income when some of it is from after she moved to MA, and it was given the subset amount that NM should work with? This is very frustrating, and has not been a problem in previous years..   Thanks for any pointers.
Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pou... See more...
Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.
The income cannot go on schedule C since it's from a partnership. (Read the title of this discussion).   K-1 income ALWAYS flows through on Schedule E.   Because the income is from a real estate ... See more...
The income cannot go on schedule C since it's from a partnership. (Read the title of this discussion).   K-1 income ALWAYS flows through on Schedule E.   Because the income is from a real estate activity (a short term rental), it is reported on Box 2 of K-1.   However, since a short term rental is NOT a rental activity (<7 day rule 1.469-1T(e)(3)(ii)(A) ), then if the partner materially participated, it's an active loss, not a passive one.    This is really a very simple situation, which TurboTax cannot handle. The options are: (1) pretend the loss came on Box 1. This is bad; it creates small QBI deductions etc (which a Box 2 loss should not). Or (2) pretend like you're a real estate professional.   I'm not sure where a long winded answer about Schedule C came from.
New York taxes all of your income earned in and out of state. However, once the tax is calculated, it is reduced based on the percentage of income earned in versus out of state. For instance, if you ... See more...
New York taxes all of your income earned in and out of state. However, once the tax is calculated, it is reduced based on the percentage of income earned in versus out of state. For instance, if you earned $50,000 in New York and $50,000 in Illinois, New York will tax $100,000 of income. Then, if the income tax was $5,000 as an example, they would subtract 50% of that since only half of the income was earned in New York, so your tax due would be around $2,500.
Thank you for the quick response.  I am using the 2025 TT Deluxe version.  It DID allow me to override line 30 on the Schedule CA (which is how I populated the standard deduction so I could submit my... See more...
Thank you for the quick response.  I am using the 2025 TT Deluxe version.  It DID allow me to override line 30 on the Schedule CA (which is how I populated the standard deduction so I could submit my tax forms).    Today I removed the override amount to reset the calculation, and got the $0 amount for the deduction again.  However, when I reviewed the data source info in your email (and also available in TT), I read through the pop up box instructions and found the offending entry:  The second item in part V of the California Info Worksheet had the first box checked, allowing TT to calculate the California itemized deductions even if the amount is less than the standard deduction.  I don't know how that box got checked - I did not open the Info Worksheet before today, and I don't recall any questions in the CA state interview that would have resulted in that box being checked?   My return is now fixed, but I did submit a diagnostic file in case you want to take a look.  The token number is 1350565190-20255509.   I would be interested to learn the outcome of your review of the diagnostic file to understand if there was an issue with the software, or to identify what part of the interviews/input stages populate section V of the California Info Sheet so I understand how that box got checked in the first place!
Bonjour,    Cela m'est arrivé dans la section des dépenses médicales, puis maintenant dans la section REER.  Par exemple, si je mets 338$ dans la case, le système me met 33,800.00.  Peu importe d... See more...
Bonjour,    Cela m'est arrivé dans la section des dépenses médicales, puis maintenant dans la section REER.  Par exemple, si je mets 338$ dans la case, le système me met 33,800.00.  Peu importe de quelle manière j'entre mon montant, le champ ne garde pas le bon montant.   Je suis dans la version En ligne Deluxe. J'ai pu produire 2 déclarations sans problème avant que ça se produise.   Quelqu'un a le même problème? Je ne peux pas faire ma déclaration!!
If the car is used for both your Schedule C business AND your Schedule E rental, it SHOULD be showing car expenses on both of them.   You enter the number of miles for that specific business or spe... See more...
If the car is used for both your Schedule C business AND your Schedule E rental, it SHOULD be showing car expenses on both of them.   You enter the number of miles for that specific business or specific rental activity, and the program calculates the expense for that activity (Schedule C and Schedule E).
It was an unqualified dividend for a specific stock that was incorrectly totaled for the year.  You can very plainly see that the total reported via their supporting details per stock simply does not... See more...
It was an unqualified dividend for a specific stock that was incorrectly totaled for the year.  You can very plainly see that the total reported via their supporting details per stock simply does not match what I received in my transaction history for that stock.  What I received in my transaction history is correct.    There are no tax withholding or any other complications affecting the total.  All other stock dividends are reported correctly.  Ironically enough, my account manager at the brokerage agrees with me here.   Regardless, the qualified or unqualified nature of the dividend does not affect the underlying question.  In TurboTax, how do you correctly adjust for an incorrect number reported on a 1099-DIV, whether it's box 1a, 1b or any other box therein?   
So I guess my question is would I choose my name to report his w2 since he’s a minor? because it’s not giving me an option to choose his name. Or would I need to file an entirely separate tax return ... See more...
So I guess my question is would I choose my name to report his w2 since he’s a minor? because it’s not giving me an option to choose his name. Or would I need to file an entirely separate tax return for him in his name?
Program does not go through each section of the Indiana return
Vous ne faites pas une déclaration conjointe, n'est-ce pas? Une déclaration d'une personne décédée doit être faite individuellement et posté au fédéral, mais transmise au provincial.   Assurez-vo... See more...
Vous ne faites pas une déclaration conjointe, n'est-ce pas? Une déclaration d'une personne décédée doit être faite individuellement et posté au fédéral, mais transmise au provincial.   Assurez-vous de réviser le changement d'état civil sous Introduction en portant attention aux dates.     Merci de choisir TurboImpôt
@Lorishireen wrote: Thank you for the fast reply! So would I need to file a totally separate tax return for him?  No. You enter the W-2 and the 1099-NEC in the same tax return. All of a pe... See more...
@Lorishireen wrote: Thank you for the fast reply! So would I need to file a totally separate tax return for him?  No. You enter the W-2 and the 1099-NEC in the same tax return. All of a person's income must be reported on one tax return.   His Social Security number has to be on his tax return. The EIN is only on Schedule C.    
Delete the Medical Expenses worksheet and/or Schedule A from your return if you are taking the standard deduction.   A 'Needs review' message will not prevent e-file; you can scroll down and click on... See more...
Delete the Medical Expenses worksheet and/or Schedule A from your return if you are taking the standard deduction.   A 'Needs review' message will not prevent e-file; you can scroll down and click on Continue to move along in the tax prep process.   Choose the link below for the platform you are using.     How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop
Bonjour @vero_vf    Nous ne pouvons pas répondre à la place de Revenu Québec.  Voyez le guide du Relevé 8 qui explique qui doit le produire et comment calculer le montant de chaque case.  L'info... See more...
Bonjour @vero_vf    Nous ne pouvons pas répondre à la place de Revenu Québec.  Voyez le guide du Relevé 8 qui explique qui doit le produire et comment calculer le montant de chaque case.  L'information en page 5 est très claire: "Le relevé 8 doit être produit par un établissement d’enseignement qui est situé au Québec; qui est désigné par le ministère de l’Éducation ou le ministère de l’Enseignement supérieur pour l’application du Programme de prêts et bourses pour les études secondaires en formation professionnelle à temps plein et pour les études postsecondaires à temps plein, institué en vertu de la Loi sur l’aide financière aux études; dans lequel l’étudiant était inscrit à un programme d’enseignement reconnu par l’un de ces ministères pour les mêmes fins." Un collège situé en Ontario n'a donc pas d'obligation à produire le Relevé 8.   Il est clair que ce n'est pas le montant des frais payés (case B) qui soit le problème, mais plutôt le montant de la case A.  Revenu Québec a déjà déclaré que dans l'impossibilité d'obtenir un Relevé 8,  elle serait prête à accepter une lettre émise par le registraire de l'établissement d'enseignement qui confirme les mêmes renseignements que ceux prévus au Relevé 8.    Avant de vous lancer dans cette démarche auprès du registraire, je vous conseille de simuler l'effet de ce que la case A devrait être dans les déclarations de revenus (la sienne et/ou la vôtre s'il vous transfère des montants inutilisés). Si votre fils a un gagné un revenu trop élevé, et que ce dernier annule de toute façon les crédits qui utilisent le montant de la case A, alors ne perdez pas votre temps à vous lancer dans une démarche qui au final, n'aurait pas d'impact. Enfant majeur: Annexe S Votre déclaration: Annexe B   Bonne chance dans vos démarches.   Si cette réponse répond bien à votre question, merci de l'identifier comme solution confirmée!
Thank you for the info! So I would need to file a totally separate tax return for him? I file most of his stuff under his business ein (on my tax return). this is the first time he’s received a w2 fo... See more...
Thank you for the info! So I would need to file a totally separate tax return for him? I file most of his stuff under his business ein (on my tax return). this is the first time he’s received a w2 for a one time modeling job and the amount is less than $350
On his Missouri tax return, he needs to apply for a credit for taxes paid to Illinois. You will see an option for that when you work through the credits section of the Missouri tax return. First, in ... See more...
On his Missouri tax return, he needs to apply for a credit for taxes paid to Illinois. You will see an option for that when you work through the credits section of the Missouri tax return. First, in the general information section you see when you start the Missouri return, he needs to indicate that he is filing as a Part-year resident filing as a Resident.    Later, on the screen that says You've Finished Your Missouri Return, find the section that says Taxes and Credits. Start or update that section and you will see an option to apply for a credit for taxes paid to another state. You will see where you can enter the tax paid to Illinois and you will get credit for that against the Missouri income tax. You will need to mail in the Missouri tax return with a copy of the Illinois return.
If the "Allow" button does not work when downloading your Morgan Stanley data into TurboTax, it may be due to your browser security settings.    Make sure Third Party Data Sharing is enabled i... See more...
If the "Allow" button does not work when downloading your Morgan Stanley data into TurboTax, it may be due to your browser security settings.    Make sure Third Party Data Sharing is enabled in your Morgan Stanley security center.  Also, try using a browser such as Chrome or Edge and enable Local Network Access in your browser settings.  Temporarily disable anti-virus or firewall software, or enable Full Disk Access in system settings. Make sure you TurboTax program is up to date. TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.    If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Update   Also see these articles for additional information: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?   If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.