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TT 2025 Desktop complains that my 1099-R has a value in box 14 for state tax withheld, but no value in 16 for state distribution. I saw older posts saying to  just write in the value from box 1 (tota... See more...
TT 2025 Desktop complains that my 1099-R has a value in box 14 for state tax withheld, but no value in 16 for state distribution. I saw older posts saying to  just write in the value from box 1 (total distribution). I only earned money in one state. I have a call in to my brokerage firm to ask them about it. I just don't want to mess up my taxes my typing directly in the forms.    The error review is weird anyway, because I have multiple 1099-R forms from the same brokerage and it doesn't specify which one the box 16 number is for! So I might have to edit the forms in form view, just want to make sure I'm putting the correct value in. 
If you aren't seeing a code W in box 12 of your 2024 W2, it only means that you didn't have any contributions to your HSA through payroll deduction.  You can still contribute to your own of course. ... See more...
If you aren't seeing a code W in box 12 of your 2024 W2, it only means that you didn't have any contributions to your HSA through payroll deduction.  You can still contribute to your own of course.   I was using a mock return in the desktop version of TurboTax and used the section you highlighted to get a $4000 contribution to an HSA.  On the screen for "Let's enter your HSA contributions", I put in the personal contributions box $4000, then went to the the next screen and select Yes for being covered by a HDHP in 2025.  The next screen "Do any of these situations apply to [name]?" has situations that could affect the ability to make a full or even partial contribution - I had none of those checked, but if you have any of those checked, that could affect the level of the contribution you could make.  For "What type of HDHP coverage did [name] have during 2025?", I checked a self only plan every month of the year.  If you select the "Different plan types" that may also affect your contribution level.  After that screen, I get a "Your HSA Summary" screen showing a $4000 deduction.   There are many factors that could influence the level of the HSA deduction you can take.  If you want us to take a closer look at this, I'd recommend sending us a diagnostic file, which is a copy of your tax return data that has your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  
Les ananlystes nous avisent qu'il y a un problème avec le TP-80 ligne 110. Ce sera réglé le 2 avril prochain. Cependant, vous pouvez contourner le problème en entrant $ 0 sur la ligne 110 du TP-80. À... See more...
Les ananlystes nous avisent qu'il y a un problème avec le TP-80 ligne 110. Ce sera réglé le 2 avril prochain. Cependant, vous pouvez contourner le problème en entrant $ 0 sur la ligne 110 du TP-80. À ce moment, les revenus du T2125 seront les mêmes que ceux du TP-80. Si vous choisissez d'inscrire zéro à la ligne 110 du TP-80, vous devrez imprimer et poster votre déclaration. Nous sommes désolés des inconvénients que cela vous causent. Merci de votre patience.
@user17741347624   You stated you fully updated the program and it took updates so it is not just your security software stopping them.  You should not override anything in a program as that can caus... See more...
@user17741347624   You stated you fully updated the program and it took updates so it is not just your security software stopping them.  You should not override anything in a program as that can cause errors and miscalculations and why it is picking the Standard Deduction for AMTI calculation.   Instead of overriding by entering zero, call up the "Tax & Int Wks"  that feeds the Sched A  and change line 1a1 (income for state tax ded calculation) to 0 and 2a (your real estate taxes paid) to 0.  This will then have 0's on the Schedule A.   See if that works. If not then please send a Token that eliminates all personal info by going to top tab choose ONLINE then send tax file to Agent and I will ask a TT agent to check your return as I can't see it.  Post the Token number you get.    
 Si vous avez un T2125 et un TP-80 dans votre déclaration, les ananlystes nous avisent qu'il y a un problème avec le TP-80 ligne 110. Ce sera réglé le 2 avril prochain. Cependant, vous pouvez contour... See more...
 Si vous avez un T2125 et un TP-80 dans votre déclaration, les ananlystes nous avisent qu'il y a un problème avec le TP-80 ligne 110. Ce sera réglé le 2 avril prochain. Cependant, vous pouvez contourner le problème en entrant $ 0 sur la ligne 110 du TP-80. À ce moment, les revenus du T2125 seront les mêmes que ceux du TP-80. Si vous choisissez d'inscrire zéro à la ligne 110 du TP-80, vous devrez imprimer et poster votre déclaration. Nous sommes désolés de ces inconvénients. Merci de votre patience.
To enter contributions to a 529 Plan on your Maryland tax return in TurboTax Online, go to State on the left menu and click Edit or Continue next to Maryland.   Continue through the screens until... See more...
To enter contributions to a 529 Plan on your Maryland tax return in TurboTax Online, go to State on the left menu and click Edit or Continue next to Maryland.   Continue through the screens until you see the one that says Here's the income that Maryland handles differently.    Maryland College Savings Plan Contributions is listed under Education.   Maryland 529 Plan contributions are a subtraction from income on your Maryland tax return.
I got Schwab to open a ticket in their backline to double check to see if that 1099 is correct. It should take 3-5 business days. And I was wrong about Fidelity. Box 5 in Fidelity contains only the a... See more...
I got Schwab to open a ticket in their backline to double check to see if that 1099 is correct. It should take 3-5 business days. And I was wrong about Fidelity. Box 5 in Fidelity contains only the after tax contributions.
I am using TurboTax Home & Business Desktop to amend my 2024 return and am seeing a persistent error on Form 1040-X. In Forms mode: There is a red exclamation mark next to Form 1040-X When I o... See more...
I am using TurboTax Home & Business Desktop to amend my 2024 return and am seeing a persistent error on Form 1040-X. In Forms mode: There is a red exclamation mark next to Form 1040-X When I open the form, it highlights the spouse SSN field in yellow However: The spouse SSN is already entered correctly Filing status is Married Filing Jointly Personal Info section also has the correct SSN What I have tried: Re-entering the SSN manually (not copy-paste) Running “Check Return” Verifying Personal Info section The error still remains. Questions: Is this a known TurboTax Desktop issue with 1040-X in amend mode? Does this error need to be resolved before filing, or can it be ignored if all information is correct? Would deleting and recreating Form 1040-X be the recommended fix? I have not yet completed my amendment changes (adding Schedule E), so this is happening immediately after entering amend mode. Any guidance would be appreciated.
  TurboTax automatically calculates the additional senior deduction based on your date of birth and your income. You will see it on Schedule 1a, line 13b of your 1040 form. There is nothing extra t... See more...
  TurboTax automatically calculates the additional senior deduction based on your date of birth and your income. You will see it on Schedule 1a, line 13b of your 1040 form. There is nothing extra that you need to do.    Taxpayers who are 65 and older may qualify for the additional deduction of $6,000 ($12,000 for MFJ).  To be eligible for the additional deduction, you must meet the eligibility criteria below: Be 65 or older by December 31, 2025 File Married filing Jointly if married Modified adjusted gross income under $75,000 ($150,000 for MFJ).  The deduction phases out for taxpayers above this income Review the TurboTax articles Tax Counseling for Seniors and the IRS Fact Sheet Deductions for Seniors for more information.
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 1... See more...
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    
My 1098-T only reports what the university charged me for during 2025. This means that because I registered for Spring 2025 during the calendar year of 2024, that charge is not reported. The aid I re... See more...
My 1098-T only reports what the university charged me for during 2025. This means that because I registered for Spring 2025 during the calendar year of 2024, that charge is not reported. The aid I received is listed for Spring 2025 and Fall 2025, but the charges are only listed for Fall 2025. Therefore, the difference between box 5 and box 1 is bigger than it should be. By request, I received a more detailed report from the university's cashier with what I was charged for Spring 2025, even though that wasn't listed on the official 1098-T. Can I list the total on that form instead of the total on the 1098-T? Listing that second total would make box 1 more than box 5, and as far as I can see, it would be a more accurate reflection of the transactions.
Thank you for posting your solution to the Turbo Tax 1099R issue.  I followed your advice, deleted the 1099Rs that I initially transmitted from my financial service and then re-entered them by hand. ... See more...
Thank you for posting your solution to the Turbo Tax 1099R issue.  I followed your advice, deleted the 1099Rs that I initially transmitted from my financial service and then re-entered them by hand.  I was then able to file my return electronically.  THANK YOU!!!!  I can't believe and am very disappointed I didn't get this solution from Turbo Tax.....
Got it! This year we are required to paper file and attach a joint statement so that I am treated as a U.S. resident for tax purposes. So that is why Form 8453 is not showing up 🙂 Thanks so much!
The experience you described was referred for investigation and confirmed as an issue. I was just advised that the developers are working on it and may have a solution in the first week of April. If ... See more...
The experience you described was referred for investigation and confirmed as an issue. I was just advised that the developers are working on it and may have a solution in the first week of April. If you have not filed yet, update TurboTax and check the 8283 section after April 5th to see if the fix has been deployed.   @sapientia   
I paid a tax levy in 2024 due to a prior years unfiled taxes. Those prior year taxes are now being filed, where do I account for that when i file that years taxes?
Click on Federal on the left side of the online program screen.  And choose which section you want to work on.  Either Wages & Income or Deductions & Credits
I looked around. I couldn't find it anywhere. That's why I'm asking on this help fourm.
@user17739689050 I'm sorry, I though you mentioned that she was a student at some point.    @Ctokarchik Then unfortunately, we are going to have to wait and see what the CRA changed. Maybe if you... See more...
@user17739689050 I'm sorry, I though you mentioned that she was a student at some point.    @Ctokarchik Then unfortunately, we are going to have to wait and see what the CRA changed. Maybe if you login to My Account you might be able to compare the lines between what's there and what's in TurboTax to see if you can spot what has changed.
Yes. You select converted it to personal use for this year. You will convert back to business use when ready.