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To enter your State estimated tax payments, go to estimated tax payments under Deductions & Credits. Click on state estimated taxes for 2025. Here you can enter the payments you made to the state.        [Edited 3/23/26 | 4:28 PM PST]       

Assuming you are working on your 2025 return:   A backdoor Roth IRA allows you to get around income limits by converting a traditional IRA into a Roth IRA. You'll get a Form 1099-R the year you make the conversion. Contributing directly to a Roth IRA is restricted if your income is beyond certain limits, but there are no income limits for conversions.   Your 1099-R from the distribution of the traditional IRA funds will say code 2 in box 7 (or code 7 if your age is over 59 ½) .    You should report your conversion for the year you receive this 1099-R:   If you received a 2025 1099-R in 2026, complete both steps below to report it on your 2025 taxes. If you'll receive a 2026 1099-R in 2026, wait to report it on your 2026 taxes. In this case, only complete Step 1 below for your 2025 taxes. You’ll complete the second step next year when filing your taxes for 2026.   Reporting a backdoor Roth conversion is a two-step process. Please see this help article for the steps to complete for both TurboTax Online and TurboTax Desktop.   @kaymax22   

J'ai finalement réussi à résoudre le problème et transmettre ma déclaration à l'ARC. Je ne peux pas croire que j'ai passé plus d'une heure au téléphone avec le soutien technique et qu'ils n'ont pas pensé à me dire de compléter ces informations.  J'ai entré l'année d'ouverture de mon CELIAPP et j'ai coché oui à la question qui demande "Vous avez ouvert votre premier CELIAPP ou êtes devenu un titulaire remplaçant en 2025 ou une année antérieure." Le problème de mon côté, bien que ce n'est pas ce que Turbot impôt disait comme message d'erreur, est que je n'avais pas complétée la page précédente, en lien avec le montant de mes cotisations des années passées (2023 et 2024 dans mon cas).  Total de vos limites annuelles au CELIAPP pour 2024 et des années précedentes : Écrire le montant Total de vos déductions au CELIAPP pour 2024 et des années antérieures : Écrire le montant Si vous connaissez ces montants par coeur, tant mieux. Sinon, vous les trouverez dans votre dossier ARC, mais c'est loin d'être simple à trouver. Dans notre dossier sur l'ARC, ça dit clairement que ces montants doivent être intégrés à l'annexe 15. En espérant que ça aidera quelques personnes! C'est en recommençant mes impôts avec Impôts expert que j'ai compris mon erreur potentiel, car ces deux montants avaient été importés automatiquement par l'ARC!  

@eumapathy48 , Namaste ji (a)  For the year 2025,  need to know when did you enter the country?   I ask because  while under the GreenCard test you became a resident for the tax year 2025, the start of the residency is based on your first  day of legal presence.    So please can you tell when did you enter the country  with any visa  during 2025 ?   (b)Note that as a US person ( Citizen/GreenCard/ Resident for Tax purposes ), your world income is taxable to the US.    That is why we need to know your filing status during all of 2025. (c)  While a US Resident / US Person for incomes  that were earned  from foreign source is taxable by the US ( absent a  tax treaty  assertion ),  taxes paid to a foreign country is generally eligible  for US Foreign Tax Credit. (d)  Note that because US and India Tax Calendar are different , there is need for  allocation of income and  taxes paid thereon. (e) Generally it is a bad idea to use  TDS amount  for claiming  Foreign Tax Credit -- you should wait till ITR has been submitted and accepted by  IT.   Please answer my questions  and I will circle back -- yes ?   Namaste ji   pk

Depending on the state, that may be how the tax is calculated. The majority of the states use your full income to calculate your tax liability and the pro-rate the tax by the percent earned in the state. Look for a line with a percentage earned in that state. If you want to reply with the state, we can let you know.

Vous dites ex-époux. Lisez ici les conditions qui permettent le transfert de crédits inutilisés entre ex-conjoints?      Annexe 2 Agence du revenu du Canada   Ligne 31800 – Montant pour personnes handicapées transféré d'une personne à charge   Vous ne pouvez pas tous les deux demander le montant pour personne à charge à la ligne 30400 fédérale. Chacun de vous indique une personne à charge dans sa déclaration, cependant le parent qui n'a pas la garde de l'enfant indique que l'enfant ne vit pas avec lui.    Si vous croyez y avoir droit, cliquez sur Déclarations de renenus 2025 dans le haut du menu de gauche pour accéder à la barre de recherche. Tapez 'transfert' et sélectionnez Transfert de l'époux ou conjoint.  Remplissez vos informations à partir de cette page.      En souhaitant que ceci réponde à votre question, merci de choisir TurboImpôt.     

I was just informed today, March 23rd, that the update for QTP to Roth transfers has now been scheduled to run on Thursday, March 26th. Update TurboTax on Friday, March 27th and it should be there. @mirwaise 

Yes, if you enter your total Property Tax in the Home Office section for your Business first, TurboTax will apportion the amount for Home Office Expense, and the balance will transfer to Schedule A.   That way, you don't need to determine the amount to enter in the itemized deductions section.  You can skip the Property Tax entry in that section.     @TLin1     

Let me give you two scenarios: If she is your dependent, you can claim the education credit, if your qualify. Your tax liability is probably larger than hers to qualify for more credit.  Currently: For the full credit, your MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you're filing jointly) For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly) There is no credit given if your MAGI is above $90,000 ($180,000 if you’re filing jointly) You could have $2500 tax relief AOTC plus $500 for claiming her as a dependent. If you are claiming her and the credit, you enter the 1098-T with box 1 $4000 and the scholarship is blank. Your daughter enters Box 1 minus $4,000 and box 5 full amount   If she is not being claimed, she can claim the education credit by claiming $4,000 for tuition. Enter the 1098-T as it is. Claim room and board expenses of .... box 5 is $31,127  minus  $5,138 (used on education) equals the amount to enter for room and board. This triggers the education credit. The AOTC is split into two parts. The non-refundable part lowers tax liability up to $1500. Another$1,000 is refundable.

There seems to be many variables depending on browser, headers, etc. It may even be easier to use summary totals from your file. A solution can be to enter summary transactions if you have many transactions.    Your brokerage statements or CSV files should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate). You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted)

The What-If Worksheet in TurboTax calculates automatically if you enter figures in another column besides the one that displays the actual entries you made in your return. It is a desktop-only feature used to simulate tax scenarios (like changing income or deductions) without affecting your actual return.  Find it by switching to "Forms Mode", clicking Open Form and entering "What-if" in the search box.    To calculate, open the worksheet, copy existing data into a new column, fill in filing status/age, and input new figures. For example, it automatically calculates Total Income, Line 22, based on the income and deductions entered.   The first column, Current Tax Return, shows the results based on what you entered in the program. You can set up the other columns using the checkboxes at the top of the form, or you can just enter different figures in the entry fields in another column to see the impact, for example, of making a deductible IRA contribution.    The Worksheet is also set up to be able to run separate versus joint filing scenarios.   As @VolvoGirl noted, you have the option to make payments directly on the IRS website rather than using the vouchers.   @anonymouse1

Hi NicolleR1,   Before making this post I logged out of TurboTax, updated my browser, cleared my cache, opened a new browser, and STILL nothing worked. I eventually turned off all of my browser extensions and tried again an hour later and was finally able to proceed.   Thank you for the tip about the customer support phone number. Using the help function, I was only able to see AI help or a paid "Ask a Tax Expert" link. There was no option for technical support (another way Turbo Tax fails its customers).    

Wait.   YES.   You have to file a completely separate 1040 tax return for him under his name and ssn.   Did he get any 1099NEC in prior years?   The only thing you can report on your return is if he only has interest and dividends.    And don’t use your account.  Online is only good for 1 return per account.  Don’t use your account or you will overwrite your return and it will be gone.  And you have to pay for each account separately so it might get expensive.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return Be sure on his return you check the box that he can be claimed on someone else’s return.   

When the browser window opens to Sign In to your brokerage account, click the icon in front of the URL address. In the Settings window, and choose 'Allow' for Local Network.   @WilliamKarnofsky