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LeticiaF1

Since your return was rejected, you will no longer qualify to receive the 5 Days Early service. You will not be charged the $25 fee. After you correct your return , you will receive your refund at t...

Since your return was rejected, you will no longer qualify to receive the 5 Days Early service. You will not be charged the $25 fee. After you correct your return , you will receive your refund at the regular times. To see what is causing your return to be rejected and find out how to fix it: Sign in to your account Select the Fix my return button Follow any “fix it” instructions to update the information causing the rejection. What does my rejected return code mean and how do I fix it?

patrickscannell

jubug827

dmertz

@brian-halcomb , you are correct. This bug has been corrected with the March 12 TurboTax update.

MelindaS1

The senior deduction is a separate deduction from your standard deduction, and pulls into your 1040 on a different line (Line 13b) from a different form. It is usually $6,000 for each taxpayer above ...

The senior deduction is a separate deduction from your standard deduction, and pulls into your 1040 on a different line (Line 13b) from a different form. It is usually $6,000 for each taxpayer above age 65. In your tax return viewable PDF copy, search for a form titled Schedule 1-A Additional Deductions. The total on Schedule 1-A Line 37 is your enhanced senior deduction for the year. The sum of these additional deductions (on Line 38) should flow to Line 13b on your federal Form 1040 or 1040-SR. To see or print a PDF of your tax return, select your product and follow the instructions. TurboTax Online Open or continue your return. Select Continue or Start on Tax Home to enter your return. Select Tax Tools from the menu. Select Print Center, choose Print, save, or preview this year's return, and follow the instructions. If you haven't yet paid your TurboTax Online fee (or registered, if you're using a free version), you'll need to do so before you can save the PDF. TurboTax Desktop Open or continue your return. Select File. Select Print/Save for Your Records. Choose to either Save As PDF or Preview Print Copy. See also: 2025 IRS Form 1040 instructions, What's New

LindaS5247

TurboTax is asking you those questions to determine if this income should be classified as self-employment income, which is often reported on a Form 1099-MISC. This way the income will be reported as...

TurboTax is asking you those questions to determine if this income should be classified as self-employment income, which is often reported on a Form 1099-MISC. This way the income will be reported as Other Reportable Income (not self-employment) to avoid any unnecessary taxes When entering a Form 1099-Misc, the following questions are generally asked to determine if the income should be classified as self-employment income. You can answer them (according to your facts and circumstances) as follows: Describe the reason for this 1099-MISC Brokerage Investment Income Do any of these uncommon situations apply? This is usually no as they are uncommon. You can read through them and if they don't apply, select None of these apply. Did the Brokerage Investment Income involve work that's like YOURNAME's main job? No. it didn't involve work like YOURNAME's main job. Select no if the basic skills used to earn this money were not the same skills used at your main job. How often did YOURNAME get income for Brokerage Investment Income? Select 2025 This usually means that you plan to get this same type of money in future years for performing a job. Did the Brokerage Investment Income involve an intent to earn money? No, it didn't involve an intent to earn money. This usually means you signed up for a job with the intent to earn money to make a profit. You should see this income on your Schedule 1, Line 8z and it will flow to your Form 1040 Income Tax Return to line 8. Click here for information on Form 1099-MISC. Click here for "Where Do I Enter Form 1099-MISC?" Please feel free to come back to TurboTax Community with additional information or questions.

dmertz

TurboTax is performing the same calculation as is done on Worksheet 2-2 of IRS Pub 590-A. I had to go back and read Sections 408A and 219 of the tax code to confirm this, but if your supporting c...

TurboTax is performing the same calculation as is done on Worksheet 2-2 of IRS Pub 590-A. I had to go back and read Sections 408A and 219 of the tax code to confirm this, but if your supporting compensation is less than the overall Roth IRA contribution limit, it is indeed correct that your contribution limit is based on a proportion of compensation rather than a proportion of the overall contribution limit. See line 6 of Worksheet 2-2: https://www.irs.gov/publications/p590a#en_US_2025_publink1000231016

bflask83

I'm checking to see if my situation is a little unique: My 1099R is for military retired pay (not normally taxed in my state, Ohio) I do have some state tax withheld at my request because of how...

I'm checking to see if my situation is a little unique: My 1099R is for military retired pay (not normally taxed in my state, Ohio) I do have some state tax withheld at my request because of how much state tax that I normally have to pay because of other income sources. My 1099R does not have a designated box 16 but does show $0 in a blank box beneath box 14. Could that be the correct Block 16 that the agency (DFAS) uses? Do I put $0 for Box 16 because OH does not normally tax military retired pay or do I put the Taxable Amount number?

mlsteffeck

I was able to resolve my own question. The answer was in the Colorado Individual Income Tax Filing Guide. The supplemental document "Income Tax Topics: Social Security, Pensions and Annuities" did...

I was able to resolve my own question. The answer was in the Colorado Individual Income Tax Filing Guide. The supplemental document "Income Tax Topics: Social Security, Pensions and Annuities" didn't clearly cover my question. In the Colorado booklet, the answer is covered under the Line 4 Pension and Annuity Subtraction section Age 65 or older, then you may subtract $24,000 minus any amount entered on line 3, or the total amount of your taxable pension/annuity income, whichever is smaller; if the amount in line 3 of this form is greater than $24,000, you may not claim any subtraction for pension and annuity income on line 4 The answer for me is no, I can't claim pension and annuity income, my social security amount on line 3 is greater than $24,000. I should have gone for a hike early. Darn. mlsteffeck

SharonD007

Somehow, you may have made an entry that makes TurboTax think you need the form. Review your entries by following the instructions below: Certify in TurboTax Online/Mobile that you don’t have a...

Somehow, you may have made an entry that makes TurboTax think you need the form. Review your entries by following the instructions below: Certify in TurboTax Online/Mobile that you don’t have a 1095-A form Follow the instructions below: Open or continue your return In the left menu, select Federal Select Deductions and credits summary under Deductions & Credits Scroll down and select Medical Next to Health Insurance Marketplace (Form 1095-A) section, select Start/Revisit You'll be asked if you received a 1095-A. Select No. Refer to the TurboTax article How do I fix e-file reject F8962-070? for instructions to fix your return if it’s rejected because the IRS is looking for a 1095-A. You can also check to see if the 1095-A Form and Form 8962 Form are attached to your return. To delete a form in TurboTax Online follow the instructions below: Open TurboTax and your return Select Tax Tools from the menu on the left side Select Tools In the pop-up window select Delete a form Check to see if you see Forms 1095-A and 8962 and select Delete. Refer to the TurboTax help article How do I view and delete forms in TurboTax Online? for more details.

fkelly12054

Following this thread for years but not sure what the status is now, In 2021 the "solution" was to go back into your federal return and re-enter your 1099-r and tell it that the distribution was ...

Following this thread for years but not sure what the status is now, In 2021 the "solution" was to go back into your federal return and re-enter your 1099-r and tell it that the distribution was https://ttlc.intuit.com/community/state-taxes/discussion/incorrect-nys-pension-exclusion/00/1640826 This would in turn "fix" your state return to exclude the pension. The section in post 1650826 that tells you to adust your 1099r no longer seems to apply. In addition, when I go back to my state return I get a Pension Deduction Summary page that shows my pension payments (and my wife's) being applied ... saying "We automatically calculated your New York pension deductions" and the full amount of our pensions do appear to be deducted. If Intuit and Turbotax can certify that the entire underlying problem as fixed, maybe it would be a good idea to "close" this thread with a note to not try to apply the suggestions in it. Something in bold text and/or closing off the option to post more here.?? If there is still a problem with State pensions amounts not being completely or properly deducted from NY State taxes, users should instead be warned about that.

Hkokoshfd

customer service

lzxray84

5 days early

ThomasM125

You would not normally qualify for an education credit if your scholarship income was more than your tuition expense. The reference to someone else claiming him as a dependent may just be telling you...

You would not normally qualify for an education credit if your scholarship income was more than your tuition expense. The reference to someone else claiming him as a dependent may just be telling you that is one reason he may not qualify, but the primary reason is the scholarship income paid for the tuition, so that portion of it is not taxable. So, you can't get an additional tax benefit by receiving an education credit.

lkassin2686

This is incredibly helpful - thank you for taking the time to lay this out so clearly. I was actually initially interpreting the Line 12 instruction the same way (i.e., excluding amounts already inc...

This is incredibly helpful - thank you for taking the time to lay this out so clearly. I was actually initially interpreting the Line 12 instruction the same way (i.e., excluding amounts already included in Box 1), but I was hesitant to go down that path because I was worried it might trigger an IRS notice given the mismatch with Box 10. Your explanation gives me a lot more confidence that this isn’t a “wacky” position if that’s truly how the benefits were treated. Really appreciate you walking through both scenarios (qualified DCAP vs. taxable benefit) — that gives me a much better framework for how to approach this with my employer and how to think about reporting. This is exactly what I was looking for - thanks again for the thoughtful and detailed response.

rstever01

I am using the downloaded version, not online. I added all the number in both federal and state, updated software and still no luck with flow through. I am depreciating a heavy SUV over 6k lbs...

I am using the downloaded version, not online. I added all the number in both federal and state, updated software and still no luck with flow through. I am depreciating a heavy SUV over 6k lbs. I found that section 179 deduction flows to CT property (adding 80% back) so I used the max there and then used the balance as bonus (168k). CT treats 179 different than bonus which is why I split it up. Bonus is full add back so slightly worse treatment. the bonus doesn’t flow to the CT tax return as a add back so I had to manually add it in the forms section. I asked chatGPT why I had to do this manually and it says it is a “known issue for listed property”.

natemikebeard

Why is additional senior deduction not applied to my return?

M-MTax

@ejh214 wrote: Can I complete the 7004 online and file without going through all the setup? TurboTax Business does not support e-filing Form 7004.

tsipari

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already paid $7500 in SEP FOR MY CAPITAL GAIN,how to deduct from my payment now/

Re: I paid the extra fee to have my refund deposited to me 5 days early but it was rejected. I fi...

DOCUMENT NUMBER BOX CANNOT BE COMPLETED AS REQUIRED

Where do I indicate the sale of my primary home? I did not purchase a new one with the money.

Re: I have a Roth 401k that I rolled over to a Roth IRA. This checks rollover in 4c with no value, and the return is rejected. Am I correct this should be line 5 only?

Re: Doesn't look like the additional senior credit is being applied to my return. Shows my standa...

Re: question about interview questions for 1099-MISC

Re: Roth IRA Contribution Limit Worksheet

Re: Box 16 1099R

Re: Can both Social Security (line 3) and Pension/IRA/Annuity (line 4) be included in the Subtractions from Federal Table Income section on the Colorado DR 0104AD form?

Re: how do I get around the new 1095-A requirement?

Re: incorrect NYS pension exclusion

unable to access return online

I do not want "Delivered up to 5 days early". I want to waive that fee

Re: Triggering AOTC for student on full scholarhip

Re: Double Tax on Child & Dependent Care

Re: bonus depreciation correctly shows up on federal form 4562 but does not flow to my CT state r...

Doesn't look like the additional senior credit is being applied to my return. Shows my standard deduction as 33,100, which is 1600 about the normal standard deduction?

Re: How do I quickly file an extension today for my 2 LLC's?

how do i do my son tax using turbo tax

Do you have a TurboTax Online account?

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