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Thank you! Yesterday I spent from 2:15pm to 6:20pm on the phone with multiple TurboTax support reps in several departments and none of them knew this. I had to refuse, HARD, paying $60 for Live Advice ("I don't need CPA advice, this is a TurboTax bug" was met by "I can't come to that conclusion until it is confirmed by a CPA.") I was also told, "If TurboTax shows no errors, your return is correct." Three times, during screen share, I deleted and reentered the problematic 1099-DIV, and the 3rd time, it worked! That is crazy and frustrating!  The good thing was that I could see that I entered the 1099-DIV forms correctly and easily saw that one amount was being ignored. Today my challenge is to reconcile a $1000 discrepancy for Interest on U.S. obligations on my Georgia form. Unfortunately, I don't think there is anywhere in TurboTax that I can see what amounts it is including. When I ask for "Data source," some worksheets are mentioned but I cannot find those anywhere. I tried to address this with the last rep I spoke with, from the Resolutions Desk, but the call was disconnected and she did not call back. 

The doc number shouldn't include "IDUSA".  Try to enter the first 3 characters after the "IDUSA." Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.    For more information, see Where do I find my document number so that I can e-file my New York return?

Wrong. Example: Question ID: 94815838 (Topic: Filing Requirements and Due Date) Bernie e-filed his 2024 tax return on April 15, 2025. Two weeks later, he received another Form W-2 in the mail that he had forgotten about. What should Bernie do? X. Bernie should contact the IRS by phone and ask them to prepare an amended return on his behalf. CORRECT ANSWER. Bernie should prepare Form 1040-X to include the additional Form W-2.CORRECT ANSWER X. Bernie should wait for an audit notice and an automatic bill from the IRS. wrong X. Bernie should prepare another Form 1040 to include the additional Form W-2. BERNIE should prepare Form 1040-X to include the additional Form W-2. Taxpayers should file amended returns using Form 1040-X to correct any errors or omissions on a return they have already filed.

If you are using TurboTax Online to prepare your return, try using a different browser or try clearing your cache and cookies.     Use the information in the following TurboTax help article for guidance:   How to clear your cache   How do I delete cookies?  

Yes, depending on the amount I put in that box, I also get some or all of AOC credit. So what makes you think it’s not correct? Or a better question is - forget about AOC credit for a sec, think about 529 distribution and the fact that unless you show how it was spent, it will become taxable income. So where else are you going to enter room and board expenses? 

I am posting to report this issue with a rejected e-filed amended 2024 Federal Tax return. The error message received for the rejection is: "IND-689-01 - The year of the 'PrimarySignatureDt' in the Return Header must be equal to the processing year". TurboTax, by requiring the signature date to be in 2025, while the amended return is being e-filed for processing in 2026, is the cause of the rejection. The 2024 TurboTax application should allow today's date. Could someone in TurboTax product management please look into this and either: 1. Confirm that limiting the 2024 TurboTax desktop application to E-filing during 2025 is intentional. 2. If not intentional indicate if a fix will be implemented and if so a rough estimate of when the function to E-file will restored.

To e-file the 2025 tax return you need to enter the 2024 AGI as shown on the 2024 Form 1040 Line 11.   See this for the AGI (Adjusted Gross Income) - https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/find-last-year-agi/L0SiDtTNI_US_en_US?uid=mlwgf81c    

So sorry for your loss.   If your spouse passed in 2024, you could file a joint return for 2024.   Now for your 2025 return----  only if you have qualified dependent children---you can file as a qualified surviving spouse.   If you do not have a qualifying dependent child, then you will now file Single.   When your filing status changes to Single, you should start a new account with a new user ID.   If you use the old account that was used for past year joint returns, the embedded spouse information will cause lots of errors for you.   Start a new account with a different email, account and user ID.  Keep a record of how to access the old account; returns will be saved in that account for seven years.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/  

Thank you for trying to help me.  I actually withdrew the 429.00 plus 11.34 in interest. Fidelity is sending me a check.  I am still a little confused, however.  As I am doing my 2025 taxes, the 429 is included as income and as previously stated; the penalty of 46.00 is there, but I won't actually get a 1099-SA until next January, as I took the distribution in 2026, correct? So does that mean I have to claim the 429 as income again next year? And, since I won't have the 1099-SA, I'm not sure where the 11.34 in interest will be claimed....next year as well?

The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.   Do not enter it as Other Income directly or it will not be reflected correctly on both the federal and NYS return.   STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income > 'Refunds Received for State/Local Tax Returns' > Add or Revisit At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds When asked about the refund you received in 2025, enter the following: State: New York  Tax return year: 2023 Payments and withholding: 0 (be sure to enter the zero) Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS)  Continue. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?' Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.)  'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue When the federal return is complete, go through your state return, then you can preview each return. If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income).  IT-201 will show the subtraction from NYS income. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.   @TeaTax23  @Benbonnett 

I am very sorry for your loss. It depends on whether you have a dependent child living with you. If you do have a dependent child, you may be eligible to file as a Qualifying Surviving Spouse, which is an advantageous status because it allows you to continue using the Married Filing Jointly tax rates and standard deduction for the two years following your husband's death. However, if you do not have a dependent child, you will file as Single this year.