All Posts

I have had multiple problems filling my taxes with turbo tax this year and have received no help in correcting the issue. I am very dissatisfied with the lack of assistance and the time it has taken me to get any actual filling completed. I would expect a full refund of any charges and I don't expect I'll be using turbo tax again. I had an easier time filling a paper return when I was 19yrs old. I used you guys because you offer a sense of security that I found to be non existent. Your delays have cost me an important purchase and have set me back considerably. I am truly disappointed

Yes, your VA 100% P&T (Permanent and Total) status should count as being "permanently and totally disabled" for tax purposes (assuming it matches the IRS definition).   The IRS defines "permanently and totally disabled" as being unable to engage in "substantial gainful activity" due to a physical or mental condition that a doctor certifies will last at least 12 months or result in death.   Since the VA has already certified you as P&T, you usually don't need a separate doctor's note for the IRS (you can use your VA Benefit Summary Letter as proof of your status.).   Use the "Effective Date" listed on your VA Rating Decision letter for your 100% P&T status.   The program asks for the date of your P&T disability: If you are under 65, this date helps determine if you may qualify for a specific tax credit (The Credit for the Elderly or the Disabled), and  If you are totally disabled, you may qualify for a higher standard deduction or specific state-level tax breaks (e.g., a property tax exemption).. Do not enter your VA disability compensation as "income" in the program (since it is tax-free).   If you receive a standard military retirement pension (based on years of service), that is taxable, but the portion that is "disability-related" might be exempt. Thank you for your service!

I assume you are entering your Form W-2 and have more than one state with income and possibly withholding.    After you enter the information for the first state, there should be a box just below that that says "Add another state".  Click on that, and add another state (second line).  

You can e-file the return if you do the certification and attest that you did not have Obamacare during 2025.   You won't be able to edit the statement, but you will be able to e-file your return without having to upload any of the 1095-A information.      From the How to Fix reject F8962-070 article >> If you don't have a Form 1095-A and know you won't be receiving one, you can certify this in TurboTax Online/Mobile in order to refile your return:   Go to the Do you need to report any 1095-As? screen. You'll be asked if you received a 1095-A. Select No. By selecting this certification, you will be able to e-file your return and meet the requirements under rejected code F8962-070. Select File from the left menu and continue through the process to resubmit your return.

No, you don't need to report this. For 2025, the IRS annual gift tax exclusion limit is $19,000.    If you were to exceed this amount (per recipient), you would be required to report the gift on IRS Form 709, which is a separate filing from your 1040.    See: The Gift Tax Made Simple for more information.

Yeah TurboTax reps are fuxing idiots and cant help me. that company as a whole is useless. I posted this in hopes that when they are sued i can join. or for others to comments in hops to file a class action lawsuit against this crappy company. needless to say ill find a different way to file my taxed from now on.

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal   Here are some useful videos on the Form:   https://www.youtube.com/watch?v=a5wJow5h-No   https://www.youtube.com/watch?v=5Z_28sVOrTY  

A California Secretary of State (SOS) file number is a minimum of 7 digits long, a maximum of 12 digits long, and can only contain the numbers 0-9. If the SOS number contains a letter (such as "B") that letter should NOT be entered - only enter the numbers.   @Allday123 

I looked at the 2025 instructions for Schedule SB, line 16 for the Retirement Income Subtraction (RIS).  It stated that any IRA withdrawals that are taxable at the federal level are eligible for the RIS in addition to qualified pension.    To test this in TTax, I created a "test" tax file where I entered $40,000 for a pension and $5,000 for an IRA withdrawal taxable at the federal level.  The WI Retirement Income Subtraction allowed was $45,000 (married filing jointly and at both age 67)   I the then changed the taxable IRA withdrawal to $10,000. TTax correctly only allowed the maximum of $48,000 as the RIS deduction for WI.