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March 13, 2026
8:33 PM
I am resident of MA, income source was from NJ employer. The W2 showed Box 16 state wages of NJ and MA. Box 17 also showed state withheld on both states. Should not the W2 reporting zero wages for MA...
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I am resident of MA, income source was from NJ employer. The W2 showed Box 16 state wages of NJ and MA. Box 17 also showed state withheld on both states. Should not the W2 reporting zero wages for MA in Box 16, but still have tax withheld for MA in Box 17?
March 13, 2026
8:33 PM
1 Cheer
I've had this problem for years. Last time it took the tax expert hours to sort through it. Big flaw in the TurboTax form and no real direction since it was stated at the beginning of the process tha...
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I've had this problem for years. Last time it took the tax expert hours to sort through it. Big flaw in the TurboTax form and no real direction since it was stated at the beginning of the process that no part was attributed to Oklahoma. To fix it do the following: for each stock trade go to Edit. Check the box that says it is not subject to exclusion (this is terribly unclear becuase it is being excluded). You can continue and type in $0 for the oklahoma portion, but not sure if this is necessary. Just hit the Back arrow and the selection will be saved. No need to try to continue on to enter aquired dates and other nonsense. This worked for me.
March 13, 2026
8:17 PM
Topics:
March 13, 2026
8:17 PM
I have the same situation: after all documents was uploaded my expert stopped responding bton the chat messages. I called supportt, they promised to escalate the issue with my expert and her supervis...
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I have the same situation: after all documents was uploaded my expert stopped responding bton the chat messages. I called supportt, they promised to escalate the issue with my expert and her supervisor - still non response
March 13, 2026
8:11 PM
1 Cheer
Just enter the full amount of the B 1099R box 1 as the RMD. You don't need to enter anything about or for the "A" IRA account. You should not have form 5329.
March 13, 2026
8:08 PM
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...
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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 ….
March 13, 2026
8:04 PM
Thank you for your detailed response. Because my wife and I were both F‑1/F‑2 ‘exempt’ students for all of 2025 and only became permanent residents on February 5, 2026, I’m concerned that the standar...
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Thank you for your detailed response. Because my wife and I were both F‑1/F‑2 ‘exempt’ students for all of 2025 and only became permanent residents on February 5, 2026, I’m concerned that the standard First‑Year Choice rules (which exclude exempt days from the required day counts) may not apply to us in the usual way. Before I proceed with an extension and resident filing for 2025, could you please confirm specifically how the First‑Year Choice works for F‑1/F‑2 students who are still within their 5 exempt years and only obtain a green card in 2026, and whether you’ve checked that this election is valid and beneficial in our exact situation?
March 13, 2026
8:00 PM
We continue to be perplexed by how to enter the following RMDs are shown when there are two custodians. Two IRA accounts. A calculates its RMD to be $900, B calculates $9100. A total of $10,000....
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We continue to be perplexed by how to enter the following RMDs are shown when there are two custodians. Two IRA accounts. A calculates its RMD to be $900, B calculates $9100. A total of $10,000. Amount taken from A is $0. The amount taken from B for that purpose (an error) is $11,000 No 1099-R is sent from A, but B indicates the withdrawal on the 1099-R of $11,000 How do we answer the questions provided in the desktop interview regarding B, the one that sent the 1099-R? The "Required" RMD for B alone of $9100 is smaller than the actual withdrawal from the B's account. Do we show $10,000 (the actual combined calculated RMD) or $11,000 (the actual amount withdrawn)? How does the worksheet in Form 5329, Part IX, fit into the reporting in this case? Is this where the custodian's data goes that didn't issue a 1099-R? If true, why isn't this mentioned during the interview process? What's the purpose of that worksheet, and where do those numbers get reported or carried forward? It seems that a distinction between the calculated RMD and the actual amount withdrawn would be helpful. Thanks for any clarification.
March 13, 2026
7:58 PM
Turbo Tax doesn't have your W2. You get that from your employer. Didn't they send it to you?
March 13, 2026
7:58 PM
Topics:
March 13, 2026
7:57 PM
I just need to see my W-2 that will be filed with the IRS.
Topics:
March 13, 2026
7:54 PM
Depends why you have mail it - a common reason is for your 1099B / Schedule D because you have summary entries with adjustments (e.g. wash sales or Accrued Market Discount), or a noncovered category,...
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Depends why you have mail it - a common reason is for your 1099B / Schedule D because you have summary entries with adjustments (e.g. wash sales or Accrued Market Discount), or a noncovered category, without the details for those sales on Form 8949. Form 8453 is just a cover sheet to send the details to the IRS it states "Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949" - that statement is your 1099B. If you have not filed yet, you can avoid the mailing by splitting your 1099B and enter those sales as "One by One" with the details which will fill in Form 8949 at the detailed level, assuming you don't have too many; and the balance of the 1099B without adjustments can be input at summary level; and then check totals line up on Schedule D. If you are using Online there is also the option to upload the 1099B PDF rather than mail the form. See: https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individual-income-tax-irs-e/L5gK5lbax_US_en_US https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L0ygGdIiE_US_en_US
March 13, 2026
7:52 PM
I've had this problem for years. Last time it took the tax expert hours to sort through it. Big flaw in the TurboTax form and no real direction since it was stated at the beginning of the process tha...
See more...
I've had this problem for years. Last time it took the tax expert hours to sort through it. Big flaw in the TurboTax form and no real direction since it was stated at the beginning of the process that no part was attributed to Oklahoma. To fix it do the following: for each stock trade go to Edit. Check the box that says it is not subject to exclusion (this is terribly unclear becuase it is being excluded). You can continue and type in $0 for the oklahoma portion, but not sure if this is necessary. Just hit the Back arrow and the selection will be saved. No need to try to continue on to enter aquired dates and other nonsense. This worked for me.
March 13, 2026
7:51 PM
Line 9 of Form 8889 will always show the gross amount reported on your W-2.
You must answer the question about withdrawing the excess by 4/15/2026wn in 2026 as withdrawn in 2025. The earnings are t...
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Line 9 of Form 8889 will always show the gross amount reported on your W-2.
You must answer the question about withdrawing the excess by 4/15/2026wn in 2026 as withdrawn in 2025. The earnings are taxable in 2025. The excess withdrawn, which will be automatically populated by answering "yes" to the question, will appear on line 12B. The excess is taxable because your wages (box 1 of W-2) were reduced by the excess you contributed or if the employer contributed, a prorata portion is considsdered taxable
You didn't get a "2025" 1099-SA because the excess was withdrawn in 2026, so you'll get a 2026 form in 2027
so report earnings as interest
March 13, 2026
7:50 PM
Topics:
March 13, 2026
7:49 PM
Topics:
March 13, 2026
7:48 PM
They had a price increase around March 1 every year. You could pay early to lock in the lower price. Did the $77 include the state return? State is a separate charge. How to review your fees ...
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They had a price increase around March 1 every year. You could pay early to lock in the lower price. Did the $77 include the state return? State is a separate charge. How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353
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