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March 11, 2026
2:35 PM
A notes type reminder feature that will carry over from year to year. Example some types of home loans are not deductible but can be used to adjust the property's value in determining capital gai...
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A notes type reminder feature that will carry over from year to year. Example some types of home loans are not deductible but can be used to adjust the property's value in determining capital gains taxes. It would be very handy to have the feature so that each year as that loan is paid for a notation of principal and interest amount paid in that year can be record kept. And totaled. In this particular case the note feature might show up as an entry in the 1098 Deductions & Credits section of TurboTax.
March 11, 2026
2:35 PM
My employer overpaid me in 2025. I have not filed my 2025 income tax return. In January 2026, I repaid my employer the net amount of the over payment. In February 2026, my employer sent a W-2C that...
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My employer overpaid me in 2025. I have not filed my 2025 income tax return. In January 2026, I repaid my employer the net amount of the over payment. In February 2026, my employer sent a W-2C that corrected: Boxes 1,3,5, and 16 each were lowered by the gross amount of the over payment Box 4 was lowered by the overpaid Social Security amount Box 6 was lowered by the overpaid Employee Medicare amount No corrections were made to the Federal Income tax (box 2) or Minnesota State Income Tax (box 17). Now my employer states that I should repay them the overpaid income tax and then they will issue a second W-2C that lowers the overpaid income tax in boxes 2 and 17. My employer says I should complete my 2025 tax return using the second W-2C that they will send. It does not seem like I would get the overpaid tax back if I follow my employers advice. Please help
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March 11, 2026
2:33 PM
Thank you. So even if I am not a resident of Florida and my rental property in FL generates profits I am not required to file state taxes in FL?
March 11, 2026
2:30 PM
You can do that on next year's tax return for 2026. This is the 2025 tax return you are preparing now, so that deduction is not available yet.
March 11, 2026
2:30 PM
1. Yes. Let's work through this. Traditional IRA balance with pre-tax dollars. Add after tax dollars. Then convert some to ROTH. When you convert some to ROTH, you don't get to pick which of the dol...
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1. Yes. Let's work through this. Traditional IRA balance with pre-tax dollars. Add after tax dollars. Then convert some to ROTH. When you convert some to ROTH, you don't get to pick which of the dollars are converted. Let's do some quick math:
pre-tax $47k
after tax $7k
total IRS =$53k
after tax divided by total is about 13%
2. Convert $6912 to ROTH, then about 13% has already been taxed. The rest is taxable income. Which is about $1600 if you are in the 24% tax bracket.
So far, everything seems to check out correctly.
3. Adding more income to the IRA is diluting the percentage taxable.
4. Each time you convert, the math process will update percentages and you will continue paying tax on the non-taxed portion. These are dollars, not stocks, you don't get to pick which ones to use.
March 11, 2026
2:30 PM
Cuando una pareja se casa, tipicamente presentan su declaracion conjuntos (Married Filing Jointly) porque le resulta en una deduccion estandar mas alta ($31,500 para el año fiscal 2025). Debe as...
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Cuando una pareja se casa, tipicamente presentan su declaracion conjuntos (Married Filing Jointly) porque le resulta en una deduccion estandar mas alta ($31,500 para el año fiscal 2025). Debe asegurar que han ingresado todas las retenciones de sus formularios W-2 (especialmente la cajilla 2 Box 2). Si uno de los dos tiene una cantidad de retencion mas alta que el otro, eso puede resultar en que deban impuestas al final del año. Aqui tiene un calculador que puedes usar si trabajas por una empresa y desea ajustar sus retenciones W-4 Calculator 2026. Tambien, si uno de los dos tiene ingresos de trabajar por su propia cuenta, debe asegurar que page los impuestos estimados durante el año. Aunque generalmente es mejor declarar juntos, TurboTax les permite comparar los resultados de presentar sus impuestos "casados presentando por separado". A veces es bueno comparar y hacer su decision despues que hayan comparado las dos opciones.
March 11, 2026
2:30 PM
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
March 11, 2026
2:29 PM
Does the tax consequences of my Traditional IRA conversion to Roth IRA for 2024 depend on my Traditional IRA contributions for 2025? Because Turbo tax access concequences of conversion for 2024 for U...
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Does the tax consequences of my Traditional IRA conversion to Roth IRA for 2024 depend on my Traditional IRA contributions for 2025? Because Turbo tax access concequences of conversion for 2024 for USD 1600 payable to IRS. After that I can stop, not make any contributions to traditional IRA for 2025 and I shall pay USD 1600 for money converted for 2024. BUT if I contribute to Traditional IRA for 2025, I somehow shall pay IRS USD 1600 less immidiately, and I am not allowed to do before tax contributions to Traditional IRA this year. How can you explain this? Here is the confirmation of your own tax expert that I do own taxes for this conversion, expert estimated thos taxes USD 1600 same as me. How do I pay them through Turbotax? As turbotax reverses them when I add new after tax Traditional IRA contribution for 2025 which shall not be related to this conversion in any way.
March 11, 2026
2:28 PM
Sorry for your loss. I lost my husband in 2023. When did she pass? You can file a Joint return as normal the year they died. For the next two years following a husband's or wife's death, the...
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Sorry for your loss. I lost my husband in 2023. When did she pass? You can file a Joint return as normal the year they died. For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. To file Single you need start over with a new return and new account. And don't transfer from the Joint return. See How to file if your spouse recently died https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-return-spo...
March 11, 2026
2:28 PM
do I put the taxable amount for the general rule
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March 11, 2026
2:28 PM
I understand that for 2026 we can deduct up to 1,000 in Cash Donations even if I dont itimized. When I enter the cash donations in Turbo Tax is telling me that it is better to take the standard dedu...
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I understand that for 2026 we can deduct up to 1,000 in Cash Donations even if I dont itimized. When I enter the cash donations in Turbo Tax is telling me that it is better to take the standard deduction and not using my cash contribution. Is there a different place where I should enter this charitable cash donations?
March 11, 2026
2:27 PM
Last year I placed % in all three columns. Here is a screen shot that shows the message: We a using 2025 Premier Desktop version.
March 11, 2026
2:26 PM
Thanks Linda!
March 11, 2026
2:25 PM
My mother-in-law passed in January 2026. No tax return was filed for 2025, and we are not sure if she filed a tax return for 2022, 2023, or 2024 (unable to find paperwork). Her spouse passed away in ...
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My mother-in-law passed in January 2026. No tax return was filed for 2025, and we are not sure if she filed a tax return for 2022, 2023, or 2024 (unable to find paperwork). Her spouse passed away in January 2022. She may not have had enough income to file as she was just receiving social security, not much in unearned income. We have a form from the bank for an IRA distribution but no form from Social Security for her SS benefits. Please advise as to next steps.
March 11, 2026
2:25 PM
I have a QBI Pass Through Loss from last year which was reported on my 2024 8995-A Schedule C, I entered this information in TurboTax and I can see it in the Worksheets, but when I view my Tax Return...
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I have a QBI Pass Through Loss from last year which was reported on my 2024 8995-A Schedule C, I entered this information in TurboTax and I can see it in the Worksheets, but when I view my Tax Return, it has nothing listed in 8995-A Schedule C. Please note that this business was closed a few years ago and all I am trying to do is carryforward the loss from this LLC. Anyone know how to correct this?
March 11, 2026
2:24 PM
In the following links you will find all the instructions you need to transfer your 2024-return info.
How to transfer last year return in TurboTax
How to transfer "Last year" Info
March 11, 2026
2:24 PM
Why did intuit block me from viewing the itsdeductible app? I own the app. I already purchased it years ago with Quicken. It's mine. In Turbo Tax desktop Deluxe version, I am having such a difficult ...
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Why did intuit block me from viewing the itsdeductible app? I own the app. I already purchased it years ago with Quicken. It's mine. In Turbo Tax desktop Deluxe version, I am having such a difficult time viewing the, "Help me value my donations." The dropbox is not loading all results or letting you scroll down to view them, so I decided to view in my itdeductible app - I could see all the values. From what I saw was the app valuations were the same as the software with a more complete listing then what I am able to see in the Turbo Tax software version. Then I log back into the app and I receive a message, "This app is no longer available." This is my worse tax year using Turbo Tax. Their changes to their reporting has wasted so much of my time (education update is inaccurate), and now I have to manually value my clothing donations. I started using Quicken in 1995, and was a very loyal customer until they forced the subscription online version. I was not interested, so after 20+ years of using Quicken Deluxe, I ditched it with sadness. Can't believe the changes they have made this year in Turbo Tax are making it more difficult for their customers. Education 1099Q's need to be added back for their Coverdell customers who need the worksheet for calculating cost basis. Also, for people who take an education credit with their distribution. I have one excess education distribution that they are not accounting for. Don't know why I am complaining it's the tax on excess distributions they are choosing not to account for. Think they are trying to make it more difficult, so you'll pay for their experts. From some of the replies I've seen from their experts, I wouldn't be paying for incorrect info. Maybe time to chose a different platform for taxes!
March 11, 2026
2:24 PM
No, your dependents don't have to file a return because their income is below the filing requirements but should file to get a refund or any federal or state taxes withheld. Refer to the TurboTax art...
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No, your dependents don't have to file a return because their income is below the filing requirements but should file to get a refund or any federal or state taxes withheld. Refer to the TurboTax article Do I need to file my own taxes if I'm a dependent? For additional information.
Make sure that your dependent indicates that someone else is claiming them as a dependent on their tax return. Refer to the TurboTax article: How do I indicate that I can be claimed as a dependent on someone else's return?
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