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a month ago
Be sure your computer’s system clock is set to the correct date and time zone.
Try the correct date format.
Double-check there are no extra spaces before or after your entry.
If after t...
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Be sure your computer’s system clock is set to the correct date and time zone.
Try the correct date format.
Double-check there are no extra spaces before or after your entry.
If after this you still have the issue, try these steps:
Exit to your TurboTax, close all browser tabs, and sign in again. Doing this usually resolves short-term session problems.
You may clear your browser’s cache and cookies from your computer to clear out any remaining data. To do this, follow the instructions in the link below:
How do I delete cookies
How to clear your cache
a month ago
You may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.
Let us know if you still have this problem after you do the manual update.
a month ago
If you have filed your tax returns using TurboTax Online, you may view the paper tax returns.
You may access your tax return but be very careful about changing the tax information because it wi...
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If you have filed your tax returns using TurboTax Online, you may view the paper tax returns.
You may access your tax return but be very careful about changing the tax information because it will carry forward to next year's tax return.
To access your tax return after you have e-filed it:
Sign in to TurboTax.
Select Tax Home from the menu.
Scroll down to Your tax returns & documents.
Select 2025, and then select Add a State (you are not actually adding a state, this just gets you back in).
You will now be in your return.
If you have already filed your return and you make changes, these changes will be transferred to next year's return if you do not undo them and your information may not be accurate.
See this TurboTax Help.
a month ago
I am using Turbotax Desktop Deluxe PC version. I am entering the 1095A form and answering "Yes" to the "are you sharing" question. I then enter 100 into the Premium Percentage, SLCSP Percentage, and ...
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I am using Turbotax Desktop Deluxe PC version. I am entering the 1095A form and answering "Yes" to the "are you sharing" question. I then enter 100 into the Premium Percentage, SLCSP Percentage, and Advance Payment of the PTC Percentage boxes, as we're not sharing the credit with the children. The program throws a fit during the "check" phase, saying 100 isn't a valid number, and the preview of form 8962 is showing "1.00" on the line 30 percentages. It's a mess. It seems that the issue is coming from the poor choice of wording in Turbotax. It asks if we're sharing the policy with other people that aren't on the return, but the form 8962 actually asks if we're "allocating policy amounts". We're sharing but not allocating, I think. So, should I just say "no" to Turbotax or wait for a software upgrade to make it work properly?
a month ago
We file a joint return with income over $250K. My husband contributed 12K to a work 401K. We also each contributed 7K to our personal IRA's. While I know that those IRA contributions are not deductib...
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We file a joint return with income over $250K. My husband contributed 12K to a work 401K. We also each contributed 7K to our personal IRA's. While I know that those IRA contributions are not deductible, are they considered excess contributions or can they just be in the account? We are both over 65.
Topics:
a month ago
You can view your 2025 filed tax return in TurboTax Online.
Log in to TurboTax
Click Tax Home
Scroll to Your tax returns & documents
Select Year: Choose the 2025 tax year.
Click Dow...
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You can view your 2025 filed tax return in TurboTax Online.
Log in to TurboTax
Click Tax Home
Scroll to Your tax returns & documents
Select Year: Choose the 2025 tax year.
Click Download/print
a month ago
Please review the steps again below and be sure you follow them carefully.
If you did not have any other 1099-G forms, then you may not see the 'Add more income' selection. This solution has b...
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Please review the steps again below and be sure you follow them carefully.
If you did not have any other 1099-G forms, then you may not see the 'Add more income' selection. This solution has been successful. If you do need to remove any zero entries (besides the ones indicated in the instruction) be sure to use the 'Delete' key to remove any unnecessary entries.
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.
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.
@TanLxyz
a month ago
1 Cheer
As mentioned, I did complete my return via desktop TurboTax after downloading it but now when I click onto TurboTax2025 icon, it only shows my 2024 tax return and asks me to start 2025 like I'd done ...
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As mentioned, I did complete my return via desktop TurboTax after downloading it but now when I click onto TurboTax2025 icon, it only shows my 2024 tax return and asks me to start 2025 like I'd done nothing previously. Don't understand the log onto Desktop question has never had to "log onto" anything to get into TurboTax via desktop icon, like using a User ID/Password nor does monopoly card question make sense to me so no to that. Again, "trying" to submit tax return online but can't find it, so "no" haven't filed it yet. Logged onto Intuit in case it might be there for some reason given TurboTax appeared to require me to log onto Intuit Account to import financial information...that's the step that messed things up. Have imported financial info in previous years without issues but not this year...didn't not go smoothly at all!! Did complete all that eventually and again finished my tax return but now cannot access it to actually submit it online.
a month ago
1 Cheer
If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.
a month ago
1 Cheer
Based on the information you shared, line 19 seems to be the 529 Qualified Distribution amount minus the amount spent for room and board ($41,498-$11,800=$29,698).
That means that there is stil...
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Based on the information you shared, line 19 seems to be the 529 Qualified Distribution amount minus the amount spent for room and board ($41,498-$11,800=$29,698).
That means that there is still $29,698 of the 529 distribution that must be accounted for and spent on qualified education expenses for it to be a non-taxable distribution. When you take the total qualified expenses of $43,911 and subtract the $29,698 you get $14,213 left in order to be used to claim the Lifetime Learning Credit.
a month ago
It should be fine. If you wanted to split that refund between getting some refunded and some being applying to next year (line 23), then it would matter.
You can watch the IRS Where's My Amende...
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It should be fine. If you wanted to split that refund between getting some refunded and some being applying to next year (line 23), then it would matter.
You can watch the IRS Where's My Amended return site for processing information.
a month ago
Yes, that is the answer I was given on the phone yesterday: assume the program is defective and just answer that I used another non-TurboTax program last year and continue on. Then you will just hav...
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Yes, that is the answer I was given on the phone yesterday: assume the program is defective and just answer that I used another non-TurboTax program last year and continue on. Then you will just have to go through a few extra questions to verify your identity.
a month ago
To qualify to file for free their return should be a simple 1040, no other forms or schedules except to claim credits like Earned Income Tax Credit, Child Tax Credit, student loan interest, and Sched...
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To qualify to file for free their return should be a simple 1040, no other forms or schedules except to claim credits like Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A. The Education Credits are not included in the free filings.
TurboTax Online: Important Details about Filing Simple Form 1040 Return
How do I contact TurboTax?
@NicoleRGotto
a month ago
Hi! Thank you for the response - I amended it before I received the refund from NY state. I efiled both returns and it does show accepted on both returns, when I call NY State, they've told me that s...
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Hi! Thank you for the response - I amended it before I received the refund from NY state. I efiled both returns and it does show accepted on both returns, when I call NY State, they've told me that submitting an amendment invalidating the first return. It sounds like from everything I am hearing, and what I see given the amended return counts the initial refund as an overpayment. For this to be correct, NY state still needs to pay my my initial refund, which the latest payment will then repay the refund.
a month ago
To add the shareholder loan amounts:
Go to Forms mode
Select "Schedule K-1 [Name]" for the shareholder for which you want to add loan information
Scroll down to the bottom of Part II,...
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To add the shareholder loan amounts:
Go to Forms mode
Select "Schedule K-1 [Name]" for the shareholder for which you want to add loan information
Scroll down to the bottom of Part II, Line I
Enter the beginning and ending balances for this shareholder's loans to the company.
a month ago
No, you'll need to annualize your income for the federal return as well.
In your federal return go to 'Other Tax Situations' and scroll down to 'Additional Taxes' and then click start next to...
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No, you'll need to annualize your income for the federal return as well.
In your federal return go to 'Other Tax Situations' and scroll down to 'Additional Taxes' and then click start next to 'Underpayment Penalties'. Then you'll need to go through all of the same steps that you did for the state return.
a month ago
1 Cheer
It depends. A repayment has specific rules to follow in this situation. If the repayment is $3,000 or less, there is no deduction.
The Claim of Right is explained more in the article below. Ho...
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It depends. A repayment has specific rules to follow in this situation. If the repayment is $3,000 or less, there is no deduction.
The Claim of Right is explained more in the article below. However I will add some information here about how to report on your tax return to determine if it applies to you and how you prefer to enter it on your tax return.
What is a claim of right repayment?
Claim of Right
If you had to repay an amount that you included in your income in an earlier year, because at the time you thought you had an unrestricted right to it, you may be able to reduce your income by the amount repaid in the current tax year if the amount you repaid is more than $3,000, or you may take a credit against your tax for the year repaid, whichever results in the least tax.
Taking the Income Reduction in TurboTax (most common)
Login to your TurboTax account or open your tax return.
Click on Deductions & Credits
Locate the section Other Deductions and Credits (you may first need to select on show all tax breaks if working online or I’ll choose what I work on if working in the installed desktop.)
Click Start (or Revisit) beside Other Deductible Expenses.
A number of questions will appear on the upcoming screens. You are looking for the one that reads Claim of right repayment over $3,000. Click yes when you see this screen. (Be sure to ignore the similar question, repayments of $3,000 or less.)
Enter the amount of the repayment in the box Claim of right repayment over $3,000 and click Continue.
Taking the Credit in TurboTax (Must use TurboTax Desktop) How to switch from online TurboTax to the TurboTax software?
There are two components to taking the credit in TurboTax. The first part entails determining the amount of the tax that was overpaid in the year the income was received. This requires using the TurboTax Desktop product (or another method) to determine what the tax liability would have been without the income.
The credit can only be applied using the TurboTax Desktop product installed on a computer, in the Forms mode.
Switch to Forms mode by clicking on Forms icon in the program.
In the list of forms on the left click on 1040/1040RSR Wks above the Form 1040 itself.
Scroll down to Other Credits and Payments Smart Worksheet (near the bottom) and enter the amount that you have computed on Line D Claim of Right, IRC 1341 credit for repayments of prior year income.
Click on the Step-by-Step or Easy Step icon in the upper right corner to return to the interview mode and finish working on your tax return.
@tonischo
a month ago
@DanaB27 Token 1341613 Thank you very much for your reply. I understand how Turbo Tax came up with those numbers. In line 10 it does 14000/55203=0.254. Line 11 6913*0.254=1753. But isn't it a mistak...
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@DanaB27 Token 1341613 Thank you very much for your reply. I understand how Turbo Tax came up with those numbers. In line 10 it does 14000/55203=0.254. Line 11 6913*0.254=1753. But isn't it a mistake ? The guidelines for line 10 say "devide line 5 by line 9". Line 5 is populated with 7000 in Turbotax, which is correct. But instead of doing 7000/55203 = 0.127 it does 14000/55203 = 0.253. So Turbotax does not devide the number it has in line 5, but different number. Isn't it a mistake?
a month ago
Yes. The amended tax return is a separate return. Filing an amended return assumes that the original return is complete and any refund due has been received.
Based on your question, it seems th...
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Yes. The amended tax return is a separate return. Filing an amended return assumes that the original return is complete and any refund due has been received.
Based on your question, it seems that New York has processed your amended return (with a balance due) but has not yet processed your original return (with a refund).
To clarify: did you e-file your original NY tax return? And if so, does the filing status on the Tax Home page in TurboTax Online show that it was accepted?
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