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No. On Schedule A, the full amount of SALT is entered on 5a. Then, on line 5e, the lesser of the total or $40,000 ($20,000 if married filing separately) is entered. This is different from the Virginia Schedule A, which limits Line 5a to the Virginia SALT cap amount.    In addition, if your income exceeds the threshold of $399,200 for married filing joint ($332,700 if filing single), your itemized deductions are restricted and you must use the Limited Itemized Deduction Worksheet to computer your itemized deduction limitation amount.    @wkatb 

J’ai réussi! Je ne sais pas si c’est relié mais j’ai cliqué sur « ignorer » à chaque avertissement lors de la révision. Après plusieurs semaines de tentatives et de nombreuses révisions, j'ai recommencé à zéro avec une nouvelle déclaration, sans succès. Je venais d’acheter Impôt expert et avait commencé à refaire nos déclarations … une adaptation est nécessaire car programmé différemment. Faut dire que j’utilise Impôt rapide depuis au moins 30 ans. À mon dernier essai, quelle joie de ne pas avoir de message d’erreur! Je réfléchis pour l’an prochain, l’expérience a été pénible cette année!  Je tiens tout même à remercier les modérateurs qui prenaient le temps de répondre et de nous donner un peu d’espoir.

I'd like to review your tax return that is experiencing this issue but will need you to create a copy that doesn't have any of your personal information.  To create this diagnostic file, follow the instructions below to send it to us.   For TurboTax Online:   Sign into your TurboTax Online account Scroll down to Tax Tools from the menu ‌ side Select Tools from the dropdown  On the pop-up screen, select Share my file with agent A message that a diagnostic file gets sanitized and transmitted to us appears Provide the Token Number that was generated in this thread.  TurboTax Desktop Steps Open your return Click Online in the top menu bar Select Send Tax File to Agent Follow the prompts to generate the token number Provide the Token Number that was generated in this thread. 

How old are you? You must be 26 years old or older at the end of the year, but also less than 66 years old.    This Canada Revenue Agency (CRA) page has more information on who can claim the Canada training credit (CTC): https://www.canada.ca/en/revenue-agency/services/child-family-benefits/canada-training-credit/who-can-claim.html    

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

To avoid the excess contribution penalty on Form 5329, you must report the recharacterization in the IRA Contributions section of TurboTax.   Here's how: Do not try to edit Form 5329 directly. Instead, go to the section where you originally reported the contribution: Go to Deductions & Credits -> Retirement and Investments. Select Traditional and Roth IRA Contributions. Check the box for Roth IRA (and Traditional IRA if you now have one). On the screen "Enter Your Roth IRA Contributions," enter the full original amount you put in (even if it was an excess). Shortly after, TurboTax will ask: "Did you change your mind and recharacterize any of this contribution?" Select Yes. Amount Recharacterized: Enter the amount of the original contribution you moved. Note: Enter the contribution amount only (e.g., $7,000), not the earnings/losses. TurboTax will ask about earnings in the next step. The IRS requires a written explanation for every recharacterization. TurboTax will provide a box for this. You should write something similar to this: In 2025, I contributed $7,000 to a Roth IRA. On [Date], I recharacterized the full $7,000 plus [Earnings/Losses Amount] to a Traditional IRA. This transfer was a timely recharacterization of the original 2025 contribution.   Since you recharacterized in 2025 (or early 2026), your 1099-R forms can be confusing: If you recharacterized in 2025: You should have a 2025 Form 1099-R with Code N. You must enter this in the "Wages & Income" section. If you recharacterized in early 2026 (for the 2025 tax year): You won't receive the 1099-R until January 2027. You still report the recharacterization on your 2025 return now using the steps above. When the 1099-R (with Code R) arrives next year, you can simply ignore it because you've already reported the transaction today.   To ensure the penalty is gone, check your tax summary or print a preview of your forms: Form 5329: Part IV (Roth IRA Excess Contributions) should now be blank or zero. Form 8606: If your income was too high for a deductible Traditional IRA, you will now see the recharacterized amount appearing here as a nondeductible contribution.

I discovered the cause. I became eligible for a non-qualified pension during the year, and its present value was included in Box 11, so that FICA could be paid on it up front. Turbotax asked whether I had taken a distribution or made contributions to the pension (i.e. no option to choose deferred compensation). I chose "taken a distribution", and it then deducted the total Box 11 amount from my Box 1 wages, making Box 1 negative. This meant that it was showing the IRA contributions as excess, because they were greater than my (negative) earned income.   Changing the option to "making contributions" to the NQ pension removed the issue, and I can't see that it causes any issues elsewhere (yet), so that workaround seems to be OK.   It looks like Turbotax needs to be adjusted to deal with deferred compensation for NQ plans, where FICA is paid up front, but the earnings (and income tax) are deferred.   Rgds Martin

Dawn,   Thanks so much for your reply!  To ensure I understand what you are saying:  When you say to select multiple countries (and not various), are you saying to do that on the foreign income tax credit input screen, or when I input the countries on the 1099-DIV screen?     What I tried to do was enter "Various" on the 1099-DIV input screen (which is the way it's reported on my 1099-DIV), and then input all of the countries covered by that "Various" in the country selection screen in the foreign tax credit entry.  Is that the correct way to proceed??   Thanks!  Ed

Si vous avez un problème avec l'envoi IMPÔTNET Qc , pouvez-vous suivre les étapes suivantes et réessayer? Fermez votre logiciel Ouvrez votre logiciel NOTE : s'il y a encore des mises à jour disponibles, svp les autoriser Passer la déclaration en revue, à partir de la section Réviser Assurez-vous de repasser en revue TOUS les Avertissements et Erreurs. Ouvrez les avertissements et cliquez sur Me concerne ou ignorer.  NOTE : Il ne doit plus en rester Enregistrez votre déclaration Envoyez par IMPÔTNET Qc Il est très important de suivre les étapes à la lettre afin de s'assurer que les mises à jours ont bien été appliquées. Si ça ne fonctionne toujours pas, veuillez m'envoyer une capture d'écran du message d'erreur que vous recevez et je vais contacter à nouveau l'équipe technique pour voir ce qui se passe. Merci

Un enfant de 18 ans ou plus qui n'est pas aux études ne peut pas être déclaré à votre charge.    Voyez ici les informations de l'ARC à ce sujet:  Montant pour une personne à charge admissible  Ligne 30400   Merci de choisir TurboImpôt

To fix your rejected return, complete the following steps per this help article: Sign in to TurboTax. Select Fix my return to see your rejection code and explanation. Select Fix it now and follow the instructions to update the info causing the reject. Input the correct prior year AGI amount (as per your MyTax Illinois account) and drivers license number to ensure it matches to what the state has on file for you. Once you've fixed the error, select File and follow the instructions to e-file your return.

Nous sommes désolé d'apprendre que votre expérience avec le soutien téléphonique ait été désagréable.   Oui, vous avez raison, si vous êtes un employé qui reçoit un T4/Relevé 1 avec un plan d’assurance collectif que vous payez via votre employeur pendant toute l’année, vous êtes de l’option 14 et votre conjointe sera de l'option 16, et ces options ne paient pas de cotisation RAMQ.   Merci de partager votre expérience et vos solutions avec les autres utilisateurs de la Communauté.

this is a lot to unpack and analyze, I'd enter the 1099-Rs into Turbotax and have it do the math then ask questions here if the math doesn't math.  I was a bit confused with your Vanguard numbers as your numbers on the 1099-Rs didn't match the earnings amounts higher up on your timeline.   For whatever reason it looks like Vanguard treated the reversal of the 2025 Roth contribution as a recharacterization ("N" on 1099-R) so you would enter that as tho you made the initial Roth contribution for 2025 in Turbotax and answer the questions about recharacterizing it to Trad IRA which will flip it over to Trad contribution.  But TRP undid it back to non-retirement and you made a separate Trad IRA contribution so you would enter that as a regular Trad IRA contribution.  Be careful not to answer questions about recharacterizing that "to" Roth in that section - not to be confused with conversion, the 1099-R's with code "2" will trigger the final Roth conversions on Form 8606.  For TRP that part will following more traditional Backdoor Roth, see here for the general steps https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US   See Pub 590b for the 1099-R codes and info on penalties etc https://www.irs.gov/pub/irs-pdf/p590b.pdf   J8 = Early Distribution + Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2025. JP = Early Distribution + Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2024 or a previous year.