All Posts

If you have completed your 2025 tax return using the TurboTax online editions, then you would be in the File section of the program.  On the second step of the file section you will either be shown a tax refund or taxes owed.  Which was it?

No, you cannot claim the credit for the same item in two different years.   Under the IRS rules for the Energy Efficient Home Improvement Credit (Section 25C), the credit is only available for the tax year in which the property is placed in service (initially installed and ready for use).   Since your gas combo boiler was installed and put into use in 2024, that was the only year you were eligible to claim it.

@saccojohn , lacking exact details such as your resident state, type of pension etc., I am very confused  and must be missing something ---- Pensions have always been sourced to the resident state .   Just like  and in  general interest earning are sourced to resident state. However, if you are really having an issue of  domestic pension being sourced to the state of earlier employment and not your resident state, please help me  simulate the scenario --- give me details sufficient for creating this on Windows desktop  --I have Home & Business.  Would be excited to try and see what gives.

Do  you get Social Security?  If you do then check 1040/1040 SR line 6b and see if the taxable amount is  0.  For the Social Security, you get 0 on 6b if you didn't answer the Foreign question right. Or if the amount on 6b is too low and you are married you answered it wrong for one spouse. 

A couple reasons it could be saying you need to upgrade…… You might be seeing this because of form 8959, that goes to Schedule 2. The amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. I read a post that said to try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less. If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the Retirement Savings Credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

If you correct this filing status before April 15th, you can change the filing status to married filing separately. However, if you are married and you did file jointly, after April 15th, you can no longer change your mind. Keep in mind that you must file two returns when you amend, one for each spouse.   My advice is to do an amendment quickly and send it e-file if you can, if not, file by mail immediately and be sure to keep a receipt for the date you mailed the return. How do I switch from filing jointly to filing separately?

@user17747156794    If there is a $0 in that field, that doesn't allow you to change it THEN...there might be a Supporting Details (SD) sheet attached to that field.   Double-click on the $0 and the SD sheet should show up....then enter your actual $$ in the worksheet ...OR...delete the worksheet entirely when it shows up and you get full access to the normal entry for n ow and future years...(unless you really want the SD sheet there every year)

Here’s how to use the QuickZoom tool in TurboTax Forms mode (Desktop): QuickZoom is available on some forms as a gray “QuickZoom” button. Click the gray QuickZoom button to jump directly to the related form or worksheet for the item you’re viewing. Use it whenever present to avoid scrolling through multiple forms; note it isn’t available on every area.

You can download and pri nt the pdf.   How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf

Follow the steps below to reach your miscellaneous income entry if you did not use 1099-MISC entry steps.  If you did use a 1099-MISC to make your entry you can simply use the following: Search (upper right) > Type 1099misc > Click the Jump to... link Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount