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There is no relevant category for NJ 414(h) in Box 14 of your W-2, and normally you would use the category "Other." However, New York generally taxes these 414(h) contributions, so that is what is causing the issue since you are filing a New York non-resident tax return.    First of all, make sure that you list NJ in front of 414(h) when you list it in the W-2 to indicate that it is from NJ and not NY.    If that does not work, you can select NY IRC 414(h) NY tax exempt as the category for your NJ 414(h) contributions in Box 14 of your W-2 to get around the e-filing error.   Note that NJ 414(h) is shown on the W-2 for informational purposes only, and the taxability of the contributions to this tax-deferred retirement plan for government employees has already been accounted for in the W-2's Federal and NJ wages. Entering the 414(h) category as NY tax exempt is only to satisfy the NY return's requirement to select the taxability of these contributions.

The Michigan City return (Form CF-1040) is handled separately from the main state return.  Because city subtractions are specific to local ordinances, they are entered within the "Other Situations" or "Michigan City Tax Returns" section.   Open or continue your return. Under your Michigan state return, Look for "A few things before we wrap up your state taxes" (or "Michigan taxes are ready for us to check") screen. Under the section labeled "Other Situations," Click on Start/Revisit next to "Michigan City Tax Returns". Under the City Tax section, Select the city you live or work in.   The program will ask for your Residency Status (Full-year, Part-year, or Non-resident). Look for "Income earned outside of [City]" (for Non-Residents), and Enter the portion of your wages not subject to city tax here. Continue through the interview until you see "Any Subtractions from Income?" or "City Subtractions." (common items found here include: IRA/Pension deductions, Military Pay, etc.). Note: Most Michigan cities (except Detroit) do not support e-filing for city returns through TurboTax. You may need to print and mail the city return to the city's treasurer's office separately from your state and federal returns.

Of course using your HSA debit card is spending directly from your HSA. The whole point of an HSA is to pay for qualified medical expenses with tax-advantaged dollars.   It is true that you can invest money in your HSA, and draw them out even after you retire, but you might have trouble finding an HSA custodian that gives you the breadth of investment opportunities that an IRA might provide.   Once you turn 65, the HSA becomes like an IRA in that you can withdraw money from the HSA then and be taxed like ordinary income just like an IRA - with the added bonus that if the money is withdrawn for purposes of paying for qualified medical expenses than these dollars are still tax-free.   It sounds like you want to maximize your HSA contributions in order to be able to cover your current medical expenses and still keep the investing going.

The  consent is voluntary, and you can still file without signing it.     This standard consent form for data sharing to third parties is for five years, but you can revoke consent at any time via email to Intuit.    The email can be sent to: privacy@intuit.com. You would state something like  "I am revoking my consent for Intuit to use or disclose my tax return information for any purpose other than the preparation and filing of my tax return."   Click here for How TurboTax Safeguards Our Customers' Data   Click here to visit Intuit's Privacy Page.  If you have additional information or questions regarding this, please return to Community and we would be glad to help.

No, it is not a new change for 2025; rather, it is a long-standing rule that if you are subject to the Alternative Minimum Tax (AMT), you cannot use the standard deduction to reduce your AMT income. The Minimum Tax Credit (MTC) is designed to help you recover that difference in future years when you pay regular tax.   Using the Credit: If you did pay AMT in the past, you can apply the resulting MTC to reduce your regular tax liability in 2025, even while taking the standard deduction, provided your regular tax exceeds your tentative AMT for 2025.   Review your Form 8801 in each scenario. You do not have to take the standard deduction. IRS tax law allows you to choose between taking the standard deduction (a flat amount based on filing status) or itemized deductions (listing out specific expenses). Most taxpayers choose the option that reduces their taxable income the most and results in lower taxes.   @mblanco59 

It seems that your husband may fall into a particular category that exempts him from the usual overtime regulations. In the realm of labor law, the term "qualifying for overtime" typically pertains to an employee’s entitlement to receive pay at a rate of one and a half times their regular wage for any hours worked beyond 40 in a given week.   If his employer is not obligated to provide this additional compensation, it essentially means that he does not meet the criteria to benefit from the standard overtime pay provisions. This situation can arise for various reasons, often related to the nature of his job duties or salary structure, which categorize him as exempt from receiving those extra pay rates.

I am having a similar issue with Desktop, Mac OS. The 1099 Div is importing correctly, but the amounts are not showing up on my schedule B (or 1040). I have tried restarting and power cycling my computer, but the issue persists. I feel stuck at this point...

In TurboTax, in the Illinois state income tax return, at the screen Tell us about your Illinois college savings plan contributions, enter the 529 contributions.   See the screen Here's the income that Illinois handles differently.  Select College savings and prepaid tuition plan contributions.

No, to paying taxes twice and to asking for a revised W-2.   When TurboTax detects an excess HSA contribution, then it immediately adds back the excess that come through the employer to your Other Income (look at line 8f on Schedule 1 (1040)). Alternatively, if the excess came from "personal" (i.e., direct) contributions, then the deduction number on line 13 (Schedule 1 (1040)) is adjusted to remove the excess.    If you received a 1099-SA with a distribution code of '2', then the amount in box 1 is ignored, because the taxation of that amount was already handled on your 2024 tax return (go see). Only the earnings (box 2) is added to Other Income on your 2025 tax return.

Here is how to activate this feature.   Step 1: Set Up the Property Go to the Wages & Income section.  Scroll down to Rentals, Royalties, and Farm and select Start/Revisit next to Rental Property and Royalties (Schedule E). Enter your property details (Address, etc.). Step 2: Identify as a Short-Term Rental This is the most critical part. TurboTax will ask about the Type of Rental.   When asked for the property type, select Short-term rental (or "Vacation Home" if short-term isn't a specific dropdown option, though newer versions have the specific STR category). The software will ask: "Did you rent this property for the full year?" Answer based on your actual days. The "7 Days or Less" Question: You may encounter a screen asking for the average number of days a tenant stayed. Ensure you enter 7 days or less.   Step 3: Activating Material Participation After entering your income and expenses (mortgage interest, cleaning, etc.), TurboTax will ask a series of "Special Situations" questions.   Look for the "Material Participation" screen. It will literally ask: "Did you materially participate in this property?"  Select Yes. The "Active Participation" vs. "Material Participation" Trap:   Active Participation is a lower bar (usually for long-term rentals) and only allows a deduction up to $25,000 (and phases out if you make over $100k).  Material Participation (what you want) has no income limit or deduction cap. Ensure you are checking the box that specifically mentions Material Participation or meeting one of the IRS tests (like the 100-hour or 500-hour test). Step 4: Verify the Loss is "Non-Passive" Once you finish the section, you need to check if the software "got it right."   View your Tax Summary or Forms Mode (Desktop version).  Look for Schedule E. Check if your loss is flowing to Schedule 1 and then to the front page of your 1040. If the loss is being "carried forward" or limited, you likely missed the toggle for Material Participation or the software still thinks it's a "Passive Rental" because the average stay wasn't marked as 7 days or less. A Common Pitfall If you hired a Full-Service Property Management company, it is very difficult to claim Material Participation in TurboTax without triggering an IRS red flag, because you likely won't pass the "100-hour + more than anyone else" test.

Your test case now lists pension of $25,000.  Only $11,725 of the Social Security is taxable.     Your adjusted gross income is $36,725 and your standard deduction today is $15,750.     The standard deduction may go up in 2026 if you become 65 years old.  You may also qualify for the $6,000 Senior Deduction when you turn 65 years old.   Medical expenses of $20,000 generate a Schedule A of $17,246.  Additional itemized deductions will decrease your tax burden and increase your Federal refund.   Tax of $2,099 and Federal refund of $2,601 if Federal withholding is $4,700.   @leeleses 

The normal procedure is:   1. You ask for a "withdrawal of excess contributions" from your HSA custodian. Use this exact phrase so that their paperwork will be correct. Also ask them to calculate the earnings and include them in the distribution. 2. The HSA custodian will send you a check for the excess amount and the earnings. 3. Sometime before the end of January 2027 (yes really, at any point in time before then) the custodian will send you a 1099-SA (which reports on this distribution) which you will enter on your 2026 tax return (i.e., next year).  

Dealing with the "Kiddie Tax" (Form 3800) when your parents aren't California residents is a common point of confusion in tax software. Because California generally conforms to federal law regarding unearned income for dependents, you are required to fill out this form if your taxable scholarships (which CA treats as unearned income) exceed the threshold ($2,700 for 2025).    Here is how you should handle the non-resident parent situation and the potential "bug" you're seeing on Line 18.   1. How to Handle Non-Resident Parents   Since your parents do not file in California, they have zero California taxable income. However, Form 3800 is designed to "borrow" the parent's tax rate.  Parent's Taxable Income (Line 6): You should enter your parent's Federal Taxable Income here. Even though they aren't CA residents, California uses the parent's total taxable income to determine the marginal tax rate that should apply to your unearned income.  Parent's Tax (Line 10): Since they didn't file a CA return, their California tax is indeed $0. By entering their federal taxable income on Line 6 but $0 tax on Line 10, the form calculates what the tax would be on their income plus yours, and then subtracts the $0 they actually paid. This effectively taxes your "excess" unearned income at the high rate it would have hit on their return. 2. Addressing the "Line 18" Bug You mentioned that Line 18 (which should be the maximum of Line 16 and 17) is showing a higher number than either. This usually happens in TurboTax for one of two reasons: Mental Health Services Act (MHSA) Tax: If your taxable income is exceptionally high (over $1 million), California adds a 1% surcharge. However, for a graduate student, this is unlikely. The "Schedule P" Factor: If you are subject to the Alternative Minimum Tax (AMT) in California, the software may be layering that into the final tax calculation on Line 18. If the number is truly arbitrary and doesn't match the math on the paper form, it is likely a rounding error or a "forced" field in the software's interview mode.   3. How to Proceed Check the Parent's Income Entry: Ensure you didn't leave the parent's income blank. If you enter $0 for their income (when they actually have income, just not in CA), the software might be defaulting to a standard calculation that conflicts with the Kiddie Tax rules. Use their Federal Adjusted Gross Income or Taxable Income as prompted by the instructions for Line 6.   If your parents' income was entered as $0 on Line 6 because they aren't CA residents, that is likely the cause of the error. California law requires using the parent's total taxable income (from all sources) to find the correct tax bracket, even if that income isn't taxable by California itself.

You can access your full 2024 return and get the list of  if you filed it with TurboTax.  To see and print Form 8283 to see all the charities for your 2024 donations:   Open your return Select Documents from the menu Use the dropdown menu to choose the tax year you want Select Download tax PDF How do I view, download, or print a prior-year tax return? @morgantjm