All Posts

If you didn't enter any data, you usually don't need to worry about "removing" it, as the software will simply see $0 and defaults to the higher deduction anyway. However, if it’s bothering you or triggering an error, here is how to clear it:   TurboTax essentially asks you to choose between State/Local Income Tax or Sales Tax. Go to Federal > Deductions & Credits. Find Estimates and Other Taxes Paid and click Start/Revisit next to Sales Tax. The software will ask how you want to enter your info. Select the option that says "EasyGuide" or "Enter my own." Once you get to the final comparison screen, simply select the button for "Income Tax" instead of "Sales Tax." This effectively "removes" the sales tax selection.    

Section 179 is an election to expense certain qualifying fixed assets in full, rather than slowly take depreciation expense of their cost value year-after-year. For most taxpayers, electing 179 expense is a highly desirable option.    It is subject to certain limits.   Learn more: TurboTax - What's a Section 179 deduction? IRS Pub. 946 How To Depreciate Property, Electing Sec. 179

The annuity start date is the date that you began to receive the pension benefits.   Each month pension benefits may include an amount previously invested by the taxpayer.  Consider this a return of capital to the taxpayer.   The amount received by the taxpayer that was not previously invested is taxable income to the taxpayer.  So, such a retirement distribution has a taxable and a nontaxable component.   The IRS uses the Simplified Rule method and the General Rule method to determine how much of the retirement distribution is taxable and how much is a return of capital.   The Simplified Rule method is the more popularly used method.   The tax free amount previously recovered is the total of the amount previously invested and recovered by the taxpayer.

Yes, you can fix it.  To see what is causing your return to be rejected and find out how to fix it:   Sign in to your account Select the Fix my return button Follow any “fix it” instructions to update the information causing the rejection.   What does my rejected return code mean and how do I fix it?      

Re-upping this because it was the fix for me after hours of trying everything else -  "go back to the state and do not skip the Public Pension Subtraction. I had continually skipped it since it didn’t apply to me but turbo tax was assuming one of my 1099r’s was a pension. I selected the None of the Above and this is what got rid of my error."

If you want to manually switch, here's how, from How do I change from the standard deduction to itemized (or vice-versa)?   "Go to the screen: Based on what you told us, [either Standard Deduction or Itemizing deductions] is right for you, and select Change my deduction. (Instead of using the link, you can also manually navigate to Federal > Deductions & credits > Deductions & credits Summary > Continue > If applicable, continue through any summaries> Now you will arrive at Itemizing/ standard deduction summary screen.) On the Which deduction do you want to take this year? popup, you'll see the dollar value of each deduction type. Select the type of deduction you want and Continue." If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.

It depends. Once you click "Transmit," you cannot stop it. You must wait for the state to accept or reject it. If rejected, you can fix and re-submit; if accepted, you must file an amended return    @sharonmd69