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Did you ever get an answer to your 1035 question regarding how PA is handling the 1099-R form.   I was surprised to see the schedule d show up since it's not a sale of anything.
TurboTax asked "What is the refund/recontributed amount?" (those could be two different things) and the adjacent box says "Recontributed amount." However, there was no page to say Refunded Amount (jus... See more...
TurboTax asked "What is the refund/recontributed amount?" (those could be two different things) and the adjacent box says "Recontributed amount." However, there was no page to say Refunded Amount (just the yes/no question). The section seems to ignore the possibility that it was refunded and not Recontributed.
Thank you for explaining that depreciation starts mid-month.  I couldn't figure out why TurboTax was showing a lower depreciation than my calculation for a rental property purchased in 2025.  I was o... See more...
Thank you for explaining that depreciation starts mid-month.  I couldn't figure out why TurboTax was showing a lower depreciation than my calculation for a rental property purchased in 2025.  I was on the phone with TurboTax helpline for over an hour, and the rep couldn't figure it out either.  Thankfully, I read this response and I was able to recreate the TurboTax depreciation exactly.
Unfortunately, the IRS mandates the QMID for 2025. TurboTax is programmed to block the credit without that four-digit code to prevent a rejected return.    Per IRS 5695 Instructions: "Beginning J... See more...
Unfortunately, the IRS mandates the QMID for 2025. TurboTax is programmed to block the credit without that four-digit code to prevent a rejected return.    Per IRS 5695 Instructions: "Beginning January 1, 2025, if you are claiming the energy efficient home improvement credit for specified property placed into service in 2025, you must include the four-character alphanumeric unique qualified manufacturer identification number (QMID) for each item."
Thanks @RobertB4444 , I've restarted my computer, cleared my cache and cookies. opened a new browser windoqw, logged into TurboTax, and the below screenshots are what I See. After Clicking "Fix it no... See more...
Thanks @RobertB4444 , I've restarted my computer, cleared my cache and cookies. opened a new browser windoqw, logged into TurboTax, and the below screenshots are what I See. After Clicking "Fix it now" on screenshot #1, then Clicking "Continue" on #2 (despite the message), I see the green checkmark, indicating it fixed it? do I just click "Continue to e-file" (screenshot #3) ? i don't see any indication that TurboTax changed/updated anything. Is there a way to verify this before trying to e-file again?
It’s giving me the child and other dependent tax credit and my daughter SS is valid for employment. is this a new rule? Last year I was able to claim the full child tax credit and I still did with m... See more...
It’s giving me the child and other dependent tax credit and my daughter SS is valid for employment. is this a new rule? Last year I was able to claim the full child tax credit and I still did with my ITIN.
No (imo) - these refund gimmicks are not worth the cost or hassle inserting 3rd parties between you and the IRS.   Keep it simple - file normally, check the fee breakdown before your pay, pay fees up... See more...
No (imo) - these refund gimmicks are not worth the cost or hassle inserting 3rd parties between you and the IRS.   Keep it simple - file normally, check the fee breakdown before your pay, pay fees upfront, and IRS will send your refund when they send it.   note it's "up to 5 days early" so it could just end up being 1 day early and it depends on when IRS sends information.   please avoid "Pay with My Refund" this costs $40 and routes your return through a 3rd party bank.   read all the smallprint here   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-early-refund-delivery-options/L9U8ngZlH_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/difference-5-days-early-refund-advance/L44eOlu6T_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US   How to check/reduce fees: https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US
Thank you @MarilynG1, I will try what you suggested.  I did not enter Property Taxes when I entered my Mortgage Interest from Form 1098 (I pay property taxes separately from my mortgage).  And the de... See more...
Thank you @MarilynG1, I will try what you suggested.  I did not enter Property Taxes when I entered my Mortgage Interest from Form 1098 (I pay property taxes separately from my mortgage).  And the deduction the software is taking for SALT is more than double my property taxes (it's taking the maximum $40k for some reason when my property taxes are only around $13k).  In any case, I'll try to re-enter the property taxes after clearing cache/cookies and re-opening Turbo Tax.  Thanks again for your help.
In this section, you will report the gross amount of the annual distribution in US Dollars (USD) of your pension.
@lucsa3d Your screenshot only showed one item - TurboTax Online State $25 What is the other item that equals $675?
If you're using TurboTax Online, go back to the Deductions Topics page and choose either Add/Edit/Review next to Medical Expenses.  If you're not able to enter your Medical Expenses (first page is pr... See more...
If you're using TurboTax Online, go back to the Deductions Topics page and choose either Add/Edit/Review next to Medical Expenses.  If you're not able to enter your Medical Expenses (first page is prescription expenses), you can Delete the Medical Expenses Worksheet from your return.    Close TurboTax, clear your Cache and Cookies, reopen the program and you should then be able to enter your Medical Expenses.   @user17724317262 
The log in window should be from Morgan Stanley I would assume unless they use a 3rd Party to make the information for import available. Please refer to the links I provided to troubleshoot the issue... See more...
The log in window should be from Morgan Stanley I would assume unless they use a 3rd Party to make the information for import available. Please refer to the links I provided to troubleshoot the issue you are receiving.  We can not see your screen so it's hard for us to determine what experience you had.
Thank you and I'm sorry for your loss as well. I should have started with that, I'm sorry for not doing that. I appreciate you responding so quickly. I have to admit, I was hoping for a different ans... See more...
Thank you and I'm sorry for your loss as well. I should have started with that, I'm sorry for not doing that. I appreciate you responding so quickly. I have to admit, I was hoping for a different answer. lol. I'm sure to pay on it then because when my mom passed on 4/7, I will admit it took me awhile to get my mind ready to handle her estate as it was just me to do everything and I didn't want to do any of it at the time. I didn't even notice SS had a deadline for filling out the form they sent. I couldn't even think about any of that "5 days due after receiving the letter," which was a few days received after she had passed. By the time I was ready to handle things, I noticed the deadline date, I went ahead and sent it in on 6/30/25. I wasn't even sure they would honor her last paycheck, but they did, and I received a direct deposit on 8/30/25.   I had asked ChatGPT if I had to pay on it and where to add it before I saw your question. I know sometimes ChatGPT can be wrong. It did say I may or many not have to pay on it.  SS is only partially taxable depending on my total income and that Turbo Tax will calculate this automatically based on my total income. It did say to enter it in Box 5 (Net Benefits). So, I guess I will see when I start my taxes.   I tried filing her last returns last night with a different software that she used (not Turbo Tax). Federal allowed me to mark her as deceased and the date but when it went into State, it did not have that option for me to mark her deceased, so I stopped until I can find out where to mark it and if I even need to file, as with her passing in April, she falls under the "amount" listed making you file taxes.   Anyway, thank you again for trying to remember what you did a few years ago and letting me know so quickly! Much appreciated!
We have reported this experience to our team for further investigation. When a determination is made, we'll post any additional information to this thread.   @user17720731878  @user17712074123
This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/t... See more...
This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/turbotax-support/en-ca
Line 5 of 1040-X does appear to be doing the math correctly. Turbotax is not subtracting line 4b (Enhanced Deduction for Seniors) from line 3. I have the Turbotax online version so i don't think i ca... See more...
Line 5 of 1040-X does appear to be doing the math correctly. Turbotax is not subtracting line 4b (Enhanced Deduction for Seniors) from line 3. I have the Turbotax online version so i don't think i can manually enter the correct amount.  
@Moore1434 Do you mean you did not work for an employer that should have issued a W-2 to you?    Or do you mean that you should have a W-2 but cannot find it/did not receive it from the employer?   
See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/turbotax-calculate-next-year-federal-estimated/L9a7GqBR4_US_en_US
Attempt to Netfile to CRA failed and error code XML2025, any idea what that is and how to go around it?