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Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns... See more...
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 ... See more...
To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 To Downgrade to Free If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 Or try the IRS Free File program https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free 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.
You would enter your instalment payments for the full year.    Yes, you do need to enter the RC210, but if you feel that you received it by mistake, you can contact the Canada Revenue Agency (CRA... See more...
You would enter your instalment payments for the full year.    Yes, you do need to enter the RC210, but if you feel that you received it by mistake, you can contact the Canada Revenue Agency (CRA) and confirm it with them.    If you are in Canada or the United States, you can call the CRA at 1-800-959-8281. If you are elsewhere, you can call 613-940-8495. This page has more ways to contact the CRA: Contact the Canada Revenue Agency    
There doesn't seem to be a place to enter Missouri charitable contribution tax credit carryovers from previous years.   I don't mean charitable contributions.  I mean specialty credits applied to ... See more...
There doesn't seem to be a place to enter Missouri charitable contribution tax credit carryovers from previous years.   I don't mean charitable contributions.  I mean specialty credits applied to some % of the total contribution to a qualified charity, such as Food Pantries or Children's homes.   New credits go on MO-TC.   But where do carryover credits go?  Thanks for your help!
If you are using TurboTax Online, you cannot override entries on Forms and Schedules.  If you are using TurboTax Desktop, you may be able to change the fields you want in the underlying worksheets to... See more...
If you are using TurboTax Online, you cannot override entries on Forms and Schedules.  If you are using TurboTax Desktop, you may be able to change the fields you want in the underlying worksheets to get your desired result without causing any problems.  It just depends on what you are wanting to change. You can also override certain fields in Forms mode: however, overriding a field will prevent you from e-filing the return and will void the TurboTax accuracy guarantee.  
I imported from my brokerage (Merrill) into Desktop Turbotax Deluxe and discovered that the sale of a property with the name "SPDR S&P AEROSPACE & DR S&P AEROSPACE & DEFEN" came out as just "&" in ... See more...
I imported from my brokerage (Merrill) into Desktop Turbotax Deluxe and discovered that the sale of a property with the name "SPDR S&P AEROSPACE & DR S&P AEROSPACE & DEFEN" came out as just "&" in the Property Description field of its entry in the Capital Asset Sales Entry Worksheet. Fortunately, it was flagged as an error in the worksheet, which I was able to correct by entering the proper description. I don't need any help with the problem. I just want to report it.
Lorsque l'un des deux à une assurance collective via son employeur, et que l'autre conjoint est couvert également dans ce plan d'assurance, la personne qui paie l'assurance par le biais de son employ... See more...
Lorsque l'un des deux à une assurance collective via son employeur, et que l'autre conjoint est couvert également dans ce plan d'assurance, la personne qui paie l'assurance par le biais de son employeur doit choisir l'option 14 et l'autre sera sous l'option 16.   Merci de choisir TurboImpôt.
Are you using the Online version?    You can enter 1099NEC or cash Self Employment Income into Online Deluxe  but if you have any expenses you will have to upgrade to the Premium version.   Where ... See more...
Are you using the Online version?    You can enter 1099NEC or cash Self Employment Income into Online Deluxe  but if you have any expenses you will have to upgrade to the Premium version.   Where to enter self employment  expenses https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US
If I work 50 hours, I get 50 hours of straight pay, and 10 hours of overtime pay, so the OT pay is strictly OT pay, not a percentage or total with some pieces counting, how do i fix this on the calcul... See more...
If I work 50 hours, I get 50 hours of straight pay, and 10 hours of overtime pay, so the OT pay is strictly OT pay, not a percentage or total with some pieces counting, how do i fix this on the calculations please ?
Si vous avez acheté un code prépayé 8 déclaration Enligne et que vous avez activé votre code à votre compte, vous n'aurez pas à payé, tant que vous êtes dans la version Deluxe.    Lorsque vous au... See more...
Si vous avez acheté un code prépayé 8 déclaration Enligne et que vous avez activé votre code à votre compte, vous n'aurez pas à payé, tant que vous êtes dans la version Deluxe.    Lorsque vous aurez terminé votre déclaration, à la page de paiement, le système vous demandera si vous voulez appliquer la déclaration à votre code et, si vous êtes toujours dans la version Deluxe, la facture passera à zéro $, et la déclaration sera appliquée à votre code.   Merci de choisir TurboImpôt.
If you want to edit your withholding on the forms that you entered in your return, like your W2 or any 1099 forms: Navigate to Wages & Income Locate your W-2 pr the 1099 that you want to update C... See more...
If you want to edit your withholding on the forms that you entered in your return, like your W2 or any 1099 forms: Navigate to Wages & Income Locate your W-2 pr the 1099 that you want to update Change the withholding amounts If you want to change the withholding on your future paychecks, you will need to update your Form W4 to take to your employer.   Go to the Other Tax Situations section Update your W-4 form Print it and submit it to your employer
Thanks for insight. Box 14 items like IRC 414H, IRC 125, IRC 132, FRINGE are add back to NJ wages, where as for SDI item in box 14 not sure. Turbotax (dropdown menu)  not even recognizing IRC 132, ... See more...
Thanks for insight. Box 14 items like IRC 414H, IRC 125, IRC 132, FRINGE are add back to NJ wages, where as for SDI item in box 14 not sure. Turbotax (dropdown menu)  not even recognizing IRC 132, FRINGE however we know that these two items in box 14 are add back to NJ wages despite the fact that NJ state taxation instructing to add back and NJ state doesn't exempt unlike Federal, NY state.   -is there any NJ state reference that provides list of all exempted box 14 entries/items? reason why again requesting: SDI amount withheld, paid for NY state, W2 shows NY state in its boxes (Box 15 = NY, Box 16 = NY-wages, Box-17 = NY-taxes) not New Jersey state    following point is not clear a bit: "The SDI amount represents a mandatory contribution (tax) withheld from your wages, not income."  - indeed it is income withheld from wages, income (wages) for employee from employer thru W2. Thank you for earlier clarification.    
Life insurance dividends are generally non-taxable as they are considered a return of your premiums. Dividends are generally taxable only if they exceed the total premiums paid into your policy. I... See more...
Life insurance dividends are generally non-taxable as they are considered a return of your premiums. Dividends are generally taxable only if they exceed the total premiums paid into your policy. Interest income earned on those dividends, or on life insurance proceeds paid in installments, is taxable, and is usually reported to you on Form 1099-INT and entered on your federal tax return under interest income.   You can enter your Form 1099-INT manually using the instructions below, even if you didn't receive a Form 1099-INT: Click on Search at the top right of your TurboTax screen. Type 1099-INT in the search box Click on the link "Jump to 1099-INT" It will ask, "Did you have investment income in 2025?" Select "Yes" Select "Continue" Select "Skip Import" You will Select your investment type which is "Interest" (the box will turn green) You will "Continue" Then you will see the screen "Let's get the info from your 1099-INT" You will type in the information on that page. Answer the follow-up questions. You will be able to select "Add Investments" to add any additional Form(s) 1099-INT. For dividends, if you have any that are taxable, you would enter them the same way as described above, except you will substitute DIV where it says INT.   Where do I enter Form 1099-INT? Where do I enter my 1099-DIV in TurboTax? Is Your Life Insurance Taxable? Publication 525 (2025), Taxable and Nontaxable Income Please return to Community if you have any additional information or questions and we would be happy to help.
If you are using TurboTax Do It Yourself (Online), the fee is based on what you enter on your return. So if you have self-employment or rental income, then you need to use Do It Yourself Self-Employe... See more...
If you are using TurboTax Do It Yourself (Online), the fee is based on what you enter on your return. So if you have self-employment or rental income, then you need to use Do It Yourself Self-Employed ($60 + tax). Adding extras such as Expert Assist will also change the price.   If you bought a multi-return licence, such as TurboTax Deluxe, you should go to turbotax.ca/activate to use your code before you start your returns. However, if you didn't activate the product beforehand, you can enter your code in the Coupon Code box on the payment page. Then your fee will be reduced by the cost of one Deluxe return, and you will only have to pay the difference between Deluxe & whatever your return costs.  
I have one  form 1099-NEC to enter. The data entry form asks for the State (Box 6) for State Tax withheld (Box 7) and also for State income (Box 7).  In other words, it asks for the state twice. When... See more...
I have one  form 1099-NEC to enter. The data entry form asks for the State (Box 6) for State Tax withheld (Box 7) and also for State income (Box 7).  In other words, it asks for the state twice. When I entered my state (WI) in the State tax withheld line, an error message comes up, saying "The same state cannot be listed twice, please verify your form and merge the rows if needed."    Another potential issue is that under the column for Box 7, there are three boxes to enter state income. That does not make sense, as the Box 7 amount stated on my form 1099-NEC only has one box.   The program then does not allow me to proceed to the next step, due to the apparent "error" in my stating my state in both boxes.   Please confirm what the issue is and what the solution is.
If you have gone back through your 1099-R entries and have confirmed that there is nothing left to resolve in that section, you have checked your Internet connection, and the program is not progressi... See more...
If you have gone back through your 1099-R entries and have confirmed that there is nothing left to resolve in that section, you have checked your Internet connection, and the program is not progressing to the next step, try the following steps:    Try exiting TurboTax, restarting your device and starting TurboTax again. Try using a different browser. Chrome usually works well; some users have success with Edge. Try clearing your cache and cookies.   If you are using a VPN, try turning it off and accessing the internet directly through your provider If after trying all of the options mentioned you still have the same problem:   See this help article and this one for instructions on how to contact TurboTax customer support depending on which product you are using.  
For anyone following along I contacted the HSA custodian and informed them that the distribution I took did not qualify as an excess-contribution distribution.   They essentially said, “Bummer, man... See more...
For anyone following along I contacted the HSA custodian and informed them that the distribution I took did not qualify as an excess-contribution distribution.   They essentially said, “Bummer, man. Better luck next time.”   They say they cannot reclassify the distribution or otherwise produce a new 1099-SA with the amount coded as a normal distribution.   They do have a distribution reversal process, but said that reversal would appear on tax year 2026 instead of tax year 2025. So essentially I can’t “undo” the excess-contribution distribution I made in error.   All the HSA custodian had for me was to “have my tax advisor fix it”. I‘ve talked to two talk preparers now. The last one advised me to have the custodian fix the distribution and produce a new 1099-SA.   No idea how I’m going to fix the distribution made in error.