All Posts

For the 2024 Form 1040-SR, Line 11 represents your Adjusted Gross Income (AGI). A discrepancy between your filed form and the IRS transcript usually occurs because the IRS made a manual correction or used an "as computed" figure that differs from what you originally reported. 

If your TurboTax download is stuck in a state return loop, the software may not have properly registered the state module installation. To fix this, either:   Manually update your TurboTax software, or   Run the TTStateCleanup.exe tool as an administrator to remove and re-download the state   With a PC:  Go to the control panel in the start menu and click on it Scroll down to user accounts and select In the new window, you'll see a link to change your account type; select that link. In the next window, change to administrator and then click on the link to change account type.   Reboot. The ability to do this may be limited because of other settings on your PC @Daveing 

This worked!!! Thank you for explaining that I needed to up the info under the person's name who came up in the "error" and then delete...it worked!!! I have spent over an hour going in circles. THANK YOU!!!!

I want to amend my 2024 tax return as well. Turbotax online solution keeps logging me out at the very last step, so basically Not allowing me to file the amended return Turbotax team has asked me to print the documents and mail them to IRS which is highly inconvenient and time taking.

If you transferred your parents joint return for 2024 into the 2025 program and reported them both as deceased in 2025, then it should be you (as personal representative) who would sign the 2025 return.     If this applies, step through the Personal Info section again; there is a place to indicate that you are preparing the return for a deceased person, giving your contact info. Since your dad was alive as of 12/31/2024, they would have both 'signed' the 2024 return.    Sometimes the IRS flags the SSN of deceased persons, so this may be affecting you.  You may need to mail their 2025 return.   So sorry for your loss.    @Kracks     

A Roth conversion doesn’t affect your ability to contribute the maximum allowable amount to your other Roth IRA. While the conversions can be combined with your original Roth account, each conversion has its separate 5 year rule so you might want separate accounts to track that. 

HSA distributions (i.e., when money from your HSA is spent on medical expenses) are not directly reported on your return. Instead they appear (if you receive a 1099-SA and entered it as for medical expenses) on line 15 on form 8889.   The tax benefit for HSAs is when you contribute to an HSA - the contribution is either excluded from income or deducted (depending on how the contribution was made). The trick is that when you spend this tax-free money on medical expenses, it's still tax-free.   HSA expenses will not appear on Schedule A.

Based on similar reports for the 2025 tax year (filing in 2026), you are likely experiencing a known software bug in the Desktop version where Form 8283 is not properly generating for "item" donations.In past years, ItsDeductible grouped non-cash donations like clothing and household items together and left fields such as Date Acquired and Cost-Adjusted Basis empty. This year, the software is incorrectly requiring those fields to be filled in.   Immediate Solutions & Workarounds   Wait for/Apply Updates: This issue was targeted for a fix in weekly software updates. Ensure your TurboTax desktop software is fully updated to the latest version before filing (go to Online -> Check for Updates). Delete and Re-enter: Delete the charitable donation worksheets and Form 8283, then re-enter the data. Reduce Value: Some users found that reducing the total item donation value to under $500 allows it to process without the mandatory date/basis questions, even if the actual donation was more. Unused Charity Bug: If you enter items for one charity and then delete a different, unused charity, all "item" donations may disappear. The current suggested workflow is: delete all charities you did not use, then enter items for the charities you did use. Enter "Various": For the "Date Acquired" field, try entering "Various" (if allowed) or a general date like 01/01/2025 if the clothing was owned for more than a year.       

No, you would not owe Pennsylvania tax on the retirement income since you met the plan's retirement age requirements.  In TurboTax, follow these steps to apply the exclusion:   In the Pennsylvania state section, go through the PA interview until you reach a screen titled "What kind of retirement income do you have from Pennsylvania?". TurboTax will display the name of the payer from your 1099-R. Use the dropdown menu to select "I'm eligible; plan's eligible (no PA tax)"

I am going to assume your spouse was a full year OH resident. Your problem is in the OH state entry. Follow these steps: When you go into the OH return, it asks for residency information for each of you.  Your spouse is resident and you are part-year resident.  Enter MI as your other state.  Enter the county for residency.  Indicate dates of residency.   In the school district section: It should show two lines - one for residency with that school district code and one 9999 for your out of state time. When you edit the 9999, it should show zero Ohio income.  You should not be having to enter anything.

It would be helpful to have a TurboTax ".tax2025" file to test this further. If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    In TurboTax Online, open your return, go to the black panel on the left side of your program and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center. On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. You may wish to snap a screenshot to post instead of the actual number. Reply to this thread with your Token number (including the dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent."   We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.    @Ptmmryan  @SamV1234  @napte 

Regardless of the security, in tax law, which has not changed in this regard for more years than I can count, the transaction/sales/redemption date must be in the current tax year (January-December, 2025 currently) is not reported if it settles in the future tax year (2026).   Redemption transactions with a 2026 date are not reported on your 2025 tax return (due April 2026). The IRS operates on a strict calendar-year basis; transactions occurring between January 1, 2026, and December 31, 2026, must be reported on your 2026 tax return filed in 2027. The information provided by our tax expert @Monika1 is accurate.   @jveino 

In general, California R&TC does not conform to all of the changes under the TCJA. California does not follow the limitation on the deduction (although it also won't include California income taxes paid in the calculation).   The federal deduction for state and local tax is limited to $40,000 ($20,000 for married filing separately) for the aggregate of state and local income taxes and property taxes. It also further limits the deduction for taxpayers with higher incomes. California does not conform (to the Federal limitation on the deduction).    If your deduction was limited under federal law, enter an adjustment in the California interview for the amount over the federal limit if the program did not already make the adjustment. California will also subtract the California income tax paid from the Federal deduction for taxes. This item appears on Part II of Schedule CA, Adjustments to Federal Itemized Deductions.   I suggest reviewing Schedule CA before filing to ensure that the correct adjustments were made.   See the instructions for California Schedule CA for more information.   @hpnhxxwn 

Please clarify if your rental properties have been entered on your federal return, including income, expenses, and assets for depreciation. Have you tried deleting or clearing your state return to reset the transfer of information?   @jilid