All Posts

 Since you are using the online version, your answers must be corrected going through the screens again. You need to go back through your education summary. Edit the student and go through. Edit school information and go through. You may need to change an answer in your personal info section as well, depending on what needs to be changed.

Are the OPRL box 14 amount the withholdings and/or contributions to the Oregon Paid Leave fund?  I made up a mock return using the box 14 amount of $1055 and category name of Oregon Paid Leave Withholding/Contributions and it had no effect on the Federal or Oregon refund/balance due amount.  Is the $300 more that you owe to Federal or Oregon?  And do you see that $300 increase after you enter the Box 14 amount?   If you'd like, I could take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

You are correct that the annual reporting requirement for a Qualified Opportunity Fund (QOF) investment—Form 8997 (Initial and Annual Statement of Qualified Opportunity Fund Investments) is not fully supported by TurboTax, and you generally cannot e-file a return that includes it.    Even if you had no  taxable events, you must file Form 8997 annually to report the continued holding of your QOF investment.   You can:   Prepare your Federal Tax Return in TurboTax as usual, entering all of your other income and deductions. Then download and print your Form 8997 from IRS.gov. Fill out your Form 8997 Print and mail your entire return, attach your completed Form 8997, and mail it to the IRS.  See: How do I file my return by mail? Please return to Community if you have any additional information or questions and we would be happy to help.

the program is applying the 85%  limit to the taxable amount in 2024.  it should be applying it to the total amount.  the program is applying the limit incorrectly and applying it to the 6b amount which allready has the 85%  applied  

I have tried all of this. I have also deleted both 1099-Rs and re-entered them (one is a teacher retirement, the other is income from a financial institution that is a charitable donation). The Retirement Income exclusion does apply and is on the GA Schedule 1, but below that on Schedule 1, the Military Retirement Income Exclusion populates lines 2 and 7. Any other advice?

Thanks for your reply. In this case, the home I'm renting is my primary residence so I have added the mortgage interest in the official category so that it carries over the correct % to the deductions section. I will try using the "Other or Miscellaneous" expense category for the other expenses that were getting ignored by the summary page. I still believe this is a bug that should be escalated to your product team.

It depends on what you are trying to edit and why.    But, yes, in the forms mode, you are allowed to edit/change/add numbers the entries, in the download/desktop versions of TurboTax. I don't know about the online versions.   One frequent problem, I've seen in this forum, and it carries over from last year, is that TT has allocated $10,0000 of expenses to the tuition credit, instead of the more appropriate $4000 (or $0 if you  are not claiming the credit).  In the past, TT provided a screen  titled  “education expenses used for a tax credit”. It was usually prepopulated (often with $10K). You could change it for the amount you want to allocate to the ed credit. So far, this year, I haven't found that screen, even after recent updates. If you don't get that screen, you can check the student information worksheet. You can manually change it there (line 18). Make the change in the first column, on the left. It was line 17 prior to 2025.

If TurboTax is not letting you continue, in  TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".  

See this for the license code when installing the TurboTax desktop software - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/find-license-code/L4GHDgGpr_US_en_US   See this for the activation code when TurboTax online was purchased from a retailor - https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-or-activate-services/started-turbotax-online-purchased-retailer

Yes, in the case that you had excess HSA contributions contributed through your employer, which were not withdrawn in a timely manner, then you would end up paying tax on the excess twice.   But, really, only one extra time. If you think about it, the excess should have been taxed the first time anyway, so you are paying tax only one extra time. So there is a real penalty for not withdrawing your excess contribution by the due date of your original return (as extended).