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Yes, it sounds like you added the 1099-R, but may need to revisit the entry to answer al the interview questions that come after entering the data. ‌Here are the steps to indicate the rollover in Tur... See more...
Yes, it sounds like you added the 1099-R, but may need to revisit the entry to answer al the interview questions that come after entering the data. ‌Here are the steps to indicate the rollover in TurboTax Online:   Navigate to Federal >Income > Wages & Income Summary > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) Start/Revisit Indicate you received a 1099-R and choose to enter a different way on the import screen to manually enter Enter the information from the 1099-R, continue through the interview questions. You will come to a screen that says "Tell us if you moved the money through a rollover or conversion." Select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)" On the next screen, indicate you rolled over the entire amount to another retirement account.
Generally, clicking on Review on the left side of the TurboTax screen will allow you to see the refund amount. If the app is having issues, try clearing the browser cache or updating the application.... See more...
Generally, clicking on Review on the left side of the TurboTax screen will allow you to see the refund amount. If the app is having issues, try clearing the browser cache or updating the application. This can help restore functionality.   Some other things to try: Look at the top of your screen and try clicking  the arrow next to "Explain My Taxes" to see the total Select "Tax Tools," then "Tools," then "View Tax Summary," Check for small arrows or a carat near the top left to expand the display panel   You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support.
Yes, it is. 
Form 568 can't be submitted with your 540 via e-file in certain situations. The situations in which it must be printed and mailed are shown on the form in TurboTax. If you are using a Desktop version... See more...
Form 568 can't be submitted with your 540 via e-file in certain situations. The situations in which it must be printed and mailed are shown on the form in TurboTax. If you are using a Desktop version of TurboTax, In Forms Mode, open the form and scroll to the very bottom. Depreciation on 3885L is one of the situations listed.   TurboTax generally does not support electronic filing (e-file) for California Form 3885L (Depreciation and Amortization for LLCs) within its TurboTax Home & Business software. While it may compute the depreciation, the software frequently flags this form as unsupported for e-filing, often requiring users to paper-file the Form 568 California LLC return.   If you are unable to e-file CA Form 568, apply for the waiver and mail in a hard copy. Form 3885L does not need to be included in that filing.  See also this discussion.   @TI1973 
Yes the note on the instructions says that but the example under it which uses the 3000 federal deduction says to use the AZ capital loss and subtract the carryover from it to get your value for line... See more...
Yes the note on the instructions says that but the example under it which uses the 3000 federal deduction says to use the AZ capital loss and subtract the carryover from it to get your value for line 20.  Let’s say for example it’s a 60k capital loss in AZ. and a 25k gain from CA. Would I enter 60k on line 20 (like the note would suggest since I used the 3k deduction on federal return) or would I enter like the  35k on line 20 (like the calculation under line 20 instructions explain it: 60k - 25k =35k ) ?    
unless turbotax has fixed an earlier issue where answering yes to having HDHP coverage for every month in 2024 still generated an error if you didn't have HDHP coverage for every month in 2025 i woul... See more...
unless turbotax has fixed an earlier issue where answering yes to having HDHP coverage for every month in 2024 still generated an error if you didn't have HDHP coverage for every month in 2025 i would recommend st leaving the 2024 questions blank.  In other words, answering the 2024 questions is only needed if you used the LMR rule in 2024. 
My tax refund was deposited into a closed bank account that had a negative balance. The bank paid the negative balance and sent me a check with the remaining balance. Is this allowed? 
@Hal_Al thanks again for your advice. I finally got Turbotax to do what I wanted it to do, and the AOTC came out to be larger than expected now that $4000 from the 529 distribution was no longer bein... See more...
@Hal_Al thanks again for your advice. I finally got Turbotax to do what I wanted it to do, and the AOTC came out to be larger than expected now that $4000 from the 529 distribution was no longer being treated as taxabel income. Quick question: For line 1 of the 1098-T entry TT does say "Enter the exact amount that's in your form". I went ahead and just entered the  19466-17800 = 1666. Should I have instead checked the box, "I paid a different amount than shown in Box 1" and entered the number in the field that appears?
@NCperson  My assumption was that the student qualified on his own, for the AOTC and even if ineligible for the refundable portion, had enough tax liability to get the non refundable portion.  Good c... See more...
@NCperson  My assumption was that the student qualified on his own, for the AOTC and even if ineligible for the refundable portion, had enough tax liability to get the non refundable portion.  Good catch on the 4 times limit. The family should still come out better if he can only claim the Lifetime Learning Credit (LLC) but nowhere near as lucratively as the AOTC (I didn't do the actual math). 
If it's for the purpose of supporting a Chinese social insurance pension, then you don't need to submit form 8833.  From Form 8833 instructions, under the section "Exceptions from reporting", it s... See more...
If it's for the purpose of supporting a Chinese social insurance pension, then you don't need to submit form 8833.  From Form 8833 instructions, under the section "Exceptions from reporting", it states:  "Positions for which reporting is waived include, but are not limited to, the following... That a treaty reduces or modifies the taxation of income derived by an individual from dependent personal services, pensions, annuities, social security, and other public pensions, as well as income derived by artists, athletes, students, trainees, or teachers"
@billpurnell3 no; it can only be deducted if you itemize.   in 2026, CASH donations up to $1,000 per taxpayer (so $2,000 if filing JOINT) will be a "below the line"  deduction without itemizing.  T... See more...
@billpurnell3 no; it can only be deducted if you itemize.   in 2026, CASH donations up to $1,000 per taxpayer (so $2,000 if filing JOINT) will be a "below the line"  deduction without itemizing.  This will be similar to the $300 deduction back in 2021 or so.  
Still having the same issue (web version).  It is 3/30/2026.  I'd expect the bugs to be ironed out by now.  What's the latest update?  I can't file with this still incorrectly applying the depreciati... See more...
Still having the same issue (web version).  It is 3/30/2026.  I'd expect the bugs to be ironed out by now.  What's the latest update?  I can't file with this still incorrectly applying the depreciation values (or not at all).  Please respond!!
No. For 2025 charitable donations of any kind are only an itemized deduction, which is below the line. For 2026 you will be able to claim a  limited deduction for charitable contributions if you ... See more...
No. For 2025 charitable donations of any kind are only an itemized deduction, which is below the line. For 2026 you will be able to claim a  limited deduction for charitable contributions if you don't itemize. But that deduction will be only for cash contributions, not clothing, housewares, or other items. At this time it's not clear whether the 2026 deduction will be above-the-line or below-the-line. You can find lots of expert opinions saying that it's above-the-line or below-the-line. But the law is unclear, and the IRS has not yet issued any information about it. That's why there are expert opinions both ways.  
If you can not move forward in you TurboTax program, you can try these steps to correct this: Go out of your program, close your browser and go back in. Clear your cache and cookies. Click he... See more...
If you can not move forward in you TurboTax program, you can try these steps to correct this: Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. Make sure you have allowed local network access by clicking the lock/info icon next to the URL. If you are using a VPN, disable it. Make sure your internet connection is strong and stable Try using incognito mode  Temporarily disable antivirus or firewall software that might be blocking data transmission If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  It may be a temporary server issue. This requires you to wait and try again later.   You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support.   Please return to Community if you have any additional information or questions and we would be happy to help.
It was 100% business use the entire time?  If so, don't follow the directions in the other response - report the sale in the vehicle section.   As for your problem, go back through the questions an... See more...
It was 100% business use the entire time?  If so, don't follow the directions in the other response - report the sale in the vehicle section.   As for your problem, go back through the questions and look for the one that asks if you kept track of personal miles.  Say YES.
Just to be clear, I enter the Vanguard's 2025's 1099R into 2025's federal return just as all the boxes appear, on the statement or do I change box 1 and 2a to $46 to match the taxes in box 4.  The nu... See more...
Just to be clear, I enter the Vanguard's 2025's 1099R into 2025's federal return just as all the boxes appear, on the statement or do I change box 1 and 2a to $46 to match the taxes in box 4.  The numbers I entered on the 2024's return were box 1  $5769, box 2a $419, box 7 p,j.  Now the actual 2025 1099 from Vanguard is box 1 $5815.60,  2a $465.60,  box 4 $46.56 &  box 7 p,j. Thank you again!!
last year the physical CD was available for an extra $10 now it's no longer something Intuit offers (same with HR Block).  you can purchase a desktop license key online from Intuit or authorized reta... See more...
last year the physical CD was available for an extra $10 now it's no longer something Intuit offers (same with HR Block).  you can purchase a desktop license key online from Intuit or authorized retailers and can download the software from the site below which is the same thing as the CD version.   Note system requirements for 2025 - you need Win 11 or Mac OS 14 or above.  It will not work on Win 10 or Mac OS 13 which went out of support last year.   https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/   https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/obtain-authentic-turbotax-programs/L1yYfitCw_US_en_US?uid=mikq6w51   Note - this year TT has starting selling an "Online" version, this is a pre-paid version for the TT Online service; do not confuse this with the "Desktop" version.