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@dan_hyman what you are describing is false in some manner.  I have the exact same scenario as you describe and the software provides the correct calcuations.  I am using the Desktop version.    Ov... See more...
@dan_hyman what you are describing is false in some manner.  I have the exact same scenario as you describe and the software provides the correct calcuations.  I am using the Desktop version.    Overriding fields invalidates the Turbo Tax guarentee and may prevent efiling.  Not the recommended approach.    what is on your W-2, box 10?    On form 2441, Line 27 is the number of qualifiying children times $3,000 (maximum $6,000) Line 28 is pulled from the W-2, Line 10. Line 29 is the difference.    if you have one child ($3000) but Box 10 exceeds $3000, there is no child care credit available. 
Bonjour,   Merci pour cette réponse très pertinente. Cependant je ne parviens pas à trouver cette section ? Dans toutes les pages, il n'y a jamais de numéro de case.   Merci d'avance pour un nouv... See more...
Bonjour,   Merci pour cette réponse très pertinente. Cependant je ne parviens pas à trouver cette section ? Dans toutes les pages, il n'y a jamais de numéro de case.   Merci d'avance pour un nouveau retour.
Hello, Hoping to get some clarity on how to properly handle mortgage interest deductions in our situation.   Context My wife and I are married filing separately. I received a 1098 form; mortga... See more...
Hello, Hoping to get some clarity on how to properly handle mortgage interest deductions in our situation.   Context My wife and I are married filing separately. I received a 1098 form; mortgage interest is in my name only. My wife's name on the title for the property (she is a beneficial owner), but NOT on the 1098.  We live in a community property state My wife pays 50% of the mortgage payments (thereby paying 50% of the interest). Note, our loan originated after 2017 and exceeds $750,000. A few questions: Can my wife claim 50% of the mortgage interest for deduction, given she pays half and is on the title? Do we each apply a $375K mortgage limit (totaling $750K combined), or is the limit applied differently? How do I appropriately file this using TurboTax?  In Box 1 (Mortgage Interest), should I enter the full amount from the 1098, or do I input 50% and check the "The interest amount I entered is different than what's on my 1098" checkbox? In Box 2 (Outstanding mortgage principal), do I enter the full amount or 50%? When asked to provide the balance as of 1/1/2026, do I enter the full amount or 50%? How does my wife report this since her name is not on the 1098?  Should she manually enter a 1098 with her portion, or is there a better way to claim her share? We are using TurboTax Online version. I’ve seen references to Schedule A (Lines 8a/8b) and potential limitations in TurboTax Online (vs Desktop version), but would love some guidance/help to point me in the right direction.
  This shows the header and response for each screen in order that the 1st (COPY 1) F1116 will be “general category income” instead of the default “passive category income” which is the result of th... See more...
  This shows the header and response for each screen in order that the 1st (COPY 1) F1116 will be “general category income” instead of the default “passive category income” which is the result of the initial screens focusing on dividends. To ensure a clean start, delete any F1116’s. TT by default will want to process the DIV first, so we go thru the initial screens with minimal entries until we reach the back section to process the earned income under "general category".   1. Foreign Tax Credit.      Continue 2. Tell us about your foreign taxes.      This screen may or may not appear for various reasons.     If displayed, click on Continue. 3. Foreign Taxes       Continue 4. Do you want deduction or credit?      Credit 5. Reporting foreign taxes paid     Continue. 6. Where did you receive dividend income?     Not used at this time, so just select the first one then Continue 7. Income from foreign countries     Done 8. Need to report income     No 9. Simplified limitation election for AMT     This screen may or may not appear for various reasons.     If displayed, will assume YES is selected 10. No other income or expenses       No 11. Completing forms 1116         Continue 12. Foreign tax credit worksheet       Continue 13. Choose the income type      This screen starts the back section. Select      General category then Continue 14. Country Summary      Click on Add a Country. 15. Select Country from the list. 16. Other Gross Income-Country        Enter the description and the amount even if entered elsewhere. 17. Definitely related expenses     Enter any applicable amount. 18. Foreign Losses.      Enter any applicable amount. 19 Foreign taxes paid.       Enter the amount in box for other income. 20. Country Summary         Done 21. Continue thru the next several screens until you reach: 22. Foreign Tax Credit Summary.       You should see displayed Copy 1 General Category Income.      Click Done. 23. Go thru a few more screens and complete the interview.   Now re-enter the interview and work through the screens for the dividends to generate COPY 2, passive category F1116. TT may ask for paid or accrued and the date paid. The default is “Paid” and the date 12/31/2025  
I take retirement distributions twice a year in June and December at which time I withhold Federal and State taxes from the distributions.  The withholdings are large enough to cover my tax liabiliti... See more...
I take retirement distributions twice a year in June and December at which time I withhold Federal and State taxes from the distributions.  The withholdings are large enough to cover my tax liabilities.  I have no other income.  Do I need to pay quarterly estimated taxes, or do the tax withholdings suffice, which one?  Please advise.  Many thanks!
@robertrose25  asked:  "Why have I been unable to print my state return which I have completed?"   You haven't described the roadblock, and we don't know where and how you are trying to print or wh... See more...
@robertrose25  asked:  "Why have I been unable to print my state return which I have completed?"   You haven't described the roadblock, and we don't know where and how you are trying to print or whether it's before or after filing.   If you've already filed, you might be able to get the state return in a PDF at the Tax Home.   It would be in the same PDF after the Federal return pages.  If it's not there, I've outlined below how you should be able to get it, including additional summary pages and worksheets.   You said "completed", but I don't know if that means you've also paid for and already filed the state return.   In any case, hopefully the following will work for you.   If you haven't yet paid for your product, it will ask you to do so during the process.   When you follow my steps below, you should be able to get a choice of PDFs, including Federal, State, and even the worksheets.   If your return interview is closed at the Tax Home, then you have to open your return interview back up and go to the Print Center as I'll explain in detail below.   NOTE:  When you open your return interview back up, do not make any changes in it if it's already been filed.  If it has already been filed, and if you later have to amend the return, it has to start off exactly as it was when it was originally filed.  If the returns have not been filed, you can make whatever changes you need to before filing.   The following steps assume your return interview is closed at the Tax Home.   Log in, and at the Tax Home if your return has been closed, scroll down near "Your Tax Returns & Documents" for 2025, look for a link/button "Add a State." Click on "Add a State."  (You don't really add one; that's just to open your return back up.) After the return interview is open, then you should have a full left-column menu.  Click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." If you haven't yet paid for your product, it will ask you to do so.  You will need to pay by credit/debit card.  You cannot use the "pay out of refund" method. Ifyou have already paid for your product previously,  you won't be asked the payment question. The next screen should ask what you want in your PDF:  Federal. state, or both (I always save both) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.
I need to speak with a human my taxes have become very complicated this year. I had to turn them over to a tax expert. How do I get the money I paid to be included in my filing with that firm?... See more...
I need to speak with a human my taxes have become very complicated this year. I had to turn them over to a tax expert. How do I get the money I paid to be included in my filing with that firm? I need to speak with a human Really. A human please.
OP has a point here.  As recently as last year, when entering a 1099-Q, TurboTax would ask if all of the distribution was spent on qualified educational expenses.  If the answer was Yes then none of ... See more...
OP has a point here.  As recently as last year, when entering a 1099-Q, TurboTax would ask if all of the distribution was spent on qualified educational expenses.  If the answer was Yes then none of the amount was added to taxable income.  That doesn't happen in 2025, and I just spent an hour trying to debug what was happening before finding this thread and deleting the 1099-Q's from my return to fix it. I'd recommend updating the process to again ask the user if the distribution was used for qualified educational expenses.  If so, then either tell the user to delete the 1099-Q, or properly record the distribution as fully qualified so it doesn't increase taxable income.  It's a terrible user experience right now.
So, having $94 on Line 2 won't look like a new 2025 excess contribution? I'm already at my limit for 2025.
In fact TurboTax version of California form 3840 side 2 has many errors: 1) For part 1 it places the 'OR' between the property description and address instead of between the address and parcel numbe... See more...
In fact TurboTax version of California form 3840 side 2 has many errors: 1) For part 1 it places the 'OR' between the property description and address instead of between the address and parcel number 2) For part 1 it requires check boxes for all A/B/C even though there may be less than 3 properties 3) For part 2 all the properties are labelled as 'B' 4) For part 2 it again requires checkboxes for all three properties even though there could be less than 3 5) And as mentioned before, there is error checking enforcing Part III line 10 matches Part II line 8 which isn't necessarily the case if there are multiple copies of the form.
Line 29 of Part III of Form 2441 is specifically the one calculation and statement that is, quite simply, incorrect.  Please re-read the tax code on this item to convince yourselves beyond a shadow ... See more...
Line 29 of Part III of Form 2441 is specifically the one calculation and statement that is, quite simply, incorrect.  Please re-read the tax code on this item to convince yourselves beyond a shadow of doubt.  I am not a programmer with access to source code, so I can't fix it for you, but I can personally override the end result of the worksheet and file my taxes correctly.    I recommend everyone review this carefully and ensure you qualify for the same.  Just go into View: Forms, go to Form 2441, and hand edit Line 29 (right click, Override) to the correct positive value of "your qualified expenses minus your FSA" (i.e., likely $3,000 or more for a single qualifying child) and everything appears to flow out fine.  I bopped back to View Step-by-Step and got the happy green +$600 animation like I expected.  Good luck out there, and don't be afraid to go to irs.gov and read things for yourselves!    Dr. Dan.
I am in a situation similar to the one described in this post from 7 years ago: I created substitute 1099-R for a pension I received from a foreign payer that doesn't have a payer's TIN.  TurboTax... See more...
I am in a situation similar to the one described in this post from 7 years ago: I created substitute 1099-R for a pension I received from a foreign payer that doesn't have a payer's TIN.  TurboTax Deluxe 2025 SmartCheck passes if I put in the payer's TIN 99-9999999 or leave it blank.   However, I am afraid that upon transmission, the IRS itself will reject my filing due to this field only.   I am aware of the suggested workaround to report the foreign pension income as "Miscellaneous Income" but I prefer retaining its correct characterization/classification. Since 7 years went by since this was an issue, has this issue been rectified? Can I now safely e-file with my substitute 1099-R having the payer's TIN field blank or 99-9999999? Note that as far as form 4852 is concerned, the IRS allows leaving this field blank ("if known"):     
this is my first year filing so there is no previous year
I need to add a W2, and I need to change my account and routing number. And I need to add my 1095 form