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Very sorry for your loss.   You do not say when your spouse passed away.   Was it in 2025?    For the year that your spouse died, you can still file a joint return.  That way, you will get the ma... See more...
Very sorry for your loss.   You do not say when your spouse passed away.   Was it in 2025?    For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older) which will lower the amount of income you are taxed on.   In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed. If you have qualifying dependent children you will be able to file as a qualifying surviving spouse  (QSS) for the next two years after this tax return.  Post back if you need further help.     https://accountants.intuit.com/support/en-us/help-article/tax-filing-status/claiming-qualified-surviving-spouse-filing-status/L7al83jU1_US_en_US   LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm  
I'm trying to report sales of stocks that I acquired through my Employee Stock Purchase Plan. The UI for doing this on TurboTax appears to be so awful as to not actually support this. I have dozens o... See more...
I'm trying to report sales of stocks that I acquired through my Employee Stock Purchase Plan. The UI for doing this on TurboTax appears to be so awful as to not actually support this. I have dozens of lots sold, many of which are simply marked on my 1099-B as being acquired on date "VARIOUS". When I click into one of the stock purchase line items, it asks me question by question and then asks me to re-enter information that it had on the first page but it won't show it to me again!   Why can't TurboTax show something like a spreadsheet view to work out all of this? Isn't that what the actual tax form has? Only asking question by question makes it impossible to consult back and forth in the TurboTax UI to make sure I'm not double counting or entering the wrong row's info. It also doesn't appear to let me just override the whole thing and just enter the final result that I want. It makes me enter every box manually so it's really truly less than useful. I might have to completely ditch TurboTax this year because of this which I am very not happy about since I already completed the other sections.   Does TurboTax Desktop have any better UI for this? Can I continue a partial tax report from the web by importing into the desktop app?
Thanks for confirming this. Yes, IRA and not Roth was / is selected.  Pointing to those specific lines helps clarify this. 
Are you trying to ask about a payment plan with the IRS?   To apply for a payment plan with the IRS   Apply Online for a Payment Plan  
I have a multi-state K-1 that includes Federal, New York and New Jersey K-1.  Both the NJ and Federal modules allow for entry of the K-1 fields directly.  With NY State, there is no way to enter the ... See more...
I have a multi-state K-1 that includes Federal, New York and New Jersey K-1.  Both the NJ and Federal modules allow for entry of the K-1 fields directly.  With NY State, there is no way to enter the fields in the IT-204-IP.  (I also entered my NY state personal information at least a dozen times and it didn't save it)   What's the deal?  I also paid the extra $50 to get phone support and spent 1.5 hours on the phone with a very nice lady who had no idea how to help me.   Why doesn't the NY K-1 module work like the NJ K-1 module?   I think my 25 year run of using Turbotax ends in 2025.
Sometimes its the folder that the file was in that's password protected.  Try right-clicking on the folder where you found your 2024 tax file.  Here's how to Contact TurboTax Support.    @user177... See more...
Sometimes its the folder that the file was in that's password protected.  Try right-clicking on the folder where you found your 2024 tax file.  Here's how to Contact TurboTax Support.    @user17752491225 
I start the Amendment. I face 2 issues:   1. I rolled over my 401K account (all of the money) into a IRA.  For some reason, Turbo Tax thinks this is an inheritance from a dead me. And it keeps aski... See more...
I start the Amendment. I face 2 issues:   1. I rolled over my 401K account (all of the money) into a IRA.  For some reason, Turbo Tax thinks this is an inheritance from a dead me. And it keeps asking when did I die. It just keeps flagging error asking for the date when I passed away 2. It keeps saying I cannot leave any entry in the 1040 form empty. It behaves as if it is new filing.    Is it possible to amend a return using Turbo Tax 2025 software? 
Yes.  When you file married filing separately, you still have to enter some information about your spouse.   If I am filing a separate return why do I have to list my spouse’s information on my r... See more...
Yes.  When you file married filing separately, you still have to enter some information about your spouse.   If I am filing a separate return why do I have to list my spouse’s information on my return?   Even if you file separate returns (the worst way to file) you each have to list each other's SSN's and some other information on your own tax return.  The IRS can then cross check to make sure you are not "double dipping" for itemized deductions, dependents, etc.   If you are in a community property state, there is more information that will be needed. Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI   https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states   https://turbotax.intuit.com/tax-tips/marriage/five-tax-tips-for-community-property-states/L4jG7cq7Z      
@MarilynG1 We really need at least a rough ETA. I can't even file on paper due to the Form 3468 problem. Users are reporting that at least the Form 7220 problem is fixed on at least the desktop versi... See more...
@MarilynG1 We really need at least a rough ETA. I can't even file on paper due to the Form 3468 problem. Users are reporting that at least the Form 7220 problem is fixed on at least the desktop version, but the Section VI tax credit problem is still showing up on the online version. The tax credit on Form 3468 for installing solar panels on a rental property is separate from depreciation of it as an asset, so the link you provided doesn't help us. After adding the asset for depreciation (with the cost reduced by 50% of the tax credit), we separately need to complete Form 3468 to claim the tax credit. Currently, solar panels under <1 mW that qualify for 30% credit are being calculated incorrectly at a 6% credit.
remember to include premium and accrued interest adjustments in your calculations to match 1040 2a.  If your 1040 is coming in lower then it's probably those adjustments which reduce the muni income.... See more...
remember to include premium and accrued interest adjustments in your calculations to match 1040 2a.  If your 1040 is coming in lower then it's probably those adjustments which reduce the muni income.   1040 2a should generally be the sum of:   1099-INT Box 8 less Box 13 less accrued interest adjustments.  Note if you have accrued interest adjustments for individual munis and you have other income on the 1099 (Box 1 or 3) you need to split the 1099-INT up otherwise any accrued gets spread across all the boxes not specifically just Box 8 and you'll get the wrong outcome for Fed and State.   1099-OID Box 11 less Box 6 (also Box 10 if your broker uses this).  1099-OID doesn't have separate boxes for premium on munis so if you have different types of bond on the 1099-OID again you may have to split it up.   1099-DIV Box 12.  Should be straightforward for Fed - but State can sometimes have issues with the addition for out of state tax due to a bug in the entry screen if you switch between one or many states, so check that too.
So since Turbo Tax stopped supporting Windows 10 OS I had to get a new laptop.  :[  I have ALL my tax files on that old laptop.  I've had a camper rental business so it's got the history of that in t... See more...
So since Turbo Tax stopped supporting Windows 10 OS I had to get a new laptop.  :[  I have ALL my tax files on that old laptop.  I've had a camper rental business so it's got the history of that in those tax files from my schedule C's, depreciation info, etc.  So, this question may sound dumb, but I'm honestly not sure if this info transfers from year to year's returns or not.  If it does, then I'd think I'd only need to make sure I import at vey minimum my 2024 tax file.  If this type of info does NOT automatically transfer from year to year, then do I need to import the tax files all the way back to when I started my camper rental business so my 2025 income tax filing is done correctly since it maybe gets accumulative info from my previous year's tax files?
What happens when you click on 'Fix My Return?'   @lmstandley 
you should be able to deduct it under major purchases on Schedule A. It's not deductible for Illinois. Technically it's not deductible if the vehicle is a business asset.
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    
Hello, Taxpaper, a widow and a California resident, sold primary residence in California, a community property state. My understanding is that in a community property state, the property got a "doub... See more...
Hello, Taxpaper, a widow and a California resident, sold primary residence in California, a community property state. My understanding is that in a community property state, the property got a "double step-up" in basis to fair market value as of the date of death of her husband. That is, the cost basis is adjusted to 100% of the FMV of the house (other than only 50% step up in other states).   How do I report the sale of the house in Turbotax, recognizing this issue? Say the married couple bought the house on 1/1/2000 for $200K, one spouse dies on 12/31/2019 (when FMV of 100% of house was $300K, and house is sold last year for $700K. Assuming for simplicity no additions for improvements, no selling costs, and no home sale exclusion, I understand the gain should be $400K ($700K - $400K).   Do I report the 12/31/2019 date as the "date bought or acquired" with  $300K as the "original cost"? Or do I report the original date of purchase, and original cost, and somehow adjust the basis elsewhere in Turbotax?
How do I apply for the File Now, Pay Later loan?
The above-the-line doesn't go into effect until 2026 returns