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Here are the rules for filing status in New Jersey (NJ) which may be helpful. NJ Filing Status: If you are married on the last day of the tax year, you and your spouse can choose to file as married, filing a joint return, or married, filing a separate return.  Joint Filing Option: If you file a joint return, both spouses are treated as residents for the entire year, which may increase the total tax liability. If your wife has little to no income from NJ you may want to consider filing separately, i.e., married but filing separately. You can check it both ways.   California (CA): The software is stating the correct information, which means you must mark your wife as a part time resident of CA. This will allow the credit for taxes paid to another state on the same income during her residency period (tax paid to New York (NY) on the same income in CA).   Your returns will take some testing to see the best way to file your state returns. New York (NY) should be a nonresident tax return for your wife.

There is no place to specify who's getting the CCB, because it's not part of your tax return. What's shown in TurboTax is only an estimate. You need to submit a return in order to get the CCB, but the CRA determines who gets the benefit based on what they have on file.      

  There seems to be the same issue in Turbo Tax for 2024. Unless I am making a mistake by not marking some option somewhere in the program (not sure what else can be changed if the % of ownership is already specified), then it means I could have overpaid my taxes for 2024?

If TurboTax is going in circles and it is not taking you to the items you need to review, you can try the steps below to correct this issue. This is can be caused by a browser cache issue. 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. Please return to Community if you have any additional information or questions and we would be happy to help.

I would encourage you to read "Income Tax Topics: Social Security, Pensions and Annuities" on the state's website.   This reveals a complicated state of affairs: you have various limits for various ages and interaction of limits for the two spouses, and the effect of premature income, and so on. That's why it would be helpful for you to read the state's article in case anything jumps out at you.   That is, this article may help explain why you are showing $0 for your pension exclusion. Suppose, for example, you have a 1099-R with an amount that shows up on line 5a on your 1040 but no amount on line 5b (i.e., not taxable). As the state's article states, only taxable pensions can be excluded in Colorado.   Conversely, if the taxpayer is under 55, no exclusion is allowed, except as a death benefit.   I think you will find that TurboTax has correctly handled the situation, but I will need to know the details about a specific circumstance in order to discuss it in more detail.   And, no, they don't let us employees in the Community play with telephones.

It depends. The IRS allows you to calculate your RMD for each of your Traditional IRAs separately, but withdraw the total from just one of them. Therefore, if the first account already satisfied your total RMD, you can enter zero for the second account's RMD, even if that 1099-R's distribution was specifically your RMD.   If the first of your 1099-Rs covers your total RMD, you can use it to satisfy reporting your full RMD as follows:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil) Then skip the second Form 1099-R questions about RMD by entering zero at step 4 above and just Continue through the remaining questions   Note: If you see a penalty (Form 5329 was generated) for not having taken your RMD, it is best to delete your original entries and start over to clear the penalty.   To delete your original 1099-R entries and the erroneous Form 5329 that was generated:   Go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 1099-R and then Form 5329

If you want to amend your original return using TurboTax and you did not use TurboTax to create your original return, you would have to recreate the original return exactly as it was filed. As VolvoGirl mentions above, you would have to pay the TurboTax fees and select that you were filing by mail in order for TurboTax to generate the amended return for you.   The IRS does allow the electronic filing of a Form 1040-X using different tax software, but you must manually recreate the original return exactly how your original return was so the columns on the Form 1040-X are correct.   Once your original tax return is fully processed and you have received your refund, you can amend your return using TurboTax Online you will: Set up your TurboTax account. Prepare your original return as described above. Then at your homepage, look for "Your tax returns & documents" and select 2025. The you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections. Make sure to review your return before filing and then  follow the prompts to e-file or print and mail Form 1040-X to the IRS.    The IRS has a tool to determine if you should amend your tax return that provides some valuable information  Should I file an amended return?   You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov. Click here for additional information regarding filing an amended return.   Click here for additional information about e-filing your Form 1040-X.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

When you enter the 1099-R into the program and answered questions, a few things could happen: Perhaps you entered that you had excess contributions in prior years and this was a return. If you have $6650 in excess contributions in your account, that would trigger a $399 additional tax. You must mark this was an RMD and the total RMD was met. You can use the amount on the form for your RMD. Check your 1099-R box 7 code. It should be 7 for normal retirement. Code J would be early distribution. Code 1 early with penalty. Go back through the 1099-R screens and verify you took the money, all RMD, etc. Check the code. Go through each screen carefully.

I have a client who the IRS is denying the deduction, entered on 'other income' line for the SDI taxes paid in prior years where no itemized deduction was taken. What IRS code or ruling do you reference for this? Thank you.

I have the same question as the original post. The article you linked gives no actual instructions. When I open my tax return to amend the return, I cannot find any topic heading to make a change. Other posts have mentioned Line 12 subsections but how can those be amended? And what should the correct information be?    This was a mistake by TurboTax and we're not being given enough information to make the necessary change. The program itself also doesn't appear to have been updated to allow us to make this change directly. Since this amendment needs to be filed in two weeks (by April 15th), a prompt resolution and more information needs to be sent out ASAP.