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DLK59

Yes - the will states all of his remaining assets were to be held in trust for the support of our mother.

chris

goldeninla

OOOH - I was on the phone with Intuit for over an hour and Turbo Tax definitely has a glitch. If you find your Form 8889-T and scroll all the way to the bottom, it appears that, in Part III, Line 18 ...

OOOH - I was on the phone with Intuit for over an hour and Turbo Tax definitely has a glitch. If you find your Form 8889-T and scroll all the way to the bottom, it appears that, in Part III, Line 18 Smart Worksheet, the "None" box for December is checked off, indicating Medicare was received. This happened on two different tax returns that I did! That box should not be auto-checked. Also, be sure that, if you don't have a spouse, form 8889-S is not in your form list. I needed to delete that for one of the returns. Hope this helps someone.

mpalTAX

Thanks for the swift reply @MaryK4 ! Since I am an "employer" due to my freelance business, does this mean the IRS consider me "covered by a retirement plan at work"? (note that my W-2 Employer doe...

Thanks for the swift reply @MaryK4 ! Since I am an "employer" due to my freelance business, does this mean the IRS consider me "covered by a retirement plan at work"? (note that my W-2 Employer does not offer a retirement plan)

user17754100458

yeah turbotax is **bleep**ing pathetic, literally highway robbery and are getting away with it, I already contacted my lawyers...

dart-sageser

If TT states "don't qualify" why can't I get an explanation.

krisstewart289

The IRS don't give me a id pin for my taxes

daneverett8

xmasbaby0

You can tell the software that you do not have a W-2. If an "old" employer transferred over from 2024, you can delete the employer. Enter your retirement income: Go to Federal> Wages...

You can tell the software that you do not have a W-2. If an "old" employer transferred over from 2024, you can delete the employer. Enter your retirement income: Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099. To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Mike9241

our crystal ball is permanently broken so if you would provide the description. amount not needed.

rogeratk

I copied this from a another thread where I asked a similar but totally related questions and got my Fed. accepted today in just a few minutes. Still waiting for the State but i am sure I am in the r...

I copied this from a another thread where I asked a similar but totally related questions and got my Fed. accepted today in just a few minutes. Still waiting for the State but i am sure I am in the right process now: (Again, the following worked perfectly for me) Here is what I did (which is what you suggested): 1. Went to TT and in the upper right selected "Forms" 2. Found form 8889-T in the list and deleted it (it now has a red ! point next to it) 3. In the upper right selected "Step by Step" 4. Selected "PERSONAL" 5. Selected "Deductions & Credits" 6. Scrolled down and selected "Medical" 7. To the right selected "Visit All" 8. Select YES for Did you have any medical expenses in 2025 9. Check Box Health Savings Account (HSA) - then at the bottom "Continue" 10. The next few questions you have to navigate yourself with your situation 11. When you get to "What type of HDHP coverage did you have during 2025? - select "had different plan types at different times of the year (MY OPINION IS THIS IS WHERE THE TT BUG IS - I had been selecting the first option covered by family plan every month) 12. Select continue and the next page in a list of months 13. From the Health plans drop down select your plan for each (all 12 months) month 14. Select continue and get through the next few questions specific to your situation until your get back to the category header "Your 2025 Deductions & Credits" 15. Once you are there go directly to "FILE" and finish filing Again, thank you to the TT Community!

jim-jazzman-cook010

1. When I open TurboTax for 2025 I was informed there was no record of a TurboTax return for 2024. Actually, I did file a TurboTax return for 2024, but evidently under a different ID. Is it desirable...

1. When I open TurboTax for 2025 I was informed there was no record of a TurboTax return for 2024. Actually, I did file a TurboTax return for 2024, but evidently under a different ID. Is it desirable to upload my TurboTax return from 2024 and if so, how and where do I do it?

im2bike4ever

I am retired, unemployed.

xmasbaby0

MY SPOUSE LIVES ABROAD AND/OR DOES NOT HAVE A SSN https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=lmtc1...

MY SPOUSE LIVES ABROAD AND/OR DOES NOT HAVE A SSN https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=lmtc1ov4 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US?uid=m5r1a77j https://www.irs.gov/individuals/international-taxpayers/nonresident-spouse https://turbotax.intuit.com/tax-tips/family/claiming-a-non-citizen-spouse-and-children-on-your-taxes-/L6VM4IzTQ How to obtain an ITIN

rogeratk

Thank you very much for that. I followed these exact steps and hallelujah: "Your federal tax return was accepted by the IRS." Your a genius!! Unbelievable that such a simple logic can't be program...

Thank you very much for that. I followed these exact steps and hallelujah: "Your federal tax return was accepted by the IRS." Your a genius!! Unbelievable that such a simple logic can't be programmed into the app!! Sigh!!

kevmue

I already submitted my tax return. The steps above are not available when I log into turbo tax online. Below is a snippet from my Schedule H that was generated through turbo tax online. You can ...

I already submitted my tax return. The steps above are not available when I log into turbo tax online. Below is a snippet from my Schedule H that was generated through turbo tax online. You can see the amount 1,698 in field 8 was misprinted outside of the form resulting in field 8 picking up zero amount and wrong subsequent calculations on form 1040.

ReneV4

Here is how to report your Qualified Charitable Contribution QCD within TurboTax using your Form 1099-R: Go to Wages & Income on the left panel within your TurboTax account Click on the +...

Here is how to report your Qualified Charitable Contribution QCD within TurboTax using your Form 1099-R: Go to Wages & Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R (Here, you may import or type in by selecting the Change how I enter my form box On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported) Next, check the, I have more than one value in Box 7 box and select Y from the drop down menu (to trigger the QCD questions) Ensure the IRA/SIMPLE/SEP box is checked, then Continue Continue answering the questions, pressing Continue to advance When you reach, Do any of these situations apply to you?, check the box that reads, I transferred all or part of this money directly to charity, Continue

m-griffin-7716

We are filing seperatly

ramezguindi

I spent more than 6000$ on childcare with FSA contribution 600$ (W2 box 10). TurboTax calculated childcare tax credit as (6000-600)*.2= 1080 $. If I put my FSA contribution to 0, my child tax credit b...

I spent more than 6000$ on childcare with FSA contribution 600$ (W2 box 10). TurboTax calculated childcare tax credit as (6000-600)*.2= 1080 $. If I put my FSA contribution to 0, my child tax credit becomes 6000*.2= 1200$ and my total taxes drop by 120$ (600*.2). How come there is no any tax benefit from my FSA contribution?

brianbarringhaus

Because of IRS regulations, you cannot deduct the sales tax paid on your purchase because it was calculated using a rate that does not match the general rate for your location. However, it is the exac...

Because of IRS regulations, you cannot deduct the sales tax paid on your purchase because it was calculated using a rate that does not match the general rate for your location. However, it is the exact same rate.

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Re: Completing 1041 Schedule B for a complex trust, Accounting Income

How do I activate STR / Materially particiapating in my short term rental?

Re: HSA entries are correct, but Federal submittal is rejected - multiple times.

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Can my BMW X5e Hybrid was assembled in S. Carolina and meets listed criteria so why doesn't it qualify for an interest deduction?

I don't have a id pin for my taxes

I clicked the link on 3/27 from my credit union (CEFCU) that was supposed to give me 10% off for being a member; however, I only got $10 off not 10% off.

Re: I do not have a w2 as I am retired, what do I do?

Re: My wife has a box 14 but the description does not match any category?

Re: Fed and sState rerjected due to multiple HSA accounts

2024 Tax Return

I do not have a w2 as I am retired, what do I do?

Re: Its saying I need to add a SSN or ITIN number for my spouse. But he does not work or live in the USA. What do I need to put in the box?

Re: How do i correct a TY25_HSA rejection code?

Re: How do I report a software bug? Turbotax online misprinted field 8 on schedule H missing the ...

Re: WHAT IS THE CORRECT bOX 7 CODE FOR RECORDING CHARIABTLE CONTRIBUTIONS FROM MY IRA

Its saying I need to add a SSN or ITIN number for my spouse. But he does not work or live in the USA. What do I need to put in the box?

TurboTax is not giving tax benefit from childcare FSA contribution. is there a mistake in the calculations?

How can I add tax deduction for major purchase when getting message that it’s different than local rate?

Do you have a TurboTax Online account?

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