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  USER ERROR WITH SOCIAL SECURITY ENTRY We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.

I did a mock return for a taxpayer with a W2 having $34,750 in 401(k) contributions (Box 12 Code D) aged 62 in 2025 and I did not get an alert that the contribution exceeded the upper limit.  I changed the contribution amount to $35,000 and I got an alert that I was over the contribution limit by $250.  Based on this, it appears that the software is applying the correct limits.   To be eligible for the super catch-up in 2025, your birthdate would need to be after January 1, 1962 and before January 2, 1966.  You may want to check to see if you have your correct birthdate entered in in the My Info section of TurboTax as the limit of $23,500 applies to those under the age of 50 in 2025.

To get the deduction without paying for "Expert Help," you need to navigate to a specific screen in the Ohio state interview that most people skip:   Go to the "State Taxes" tab and start (or revisit) your Ohio return. Look for a screen titled "Here's the income that Ohio handles differently" or "A few things before we wrap up your state return." Find the line for "Military and Civil Service Retirement Income" and click Start or Edit. You will likely see your Civil Service pension listed. TurboTax will ask: "Was any of this retirement pay based on military service?" Select Yes. 6. You will then be prompted to enter the taxable amount attributable to military service. If you are asked to put a dollar amount in this section, use this formula to determine an amount:   Total Pension X (military years/total federal years)

No one from the user forum has the ability to connect you to your "expert."    You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

I tried to print a 1040-X federal form yesterday, and while it shows up in the software, it does not show up as a printable form. 2 pages are blank, and 2 pages of supporting information do show. Apparently this issue was raised around a month ago and has not yet been resolved. As I want to file an amended return by mail before 4/15/26 (thank you USPS). I would like a current resolution to this issue.

We had the same issue. After speaking to multiple "experts" from Turbo Tax they assured us our return was correct and to go ahead and file, claiming Trump's "Great Big Beautiful Bill" provided significant tax breaks for seniors. Well, the return was not correct, and they claimed I had checked the Overseas residency box WHICH I DID NOT. This caused the IRS to reduce our refund significantly. We wrote to Sasan Goodarzi, the CEO of Intuit and received a call from the Office of the President Customer Service representative. She claimed it was a user error and I ended the call. For all you seniors who have fallen victim to Intuits lack of accountability I strongly suggest you file a clam with your State's Attorney General's office and Form 14157  "Return Preparer Complaint" with the IRS. Vulnerable Seniors should not be the victims of a software glitch, nor should they be told the error was theirs. SHAME ON INTUIT/TURBO TAX!!!!!!!

If the student had income, in GA, while there as a student, he probably needs to file a GA non resident return.    If you are a resident one state and work in another state; that income is subject to taxation by both states. This is how it works (in most cases): You file a nonresident return for the state you worked in, reporting only the income you earned there. You report all your income on your resident state return, including the income earned in the other state. Your home state calculates tax on all your income, but gives you a credit, or partial credit, for tax you paid to the other state. When you reside in a state without an income tax (e.g. Washington), there will be no credit, since there was no WA tax.  But that does not get you out of paying state tax on that income, to the work location state.   For quick links to State Filing Requirements: https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-file-state-return/L446RvJAy_US_en_US?uid=m12jzvqq

The status might be pending for security reasons. This may be a sign that someone is trying to use your identity to file a tax return. This can take up to 72 hours, after which your return will then be forwarded to the IRS, or if applicable, rejected. If rejected, you can then correct the rejection issue and resubmit. Please see this FAQ for reference.

Most payment errors are caused because of your address not matching the credit card address, issues with your browser, or credit card authorization issues.  To fix this:   Make sure the address on your return matches the address on the credit card Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".

For additional information, which may be relative to your 1099-DA as you mentioned, the reason for mailing the forms usually relates to the noncovered shares as indicated in an earlier answer. For sales of investments where there is no information on the cost basis the reason is below.   In 2008, Congress passed legislation which required brokers to report the cost basis for securities and mutual funds to both the investors and the Internal Revenue Service (IRS), effective tax year 2011, the difference between covered and noncovered shares is who keeps track of the cost basis. For covered shares, the financial organizations are required to report cost basis to both you and the IRS.  For noncovered shares, the cost basis reporting is sent only to you. Mailing the Form 8453 with Form 8949 and/or an information document for purchases and sales of your investments has been a common occurrence for years. How do I mail Form 8453? (review if alerted) @user17748294106 

Schedule H-T (Household Employment Taxes for Taxpayer) Part II (FUTA) Section B Line 17 is used to report your taxable wages paid to your household employees by state and by rate period. Column C requires a "from" and "to" date for the period when the state experience rate applies. Column D is for the state experience rate. If your rate changed during the tax year, complete a new line for each rate.   To receive credit for the household employment taxes you paid, you must complete all columns in Section B that apply. Your state gives you an experience rate. If you don't know your rate, contact your state unemployment tax agency.    For more help, see IRS Instructions for Schedule H Line 17.  

When entering your combined service history into Oregon PERS or a standard state application, it’s important to know how your two federal careers fit with Oregon’s requirements. Here is how to report your two 1099 R's and how to report your years of service in the Oregon return.   1. Enter the Income (Federal Section)  You should have one 1099 R  for your military retirement and one for your USPS (FERS) retirement. Go to Federal > Wages & Income. Scroll to Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter your Military 1099-R and your USPS 1099-R separately. Crucial Step: When entering the Military 1099-R, TurboTax will ask "What type of plan is this?" Be sure to select Military Retirement. This triggers the specific tax breaks for veterans. 2. Claim the Oregon Subtraction (State Section) Oregon allows a Federal Pension Income Subtraction. Because you have a mix of pre-1991 and post-1991 service, TurboTax needs to calculate how much of your pension is tax-free in Oregon.   Go to the State Taxes tab and start the Oregon return. Look for a screen titled "Here's the income that Oregon handles differently" or "Federal Pension Subtraction." TurboTax will ask for your "Total Months of Federal Service" and "Months of Service before October 1, 1991." Your 46-Year Calculation: Add your military months and your USPS months together.  Only the months served before October 1, 1991, count toward the tax-free percentage. If you have overlapping months (e.g., you were in the Reserves while at the Post Office), do not count those months twice. As a FYI, if your 1099-R from DFAS or OPM has an empty Box 16 (State Distribution), TurboTax might get confused and think $0 is taxable. Manually enter the same amount from Box 1 into Box 16 and select OR as the state. This turns on the Oregon module so your military subtraction is applied correctly.              

Based on the information you shared, it sounds as if you may need to file two Schedule Cs -- one as a self-employed performer/director and one for your LLC that was formed for producing.  If you did not work as a performer/director for 2025, then that Schedule C is probably not needed.     If you will continue to work as a performer and your income will be paid to the LLC rather than to you personally, then a single Schedule C could work in the future.     Since your startup costs are under $5000, they can be deducted on the Schedule C and do not have to be amortized or spread over a number of years.

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