All Posts

To take the full AOTC credit, $4,000 of box 1 must be held out. This means instead of the scholarship covering the full tuition in box 1, it covered only $10,270.  The taxable amount of box 5 minus box 1 is $33,063. You want to change that to $37,063 to claim the full credit. If you have other education expenses, that can reduce the taxable amount. As you go through the program, answer questions about the student and college. Time to enter expenses. Enter books and materials, other course related expenses, room and board, etc.    For example: other books and materials $0 room and board $37,063 For example: other books and materials $1,000 room and board $36,063

Dans la déclaration, oui, vous entrez le Relevé 19. Vous demandez quand même le crédit pour maintien à domicile, et demandez de nouveau les versements anticipés dnas les dossiers électroniques.   Demande du crédit d'impôt pour maintien à domicile des aînés   Merci de choisir TurboImpôt

If you've entered an amount from any of the boxes on the slips listed here, you have what the CRA considers to be self-employment or business income: T4 slip: box 81, 82 or 83 T4A slip: box 20 or 48 T4A slip: box 28 and you answered Yes to the question Does the income declared in Box 028 consist of fees collected for services you provided? in TurboTax Online T3 slip: box 24 (foreign business income) If you have an amount in any of these boxes, TurboTax will ask additional questions to report the income as self-employment/business income. You only need to answer basic information, such as business name and address (can be your own), industry code, and fiscal period (Jan 01 to December 31).    If you are still not able to resolve this issue, please contact our phone support team for more assistance.     

We can help you to prepare an amended return.  Login to TurboTax Select Tax Home from the left sidebar. Scroll down to Your tax returns & documents and  Select the year you want to amend. Click on the Amend (change) return dropdown,  Then Amend using TurboTax Online.  Continue the interview, make the changes you need, and answer the rest of the questions to finish changing your return.   An amended return can make a change to a tax filing that has already been accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment   Amend TurboTax  

FYI - Important Also be careful if the second return name is the same as another return. Turbo Tax saves the tax returns as 2025 Smith J Form 1040 Individual Tax Return.tax2025. So if you have two or more returns for people that have the same last name and first initial the second return will overwrite the first one.   So you have to be sure to first save the returns with names completely different to keep them apart. Don't use the default name given by the program. You need to go to FILE - SAVE AS and give the return a unique name you can tell apart. At least add the full first name. You don't have to use or accept the name Turbo Tax gives it. I save all my returns with different names.

If the software is skipping the "Value of your IRA" screen and jumping to Roth questions, it usually thinks you didn't have a distribution or a conversion that triggers the pro-rata rule.   Here is how to troubleshoot and force that entry:   1. Check your 1099-R Entry   Line 6 of Form 8606 usually triggers because you took money out of a Traditional IRA (either as a withdrawal or a conversion to a Roth). Go to the Wages & Income section. Find Retirement Plans and Social Security (1099-R). Ensure your 1099-R is entered correctly. If you did a Backdoor Roth, make sure the "Box 7" distribution code is handled as a "conversion to a Roth IRA" during the follow-up questions. 2. The "IRA Explanation Statement" Workaround If the software isn't prompting you for the December 31st value, try these steps to "jog" the interview:   Go to Deductions & Credits.  Select Traditional and Roth IRA Contributions. Even if you didn’t make a new contribution for the current year, walk through this section. Look for a screen titled "Any Nondeductible Contributions to your IRA?" and select Yes. This should eventually lead to the "Value of your Traditional IRA on December 31, 2025" screen. 3. Why Line 6 Might "Look" Wrong Line 6 represents the total value of all your non-Roth IRAs at the end of the year.  If you emptied your accounts: If you did a full conversion and had $0 left in your Traditional IRA on Dec 31, Line 6 should be 0. The Pro-Rata Rule: If you have other Traditional IRAs sitting elsewhere (like an old 401k rolled into an IRA), those must be included in the total value on Line 6, even if you didn't touch them this year.

Can you clarify what you want to do? Do you want to transfer a previous year's tax return into TurboTax? Transferring Last Year's PDF (Desktop & Online) TurboTax Online:  Sign in, start a new return, go to  Tax Tools  Tools, and  Select Transfer last year's TurboTax return from your computer. TurboTax Desktop:  Choose File  New Tax Return, then  Select Use a tax return that's on my computer. Select the PDF file from your computer when prompted to transfer.    If you are using TurboTax Online, you can also use this TurboTax Support article for guidance. If you are having issues uploading, this TurboTax Community discussion provides additional context.