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yesterday
I totally agree! TurboTax needs to make the living abroad question mandatory. I have been using TurboTax for close to 40 years for peace of mind.
yesterday
My husband and I will soon be selling our primary residence. We've lived in our home for 38 years and have never used any portion of it for business. It will probably sell for more than the $500,000 ...
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My husband and I will soon be selling our primary residence. We've lived in our home for 38 years and have never used any portion of it for business. It will probably sell for more than the $500,000 married filing jointly exclusion, even after cost basis and expenses. I am having a problem figuring out where this info goes on PA Schedule 19 worksheet and PA Schedule D. Nowhere on those forms do they have a place to subtract the $500,000 exclusion from the gain. Can someone walk me through this. Thanks so much.
yesterday
Not all states allow the right of repayment. PA is one of them. If the employer reduced the state wages on W2 Line 16, then you can file an amended return for the change in income.
yesterday
I am retired so my income is social security so I don't have a W2. When I go to the 1099 form for social security entry there is no place to enter state ID.
yesterday
@brtibbetts1791 wrote: I've had Apple silicon for at least 4 yrs and I can't load my 2024 return either Also @benturney and @user17750825253 @ brittbetts1791: What do you mean by "load ...
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@brtibbetts1791 wrote: I've had Apple silicon for at least 4 yrs and I can't load my 2024 return either Also @benturney and @user17750825253 @ brittbetts1791: What do you mean by "load my 2024 return?" People use "load" in a bunch of different ways. Are you trying to transfer (some people call it "import", TurboTax calls it "transfer") the 2024 data file into a 2025 return? If so, there are a lot of suggestions in this thread, but these are the most common ones that have worked for people who have a transfer problem: Close TurboTax completely. Then re-launch it, and try the transfer again. For some Mac users, that simple maneuver has solved it. Or Close TurboTax completely and restart your computer. Relaunch TurboTax and try the transfer again. Or Try to open the *.tax2024 data file with the 2025 program. It may say "This is not a 2025 data file, do you want to transfer instead?"
yesterday
it reads-The document number's first 3 characters must be entered. but it has been
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yesterday
I have the stated problem: Turbo Tax always selects the"sales tax deduction" even if the "state and local taxes deduction" is higher. In my case, this is an occurrence of the "Cosmetic Bug" name...
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I have the stated problem: Turbo Tax always selects the"sales tax deduction" even if the "state and local taxes deduction" is higher. In my case, this is an occurrence of the "Cosmetic Bug" named above. The "2025 Deductions and Credits" summary screen shows the sales tax amount (bad) but the actual form Schedule A shows line 5 the "state and local taxes" amount (good). So the number it uses is correct but it Easy Form page shows the sales tax number.
yesterday
@kksubbotina , I cannot see your return and so have to go by only your post.
You say you arrived / were admitted with GreenCard on 07/11/2025. Thus you are a dual status person and therefore canno...
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@kksubbotina , I cannot see your return and so have to go by only your post.
You say you arrived / were admitted with GreenCard on 07/11/2025. Thus you are a dual status person and therefore cannot use standard deduction. Ideally you should file as follows:
(a) Use TurboTax to prepare your return -- from 1040 covering your world earnings from 07/11/2025 through 12/31/2025. Print , sign, date and mark on first page top "DUAL STATUS FILER"
(b) Use SprinTax, or download form 1040-NR from the IRS site. fill out by hand or otherwise ( it is a fillable .pdf ) the form reporting ONLY US sourced / connected income for the period 01/01/2025 through 07/10/2025. If no income then enter zero. Print, sign, date and attach to the back of the form 1040 ( from step (a) above ).
(c) Mail the whole package to the IRS center for your state.
For the state return , use TurboTax -- follow-on from step(a) above. Print, sign/date , attach the federal form 1040 and mail to the state DOR
Note that I am assuming that 07/11/2025 was your first day in the USA for the year 2025 . 2024 and 2023.
Does this make sense ? Is there more I can do for you ?
yesterday
I need to enter information on Form 8582-CR, line 4b, Prior Year Unallocated Credits. Double clicking the box takes me to the worksheet for that form, but none of the boxes on the worksheet will allo...
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I need to enter information on Form 8582-CR, line 4b, Prior Year Unallocated Credits. Double clicking the box takes me to the worksheet for that form, but none of the boxes on the worksheet will allow any entry. I am using TurboTax Mac desktop Home and Business
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yesterday
on my state taxes
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yesterday
I figured out how to override the worksheet and the form 8960 to account for the state taxes etc But in the end , turbo tax refused to allow me to e file with any overridden entries. On Reddi...
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I figured out how to override the worksheet and the form 8960 to account for the state taxes etc But in the end , turbo tax refused to allow me to e file with any overridden entries. On Reddit, it was reported that H and R block software does not present this problem. I may switch to them next year after decades of being a TurboTax customer.
yesterday
You must enter your adjustments first in the federal section. Follow these steps:
Open to federal income
Edit your 1099-DIV
After the income entry, continue
Uncommon Situations - select...
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You must enter your adjustments first in the federal section. Follow these steps:
Open to federal income
Edit your 1099-DIV
After the income entry, continue
Uncommon Situations - select a portion are US Government interest
Enter the dollar value that represents that percentage you are allowed.
Move to CO
Continue through and you will see Your US Government Interest Subtraction is already done for you.
@jgrabowsky
yesterday
I had to add spouse pin.
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yesterday
possibly both. your state of residence and the state where the activity was conducted, if that state has a personal income tax. Otherwise, only your resident. State if it has a personal income tax.
...
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possibly both. your state of residence and the state where the activity was conducted, if that state has a personal income tax. Otherwise, only your resident. State if it has a personal income tax.
if the activity was conducted in a state with personal income taxes, you may not be required to file a return. Since we don't know what's on the K-1or the state, you can go to that state's website and look up filing a non-resident return. If you are subject to that state's income tax, you can take a credit on your resident state return, if you have one.
yesterday
1 Cheer
Using my desktop version this year I seem to recall the message about importing data from financial institutions saying that the feature will no longer be supported by the Deluxe version starting for...
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Using my desktop version this year I seem to recall the message about importing data from financial institutions saying that the feature will no longer be supported by the Deluxe version starting for tax year 2026. I certainly hope that will not be the case. Perhaps I can start a new tax return try re-importing some data into it to see if the message is shown again.
yesterday
I had the same problem. But this is very easy to solve. Go back to your income section. Try to find the Misc Exp section in (ridesharing if it is). Expand Misc Exp section. A column for Misc Exp shou...
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I had the same problem. But this is very easy to solve. Go back to your income section. Try to find the Misc Exp section in (ridesharing if it is). Expand Misc Exp section. A column for Misc Exp should be visible. Don't leave any column blank. Put 0 in the empty column. Save. That's it.
yesterday
I just received a "Notice of Proposed Refund Adjustment" letter as well. It appears that the number Turbotax used to calculate the kicker was pulled from 2023 instead of 2024.
yesterday
1 Cheer
Delete your form. Capital gains is on private pensions. Let's start fresh. You need railroad retirement benefits. The blue forms are entered in the section labeled Social Security (SSA-1099, RRB-1...
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Delete your form. Capital gains is on private pensions. Let's start fresh. You need railroad retirement benefits. The blue forms are entered in the section labeled Social Security (SSA-1099, RRB-1099). You can add these together or enter separately. The green forms are entered in the IRA, 401K, Pension Plan Withdrawals section. You will need to enter each form separately. When given the option for the type, select US Railroad Retirement total gross paid = box 7 federal tax withheld = box 10 contributory amount = box 4 or taxable amount employee contributions = box 3 = your investment in the plan @485737-1
yesterday
If you CAN be claimed as someone’s dependent, but they are not claiming you, do you reconcile you 1095-A Obamacare subsidy form on your return (form 8962) or is the reconciliation done on the tax ret...
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If you CAN be claimed as someone’s dependent, but they are not claiming you, do you reconcile you 1095-A Obamacare subsidy form on your return (form 8962) or is the reconciliation done on the tax return of the person who could claim you, but isn’t. TurboTax asked are you being claimed and could you be claimed. I only checked COULD, but TurboTax won’t let me fill out 8962. The policy is only in my name and isn’t shared.
yesterday
These are dividends (1099-DIV). Where do I adjust those on Colorado Forms?