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I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

@DianeW777    RE:  Next, if you did rent more than 15 days, you will have to indicate you own the apartment to be enter the rental expenses and income, you will not enter any asset since you do not own the building or land.   This is the case for me.  I rented (sublet) for 90 days, and because under 200 days, and having made an income of less than $20K, Airbnb did not issue a 1099.     I hope to enter my income from Airbnb, while deducting the rent I pay my landlord, and also utilities, etc..     Im not clear on how I should do this, could you explain in more detail - why do I have to indicate I own the property - doesn't make sense to me...?   Thanks

Many employers will report Qualified Overtime on the W-2. If the Qualified Overtime is reported on your W-2, follow these steps.    At the screen Let's check for other situations, select Overtime.  Continue.   At the screen Let's see if your overtime qualifies as tax-free, select either:       Help me calculate my eligible overtime.     No help needed-I know what to enter. For the Qualified Overtime Deduction:      Maximum annual deduction is $12,500 ($25,000 for joint filers). Deduction phases out for taxpayers with modified adjusted gross income over $150,000 ($300,000 for joint filers). The deduction reduces federal income tax liability, it does not exempt overtime pay from Social Security and Medicare taxes.  Employees will still owe these taxes on their overtime earnings. Taxpayers filing as married filing separately are not eligible for the deduction. The deduction is available for both itemizing and non-itemizing taxpayers. See this TurboTax Help.  

why isn't there an import function for this? I have several small businesses with about 100 depreciable assets. I have been using a tax accountant firm to do my taxes but they have recently more than doubled their cost. I used Turbotax 30 or so years ago and wanted to just do my own taxes. I have all the assets in a PDF file and it would seem to be an easy thing to write an ingest program to grab this data and import to TurboTax. It is an extremely long and tediuos process to retype all of this information. I live in Maryland also where they have decoupled from federal tax depreciation, making this all the more important to get the data entered in there properly.  Even if turbotax just had a table function where you could just cut and paste into a table would be a big help. Not sure why this doesn't exist. I used to write software for satellite communications and it is not a difficult thing to do.      

Intuit is forcing this paid for option on its users. I selected the non live-assist version of the Turbo Tax Self Employed, and when clicking start my return I had a popup that said "Congratulations, we are upgrading you to Live Assist and Review" and then there is no way to remove this unwanted addon. I spent an afternoon on the phone with them and the only fix is to create a new Intuit account as when you start a second new return, there is no way to display the non assist versions of the product. The screen just appears blank on both Edge and Chrome. Horrible piece of software, and even more horrible company with no support for users.

"Any additional guidance/resources that can help me make sense of the 'personal' vs 'employer' distinction here?"   "Employer" contributions are any contributions made through the employer (i.e., the code W in box 12 on your W-2), no matter what the source of the dollars was. "Personal" contributions are all other contributions, i.e., not made through the employer, not matter what the source was.   This is the IRS' terminology and it causes no end of confusion.    Simply put, the contributions on your W-2 are removed from Wages in boxes 1, 3, and 5 on your W-2, while the other contributions are shown on line 13 on Schedule 1 (1040).   So if your excess contributions are from the "personal" contributions, then there is no adjustment to the "employer" contributions on the HSA Summary, but only to the personal contributions on lin13 on Schedule 1 (1040< which will be reduced by the excess.   When you get the excess message from TurboTax, you will be asked if you want to withdraw all of it, some of it, or none of it. If you don't withdraw all of it, the balance will carry over to next year. You will be dinged a penalty of 6% of either the excess or the value of your HSA on December 31, 2025, which ever is smaller. This is why you are asked about the value of your HSA.   A similar thing is true for your Roth IRA - TurboTax is calculating a penalty, probably for excess contributions to your Roth IRA, but there are many more ways to deal with IRAs so I won't speculate more than that.

It's best to enter the 1099-MISC as it is. Include the federal and state withholding by selecting my form has more boxes to include the state income and withholding. Then follow the instructions below so that you do not indicate it is from self employment.   It's important that you made the appropriate selections so that TurboTax does know that it was not self employment income. Open your TurboTax Online/Mobile or TurboTax Desktop tax return Search (upper right) > type 1099misc > click the Jump to... link Begin your entry of the 1099-MISC. It's important for you to select 'None of these apply" and then you should also select the following: 'No' on the screen 'Did the '____' involve work that's like your main job?' 'No' on the screen 'Did the '____'  involve an intent to earn money?' This will report the income without any business/self employment activity and it will show up on Form 1040, Line 8 (From Schedule 1, Line 8z). Continue to complete this section. No deductions will be allowed for any legal fees.   @billychuck 

If your return has been transmitted and rejected by the IRS, you can correct your tax return and re-transmit.    If your return has been transmitted and accepted by the IRS, you will have to amend your Federal 1040 tax return.  However, before amending your tax return, do not enter the return and do not make any changes.    If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.    If you used the CD/download product, sign back into your return and select Amend a filed return.    See also this TurboTax Help.  

Please note i still get the message:  [mywife] had Roth excess contributions of $7,008. To avoid a penalty you can withdraw these excess contributions before the due date of your return. If [mywife] has withdrawn all or some of these contributions, enter the amount withdrawn below.

You will not get the childcare credit until (unless) you enter income earned from working.   The credit does not work unless you enter your income first.   If you are filing a joint return you must show income for both spouses, or show that one or both of you was a student or disabled.   If you have self-employment income and show a loss you will not get the childcare credit.  You will not get the credit if you are filing married filing separately.     If you have entered all of your income and you have entered your dependent(s) then work on the childcare credit by entering the Tax ID or Social Security number of your childcare provider and enter the amount you paid for the childcare.   One of the most common mistakes that messes up the childcare credit for people is listing all of the earned income under only one name on a joint return.  Make very sure that your incomes are listed under each of your names.  It’s pretty easy to check.  Go to the Income section, and click “update” on Wages and Salary.  That will take you to the W-2 Summary.  Do you see income listed under both of your names?       The person receiving the care had to be 12 or under or qualified as mentally or physically disabled. To claim the childcare credit you need to be filing as Head of Household or Married Filing Jointly. (NOT married filing separately)    If your child was born in 2025 make sure you say the child lived with you all year. The credit is a percentage of your expenses based on your AGI (the higher the income, the lower the percentage)  You must provide the Social Security number for each child you are claiming, and the Social Security number or Tax ID for each care provider.    In the case of divorced or never-married parents—only the custodial parent can use the childcare credit.     And remember that the childcare credit is a NON-refundable credit.  It can reduce your tax owed down to zero, but it is not added to your refund.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-dependent-care-credit/L8h8A5Klg_US_en_US?uid=m5yifys1

System will not accept military retirement pay input   Do you mean that you are not able to download your IRS form 1099-R from DFAS?  Or something else?  Please clarify.   In TurboTax Online, follow these steps to report IRS form 1099-R:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Did you get a 1099-R in 2025?, select Yes. At the screen Choose all the situations that apply to you, make selection and Continue. You will be given options:       to connect with your financial accounts,       to upload your form, or       type it in myself.  See also this TurboTax Help.