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As a retired Public Safety Officer, you can deduct up to $3,000 for Health insurance from your pension.   The law no longer requires that the pension fund directly deduct the amount paid for health insurance.   If this is the case, this is how to enter the amount of health insurance you paid in TurboTax.   In TurboTax Online, please follow these steps:   After you have entered your form 1099-R, continue the questionnaire until you arrive at a page titled Do any of these situations apply to you?  Put a check mark next to This money was from being a Public Safety Officer and click Continue On the next page, click on the box Yes, money was taken out to pay for Health Insurance On the next page, enter an amount up to $3,000 and click Continue The amount will be excluded from taxation.

When the other parent is deceased, you don't need a verbal or written agreement to claim your son as a dependent. You can claim the child if you meet all the usual criteria for claiming a dependent. No agreement is required because the deceased parent can't claim the child. Be sure to enter the child's information accordingly in TurboTax.

@lmaldonado595    New York Driver's Lisc???  (Which state is always needed)   if..if NY _______________________ FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ___________________ Beyond that....it is ONLY the first three characters they want.....not the whole number.

Yes, if you are working for an employee owned company and participate in their Employee Stock Ownership Plan, it means you have in a way, partial ownership of that business through their Employee Stock Ownership plan. An ESOP is a tax-qualified retirement plan that holds company stock for the benefit of employees.    You don't own the shares directly. The ESOP trust holds shares, and you will accumulate a vested interest in them over time. The ESOP trust is the legal owner of the stock and you are the beneficial owner of the stock.   You will not actually buy your shares of stock with your own money, they are part of your compensation.  You'll have to work a certain number of years (depending on how your ESOP Plan document is written) to be fully vested (own) in your shares.    And then when you leave employment (or retire) your shares of stock are sold back to the company and you are paid out based on the company's value.   You are a form of an owner through the retirement plan but you don't have, for example a voting right in day to day business.   Click here for Employee Stock Ownership Plans   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

Not sure. I left TurboTax - they charge too much and had issues like these. I used Free Tax USA to file my federal (used Turbo to check and both showed same exact refund) but Turbo Tax was charging me like $100 and Free Tax USA was free. Then I used mypath.pa.gov to file my PA taxes for free. Got both refunds already this year in my account. And they were easy.

I was in the TurboTax web portal. The website version allowed me to pay Federal with a credit card but only offered direct debit from a checking account or payment by check for California when I moved to the next screen. I gave up and just used my checking account. I missed out on several cash back and percentage off discounts by not being able to use my credit card, which was one of the sole reasons I chose TurboTax to do my taxes this year. The TurboTax ai assistant was of no help. The AI repeatedly said I could select a credit card option that wasn't offered. I've used TurboTax for years and this was the first time this happened. The whole process was very frustrating. 

@xtcd7b    Any possible $$ amounts on lines 19 or 20 of the form 1040 that reduces the tax that ends up on line 24??   Also, a few folks this year didn't look closely at their "Taxable" income and it was lower than they expected. Double check line 15 on your form 1040 for that "Taxable" income.  

We’re currently working on an update for Form 5695.  There will be an update on March 13.  After this day you can go back through your return, and make any changes as needed, then file your return.   If you are using TurboTax Online the program updates automatically.   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".   You can sign up for updates here: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct? If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.  

In addition to what rjs said, in TurboTax Online Premium, you may enter the information by following these steps:         Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue. At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue. Do these sales include any employee stock, click No. Do you have more than three sales on your 1099-B, click No. Do these sales include any other types of investments, click No. Did you buy every investment listed on your 1099-B, click Yes.  Click Continue. At the screen Now, choose how to enter your sales, select One by one.  Click Continue. At the screen Look for your sales on your 1099-B, click Continue. At the screen Now enter one sales total on this 1099-B, enter information. Click Continue. Repeat as necessary by clicking Add another sale.  Click Continue. At the screen Now, choose how to enter your sales, you may also select Sales section totals and import a .jpg of the IRS form 1099-B.   @sarahschwanbeck   

We’re currently working on an update for Form 5695.  There will be an update on March 13.  After this day you can go back through your return, and make any changes as needed, then file your return.   If you are using TurboTax Online the program updates automatically.   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".   You can sign up for updates here: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct? If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.  

The IRS issues most refunds within 21 days, assuming that there's no delay and nothing is holding your return. Some returns are subject to an automatic hold when certain credits are claimed.  If your return appears “stuck” in processing, it generally means the IRS has received the return but it still reviewing it. This can happen due to errors, missing information, or a security check.  Open the next link, so you can see more possible reasons why your refund appears “stuck”: Why Is My Tax Refund Taking So Long? 7 Reasons for Delays If you want to keep monitoring your refund directly in the IRS website, see the link below: Where's my Refund