All Posts

To correct the "Person on the Return Worksheet: Enrollment Status" error in TurboTax, access the Forms mode, locate and delete the problematic "Person on the Return" worksheet, then re-enter student information in the Personal Info section. If using desktop, click "Forms," select the worksheet, and click "Delete Form". For K-12 529 plans, ensure "529 plan" isn't accidentally marked as a 1098-T student.    In TurboTax Online From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete. 

The receipt can be used for proof of mailing the tax return if it is on or before the due date of the tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

There aren't known issues between this Schedule and Form, but generally TurboTax asks users to manually input their at-risk limit amounts in passthrough entities (use the below K-1 QuickZoom menus), rather than having the system calculate it (which features many unknowns). See below for a 6198 Line 4 flow-thru item off the K-1 wks that could be limited; the program asks the user to update the Form manually (image 1) using the Form worksheets (image 2).  Make sure you've hit all the QuickZoom menus on your Schedule K-1 worksheet for at-risk limits and made all the required entries in the sub-menus.     TurboTax - What Is Form 6198: At-Risk Limitations

You will need to send a Form 3911 to the IRS to request that missing refund. This asks the IRS to track down the payment. If they see it was never cashed and returned to them, they can credit it back to your account. Here is a link to download the form and send to them. Also view this link on where to mail or fax the form.    Be sure to record your banking information in section 1 line 7 of the form as the IRS no longer issues paper checks.

For New York City employees, health insurance information is typically found in two specific boxes on your W-2: Box 12 and Box 14. Depending on whether you are looking for the total value of your coverage or your specific pre-tax contributions, you will check the following:    The combined cost of health insurance coverage provided by the City of New York (including both the employer's and your own contributions) is reported in Box 12 with Code DD. This is for informational purposes only as required by the Affordable Care Act.  This amount is not taxable and does not affect your federal or state tax liability.    Your personal contributions to health insurance premiums, which are deducted from your pay on a pre-tax basis under Section 125, are typically listed in Box 14 labeled as IRC125. This amount is already subtracted from your taxable wages in Box 1. Unlike federal rules, these contributions are subject to New York State and City taxes. When filing your NY state return, you must add this amount back to your taxable income (often using form IT-225).    

What exactly are you being asked to pay?   See this for viewing your TurboTax account fees - https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/01/26353?search-action-id=623279034003&search-result-uid=26353

When property tax shows twice in TurboTax, it usually means the information was entered more than once or imported twice. To fix this, follow these steps: 1. Go to the Deductions & Credits section. 2. Navigate to the Property Taxes subsection. 3. Look for duplicate entries of your property tax payments. 4. Select the duplicate entry and use the option to delete or remove it. This should remove the extra property tax amount and reflect the correct total on your return.

To find the section to enter state taxes paid as estimated payments in TurboTax online:   On the left side menu, click Federal, then Deductions & credits Click on Deductions & credits summary Scroll down to Estimates and Other Taxes Paid and click on that section to expand it Click Start or Revisit for Estimated Tax Payments Click Start or Revisit for State estimated taxes for 2025 Click Yes for Did you pay state estimated taxes for 2025? If you made quarterly payments, use the top section.  Select a state from the dropdown for each payment and change the date paid if it does match the actual date that you paid it.  Finally, enter an amount for each payment. If you didn't make quarterly payments, you can click Add another payment under Additional payments.  Select the state, enter the date and amount paid for the payment.  Click Add another payment for a 2nd payment, otherwise click Continue.

TurboTax Free Edition only covers simple returns (Form 1040, basic income, standard deduction), and adding things like self-employment, itemizing, or certain credits can trigger fees.   Follow these steps to downgrade to a different TurboTax Online product:  Open your return  In the left menu, select Switch Products.  Select Downgrade. If you have not yet paid or filed you can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen.  

This could be entered in the other misc. income section of TurboTax.  As long as the income wasn't from a business operation that you had or started, and it was just random income you generated during the year that you don't expect to get paid again in the future.

Follow these steps to the entry of partnership income from a K-1.  Perhaps there is an entry there.  Follow these directions.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages and Income. Scroll down to S-corps, Partnerships and Trusts and click the down arrow to the right. Click Start / Revisit or Edit / Add to the right of Schedule K-1. At the screen Tell us about your Schedules K-1, click to the right of Partnerships/LLC. If there is a partnership entered, click the Delete trashcan to the right.

@RandomTaxPayer  IF you are using the "Online" software   Get back into your tax file,   use the "Add  A State" selection.  (you won't have to add a state) Then go to the Print Center  on the left side and save a  new PDF with all the tax forms and worksheets.   Look in that new PDF for the sheet that has the Federal Electronic Filing Instructions on it.   Your payment details should be listed there....IF..if you actually set it up properly. ________________ Don't be tempted to mess around in your actual tax file other than creating a new PDF. ____________________________  

Enter an expense line item for the same amount as the 1099-NEC to offset the income.  Lemon law settlements are generally not taxable when they simply refund the purchase price or replace a vehicle, as this is considered being "made whole". However, portions of a settlement covering punitive damages, civil penalties, interest, or compensation for lost wages are considered taxable income.

I tried filing this online using that link, but the extension was rejected by the IRS!  Error message: "Taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return."  But I haven't filed anything this year. So something is wrong with TurboTax. I had to call the IRS, they couldn't figure it out, they think it's TurboTax fault, and the IRS guy said, just print out the extension  form and mail it in .  Big Hassle!

Good morning.   Thank you for your response. I have a few follow up questions. Know that I need as many details as possible. LOL   What am I supposed to do?  Here is what I know:  My son is 25 and is in college full time.  He lives with me and I provide for him I claimed him on my taxes. He had a summer job and made about $4,900 On my son's return I made the mistake of saying no one was claiming him but I did.  My tax return was submitted and accepted. IRS rejected his return because I said no one was claiming him. My oversight. My son does not owe taxes but is set to receive a refund.  My questions are as follows:   You advised: the information about you and your dependents is in the Personal Info tab.   My question:  Is this correction made on MY return or my SON's return?    You advised: Go to that tab and click Continue, and you will see section for your dependent on their return to review the questions again and make any needed changes.   My questions:  What exactly is the correction? On my return he is my dependent. On his return I said that no one claimed him. I do not see where I can change the statement on his return that no one is claiming him to someone else is claiming him.    What needs to be changed? How do I proceed? I hope this is clarifies my confusion. I appreciate your help. I am anxious and want to get this resolved as soon as I can.    thank you!    

No worries. If you scheduled the payment for April 15th and your return was accepted, the IRS considers the payment "on time" even if the actual bank debit doesn't happen until the 17th or 18th.   To verify that you entered the payment details correctly, you need to check your Federal Information Worksheet. This form is not printed in your return that is sent to the IRS but it is a worksheet in your return. Here is how to check it after you filed your return.   If you used TurboTax Online and filed, here is how to access the form.    Log into your TurboTax account Wehn you reach the landing page showing that the return is accepted, scroll to the bottom and select "Add a State" Go to tax tools>Print Center Select 2025 Federal return When the Drop-down appears, select Include government and TurboTax worksheets (optional) Now search for your Federal Information Worksheet. This may take a lot of searching. Once there, look for Part V ' Direct Deposit or Direct Debit Information All the information should be there. If it is, the IRS also has this information.