All Posts

Is Ohio the only state involved with your Federal income tax return?  Or are there other states?  Please clarify.   If Ohio is the only state involved with your Federal income tax return, and a value is required to proceed, enter the value of box 2a into box 16.   @Graybeard76 

This should happen automatically based on your withholdings on the tax return, however you can enter the information.   Withholdings are considered as paid evenly throughout the tax year regardless of when they were actually paid.  Take your total withholding for the year, then divide by 12 x 3 = Q1 // x5 = Q2 // x 8 =Q3 // x12 = Q4 .  

@user17745382418  I agree that in your case you must use itemized deduction ( not a resident for a whole calendar year ), but the "additional senior " deduction is not limited to  standard deduction -- itemized deduction users are also  eligible ( see my post above).  However, I have not been able to find the exact wording of the statute  ( searching the whole  OBBBA is too much effort ) and so am depending on IRS' articulation ref'd above.  I have not tried this in forms mode --- perhaps it will work-- will try.

You can have TurboTax prepare estimated tax vouchers for 2026.    If you want TurboTax to prepare quarterly estimates and vouchers, go back to the Estimated Taxes section in Other Tax Forms under Other Tax Situations.    At the first screen, Adjust How Much Tax You Pay, choose Estimates rather than W-4 as a basis for the estimate. You can also choose not to let the program use your 2025 wages as a basis to estimate tax for 2026, and enter in the amounts of income you project to receive and deductions you expect to claim. TurboTax will prepare vouchers, but does not automatically print them until you are ready to file.   If you choose, you can also prepare and pay estimated tax vouchers online directly through the IRS website using IRS Direct Pay or your IRS Online Account.   See this tax tips article for more information about estimated taxes.  

TurboTax normally does this when there is an error situation (such as excess contributions to your IRA), and it needs to calculate the excess tax (penalty) on that excess.    For reference, see lines 17 and 25 on form 5329.

If you received acceptance you should know soon.  You can always contact the IRS using the online service to see if your 2025 return transcript is visible yet.    If your tax return has been accepted you might also be able to access your transcript from the IRS. Get My IRS Transcript Current Year Transcript Availability @Millekhduke 

Hi there.  Are you using TurboTax Desktop or Online?  If you're using Desktop, try saving your return, exiting or quitting the program and relaunching it. You may need to update as well (See top tool bar: Online > Check for Updates).  If you're Online, it wouldn't hurt to log out, clear cache and cookies and try again. Let me know if any of these help. If you get an error code or message after trying these steps you can share a screenshot below to help us troubleshoot. Keep me updated! 

Call Optum and see if you can get a customer support person who is familiar with how California and New Jersey treat HSAs. You would think with so many customers from those states that they would have a process for how to report gains and losses for those states.   @kmahendrareddy518