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3 hours ago
box d on my w-2 is blank
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3 hours ago
Thank you for the reply, DianeW777. I think I did not post this in the correct place, I don't see the actual fanfare post I meant to refer to, but your response was helpful nonetheless. I had been wo...
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Thank you for the reply, DianeW777. I think I did not post this in the correct place, I don't see the actual fanfare post I meant to refer to, but your response was helpful nonetheless. I had been wondering about the method fanfare recommended in which you do "fudge" the 1099-R to show the Taxable amount you calculate with your manually created Inherited IRA Form 8606, then you e-file, then once it's accepted you send in the inherited iRA form 8606 you prepared with a singed 1040-X that is blank b/c you aren't changing anything. But you have "fudged" things to get TurboTax to print the correct numbers (I have to do this for NJ too b/c of backdoor Roths that confuse TurboTax), and I'm not sure what errors would therefore be transmitted, so I guess paper filing is the way to go to avoid injecting confusion/errors. It is VERY frustrating that we cannot just generate the correct Inherited IRA Form 8606 and include it with our e-file!!!
3 hours ago
Sorry, I left out a key part of my question. On the worksheet for Sch A, line 5 it shows my 2025 state income tax withheld on Line 1, ~15k, it shows on line 3 $7000 for 2024 state estimated taxes pa...
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Sorry, I left out a key part of my question. On the worksheet for Sch A, line 5 it shows my 2025 state income tax withheld on Line 1, ~15k, it shows on line 3 $7000 for 2024 state estimated taxes paid in 2025. These two total to give me a ~$22k deduction minus the $1571 mentioned earlier for a deduction of ~$21k for 2025 for state income tax. The $7000 of 4th qtr taxes paid on 1/15/25 is included in this total. This is where it feels like a double dip. I credited this to my 2024 taxes paid and now it looks like it is added to my 2025 taxes paid (minus the $1571). It does not seem right to get a credit for the $7000 twice.
3 hours ago
If you're using TurboTax Online, after deleting Form 8889, clear your Cache and Cookies and step through the HSA interview again. Ensure you have indicated you have a Qualifying High Deductible Heal...
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If you're using TurboTax Online, after deleting Form 8889, clear your Cache and Cookies and step through the HSA interview again. Ensure you have indicated you have a Qualifying High Deductible Health Plan (HDHP) for 2025.
@jhdollarhide
3 hours ago
Topics:
3 hours ago
I filed with turbo tax on Jan 30th. IRS accepted it on Jan 31st. I paid for 5 days early option. Got an email on march 6th from turbo tax saying it was undeliverable to my direct deposit due to inco...
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I filed with turbo tax on Jan 30th. IRS accepted it on Jan 31st. I paid for 5 days early option. Got an email on march 6th from turbo tax saying it was undeliverable to my direct deposit due to incorrect routing/account number for my bank. It has been one month and apparently my refund is sitting in some 3rd party bank. The IRS tells me to call the bank but there is no option to speak to a representative. Turbo tax says they can’t fix anything on there end. So now what? Is this random bank going to keep my refund? I’m so frustrated.
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3 hours ago
There is no separate Georgia kiddie tax treatment, and no special Georgia adjustment just because you reported the child’s unearned income on your federal return. Georgia just starts from federal AG...
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There is no separate Georgia kiddie tax treatment, and no special Georgia adjustment just because you reported the child’s unearned income on your federal return. Georgia just starts from federal AGI and then applies the normal Georgia adjustments, if any. TurboTax will handle the transfer to your GA return automatically.
3 hours ago
The two leases from which I received income in 2025 date to the 1920s. To my knowledge, they were first owned by my step-grandfather. My grandmother inherited them on this death and my Dad did subseq...
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The two leases from which I received income in 2025 date to the 1920s. To my knowledge, they were first owned by my step-grandfather. My grandmother inherited them on this death and my Dad did subsequently. I bought several leases from my Dad's estate. I have received income for around 20 years and I have never seen the percentage of ownership question. My husband has aa third lease with a different history and that lease was divided among a number of heirs. Is one lease usually owned by one person or more than one? I've just assumed the owners are a group. Taxes were reported on 1099-MISC for all three. Total gross income for all three is less than $ 100. Doesn't seem like this is worth the hassle of phoning the landsmen (or whatever) to find the ownership percentage. Should I? Thank you for your help.
3 hours ago
Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time. Especially if you mailed it. That works for most people. See, https://ttlc.intuit....
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Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time. Especially if you mailed it. That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them. You have to mail federal and state in separate envelopes because they go to different places. Get a tracking number from the post office when you mail them for proof of filing.
3 hours ago
if your tax expert misses an appointment, don't wait for them to call you back.
Sign in to your TurboTax account and go to the "Expert Review" or "Full Service" section.
Use the "Live Help" o...
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if your tax expert misses an appointment, don't wait for them to call you back.
Sign in to your TurboTax account and go to the "Expert Review" or "Full Service" section.
Use the "Live Help" or "Message" button to directly contact your assigned expert and ask for an update.
If they do not respond within 5–10 minutes of their scheduled time, select a new appointment or be matched with a different, available expert.
Call TurboTax Support directly: Call 1-800-446-8848.
Please return to Community if you have any additional information or questions and we would be happy to help.
3 hours ago
tecleo mi nombre y la casilla se pone en rojo
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3 hours ago
If my agi matches my tax transcript why does this years keep getting rejected and what should I do?
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3 hours ago
If you have no errors in Review and your tax forms look correct, I would suggest you skip the Review and go directly to State Taxes/File.
@mattdowiak
3 hours ago
It says "NYS does not allow the description selected for the NY public employee retirement contribution code entered (ERS, NYRET, RET, NYSERS). To e-file successfully you must choose either NY IRC 414...
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It says "NYS does not allow the description selected for the NY public employee retirement contribution code entered (ERS, NYRET, RET, NYSERS). To e-file successfully you must choose either NY IRC 414H Subject to NY tax or NY IRC 414H NY tax exempt from the picklist." But I am not a NY public employee so I don't think either of these options apply.
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4 hours ago
Was a worksheet or the tax table checked on your Tax Smart Worksheet? Print or view your tax return, specifically the Form 1040 worksheet (1040/1040SR Wks). Scroll down about a third of the way, ...
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Was a worksheet or the tax table checked on your Tax Smart Worksheet? Print or view your tax return, specifically the Form 1040 worksheet (1040/1040SR Wks). Scroll down about a third of the way, below line 15, you will find the Tax Smart Worksheet. Line A will tell you whether you used the tax table or what worksheet(s) you need to refer to to see your tax computation.
4 hours ago
Thank you for this, VolvoGirl. This is very clear and helpful! You have convinced me that my thinking was wonky.
4 hours ago
Did you get Social Security payments in 2025? You can get another copy from Social Security. How to get a copy of a SSA-1099 Get tax form (1099/1042S) | SSA Or this one https://faq.ssa.gov/e...
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Did you get Social Security payments in 2025? You can get another copy from Social Security. How to get a copy of a SSA-1099 Get tax form (1099/1042S) | SSA Or this one https://faq.ssa.gov/en-us/Topic/article/KA-01723 KA-01723 · Customer Self-Service
4 hours ago
Yes, adding solar panels, a pool, and a patio are considered to be capital improvements (permanent improvements) because they increase the value of your home and prolong it's life. These costs are a...
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Yes, adding solar panels, a pool, and a patio are considered to be capital improvements (permanent improvements) because they increase the value of your home and prolong it's life. These costs are added to your home's cost basis, which reduces any potential capital gains taxes when you sell your house.
The formula is: Original Purchase Price + Cost of Improvements = Adjusted Basis.
When you make a home improvement, you can't deduct the cost in the year you pay for the improvements, but, if you keep track of those expenses, they can help you reduce your taxes in the year that you sell your house.
For tax purposes, you would treat these expenses as increases to your cost basis of your home. You would add together the total cost of the solar panels, pool, and patio (materials + labor).
Keep all receipts, invoices, and records of payment for your tax records when you sell your house.
See Also:
Home Improvements and Your Taxes
Please return to Community if you have any additional information or questions and we would be happy to help.
4 hours ago
In 2025, I overcontributed $714 to my Roth IRA. I've recharacterized this overcontribution to a traditional IRA and am not completely sure how to report this correctly in Turbotax. I have two quest...
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In 2025, I overcontributed $714 to my Roth IRA. I've recharacterized this overcontribution to a traditional IRA and am not completely sure how to report this correctly in Turbotax. I have two questions: - Where it says to "Enter your regular Roth IRA contributions", am I supposed to I enter my total 2025 contributions including the overage ($8714), or do I enter the maximum total amount I should've contributed ($8000)? - Where it asks, "How much of your contribution to this Roth IRA did you switch, or "recharacterize", to your traditional IRA?", I'm assuming that I'm supposed to report the overcontribution ($714) and then explain the recharacterization reason. Is this correct? Thanks in advance for any help you can provide!