All Posts

If you are using TurboTax Online, you can downgrade to a different product.  See the following steps on how to do it:   In the left menu, select Switch Products.  Select Downgrade. How do I downgrade to a different TurboTax Online product?

Go back through the entries for your wages and make sure that you selected the correct state when you entered your W2 form.   To get back to this section in TurboTax:   Go to the W-2 screen under Wages & Income. Select Work on my W-2 and Continue.  

OPM uses the Simplified Method to get the nontaxable amount so they can calculate what to put in box 2a.  If you want to doublecheck their numbers, put your husband's (and yours, if he selected a survivor annuity)information in this calculator https://cotaxaide.org/tools/Annuity%20Calculator.html Since OPM pays a month in arrears, and it's likely that he got 2 or more months' worth of payments in the first deposit, make sure to enter the month AFTER his requested annuity start date, not the month he asked for it to start, or the month he got the first payment (for example, I asked that my annuity start October 1, it wasn't paid until December, but to get the numbers to agree - 2 payments that first year - I put November 1 as the start date).  You can put in the numbers from 2025's 1099-R, and it will give you the first year nontaxable amount, the middle years', and the last year's in a chart you can save for future reference (I tried to post a screenshot but this forum wouldn't let me).  You can then go back to 2016's return (if you still have a copy of it or the 1099-R from that year) to check his first year number, though it's too late to amend it now if you put the entire pension amount in box 1 by mistake.  Current year should match the latest 1099-R, and you will get the last year (date and amount) calculated for you.  If he passes before that date, and you've got a survivor annuity, you will continue to claim the nontaxable portion that's left.  You do not need to use Turbotax's spreadsheet if that looks like it's going to change what is in box 2a of his CSA 1099-R.   If he got a lump sum from Social Security for a year's worth of WEP penalties withheld, TurboTax has an interview question about a lump sum payment that you should answer.  There is currently proposed legislation to make the lump sums paid out under the Social Security Fairness Act tax-free.  https://www.irs.gov/faqs/social-security-income/back-payments/back-payments  Maybe someone else can direct you to that part of the software since I'm not familiar with it.   I'm sorry I have no idea about buying in to the state pension plan.

TurboTax can prepare your Kansas City earnings tax return. It can be e-filed. See this help article for more information regarding which city tax returns are supported in the program.   However, For Kansas City (KCMO) earnings taxes prepared in TurboTax, you must pay directly to the city, as TurboTax does not e-file or facilitate payment for KCMO. The best method is to pay online through the KCMO Quick Tax portal, which accepts ACH debit or credit cards.  

Its totally bogus. For me, its showing "Gross income from all sources" as 4x times my regular income including wages, 1099-DIV and INT income (without deductions). Should I adjust this? Is this a bug? How do I report it to TT?

No, when asked if you had more investment losses than gains in prior years that doe not include the losses on a rental property.  Investment gains and losses would be the sale of stock, mutual funds, bonds, crypto, etc.  It would include a gain or loss on the sale of a rental property, but not a loss from the rental activity. 

To update your TurboTax filing to indicate you are a dependent on someone else's tax return and you have not yet filed your return, you can log in to your TurboTax account, and go to the My Info or Personal Info section. Click on Edit next to your name, your screen will say Your info. Make sure that is correct and select Continue. Your next screen will say Do Any of These Apply? Click on the box; Another Taxpayer can claim XXX on their tax return.   If you have already e-filed your return and it was accepted: You will have to wait for the IRS to fully process your return, and then file an amended tax return (Form 1040-X) in TurboTax to change this information.  If your return was rejected, you can fix it as per the above.   Please return to Community if you have any additional information or questions and we would be happy to help.

Follow these instructions from the FAQ Where do I enter my estimated tax payments?:   If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section. Navigate to the estimated tax payments section: TurboTax Online/Mobile: Go to estimated tax payments (< click here) under Deductions & Credits. TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates. If you paid 2025 estimated taxes in 2025, you'll enter just one amount for each state or locality.

No, this pertains only to the passthrough K-1 interest from your investment in the partnership, and doesn't intersect in any way with your Schedule A deduction for mortgage interest. You're good to go.  Unless...you tell me something highly unusual like you took out a home equity line of credit (HELOC) to purchase your investment in the partnership in the first place, in which case you can start here for deductibility of mixed-use mortgage interest.

Thanks for your efforts, but still no.  I'm in massachusetts.  I've deleted the state return and have entered the 1099G withholding in the personal info - etc section.  Turbutax still chokes on the 1099G with a taxable amount of $0

A very likely scenario is the State and Local Income Taxes.  In previous years, this was capped at $10,000. The new 2025 Tax Law (OBBBA) raised this cap to $40,000.Follow these steps to get a preview of the Schedule A amount:  Inside your return, look at the Left Black Menu Bar. Click "Tax Tools" (it will expand), then click "Tools". In the pop-up window, select "View Tax Summary". Now, look back at the Left Menu Bar. It has changed. Click the new option "Preview my 1040". Scroll down past the main 1040 form. Look for "Schedule A (Itemized Deductions)".

Please clarify. What is the wording in the error message you are seeing? Typically when TurboTax directs the user back to a section, it is either a suggestion to "Check this entry" because it wasn't what the program expected, or it gives instructions to fix a particular entry and states the reason. For Social Security, if you entered a smaller amount than last year, the program might prompt you to review the entry.   Sometimes the program seems to be stuck in a loop. To resolve that issue, , try clearing your browser cache/cookies , logging out of TurboTax, restarting your device, and logging back in.