All Posts

Yes.   You cannot pay your state tax due from a federal refund.   The only expense you can pay from your federal refund is your fee for using TurboTax.   You must pay the state tax due yourself.     You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

You can get to the screens in TurboTax to correct your HSA information using the steps listed below.    Click on Search at the top right of your TurboTax screen Type HSA in the search box Click on the link Jump to HSA Your screen will say Select the health-related accounts you had in 2025 Click on None of the above and Continue Continue through your screens to answer any follow-up questions Depending on what was input in your return, you may also have to delete Form 8889 if one was created   To delete Form 8889-T/S using TurboTax Online you can: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 8889-T/S" To delete Form 8889-T using TurboTax Desktop, you can: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 8889-T/S" In your right panel at the bottom of Form 8889-T/S, click on "Delete Form" Click on "Yes" to confirm the deletion.   Click here for What is a health savings account (HSA)?   Click here for Basics of Health Savings Accounts   Please return to Community if you have any additional information or questions.

It's a two step process.  Step 1 -The program will allow you to mark that some or all of the scholarship went against tuition from a prior year.  After you enter the 1098-T and go through education expenses Look for screen asking if you have any situations for the scholarship.  Select some of the aid wasn't awarded for 2025 expenses.  Enter the amount applied to prior year. Step 2 - look at prior year return and make sure you claimed this scholarship income last year. You may need to amend the prior year return.

The amount on CA Form 540 Line 21 for other expenses may represent fees for consulting, professional services, or other miscellaneous fees and services. The description is a software abbreviation that may not directly relate to the expense you entered. The amount may be a total, not a single entry.

Hi Mark, This is a wonderful response, but at this point, I prefer to make the corrections needed for the individual entries.  I am sorry that I did not make that clear. I already know why companies might check the B and E designations.  However, in the past, I provided WF with a copy of all of my updated cost basis figures.  That is why each and every one of their figures is correct and identical to mine.  When I am re-entering the info for those investments that have Box E or Box B checked, I am re-entering the exact same amount , but in a different way.  Is there something wrong with this technique?  It was suggested on this Community site.  If I have decided to take the correction path, are you saying that even though I am re-entering each individual B and E Box entry, I must still keep the phrase “Short term basis not reported to the IRS (noncovered)?.”  (This is my main concern.) I previously went onto the WF site and had them electronically send the information from my WF 1099 to Turbo Tax.  That being the case, do I still have to upload a copy of my 1099-B to Turbo Tax for the IRS?  I prefer not to mail anything in if at all possible.  Thank you for your help.  I also would appreciate a response from anyone who has made corrections to their own B or E. Sincerely, Cathy

Thank you.  When you say "may be listed these broad categories, such as:   home gym items, electronic items, television, and clothing." Would it mean these are separately entered into TurboTax, one donation, and are entered 4 times due to four different categories?

"All investment assets" is not a helpful description. Does it include bank accounts, real estate, Roth IRAs, what?  In any case, the workaround – for those of us who have dividends from foreign stocks in multiple countries – is to MANUALLY enter the info on as many 1116s as are needed (three countries per 1116), because TT provides ZERO guidance and the interview process assumes only ONE source country. Even then, it's still necessary to scroll all the way down each 1116 to make sure it's complete (there are blanks toward the bottom that must be filled in) AND when that's all done to make sure the bottom line info is properly reflected on the overall return. It's a huge pain, fraught with error potential, all because Intuit's interview doesn't take multiple sources into account.

If you mean "TurboTax" then you would only need to enter the exempt interest dividends from the state you live in, as they would likely be exempt there. If you didn't have any interest from your state, or you don't care if the dividends are taxable in your state, you can just pick the "multiple states" option.

I removed excess contribution for 2025 from my traditional IRA this year. I left my contribution in my Roth IRA. Turbotax gave me the option to say I removed excess contribution from my Roth, but not from my traditional ira. How do I report that I removed the excess contribution from the traditional IRA account? Thank you

Hi Annette, I can confirm that I was able to successfully submit my return after following the steps you outlined below, namely selecting the ‘I had different plan types at different times of the year’ check box instead of I had the same plan all year check box and then selecting the same plan type for each month of 2025. I got back to the same calculated tax liability I expected so thank you very much for your assistance. I hope this works for others.

You can delete the Utah state tax return and download California using the steps listed below.   If you are using TurboTax Desktop: Open your tax return. Click File in the top left of your TurboTax screen (in the black bar that goes across the top). Click on Remove State Return. Select Utah and click Remove. Confirm by clicking Yes. Then go to your  State tab and select California to add it.  If you are using TurboTax Online: Sign in and open your return. Select State Taxes from the left side of your TurboTax screen Where it says Status of your state returns, click the garbage can icon next to Utah to remove it. Select Add State and select California.  See also:   How do I delete my state return in TurboTax Desktop for Windows?   How do I delete my state return in TurboTax Online? If you have additional information or questions regarding this, please return to Community and we would be glad to help.