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@Toloria4792 wrote: Yes I also use turbo tax and was rerouted to this company which my refund should have been 1300 but I only received 372.00 so I went to there website and found that they charge me 882.00 in fees is there anyway to file a lawsuit against this company  First check the IRS website to see the amount the IRS actually approved and sent to SBTPG's bank: https://www.irs.gov/refunds Does it match your Federal refund amount shown on your Form 1040, Line 35a?   If it was the IRS that reduced your refund, you should get a letter from the IRS saying why in about 3 weeks or so.   Also be aware that if you are also getting a state refund, it comes in a separate deposit.  So do not add the Federal and state refunds together.  Go by the Form 1040, Line 35a amount.   The IRS tool should show the amount they sent to SBTPG's bank, and if there's an 882.00 difference, there must be more to the story.  After checking the IRS tool and comparing it to your Form 1040, Line 35a, you can phone SBTPG customer service and speak to a real person, and ask them what they received from the IRS and how they explain the difference.   Their phone contact page is at the following link. It also shows their business hours.   https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information

What if it was years ago and I don't necessarily have all that info? Is there something I can easily go back and download from my health insurance provider at that time that would suffice? Like something from my insurance provider that shows what my out of pocket spending was / how much toward my out of pocket max I spent?   Also if I rollover an HSA I opened in 2022 into an HSA that I opened in 2026, can I still reimburse myself for medical expenses from 2024? Is there a way to prove that my 2026 HSA contains an HSA from 2022 that was rolled into it?

The sale type or category is required to determine which page of Form 8949 the transaction is reported on.  If the information didn't import, you can try deleting and importing again.  If the information still isn't there you can either adjust each entry or you can delete the import and reenter using category totals instead of each transaction.  While working in your return:     In the wages & income section, Select "Investments and Savings...."   On the page "Did you have investment income in 2025?"  Answer Yes, or If you've already started the section, click on "Add Investments" at the bottom of the screen On the page "Let's Import your tax info" click on "Enter a different way"  Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type"  When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue  Answer the next three or four questions  Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds)  Select "Sales Section Totals"  Locate your sales section totals on your 1099-B  Enter your Investment Sales Section Totals and repeat till you have entered for each category.  After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".     Take a moment to double-check that your statements are complete. For each sale listed, there should be:   - A Description   - Date Acquired   - Date Sold   - Sales Price   - Cost Basis   - Gain or loss for each sale   - A based on how the sale was reported to you and the IRS   In some uncommon cases, there will be an adjustment code and adjustment amount.      NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.      Here's how to mail your statements:   If you are e-filing your tax return, then mail your statements along with Form 8453 to:     Internal Revenue Service  Attn: Shipping and Receiving, 0254  Receipt and Control Branch  Austin, TX 73344-0254 

You are welcome to ask any questions you have here, like you did for this one and we will assist you.  We also offer full service tax preparation, see: TurboTax Full Service for more information or to sign up.   As far as the overtime, to enter your overtime in TurboTax Online, follow these steps:   1. Go to the Income section and start or edit your W-2. 2. Enter your W-2 exactly as it appears; if overtime is in Box 14, enter the description and amount, then select Overtime from the category dropdown on the following screen.   If the overtime is not on your W-2, continue through the screens until you reach Let's check for other situations. Check the box for Overtime and select Continue. Enter the total of your qualified overtime. TurboTax will calculate your deduction.   To qualify for the overtime deduction, you must meet these requirements:  You must be a non-exempt employee who is eligible for overtime under federal law (FLSA).  Your filing status cannot be Married Filing Separately.  Your modified adjusted gross income must be below $150,000 or less ($300,000 for joint filers) to be eligible for the maximum deduction, If your income is over $150,000 ($300,000 for joint filers), then the deduction begins to reduce by $100 for each $1,000 of MAGI over the applicable threshold amount. Once your MAGI hits $275,000 ($550,000 for joint filers), the overtime deduction is not available. The pay must be for hours worked over 40 in a single workweek, and only the overtime premium (the extra "half" in time-and-a-half pay) is qualified for the deduction.  Here is some information you may find helpful:  No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

Thank you for the link to the piece with more information about Form 8606 and TurboTax.   If I have to paper mail my return because of a Form 8606 for Inherited IRAs, can I still utilized Audit Defense? And is there a point where I will be prompted about this?   I'm struggling with my NJ Return because when I adjust the Taxable amount on my 1099-Rs for the 2 relevant IRAs, those numbers are not flowing through to the NJ Return Line 20A, which is just showing the full Distribution amounts rather than the ones adjusted for the Form 8606.    I'm not sure how to coordinate with the NJ Return to trigger it to complete Worksheet C correctly. Is there a way I can manually change the value of NJ Line 20A to reflect the basis adjustment?   I'm assuming I'm supposed to paper mail my NJ Return as well.

I think I disagree on that one.  While it's true that employee business expenses are miscellaneous deductions that no longer can be claimed on Schedule C, that doesn't change the nature of the work.  If someone uses a home office for their employers business and their personal business, and they otherwise meet the rules for both, they would split the home office deduction between the two businesses and take the SE share on Schedule C.   That likely still has the effect of negating the potential write off for UBER driving though since the time spent on that would be immaterial compared to the business use for their employer.  

There is an additional deduction, not included with the standard deduction, and not a credit for seniors this year. This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.    Note, this deduction has income limitations.  It begins phasing out at income of $75,000 for a single filer (or $150,000 married) and is completely phased out at income of $175,000 for a single filer (or $250,000 married).   This deduction is located on Schedule 1-A Additional Deductions, Part V. The total additional deductions will be summed and appear on your 1040, line 13b.   You can check this in TurboTax Online by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and scroll to Schedule 1-A Part V.

Based on your original question, it sounds like you have already been exempt from filing as a resident for a two year period, so if you meet the substantial presence test you can file as a resident.  To meet the substantial presence test for 2025 you must have been in the US for at least 183 days over the three year period ending with 2025, with at least 31 of those days in 2025.  If you were present in the US for more than 183 days during the year you will be considered a tax resident of the US for that year.   This information is based on general guidelines using the limited information your provided.  If you want to accurately determine your tax residency for tax purposes see the resources below.     Another resource to determine tax residency is the Internal Revenue Service (IRS). See the links below:   F-1 and J-1 Students(link is external) J-1 Scholars(link is external) Alien Residency Examples

Did you start an amendment?   Or apply the refund to next year's taxes?    Look at your Form 1040 -  Line 24 is your total tax for 2025 and line 33 is your total tax payments.   The difference between these two lines is the amount of your refund or the amount you owe.   You can view your 1040 tax return in the online version of TurboTax.   On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar select Preview My 1040. This will bring up a copy of your 1040 Tax Return. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required.    How do I preview my TurboTax Online return before filing?

To find the Qualified Care Worker Tax Credit in TurboTax for your Colorado state return, you'll want to go to State > Colorado > page through the interview until you get to the screen labeled Take a look at Colorado credits and taxes. Under the Personal, home, and family credits heading, you'll find  "Qualified Care Worker Credit".   For the 2025 tax year, this is a refundable credit worth $1,200 for eligible child care or direct care workers who worked at least 720 hours and meet the income requirements (under $75,000 for single filers or $100,000 for joint filers). When you select this in TurboTax, the software will generate Form DR 1217.

1. Calculating the tax is not as simple as applying a single percentage. Not all income is taxed at the same rate. If your friend's income is in the 12% bracket, some of the income is taxed at a 10% rate. Different types of income, such as qualified dividends and long-term capital gains, are taxed at different rates. 2. Tax is not calculated on AGI. It's calculated on the taxable income on Form 1040 line 15. 3. It's not clear exactly where you are seeing a tax rate "according to the IRS." You cannot use a chart of tax brackets, or the tax rate schedule, to actually calculate the tax. If taxable income is less than $100,000 you have to look up the tax in the tax table. You cannot use a calculation. 4. It's not clear what tax amount you are looking at. There might be other taxes besides the basis income tax. Are you looking at the tax on Form 1040 line 16, or at the total tax on line 24? 5. The amount owed is not the same as the amount of tax. 6. There are 7 different methods that can be used to calculate the tax on Form 1040 line 16, depending on the types of income and other things in the tax return. The tax table is only one of the 7 methods. The conditions for determining which of the 7 methods to use are explained starting on page 36 of the 2025 IRS Instructions for Form 1040. If you are using the desktop TurboTax software you can see which method TurboTax used by looking at the 7 checkboxes in the Tax Smart Worksheet in forms mode. The Tax Smart Worksheet is between lines 15 and 16 in the first section of the "Form 1040 or Form 1040-SR Worksheet."