All Posts

You should be able to enter your direct contributions made to your HSA using TurboTax Online.  I just tested this using TurboTax Deluxe and the Firefox browser and the input field was there and accessible.  It comes up after entering any Form 1099-SA distributions and before you enter the details for your HDHP coverage for the year.     If you are using a different browser, please try it in Firefox or be sure that you have cleared the cache and cookies for your browser.  

@kaydee    If you are on a Windows computer...check for any waiting OS updates from Windows.  IF only partially installed those can cause TTX problems.   Reboot your computer...even if you don't find any. If on a MAC...reboot too. _____________________   Still a no go? For Windows computers, try downloading and installing the Manual Update.  This update takes longer than normal to install...so be really patient.  A couple pop-up windows will be presented for you to  Allow/Accept as it proceeds. Manually Update TurboTax for Windows Software  

To enter your 2025 Form 1099-NEC income in TurboTax Online, follow these steps: 1. Go to the Federal section, then select Income. 2. Look for the 1099-NEC option under the income types. It may be listed as Income from Form 1099-NEC or under the 1099-MISC and Other Common Income section. 3. Select Start or Update next to this option. 4. Follow the onscreen instructions to enter your 1099-NEC information exactly as it appears on the form. If you don't see the 1099-NEC option, make sure you are in the correct tax year (2025) and check under the income sections or search for "1099-NEC" in the search bar within TurboTax. You can also enter your 1099-NEC income as part of self-employment income if applicable, which then allows you to report business expenses to reduce taxable income.

No.  The state tax return and the federal tax return are totally separate and processed by separate tax authorities.  The IRS for the federal tax return and your State tax department for the state tax return.

It depends. Whether you need to file a tax return depends on your total gross income, filing status, age, and other factors. If you earned less than $600 and don't have a 1099-NEC, you might still need to file if your gross income exceeds the IRS filing thresholds for your filing status and age. However, if your income is below those thresholds and you have no other filing requirements (like self-employment earnings of $400 or more), you likely don't need to file. Keep in mind, even if you aren't required to file, you might want to file a return to claim a refund of any withheld taxes. The minimum filing thresholds vary; for example, for a single filer under 65, the threshold is typically around $15,750 in gross income for 2025. Your exact filing requirement depends on your full financial situation.

@pmedwards7 wrote: Can I get a copy of my 2025 TurboTax e-filing instructions? It was not included in my 2025 download as in 2023 and 2024. Have you already efiled?  There is a way you can view/print/download a choice of PDFs, and you should find the Filing Instructions in one of them..  To get the larger PDF with the worksheets you have to open your return back up and go to the Print Center as I'll explain in detail below.   NOTE:  When you open your return back up, do not make any changes in it if it has already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.   Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2025, look for a link "Add a State." Click on "Add a State."  (you don't really add one.  That's just to open your return back up.) After the return interview is open, click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." The next screen should ask what you want in your PDF:  Federal. state, or both (I always save both--just in case) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

The federal and California e-filed returns are accepted by completely different agencies.  It is typical to receive refunds at different times.     To double check on your federal reject, log in to your TurboTax account.  You'll see the status of your return. If your return is rejected, you can fix it immediately. TurboTax will usually provide a Fix it now button and an error code explaining what went wrong, such as a misspelled name or an incorrect Social Security number. You can make the necessary changes and then attempt to e-file the return again at no extra cost. 

Thanks for getting back.   When I get to the NY Income Allocation screen, it shows my federal amounts for Interest, Dividends, and Cap Gains, but shows my Federal Rentals, Royalties, and Partnership number as $0 -- even though my BXPE K-1 1065 has $619 in Line 1 Ordinary Business Income.  So, to me, it looks like there is no amount to allocate a NY portion to.   I do have carryover Line 1 losses from prior years on other Private Equity investments in a QOZ, so maybe Turbo Tax is using that to offset my federal amount?   If I put $619 in the NY portion, it does say I owe $44 in tax, but I'm not sure that's correct.   To check my logic, I went and recreated everything in H&R Block online.  Their NY state tax interview works differently, and actually walks me through my passive income form by form.  When I do that, I allocate the $619 for NY from my BXPE form and then when I get to my other one (CIM), it shows a ~$7000 Federal business loss for 2025, with the NY portion 0.  It too sees to be using this to offset my federal amount and shows my NY tax at 0.

@cathy-pelletier0  Have you already prepared your own return in that account?   Online TurboTax can only prepare 1 Federal return per account per year.   If you need to prepare a second online return for someone else, they would need their own separate account and separate fee, if applicable.    Do not try to prepare a second return in the same account, or it will overwrite the first one.   @CesarJ 

If you are in the review section and TurboTax is asking for vehicle information you no longer own, you need to remove that vehicle entry from your tax data. To remove the vehicle in TurboTax Online: 1. Go back to the Federal section. 2. Select Deductions & Credits. 3. Scroll to the Cars and Other Things You Own subsection. 4. Select the vehicle you want to remove. 5. There should be an option to Delete or Remove that vehicle. This will update your information and remove the vehicle from your tax return review. If you don't see a delete option immediately, navigate through the vehicle use or expense sections until you locate it.

Your awesome for this is im filing this quarter to do my part and am wondering if my income and at what maximum threshold will I be considered ineligible for tax credit on my dependents consider I have no deductibles I know of yet. So pure state and federal tax to the dollar, then I file returns during the return season correct?

Yes, you can use your TurboTax account to file a tax return for your deceased mother. In TurboTax Online, when you start the return for your mother, go to the Personal profile section. Select her name (or add her if new), then choose Edit. You will see an option that says, "I am preparing this return for [name], who has passed away." Select this option and provide her date of death. This allows you to file the decedent's return properly. TurboTax will guide you through adding Form 1310 if a refund is due. Make sure you have the necessary information about her income, deductions, and the date she passed away to complete the return accurately.

Use the following TurboTax help article for guidance to enter your home office expense under your Schedule C Business Income and Expenses:   Where do I enter the home office deduction for my business?