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8 hours ago
Please do the HSA Reset (see below) to remove all your HSA data.
HSA RESET
***Reset***
1. make a copy of your W-2(s) (if you don't have the paper copies)
2. delete your W-2(s) (use th...
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Please do the HSA Reset (see below) to remove all your HSA data.
HSA RESET
***Reset***
1. make a copy of your W-2(s) (if you don't have the paper copies)
2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)
*** Desktop/Windows***
3. Go to the upper right and click on Forms, and
4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.
*** Desktop/Mac***
3. Switch to Forms Mode by selecting the Forms icon.
4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].
*** Online ***
3. go to Tax Tools (on the left), and navigate to Tools->Delete a form
4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)
5. go back and re-add your W-2(s), preferably adding them manually
6. go back and proceed with your return....
8 hours ago
In the HSA interview, there is a screen titled "Let's enter [name]'s HSA contributions". It has two lines: the top one shows you the code W amount from your W-2, and the bottom one is where you enter...
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In the HSA interview, there is a screen titled "Let's enter [name]'s HSA contributions". It has two lines: the top one shows you the code W amount from your W-2, and the bottom one is where you enter your "personal" contributions.
"Personal" confuses most taxpayers. It refers to contributions made by you directly to the HSA, NOT through your employer. Do NOT enter any part of the code W amount on this second line. Don't worry, once your contribution is in the Code W amount, you will get "credit" for the contribution.
This is a common reason why HSA contributions are doubled.
8 hours ago
"does the last-month rule override the need to withdraw excess contributions made during this ineligible window?" Yes. Because you qualify under the last-month rule, the amounts contributed earl...
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"does the last-month rule override the need to withdraw excess contributions made during this ineligible window?" Yes. Because you qualify under the last-month rule, the amounts contributed earlier in the year are not excess contributions. The timing of the contributions is irrelevant. All that matters is that the total contributed for the year does not exceed the maximum permissible for the year.
8 hours ago
Okay, but will I still be required to report my foreign bank accounts and its balances in 2025 even if I am a NR in that year? I just checked with Sprintax, it looks like they don't support online f...
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Okay, but will I still be required to report my foreign bank accounts and its balances in 2025 even if I am a NR in that year? I just checked with Sprintax, it looks like they don't support online filing for state taxes. I am no longer in the US and it will be difficult for me to mail the return. Is it really typical for those who have left the US but still has some tax forms to report?
8 hours ago
1 Cheer
If I read your story, right, on your current (2025) return, TurboTax told you that you had an excess contribution of $1,450. The easiest thing to do would be to let that carryover to 2026 if you expe...
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If I read your story, right, on your current (2025) return, TurboTax told you that you had an excess contribution of $1,450. The easiest thing to do would be to let that carryover to 2026 if you expected to have HDHP coverage throughout 2026. Yes, you will be hit with a 6% of the carryover penalty this year, but so long as you can persuade your employer to contribute a smaller amount so that you stay under the Family coverage limit, the carryover will be applied as a personal contribution, and it will disappear.
What was the distribution code on the 1099-SA that you received? '1' or '2'? How you proceed from here depends on your answer.
8 hours ago
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?...
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Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
8 hours ago
I'm an individual employed by a US company. My employer was purchased by a UK company (Foreign Entity) and as a limited domestic partner I received some $$ that I need to report. The UK company doe...
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I'm an individual employed by a US company. My employer was purchased by a UK company (Foreign Entity) and as a limited domestic partner I received some $$ that I need to report. The UK company doesn't have an EIN and issued a substitute Form 1065 for the K-1. This is not a filed partnership K-1. I have all the $$ information BUT Turbotax won't let me proceed without entering an EIN. I tried all zeros and that didn't work. I do have the EIN for my (US) company. What do I do to complete in Turbotax?
8 hours ago
Why doesn't my state tax due go down when entering prepaid taxes?
Topics:
8 hours ago
If you are a non-resident alien, your return must be filed on Form 1040NR, which cannot be prepared using TurboTax. You can use TT’s partner, sprintax:
https://www.sprintax.com/non-resident-alien-...
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If you are a non-resident alien, your return must be filed on Form 1040NR, which cannot be prepared using TurboTax. You can use TT’s partner, sprintax:
https://www.sprintax.com/non-resident-alien-tax-1040nr-turbotax.html
IRS —HOW TO DETERMINE RESIDENCY STATUS FOR TAX
https://www.irs.gov/individuals/international-taxpayers/determining-an-individuals-tax-residency-status#:~:text=If you are not a,January 1 – December 31).
8 hours ago
Can i fund 2 rmd's from one account?
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8 hours ago
So you did the HSA Reset to remove all your HSA data?
Are you saying that you are not seeing the "Let's enter [name]'s HSA contributions" screen again? Or does "The page will not let me edit or...
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So you did the HSA Reset to remove all your HSA data?
Are you saying that you are not seeing the "Let's enter [name]'s HSA contributions" screen again? Or does "The page will not let me edit or remove the wrong value." mean that you can see this screen but cannot change either value on it - note that you are not supposed to be able to change the first one which comes from the W-2, but the second on you should be able to change.
Let me ask you something out of the box...did you have an HFD (HSA Funding Distribution)? That's where you do a trustee-to-trustee transfer from an IRA to your HSA. This is reported on a 1099-R. If this is the case, you will need to delete and re-add that 1099-R in addition to the W-2s.
Anyway, come back and tell me what "The page will not let me edit or remove the wrong value." means, and we'll work it out.
8 hours ago
If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically.
If you're using TurboTax Desktop, search your computer for a .tax2...
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If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically.
If you're using TurboTax Desktop, search your computer for a .tax2024 file when starting a 2025 return to transfer into your new return.
Here's more info on Transferring a Prior Year Return and Finding a Tax File on Your Computer.
8 hours ago
Thanks! My concern is actually the opposite of it disappearing from the NJ return. I’m filing Federal standard deduction so, although the $1,300 is in my Sched A,’it’s irrelevant. The issue is the...
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Thanks! My concern is actually the opposite of it disappearing from the NJ return. I’m filing Federal standard deduction so, although the $1,300 is in my Sched A,’it’s irrelevant. The issue is the original advice (Not yours) to it on 5A may not be best. That treats it as income tax withheld, so on the NJ return it calculates I had $1,300 withheld which I did not, and wants to refund it to me. I’m reasonably sure that's wrong, since these were excess deductions in the form of real estate taxes.
8 hours ago
1 Cheer
There are many people answering questions in community. The expert tag lets you know that we are actual employees with credentials in the tax world.
NYS is not taxable in NY but the IRS has not iss...
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There are many people answering questions in community. The expert tag lets you know that we are actual employees with credentials in the tax world.
NYS is not taxable in NY but the IRS has not issued official guidance yet. Since it is a small amount of money, taxed at a low rate, I think many of us have decided better to err on the side of caution. Without official guidance, there is a chance of amending either way. As it is your tax return, it is your choice. Most people would rather over pay a few dollars rather than underpay with those consequences.
8 hours ago
Here is a link to contact Turbo Tax Customer Service.
8 hours ago
Married in October of the tax year, need to make adjustments to w2 and self employment income totals taking community property into account from that date forward. Married filing separately in Califor...
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Married in October of the tax year, need to make adjustments to w2 and self employment income totals taking community property into account from that date forward. Married filing separately in California. How can you do this in turbotax. I will have to not use this product anymore if this question cannot be answered. I do not need "expert help" with my taxes. I have done the math myself. I need to know WHERE and HOW to make these changes using the turbotax software. Thank you.
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8 hours ago
1 Cheer
You have several options to calculate and print State vouchers for a projected 2026 income increase (similar to your Federal return). Option 1... Open or continue your return. Under State Taxe...
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You have several options to calculate and print State vouchers for a projected 2026 income increase (similar to your Federal return). Option 1... Open or continue your return. Under State Taxes tab, Continue through the interview until you reach "A few things before we wrap up [State Name]" or "Other Forms". Look for Estimated Taxes or 2026 Estimated Tax Vouchers. When you say YES (to prepare vouchers), the program should offer an option to "adjust" or "enter" your 2026 expected income. Enter the same increased income figures you used for your Federal 1040-ES calculation. Option 2... Open or continue your return. Click on Forms Mode (top right). Scroll down to your State section (left-hand column), and Look for a form labeled [State] Est Tax or Estimated Tax Worksheet (e.g., in CA it's "Form 540-ES"). Open that worksheet, and Look for a section titled "2026 Estimated Tax Options". Select the option to calculate based on estimated 2026 income rather than 100% of 2025 tax (enter your projected 2026 income and deductions; the program will automatically calculate the new quarterly voucher amounts). Option 3... Open or continue your return. Click on Forms Mode, and Click Open Form and type "What-If" (you can create a side-by-side scenario (Column 1 is your current 2025 return; Column 2 can be your projected 2026 return). After you fill out Column 2 with your higher income, you can go back to your state's estimated tax worksheet and tell it to use the "What-If" data to generate the vouchers. Note: Even if your income is skyrocketing, most states (like the IRS) only require you to pay 100% or 110% of your 2025 tax to avoid underpayment penalties ("Safe Harbor"). However, paying based on your 2026 projection may prevent you having to owe a massive lump sum later.
8 hours ago
I disagree with BillM223's response. No where in TurboTax does it ask for when you served in the Military. The 1099R received from DFAS would be entered under 1099R screen for both a single ...
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I disagree with BillM223's response. No where in TurboTax does it ask for when you served in the Military. The 1099R received from DFAS would be entered under 1099R screen for both a single person filing or joint filing. When preparing a single return TurboTax asks the following: Where is your distribution from? - Military retirement distribution - Other distribution If you are filing a joint return it does not ask this question. It asks the following when entering the 1099R from DFAS. What kind of retirement plan do you have with DFAS? You should select the second option: ..... and military retirement plan. When I filed my joint return which has been processed and I have received my refund I had to put the Military Pension Exclusion here: Schedule CA: z - Other income, List type and amount: Military Pension Exclusion Column B/Subtraction: $20000 (if total amount you received is less than this - you would use the lesser amount) I believe there is a "glitch" in the program as I have said in my previous posts Follow this and your return will be ready to file.
8 hours ago
@dhurandhar , Namasteji
Yes, form 1116 while recognizing the full amount of Foreign Taxes paid, computes the allowable FT as the lesser of actual paid AND that imposed by US on the same doubly...
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@dhurandhar , Namasteji
Yes, form 1116 while recognizing the full amount of Foreign Taxes paid, computes the allowable FT as the lesser of actual paid AND that imposed by US on the same doubly taxed foreign income. Note that the allocation of US taxes on this doubly taxed income is based on complicated but standard process. The rest, i..e unallowed is available for carry back one year or forward for usage later ( with foreign source income ).
While others have/ may disagree with me, there is no requirement for you to declare any/ full amount of Foreign Tax Paid. Under the perjury jurat, a lower amount claimed is still true. Thus , in my personal view ( and absent any case law and/or statute language to the contrary), I am quite comfortable declaring a lower amount of Foreign Tax paid, if that is of benefit to me. But you are right in that I am splitting hairs here. I caution you though that it is your , and your alone, choice.
Is there more I can do for you ?
Namaste Dhurandar ji ( that is not your real name is it ?)
pk
8 hours ago
2 Cheers
The result suggests that you are a dependent and your standard deduction is limited to your earned income of $13,633 plus $450.