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Yeah, we can all do without those badges!!  My hubby turned 73 in 2025 so really didn't have to take the RMD for 2025 until April 1 of 2026.  Is this anything to do with the issues you are having?  I... See more...
Yeah, we can all do without those badges!!  My hubby turned 73 in 2025 so really didn't have to take the RMD for 2025 until April 1 of 2026.  Is this anything to do with the issues you are having?  In this case when it's asking how much HAS to be taken by December 31, 2025, it really is $0 for him, right?  Although our broker actually didn't give us that choice and just sent the RMD at the beginning of 2025 so it actually was paid out in 2025.  Didn't seem like a good idea to wait and get two payments in one year in 2026 and increase the income by that much which in turn can increase Medicare amounts!
@esteve-kim hard to answer that question without more detail.  Be sure you are filing part-year tax returns in both states.  if you'd indicated to TT which income was earned in which state, it will b... See more...
@esteve-kim hard to answer that question without more detail.  Be sure you are filing part-year tax returns in both states.  if you'd indicated to TT which income was earned in which state, it will be able to figure out how to determine the tax due to each state.
the student was not a GA resident.  As a student, being away at college is considered temporary, and the permanent residence doesn't change.  the student was a WA resident ALL YEAR.
@dscek that is correct.  Qualfiied Dividends are taxed at the capital gains rate, which for your child is 0%. 
I'm trying to get the foreign tax credit to work.   I have a betterment statement that has The amount of foreign sourced income included in Box 1a of your 1099-DIV is . . . . . . . . . . . . . . .... See more...
I'm trying to get the foreign tax credit to work.   I have a betterment statement that has The amount of foreign sourced income included in Box 1a of your 1099-DIV is . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $10,000 The amount of foreign sourced income included in Box 1b of your 1099-DIV is . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000   I entered the 10,000 in the 1099-DIV for portion of the 20000 dividends and distributions that was from a foreign country, but I'm not sure where to input the 5k value.    When I smart check the Foreign Credit, it pops up an error with the Foreign Tax Credit Comp Wks: Qual Div and LT Cap Gains should have a value of …, but the form is blank for row h. How do I get TT to fill that row in, or how do I calculate it myself?
@user17754603828 what code is in Box 7? 
@skanouse there is a question along the way that asks whether you made any contributions to an HSA - it trips a lot of people up.    You are to respond with any DIRECT contributions and NOT include... See more...
@skanouse there is a question along the way that asks whether you made any contributions to an HSA - it trips a lot of people up.    You are to respond with any DIRECT contributions and NOT include any money that was withheld from your paycheck.    Most likely you entered what was already accounted for on your W-2 and should be answering $-0-. 
@user271828    certainly you have $28,000 of SALT deductions from the payment made in January and April that are part of the 2024 tax return.      Did you make any other estimated payments for th... See more...
@user271828    certainly you have $28,000 of SALT deductions from the payment made in January and April that are part of the 2024 tax return.      Did you make any other estimated payments for the 2025 tax year?    Are there any state income tax withholdings on a W-2 that would be added to the $28,000?   
@dhairyathakkar93 use the "statement provided by lender" language on page 15.   Use the end of month balance for the original mortgage as provided by the lender for the nine months the mortgage was... See more...
@dhairyathakkar93 use the "statement provided by lender" language on page 15.   Use the end of month balance for the original mortgage as provided by the lender for the nine months the mortgage was outstanding and then use the balanace from the refinanced mortgage for the 10th month (december)   Divide these 10 numbers by 10 to get the average balance.  The result should be around $910,000.   Pub 936 states:    For each mortgage, figure your average balance by adding your monthly closing or average balances and dividing that total by the number of months the home secured by that mortgage was a qualified home during the year.     << Should I adjust for the fact that the mortgage only existed from March–December and use a time-weighted i.e. (sum of mortgage statements (March to Dec) + 0 (for Jan-Feb))/12 (~$766K)?>>   no.  Pub 936 states to divide by the number of months the mortgage was outstanding, which is 10 and not 12. 
If you used Online TurboTax, you can double-check that the KS state return was accepted by going to the Tax Home to check the efile status.  Perhaps you've already done that.   If you are sure the ... See more...
If you used Online TurboTax, you can double-check that the KS state return was accepted by going to the Tax Home to check the efile status.  Perhaps you've already done that.   If you are sure the efiled Kansas state return was accepted, you can use the KS DOR refund lookup tool at https://www.kdor.ks.gov/apps/kcsc/increfundstatus.aspx   If the Kansas state refund lookup tool finds your information, but there has been no progress, then you would need to phone the Kansas DOR to ask them the reason for the delay.  Here is their contact page: https://www.ksrevenue.gov/crcontact.html Scroll down and in the middle of that page you should see a box that says Taxpayer Assistance and has a phone number.
Hi there guys... for the life of my, I cannot find anywhere to put in business mileage for my vehicle. Can someone help me?   
From the New York Times 4/4/2026 "Americans, by contrast, spend an average of 13 hours and $290 to file. Why? Because tax preparation companies and Republican lawmakers have a shared interest in to... See more...
From the New York Times 4/4/2026 "Americans, by contrast, spend an average of 13 hours and $290 to file. Why? Because tax preparation companies and Republican lawmakers have a shared interest in torturing taxpayers. The companies want to ensure that Americans remain dependent on their services. The Republicans want people to hate paying taxes. Unfortunately for American taxpayers, Direct File was not beloved by the tax preparation industry. Intuit, the maker of TurboTax, which dominates the industry, collected almost $5 billion last year from Americans who sought its help to file their income tax returns. The company fought to preserve that business. The Trump administration acquiesced." Only $5 billion?  Enough said.
@middle89  I like using this tool; it is quite accurate:   https://www.dinkytown.net/java/1040-tax-calculator.html
I see "Income is too high to deduct an IRA contribution". I want to confirm that the 8606 form was created for my 2025 contribution to the traditional IRA. Note that I don't have a 1099-R since I did ... See more...
I see "Income is too high to deduct an IRA contribution". I want to confirm that the 8606 form was created for my 2025 contribution to the traditional IRA. Note that I don't have a 1099-R since I did the conversion to Roth in early 2026.
I know my KS return was accepted and have checked many times on their state website "Where's My Refund?" feature. The last time any information was updated in the beginning of February and it says it ... See more...
I know my KS return was accepted and have checked many times on their state website "Where's My Refund?" feature. The last time any information was updated in the beginning of February and it says it takes 16 weeks to process the states return, and that would be true had I not elected to use my bank account for direct deposit. I'm just trying to figure out how to get my return from KS.
I have tried re-doing the home energy credit section multiple times and follow this "fix" steps provided by TurboTax. The end result is still the software incorrectly marking "No" to 17a, 17b, and 17... See more...
I have tried re-doing the home energy credit section multiple times and follow this "fix" steps provided by TurboTax. The end result is still the software incorrectly marking "No" to 17a, 17b, and 17c in the Form 5695, which causes the IRS to not accept my return.
Thank you for the replies. The issue is that the 1098-T on turbo tax requires an EIN due to the AOC, however, if you are attempting to do the LLC and you are attending an eligible foreign university ... See more...
Thank you for the replies. The issue is that the 1098-T on turbo tax requires an EIN due to the AOC, however, if you are attempting to do the LLC and you are attending an eligible foreign university that does not give a 1098-T and does not have an EIN, then you would not be able to proceed due to the input validation on the turbo tax form that fills out the 1098-T. However, the IRS allows you the LLC without a University EIN, (assuming it is eligible) using the Form 8863, per the 8863 instruction sheet. Unfortunately, turbo tax does not allow you to complete a 8863 without first doing the 1098-T with a "Valid" EIN which creates the issue. I've reported the issue to the techies, so hopefully it gets fixed.