All Posts

JohnB5677

No, ‌federal and state returns are handled independently. TurboTax has no control over Federal or State processing of returns. However, you can check your State status on this site: Chec...

No, ‌federal and state returns are handled independently. TurboTax has no control over Federal or State processing of returns. However, you can check your State status on this site: Check your state tax refund status Select your state from the map, and follow the links to find the state website to check on your return.

MLMcQ

I have an RMD from an inherited IRA which is showing up on form 5329, part III, line 11. I believe this is incorrect due to the fact that it is an inherited IRA, the excess contributions have nothin...

I have an RMD from an inherited IRA which is showing up on form 5329, part III, line 11. I believe this is incorrect due to the fact that it is an inherited IRA, the excess contributions have nothing to do with the inherited IRA. I have searched and searched, cannot get the amount to not show up on form 5329. Any suggestions?

aew12000

Both RMD's are on one1099-R form, even though received at different times for different reasons. My Dad's final RMD can't count towards my RMD from the inherited IRA. How to show them separate on Turb...

Both RMD's are on one1099-R form, even though received at different times for different reasons. My Dad's final RMD can't count towards my RMD from the inherited IRA. How to show them separate on TurboTax

YrU-taxing

CesarJ

To delete the school tuition amount in TurboTax Online, follow these steps: 1. Go to the Federal section. 2. Select Deductions & Credits. 3. Scroll to the Education subsection and find Tuition a...

To delete the school tuition amount in TurboTax Online, follow these steps: 1. Go to the Federal section. 2. Select Deductions & Credits. 3. Scroll to the Education subsection and find Tuition and Fees or the section where you entered the tuition amount. 4. Select Edit next to your tuition entry. 5. Delete the amount or select the option to Remove or Delete the tuition entry. This will remove the tuition amount from your tax return.

jtmccaffrey

JohnB5677

It'll be posted in Investments and Savings. Open or continue your return. Under Federal Wages & Income Investments & Savings [+ Add Investments] Save time and connect your financi...

It'll be posted in Investments and Savings. Open or continue your return. Under Federal Wages & Income Investments & Savings [+ Add Investments] Save time and connect your financial accounts [Enter a different way] [Type it Myself] Select the box Other [Continue] Follow the interview. Review the IRS answer at How do I report the sale of my second residence? Note: If this was an inherited home, the basis value is the value as of the date your Dad passed away.

tygerlyly-db5

Is my state return status the same as the federal?

skerich555

I have tried everything to get TT 2025 desktop to calculate the 8889-T correctly. I have delete the 8889 and my W2 several times yet TT will always automatically add $1000 to line 3 making it the max...

I have tried everything to get TT 2025 desktop to calculate the 8889-T correctly. I have delete the 8889 and my W2 several times yet TT will always automatically add $1000 to line 3 making it the max amount including catch up. The IRS rejected my return twice now because the $1000 MUST be on line 7 and not added to the amount on line 3. The line 3 worksheet says it should be $4300 but the actual line 3 shows $5300. So it is impossible to add any amount above that on line 7 because that would be above the yearly limit. I have done the interview 5 times and single, no medicare, yes hcdp, self contributed 5300 (4300 + 1000), covered all year. The line 3 worksheet on the 8889 reflects all of this and correctly has $4300 BUT line 3 ends up as $5300. If it were $4300 like it should be per the worksheet, then I could add $1000 on line 7 for a total of $5300. The IRS will continue to reject the return because the catchup contribution goes on line 7 which is 0. So it looks like I have overcontributed by $1000. I have not idea why it is added $1000 out of the blue to the amount the worksheet calculates but it is totally messing up the calculation of what is the Maximum Allowable Contribution from the worksheet. The IRS will never accept $5300 because it $1000 over the limit before catch up (line 7) This has to be a programming error. I have nothing anywhere that makes me ineligible to contribute the maximum amount plus the catch up. What can I do? I cannot efile with overrides which will fixed this because that is a automatic rejection.

biolawyer

The RSA is awarded for "long term incentive" and vests over four years.

PatriciaV

According to the IRS Instructions for Schedule K-1 (Form 1041) Box 11, amounts reported on Form 1041 Schedule K-1 Box 11 Code B (non-miscellaneous itemized deductions) should be reported on the appli...

According to the IRS Instructions for Schedule K-1 (Form 1041) Box 11, amounts reported on Form 1041 Schedule K-1 Box 11 Code B (non-miscellaneous itemized deductions) should be reported on the applicable line of Schedule A. Any excess not used in the current year cannot be carried forward to future years. To enter these deductions in TurboTax, you will need to identify the non-miscellaneous deduction from the supplemental information provided with the K-1. Then review the IRS Instructions for Schedule A (Form 1040) to determine which line should be used. You can then select that topic under Deductions and Credits in TurboTax. No manual entries should be needed, nor should you need to upgrade. For instance, if you are reporting state and local taxes, go to Federal >> Deductions & Credits >> Estimates and Other Taxes Paid >> Other Income Taxes >> Withholding not already entered on a W-2 or 1099. Choose a state from the State withholdings drop-down and enter the amount from Box 11 Code B. @DCO1

swampcat

show me how to delete tuition amount

joymf59

daniel

I even added her scholarship in the "additional scholarships" box.

stromchris2

How do I show income from interest from a sale of a duplex?

leehoffman8075

Tax return rejected because of HSA how do I fix

jamieparisotto

JohnB5677

We can't make phone calls from this forum. However, you can establish a video conference with a representative. There is an additional charge. You can establish a video call by subscribi...

We can't make phone calls from this forum. However, you can establish a video conference with a representative. There is an additional charge. You can establish a video call by subscribing to TurboTax Live or Full Service. In these sessions, you can see the TurboTax representative, but they cannot see you. In addition, the representative can see your tax return. You will do the navigation, and You will make any changes to the return. How to Connect Sign in to TurboTax Select ‌ Live Help or Help Choose Contact Us or Connect with live help. Follow the prompts to select your preferred method, which may include One-way video, Phone call Or live chat. Or reach out at What's the TurboTax phone number?

ddasmunshi

David6545

I agree completely with cdc7295. My grandson's 1098T qualified education expense in block 1 is exactly the same amount as the 529 distribution reported for him on 1099Q, but when I entered informati...

I agree completely with cdc7295. My grandson's 1098T qualified education expense in block 1 is exactly the same amount as the 529 distribution reported for him on 1099Q, but when I entered information following the interview process Turbotax computed taxes on the earnings shown on 1099Q as if no qualified educational expenses had been paid. Essentially, this part of Turbotax is flawed, unreliable, and misleading. It needs to be corrected.

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Re: If the IRS approved my return, is that federal and state?

Inherited IRA / form 5329

My father died in 2024, & I received his final RMD in 2025. I also had to take my 1st RMD on beneficiary IRA when transferred in my name for 2025. How to show on taxes?

2025 Turbotax business is incorrect where it states to use the 2025 IRS IP PIN and it is calendar year 2026. How do you get the point back to users using the desktop?

Re: can i delete the school tuition amount

Spouse retired end of Sep 2025. CSA 1099-R has "UNKNOWN" in box 2a (Taxable amount). How should this be entered?

Re: Where do I enter 1099-S for the sale of my dad's , who died in 2025, house

If the IRS approved my return, is that federal and state?

Desktop HSA self contribution 8889-T 60yrs does not allow me to enter catch up $1000 amt

How do I determine the category for an "RSA" entry on my W2?

Re: Estate K-1, Box 11B TurboTax Deluxe vs Premier

can i delete the school tuition amount

where do i enter my excess tax for my car on the state of Massachusetts form?

My daughter received a scholarship from her work to pay her tuition. I need to pay taxes on the earnings from her 529 plan and the program isn't letting me do that.

How do I show income grom interest received on a sale of a duplex?

TY25_HSA rejection code how do I fix

Why do i have to psy $79. I just have one W-2.

Re: I need to have a person walk me through the returns i currently have on Turbo tax

can i fix the total interest from Foreign banks (indian)/ My total is $110.51, but turbo tax shows $3900+.

Re: Turbo tax says my child owes taxes based on 1009-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

Do you have a TurboTax Online account?

All Posts