rss.livelink.posts-in-node

Re: 1095-A & Clergy

ThomasM125 — Tue, 07 Apr 2026 22:40:42 GMT

It appears you must be salaried employed if you don't have a business entry for your clergy income. If so, you could only link the health insurance to the side job you mention.

Re: IRA rolled over within 60 Days

smith-mahon — Tue, 07 Apr 2026 22:40:13 GMT

Due to a mixup between Fidelity and Fisher Investments, the RMD was distributed into my checking account twice. The over-distribution was returned to Fidelity within 60 days. Nowhere am I led to a screen which allows me to input the amount that was repaid.

Where do you go to put in Charitible donations?

crystaljames2118 — Tue, 07 Apr 2026 22:39:39 GMT

Re: Anybody know what STRETIRE means? On my W-2 in box 14 ?

DaveF1006 — Tue, 07 Apr 2026 22:39:25 GMT

Yes, this is cryptic. When I looked at it, I thought it meant street fire, but that clearly doesn't make sense unless you knew me.

In Box 14, STRETIRE (or sometimes ST RETIRE) almost always stands for State Retirement. This code is used to report the amount of money withheld from your paychecks during the year for a state-sponsored retirement plan.

It is most common for public sector employees, such as teachers, police officers, firefighters, or other state/local government workers.
Is it a tax? Not exactly. It's a contribution to your pension or retirement fund (like a 403(b) or a state pension system).
Why is it in Box 14? Box 14 is a "catch-all" area for employers to report info that doesn't have a dedicated box elsewhere. While it's often just for your information, you might need this number for your state tax return, as some states allow you to deduct these contributions depending on the state where you live.

Be sure to enter this information in Box 14 because if your state gives a credit toward a state-sponsored plan, TurboTax will apply it.

Why is taking more than 21 days to receive my income tax return fund.

srbrace1050 — Tue, 07 Apr 2026 22:39:21 GMT

the IRS has accepted my tax return fund, but hasn't received it yet.

Has anybody else noticed that the CT income tax formula is wrong? It is adding box 16 and box 17 of the W-2 and then calculating the income tax.

claudinend — Tue, 07 Apr 2026 22:39:18 GMT

To be clear, it is TurboTax that has the formula wrong. They are adding our state tax withholdings to the Federal AGI amount before calculating the tax. Basically taxing us on our withholdings, when they weren't deducted in the first place.

Underpayment Penalty Waiver

tmmurrell — Tue, 07 Apr 2026 22:38:29 GMT

I have a friend who was legally disabled in 2018, but now TT is asking if they are retired or disabled in 2024 or 2025. Do they say yes for the waiver for the underpayment of penalty? They paid what they owed for their 2024 when they filed in 2025.

Re: Can anyone explain why my NYS refund is taking so long? Nobody has given me a clear answer yet and I would like to know where my money is. Accepted on 2/2

MiLanka — Tue, 07 Apr 2026 22:37:00 GMT

I filed on 2/9 and still- NOTHING! I was told by NYS on Friday, that nothing is wrong with my submission "things are just taking longer than usual this year" smh!

Re: Cost or Other Basis is missing from my 1099-B, but I know the amount and I'm not getting an o...

JamesG1 — Tue, 07 Apr 2026 22:36:00 GMT

In TurboTax Online, you may edit the IRS form 1099-B by following these steps:

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Scroll down to Investments and Savings and click the down arrow to the right.
Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Click to the right of the investment to be edited.
Click Edit.
At the screen Review your XXX sale, click the pencil to the right.
At the screen Review this XXX sale, scroll down to the cost basis, box 1e. Correct the entry.
If required, select The cost basis is incorrect or missing on my 1099-B.
Click Continue.
At the screen Let us know if any of these situations..., enter the information. Click Continue.
At the screen We noticed there's an issue..., enter the information. Click Continue.
At the screen Review your XXX sale, click Continue.

@Bee2

Re: Anybody know what STRETIRE means? On my W-2 in box 14 ?

xmasbaby0 — Tue, 07 Apr 2026 22:35:51 GMT

Employers often make up their own abbreviations to use for box 14, so we can only try to guess. Maybe "state retirement?" Ask the employer.

Re: Does it matter if I forgot to include information from Form 5498? Should I file an amendment?

DoninGA — Tue, 07 Apr 2026 22:35:45 GMT

A Form 5498 is an informational form only and is not entered on tax return.

Re: Form 1116 does not show up in the final tax return

pk — Tue, 07 Apr 2026 22:35:26 GMT

@bizbeh , thank you for your answers to my questions. Yes it does seem you should have been able to claim foreign tax credit.

Since this is foreign rental income, was your rental income as shown on Schedule-E ( per US rules ) a positive amount ? I ask because I saw another post that had a similar situation -- foreign rental income but while per the foreign country rules there was positive / taxable rental in come, per US rules and with depreciation, the US taxable income was negative/loss. This created a situation where there was NO foreign source income to be taxed by the US ( NIL doubly taxed income ). So none of the Foreign Tax could be used for credit. Are you in a similar situation or do you have a positive rental on Schedule-E ?

Re: Error preventing netfile form T1198

rhaddrell — Tue, 07 Apr 2026 22:35:19 GMT

Same problem. T4A Box 16 flows to line 11500. All entries on the T1198 have been double-checked and are accurate. The problem seems to be the error message - it is not accounting for a lump sum pension payment.

Re: J'ai un t4 d'un emploi au QC, mais l'employeur est en Ontario, je n'ai pas de relevé 1, que d...

TurboImpotVeronique — Tue, 07 Apr 2026 22:35:00 GMT

Pour entrer un revenu d'une autre province lorsque vous êtes résident du Québec. Vous devez simplement entrer les renseignements du T4 et sélectionner "sauter le Relevé 1".

De cette façon, vous n'aurez pas de Relevé 1 vide créé, qui pourrait générer une erreur à la fin.

Vous devriez avoir un avertissement du logiciel vous expliquant que, comme vous êtes résident du Québec et travaillez dans une autre province, vous pouvez transférer jusqu'à 45% de l'impôt retenue à la source.

Pour plus de renseignements à ce sujet, veuillez consulter la page Ligne 43800 – Transfert d'impôt pour les résidents du Québec

Merci de choisir TurboImpôt.

Re: 1099R Gross versus taxable Distribution Amounts are Different

SteamTrain — Tue, 07 Apr 2026 22:34:53 GMT

@user17755971564

Yeah, they changed the wording this year...you need to answer YES:

I have a 1099-R with box 2a a bit lower than box 1 too....A YES uses box 2a.

____________________________________

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES).

Answering YES will use the box 2a $$ amount on your for 1040. Checking lines 5a and 5b on your form 1040, before and after entering that 1099-R, and the 5b amount should be lower than line 5a.

(But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch..)

__________________________

Re: can I go back and review my CRA autofill?

TurboTax_Susan — Tue, 07 Apr 2026 22:34:44 GMT

No, there's no way to see what was auto-filled once you've left that section. But you can always run auto-fill again if you think there is something missing.

Re: THIS IS A COMMENT- NOT A QUESTION: THE TURBO TAX CALCULATOR MIS-CALCULATED MY TAXABLE INCOME. THIS IS A TURBO TAX ISSUE- THAT NEEDS TO BE CORRECTED!

DoninGA — Tue, 07 Apr 2026 22:34:09 GMT

After entering your SSA-1099 for Social Security benefits, the following screen asks you if you lived in any of the countries listed. If you skipped this screen or answered Yes then none of your SS benefits would be taxed.

You need to answer NO, you did not live in any of these countries so the SS benefits would be taxed.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

If I did not get a 1099 Div but last year the tax amount was only $34.04. Can I plug the tax amount $35.03 and file without the 1099 Div.?

piper965 — Tue, 07 Apr 2026 22:33:19 GMT

Re: Extension Verbiage Indicates Taxes Are Being Filed

pere4453 — Tue, 07 Apr 2026 22:32:42 GMT

I was pretty nervous to click the button at the end of the process, but I took a deep breath and did it anyway, and it worked fine. It only filed the extension, not all of my return.

Re: reviewing my taxes it says that i have indicated self employment income but no province selec...

TurboTax_Susan — Tue, 07 Apr 2026 22:32:21 GMT

If you've entered an amount from any of the boxes on the slips listed here, you have what the CRA considers to be self-employment or business income:

T4 slip: box 81, 82 or 83
T4A slip: box 20 or 48
T4A slip: box 28 and you answered Yes to the question Does the income declared in Box 028 consist of fees collected for services you provided? in TurboTax Online
T3 slip: box 24 (foreign business income)

If you have an amount in any of these boxes, TurboTax will ask additional questions to report the income as self-employment/business income. You only need to answer basic information, such as business name and address (can be your own), industry code, and fiscal period (Jan 01 to December 31).

If you are still not able to resolve this issue, please contact our phone support team for more assistance.