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In Section 48a, Line F on the Connecticut State Return, you still show 50% eligibility. That was correct for 2024, but in 2025 that increased to 75%. That must be fixed ASAP.
Under Additional taxes and repayments (in Miscellaneous Tax Forms), in Excess ABLE account contribution is the statement "If more than $18,000 was contributed to an ABLE account this year, enter the amount of the excess contribution..."
The correct maximum ABLE account contribution limit in 2025 was $19,000 - not $18,000. Please fix this.
Using the desktop Turbotax Business for a trust (form 1041) with a single beneficiary. There is a disagreement between the value for line 4a on the Form K1 (long term gain distributed to the beneficiary) and the value in line 18a column 1 on the Schedule D. These two values should be equal, and the difference between the total long term gain for the trust and the amount distributed to the beneficiary should show in line 18a column 2 (Turbotax initally sets this to zero). The effect of this error is that the schedule D tax calculation is wrong, effectively treating the trust's share of the capital gain as ordinary income. Turbotax allows you to manually correct the value in line 18a column1 and set it equal to the value from the K1. After making this change, schedule D is correct, but then Turbotax changes the values in the K1, making them incorrect.
In the Turbotax 2025 Desktop for Mac program, under Wages and income, Your Income, Retirement Distributions, 1099R Payments. The two boxes "I have more than one value in Box 7" and "IRA/SIMPLE/SEP box is checked" are already checked when you open the form. You can uncheck both, but when you leave the page and go back, the box "I have more than one value in Box 7" is checked again, even though there is NOT more than one value in Box 7.
If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again. So be sure to go all the way to the end of the 1099R section. They are right unless you go back.
When using the worksheet it DOES NOT split or distribute the Mortgage interest deduction for MFS.
It appears the error can be traced to the worksheet "Distributable Income for Schedule(s) K-1". Line 4 in this worksheet is the distributable income from Net long-term capital gain, and the explanation on that line says "(Schedule D, line 18a, column(1))." Note that column(1) of line 18a in schedule D is the amount distributED to the beneficiary, not the amount distributABLE. The value for this line in the worksheet should be set equal to the amount in column(3) of line 18a in Schedule D, not column(1). Fortunately, Turbotax allows you to override this worksheet value as well. So if you manually set this worksheet value equal to line 18a, column(3) in schedule D, and then manually set the value in Schedule D, line 18a, column(1) equal to the amount of capital gain distributed from the K1, then it appears everything is correct. Note that I am not a tax expert, so I recommend anyone facing this issue wait for confirmation from Turbotax.
In Turbo Tax 2025 Mac premier on 1099-R , If you input $0 for the RMD amount because the IRA was opened in 2025, the program ignores the distribution amount for that 1099-R and calculates a penalty. If you enter $1, it includes the distribution amount and no penalty is calculated.
Start here? Where? Why is there not an easy way to simply report a bug????
Here's my bug. I get an error reviewing my WI state return. It says I've marked my refund to be handled via direct deposit and that it's not valid for filing on paper. This is incorrect no matter how I file, and I intend to e-file in any case. I haven't told TT how I want to file yet, but it appears I can't move forward.
Screenshot below:
I called the toll free assistance number.
8004468848. Had to lie and say it wasn’t about my existing software or something like that to get through to a person.
Problem:
TurboTax 2025
Desktop
Married filing Jointly, both 64 years old
AGI < $123,000 but TT is not allowing 100% of IRA contributions to be deducted
I have a From 1099-R from a firm that i had an annuity with. The annuity matured in 2025 with principle and accumulated interest remitted to me. The 1099-R reports the gross amount in Box 1 with the taxable amount in box 2a. The principle investment was reported in box 5.
after inputting the form into TurboTax, the system assumed ALL funds were taxable, resulting in a monster amount due. It should have reported only the interest from Box 2a. I feel there is a glitch in the system for this form. Please advise.
I have the 2025 TurboTax Premier desktop version for Mac. There is a software glitch with the input for non-gambling income (specifically prizes for art work awards). The error message is "non-gambling winnings should not have a value. Your filing status is not married filing joint."
My wife and I are filing joint and have entered that into the correct field. It shows up on the Form 1040. We have entered her art prize award of $281 into the field of 8i on Form Schedule 1.
We have no gambling winnings.
There is an obvious error in the software. Please fix the error.
Steve
I am using TTax Deluxe Windows.
I have several IRA's. One of them, call it A, was moved by my financial advisor to a different settlement company, call it B, during 2025. I took RMD from A and later from B during 2025.
The odd situation: B had no RMD required for 2025 because there was no B in 2024.
The error: TTax ignores the RMD I took from B during 2025, calculating a form 5329 penalty.
My Workaround: I said B had an RMD of $1, and A had an RMD $1 less than it really did.
This version generated NO penalty. I of course do not want to file it this way, but will have to if TTax is not fixed.
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