Employee Tax Expert
Member profile
Enrolled Agent. 5 years writing corporate (1120) tax software. 3 years 1040 tax preparation. Tenth year here at TurboTax on Community/AXC. Specialize in HSA and other health programs, and the Child and Dependent Care credit and/or exclusion
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- Posts
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The numbers on the Summary(s) are not on tax forms, so we in the Community don't always know where they come from. With a little bit of experimenting, I see th...
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Are saying that there is a payment appearing on 12/31/2024 which you did not make? Is this for your 2024 return or your 2025 return? How do you know which paym...
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How do you see that the e-file process does not like blanks for the detail but zero for the total? What is the error message? If this is happening on the e-fil...
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On this question ("was the total amount shown in the form the amount you paid tax on?"), answer YES, and it should default to the box 1 distribution. Since thi...
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I reproduced your situation by entering a 1099-R with 100.00 in 9a, and no checkmark in 2b. In the Review, I got the some reported error that you did. On that...
Activity Feed for BillM223
- Got Cheered for Re: 1099 2a Unknown. yesterday
- Posted Re: Income summary display mismatch on Get your taxes done using TurboTax. yesterday
- Posted Re: Why is my 2024 estimated taxes paid included an additional taxes paid on 12/31/2024? on Get your taxes done using TurboTax. yesterday
- Posted Re: State return rejected on Get your taxes done using TurboTax. yesterday
- Posted Re: 1099 2a Unknown on Retirement tax questions. yesterday
- Got Cheered for Re: TurboTax carrying over a withdrawn HSA excess contribution. yesterday
- Posted Re: Box 2b Total Distribution is not checked, and Box 9a is 100%. TT won't accept this combinatio... on Retirement tax questions. Tuesday
- Posted Re: Underpayment penalty- how is it calculated on Deductions & credits. Tuesday
- Posted Re: 2025 OR does not import HSA or IRA amounts from Federal on Get your taxes done using TurboTax. Tuesday
- Posted Re: where to change the HSA personal contribution amount on Deductions & credits. Tuesday
- Posted Re: 2025 OR does not import HSA or IRA amounts from Federal on Get your taxes done using TurboTax. Tuesday
- Posted Re: I am inputting a 1099-G for Virginia for 2025 and am getting an error message when I input 20... on Retirement tax questions. Tuesday
- Posted Re: What form does active military use to file in Kentucky? on Tax help for military filers. Tuesday
- Posted Re: no puedo mandar via e-file mi tax estatal de MA debido a una situacion de tax en mi declaraci... on Prosperidad Latina. Tuesday
- Posted Re: I didn't see an option to deduct my 529 contributions on my Virginia State Taxes on State tax filing. Tuesday
- Posted Re: 2025 OR does not import HSA or IRA amounts from Federal on Get your taxes done using TurboTax. Tuesday
- Posted Re: 2025 OR does not import HSA or IRA amounts from Federal on Get your taxes done using TurboTax. Tuesday
- Posted Re: I made an additional contribution to my HSA that was not counted on my W2. Where do I add it ... on Deductions & credits. Tuesday
- Posted Re: HSA Excess contribution error on Get your taxes done using TurboTax. Tuesday
- Posted Re: Taxable Excess HSA Contributions on Get your taxes done using TurboTax. Tuesday