Employee Tax Expert
Member profile
Enrolled Agent with over 20 years tax experience, and over 5 years working with the TurboTax community.
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- Posts
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If you manually enter your 1099-R and indicate who it belongs to, TurboTax will automatically fill in the address from the info section, so they will match. Del...
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Here's some info on the Ohio Joint Filing Credit that may solve your issue in TurboTax. @Jfro
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Using the trash can icon on the Canadian Retirement Summary page will delete the worksheet from your return, so it will not transfer over to next year's return....
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If you are filing as Head of Household you need to have a dependent who lived with you over half the year, and your home was in the US for over half the year. C...
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Don't enter your Explanation Statement directly on Form 5329. Enter it in the interview and it will transfer to the 5329. EDIT your RMD entry, continue through ...
Activity Feed for MarilynG1
- Posted Re: Correcting an autofill error on Get your taxes done using TurboTax. yesterday
- Posted Re: Ohio joint filing credit on Retirement tax questions. yesterday
- Posted Re: Canadian pension on Retirement tax questions. yesterday
- Posted Re: Why does my 2025 Turbo tax program not answer the question on the 1040-sr form about "your ma... on Retirement tax questions. yesterday
- Posted Re: TurboTax Premier Desktop for Mac is not saving the Waiver Statement in Form 5329-T. Is anyone... on Get your taxes done using TurboTax. yesterday
- Posted Re: Entering RMDs for Multiple Accounts on Retirement tax questions. yesterday
- Posted Re: Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, bu... on Retirement tax questions. yesterday
- Posted Re: Excess 401k Contributions on Retirement tax questions. yesterday
- Posted Re: Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, bu... on Retirement tax questions. yesterday
- Posted Re: How To Enter Social Security Windfall Repayment for Tax Year 2025 on Retirement tax questions. yesterday
- Posted Re: When will the update for QTP to Roth IRA conversions be available? You say to wait and check ... on Retirement tax questions. yesterday
- Posted Re: 2025 Form 5239-S text in Part XI Explanation statement is deleted or can't be saved on Tax law changes. yesterday
- Posted Re: keeps asking for canadian pension info don't have any on Retirement tax questions. yesterday
- Posted Re: 2025 RMD on Retirement tax questions. yesterday
- Posted Re: cannot find alight solutions in woodlands texas. It is pension from my employment western union on Retirement tax questions. yesterday
- Posted Re: NURSING HOME RESIDENT WITH ALL 1099 IN ANOTHER STATE on Get your taxes done using TurboTax. yesterday
- Posted Re: What were your Roth IRA contributions prior to 2025? on Retirement tax questions. yesterday
- Posted Re: Fidelity No Longer Available to Download documents From? on Retirement tax questions. yesterday
- Posted Re: Why won't 2025 Turbo Tax Deluxe won't allow manual entry of 1099R to estimate taxes due on Tax law changes. yesterday
- Posted Re: When I go to e-file my federal and mail my state it won’t let me. Keeps making me restart tha... on Get your taxes done using TurboTax. yesterday