Employee Tax Expert
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Enrolled Agent with over 20 years tax experience, and over 5 years working with the TurboTax community.
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Yes, you can do a tax-free rollover of 529 funds to a Roth IRA; however, this does not need to be reported on your tax return, particularly if you're the recipi...
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TurboTax does not include foreign income excluded on Form 2555 in Form 1116. If you have non-excluded foreign income that you paid Foreign Tax on, you'll enter ...
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If you know you're going to file using TurboTax Online, it may be worth paying for your return and having the ability to view all the forms and worksheets as yo...
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There's a question in the Rental Section interview, asking if you 'actively participate' that allows you to claim rental loss against other income. You might be...
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Have you tried deleting both Form 8960 and Schedule A and stepping through the deductions interview again? This will repopulate Schedule A and may resolve your ...
Activity Feed for MarilynG1
- Got Cheered for Re: keeps asking for canadian pension info don't have any. yesterday
- Got Cheered for Re: Is the account number the same as the control number for computershare 1099-b?. yesterday
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. yesterday
- Posted Re: Form 1116 Error on Deductions & credits. yesterday
- Posted Re: TurboTax 2023 Premier does not generate an Explanation statement for Form 1116 line 3b on Deductions & credits. yesterday
- Posted Re: TurboTax is not permitting me to deduct short-term rental losses against W2 income on Investors & landlords. yesterday
- Posted Re: How do i MANUALLY EDITING TAX FORM 8960 on Investors & landlords. yesterday
- Posted Re: Yes, you may report partial year depreciation on a Rental... on Investors & landlords. yesterday
- Posted Re: Is the account number the same as the control number for computershare 1099-b? on Get your taxes done using TurboTax. yesterday
- Posted Re: No, you cannot make any contribution to an IRA if your in... on Retirement tax questions. yesterday
- Posted Re: There is a software issue on Form 8606 line 6 preventing me from entering the 12/31/2025 valu... on Get your taxes done using TurboTax. yesterday
- Posted Re: TT not calculating proper NJ credit for taxes paid to PA municipality on Deductions & credits. yesterday
- Posted Re: 1095A overpaid amount not matching amount owed on Deductions & credits. yesterday
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- Posted Re: I filed my 2025 desktop version of my tax return. It was accepted and I received a refund. I ... on After you file. yesterday
- Posted Re: Form 5695 on Get your taxes done using TurboTax. yesterday
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- Posted Re: Why did I get error message? Your transmission didn't go through We could not e-file your ret... on Get your taxes done using TurboTax. yesterday
- Posted Re: 2025 Import from Merill Fails after successful login on Get your taxes done using TurboTax. yesterday
- Got Cheered for Re: How do I report donations to a donor advised fund?. yesterday