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March 3, 2026
6:06 PM
Thanks for the reply. I guess I can't continue to e-file, as I have done for many years until this issue came up in 2024, as the copy of the 1099-R must be sent in order for them to process the retu...
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Thanks for the reply. I guess I can't continue to e-file, as I have done for many years until this issue came up in 2024, as the copy of the 1099-R must be sent in order for them to process the return. On the Form 511 (Oklahoma form that was e-filed) it plainly states under Part 3 Tax Credits and Payments line 21 : (enclose all W-2's, 1099's or other witholding statements). I would think TurboTax, at least, should add a way to attach the document Oklahoma requires to process the return. Years ago Turbotax e-file for Oklahoma included the federal return which had the W-2's, 1099's etc for Oklahoma Tax Commission to see but not anymore.
March 3, 2026
6:06 PM
MY RETURN IS UNDER REVIEW
The IRS is getting more and more vigilant to prevent identity theft and fraud. People who file very early in the season are sometimes scrutinized more. Do not take it p...
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MY RETURN IS UNDER REVIEW
The IRS is getting more and more vigilant to prevent identity theft and fraud. People who file very early in the season are sometimes scrutinized more. Do not take it personally. TurboTax does not get any information from the IRS after they accept your return, so no one at TT knows that your refund is delayed or why. All you can do is wait for the IRS to finish processing your return. Watch the refund site. If the IRS wants more information from you they will request it. If they want you to verify your identity, you must follow the IRS’s instructions in order to do that. In many cases they will send you a letter—and you will have to wait for that letter.
March 3, 2026
6:06 PM
Where does it say 877? That might be the total for federal and state combined. At the end Turbo Tax just shows you the net federal and state combined. But that is only for your info. You will stil...
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Where does it say 877? That might be the total for federal and state combined. At the end Turbo Tax just shows you the net federal and state combined. But that is only for your info. You will still get the full refund and you need to pay a tax due. You need to check your actual 1040 return line 35a. Same for state.
March 3, 2026
6:05 PM
If Social Security was your only income you do not have to file a tax return unless you have a 1095A for marketplace health insurance or unless you had tax withheld from your SS and are seeking a ref...
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If Social Security was your only income you do not have to file a tax return unless you have a 1095A for marketplace health insurance or unless you had tax withheld from your SS and are seeking a refund. If you had any other income besides the SS you might need to file.
March 3, 2026
6:04 PM
My schedule B (Parts I and II) display interest and dividend amounts for each line item in dollars and cents, instead of rounding them up from the worksheets. For example, if an amount form 1099-INT ...
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My schedule B (Parts I and II) display interest and dividend amounts for each line item in dollars and cents, instead of rounding them up from the worksheets. For example, if an amount form 1099-INT was $45.49, in the past years turbotax programs, they rounded it to $45.00 when carried to the Schedule B Part I section. Now, I see the exact amount in dollars and cents $45.49 displayed in Schedule B and all of the amounts are tallied up, and displayed in dollars and cents. Then the final sums are rounded off and displayed in 1040 section 2B and 3B in whole numbers. Is there a tax reason why TT displays the individual line amounts in dollars and cents instead of rounding it to the dollar on schedule B? I don't believe it was ever displayed like that. I know that this seems like a trivial question, but it looks so awkward on my Schedule B form and I never seen individual line amounts portrayed in dollar and cents.
March 3, 2026
6:03 PM
So, the deductible basically. Also, the credit claims to be "non-refundable" and any unused portion can roll forward for additional years.. So if I owe the state $400 and my credit is $1000.. my t...
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So, the deductible basically. Also, the credit claims to be "non-refundable" and any unused portion can roll forward for additional years.. So if I owe the state $400 and my credit is $1000.. my tax liability will then be $0 and the unused $600 will roll forward for the following year. Is that correct ?
March 3, 2026
6:02 PM
It is disappointing that despite paying hundreds of dollars for a premium tax service, I am forced to research and manually calculate significant business savings like the R&D tax credit outside of t...
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It is disappointing that despite paying hundreds of dollars for a premium tax service, I am forced to research and manually calculate significant business savings like the R&D tax credit outside of the platform. If the software is marketed for business owners, it should intuitively support these types of high-value credits without requiring external expertise. Why am I paying a premium price for TurboTax if the software ignores major business incentives?
March 3, 2026
6:02 PM
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns...
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Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns quickly and some are very slow.
STATE RETURN
Make sure your state return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/
To track your state refund:
ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
March 3, 2026
6:02 PM
1 Cheer
It would have been such a simple thing to instruct me to use the override button when I called, twice. Would also have been nice if the AI companion they use for a help feature was updated.
March 3, 2026
6:01 PM
Do you have a 1099S? If you have a 1099S you need Premium.
SALE OF HOUSE
If your gain was more than $250,000 filing Single, or more than $500,000 filing Married Filing Jointly the ...
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Do you have a 1099S? If you have a 1099S you need Premium.
SALE OF HOUSE
If your gain was more than $250,000 filing Single, or more than $500,000 filing Married Filing Jointly the sale must be reported on your tax return. Whether you re-invested the gain in to another house is irrelevant. If you have a Form 1099-S go to Federal>Wages and Income>Less Common Income>Sale of Home (gain or loss)
If you owned and lived in the home as your primary residence for at least 2 of the last 5 years on the date of the sale, you do not have to report the home sale if the gain is less than $250K filing Single, or less than $500K filing Married Filing Jointly (and you both owned and lived in the home for at least 2 years).
If you are using online TT, you need Premium software to report the 1099-S
TO ENTER THE SALE OF YOUR PRIMARY HOME
Start with Federal
Click on Wages and Income
Select Choose what I work on
Scroll down to Less Common Income
On Sale of Home (gain or loss),
Click the start or update button
NOTE: If you have ever used the home as rental property or claimed a home office, you have more information to enter
March 3, 2026
6:01 PM
That is self employment income. You can enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to the Premium version. Or use any of the Desktop CD/Do...
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That is self employment income. You can enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to the Premium version. Or use any of the Desktop CD/Download programs. You don't need to get a 1099NEC or 1099Misc or 1099K. Even if you did you can enter all your income as Cash. Only the total goes to schedule C. How to enter income from Self Employment https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653
March 3, 2026
5:59 PM
I was reviewing my amended return docs and got out. It was add the Deposit area, and now I cannot find where to access the amendment
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March 3, 2026
5:58 PM
Like what went wrong, made sure everything added up
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March 3, 2026
5:58 PM
1 Cheer
In general, a compensation structure of strictly stock is not permitted under state and federal law. Employees must be paid at least the minimum wage in cash. However, there is an exception to this...
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In general, a compensation structure of strictly stock is not permitted under state and federal law. Employees must be paid at least the minimum wage in cash. However, there is an exception to this rule if the employee qualifies for exemption under the federal Fair Labor Standards Act (“FLSA”). To qualify for the exemption, an individual must (1) be employed in a bona fide executive capacity, (2) own at least a 20% interest in the business and (3) be actively engaged in the management of the business. Obviously the owner of an S-Corp would qualify.
If you are paying yourself wages with the stock and you have no cash income, how is the company paying the payroll taxes: Employer's share of social security and Medicare, unemployment insurance, and employee withholding of social security and Medicare? I don't understand what you mean by "I then take expenses as non-reimbursed business expenses" - can you clarify?
March 3, 2026
5:58 PM
The last year me and my ex husband filed together he had unreported income while we was separated we filed and two years later they collect from taxes. He went to jail for drugs and never returned to ...
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The last year me and my ex husband filed together he had unreported income while we was separated we filed and two years later they collect from taxes. He went to jail for drugs and never returned to my home and I Had no idea he had worked for 10-99
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March 3, 2026
5:58 PM
Need help me and my wife are trying to file our Kentucky taxes and we moved to Michigan and we can’t get it to file our taxes. We have tried the 000 in front of the 6 digits and we tried 000 after th...
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Need help me and my wife are trying to file our Kentucky taxes and we moved to Michigan and we can’t get it to file our taxes. We have tried the 000 in front of the 6 digits and we tried 000 after the 6 digits. What do we need to do to fix this ?
March 3, 2026
5:55 PM
When TurboTax asks for the "individual" AGI for you and then your husband, it is looking for a match against the 2024 Oregon Department of Revenue database. Enter the Full Joint AGI from your 2024 r...
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When TurboTax asks for the "individual" AGI for you and then your husband, it is looking for a match against the 2024 Oregon Department of Revenue database. Enter the Full Joint AGI from your 2024 return into both boxes.
For an MFJ return, the "Individual AGI" for each spouse is technically the total joint amount. By entering the full amount in both fields, you satisfy the software's requirement that the total matches your 2024 filing. The Oregon Kicker for 2025 (this year) is 9.863% of your 2024 tax liability. TurboTax might be asking for these AGIs to "verify" you, but the actual calculation comes from a different line.
Open your 2024 Oregon Form OR-40.
Look at Line 22 (Tax before credits).
If TurboTax asks for "Prior Year Tax Liability," enter the amount from that specific line. If you manually enter this, the software usually stops asking for individual AGI breakdowns.
You can confirm if the software is finally getting it right by checking your 2025 return (the one you are working on now):
Line 56 of Form OR-40 is where the Kicker appears.
It should be exactly equal (2024 Line 22) X 0.09863.
March 3, 2026
5:55 PM
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March 3, 2026
5:55 PM
Are you using the Desktop program or the Online version? Are you in California? What is Premium Services? https://ttlc.intuit.com/community/choosing-a-product/help/what-is-the-premium-service...
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Are you using the Desktop program or the Online version? Are you in California? What is Premium Services? https://ttlc.intuit.com/community/choosing-a-product/help/what-is-the-premium-services-bundle/00/255... There is a separate fee to efile the state return. In the Desktop program you get one free state PROGRAM download to prepare unlimited state returns. Then each state return (including the first one) is $25 to efile. Or you can print and mail state for free. Then if you selected to have the fee deducted from your refund There is an Extra $40 Refund Processing Service charge (45 in California) for that which you can avoid by paying the state efile fee with a credit card.