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February 26, 2026
12:55 PM
IS MY 2024 STATE OR LOCAL REFUND TAXABLE?
If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025. If you itemiz...
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IS MY 2024 STATE OR LOCAL REFUND TAXABLE?
If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025. If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return. If you are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12. Do you see the standard deduction amount or something else?
2024 STANDARD DEDUCTION AMOUNTS
SINGLE $14,600 (65 or older/legally blind + $1950)
MARRIED FILING SEPARATELY $14,600 (65 or older/legally blind + $1550)
MARRIED FILING JOINTLY $29,200 (65 or older/legally blind + $1550)
HEAD OF HOUSEHOLD $21,900 (65 or older/legally blind + $1950)
If you need to enter the state or local refund — go to
Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099G
February 26, 2026
12:54 PM
summarizing without details is restricted to Box A and Box D items with no adjustments. otherwise IRS Instructions require details of your SELL transactions to be supplied on some Form 8949, or on...
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summarizing without details is restricted to Box A and Box D items with no adjustments. otherwise IRS Instructions require details of your SELL transactions to be supplied on some Form 8949, or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949. @wwthomp
February 26, 2026
12:53 PM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-f...
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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...
An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...
February 26, 2026
12:53 PM
I had excess 403b contribution for 2025. Created a 1099R as instructed with box 1, 2a, code P and selected 2026. The result has the amount shown in 1040-1h but the "type" field is blank. Is this a bu...
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I had excess 403b contribution for 2025. Created a 1099R as instructed with box 1, 2a, code P and selected 2026. The result has the amount shown in 1040-1h but the "type" field is blank. Is this a bug and will it result in an audit since already filed?
Note: Google search suggested the words "Excess 403b contributions" should have been entered for the "type" of other income along with the amount.
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February 26, 2026
12:52 PM
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February 26, 2026
12:52 PM
1 Cheer
Schwab has now posted that they are working to fix the problem and should have it done in 1-2 days.
February 26, 2026
12:52 PM
When will I be able to amend my 2025 return?
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February 26, 2026
12:52 PM
After installing TurboTax Desktop, what happens when you click on the TT icon? If you can give more details, we'll try to help.
Top Solutions to Fix the Startup Error
Repair Microsoft Vis...
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After installing TurboTax Desktop, what happens when you click on the TT icon? If you can give more details, we'll try to help.
Top Solutions to Fix the Startup Error
Repair Microsoft Visual C++: This is the most common fix. Go to Control Panel > Programs and Features, locate Microsoft Visual C++ 2015-2022 Redistributable (x64), right-click it, select Change, and then choose Repair. Restart your PC after the repair is complete.
Run as Administrator: Right-click the TurboTax icon and select "Run as administrator" to ensure it has necessary permissions.
Reinstall the Program: If the repair does not work, uninstall TurboTax, restart your computer, and install a fresh copy.
Disable Antivirus/Firewall: Temporarily disable security software that might be blocking the program.
Check Windows Updates: Ensure your operating system is fully updated through the ONLINE link at the top
Here's more info on Troubleshooting TurboTax Desktop Issues.
@user17721361499
February 26, 2026
12:52 PM
I'm 84 and living sparsely.
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February 26, 2026
12:51 PM
To enter a state or local tax refund (Form 1099-G) -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll ch...
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To enter a state or local tax refund (Form 1099-G) -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to 1099-MISC and Other Common Income On State and Local Tax Refunds on Form 1099-G, click the start or update button
February 26, 2026
12:51 PM
Yes just submitted two Wi returns and both rejected. If changes don’t go through until Thursday nights don’t say it’s available on a Thursday! Frustrating.
February 26, 2026
12:51 PM
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February 26, 2026
12:51 PM
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February 26, 2026
12:50 PM
Get your 2024 tax return filed. You can get the 2024 TurboTax desktop software linked here. You have to use 2024 software to file a 2024 tax return; you can't use TurboTax Online as it is only goo...
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Get your 2024 tax return filed. You can get the 2024 TurboTax desktop software linked here. You have to use 2024 software to file a 2024 tax return; you can't use TurboTax Online as it is only good for the current tax year - 2025. You will need to amend your 2025 tax return, but you should wait until the erroneously return you already filed gets processed (unless it gets rejected). You have three year to amend the return you just filed. If the return gets rejected, remove your 2024 data and use the 2024 desktop software to file your 2024 tax return.
February 26, 2026
12:50 PM
Yes. You can delete all Home Office forms and worksheets and re-enter the information. Follow these steps:
Login to TurboTax and click on Continue your return to get into the prep section.
Cl...
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Yes. You can delete all Home Office forms and worksheets and re-enter the information. Follow these steps:
Login to TurboTax and click on Continue your return to get into the prep section.
Click on Tax Tools in the left column.
Click on Tools.
In the list at the bottom, click on Delete a form.
Click Delete next to the relevant form. ex: 2106 Adj Wks (all copies) Home Office Wks (all copies) Asset Entry (related to 2106) Look under both Federal and State returns.
Click Delete Selected Form to confirm deletion.
Go back to your return and run Review again.
February 26, 2026
12:50 PM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-f...
See more...
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...
An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...
Note -
Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X.
Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf
IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf
February 26, 2026
12:50 PM
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February 26, 2026
12:50 PM
The Form 8116 line 1a appears to be fed by the 1116 worksheet, but the totals from the worksheet don't pull to the main form. The result is income from foreign source (RIC in my case) does to get ref...
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The Form 8116 line 1a appears to be fed by the 1116 worksheet, but the totals from the worksheet don't pull to the main form. The result is income from foreign source (RIC in my case) does to get reflected in row 1a, column A or column C, which results in a zero reported revenue amount being netted against the foreign taxes paid in the calculations for line 7. The ultimate result is a reported loss equal to the total for line 6 and no tax credit is taken on the return. I tried to enter an override on the form 1116, but that results in the return not passing Smart Check. How can I address this problem?