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With code G in box 7, for TurboTax to treat it as a rollover to a traditional IRA, TurboTax only needs to know that the distribution was not rolled over to a Roth IRA.
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days o... See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?
Can you clarify your situation? Have you reached the FILE part of your return? What section are you in? What problems are you having? Are you looking for phone contact from an agent? ... See more...
Can you clarify your situation? Have you reached the FILE part of your return? What section are you in? What problems are you having? Are you looking for phone contact from an agent? This will be at an added cost!
Have you already filed?  If not, go back to your My Information section and you can edit the information entered.
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Here are a few FAQs to help you track your refund: When will I get my f... See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?
It depends.   First the tuition you "paid off" must have been tuition for 2025.  If it was for 2024 or earlier it is not a qualified expense for the AOC. No, you can not us tax free "grant mone... See more...
It depends.   First the tuition you "paid off" must have been tuition for 2025.  If it was for 2024 or earlier it is not a qualified expense for the AOC. No, you can not us tax free "grant money" to claim the AOC.  Furthermore, you can not "double dip" on tax benefits.  That is, you cannot use the same amount of tuition to claim the AOC and also claim the grant to be tax free.  But, declaring the grant to be partially taxable, to free up more tuition for the AOC, is usually an option.  But, you do not need a revised 1098-T to claim the AOC (generally, schools seldom issue corrected 1098-Ts).  The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.  If you claim the tuition credit, you do need to report that you got one. You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2025 expenses". Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.
To clarify, are foreign dividends the only foreign distributions you need to report, or are there others?
I think turbo tax screwed up this year, I'm going back to HRblock. You think they would know the laws by now.  Still waiting on my refund 6 weeks. Thy say they don't have control of your refund, bu... See more...
I think turbo tax screwed up this year, I'm going back to HRblock. You think they would know the laws by now.  Still waiting on my refund 6 weeks. Thy say they don't have control of your refund, but they caused the delay.
Since the property has been placed in service for "several years" you would need to file Form 3115 to report prior-year depreciation that was never taken in the current year.  Form 3115 is only avail... See more...
Since the property has been placed in service for "several years" you would need to file Form 3115 to report prior-year depreciation that was never taken in the current year.  Form 3115 is only available in TurboTax Desktop and you will need to fill it out manually.  Here's an IRS link that gives more information about Form 3115: About Form 3115, Application for Change in Accounting Method @user17733467997 
I don't know OR state tax program but I don't think the state programs provide a breakdown of the subtractions/additions in your state return from Treasuries/Munis etc.   I make a spreadsheet offli... See more...
I don't know OR state tax program but I don't think the state programs provide a breakdown of the subtractions/additions in your state return from Treasuries/Munis etc.   I make a spreadsheet offline with what I know these to be based on my 1099s and reconcile to the final numbers on state return.  Usually any discrepancies are input issue.
Go to Deductions and Credits > Your Home > Home Energy Credits and click Start.  Then answer 'yes' to the first question.     If you did not have any new energy credits to claim, just continue th... See more...
Go to Deductions and Credits > Your Home > Home Energy Credits and click Start.  Then answer 'yes' to the first question.     If you did not have any new energy credits to claim, just continue through that section until you see an input screen asking about any carryforward amounts.  It will come up toward the end of a series of questions in this section.
Try deleting an reentering the Form 1099-R, making sure when TurboTax asks what you did with the money that you say that you "did something else with the money,"  that you cashed it out.  You must no... See more...
Try deleting an reentering the Form 1099-R, making sure when TurboTax asks what you did with the money that you say that you "did something else with the money,"  that you cashed it out.  You must not indicate that you rolled the money over to another retirement account. (It doesn't matter that the distribution was done in-kind, TurboTax still refers to it as money.)  Check to see that the amount appears on Form 1040 line 5b.  Unless you your tax return includes some other distribution from an employer plan, insurance plan or annuity that is not fully taxable, line 5a should be blank.  Make sure that the Rollover box on line 5c of Form 1040 is not marked unless you rolled over some other distribution from an employer plan.
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the abil... See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?
If you continue and pay, no, you will not be required to file right away, but will be able to print all your documents.
Will this be flagged by the IRS because it doesn’t match what was submitted to them by the brokerage firm? I don’t want the hassle of an audit just because TT will not process the form as provided 
To clarify, did you have more than $1500 in interest income and was there a foreign tax reported on line 6 on a 1099 INT or Line 7 of a 1099 DIV?
Did you print all forms and worksheets?   Here's how to get all the forms and schedules.   TurboTax Online: Sign in to your TurboTax Account. Scroll down to the "Your tax returns & do... See more...
Did you print all forms and worksheets?   Here's how to get all the forms and schedules.   TurboTax Online: Sign in to your TurboTax Account. Scroll down to the "Your tax returns & documents" section. Select the specific tax year you need (e.g., 2024). Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center). In the left-hand menu, select Tax Tools > Print Center. Select Print, save or preview this year's return. The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms." Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.   TurboTax Desktop: If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app). Open your saved .tax file. Go to File > Print. In the print window, select the radio button for "All forms and worksheets." Choose "Save as PDF" to keep a digital copy with every detail.
Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, ... See more...
Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.