All Posts
February 28, 2026
11:11 AM
When I go to edit Retirement Savings Contribution Credit it just wants to check and ask for an uprade again. My savings is 77 the cost for filing then is 79, hell no.
Topics:
February 28, 2026
11:10 AM
Thank you all for this. It sucks that I had to start from scratch to see it. Rather than continue though, I went to a competing product and got filed in less time than with TT this year and for les...
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Thank you all for this. It sucks that I had to start from scratch to see it. Rather than continue though, I went to a competing product and got filed in less time than with TT this year and for less overall cost (even in DIY). I also do not appreciate the manipulation to pay nearly $200 for something I never used because it was a trap all the way until filing discovering how much in cost there is to file. I value my time and there was also a glitch with Turbotax with W2 imports this year, kind of annoying where duplication occurred. Maybe next year is the year?
February 28, 2026
11:10 AM
Hi Melinda, I checked Lines: 'ForeignIncmSection951ACrAmt' - Line 25 'ForeignBranchIncomeCrAmt' - Line 26 'ForeignPassiveIncTaxCreditAmt' - Line 27 'ForeignGeneralIncTaxCreditAmt' - Line 28 ...
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Hi Melinda, I checked Lines: 'ForeignIncmSection951ACrAmt' - Line 25 'ForeignBranchIncomeCrAmt' - Line 26 'ForeignPassiveIncTaxCreditAmt' - Line 27 'ForeignGeneralIncTaxCreditAmt' - Line 28 'ForeignIncmSection901jCrAmt' - Line 29 'ForeignIncRsrcdTreatyTaxCrAmt' - Line 30 'ForeignIncLumpSumDistribCrAmt' - Line 31 'TentativeForeignTaxCreditAmt' - Line 35 The only change is that lines 32 and 33 now also have a zero as did 35 in the prior version. Is this safe to refile? I also backed up my return and reinstalled my desktop version and restarted my computer. Thank you.
February 28, 2026
11:10 AM
After receiving a notification that support for the 2025 Amended Return was available, I logged in TurboTax desktop and amended my return (I had to add a 1099-MISC) that I received after filing my 20...
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After receiving a notification that support for the 2025 Amended Return was available, I logged in TurboTax desktop and amended my return (I had to add a 1099-MISC) that I received after filing my 2025 Taxes. Everything went smoothly including the e-filing portion of it. 10mn later, I got a notification that my Federal Amended Return was REJECTED with pretty much no explanation, while my State Amended Return was pending. I called Intuit Support immediately and learned from a CS Rep that I waited almost 30mn to talk to that my Amended Return was rejected because it cannot be processed by the IRS until March 6!!! This doesn't make any sense! Why would Intuit release a software that allows you to amend a return but can't be processed by the IRS until later? Couldn't they wait until the WHOLE PROCESS was supported instead of allowing you to file an amended return that goes nowhere? Oh and one more thing: 1hr later, I received a new notification that my Amended State return was .................. ACCEPTED!!! This is absolutely ridiculous! I thought that a State Tax return couldn't be accepted if its Federal counterpart was rejected. Apparently, it's not the case. Bottom line, I have no idea how and when this will be corrected and what I am supposed to do. Thanks Intuit and TurboTax for creating this mess!
February 28, 2026
11:10 AM
I need an expert to do by taxes for me on the senior refund program
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February 28, 2026
11:10 AM
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
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Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
February 28, 2026
11:09 AM
You should not need a 1099 to enter this.
To enter your sale of mineral rights without a 1099 select the following:
Federal
Income
Stocks, Crypto currency, Mutual Funds, Bonds, Other
...
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You should not need a 1099 to enter this.
To enter your sale of mineral rights without a 1099 select the following:
Federal
Income
Stocks, Crypto currency, Mutual Funds, Bonds, Other
Add Investment
Skip Import
Other
Enter who paid you
Other
Enter the information that you have from your records. You do not need a 1099 to do so.
February 28, 2026
11:09 AM
I need my agi
Topics:
February 28, 2026
11:08 AM
1 Cheer
did you manage to file successfully by manually changing the check box (25e) or changing form, saving and filing still give the same result/rejection? Reason for asking is I have desktop version. S...
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did you manage to file successfully by manually changing the check box (25e) or changing form, saving and filing still give the same result/rejection? Reason for asking is I have desktop version. Since I my return is rejected 4 times, I do not want to try another time unless someone has successfully filed with this manual change.
February 28, 2026
11:08 AM
I read that thread but the scenario seems different than mine. In that thread the person is describing actual sales on a 1099B and they need to adjust their cost basis on those sales using the expen...
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I read that thread but the scenario seems different than mine. In that thread the person is describing actual sales on a 1099B and they need to adjust their cost basis on those sales using the expense factors. But I have no sales on the 1099B and none of the shares in the gold trust were sold.
February 28, 2026
11:08 AM
Follow these steps:
Under FEDERAL TAXES tab, Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings.
Did you have investment inco...
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Follow these steps:
Under FEDERAL TAXES tab, Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings.
Did you have investment income in 2025? YES
On the Let's finish pulling in your investment income- click on the Add Investment button
On the Let Us Enter Your Bank and Brokerage Tax Documents, click on Skip Import
OK, let's start with one investment type- choose Collectibles then Continue
Tell us more about this sale <Name> Continue
Now, enter one sale for <Name>
February 28, 2026
11:08 AM
1 Cheer
Yes, you will generate a K1 from the Form 1041 for the interest income. This will then be reported on your individual tax return.
When the condo is sold the cost basis is the fair market value...
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Yes, you will generate a K1 from the Form 1041 for the interest income. This will then be reported on your individual tax return.
When the condo is sold the cost basis is the fair market value on the date of death plus the cost of any capital improvements made after you inherited it (not repairs but improvements that are capital in nature). Maintenance expenses would be part of the selling expenses.
If you never lived in it or used it as a personal residence it will be an investment sale and you can report it as follows in 2026.
The expenses of sale will reduce any gain or increase any loss as well. This is entered as the sale of investment property and can be entered as follows.
Enter the inherited property sale in TurboTax using the steps provided.
Open or continue your return: Choose the Search box and type 'sale of second home' then use the Jump to link to enter your inherited sale) or follow the menu. In TurboTax Online select 'See more' in the FAQ then click 'sold second home'.
Under Wages & Income scroll to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
Answer Yes on the Did you sell any stocks, mutual funds, bonds, or other investments in 2025? screen
If you land on the Your investment sales summary screen, select Add More Sales
On the OK, let's start with one investment type screen, select Other, then Continue
On the Tell us more about this sale screen, enter the name of the person or institution that brokered the sale
On the next screen, select Other (choose this also for inherited homes) then select I inherited it under How did you receive this investment? (For TurboTax Desktop you can enter a description of 'Inherited Home' and long term holding period).
Note: If you do or did use it as your personal home or second home, no loss will be allowed and any gain would be taxable.
@LGTX
February 28, 2026
11:08 AM
Status on when I get my refund
Topics:
February 28, 2026
11:07 AM
I know the tax law here. The problem is a bug. The losses were from the MA lottery, not elsewhere. The numbers were on the Form Schedule X and Schedule Y but TT still would do nothing to file....
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I know the tax law here. The problem is a bug. The losses were from the MA lottery, not elsewhere. The numbers were on the Form Schedule X and Schedule Y but TT still would do nothing to file. Just continuously looped saying we need more information, then submitting again, and a repeat. Several times. It should have asked a question if the losses were associated from the same state and/or from the same gambling platform and accept the losses and go on with e-file. $25 is not a big deal to me, but the issue should be addressed by Intuit. It's a problem. Data is there but TT apparently does not see it, or when it took in the W-2G asked a couple questions that were clear to place losses so TT could connect the inputs.
February 28, 2026
11:07 AM
Did you e-file?
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The I...
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Did you e-file?
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.
Or have you just changed your mind about preparing a tax return? You can clear out the information and just abandon the account if you have not e-filed.
If you have not registered, paid or e-filed you can clear and start over --- or just do not start over....
CLEAR AND START OVER
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost
February 28, 2026
11:07 AM
So I'm on the same computer as last year, a Dell PC. Last year I used the online version of Turbo Tax, this year I picked up the desktop version, which I've used previously. I tried to import the 202...
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So I'm on the same computer as last year, a Dell PC. Last year I used the online version of Turbo Tax, this year I picked up the desktop version, which I've used previously. I tried to import the 2024 file from the online version, and it will not find it. Do we have a fix for this?
February 28, 2026
11:07 AM
I got an unanticipated late 1099-misc form after I already completed my Fed & State Tax filing. Refunds for both landed in the bank before I started this attempt to Amend the returns. The federal ret...
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I got an unanticipated late 1099-misc form after I already completed my Fed & State Tax filing. Refunds for both landed in the bank before I started this attempt to Amend the returns. The federal return was rejected (State pending). Details follow: I went through the Turbo tax (desktop Mac edition) for my amended return. In the transmit electronically phase the federal return was rejected. it says, "Rejected: Return reviewed. After fixing your errors, we'll help you file your return again." But when selecting the 'review again text' nothing happens. Michigan is pending. Any ideas what happened and how to proceed? This should have been easy, I just added one 1099-misc form and followed through following all prompts. No errors detected or displayed in the final review phase. I have no idea how to now proceed. My hope is to still e-file both state and federal amended return and have the additional tax I owe to federal deducted from the same account that received the refund. It's a small adjustment. I appreciate suggestions, especially those leading to a solution 🙂. An auto-generated email from intuit provided the following regarding this issue: Intuit said, “What happened /Return/ReturnData/IRS1040X/NetChangeOrigRptOrPrevAdjGrp/TotalAdditionalDeductionsAmt - Data in the return is missing or invalid. Please double check your entries”
February 28, 2026
11:06 AM
The message also says that my adjusted gross income exceeds maximum limit of $180k. However, my 529 withdrawal was less than tuition expenses and qualified expenses. When looking at the 'Part VI...
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The message also says that my adjusted gross income exceeds maximum limit of $180k. However, my 529 withdrawal was less than tuition expenses and qualified expenses. When looking at the 'Part VI ' Education Expenses' on the Tax Return it shows a $10,000 Adjustment on line 18 'Used for credit'. From what I can gather, that is used by TT to optimize for the American Opportunity or Lifetime Learning credit (neither of which I qualify). It appears that there used to be a way to zero out the credit amount in TT. However, that no longer appears to be an option. How can I remove that adjustment so that I am not paying tax on my 529 withdrawal?
Topics:
February 28, 2026
11:05 AM
You do not need the claim reimbursement number. You will simply need to enter the amount you were reimbursed.
February 28, 2026
11:05 AM
I go to Stocks, other, etc. to enter the sale, for which I did not receive a 1099. The program will not let me continue without entering a 1099.