All Posts

Wrobo · ‎February 27, 2026

Note: I have deleted form 5695 and answered all of the Home Energy Credit interview questions three separate times before posting this 'Request for Help' form Turbo Tax. After answering all the inte...

Note: I have deleted form 5695 and answered all of the Home Energy Credit interview questions three separate times before posting this 'Request for Help' form Turbo Tax. After answering all the interview questions for deductions and credits for Home Energy Credits - Form 5695 is not being populated/filled out properly. The software is giving me credit for Solar Panel Project I installed; but it is not giving me credit for the Heat Pump Water Heater that I installed. In the 'forms' area, Form 5695 is flagged with a red exclamation point, and is labeled as "(Not Done)". Upon inspection of the line items on the form, I noticed the following issues: Line 21a and 21b are not marked as Yes or No, even though I answered questions in the interview section as 'Yes' Line 21c has my correct address listed - BUT - it is Red Text on a Pink background (indicating some type of issue). Line 29h is filled in with a '0' - BUT - It should be filled in with '596' - BECAUSE - line 29g is 1,988 AND line 29h should be Line 29g multiplied by 0.30 (1,988 X 0.3 = 596). Line 30 should be 596 - BUT - it is '0' Since line 29h is improperly filled out with a '0'. HELP

AmyC · ‎February 27, 2026

Do they have different letters? 1098-T, 1098-E, C, F or are they all the same letter? Did you have a loan sold to create the extra forms or refinance? You would have a form from each loan servicer....

Do they have different letters? 1098-T, 1098-E, C, F or are they all the same letter? Did you have a loan sold to create the extra forms or refinance? You would have a form from each loan servicer. Depending on what this is for, we can review rules and amounts. Would you please tell us more about your forms so we can help you?

user17719647408 · ‎February 27, 2026

Yes, I downloaded my 1099-B from Schwab into TurboTax yesterday. Previous attempts did not give me any error messages. I would get to a page that gave me the option to download into TurboTax when th...

Yes, I downloaded my 1099-B from Schwab into TurboTax yesterday. Previous attempts did not give me any error messages. I would get to a page that gave me the option to download into TurboTax when the file was ready, (a toggle button). I turned it on and hit OK button and it died there. Best I can figure my 1099-B was available for download to my computer in .pdf but wasn't available for loading directly to TurboTax until several days later. Again, I never received any error messages and TurboTax just sat there waiting for the download.

MarilynG1 · ‎February 27, 2026

If you indicated that you withdrew the excess on your 2024 return, you would not have Form 5329, as no penalty would be assessed. If contributions were made by payroll deduction, the excess would be...

If you indicated that you withdrew the excess on your 2024 return, you would not have Form 5329, as no penalty would be assessed. If contributions were made by payroll deduction, the excess would be added to your income and reported on Form 1040 automatically. Here's more detailed info on Excess HSA Contributions. @NSiw2874

abjelland · ‎February 27, 2026

I have checked everything and the only thing that might be wrong is her DL lists her middle name in full, but it just gives her initial on her tax return, however TurboTax doesn't give me a way to go ...

I have checked everything and the only thing that might be wrong is her DL lists her middle name in full, but it just gives her initial on her tax return, however TurboTax doesn't give me a way to go back in and correct that. How can I get back into it?

user17722233565 · ‎February 27, 2026

I'm working on Form 1041 for an estate which received a non-taxable legal settlement which was deposited to an estate bank account (no interest) and the money were distributed to the beneficiaries. ...

I'm working on Form 1041 for an estate which received a non-taxable legal settlement which was deposited to an estate bank account (no interest) and the money were distributed to the beneficiaries. What do I put on line 9 of Schedule B: the amount distributed to the beneficiaries or zero since there was no income earned? Thank You.

pamcintyre · ‎February 27, 2026

I have the same issue. My tax return is ready to be filed and my State requires mail in returns. Unfortunately, I cannot print the federal form 1120, at least not the first 6 pages. So, I'm unable to...

I have the same issue. My tax return is ready to be filed and my State requires mail in returns. Unfortunately, I cannot print the federal form 1120, at least not the first 6 pages. So, I'm unable to file my State return. Is this a bug fix that Intuit is working on? It seems like several people have this same issue going on for 2 or 3 weeks now.

AmyC · ‎February 27, 2026

Let's break this down. The hardship payment: personal resident - not taxable if it offsets the actual cost of temporary housing rental/ investment - rental income Corpus - lump sum paym...

Let's break this down. The hardship payment: personal resident - not taxable if it offsets the actual cost of temporary housing rental/ investment - rental income Corpus - lump sum payment is generally treated as return of capital to reduce your basis rather than being taxable income. Rentals are reported on Sch E. Investment sales on Sch D, foreign tax paid on Form 1116 @user17722201526

berryman223 · ‎February 27, 2026

cbromer1 · ‎February 27, 2026

dmarchio · ‎February 27, 2026

user17722233745 · ‎February 27, 2026

Hear this Intuit TurboTax. If my refund is even 1 penny short because of these clowns you have partnered with it will be the very last time I use your services for anything. It's bad enough that they...

Hear this Intuit TurboTax. If my refund is even 1 penny short because of these clowns you have partnered with it will be the very last time I use your services for anything. It's bad enough that they are holding it for a week. I have been using Turbo Tax for many years. I am sure H&R Block would be better that being defrauded in this manner.

DoninGA · ‎February 27, 2026

@Yago-NJ This is a personal opinion. If it were me I would use the dates provided in the TurboTax program and enter the actual amount that was paid in that month. When you use dates that are outsi...

@Yago-NJ This is a personal opinion. If it were me I would use the dates provided in the TurboTax program and enter the actual amount that was paid in that month. When you use dates that are outside the quarter end date being paid, it will cause issues. The dates for estimated tax payments are hard coded in the software for the state program. Based on the information received from the NJ Division of Taxation.

mgarry3416 · ‎February 27, 2026

We found the problem with the Georgia business returns. The state of Georgia was not accepting electronically filed business returns until Wednesday afternoon/evening

RDpr · ‎February 27, 2026

xmasbaby0 · ‎February 27, 2026

You will need help from customer support for this issue. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQ...

You will need help from customer support for this issue. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Mike9241 · ‎February 27, 2026

what i don't know is how long that audit defense you paid for is good. But here's more info The Audit Defense service is provided by TaxResources, Inc., also called TaxAudit.com, in partnership wit...

what i don't know is how long that audit defense you paid for is good. But here's more info The Audit Defense service is provided by TaxResources, Inc., also called TaxAudit.com, in partnership with TurboTax. If you paid for Audit Defense and you received a notice, call TaxResources, Inc. at 877-829-9695, or report your notice on their website at http://intuit.taxaudit.com/. Do not contact the tax agency until you have spoken to TaxResources. They may contact them on your behalf.

AmyC · ‎February 27, 2026

Since you are not the first, let's go through the steps you must take. Step 1: text or email to spouse asking for their w2 info. Keep a screenshot as proof of their lack of compliance. You have sho...

Since you are not the first, let's go through the steps you must take. Step 1: text or email to spouse asking for their w2 info. Keep a screenshot as proof of their lack of compliance. You have shown good faith effort. Step 2: consider filing form 8857 - request for innocent spouse relief so that you are taxed solely on your income. See What's an innocent spouse and how does it differ from an injured spouse? Step 3: file a paper return using your income if you are filing innocent spouse (if not, you can try to estimate their income or just file based on yours) and attach a statement of disclosure. Explain you are a resident of a community property state Spouse has refused to provide income documentation State that you are reporting your income to the best of your ability.

14doe8 · ‎February 27, 2026

tiffluv81 · ‎February 27, 2026

I filed last Sunday and have 846 code for 3/16th anyone else?

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Form 5695 Not Populating Properly

Re: i have 3 1098s which one do i use?

Re: 1099-B Schwab Import Failing: We couldn't auto-fill your return

Re: I Made excess HSA contributions in 2024, I withdrew the said amount on 02/14/2024. My 2024 fi...

My daughter's (teenager) IL tax return keeps getting rejected for Reject Code IL1040-8600-2. I can't get back in to correct her middle name on the return. Help!

Estate Return Form 1041 Schedule B line 9 (Income Required to be Distributed Currently)

Re: 2025 BUSINESS DESKTOP 1120 FORM

Re: Us tax treatment of Indian capital receipts

How do I correct and eliminate the $17,661 calculated tax on excess accumulations in retirement account?

Is anyone else having a problem with the Federal review fix for the Capital Asset Worksheet where it doesn't save "no" related to "is this a digital asset"?

I cannot start over because it says I paid but I did not pay for anything

Re: SBTPG / Santa Barbara Tax Products Group SCAM

Re: The due date for estimated tax payment for Q2 2025 should be 17 June 2025 but is 16 June in Turbotax desktop. How to fix?

Re: "Your transmission didn't go through. We could not e-file your return for the following reaso...

Issues reporting backdoor Roth conversion. Have my 1099-R data in "Wages & Income". Trying to add "Form 8606" in "Deductions & Credits" but only creates "Form 5498"

Re: unable to delete wrong state

Re: I am being audited, how do I access the audit defense services I purchased for 2023

Re: Turbotax asking for my ex wife information

Where in the program would I enter investment options contracts like regulated futures contracts and Section 1256 Options?

ddd 03-16-2026

Do you have a TurboTax Online account?

All Posts