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To enter Form 1099-Misc:   1. Start in the Federal section of TurboTax 2. Look in Wages and Income and find the Other Common Income section 3. Choose Income from Form 1099-MISC 4. Complete the Form 1099-MISC entries and answer the questions designed to determine the best way to report the income on your tax return  

A brand new form. The E is for electronic. The government announced last year that issuing paper checks would be eliminated. However, it is necessary sometimes. If the direct deposit fails or none is offered on the tax return.   Since it is new, I am guessing a couple of things could be happening: The IRS did a direct debit and maybe the electronic part triggered the letter. With all the changes, the IRS recently announced that they now prefers all payments be made through the IRS portal. Perhaps something is happening with your current or a prior return. Check your account transcript to see if you have a code 846 -refund issued or a code 570- account action pending. Failure to respond - the IRS will issue a paper check, if you are actually due a refund. Reference: Understanding your CP53E notice | Internal Revenue Service

Public schools typically do not offer 401(k) plans, instead providing 403(b) plans which are specifically designed for employees of tax-exempt organizations and government entities.    The primary difference between the two is that 401(k) plans are offered by for-profit corporations, and 403(b) plans are for employees in public schools and certain tax-exempt organizations. The choices in investment options may differ as well, with 401(k) offering more broad options.    The plans are similar. Both plans have identical base contribution limits and allow for tax-deferred growth, but 403(b) plans may include a "15-year rule" catch-up provision for long-tenured employees.   You can read more about the differences here: Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

At this point, I would suggest performing a "nuclear option" so you can start out with a clean copy when you manually add back the form. Here are the steps.   If using TurboTax Online:   In the left-hand menu, click Tax Tools > Tools.  Select Delete a form. Look for any form titled Form 8949, Schedule D, or Capital Asset Sales Worksheet. Delete them all. (Don't worry, the software will recreate clean versions once you re-enter your data). Log out and back in again to save the changes. If using TurboTax Desktop (CD/Download):   Switch to Forms Mode (top right).  Find Form 8949 and the Capital Asset Sales Worksheet in the left-side list. Select the form, then click the Delete Form button at the bottom of the screen. Close your return to save the change then open back up again. You will need to add your 1099B information again, but hopefully, this third time will be a charm. Before you add these, make sure your proceed amounts do not have a minus sign in front of it. If so,  enter $0 in Proceeds and add the loss amount to your Cost Basis to clear the error in TurboTax.    

In TurboTax Online, you are able to view the IRS form 1099-B information by following these steps:   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. At the screen Let's finish pulling in your investment income, the IRS form 1099-B will be listed if it was imported. You may be able to manually enter the IRS form 1099-B information by following these steps:   At the screen Let's finish pulling in your investment income, click Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue. At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue. Do these sales include any employee stock, click No. Do you have more than three sales on your 1099-B, click No. Do these sales include any other types of investments, click No. Did you buy every investment listed on your 1099-B, click Yes.  Click Continue. At the screen Now, choose how to enter your sales, select One by one.  Click Continue. At the screen Look for your sales on your 1099-B, click Continue. At the screen Now enter one sales total on this 1099-B, enter information. Click Continue. Repeat as necessary by clicking Add another sale.  Click Continue. At the screen Now, choose how to enter your sales, you may also select Sales section totals and import a .jpg of the IRS form 1099-B.  

You can enter sales tax paid in different localities to some degree.  To determine your sales tax deduction, you can use the IRS optional sales tax tables based on your residence, or calculate actual taxes paid by summing your actual receipts.  Receipts must be for unreimbursed purchase.    If you have significant purchases in a different tax rate area, you can add those specific amounts to the sales tax tables. You can also use a sales tax calculator based on the specific ZIP codes where you shop.   Keep in mind that you have to itemize your deductions in order to deduct your sales tax. Which means that if you are married filing jointly you have to have deductions in excess of your standard deduction ($31,500). Also, if you take the sales tax deduction, you can not deduct your state taxes paid.   The IRS 2026 Calculator uses your income, family size, and where you live to estimate average taxes. This calculator generally accounts for average consumption and it includes shopping in surrounding areas. This may work for you. You can try it and then use actual receipts if you think they will generate a higher deduction. If you made any major purchases (cars, boats, appliances, jewelry) in a higher-tax rate area, make sure to keep your receipts. You can add the actual sales tax paid on these specific items to the amount from the IRS tables.   To get to the screens in TurboTax where you will enter your sales tax information, you can: Click on Search at the top right of the TurboTax screen Type sales tax in the search bar Click on the link Jump to sales tax Your screen will say Sales Tax Deduction You will be given the choice to use the IRS tables or actual sales tax paid, which requires receipts.   Click here for Deductions for Sales Tax   Click here for Can I claim the sales tax deduction? Please return to Community if you have any additional information or questions and we would be happy to help.  

This article will help you download any data you had in ItsDeductible (if used previously or during the year before it was shut down in October).   A FMV calculator has been added, but it does not have the same functionality as ItsDeductible.    We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

We’re currently working on an update for Form 5695.  There will be an update on March 13.  After this day you can go back through your return, and make any changes as needed, then file your return.   If you are using TurboTax Online the program updates automatically.   If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".   You can sign up for updates here: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct? If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.  

If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

You can be assured the tax exempt interest dividends are not being taxed on your amended return.   The token has been received. When I look at your return the tax exempt interest dividends are being reported on the 1040, Line 2a and the taxable interest is on line 2b. Only the taxable dividends are reported on the 1040, Lines 3a and 3b.   The tax exempt interest dividends are included to determine the amount of taxable social security benefits which is correct.    In the Step-by-Step, when going through the 1099-DIV,  I did select Idaho for the state on the page titled: 'Tell us more about your exempt-interest dividends'. Be sure to answer that question accurately as it pertains to you.   I'm not exactly sure what the reason is for your amended return due to privacy. There is no information available on the explanation page.   @mdames 

I have been on the phone and on-line to set up an appointment with a tt expert for 1 hour 3 minutes.  I was told this is the only way to do so. How many more times am i to log into system and go through 2 factor authenication .  I am suppose to get a 6 digit code and give it to a tt expert and then set up a time to speak with him or her.   PLEASE HELP!!!!

How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund