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March 15, 2026
11:16 AM
Can i get a credit for purchasing a hot water heater i paid $1,650.00 for?
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March 15, 2026
11:16 AM
My son finished final semester of college in 2025 spring. I paid $15K from 529 distributions (this is the only withdrawal) to cover for $15422 tuition. The distribution had a basis of $12344 and earn...
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My son finished final semester of college in 2025 spring. I paid $15K from 529 distributions (this is the only withdrawal) to cover for $15422 tuition. The distribution had a basis of $12344 and earning of $2656. We don't qualify for AOTC or LLC credits due to high income. The tuition alone should cover 529 distribution and make the 529 earning tax free. but my tax refund (both federal and state) went up in turbo tax when I enter room and boarding expenses of $6410K. The refund increases further when I enter $900 of computer expenses. In fact the refund keeps increasing further as I increase computer $$$, and finally stops once I increase computer expense to $3147. My son didn't get any scholarship or any other tax free assistance. I think just the tuition of $15422 should make full 529 distribution ($15K) tax free, and entering additional $$ for room and board or computer should not change tax amount. Is there a bug in software? We live in GA where there is no special
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March 15, 2026
11:15 AM
Texas doesn’t have a personal state income tax so you won’t find a state income tax return for Texas. Please clarify if you are trying to file another type of form. Refer to the TurboTax article ...
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Texas doesn’t have a personal state income tax so you won’t find a state income tax return for Texas. Please clarify if you are trying to file another type of form. Refer to the TurboTax article Nine States With No Income Tax for more information.
March 15, 2026
11:15 AM
1 Cheer
@chesterspal In order to transfer in the 2024 data that 2025 might need, you need the .tax2024 datafile on the new computer. BUT...that may not let you examine specific 2024 items. ___________...
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@chesterspal In order to transfer in the 2024 data that 2025 might need, you need the .tax2024 datafile on the new computer. BUT...that may not let you examine specific 2024 items. _________________________ Your first step would be to make sure you've generated PDF files on the old computer for each year. Usually two for each year. One PDF as the: a) Filing Only copy, and another PDF b) with ALL the backup worksheets and forms. Transferring those to the new computer will allow to examine each year's forms in as much detail as you decide might be necessary in the future. But make sure you transfer the .tax2024 datafile too. __________________ Still, it could be advantageous for you to install the actual working 2024 and 2023 software for each year. I commonly go back to prior years to see either what I did....or how the software behaved for those prior years. For any tax year you do re-install, you'd need the .taxyyyy datafile for that year to actually open that year's prepared-and-filed tax return (other than just looking at the PDF. Only 2022, 2023, and 2024 desktop sets can be installed for the prior years. and 2022 will drop away later this year.
March 15, 2026
11:14 AM
So what you are trying to say is just get the correct one from the sprint tax , not transfer it to IRS and use it as a reference to make a 1040-x
March 15, 2026
11:13 AM
You are required to report all income even if you do not receive a form for it. If a company is not required or does not issue a 1099, you just report as Other self-employment income.
For 2025...
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You are required to report all income even if you do not receive a form for it. If a company is not required or does not issue a 1099, you just report as Other self-employment income.
For 2025, a businesses is only required to issue a 1099-NEC or 1099-MISC if payments exceed $600. If you were paid via credit card or third-party apps (like PayPal), the threshold for receiving a 1099-K is much higher (over $20,000 and 200 transactions for tax year 2025).
March 15, 2026
11:13 AM
Hi, I donated 5 different times to Goodwill throughout 2025. Each of the 5 non-cash donation dates consisted of 100 or more household/clothing items (per date) valued at $60 or less but totaling...
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Hi, I donated 5 different times to Goodwill throughout 2025. Each of the 5 non-cash donation dates consisted of 100 or more household/clothing items (per date) valued at $60 or less but totaling more than $500 per donation date. When I used It's Deductible in prior tax years for this type of situation, TT would summarize each non-cash donation date into one category (Clothing, Footwear, Accessories & Household items) and put the total FMV for that donation date as a line item on Form 8283 Section A. TT would leave columns e, f, and g blank even though the total donation was over $500. I'm assuming this was because each individual item donated was under $500. (See pic below under Questions.) Now that It’s Deductible has been discontinued, TT’s Step-by-Step process is having me input every single item I’ve donated, by donation date and FMV. My Form 8283 is now 8 pages long when it used to be only 2 pages long (when It’s Deductible was used). Initially, I tried bypassing Step-By-Step to summarize donations (like TT did when It’s Deductible existed) by lumping all the donated items into one category (Clothing, Footwear, Accessories & Household items) by donation date and putting a single FMV but when I did that then TT gave me multiple error messages, saying I needed to input information into columns e, f, and g (i.e. date acquired, how acquired, cost basis), even though TT never did in the past 20 years of tax returns I did using TT. Questions: Why is TT wanting me to fill out columns e, f, and g (i.e. date acquired, how acquired, cost basis) on Section A for Form 8283 when TT never did on my past 20 years tax returns? (Below is a screenshot of my 2024 Form 8283 filled out by TT using It's Deductible. Even though the FMV for each donation date is over $500, each individual item was under $500. This is reflected on the Contributions Worksheet, which is for my records only and not submitted to the IRS.) If I use TT Step-By-Step and input every single item I’ve donated, TT doesn’t give me any error saying I need to input info into columns e, f, and g (because each individual item is $10 or less, even though the aggregate for a single donation date is over $500) but my Form 8283 is 8 pages long. Is this acceptable to the IRS or do they want everything to be grouped into one similar category (Clothing, Footwear, Accessories & Household items) by donation date with a single FMV? If I do that though can I leave columns e, f, and g (i.e. date acquired, how acquired, cost basis) on Section A for Form 8283 blank, like TT has always done, or will I have to make up information to input into columns e, f, and g and what would that information be since I have multiple different items, purchased on different dates over the years, for multiple different prices? Thanks for your help.
March 15, 2026
11:12 AM
Dont give up friend! I got it, follow this: If you go back to your"income" tab on the left, and select "self employment income and expenses" select edit or review click the pencil next to your b...
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Dont give up friend! I got it, follow this: If you go back to your"income" tab on the left, and select "self employment income and expenses" select edit or review click the pencil next to your business (it's next to the trash can) scroll down to the bottom and click the pencil in the "Uncommmon situations" section select the box that says "I have at-risk losses carrying over from last year" Enter the losses that carried over from the previous year / follow what is in your documents. input what you have and hit continue continue inputting your information until you get to the last question On the last section, select the option "All of my investment in this activity is at risk" make sure that bubble is selected and you should be registered for being "at risk" again.
March 15, 2026
11:11 AM
The issue is that Turbo Tax confounds 1099-S with 1099-B. Although both flow into schedule D, the sofware BUG prevents capturing all required information specific to realized gains that should be rep...
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The issue is that Turbo Tax confounds 1099-S with 1099-B. Although both flow into schedule D, the sofware BUG prevents capturing all required information specific to realized gains that should be reported through 1099-S.
March 15, 2026
11:08 AM
You may need to file a California non-resident tax return to report income earned while you were in CA.
One thing to take a look at is your W-2. You can find your total wages in Box 1.
Bo...
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You may need to file a California non-resident tax return to report income earned while you were in CA.
One thing to take a look at is your W-2. You can find your total wages in Box 1.
Box 15 of your W-2 shows the states that have state wages. If you have CA listed in Box 15 and have CA wages in Box 16 and CA withholding in Box 17, then you will want to file a CA non-resident tax return.
If you do not have CA listed on your W-2, you will need to look at the CA filing requirements for non-residents here to decide whether or not you need to file. You can also ask your employer for guidance.
March 15, 2026
11:08 AM
One more time. What is the process to get free filing with TTax? I enter all the information with the acceptable forms, yet I am supposed to pay. They have me in basic program and cannot switch to fr...
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One more time. What is the process to get free filing with TTax? I enter all the information with the acceptable forms, yet I am supposed to pay. They have me in basic program and cannot switch to free. All you can do is clear and see if TTax will correctly allow you file for free…getting very time consuming. Has anyone been able to file for free? What’s the trick…file only on mobile device and not desktop?
March 15, 2026
11:07 AM
If your return is rejected because of the 1095-A: The IRS database thinks that you or a member of your household has, or has had a Marketplace policy.
You should Confirm that you and no one els...
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If your return is rejected because of the 1095-A: The IRS database thinks that you or a member of your household has, or has had a Marketplace policy.
You should Confirm that you and no one else got a 1095-A
You can use the phone number listed by state at
The Health Insurance Marketplace.
If you're sure you don't have a 1095-A you can use these steps to clear it.
Select Tax Tools
On the drop-down select Tools
There will be 2 green boxes
Select Topics Search
Type 1095-A
The question will come up Did you receive Form 1095-A for your health insurance plan?
Answer Yes
Continue to the form
Delete it using the trash can
Repeat the process
When you get to Did you receive Form 1095-A for your health insurance plan?
Answer No
March 15, 2026
11:06 AM
You will have to amend your federal tax return by preparing a 1040-NR and filing it with a 1040-X with only the explanation part filled in. You can use Sprintax to prepare the 1040-NR, and you can g...
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You will have to amend your federal tax return by preparing a 1040-NR and filing it with a 1040-X with only the explanation part filled in. You can use Sprintax to prepare the 1040-NR, and you can get the pdf of the 1040-X from the IRS website.
See I accidentally filed form 1040 instead of 1040NR. How do I fix it?
March 15, 2026
11:06 AM
1 Cheer
If you haven't received an answer from the IRS in regard to your submission, you should contact the IRS Identity Protection Specialized Unit at: Reporting identity theft.
Keep in mind that iden...
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If you haven't received an answer from the IRS in regard to your submission, you should contact the IRS Identity Protection Specialized Unit at: Reporting identity theft.
Keep in mind that identity theft cases can involve significant delays while it's processing. Most times, it could take up to 22 weeks.
To reduce the risk of future tax-related identity theft, you may voluntarily choose to get an IP PIN. Open this link: Get an identity protection PIN (IP PIN).
March 15, 2026
11:06 AM
Realizing this is an older post, this 1099-S BUG exists in the 2025 Online Turbo Tax "Premium" edition. Siad BUG remains unresolved. Check everything Turbo Tax does very carefully. The software ...
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Realizing this is an older post, this 1099-S BUG exists in the 2025 Online Turbo Tax "Premium" edition. Siad BUG remains unresolved. Check everything Turbo Tax does very carefully. The software also incurs errors when transferring data regarding realized capital gain loss from financial securities from entities like banks and investment brokerages. In short, the Turbo Tax online software, even the "Premium" edition, has serious issues with reporting realized capital gains for real estate as well as financial securities. Again, there are better products and services available today.
March 15, 2026
11:06 AM
2025 Turbotax Premier's list of states used in completing forms used for filing our taxes does not include Texas. This is causing a number of "Needs Review" requests that can not be corrected. How do...
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2025 Turbotax Premier's list of states used in completing forms used for filing our taxes does not include Texas. This is causing a number of "Needs Review" requests that can not be corrected. How do we get Turbotax to correct this error?
March 15, 2026
11:06 AM
It could be because of both situations. The first reason would be because you indicated that someone else can claim him as a dependent. If this isn't correct, you will need to go back and modify th...
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It could be because of both situations. The first reason would be because you indicated that someone else can claim him as a dependent. If this isn't correct, you will need to go back and modify that response. The second reason may be because they received scholarships that were greater than the education expenses. This would disqualify you from claiming any education credits.
March 15, 2026
11:05 AM
So I had $35,000 in SALT for property taxes and medical of $10,000 over my 7.5% of AGI. Turbo tax used the standard deduction (flipped to it after I previewed it correctly to be itemized). Sadly,...
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So I had $35,000 in SALT for property taxes and medical of $10,000 over my 7.5% of AGI. Turbo tax used the standard deduction (flipped to it after I previewed it correctly to be itemized). Sadly, I did not catch the mistake until after I filed. Reading other reviews, there is an issue with some sort of random box being checked to default to standard in some worksheets. I have tried to amend the return (and spent several hours with TT help desk on line). It seems impossible to amend the return to itemize (the details still support itemized should have been used, but TT program says its is better to pick the standard) Anyone have any luck fixing this via amending the return? I fear that I will have to file paper returns for 1040X
March 15, 2026
11:04 AM
1 Cheer
Exactly!!
March 15, 2026
11:04 AM
If you go to Forms Mode (click Forms when you are in Step by Step in Windows; click Forms when in Easy Step in Mac) and check the box in the Federal Information worksheet in Part VI to choose itemize...
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If you go to Forms Mode (click Forms when you are in Step by Step in Windows; click Forms when in Easy Step in Mac) and check the box in the Federal Information worksheet in Part VI to choose itemized even if standard deduction is larger, TurboTax will switch to Itemized and you should be able to see the change in the Refund Tracker at the top of the screen.
Have you checked to see if the Itemized Deductions you entered exceed your standard deduction for 2025? The standard deductions and other 2025 changes are listed in this TurboTax tips article.
@Ken14