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March 14, 2026
2:54 AM
Thanks. Seems to work after I did some overrides to clean out the 5329 and get it deleted.
March 14, 2026
2:53 AM
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March 14, 2026
2:25 AM
Thank you for this clear information
Account number 000-99999 only use portion after the - 99999
SS Number with dashes 000-00-0000 include the dashs
3 Captcha sheets
Import Succe...
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Thank you for this clear information
Account number 000-99999 only use portion after the - 99999
SS Number with dashes 000-00-0000 include the dashs
3 Captcha sheets
Import Success
Next Fund, Ooops there is a problem. It seems Franklin wants a significant amount of time between attempts to import.
It would have been much quicker and easier to type in the information than try to import.
The problem is I went paperless, and trying to find the documents on Franklin's website is equally frustrating.
March 14, 2026
2:21 AM
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March 14, 2026
2:20 AM
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March 14, 2026
1:47 AM
On desktop version, connected to Merrill with credentials. It tries to download but finally get this error. Something unexpected happened and we can’t connect to Merrill.
Try again in a few hours. ...
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On desktop version, connected to Merrill with credentials. It tries to download but finally get this error. Something unexpected happened and we can’t connect to Merrill.
Try again in a few hours. (590)
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March 14, 2026
1:31 AM
did amend your tax through Turbo tax mean to cancel the previous submission to IRS?
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March 14, 2026
1:22 AM
The bank rejected the deposit so it was sent back to intuit third party bank for them to issue a paper check.. How long does it take to receive
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March 14, 2026
1:16 AM
Do I still need to file an amended return for 2024 if I received a 2025 1099-R with PJ in box 7? No additional taxes are owed from this 1099-R related to 2024 and the funds were contributed to a Roth...
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Do I still need to file an amended return for 2024 if I received a 2025 1099-R with PJ in box 7? No additional taxes are owed from this 1099-R related to 2024 and the funds were contributed to a Roth-IRA so the contributions have already been taxed. For me the funds were invested but withdrawn March 2025 so before the filing deadline. My withdrawn funds resulted in a loss. Original contribution was $7,000 and gross distribution in box 1 is $6,675.84. I have a PJ in box 7 and no information in any other box besides a $0.00 in box 2a. Thank you for your help!
March 14, 2026
1:12 AM
No one here can track them for you, but we can tell you how to do it. First, you need to be sure your efiled state return was successfully filed. Since you efiled, be sure your efiled state ret...
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No one here can track them for you, but we can tell you how to do it. First, you need to be sure your efiled state return was successfully filed. Since you efiled, be sure your efiled state return was accepted. If you used Online TurboTax, you can check by looking at the Tax Home in your Online account. Then here's how to get to your state's refund lookup tool. FAQ: How do I track my Oklahoma state tax refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-oklahoma-tax-refund/L7sV4AYwi_US_en_US
March 14, 2026
1:02 AM
Can you track my Ok state taxes which were Efiled on 2/3/26.
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March 14, 2026
12:54 AM
The taxpayer enters the RMD portion of the 1099-R, which can not exceed line 1. Each spouse must take their own RMD. One spouse cannot take less and the other more, so that the total for the two taxp...
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The taxpayer enters the RMD portion of the 1099-R, which can not exceed line 1. Each spouse must take their own RMD. One spouse cannot take less and the other more, so that the total for the two taxpayers equals the separate amounts required.
If the RMD for one spouse was $80k but took $50K from one of their IRAs (on line 1) and made a $20K QCD, the RMD would still be $50K on that 1099-R. They would have to take $30K from another of their IRAs to meet their RMD requirement. On the second 1099-R, they would indicate an RMD no more than what's on line 1.
If $80K was indicated as the RMD on the first 1099-R, TurboTax would think there was a deficiency of $30K and produce a 5329 (even if the $30K was indicated as the RMD on their second 1099-R).
March 14, 2026
12:52 AM
@ aldanams Here's a fast way to get to the entry of a 1099-MISC for the Alaska Permanent Fund Dividend. With your return open, go to the left column menu and click on TAX TOOLS, then TOOLS. I...
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@ aldanams Here's a fast way to get to the entry of a 1099-MISC for the Alaska Permanent Fund Dividend. With your return open, go to the left column menu and click on TAX TOOLS, then TOOLS. In the Tools window click the blue button TOPIC SEARCH. In the search line enter the phrase Alaska fund without quotes. Choose the selection in the results (it may be highlighted already), and either double-click it or click GO. The next screen may ask: "Did you get a 1099-MISC?" {NOTE: If you had already been in that 1099-MISC area before, you may get a 1099-MISC Summary screen, in which case click a button to add another 1099-MISC.] After you enter the boxes from your 1099-MISC, you will get a screen "Describe the reason for this 1099-MISC." Just enter "Alaska permanent fund dividend". On the next screen, it will ask: "Do any of these uncommon situations apply?" Again choose "This was an Alaska Permanent Fund dividend distribution." Continue until you finish that section, and you will probably arrive at a "1099-MISC Summary". Scroll down to a DONE button. After clicking DONE, you should be back at the summary "Your income and expenses."
March 14, 2026
12:35 AM
That worked for me too, thanks!
March 14, 2026
12:26 AM
The 481(a) adjustment should be on the rental property Schedule E, line 19, for this property. Since it is Illinois property, the Schedule E results for this property should be in column B of the NR....
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The 481(a) adjustment should be on the rental property Schedule E, line 19, for this property. Since it is Illinois property, the Schedule E results for this property should be in column B of the NR. You have a reduced basis for the property, so the gain is increased for Federal and Illinois. This is actually a wash for Illinois. lower profit or higher loss on Scheduke E, which offsets the higher capital gain that flows from the Federal and needs to be in column B of the NR.
March 14, 2026
12:01 AM
I'm using turbo tax online, it kept asking me to fix Capital Asset Sales Worksheet: is this a digital asset Y/N. I selected the radio button No and clicked continue, but it kept going back to the sa...
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I'm using turbo tax online, it kept asking me to fix Capital Asset Sales Worksheet: is this a digital asset Y/N. I selected the radio button No and clicked continue, but it kept going back to the same worksheet and ask the same question again and again. I'm not able to Efile because of this silly bug. I saw this is reported by a lot of other people already but Turbo tax team is still not doing anything, very frustrating. Can anyone help?
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March 13, 2026
11:55 PM
Proof of extension filed
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March 13, 2026
11:54 PM
The IRS will use the address that is on your Form 1040 to mail a check.