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March 18, 2026
12:51 PM
Why did you not calculate my Social Security taxable amount. I was due $4400 refund and now being told by the IRS I owe over $2800. Why did I pay for your defective product? You have to know about th...
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Why did you not calculate my Social Security taxable amount. I was due $4400 refund and now being told by the IRS I owe over $2800. Why did I pay for your defective product? You have to know about this problem and you did not reach out and tell me anything. I am very very upset. Who is paying for my time to refile and address any state filing issues? Michael Humphrey
March 18, 2026
12:50 PM
@user17738446560 Not sure of the best way. I know they ask for a review after filing.....you could have your evaluation of the problem typed up and ready to post in that evaluation.....for the ...
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@user17738446560 Not sure of the best way. I know they ask for a review after filing.....you could have your evaluation of the problem typed up and ready to post in that evaluation.....for the powers-that-be to consider to be worked on for future software revisions.
March 18, 2026
12:50 PM
1 Cheer
The foreign tax credit without filing form 1116 is only applicable if it is reported on a Form 1099, not a schedule K-1. So, you will need to enter it as follows to generate the Form 1116: 1. Fr...
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The foreign tax credit without filing form 1116 is only applicable if it is reported on a Form 1099, not a schedule K-1. So, you will need to enter it as follows to generate the Form 1116: 1. From the Federal section of TurboTax, go to the Deductions and Credits section 2. Find Estimates and Other Taxes Paid 3. Choose Foreign Taxes 4. Indicate that you paid foreign taxes or have credits from prior years 5. Work through the section until you see an option to take a deduction or credit, the credit is usually better 6. Complete the rest of the section
March 18, 2026
12:50 PM
When the Chrome browser window opens for you to Sign In to your Merrill account, click the icon in front of the URL address. From the pop-up, choose 'Site Settings' and scroll down to 'Local Network...
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When the Chrome browser window opens for you to Sign In to your Merrill account, click the icon in front of the URL address. From the pop-up, choose 'Site Settings' and scroll down to 'Local Network' and choose 'Allow'.
Before the days imports became available, a Category Summary Total was entered in a tax return. Here's How to Enter a Summary in Lieu of Individual Transactions.
@Wild_Bill
March 18, 2026
12:49 PM
Thank you for confirmation of the bug and workaround. The workaround that you suggest is exactly what I did before filing earlier.
March 18, 2026
12:49 PM
To be able to efile your Massachusetts return, your name must match your Social Security Card. To fix this, go back to My info section in TurboTax and check your name, if you need to enter your midd...
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To be able to efile your Massachusetts return, your name must match your Social Security Card. To fix this, go back to My info section in TurboTax and check your name, if you need to enter your middle initial, you can enter it there.
March 18, 2026
12:49 PM
I mistakenly funded $5000 into a Roth without any wages realizing I was ineligible.
Topics:
March 18, 2026
12:48 PM
1 Cheer
You indicate the distribution was a qualified charitable donation (QCD) when you enter the 1099-R form. Where do I enter a 1099-R?
To report a QCD, you’ll use a 1099-R form. While enter...
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You indicate the distribution was a qualified charitable donation (QCD) when you enter the 1099-R form. Where do I enter a 1099-R?
To report a QCD, you’ll use a 1099-R form. While entering your 1099-R in TurboTax, be sure to select the correct box 7 distribution code. You’ll then be prompted to confirm the amount donated.
How do I enter Qualified Charitable Distributions?
March 18, 2026
12:48 PM
Topics:
March 18, 2026
12:47 PM
I’m getting told by there AI that I haven’t file my tax return yet. I’m able to check on there app and I see that I have filed them. The IRS is also saying that they can’t find anything that I haven’t...
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I’m getting told by there AI that I haven’t file my tax return yet. I’m able to check on there app and I see that I have filed them. The IRS is also saying that they can’t find anything that I haven’t filed my 2025 taxes yet.
Topics:
March 18, 2026
12:47 PM
Turbo Tax Home & Business is adding a Estimated Tax Penalty of $136 on line 38 of form 1040 when line 34 indicates an overpayment of $263. The IRS help guide says a underpayment of estimated tax is ...
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Turbo Tax Home & Business is adding a Estimated Tax Penalty of $136 on line 38 of form 1040 when line 34 indicates an overpayment of $263. The IRS help guide says a underpayment of estimated tax is avoided if the filed tax return shows owing less than $1,000. I should not have to white out my tax return to make a correction for eliminating the penalty.
It would be nice to know if this issue is fixed by contracting me at [email address removed] or [phone number removed].
Thank you,
Dan
March 18, 2026
12:46 PM
4 Cheers
I have tried that - it will not link to either person on the worksheet
March 18, 2026
12:46 PM
Thank you. I think I finally understand how this works now, lol. I will have to amend last years return. And I understand who to list as the asset owner now.
March 18, 2026
12:46 PM
Sorry, I'm still unclear about what I need to enter on form 8938 as the inheritance money was merged with non-inheritance money in my bank account. Do I subtract the inheritance amount from the maxim...
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Sorry, I'm still unclear about what I need to enter on form 8938 as the inheritance money was merged with non-inheritance money in my bank account. Do I subtract the inheritance amount from the maximum amount in my bank account and enter that as the maximum value of the account on form 8938? Thanks
March 18, 2026
12:46 PM
I am thoroughly confused about how to enter non-cash donations. My husband died in January 2024, and I am itemizing for 2025. I donated hundreds of clothes, footwear, and household items ranging from...
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I am thoroughly confused about how to enter non-cash donations. My husband died in January 2024, and I am itemizing for 2025. I donated hundreds of clothes, footwear, and household items ranging from S hooks to mesh drawstring pouches, toilet bowl cleaning cartridges, flash drives, car cup holder extenders, etc. I made these donations to 3 different charitable thrift shops in 16 different batches on different days, and many of the batches totaled over $500 in FMV. The FMV of individual items are mostly under $20, with a few exceptions for new (still in original packaging or with tags on), high-quality brands, and none of those have an FMV over $50. 1. Does the $500 rule apply to each batch or to all the donations to a single charity? 2. Does the $5,000 rule apply to each batch or to all the donations to a single charity? 3. How, exactly, do I enter these in TurboTax? I entered them in Deductible Duck and imported the TXF file, but TurboTax only took the totals for each batch, labeled each with "Needs Review," and Smart Check is requesting the acquisition date, cost/adjusted basis, etc. on the whole lot instead of the particular items. I have no idea about even the individual items, since I didn't buy most of them or years have gone by since. Same problem when I click on the Edit icon, though at least there it lets me say I got "the item" over multiple dates. 4. Do I consider items that my husband bought as purchases or inheritance? Thank you for whatever help you can provide.
March 18, 2026
12:45 PM
Sign into your TurboTax Online account or open your return and tell us what the status shows. If your return was rejected, you can make changes while you have the return open and then resubmit the ...
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Sign into your TurboTax Online account or open your return and tell us what the status shows. If your return was rejected, you can make changes while you have the return open and then resubmit the return. And can you clarify what the reject code is?
March 18, 2026
12:45 PM
Topics:
March 18, 2026
12:45 PM
To enter your Passive Loss Carryover for Airbnb reported on Schedule E in TurboTax Online, follow these steps: 1. Go to the Federal Taxes section, then select Wages & Income. 2. Scroll down to th...
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To enter your Passive Loss Carryover for Airbnb reported on Schedule E in TurboTax Online, follow these steps: 1. Go to the Federal Taxes section, then select Wages & Income. 2. Scroll down to the Rental Properties and Royalties (Schedule E) section and select Start or Update. 3. Enter your Airbnb rental property information as prompted. 4. When asked about prior year passive loss carryovers, enter the amount of your passive loss carryover from your previous tax return. This ensures your prior year passive losses are applied correctly to your current year's rental income. If you used TurboTax last year and transferred last year's return, this information may already be imported.
March 18, 2026
12:43 PM
Hi, I keep seeing that an option to amend a tax return in Turbotax is late February, early March, specific dates like March 9th, etc, etc. I feel like I missing something here. I filed by business'...
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Hi, I keep seeing that an option to amend a tax return in Turbotax is late February, early March, specific dates like March 9th, etc, etc. I feel like I missing something here. I filed by business's tax return through Turbotax and realized it was wrong. From what I can gather, I can't amend the return until the IRS "processes" my return. This, as I understand it, is the step after the IRS "accepting" my return. Here it is March 18th and there is no option on my Turbotax to amend my tax return. This is very important as I need to amend the return in order to create updated K-1's for myself and my business partners. Am I missing something? Or, do I just need to keep waiting?