All Posts
March 4, 2026
10:38 AM
TT Deluxe for 2025 not importing documents from Schwab 1099 as of today Mar 4, 2026. Called TT but no help, said there must be over 10K transactions; ugh not even close. Small number of transactions...
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TT Deluxe for 2025 not importing documents from Schwab 1099 as of today Mar 4, 2026. Called TT but no help, said there must be over 10K transactions; ugh not even close. Small number of transactions, not 10K. Program says were good with import but flags all docs as exclamation and no data on the 1099 forms.
March 4, 2026
10:37 AM
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to g...
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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
*If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
@MPBreese
March 4, 2026
10:36 AM
When reviewing over my Georgia tax forms, I found that the Georgia Form 500 p1-3, Georgia Itemized Deduction Smart Worksheet Item #4, is showing $10,000 as the SALT limitation. Didn't this change to...
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When reviewing over my Georgia tax forms, I found that the Georgia Form 500 p1-3, Georgia Itemized Deduction Smart Worksheet Item #4, is showing $10,000 as the SALT limitation. Didn't this change to $40,000 for tax reporting year 2025? Shouldn't this worksheet be showing the $40,000. I am using the Turbo Tax Desktop version.
March 4, 2026
10:36 AM
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March 4, 2026
10:33 AM
Federal: 1. Import of 1099-DIV didn't work in Chrome. Does work on Firefox. 2. Foreign Tax credit not handled. 3. Had to enter charitable deductions twice because it lost the data after the first tim...
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Federal: 1. Import of 1099-DIV didn't work in Chrome. Does work on Firefox. 2. Foreign Tax credit not handled. 3. Had to enter charitable deductions twice because it lost the data after the first time. Oregon: Didn't include federal tax liability. 2.Incorrectly calculated the amount of federal pension income to be excluded (didn't prorate by months of service before 10/1/1991). Didn't dedfuct Portland Arts Tax. All: As usual, only provided options to buy extra services now or to buy later, not to skip altogether, and didn't provide option to e-file just the Federal return. These are offensive self-serving aspects. Because of the many bugs, I felt I had to check many other calculations because I had no confidence in TurboTax. I will investigate other software in the future despite my decades of using Turbtax. Maybe I should have treated the software as beta and waited until much later to use it, but I like to file early for planning purposes zand to adjust withholding.
March 4, 2026
10:33 AM
1 Cheer
Enter DEX or Digital Asset Exchange for the name of the Digital Asset Service, it should allow you to move forward. You can always choose 'Other' category to enter your transaction if you prefer. Th...
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Enter DEX or Digital Asset Exchange for the name of the Digital Asset Service, it should allow you to move forward. You can always choose 'Other' category to enter your transaction if you prefer. This is used for many investment transactions that may not be named.
Your IRS form 1099-DA reports gross proceeds, the digital asset, the number of units and the number of transactions.
Select Wages & Income.
Scroll to Investments and Savings.
Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) > Add investments.
On the Save time and connect your financial accounts screen, select Enter a different way > Select Type it in myself, then Continue.
OK, let's start with one investment type, select Digital Assets > Click Continue.
On the screen Which bank or brokerage is on your 1099-DA, enter the information > Continue.
On the screen Did you get a 1099-DA from XXX?, select Yes. Click Continue.
Answer the questions at the screen Tell us about the sales on your 1099-DA
Test Scenario:
When I test a scenario I entered the following:
Number of units: .0000000567
Sales date: 12/31/2025
Proceeds: 0 (entered the zero)
On the screen 'Let us know if any of these situations apply to this sale' I selected 'None of these apply'
Any digital currency you purchase becomes income at the time you redeem or sell the digital currency and must be reported .
Cryptocurrency Guide (digital currency)
Holding Periods:
Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax)
Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)
March 4, 2026
10:33 AM
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
March 4, 2026
10:33 AM
I'm prompted for an explanation for recharacterizing my roth contribution to traditional IRA. The form includes the amount I'm recharacterizing, but it shows blanks for the dates of the contribution...
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I'm prompted for an explanation for recharacterizing my roth contribution to traditional IRA. The form includes the amount I'm recharacterizing, but it shows blanks for the dates of the contribution. It does not allow me to fill those parts out. I made those changes with the information through my brokerage account. Will that account for those dates or am I supposed to enter those dates on the explanation window. If so, how? If not should I just proceed with filing?
March 4, 2026
10:33 AM
The form is also triggering an address error when I try to review my federal forms. I have deleted the form and tried starting over, but I run into the same problem. Is there a way to fill out Form ...
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The form is also triggering an address error when I try to review my federal forms. I have deleted the form and tried starting over, but I run into the same problem. Is there a way to fill out Form 5695 manually without the interview questions? I'm using the TurboTax online platform.
Topics:
March 4, 2026
10:33 AM
Is it possible to search for a specific phrase? (It seems the default is to return hits on any words within a phrase) Also, is there any way to order the search results? (For example newest fir...
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Is it possible to search for a specific phrase? (It seems the default is to return hits on any words within a phrase) Also, is there any way to order the search results? (For example newest first) Thanks, SE
March 4, 2026
10:33 AM
1 Cheer
NY changed the reporting requirements to include the IT-225 for items not explicitly labeled on their own line. Great question!
March 4, 2026
10:32 AM
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March 4, 2026
10:32 AM
@cduston wrote: ...how do I go about doing so (combined or separate, what TT version, year, etc.)? You would have to use a 2025 version of TurboTax. You could use any desktop version of Tur...
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@cduston wrote: ...how do I go about doing so (combined or separate, what TT version, year, etc.)? You would have to use a 2025 version of TurboTax. You could use any desktop version of TurboTax since they all have the same forms. If you want to use an online version of TurboTax, you will need to use TurboTax Premium.
March 4, 2026
10:30 AM
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March 4, 2026
10:29 AM
@cduston wrote: Do I need to file this? Yes, there is taxable income and gain you need to report on your return.
March 4, 2026
10:28 AM
You need to follow the steps in undo amend to get it to correctly cancel and get back to the starting point. If you can't get there, see Second Amendment instructions. It will still be filing your ...
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You need to follow the steps in undo amend to get it to correctly cancel and get back to the starting point. If you can't get there, see Second Amendment instructions. It will still be filing your first amended, correctly!
March 4, 2026
10:27 AM
When doing my return it takes several days to over a week to complete. Every time I used TurboTax Premier on Windows and then save work, TT generates 2 files: 2025 RIP Form 1040 Individual Tax Retur...
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When doing my return it takes several days to over a week to complete. Every time I used TurboTax Premier on Windows and then save work, TT generates 2 files: 2025 RIP Form 1040 Individual Tax Return, and ~2025 RIP Form 1040 Individual Tax Return. Notice the '~' in the other file name. In addition to these 2, every time I do a File Save, TT creates another ~2025 Rout P Form 1040 Individual Tax Return file. I now have 2 ~ files. The creation/modified from Properties on these files are the same. Why is TT doing this? How do you get it to stop this? TT should only update the 2025 RIP Form 1040 Individual Tax Return file - and not be creating these other versions. These other files create confusion and is yet another example of TT behavior not common to normal app behavior on Windows.
March 4, 2026
10:27 AM
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March 4, 2026
10:26 AM
And that phone broke that I had that information on
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March 4, 2026
10:25 AM
1 Cheer
No, TurboTax will not calculate the 80% limitation on the net operating loss (NOL) deduction. You can put the allowable deduction in the program, but you need to calculate the amount to deduct. What ...
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No, TurboTax will not calculate the 80% limitation on the net operating loss (NOL) deduction. You can put the allowable deduction in the program, but you need to calculate the amount to deduct. What you need to do is calculate your allowable deduction, using IRS publication 536 if necessary. Then, use the Search icon on the top right of your screen and input "NOL" to search for help with that topic. You will find a "jump to" link there you can click on to bring you to where in TurboTax you can enter your NOL deduction.