All Posts

Is there going to be a solution for desktop versions to do CSV 8949 import?  I can wait a bit if it's coming but if it's not coming I need to get going on asking for a refund from TurboTax and finding another solution. 

Yes, Form 1310 can't be e-filed. After completing the form, send it to the IRS Service Center where the deceased taxpayer’s return would normally be filed.    See Form and instructions in link below. https://www.irs.gov/pub/irs-pdf/f1310.pdf

The accounting department claims the w-2 is correct as Box 11 is only reflecting the vesting of an executive pension plan. The pension was not paid out as a lump sum but rather is being distributed in small monthly payments. They also produced a separate w-2 for the second half of 2025 when monthly income was actually distributed from this plan.    I left box 11 blank in my Turbotax return since vesting in a pension plan is very different from receiving an actual cash distribution and there was no other way around this glitch. Was that correct?

Yea, once I realized TurboTax was trying to charge me extra just to talk to a "live expert" I tried another service (free tax usa) and had no problems, it took maybe an extra 15-30 min to just start everything over there. As long as you upload last year's tax filing when you begin, it's super easy. And much cheaper! 

The computation for taxable Social Security is made on the Social Security Benefits Worksheet.  Print or view the tax return to review the entries.   You may print or view your full tax returns prior to filing after you have paid for the software.   View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. Select Include government worksheets.  

The 2025 Form 1040X will be available March 4th.  If you've already Filed and were Accepted, you need to wait until you receive your Refund (or your Balance Due payment has been processed) before submitting an Amended Return.   There's no rush to file an amendment; it takes up to 12 weeks to process and doesn't catch up to or correct your previously filed return since it's processed separately.    @123Mocha 

I am just hitting the same problem, I think.  My daughter moved to Washington state for a new job, but has a tiny bit of income earned while in college in our state.  TT opens a box stating that I need to pay $45 for the state filing.  Her return is very simple in the original state, so I was planning to just print and mail it in. Washington, of course, doesn't require a state return.  So, why would I need to pay $45 when my order clearly states  TURBOTAX DESKTOP PREMIER TAX YEAR 2025 WIN DOWNLOAD WITH STATE ?

Yes, if you rent out only part of your home or other property, deduct the part of your expenses that applies to the rented part on Schedule E. See the IRS Instructions for Schedule E.   See also this TurboTax tips article for more information about rental property deductions.   @user17724002644 

If you're using TurboTax Online, clear your Cache and Cookies,  then add your spouse's AGI to the same amount as yours on your joint 2024 return before trying your Efile again.   @ethantheshadley 

Yes, you would choose "premature" withdrawal.    The IRS will know that you removed the excess contribution when you enter the 2026 Form 1099-R on your 2026 return. This entry will go on line 20 of the 2026 Form 5329 and then resolve the excess contribution carried over from 2025 on line 18 of the 2026 Form 5329.   Next year, on your 2026 return after you enter all Form 1099-Rs you will click continue and then get a question about your prior Roth IRA contributions. Here you will include the excess contribution amount with any other Roth IRA contributions. You can withdraw contribution anytime tax- and penalty-free. Therefore, this distribution will be tax- and penalty-free.

To get TurboTax to recognize your pension as satisfying your RMD and to get past the road block of the questions that do not pertain to you, do the following:   First, we will delete the original Form 1099-R entry:   Go to Wages & Income Select Review to the right of IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form Before you add it back in, click on Deductions & credits on the left panel to allow the system to refresh Now, click back on Wages & Income to return to input the Form 1099-R information again:   Go to Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7  and that the IRA/S/S box is not checked, then Continue Ensure the "No, the box is blank" is selected on the next screen, "Is the IRA/SEP/SIMPLE box on this 1099-R checked?", then Continue Important: When you reach, "What kind of retirement plan do you have?", select Qualified plan, then Continue When you reach, "Was This Distribution From a 403(b) Plan?", select No, it's another type of qualified retirement plan, then Continue Next, when you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Next, you are asked, "How much of this distribution applied to your December 31 RMD?" Next, select "Entire, or Some", for the amount of the distribution that applied to your RMD (amount you just entered in prior screen), Continue Next, when you see, "We found a few other questions about your situation", Continue This is where you will see questions relating to Annuity, where you will answer No to periodic payments, Continue Do you have more 1099-Rs to enter? Select No to complete the steps for this one before moving to the next one You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)

Same thing is happening to me....it's a known issue for Oregon...not sure if you live in Oregon too or if it's an issue for more than one state....I am all done with my taxes and waiting for this so I can file for about 3 weeks now. I brought it up to their attention via screen sharing and talking to their technical support and tax experts and they advised if I said that my son went to both high school and college the window opens to add expenses and you can enter them...like it did for my daughter who is in high school...It does work but I am nervous about using since the window says to only enter primary and secondary expenses and later I can enter expenses for college...but of course the window never opens...so I am still waiting for them to fix the problem so I can enter the expenses in the correct window, college...