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not sure if this is the only problem you're having but you need to set browser permissions to allow the import, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update... See more...
not sure if this is the only problem you're having but you need to set browser permissions to allow the import, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3773709#M1402209
@VolvoGirl  Lost my internet for awhile....panicking while I restarted stuff  took too long. My battery backup actually failed with a relatively new battery.   That edit made more sense.......i.e... See more...
@VolvoGirl  Lost my internet for awhile....panicking while I restarted stuff  took too long. My battery backup actually failed with a relatively new battery.   That edit made more sense.......i.e. before vs minus ____________________ Anyhow, I can see it could have been two different things: Either: 1) they didn't actually have the right numbers entered into their box 5  or,  2)  They added all the existing boxes up and only thought the gross total should have been $57k.
Thank you. It showed me forms are being updated only once. Currently, the workflow adds them to the misc expense. Do you know when the form will be available?
No, enter the 1095-A information exactly as it appears on the 1095-A form. The software calculates the credit (or repayment) based on information from the form. 
I exercised and sold some Qualified Stock Option Shares (QSOP) in 2025. On my 1099, they are listed in the 1099-B section with the purchase price listed as the cost basis.  I was able to use the s... See more...
I exercised and sold some Qualified Stock Option Shares (QSOP) in 2025. On my 1099, they are listed in the 1099-B section with the purchase price listed as the cost basis.  I was able to use the supplemental information to use the "Adjusted cost basis" provided by Fidelity, similar to my RSU's where there was NO cost basis reported. My question is that since the sale is listed in Box 14 of my W-2 and included in my wages, was using the adjusted cost basis in my supplemental information the correct approach? Or is there another value I should be using to avoid these sales being taxed twice?
Yes How to transfer last year’s return?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=... See more...
Yes How to transfer last year’s return?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s  
Hello, I am trying to confirm that as a retired PSO receiving a state pension retirement income, if I pay for my insurance premiums post tax from that income source that I am able to deduct up to $3... See more...
Hello, I am trying to confirm that as a retired PSO receiving a state pension retirement income, if I pay for my insurance premiums post tax from that income source that I am able to deduct up to $3000 from my 1099-R amount?   Turbo tax used to ask me that question, but his year did not and I did not catch it until after filing.  I believe it went on line 5A with the PSO box checked and the deducted amount for insurance premiums in 5B.   Thank you
My New York State Teachers' Retirement System pension does not appear in the New York Subtraction section on my New York State return (IT-201), line 26. How can this be fixed?
When you go to enter your 1099-INT there will be two options, one to import your data and one to "type it in myself".  If your lender is not on the list of financial institutions that have partnered ... See more...
When you go to enter your 1099-INT there will be two options, one to import your data and one to "type it in myself".  If your lender is not on the list of financial institutions that have partnered with TurboTax then you will probably have to type the information from your 1099-INT form into the system.     You can also make a point of mentioning to your financial institution that they should partner with TurboTax the next time that you speak to them!
need to update browser permissions, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3773709#M1402209
not sure what you mean by significantly different to previous years unless you previously used desktop and switched to online?  which do you mean to use?   https://ttlc.intuit.com/turbotax-support/... See more...
not sure what you mean by significantly different to previous years unless you previously used desktop and switched to online?  which do you mean to use?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US
Yes, it is possible to mix and match your foreign taxes. IRS Publication 514 says you must choose to take a credit or a deduction for all foreign taxes you pay in a year. However, you can mix them if... See more...
Yes, it is possible to mix and match your foreign taxes. IRS Publication 514 says you must choose to take a credit or a deduction for all foreign taxes you pay in a year. However, you can mix them if specific taxes aren't eligible for the credit. You cannot take a credit and a deduction for the same tax.    Since you have the TurboTax software, go to your forms mode and select Schedule A. Go to line 6 and enter "Foreign Income Taxes on income not creditable due to U.S. loss." and then the amount. This will now become an itemized deduction."    The basis for this is found under "Exceptions for foreign taxes not allowed as a credit." It identifies Section 901(m) as the legal anchor for your situation. The text specifically states:"You paid or accrued taxes on income or gain in connection with a covered asset acquisition. Covered asset acquisitions include certain acquisitions that result in a stepped-up basis for U.S. tax purposes"   For the IRS, a "Covered Asset Acquisition" (CAA) is a technical term for a transaction where the U.S. and a foreign country disagree on the value (basis) of an asset.   The Basis Step-Up: When you inherited the home, the U.S. gave you a "stepped-up basis" to its Fair Market Value ($150,000) under Section 1014. The Foreign Disparity: The foreign country likely ignored this death-time reset and calculated your tax based on a much lower "carryover basis" (what your father originally paid). The "Disqualified" Portion: Section 901(m) says that because the foreign country is taxing "income" that the U.S. doesn't even recognize (the difference between your $50k sale and the $150k basis), that portion of the tax is disallowed as a credit. The Resulting Deduction: Because the tax is "not allowed as a credit" under this specific rule, Pub 514 grants you the exception to deduct it on Schedule A, even if you are taking the credit for other things, like your dividends.        
Don't use the social security tab, use the 1099-R tab, right underneath it.   Once you answer NO that you don't have any 1099-Rs, TurboTax will ask you about disaster distributions and then it will a... See more...
Don't use the social security tab, use the 1099-R tab, right underneath it.   Once you answer NO that you don't have any 1099-Rs, TurboTax will ask you about disaster distributions and then it will ask about your RMD.         First question should be:  
1099-INT or 1099-B?   Coupon interest from bank or brokered CDs should be reported on 1099-INT.  If you had a brokered CD the redemption may be reported on 1099-B.   https://ttlc.intuit.com/turbo... See more...
1099-INT or 1099-B?   Coupon interest from bank or brokered CDs should be reported on 1099-INT.  If you had a brokered CD the redemption may be reported on 1099-B.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-form-1099-int/L647oy31F_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US
Key issue is with repect to popups being blocked by default in many of the browser default settings. I enabled popups globally and I was able to get the fidelity import to work in Chrome. 
If your tax refund is enough to cover TurboTax fees (plus the $40 processing fee), there may be another issue that disallows use of the pay-by-refund option.  You can find additional qualificati... See more...
If your tax refund is enough to cover TurboTax fees (plus the $40 processing fee), there may be another issue that disallows use of the pay-by-refund option.  You can find additional qualifications needed to Pay-by-Refund here: Can I pay with my refund?