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March 6, 2026
2:45 PM
When you enter a W-2 into TurboTax, just after this in the W-2 interview there is a screen titled "Let's check for other situations". If you check off "Inmate or lived in a halfway house", then your ...
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When you enter a W-2 into TurboTax, just after this in the W-2 interview there is a screen titled "Let's check for other situations". If you check off "Inmate or lived in a halfway house", then your wages will be transferred to line 8u, Schedule 1 (1040).
To change this, remove the checkmark next to "Inmate or lived in a halfway house" in your W-2 interview.
March 6, 2026
2:42 PM
1 Cheer
Follow these steps:
Go to the State Taxes tab and start/edit the Arizona return.
Continue through AZ past income and subtractions
Navigate to the Credits section and look for School Tax Cr...
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Follow these steps:
Go to the State Taxes tab and start/edit the Arizona return.
Continue through AZ past income and subtractions
Navigate to the Credits section and look for School Tax Credits.
Check the box that you have a carryover for private from prior year
continue
Enter the original credit and amount used credit for each year for Form 323
continue
Enter the same information again for Form 348
Switch back to Forms mode and see if the no is marked.
If there - you can continue to file
If not, override the box
Go back into step by step and go through steps 3-8 again.
Switch back to Forms mode and cancel the override.
It should be holding and you should be able to file.
March 6, 2026
2:41 PM
Hello. I have an investments account where I "sold" 22 cents of an ETF. That is the only stock sale I did in 2025. I am trying to file using the Free edition of Turbotax but it is telling me I need t...
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Hello. I have an investments account where I "sold" 22 cents of an ETF. That is the only stock sale I did in 2025. I am trying to file using the Free edition of Turbotax but it is telling me I need to upgrade to premium for $129 to finish filing, all over 22 cents! Does this seem correct and I just need to bite the bullet and pay for premium, accepting that I made a mistake?
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March 6, 2026
2:40 PM
We in the Community do not have access to your private tax data.
To review your amended return in TurboTax Online, log in and navigate to the "Tax Home" screen, where you can view your filed r...
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We in the Community do not have access to your private tax data.
To review your amended return in TurboTax Online, log in and navigate to the "Tax Home" screen, where you can view your filed returns, specifically looking at the 1040-X form. If you need to check the status or make corrections, use the "Add a State" option to re-enter the return, then select "Review". How to Review Amended Return Details
Access the Print Center: Within the specific tax year, click Tax Tools on the left menu, then Print Center to view/print a PDF of your amended return, ensuring you select "Include government and TurboTax worksheets".
Review on Tax Home: Scroll down to the "Your tax returns & documents" section to find the amended document.
Check Status: It can take up to 3 weeks for the IRS Where's My Amended Return tool to show your return status.
Important Tips
Locate 1040-X: The amended return will be designated as Form 1040-X.
Corrections: If you need to make changes, select Add a State to return to the amendment section.
Note that if your return was done/amended by a TurboTax Pro and e-filed, you should not have to send anything else.
March 6, 2026
2:39 PM
My partner and I own a Partnership LLC (Lets call it Little LLC for ease), which acts as a holding company for our shares in another Partnership LLC (we'll call it Big LLC). Our Little LLC recei...
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My partner and I own a Partnership LLC (Lets call it Little LLC for ease), which acts as a holding company for our shares in another Partnership LLC (we'll call it Big LLC). Our Little LLC receives guaranteed payments from Big LLC as well as our share of profits. I've got our K1 from the Big LLC which reports our earnings as box 1. "ordinary income" and box 4a."guaranteed payments". That all makes sense. However, when I take that K1 and enter those amounts for the 1065-k1s for my partner and I, what box should they go in? Do I combine both numbers as ordinary income? When I put them as guaranteed payments it seems wrong because we have 50K in ordinary income and 100K in guaranteed payments, so it makes it look like the business made a loss with only 50K coming in and 100k being paid out, whereas in reality, we received 150K from the business from the guaranteed payments and ordinary income combined.
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March 6, 2026
2:39 PM
Same problem, but no scroll bar
March 6, 2026
2:39 PM
Yes
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March 6, 2026
2:37 PM
Hi RogerD1, As requested, please refer to Token # 1337772. David
March 6, 2026
2:35 PM
1 Cheer
hi Mike, the trust made no distributions . There is QBI and should be an 8895 form. What I am getting when I run the federal review is one error - it states that there is QBI (of $288) and a 8895...
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hi Mike, the trust made no distributions . There is QBI and should be an 8895 form. What I am getting when I run the federal review is one error - it states that there is QBI (of $288) and a 8895 form must be included with the return. But TT Business does not create the 8895. How can I get TT to create the needed 8895?
March 6, 2026
2:34 PM
As many community members know, TT will "acknowledge" the amount taken to satisfy RMD requirement from only one 1099-R. After much anxiety and research, I finally found a box to check in the work...
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As many community members know, TT will "acknowledge" the amount taken to satisfy RMD requirement from only one 1099-R. After much anxiety and research, I finally found a box to check in the worksheet section. Has TT fixed this problem (as of March 6, 2026? After many years of using TT - which has always been a great experience - I am now considering my other options.
March 6, 2026
2:32 PM
Connecticut
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March 6, 2026
2:31 PM
After you enter a 1099R it will ask you for the RMD amount.
March 6, 2026
2:30 PM
My wife retired on disability in 1988 when she was 33. She is now 71. Minimum regular retirement age was 55. For years now Line 2a of her 1099R has shown UNKNOWN. Turbo Tax has always handled thi...
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My wife retired on disability in 1988 when she was 33. She is now 71. Minimum regular retirement age was 55. For years now Line 2a of her 1099R has shown UNKNOWN. Turbo Tax has always handled this correctly, presenting a screen which required entry of the youngest retirement age at which my wife could have retired (55), and a screen reminding me that the Simplified Method was used the previous tax year and must be used for the current tax year. Additionally, the 1099R in the Forms section allowed you to select Line 2b Taxable Amount not determined. In Turbo Tax Deluxe 2025 these screens/features do not exist. All of which, I believe, contributes to the problem I have encountered which is that Turbo Tax is stating that the Simplified Method cannot be used because my wife has not reached minimum retire age. The exact wording is as follows: "Simplified annuity starting date should not be completed. Distribution Code 3 in Box 7 indicates that this distribution results from disability and the recipient is below the minimum retirement age. The Simplified Method calculation cannot be used as the recipient does not begin recovering costs until minimum retirement age is reached. Please verify the codes in Box 7 or remove your entries on the Simplified Method Worksheet." Is there something I am missing or is this, perhaps, a software issue? Thank you for any insight you may offer.
March 6, 2026
2:30 PM
Oh gosh. Sorry. How did i land here.
March 6, 2026
2:29 PM
1 Cheer
Yes, still broken and it is March 6th. Would be nice to have some update from TurboTax.
March 6, 2026
2:28 PM
I entered individual sales yet I now see only totals. How can I get back to what I entered?
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March 6, 2026
2:28 PM
The only compensation that an S corp shareholder receives is that which is reported on the Form W-2 that the S corp issues to the shareholder. Amounts passed through to the shareholder are not compe...
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The only compensation that an S corp shareholder receives is that which is reported on the Form W-2 that the S corp issues to the shareholder. Amounts passed through to the shareholder are not compensation and cannot be used to support a solo 401(k) contribution. https://www.irs.gov/retirement-plans/retirement-plan-faqs-regarding-contributions-s-corporation
March 6, 2026
2:28 PM
1 Cheer
Are you in Canada? This is the USA forum. Here is the Canada forum https://turbotax.community.intuit.ca/tax-help
March 6, 2026
2:28 PM
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