All Posts

rpuryear78 · ‎February 28, 2026

Status on when I get my refund

jwferris2212v2 · ‎February 28, 2026

I know the tax law here. The problem is a bug. The losses were from the MA lottery, not elsewhere. The numbers were on the Form Schedule X and Schedule Y but TT still would do nothing to file....

I know the tax law here. The problem is a bug. The losses were from the MA lottery, not elsewhere. The numbers were on the Form Schedule X and Schedule Y but TT still would do nothing to file. Just continuously looped saying we need more information, then submitting again, and a repeat. Several times. It should have asked a question if the losses were associated from the same state and/or from the same gambling platform and accept the losses and go on with e-file. $25 is not a big deal to me, but the issue should be addressed by Intuit. It's a problem. Data is there but TT apparently does not see it, or when it took in the W-2G asked a couple questions that were clear to place losses so TT could connect the inputs.

xmasbaby0 · ‎February 28, 2026

Did you e-file? You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The I...

Did you e-file? You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back. Or have you just changed your mind about preparing a tax return? You can clear out the information and just abandon the account if you have not e-filed. If you have not registered, paid or e-filed you can clear and start over --- or just do not start over.... CLEAR AND START OVER https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

Not_thrilled · ‎February 28, 2026

So I'm on the same computer as last year, a Dell PC. Last year I used the online version of Turbo Tax, this year I picked up the desktop version, which I've used previously. I tried to import the 202...

So I'm on the same computer as last year, a Dell PC. Last year I used the online version of Turbo Tax, this year I picked up the desktop version, which I've used previously. I tried to import the 2024 file from the online version, and it will not find it. Do we have a fix for this?

DigitalWinePress · ‎February 28, 2026

I got an unanticipated late 1099-misc form after I already completed my Fed & State Tax filing. Refunds for both landed in the bank before I started this attempt to Amend the returns. The federal ret...

I got an unanticipated late 1099-misc form after I already completed my Fed & State Tax filing. Refunds for both landed in the bank before I started this attempt to Amend the returns. The federal return was rejected (State pending). Details follow: I went through the Turbo tax (desktop Mac edition) for my amended return. In the transmit electronically phase the federal return was rejected. it says, "Rejected: Return reviewed. After fixing your errors, we'll help you file your return again." But when selecting the 'review again text' nothing happens. Michigan is pending. Any ideas what happened and how to proceed? This should have been easy, I just added one 1099-misc form and followed through following all prompts. No errors detected or displayed in the final review phase. I have no idea how to now proceed. My hope is to still e-file both state and federal amended return and have the additional tax I owe to federal deducted from the same account that received the refund. It's a small adjustment. I appreciate suggestions, especially those leading to a solution 🙂. An auto-generated email from intuit provided the following regarding this issue: Intuit said, “What happened /Return/ReturnData/IRS1040X/NetChangeOrigRptOrPrevAdjGrp/TotalAdditionalDeductionsAmt - Data in the return is missing or invalid. Please double check your entries”

tt_user_0801 · ‎February 28, 2026

The message also says that my adjusted gross income exceeds maximum limit of $180k. However, my 529 withdrawal was less than tuition expenses and qualified expenses. When looking at the 'Part VI...

The message also says that my adjusted gross income exceeds maximum limit of $180k. However, my 529 withdrawal was less than tuition expenses and qualified expenses. When looking at the 'Part VI ' Education Expenses' on the Tax Return it shows a $10,000 Adjustment on line 18 'Used for credit'. From what I can gather, that is used by TT to optimize for the American Opportunity or Lifetime Learning credit (neither of which I qualify). It appears that there used to be a way to zero out the credit amount in TT. However, that no longer appears to be an option. How can I remove that adjustment so that I am not paying tax on my 529 withdrawal?

Vanessa A · ‎February 28, 2026

You do not need the claim reimbursement number. You will simply need to enter the amount you were reimbursed.

surferedrr · ‎February 28, 2026

I go to Stocks, other, etc. to enter the sale, for which I did not receive a 1099. The program will not let me continue without entering a 1099.

StarGirl18 · ‎February 28, 2026

Ok I finally, finally got the Schedule K1 to come up, filled that all in, with the info above. Saved it. Opened it again and I still don't see the interest showing up in Schedule B or Schedule E p. 2...

Ok I finally, finally got the Schedule K1 to come up, filled that all in, with the info above. Saved it. Opened it again and I still don't see the interest showing up in Schedule B or Schedule E p. 2. , could the negative amount of (530) be the culprit? Like it canceling out the 30?

ReneV4 · ‎February 28, 2026

Si se puede. Para enmendar su declaracion, se necesita usar Formulario 1040X. La recomendacion es esperar hasta que su declaracion original se haya procesado por el IRS antes de mandar su Formu...

Si se puede. Para enmendar su declaracion, se necesita usar Formulario 1040X. La recomendacion es esperar hasta que su declaracion original se haya procesado por el IRS antes de mandar su Formulario 1040X. Para enmendar su declaracion en TurboTax, sigua estos pasos: En su Pagina de inicio, despacese hacia abajo y haga cliq en Tus declaraciones y documentos de impuestos Haga cliq en Enmendar (cambiar) la declaracion de impuestos, y seleccione el año que desea enmendar

Scott58-G · ‎February 28, 2026

M-MTax · ‎February 28, 2026

@StarGirl18 wrote: ...was I suppose to enter it on a different form? Well, there is a section for investment income and one of the subheadings is "Schedule K-1". There is a Start button to t...

@StarGirl18 wrote: ...was I suppose to enter it on a different form? Well, there is a section for investment income and one of the subheadings is "Schedule K-1". There is a Start button to the right of that which should take you to the K-1 entry screens.

siverthread · ‎February 28, 2026

Forms View - I noticed that the Student Info worksheet, "Part IV Educational and Institution and Tuition Summary" has a 1098T listed twice. There is only one (1) 1098-T form. The first entry text ...

Forms View - I noticed that the Student Info worksheet, "Part IV Educational and Institution and Tuition Summary" has a 1098T listed twice. There is only one (1) 1098-T form. The first entry text values are blue and the secound (duplicate) text values are black in color. I caught this during a smart check of my state (Ohio) return when it listed a total for scholarships that was double the total amount. How do i remove the duplicate 1098T entry ?

surferedrr · ‎February 28, 2026

disilvios1 · ‎February 28, 2026

I'm married, filing jointly with high income. I withheld 117% of my 2024 total tax (including estimated taxes paid) for 2025 and still own more. TT initially calculated an underpayment penalty of $40...

I'm married, filing jointly with high income. I withheld 117% of my 2024 total tax (including estimated taxes paid) for 2025 and still own more. TT initially calculated an underpayment penalty of $404. I even went through the annualized calculations and reduced the penalty to $230. I was not able to find a way to select the exemption for paying more than 110% of my prior year taxes even though TT clearly knows those figures. Is there a way to force the "more than 110%" exemption to eliminate the penalty? I've been using TT since 1997 so it's not like I'm new to this.

pd0813 · ‎February 28, 2026

TedSteier1 · ‎February 28, 2026

I have a Schedule- D Form to carry forward a tax loss from selling stocks> Can you tell me where i can find one?

ProphestPriestAndKing · ‎February 28, 2026

Hello esteemed members. I have 3 kids and each have custodial accounts and each have received 1099 that includes 1099-INT, 1099-DIV, and 1099-B. I have seen conflicting responses (perhaps due to ...

Hello esteemed members. I have 3 kids and each have custodial accounts and each have received 1099 that includes 1099-INT, 1099-DIV, and 1099-B. I have seen conflicting responses (perhaps due to change in recent law?) on whether or not custodial accounts "need" to be filed, and whether they "need" to be filed separately instead of part of the my (the parents') taxes. To be specific (because all 3 accounts are managed similarly), they have INT and DIV that together made less than $50, and 1099-B that reported losses of about $200, so overall loss. My questions are: 1. Am I required to file each kids' activity to IRS? 2. If so, must I report them under their own return (is it because of the presence of 1099-B?) 3. If I don't need to report them, am I primarily losing the benefit of offsetting future capital gains? Thank you. I tried reviewing past questions and IRS child rules and none seem to answer this scenario.

ron · ‎February 28, 2026

baldietax · ‎February 28, 2026

https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/ https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-li...

https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/ https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Can u please update

Re: Turbo Tax Error with Gambling losses in MA

Re: How can i cancel my tax returns

Re: Attempting to import last year's tax return but TurboTax will not do it. Found the correct file, selected it, but Continue doesn't work.

Amended 1040 X Federal transmission error 2025 return (Desktop Turbo Tax Deluxe for Mac edition)

I'm getting the message "You can't claim tuition and other fees" and getting taxed on funds withdrawn from 529 to pay for tuition.

Re: where do I show insurance claim reimbursement on rental property?

Sale of mineral interest

Re: Beneficiary K-1 worksheet not tranferring my interest to 1040 or Schedule E

Re: PUEDO ENMENDAR MI DECLARACION?

where do I show insurance claim reimbursement on rental property?

Re: Beneficiary K-1 worksheet not tranferring my interest to 1040 or Schedule E

Student Info worksheet, part IV has the 1098T listed twice

Im trying to report the sale of a mineral interest. I've gone to Stocks, Other, etc The program will not let me continue without entering inform from a 1099. There was no 1099 issued

Underpayment Penalty Waiver

I need help with which forms to maik out for my MA return. I live in MA and work in CT, and don’t want to forget anything or put in too much

How can I get a Schedule D Form????

Custodial Account 1099-B with Losses - required filing?

How do you report wash sale loss disallowed (1g) from your 1099-B?

Re: how do i get to the turbotax download page?

Do you have a TurboTax Online account?

All Posts