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A workaround is to go to the 1095A section, add the form, and then delete it. This refreshes the form and often removes the PTC error for form 8962. To find it go to Deductions > 1095A > Add/Edit. Se... See more...
A workaround is to go to the 1095A section, add the form, and then delete it. This refreshes the form and often removes the PTC error for form 8962. To find it go to Deductions > 1095A > Add/Edit. Select Yes, then Done. Then on the Deductions > 1095A line, delete using the icon. 
do I mark yes I took it out the entie re remaining amount during the correction window
Where exactly are you seeing the word "pending?"   That's a word used for the efile status soon after filing.   What is displayed with the IRS "Where's my refund" tool?  https://www.irs.gov/refund... See more...
Where exactly are you seeing the word "pending?"   That's a word used for the efile status soon after filing.   What is displayed with the IRS "Where's my refund" tool?  https://www.irs.gov/refunds  Normally it has 3 stages: Return received and is processing Refund approved Refund sent and an expected deposit date
To add the points paid  from line 6 of your 1098 in TurboTax Online:   Go To "Deductions & Credits"  Select "Mortgage Interest and Refinancing (Form 1098)" Click on Add/Edit  On "Your... See more...
To add the points paid  from line 6 of your 1098 in TurboTax Online:   Go To "Deductions & Credits"  Select "Mortgage Interest and Refinancing (Form 1098)" Click on Add/Edit  On "Your 1098 summary"  click the drop down arrow next to "COMPLETE" for your mortgage company  Click on Edit, then Continue through until you get to the page "Did you pay points in 2025 when you took out the loan" Mark the appropriate statement.  Continue Indicate "Points are reported on our 1098" and then enter the amount of points in box 6. If the program does not give you these options, then delete the imported Form 1098 and enter it manually.
I want to sign off and finish. Display what I need to finish.
My 1099-R has taxable amount in box 2a.  Does turbo tax automatically include this amount into my income?  How do I verify Turbo Tax included it?  The tax I owe does not seem to reflect that.
I will be moving to H&R Block in 2026, dropping its deductible while raising prices is ridiculous.   
Looks like TT has fixed this issue. When I launched TT just now, it had an update. I went to the Invest Income section and deleted the Canadian stuff and it's now gone!
@rotorhead29 wrote: I printed my return and attempted to e-file. The system stopped the transmission and sent a message to apply an update to complete the filing.  The document completed being pr... See more...
@rotorhead29 wrote: I printed my return and attempted to e-file. The system stopped the transmission and sent a message to apply an update to complete the filing.  The document completed being printed and now I cannot find the paid for and completed federal and state returns to file them.  I am using a Mac and the file in Finder is a new return with no data.  Please advise or provide a number to a human.   I assume you are using desktop software for Mac, since you mentioned it asking for an update.  Did you successfully apply the update?  I would close and relaunch TurboTax after that update.  Maybe you did.   The data file ends in *.tax2025 so search your entire computer for any file with that extension.  Or you can search for the extension *.tax and also check the trash basket/recycle bin   (yes, that can happen.)  If you use any cloud storage or external storage device, also check those possibilities.  A couple of users in the Windows version said theirs ended up in OneDrive without them knowing about it.   Otherwise, wait and see if anyone using a Mac responds here.   Or if you end up needing to phone TurboTax Support, here's how:   TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/
I AGREE.  This was a really deceptive business practice.  I clicked first on the DIY version, but the default is apparently "assisted" so unless you can find another place to click for DIY (I couldn'... See more...
I AGREE.  This was a really deceptive business practice.  I clicked first on the DIY version, but the default is apparently "assisted" so unless you can find another place to click for DIY (I couldn't), we get charged extra.  My complaint in the "How did we do" survey went unanswered.  Intuit should refund the difference.  
Try the following steps to fix this issue:   Go to Deductions & Credits Then Estimates and Other Taxes Paid And then Foreign Tax Credit Work through the screens to enter your foreign ... See more...
Try the following steps to fix this issue:   Go to Deductions & Credits Then Estimates and Other Taxes Paid And then Foreign Tax Credit Work through the screens to enter your foreign taxes paid directly on Form 1116.  You will be asked if you have already entered foreign taxes elsewhere, so make sure to say yes to that question. Once you've gone through the screens in this section, go back to Final Review and see if TT still asks you to "FIX". Here's a link that gives more details on how to enter foreign taxes paid: Where do I enter the foreign tax credit (Form 1116) or deduction?
A TurboTax Online account can only be used for one tax return. To start another return you have to use a different account. If you do not already have another account, create a new account. You can h... See more...
A TurboTax Online account can only be used for one tax return. To start another return you have to use a different account. If you do not already have another account, create a new account. You can have up to 5 accounts with the same email address. With the TurboTax Desktop software you can prepare multiple tax returns with one copy of the software.  
I withdrew money from an IRA for two reasons: 1) $75K Roth Conversion 2), and $34K distribution to me.  Both came from the same IRA.  Fidelity combined them and entered the total $109K to Box 1 on th... See more...
I withdrew money from an IRA for two reasons: 1) $75K Roth Conversion 2), and $34K distribution to me.  Both came from the same IRA.  Fidelity combined them and entered the total $109K to Box 1 on the 1099-R.  The Roth conversion will not be taxed but the portion distributed to me was taxed and withheld.  Should I enter each of the distributions separately to TT?
I appear to be having the same issue.  It asks for the RMD that should be paid by Dec 31 (this amount is less than the amount i entered for taxable distribution.  In the past it asked a second questi... See more...
I appear to be having the same issue.  It asks for the RMD that should be paid by Dec 31 (this amount is less than the amount i entered for taxable distribution.  In the past it asked a second question, how much of this distribution applied to RMD.  There is no second question.  It automatically calculates a penalty
I'm so frustrated. I've used Ttax for over 20 years and this is one of the most stupid things I've encountered.   I click on the Update button to add stocks. I click Stock, Bonds, etc. and continue... See more...
I'm so frustrated. I've used Ttax for over 20 years and this is one of the most stupid things I've encountered.   I click on the Update button to add stocks. I click Stock, Bonds, etc. and continue. It takes me to the Let's finish pulling in your investment income. So I click add investments. I go to an import screen. I don't want to import. I just want to add the lump sums as I did in recent years. So I click skip import. It takes me back to the page listing all investment types. I click on Stocks, Bonds, again and then continue. It takes me back to the previous page. I'm stuck in a mind numbing loop. Super frustrating. It's March, this should be working. It seems like a bug. But who knows, has Intuit seriously screwed up the ability to enter stocks manually? PS: To add one thing, I just tried a blank new file (anticipating some goofy answer like a corrupted file)... it does the same thing. But I just noticed that there is like a split second screen where it looks like it's where you'd normally type in the brokerage name, etc. but it then disappears and goes to the Add Investments screen. Very likely seems like a bug. This has the latest updates it just pulled today.
You don't have to cancel the tax return. It will not go anywhere unless you file it. It will not interfere with anything or cause any problems. Just ignore it.  
I printed my return and attempted to e-file. The system stopped the transmission and sent a message to apply an update to complete the filing.  The document completed being printed and now I cannot f... See more...
I printed my return and attempted to e-file. The system stopped the transmission and sent a message to apply an update to complete the filing.  The document completed being printed and now I cannot find the paid for and completed federal and state returns to file them.  I am using a Mac and the file in Finder is a new return with no data.  Please advise or provide a number to a human.  
I've scheduled my payment for state tax through TurboTax and forgot to write it down. Now I can't find it anywhere