All Posts
March 7, 2026
3:18 PM
How to install and Activate the Desktop Download program with a License Code How to install TurboTax CD/Download software with license code
March 7, 2026
3:18 PM
I just looked up my 2024 taxes...the state distribution, line 16 is blank and I was able to file my taxes last year. For some reason, the form is missing in 2023.but, in 2022 line 16 is filled in wi...
See more...
I just looked up my 2024 taxes...the state distribution, line 16 is blank and I was able to file my taxes last year. For some reason, the form is missing in 2023.but, in 2022 line 16 is filled in with the info from line 1. So, I guess 2024, line 16 needs to be filled-in with line 1.
March 7, 2026
3:18 PM
social security work sheets do not list married filing jointly income or refer to spouse. Why?
Topics:
March 7, 2026
3:16 PM
I should be able to go straight to the correct portion of your site, input the code I have and get a fast easy download. This seems impossible. All I get are screens asking for more money.
March 7, 2026
3:15 PM
How to post my 1099 NEC
Topics:
March 7, 2026
3:15 PM
To designate you took your entire RMD amount from one IRA distribution, do the following:
Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawa...
See more...
To designate you took your entire RMD amount from one IRA distribution, do the following:
Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section
Click on the pencil to the right of the 1099-R from which you took your entire RMD
Click Continue through the entries you've made
"Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD (no extras) that was due by December 31, 2025, Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your RMD (no extras) that you entered in the prior screen, Continue
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)
Since one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 4 above and just Continue through the remaining questions.
March 7, 2026
3:15 PM
Quote from Guidance for Individual Taxpayers who received Qualified Tips or Qualified Overtime Compensation in 2025 Notice 2025-69 -- "Example 3. Individual D is a self-employed travel guide who oper...
See more...
Quote from Guidance for Individual Taxpayers who received Qualified Tips or Qualified Overtime Compensation in 2025 Notice 2025-69 -- "Example 3. Individual D is a self-employed travel guide who operates as a sole proprietor. In 2025, Individual D receives $7,000 in tips from customers paid through a third-party settlement organization as defined in section 6050W(b)(3). For tax year 2025, Individual D receives a Form 1099-K from an online booking platform that is a third-party settlement organization as defined in section 6050W(b)(3) showing $55,000 of total payments. The Form 1099-K does not separately identify the tips. However, Individual D keeps a log of each tour that shows the date, customer, and tip amount received. Because Individual D has daily tip logs substantiating the $7,000 tip amount, D may use the $7,000 tip amount in determining qualified tips for tax year 2025." So why exactly can we not get credit for our qualified tips when, as an Uber driver, we plainly have documentation of said tips?
Topics:
March 7, 2026
3:14 PM
Done. Thank you Melinda.
March 7, 2026
3:13 PM
Hi Patricia, Thanks for your message. FYI, "Your other option is to enter your expenses manually on the 8825 Worksheet using Forms mode" does not work. I tried this early on, it appears but the re...
See more...
Hi Patricia, Thanks for your message. FYI, "Your other option is to enter your expenses manually on the 8825 Worksheet using Forms mode" does not work. I tried this early on, it appears but the resutntig value does NOT add up (appear) in the associated forms. Unfortunately I was not able to send my write up with screenshots to anyone, even after multiple calls to TurboTax help/Advantage; if they had sent a link to upload a PDF, etc. it could have helped the tech team back in December. This bug is too late to fix now. I will likely get another software package to do 2025 taxes. Really hard to understand how such this common and required function, entering rental property expenses, was not tested before the product was released. Also really frustrating trying to get the information to the "tech team" for 3 months. Sounds like you have finally been able to get the info to them.. Maybe it will be fixed for 2026. R/ Mike
March 7, 2026
3:11 PM
@user17729143874 wrote: The upgrades were done in June of 2025 they are still valid. In 2026 the four digit QMID is going away and they are using a 17 digit pin from the product. Am I not able to...
See more...
@user17729143874 wrote: The upgrades were done in June of 2025 they are still valid. In 2026 the four digit QMID is going away and they are using a 17 digit pin from the product. Am I not able to delay claiming the credit until next year so that I might get to claim the entirety (qualified HVAC upgrade (qualified with QMID) + Enabling (not currently qualifying))? The prior answer already answered all of that. Re-read his comments above.
March 7, 2026
3:11 PM
One additional question, is this income considered Qualified Business Income?
March 7, 2026
3:10 PM
Currently I can pay out of pocket to let my HSA grow, and I'm documenting all my out of pocket expenses. My AGI is ~$165,000, so 7.5% = $12,375. That amount of medical expenses is then not deductib...
See more...
Currently I can pay out of pocket to let my HSA grow, and I'm documenting all my out of pocket expenses. My AGI is ~$165,000, so 7.5% = $12,375. That amount of medical expenses is then not deductible, nor reimbursable through my HSA? That doesn't seem fair, because I would not be double dipping if it isn't allowed due to the 7.5% floor.
March 7, 2026
3:09 PM
I am having the same problem,,,its ridiculous! Anyone have a fix...Intuit is no help.
March 7, 2026
3:09 PM
Rosetta is an emulator that allows Intel x86 binaries to run on Apple Silicon. It should come with the OS and you shouldn't have to worry about it. You can see what sort of chip you have under appl...
See more...
Rosetta is an emulator that allows Intel x86 binaries to run on Apple Silicon. It should come with the OS and you shouldn't have to worry about it. You can see what sort of chip you have under apple menu then About This Mac. What Mac OS are you on? How big was the .dmg file you downloaded? The latest I downloaded is 325,122,243 bytes. If that is fine I doubt you have a connectivity issue or this has anything to do with Rosetta or different chips. What folder on your desktop are you referring to? You should get a .dmg in your downloads folder, and when you launch that you get a window to drag it to Applications, and then get Turbotax 2025.app under your Applications, did all that work and the App is failing or did something else happen?
March 7, 2026
3:09 PM
Yes, I'm aware of how wash sales rules work, and personally avoid them. I was just pointing out that the approach taken to distribute RSU grant shares and to collect taxes on them (by automatically s...
See more...
Yes, I'm aware of how wash sales rules work, and personally avoid them. I was just pointing out that the approach taken to distribute RSU grant shares and to collect taxes on them (by automatically selling some shares) resulted in wash sales before I even had a chance to explicitly sell any shares myself. Eventually I sold all the shares, so the wash sales "washed out" so to speak. There were no losses that I could not reap in 2025. Fortunately the broker tracks them and automatically added the disallowed wash sale losses to cost basis of later sales. I would not have wanted to figure out all the proper bookkeeping myself.
March 7, 2026
3:08 PM
YES! It’s been that way as long as I can remember. Did your prior 1099Rs have box 16 empty too?
March 7, 2026
3:08 PM
Same experience...but I was told I would have to request a refund of $45 after the transaction happens. So frustrated with TT these last couple years!
March 7, 2026
3:06 PM
It sounds like you may have missed a question in your dependent section for your daughter.
All the qualifiers noted above are asked in the interview. One of the key questions is whether she pr...
See more...
It sounds like you may have missed a question in your dependent section for your daughter.
All the qualifiers noted above are asked in the interview. One of the key questions is whether she provided more than half of her own support. Follow the questions below to be sure you answered them the way you intended.
How many months lived with you - away at college counts as living with you
How many months in the US > Continue
None apply (disabled, passed) > Continue
Not married > Continue
Select legal parents > Continue
Full time Student > Yes > Continue
No - Daughter did NOT pay more than half of her living expenses
No - another relative did not live in your home and help with her support > Continue
@user17729231506
March 7, 2026
3:05 PM
Topics:
March 7, 2026
3:05 PM
I'm 58 and converted 15000 to a roth last year, have AGI of 79000. Why am I being charged a 6% excess contribution fee on a 8000 roth contribution? If I enter the 8000 for my wife, there is no additi...
See more...
I'm 58 and converted 15000 to a roth last year, have AGI of 79000. Why am I being charged a 6% excess contribution fee on a 8000 roth contribution? If I enter the 8000 for my wife, there is no additional tax. This doesn't make any sense that the fee is only charged if I make the the roth contribution.
Topics: