All Posts

Enter the first 3 characters after, not including "IDUSA".  Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.    For more information, see Where do I find my document number so that I can e-file my New York return?

This can happen when multiple 1099-DIV forms are imported, and the software only shows the payer name instead of the account number.    Open each 1099-DIV entry and select Edit to review the details and identify the correct account before deciding which one to keep or delete.    If the entries appear duplicated or unclear, you can delete them and re-enter or re-import the 1099-DIV forms to resolve the issue.

TurboTax didn't recognise your original return as being filed. Be sure you did file the original return and that it was accepted. If the original was successfully filed: Go to the File menu Click on Electronic Filing,  Check Electronic Filing Status.  TurboTax can then confirm that your original return was accepted You can now try to re-file your amended return. @meyer99 

Thank you for the 2024 diagnostic token. We have reviewed this return and found that Form 1065 was marked Final, so both Schedules K-1 were also marked "Final." This explains why you had no partners when you transferred the LLC return to TurboTax Business 2025.   We recommend that you open the 2024 business return and go to Business Info. Work through the interview to the page "About Your Business" and check "No" for the first line "This Partnership is filing its final return..." This will remove the checkmark from Form 1065 as well as the K-1s. Save this return under a different name and use it to create a new 2025 business return.

To fix this, you can request a refund for the TurboTax Home & Business software through the TurboTax website (within 60 days). See this link How do I request a refund for my TurboTax product?  You can purchase the TurboTax software using this link, TurboTax Business.   You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support   Please return to Community if you have any additional information or questions and we would be happy to help.

@drcox I was having trouble with Scenario 1 that you referenced (multiple accounts for different individuals at the same institution).  In essence, it was requiring me to delete my 1099s if I wanted to import my husband's 1099s (different logins, multiple 1099s, different account #s, etc.).  It was not going to allow a second, separate import session from Fidelity if it saw that one already existed.  After about a month of complaints on this board, they got it fixed, at least for me, for Fidelity.  My return now includes two imports from Fidelity.   I did not try what you suggested in Scenario 2, unselecting some form 1099s I had already "worked on".  So I don't know what would have happened, or was happening, in that scenario.  

Thank you for your reply. This would probably work if I was using the online version however I am using the desktop version. I tried restarting completely and it seems to have the same end result. And it doesn’t make sense to me because when I look at the numbers at the very least my taxable income changes. 

In Forms view, review Form 8606, because it calculates the taxable portion of your Roth conversion and carries that amount to Form 1040 line 5b.    If you already filed, you’ll need to start an amended return (Form 1040-X) in the same TurboTax account used for the original filing. The amendment will begin with your original return and the refund meter will reset to $0, showing only the changes you make. You generally have 3 years from the date you filed or 2 years from when you paid the tax (whichever is later) to file an amendment.   Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

 You should answer that it did not involve the intent to earn money, otherwise it seems that this income is business related.   Here is how to report the 1099-MISC:   Navigate to Federal > Wages & Income > Other Common Income> Form 1099-MISC> Start or Revisit Enter the 1099-MISC as printed, Continue Describe the reason for this 1099-MISC. Select None of these uncommon situations apply, then continue Select No, it didn’t involve work that's like your main job and continue The next screen asks how often you get income from this.  Select only the year of this specific 1099-MISC, 2025. Next, select No, it didn't involve the intent to earn money You can check this in TurboTax Online by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, then verify the amount is included on Schedule 1, Line 8z "Other Income."

Yes, you can e-file your federal return now, and paper file your state return later; from the FAQ, here's the 2 methods for e-filing your Federal return independently:    If you e-file your federal return, you must wait for it to be accepted before you can e-file your state. Or you can paper-file your state return whenever you're ready.   Here are two ways to skip your state in TurboTax Online: Delete your state return, file your federal return now, and come back later to your state return. You'll pay for your state when you file it. When you get to the We've determined the easiest way to file your taxes screen, select Change next to your state return. On the Change filing method screen, select I'm not ready to file and Save. You'll pay for your state when you file your federal return. Then, when you're ready to paper file your state return, you can follow the FAQ instructions for the software product you're using:  TurboTax Online Sign in to TurboTax. To open your return, select Continue or Pick up where you left off. Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. If the File by mail option isn’t available, you probably previously selected to pay your TurboTax fees through your tax refund. To file by mail, you’ll need to instead pay with a credit or debit card. Here’s how to change your payment method from pay by refund, to pay by credit or debit card. Once you change your payment method, you'll see the File by mail option as described above. Select this and continue to the next step. Note: You’ll need to pay any tax balance due by check when you file by mail. Update the payment method for your TurboTax fees for all of the tax returns you wish to file by mail. Follow the instructions to print your return(s). If you haven't already paid any outstanding TurboTax fees, you'll be prompted to do so before you can print. TurboTax Desktop With your return open in TurboTax, select the File tab, then select Continue. On the next screen, E-file Your Federal Return for FREE, select File by mail and Continue. Continue through the screens until you get to the Print Tax Return for Mailing screen. Select Continue. Windows users: On the next screen, select Print Returns to Mail, then select Preview Print Copy. Once the preview has opened, select the printer icon.. Mac users: After the printing graphic finishes loading, select Print. When finished, select Continue in TurboTax and follow any additional onscreen instructions.