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I received the rejection email with the following     IND-183-01 - The Spouse did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/geta... See more...
I received the rejection email with the following     IND-183-01 - The Spouse did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.   I pulled down the six digit number from the IRS website for my spouse.  I went to "Other Tax Situations" and clicked to Update the "Identity Protection Pin" and immediately received the following error message:   "Hmmm, looks like we hit a snag.    We recommend you revisit the last topic you were working on to make sure all your info's correct".   The first time I had gone into the update page for "Identity Protection Pin" it led me to the five digit number which is different.  As such, I exited out and then went to the IRS to get the six digit number and when I went back it gave me the above error.     My problem is I wasn't working on anything.  Immediately after the               
Strange. After 18 years of using TT, the only time I had to sign in was when I was doing my taxes online thru TT the first few years I used TT. I had to stop using online TT do to the numerous errors... See more...
Strange. After 18 years of using TT, the only time I had to sign in was when I was doing my taxes online thru TT the first few years I used TT. I had to stop using online TT do to the numerous errors TT had in their program that almost cost me tens of thousands of dollars; thankfully I understand taxes better than whoever programmed those mistakes and caught the errors. Obviously if some people are having trouble after update it isn't an issue with my computer, and when I was told that in the past it never was my computer that was the problem, but rather TT errors. Do you have any idea what your programmers are doing or did to cause this problem? I think not; you never talk to them or coordinate with them correct? That is what I have been told in the past. It is likely they are doing something now to prepare for 2025 taxes and it is already screwing thing up... 
In my 1099-B from E*Trade,  The first issue is that the broker does not include the basis of noncovered securites with only three transactions, and  I also received Schedue K-1 and K-3 for the three ... See more...
In my 1099-B from E*Trade,  The first issue is that the broker does not include the basis of noncovered securites with only three transactions, and  I also received Schedue K-1 and K-3 for the three noncovered securities. Actually the stock has been sold with losses shown in Schedule-K, but since no basis was deducted, the three transactions ended up with a large gain.  The second issue is that  I exported 1099-B to TurboTax but I noticed the system only exported one of the three transactions,and  I don't know why this happened. I found these two errors by looking at the Form1099-B worksheet in Turbo Tax.  I want to add back the cost basis for the nocovered securites and also add back the other two transactions' proceeds and cost basis to reflect the actual loss. I have two questions:   I. I don't know how to use the TurboTax software to add basis and also add the other transactions because I already exported data directly from the broker website to my computer.  Should I just open the Turbo Tax worksheet to fix the two errors manually? Would corrections manully affact other data of my tax return in TurboTax?  2. May I just use the cost basis shown on the schedule K-1 to adjust the cost basis for the noncovered seceruites? Please advise. Thank you.             
@ cp246 wrote: Won't know for certain until the IRS accepts the return, but this appears to have worked. I had previously attempted to add it directly in forms mode, but was not on the right work... See more...
@ cp246 wrote: Won't know for certain until the IRS accepts the return, but this appears to have worked. I had previously attempted to add it directly in forms mode, but was not on the right worksheet. 1040 wouldn't accept the change directly. Thanks for the help!!! I'm glad that method has worked for you (at least so far).   Good luck! Yeah, you can't enter it directly on the Form 1040.  You have to do it on that Federal Information Worksheet, Part VII, then it flows from that worksheet to the Form 1040.   I've seen several users with this issue this afternoon/evening, so I've asked it be reported to Moderators so they can report it to developers.
@ abebrown wrote: I wish this worked on Premier version for 2024. It doesn't "Hmm, looks like we hit a snag" That's an issue that has developed tonight. Several users are having that issue wi... See more...
@ abebrown wrote: I wish this worked on Premier version for 2024. It doesn't "Hmm, looks like we hit a snag" That's an issue that has developed tonight. Several users are having that issue with the IP PIN section tonight.   If you are using desktop software, you can also enter the 6-digit IP PIN in Forms Mode on the Federal Information Worksheet, Part VII. Go to Forms Mode, and in the left column forms list choose "Info Wks". That should be the Federal Information Worksheet. Scroll down to Part VII, and the IP PIN should be the first item in that part of the worksheet. Please report back if that worked for you.
And to Amend in the Desktop program.    You might first have to tell the program your return was filed. If you efiled you have to check the filing status inside the program. Open your return and go u... See more...
And to Amend in the Desktop program.    You might first have to tell the program your return was filed. If you efiled you have to check the filing status inside the program. Open your return and go up to menu item File > Electronic Filing > Check Electronic Filing Status   Then save your return with the status.  Go to File-Save.  Oh and be sure to save your original return with another name so the amended return doesn't overwrite it and you can start over if it gets messed up.
@ abebrown wrote: Tried your solution on TurboTax Premier 2024. I keep getting "We recommend you revisit the last topic you were working on to make sure all of your info's correct."  Pressing OK... See more...
@ abebrown wrote: Tried your solution on TurboTax Premier 2024. I keep getting "We recommend you revisit the last topic you were working on to make sure all of your info's correct."  Pressing OK sends me back to the Other Tax Situations menu. I cannot find a form with a field to manually add the IP pin. Several users are having that issue with the IP PIN section tonight.   If you are using desktop software, you can also enter the 6-digit IP PIN in Forms Mode on the Federal Information Worksheet, Part VII. Go to Forms Mode, and in the left column forms list choose "Info Wks". That should be the Federal Information Worksheet. Scroll down to Part VII, and the IP PIN should be the first item in that part of the worksheet. Please report back if that worked for you.
Not being able to open 2024 now is a different problem than Windows 10.   That is something else, maybe to do with your computer.  Some people are having trouble after updating.  We don't know why ye... See more...
Not being able to open 2024 now is a different problem than Windows 10.   That is something else, maybe to do with your computer.  Some people are having trouble after updating.  We don't know why yet.   In the Desktop program, you may need to sign in to your online account. Go up to FILE and at the bottom it will say if you are signed in or not. If you are signed out, it will say Sign in under File.   If you are signed in it will say Signed in as [name] under File.   You may get different layouts if you are signed in or out. Like especially when you use the Search function.    
TurboTax software does not allow for manual inputs, which is limiting a legal deduction.
Several users are having that issue with the IP PIN section tonight.   If you are using desktop software, you can also enter the 6-digit IP PIN in Forms Mode on the Federal Information Worksheet, Pa... See more...
Several users are having that issue with the IP PIN section tonight.   If you are using desktop software, you can also enter the 6-digit IP PIN in Forms Mode on the Federal Information Worksheet, Part VII. Go to Forms Mode, and in the left column forms list choose "Info Wks". That should be the Federal Information Worksheet. Scroll down to Part VII, and the IP PIN should be the first item in that part of the worksheet. Please report back if that worked for you.
@user17597590908 wrote: Every time I've tried to post a links this system doesn't allow it. To paste a link you have to use the link icon on the format menu     THEN  After you copy th... See more...
@user17597590908 wrote: Every time I've tried to post a links this system doesn't allow it. To paste a link you have to use the link icon on the format menu     THEN  After you copy the url from the HR Block then when you reply  you hit the link icon and paste it into the top line of the Insert Link pop  up box.  Here like this........        
Thank you!  I finally found the bell in the right hand corner above and then your reply.  The email I received (from TurboTax telling me I had a reply from an expert) included a link to log in to my ... See more...
Thank you!  I finally found the bell in the right hand corner above and then your reply.  The email I received (from TurboTax telling me I had a reply from an expert) included a link to log in to my TurboTax account.  There were no messages there.   If I understand you correctly, I have to calculate 30% of my cost basis, subtract the cumulative depreciation taken, and then compare it to 30% of the insurance payment.  That does produce a gain equal to about 54% of my depreciation, so that 54% is a taxable recapture at my ordinary tax bracket.  And there is no unrecognized gain to carryforward to my new car.   The TurboTax software can't handle this.  The software gives a warning that it can't accommodate it when the business use % varied over the years.  Unfortunately, it gives no hint of what to do - they really need to update the software to give the option specifically for totaled cars.   After many hours of research (including some time with live experts, who tried but weren't sure how to deal with the software), I finally found my solution.  And you confirmed my question regarding how the IRS determines the taxable amount.  In the Vehicle Expense Section under Business Expenses, I reported the car's date of disposition and input zeros for the basis and proceeds which gave me no taxable income.  Then I went to the Sale of Business Property Section to input the correct 30% basis, 30% proceeds and total depreciation, which gave me the correct amount of taxable income.   Hopefully others in the same situation will find this thread.  
Hello experts, I was wondering if someone could help me understand how should investment interest expenses be treated on my tax return. In my current situation, I had a total of $19,000 of margin i... See more...
Hello experts, I was wondering if someone could help me understand how should investment interest expenses be treated on my tax return. In my current situation, I had a total of $19,000 of margin interest from 2023 return that was carry forwarded into 2024. After subtracting the Qualified dividends, I have a total of $22,000 of net investment income.   I understand that if I were to itemize my deductions - I would be able to itemize a total of $29,000 ( 10K SALT + 19K interest expenses). If I do not itemize on my 1040 - I still get standard deduction of $29,200.   My question is -> If I do NOT itemize my deductions -> Do I end up losing on the margin interest expenses completely? Given my dividends/interest INCOME exceeds the margin interest expenses: 1) Can I not subtract my interest expenses from the net investment income - and thereby reduce tax liability? OR 2) since I am okay with taking standard deduction, can I chose to carry forward my margin interest expenses into the next year?   Am I going to lose all the benefit of margin interest paid if I do not itemize my deductions this year?   I read about electing to chose the investment income as 'not capital gains' but treat it as an ordinary income - does that strategy help me in either or these two scenarios?   Your help is greatly appreciated!
Went to Federal Taxes/other tax situations and clicked Identity protection PIN. This is what I got  with Turbotax Premier 2024 (fully up to date on 10/9/2025):   "Hmm, looks like we've hit a snag" ... See more...
Went to Federal Taxes/other tax situations and clicked Identity protection PIN. This is what I got  with Turbotax Premier 2024 (fully up to date on 10/9/2025):   "Hmm, looks like we've hit a snag" "We recommend you revisit the last topic you were working on to make sure all of your info's correct."   That's nonsensical, since it was the first place I went after reopening the program and my completed return. Please help! Only 5 days until Oct 15.  Did you notice there isn't a Tech help line??
I agree with @xmasbaby0 we can't understand exactly what took place and therefore how to assist you.     It sounds like you are an employee that gets a w-2. so filing amended returns where the w-2s... See more...
I agree with @xmasbaby0 we can't understand exactly what took place and therefore how to assist you.     It sounds like you are an employee that gets a w-2. so filing amended returns where the w-2s will disagree with what's on file with the IRS will result in no action being taken on them. Your problem seems to be that before amending you need to get corrected W-2's from your employer assuming that they are incorrect. If your employer cheated you out of compensation, that's a legal matter for which you need a lawyer. if it's a case of the W-2 reported income you did not get. take it up with your employer or lawyer. We can't help and the IRS will not get involved in such a matter   
I wish this worked on Premier version for 2024. It doesn't "Hmm, looks like we hit a snag"
not really sure what's going on with your computer. This forum is primarily for help with Turbotax issues. Computer issues like insufficient memory are generally beyond the scope of help that this fo... See more...
not really sure what's going on with your computer. This forum is primarily for help with Turbotax issues. Computer issues like insufficient memory are generally beyond the scope of help that this forum can provide because every computer is different and no one knows anything about yours except that it apparently has only 2GB of RAM.  This may not be a solvable issue with the desktop version. It would take a computer tech with hands on to see if anything can be done.   
yes, i am eligible as long as i make a non deductible Traditional iRA and recharacterize to roth. the wrinkle is that i did not do it in calendar year 2024 which would have generated a 1099-R for the... See more...
yes, i am eligible as long as i make a non deductible Traditional iRA and recharacterize to roth. the wrinkle is that i did not do it in calendar year 2024 which would have generated a 1099-R for the 2024 tax return which I am now preparing.  I did the contribution by the deadline of 04/15/2025 but  I will not get 1099-R for it until next year. by not having the 1099-R it is creating a 6% penalty in turbotax because I have no place to state it is a non deductible and recharacterizstion as I would if i had to enter 1099-R
Hello experts, I was wondering if someone could help me understand how should investment interest expenses be treated on my tax return. In my current situation, I had a total of $19,000 of margin i... See more...
Hello experts, I was wondering if someone could help me understand how should investment interest expenses be treated on my tax return. In my current situation, I had a total of $19,000 of margin interest from 2023 return that was carry forwarded into 2024. After subtracting the Qualified dividends, I have a total of $22,000 of net investment income.   I understand that if I were to itemize my deductions - I would be able to itemize a total of $29,000 ( 10K SALT + 19K interest expenses). If I do not itemize on my 1040 - I still get standard deduction of $29,200.   My question is -> If I do NOT itemize my deductions -> Do I end up losing on the margin interest expenses completely? Given my dividends/interest INCOME exceeds the margin interest expenses: 1) Can I not subtract my interest expenses from the net investment income - and thereby reduce tax liability? OR 2) since I am okay with taking standard deduction, can I chose to carry forward my margin interest expenses into the next year?   I read about electing to chose the investment income as 'not capital gains' but treat it as an ordinary income - does that strategy help me in either or these two scenarios?   Your help is greatly appreciated!