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March 1, 2026
11:58 AM
If TurboTax thinks you made a student loan payment and you did not, it's possible there was an error when importing a Form 1098-E from your lender.
To get to these screens in TurboTax to revie...
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If TurboTax thinks you made a student loan payment and you did not, it's possible there was an error when importing a Form 1098-E from your lender.
To get to these screens in TurboTax to review your Form 1098-E you can follow the steps listed below.
Click on Search at the top right of your TurboTax screen
Type 1098-E in the search bar
Click on the link Jump to 1098-E
Your screen will say, "Let's check if your student loan interest is deductible
Where is asks if you or your spouse, if filing jointly, got a Form 1098-E for student loan interest you can select "No" if you did not get one.
If you did report one, check your entries by continuing through your TurboTax screens.
You can also check your return to see if there erroneously is a form 1098-E attached to your return (possibly if you reported one in prior years). You can do the following to delete it:
For TurboTax Desktop:
Click on Forms at the top right of your TurboTax program to switch to Forms Mode, and then
Scroll through your forms in the left panel and
Click on the form you want to delete Form 1098-E
At the bottom left of Form 1098-E in your left panel of TurboTax click on Delete Form and select Yes to confirm the deletion
For TurboTax Online:
Go to "Tax Tools" in your left panel,
Select "Tools" and then
Select "Delete a Form"
If there is a Form 1098-E click on the trash can next to that form in the list to delete it
Please return to Community if you have any additional information or questions and we'd be happy to help.
March 1, 2026
11:57 AM
Mileage for what? Do you have self-employment income? Are you trying to enter mileage on a Schedule C? Or mileage for something else like miles driven for a charity or for going to medical appoi...
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Mileage for what? Do you have self-employment income? Are you trying to enter mileage on a Schedule C? Or mileage for something else like miles driven for a charity or for going to medical appointments?
March 1, 2026
11:56 AM
Try clearing cache and deleting cookies then log back into TurboTax.
You can also try logging into TurboTax from a different browser.
March 1, 2026
11:56 AM
I have down loaded 6 times and keep missing the screen to enter my lisconse code or when i do, nothing appears in that space.
March 1, 2026
11:55 AM
It could be that you entered your contributions twice. Unless you made additional contributions, the only amount that needs to be entered into TurboTax for the HSA contributions is the amount alread...
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It could be that you entered your contributions twice. Unless you made additional contributions, the only amount that needs to be entered into TurboTax for the HSA contributions is the amount already on your W2 with code W. Do not enter the amount again.
Here’s how to go back and review your HSA entries in TurboTax:
Open (continue) your return in TurboTax
In the search bar, search for HSA and select the Jump to link in the search results
On the screen Tell us about the health-related accounts you had in 2023, check the box next to Health Savings Account (HSA) and select Continue
If you land on Your HSA summary, select Edit, then make sure the Health Savings Account (HSA) box is checked on the next screen and select Continue. If you see the screen Here’s what we have so far, select Done
Answer No to Did you inherit this HSA?
Do not enter your contribution on the screen Let’s enter your HSA contributions and select Continue
Continue answering the questions until you reach Your HSA summary
What is a health savings account (HSA)?
March 1, 2026
11:54 AM
As of March 1 all good.. downloaded no problem.
March 1, 2026
11:53 AM
1 Cheer
If box 1 and 2a on a 1099-R are different amounts and box 2b does not have boxes checked, that would be because the total distribution has some amount of distribution made up of previously taxed inco...
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If box 1 and 2a on a 1099-R are different amounts and box 2b does not have boxes checked, that would be because the total distribution has some amount of distribution made up of previously taxed income that the 1099-R issuer has knowledge of. In this case, you should enter the amount of box 2a in box 16 to clear the error for Form 1099-R. Doing so will have no effect on your state return as most states an income line from Federal Form 1040 as a starting point for their tax return.
March 1, 2026
11:53 AM
I will try again but it keeps asking INTUIT code and and no progress
March 1, 2026
11:52 AM
1 Cheer
You will need to pay the 6% penalty on your 2024 and 2025 return since you did not remove the excess until 2026. The excess contribution will resolve when you enter the 2026 Form 1099-R with code J (...
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You will need to pay the 6% penalty on your 2024 and 2025 return since you did not remove the excess until 2026. The excess contribution will resolve when you enter the 2026 Form 1099-R with code J (if under 59 1/2) on your 2026 return.
Note, since you removed the excess after the due date of the 2024 return in 2026, you were only required to take a regular distribution without earnings. Fidelity should issue a 2026 Form 1099-R with code J (if under 59 1/2) since you requested the removal of excess contribution after the due date of the 2024 return.
On your 2025 return to ensure the 6% penalty is calculated:
Click on "Search" on the top right and type “IRA contributions”
Click on “Jump to IRA contributions"
Select “Roth IRA”
On the "Did you contribute more to a Roth IRA than was allowed in 2024 or any previous year?" answer "Yes"
On the "Enter your excess Roth IRA contributions made in 2024 or prior years" screen enter the total excess contribution from 2024 (if it wasn't carried over).
March 1, 2026
11:51 AM
Hello- I had a basic 1099 upload question re: accuracy of uploaded data please: I downloaded a 1099 DIV from Fidelity directly into TurboTax - the amount on the 1099 and amount listed on 1040B ar...
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Hello- I had a basic 1099 upload question re: accuracy of uploaded data please: I downloaded a 1099 DIV from Fidelity directly into TurboTax - the amount on the 1099 and amount listed on 1040B are off by 1 penny. Yes - totally immaterial, but just wanted a double check please - Example -1099 DIV = 100.02 but the TurboTax amount showing is 100.01. The total sum of the 1040B dividend section properly rounds to page 1 of the 1040 though Do I leave it alone as it was uploaded? or do I go in and edit the penny to match the paper copy of the 1099 I can see from Fidelity? My inclination is to just leave it alone as its immaterial - thanks for any help and double checking me !
March 1, 2026
11:51 AM
You "paste" not "past" things.
March 1, 2026
11:51 AM
@byrnejm wrote: In which state do taxes need to be filed? It varies by state. You need to visit the relevant states' web sites (DOR, Sec of State, etc.).
March 1, 2026
11:50 AM
How do I file a 1099 NEC that my student received for a summer internship? It was not at the college but a private foundation. She went to this internship as if one goes to work? Does she have to ...
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How do I file a 1099 NEC that my student received for a summer internship? It was not at the college but a private foundation. She went to this internship as if one goes to work? Does she have to file as self employed or something else?
March 1, 2026
11:50 AM
When you enter a 1099R for a monthly pension you just say it was all RMD. A pension fulfills the requirements for RMD.
March 1, 2026
11:50 AM
Box 14 of your W-2. If your employer didn't include your qualified overtime (OT) pay in box 14 of your W-2, then you will need to get your OT amount from your last paystub you received in 2025. You...
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Box 14 of your W-2. If your employer didn't include your qualified overtime (OT) pay in box 14 of your W-2, then you will need to get your OT amount from your last paystub you received in 2025. You will then need to calculate the qualified OT amount that you will enter into TurboTax.
Here's one way to calculate your qualified OT; Total Overtime pay divided by 3 equals your Qualified overtime amount. This is the simplest method of calculating your qualified overtime pay. This is assuming you were only paid overtime (1.5x regular pay) and not any double-overtime pay.
See the following links for more information on overtime pay and how to enter it in TruboTax:
How do I enter overtime pay in TurboTax Online?
What is the new tax law for overtime pay?
March 1, 2026
11:49 AM
We’re currently working to resolve this issue. If you’d like to receive progress updates, sign up in the TurboTax help article below.
Why is my Form 5329-T Waiver Explanation Statement for line...
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We’re currently working to resolve this issue. If you’d like to receive progress updates, sign up in the TurboTax help article below.
Why is my Form 5329-T Waiver Explanation Statement for lines 54a/54b not saving entries?
March 1, 2026
11:49 AM
@StarGirl18 wrote: Any clue? Nope, but then it makes no difference because the K-1 you received does not get transmitted (e-file), or otherwise sent with your return, to the IRS.
March 1, 2026
11:49 AM
1 Cheer
The GA Schedule 3 is used to allocate your sources of income between GA and other states where you lived during the year. It is used by either part-year residents or non-residents of GA.
So, i...
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The GA Schedule 3 is used to allocate your sources of income between GA and other states where you lived during the year. It is used by either part-year residents or non-residents of GA.
So, if your Schedule 3 line 8a is not equal to the sum of lines 8b and 8c, then something may not be allocated properly. It could be due to your 401k distribution or something else. Go back through your GA return and pay close attention to the screens that are asking you to allocate income between GA and other states to make sure everything is accurate.
For 401k distributions, the allocation is determined by where you lived when you received the distribution. If it was a lump sum distribution, then allocation the full amount to one column or the other. If you received a monthly payment, divide the total by 12 and multiply that by the number of months you lived in GA to get the GA amount. Then subtract the amount claimed for GA from the total to allocate the rest to the other state.
March 1, 2026
11:48 AM
FMV refers to the current re-sale market value (price) of the distributed assets at the time they are distributed to the partners; it isn't calculated in the software, it is accounted for. Per the in...
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FMV refers to the current re-sale market value (price) of the distributed assets at the time they are distributed to the partners; it isn't calculated in the software, it is accounted for. Per the instructions for Form 7217, the FMV of distributed partnership assets is figured at the partnership level; as you're doing this altogether, the IRS definition of Fair Market Value may be of help:
Fair market value (FMV).
FMV is the price at which the property would change hands between a buyer and a seller when both have reasonable knowledge of all the necessary facts and neither is being forced to buy or sell. If parties with adverse interests place a value on property in an arm’s-length transaction, that is strong evidence of FMV.
A formulation might be, "what would an appraiser say these assets were worth" on the date of distribution.