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a month ago
A nontaxable 1099-Q should not be entered. The program wants to tax it. Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions shou...
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A nontaxable 1099-Q should not be entered. The program wants to tax it. Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.
A note of caution: there is a $35,000 lifetime maximum, the beneficiary must have earned income equal to or greater than the amount rolled over, the 529 had to be open at least 15 years and you cannot rollover any contributions made in the last 5 years.
a month ago
Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize.
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Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize.
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Welcome! This month’s topic is Tax Write-Offs!
What is one item you didn’t realize was a tax-write off…but was? This can pertain to you or your business. To reply, sign into your Intuit community account and officially join the conversation!
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Tell us about a tax write off or deduction for your or your business that surprised you and we will enter you in a chance to win a $100 gift card. A winner will be randomly selected from this thread on February 18, 2026 .
WHAT: Tax Write-Off Sweepstakes
WHEN: Entries will be accepted from February 6, 2026 through February 18, 2026 at 5:00 pm PT
HOW: Reply to this thread following the prompt . If you are the winner, we will send you a private message. The winner will be selected at random on February 18, 2026.
+++++++++ Feeling stuck? Here’s some resources on deductible expenses:
Join our experts for the February 18th, 2026 Ask Me Anything on how to Maximize Your Deductions between 9:00am and 5:00pm PT. RSVP here.
To learn more about tax deductions, see these articles:
What is a Tax Write-Off? (Tax Deductions Explained)
10 Popular Tax Deductions
Tax Deductions: What Are They, Different Types, and More
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Best of luck!
a month ago
It got fixed 2 days after my post! Thankfully!!!! I recently got my state refund and they deducted my Turbo fee from there but my Federal refund say it will be deducted too. So keep and eye on ...
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It got fixed 2 days after my post! Thankfully!!!! I recently got my state refund and they deducted my Turbo fee from there but my Federal refund say it will be deducted too. So keep and eye on it so they don’t charge you twice
a month ago
Did you see my screenshot above? How much do you have on 1040 line 13b? If you aren’t getting the new Enhanced Senior Deduction on Schedule 1-A which goes to 1040 line 13b these should be the o...
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Did you see my screenshot above? How much do you have on 1040 line 13b? If you aren’t getting the new Enhanced Senior Deduction on Schedule 1-A which goes to 1040 line 13b these should be the only 3 reasons… Check your date of birth under My Info If you are married you have to file a Joint return not Separate Is your AGI over 175,000 Single or 250,000 Joint? If you are expecting it to be part of the Standard Deduction line 12e, it’s not, it is listed separately on line 13b. For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...
a month ago
I have a family HSA for myself and my child that was in place for all of 2025. I turned 55 in late 2025 and made the excess contribution to my HSA. Total contributions were $9,021. My husband also ha...
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I have a family HSA for myself and my child that was in place for all of 2025. I turned 55 in late 2025 and made the excess contribution to my HSA. Total contributions were $9,021. My husband also had a single HSA for all of 2025 and his contributions were $2,350. TurboTax is telling me that I contributed $821 more than allowed. Why is it not allowing the excess contribution in the year I turned 55? From what I read, I was entitled to do it for the entire year.
Topics:
a month ago
8 Cheers
You lost a customer. Tired of this kind of BS from TurboTax. The only reason I stuck with you guys it's because it's easier to import an older return than starting from scratch but this has finally p...
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You lost a customer. Tired of this kind of BS from TurboTax. The only reason I stuck with you guys it's because it's easier to import an older return than starting from scratch but this has finally pushed me over the bar of preferring to start anew.
a month ago
I can't import last years return xyz.tax24. Tried clicking on file. copy and past doesn't work. I have changed from windows to macOS
a month ago
If you delete the state return and start over again, that will typically clear this error.
If you are using the Online version of TurboTax:
Click Your State Returns under State Taxes o...
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If you delete the state return and start over again, that will typically clear this error.
If you are using the Online version of TurboTax:
Click Your State Returns under State Taxes on the left side menu.
Click the trash can icon by the Edit button for the State that needs deletion.
Click Delete on the pop-up asking if you want to delete this return.
Then you can click Add Another State to get restarted on that return.
If you are using the Desktop version of TurboTax:
Click File in the upper left corner then Remove State Return.
This will bring up a pop-up asking what state you want to remove.
Click on the state in the menu and then click Remove.
You can then go back to the State Taxes tab and pick out a state you want to work on.
a month ago
I received a 1099-R from a life insurance company. It has box 2b checked that says "taxable amount not determined" My premiums paid in exceeds the distribution. I see that this would not be taxable p...
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I received a 1099-R from a life insurance company. It has box 2b checked that says "taxable amount not determined" My premiums paid in exceeds the distribution. I see that this would not be taxable per IRS regs. How do I enter the 1099 in turbo tax home and business and be able to account for box 2b being checked and enter the total of premiums paid to wash out the taxable gain?
a month ago
But it's not being added. That's what all of these people are trying to tell you.
a month ago
Box 2 represents your balance on Jan 1, 2025 unless refinanced or sold or home just purchased. A payoff is not among the items to change the amount. Congratulations on paying off your mortgage!
a month ago
I'm running into the same issue. Can someone please assist?
a month ago
Turbo tax is not filling in the depreciation for my rental property income. They said that section is being updated based on new tax laws and should be ready by February or earlier. It is already Fe...
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Turbo tax is not filling in the depreciation for my rental property income. They said that section is being updated based on new tax laws and should be ready by February or earlier. It is already February 5th. when will the update be complete?
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a month ago
Hello, I have the 2025 Premier version. For 3 weeks whenever I try to enter the charitable donation section, I get the following error: "Hmm, looks like we've hit a snag. We recommend you revisit...
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Hello, I have the 2025 Premier version. For 3 weeks whenever I try to enter the charitable donation section, I get the following error: "Hmm, looks like we've hit a snag. We recommend you revisit the last topic you were working on to make sure all your info's correct" I go back and let Turbotax walk me through each section, but when I get to that one, I can't do a thing. Is this a bug? Is there a fix for it? Thanks.
a month ago
In my return, the $6000 per senior is NOT being added. My standard deduction is less this year than last year. For two seniors married, TT is saying my standard deduction is $34,700. That's correc...
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In my return, the $6000 per senior is NOT being added. My standard deduction is less this year than last year. For two seniors married, TT is saying my standard deduction is $34,700. That's correct as I understand it for people born before Jan, 1961. But no where am I getting the subtraction of $12000 and my total income is less than $175,000. The program is not right and TT is not entertaining our complaints.
a month ago
On the 2025 Deductions and Credits page > Your Home > Mortgage Interest, ... My property taxes are not paid through mortgage lender. I get an option to upload the 1098 information. When I select upl...
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On the 2025 Deductions and Credits page > Your Home > Mortgage Interest, ... My property taxes are not paid through mortgage lender. I get an option to upload the 1098 information. When I select upload, the property taxes get assigned as being paid to the mortgage lender so the next screen I get is only for additional property taxes, 2nd residence taxes, etc. The property tax amount is not listed anywhere on the 1098. This does not happen when I enter the 1098 information myself. When I enter the 1098 information the property tax field stay $0.00 until I enter it on the property tax field. Sounds like a bug.
a month ago
Yes, the web page may have 'partners' that have not signed up yet this year for importing, so it's possible they may show up in the program later.
However, if you need to enter a 1099-DIV, here...
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Yes, the web page may have 'partners' that have not signed up yet this year for importing, so it's possible they may show up in the program later.
However, if you need to enter a 1099-DIV, here's more info on How to Enter a 1099-DIV.
@mister_bill
a month ago
That zip code is for Kansas City Public Schools. It is also called Unified School District. So KCKPS or USD 500 may be what you are trying to determine. If not, please reply with more information.
a month ago
Has anyone found a fix for this?