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February 28, 2026
11:01 AM
There's already a thread on this board re this topic: https://ttlc.intuit.com/community/retirement/discussion/what-is-the-proper-way-to-adjust-the-cost-basis-for-the-slv-gld-etfs-that-are-structu...
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There's already a thread on this board re this topic: https://ttlc.intuit.com/community/retirement/discussion/what-is-the-proper-way-to-adjust-the-cost-basis-for-the-slv-gld-etfs-that-are-structured-as-trusts/00/1334122 It's a long one but it's worth reading through all of the posts.
February 28, 2026
11:01 AM
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February 28, 2026
11:00 AM
No one can see your screen or your tax return. Please be specific about the help you need. What are you stuck on?
February 28, 2026
11:00 AM
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February 28, 2026
10:59 AM
Need help
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February 28, 2026
10:59 AM
It's a required question in tax law and therefore it must be asked. The full amount received will be the required minimum distribution when you complete the return. It is assumed the financial holder...
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It's a required question in tax law and therefore it must be asked. The full amount received will be the required minimum distribution when you complete the return. It is assumed the financial holder does the required calculations each year. It is not a software defect.
@SuzMarie
February 28, 2026
10:59 AM
No. The IRS does not want 132 pages mailed to them. When you print the return for filing by mail, it will print out with the appropriate pages needed to mail in.
February 28, 2026
10:58 AM
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February 28, 2026
10:58 AM
If you are referring to the property taxes you have paid on your primary personal residence, yes those deductible.
To enter, edit or delete Property Taxes - Click on Federal Taxes Click on De...
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If you are referring to the property taxes you have paid on your primary personal residence, yes those deductible.
To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mortgage Interest, Refinancing, and Insurance, click on the start or update button If paid directly On Property Taxes, click on the start or update button
February 28, 2026
10:57 AM
yes, i used the interview but it still did not place the missing number from my social security into the correct box on the soc sec lump sum worksheet in order for it to calculate correctly.
February 28, 2026
10:57 AM
Yes, as itemized expenses. To enter them select the following:
Federal
Deductions and Credits
Your Home
Property Taxes
Itemized expenses include mortgage interest, gambling losses ...
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Yes, as itemized expenses. To enter them select the following:
Federal
Deductions and Credits
Your Home
Property Taxes
Itemized expenses include mortgage interest, gambling losses within limitations, charitable contributions, state and local taxes up to $40,000, medical expenses in excess of 7.5% of your AGI and federally declared casualty and losses in excess of 10% of you AGI with the first $100 not counting towards the loss.
Then your total itemized expenses would need to be greater than your standard deduction below in order to benefit from your expenses.
The 2025 Standard Deductions are as follows:
Married Filing Joint (MFJ) $31,500
Married Filing Separate (MFS) $15,750
Head of Household (HOH) $23,625
Single $15,750
Blind or over 65 and MFJ or MFS add $1,600
Single or HOH if blind or over 65 add $2.000
Standard Deduction vs. Itemized Deductions: Which Is Better?
February 28, 2026
10:57 AM
1040X for 2025 just became available.
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you ...
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1040X for 2025 just became available.
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)
See this TurboTax support FAQ for amending a tax return -
CURRENT YEAR
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
February 28, 2026
10:56 AM
Do I need to mail my 132 page consolidated 1099 with my return?
February 28, 2026
10:56 AM
TurboTax asks because it's a question required by the IRS. Enter the amount of your 1099-R as the required minimum distribution (RMD) in this situation. It's a normal question about a retirement dist...
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TurboTax asks because it's a question required by the IRS. Enter the amount of your 1099-R as the required minimum distribution (RMD) in this situation. It's a normal question about a retirement distribution on Form 1099-R and It would seem your mother in law is definitely taking the correct RMD her age. The financial institution does the calculation every year, even if they don't explain it.
@SuzMarie
February 28, 2026
10:56 AM
You can follow the IRS guidelines for determining your overtime premium:
If individuals do not receive a Form W-2 or other statement from their employer or other payer for tax year 2025 that...
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You can follow the IRS guidelines for determining your overtime premium:
If individuals do not receive a Form W-2 or other statement from their employer or other payer for tax year 2025 that separately reports the amount of qualified overtime compensation, they may use any of the methods described in Notice 2025-69 and the Instructions to Schedule 1-A that are included in the Instructions for Form 1040 to calculate the amount of qualified overtime compensation.
February 28, 2026
10:56 AM
When you use online TurboTax software you get one return per fee.
Each return needs its own email, account and user ID. If you use the same account and user ID for a second return, the second...
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When you use online TurboTax software you get one return per fee.
Each return needs its own email, account and user ID. If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596
https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/
February 28, 2026
10:54 AM
In the past, we used desktop Turbotax to do our joint tax return plus my mother's tax return separately. How can I do that with the online version of Turbotax?
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February 28, 2026
10:54 AM
Are you certain your e-file was accepted?
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Sometimes people get confused by the “summary” given by TurboTax and use the wrong am...
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Are you certain your e-file was accepted?
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund. Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.
Your federal refund amount is on line 35a of your Form 1040
https://www.irs.gov/refunds
February 28, 2026
10:53 AM
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As you walk through the steps to enter your 1098-T, you will come to a screen that asks if you had "education expenses other than tuition" Say yes or check the box. Then continue on to enter your 10...
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As you walk through the steps to enter your 1098-T, you will come to a screen that asks if you had "education expenses other than tuition" Say yes or check the box. Then continue on to enter your 1098-T. After you enter the 1098-T, you will be given a chance to enter the other expenses not paid to the school. Note, Qualified Education expenses for the lifetime learning credit include only expenses paid directly to the school as a condition of enrollment. So if you checked the box that said you already claimed the AOTC for 4 years, you may not get the boxes to enter your other expenses since they are not eligible expenses.