All Posts
a month ago
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow ...
See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
a month ago
Topics:
a month ago
For the Canadian Registered Pension Income, after you click the trash can icon to delete the blank entry, don't click Continue. Instead, go back to Federal Taxes and select another area in which to w...
See more...
For the Canadian Registered Pension Income, after you click the trash can icon to delete the blank entry, don't click Continue. Instead, go back to Federal Taxes and select another area in which to work. The Canadian Pension should be removed from your return.
a month ago
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow ...
See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
@egarildson
a month ago
Topics:
a month ago
A SEP IRA and Roth IRA aren't interchangeable for tax purposes, so this does need to be corrected, but the fix depends on how the contribution was processed by the financial institution.
First,...
See more...
A SEP IRA and Roth IRA aren't interchangeable for tax purposes, so this does need to be corrected, but the fix depends on how the contribution was processed by the financial institution.
First, contact the custodian and confirm how the contributions was coded. If it was processed as a Roth contribution, it can't be deducted as a SEP contribution on your tax return.
If the custodian can reclassify it properly as a SEP contribution for a SEP contribution for 2024, then no amendment may be needed. However, if it remains a Roth, you would need to amend your 2024 return to remove the SEP deduction.
The key is that your tax return must match how the contribution is reported on Form 5498.
a month ago
Topics:
a month ago
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow ...
See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
@bobj007 @user17712171995
a month ago
I received a W2 for deferred compensation. On this W2 form, Box 1 is less than box 11 because a portion of my compensation was categorized as non-taxable. The discrepancy between box 1 and box 11 is ...
See more...
I received a W2 for deferred compensation. On this W2 form, Box 1 is less than box 11 because a portion of my compensation was categorized as non-taxable. The discrepancy between box 1 and box 11 is generating and error in Turbotax. The error tells me box 1 and box 11 should match. How do I account for the non-taxable portion of the compensation to fix this error?
a month ago
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow ...
See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
a month ago
Many thanks for the super fast reply! However, still hoping to receive a more detailed response to my specific example, if at all possible!
a month ago
1 Cheer
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow ...
See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
a month ago
We cannot see your screen, your return or your account. Have you entered ALL of your 2025 information? All your income, etc.? Many tax documents that you need do not arrive until late January or e...
See more...
We cannot see your screen, your return or your account. Have you entered ALL of your 2025 information? All your income, etc.? Many tax documents that you need do not arrive until late January or even February, so maybe you do not have it all there yet.
There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc. You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17? If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC) Did you have any “side gigs” like rideshare driving or delivery driving—-with no tax withheld? Are you 65 or older ? If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.
And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41
Print out 2024 and 2025 and compare them side by side to see what is different.
https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN
a month ago
I am trying to e-file my returns but I keep getting an error message: Check this entry: Form 8962: Your calculation could not be completed. Reference Code 4-530-582. Funny thing is, I checked that ...
See more...
I am trying to e-file my returns but I keep getting an error message: Check this entry: Form 8962: Your calculation could not be completed. Reference Code 4-530-582. Funny thing is, I checked that I did not get a 1095-A form, nor did I purchase government healthcare. I am not eligible for the premium tax credit. When I receive the error, I click on Continue and nothing happens. Any help here?
Topics:
a month ago
I'm not sure if this is a similar issue but you can try these things:
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security ...
See more...
I'm not sure if this is a similar issue but you can try these things:
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
@Ambilobe @Cogswelj
a month ago
Oh gee, walked into that one LOL... IF we were speaking of those who are barely scraping by then I'd agree with your rant BUT we are not! We are speaking about a landlord deduction. If one has the...
See more...
Oh gee, walked into that one LOL... IF we were speaking of those who are barely scraping by then I'd agree with your rant BUT we are not! We are speaking about a landlord deduction. If one has the means to buy real estate then one has the means to be fiscally responsible. So stop the whining! If, in your opinion, one is struggling financially then this real estate owner either has to fine turn their W4 or needs to learn fiscal accountability. Neither of which anyone else has any control of nor is it any else's emergency. Let's hope that 2/19 is the day. If not, I - and every other landlord - can wait until 4/15. Patience is a virtue, entitlement is not. @MyCoal
a month ago
1 Cheer
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow ...
See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
a month ago
In TurboTax Online, follow these steps to remove IRS form 1099-OID.
Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & Income.
Click...
See more...
In TurboTax Online, follow these steps to remove IRS form 1099-OID.
Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & Income.
Click the down arrow to the right of Less Common Investments and Savings.
Click to the right of 1099-OID, Foreign Accounts.
At the screen Form 1099-OID summary, click the trashcan icon to the right of the investment.
a month ago
Ok. Thank you for looking into this and working toward a correction.
a month ago
live agent
Topics: