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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?

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

Did he get a W2?  No, his income only goes on his own 1040 return.  They don't have to file if they only have W2 income under 15,750 (2025) but can file to get back any withholding taken out in boxes 2 or 17. But you don't get boxes 4 or 6 back. If they got a 1099Misc or 1099NEC they have to file it as self employment income no matter how small the amount.   If you file a 1040 return for him be sure to check the box on his return that he can be claimed on  someone else's return.  That is very  important.  It will be under My Info when you fill out his personal infomation.     He can probably use the Online Free Edition.  You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return Or use the Desktop program. The Desktop program can do unlimited returns and efile 5 for free. And you can use any Desktop version, they all have the same forms. So you could use a lower version than you might need in the Online version.

This experience is under investigation, and your input is appreciated. We have not been given an estimated date for a resolution or program update. We'll post to this thread when we have more information.

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?

You cannot add her W-2 to your own tax return.   She does not have to file her own tax return because she made less than $15,750. However, she should file a Form 1040 if her employer took taxes out of her paycheck. Filing is the only way for her to get that money back as a refund.   You can still claim her as a dependent on your taxes. If she  does file her own return, she must check the box that says "Someone can claim you as a dependent."   Here's some information you may find helpful: At What Income Does a Minor Have to File an Income Tax Return?

In the upper right corner of the app desktop, find and click on "Forms." A list of forms will appear. Find Form 5329--T. Click on it. The form will open. I had to type in my address, but my name was there already. Scroll down to part IX. If you click on the YES box under Corrected?, your tax liability will be reduced so that you only have to pay 10% of the RMD shortfall. CAUTION: There is a worksheet visible which asks for the amount that you corrected. In my case, I corrected the entire shortfall so I typed that number in the box. The app seems to think that is all that is required. HOWEVER, after going all the way to the end, at the point where I could push the "Submit" button, when I pushed the "Submit" button, the program said, "Not so fast, dummy!" (or something like that). It then took me to the Worksheet that asks for an Explanation of the corrected amount. At that point the program computes your taxes due/refund AS IF THE IRS HAD GRANTED A REQUEST TO WAIVE ALL OF THE SHORTFALL PENALTY.  Moreover, despite the re-computation of tax due/refund, THAT FORM will not be saved. The program puts you into a DOOM LOOP (fill in the form, continue, hit Submit, go to the form, fill in the form, continue, hit Submit . . . ).  The only alternative at that point is to file a Paper Return.  This means, you can file electronically ONLY if you do not fill in the box that asks how much of the shortfall you corrected. I was on the phone with the Turbo Tax help team for hours and none of the three that I talked to told me that I could file electronically IF I WAS WILLING TO CORRECT THE SHORTFALL without asking the IRS to waive the entire amount. Hope this helps.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

@rhmaynard You are correct.  It is in the instructions for the 2025 Form 1099-R.  And it is shown on the 2025 IRS Form 1099-R.   My mistake, was looking at a 2024 Form 1099-R.   There is a code Y for box 7 of the 1099-R when using the TurboTax online editions and the TurboTax desktop editions.   Created a Form 1099-R with $5,000 in box 1 and box 2a empty.  Box 7 used a code of Y.  Continued through the various screen and landed on the screen How much did Payer transfer directly to charity?  Enter $5,000 and on the following screen $5,000.00 of your retirement distribution is now designated as a nontaxable Qualified Charitable Distribution (QCD).      

Rental Property sales are entered in two places under Rental Properties.   Open your return, go to Tax Tools >> Tools >> Topic Search. Search on "schedule e" then click the link. On the Rental and Royalty Summary page, click Edit (pencil icon) beside the property you sold. (If you didn't report this property last year, you'll need to complete all the interview questions, including setting up the asset(s) for depreciation.) Click Edit beside the Rental Property info. Under General Info: "Situations" (or on the page "Do Any of These Situations Apply?"), click "I sold or disposed of this property." Continue through the screens to the Property Rental Summary page. Click Edit beside Sold Rental Property. Go directly to your asset summary and click Edit beside the rental asset you sold. Continue to the page "Tell Us More About This Rental Asset" and check the box for "The item was sold..." Enter the date of the sale in the pop-up box. Follow the prompts to enter the sale information. Continue back to the Property Summary page. Click Done and answer any follow-up questions. For more info, see I sold my rental property. How do I report that?

Follow these steps to add Form 8862 to your taxes:   Sign in to your TurboTax account and click Continue your return. Click Search in the upper right-hand corner and search for 8862. Select the first result: Jump to 8862. Now you are at the beginning of the Earned Income Credit. Continue on the first two screens and stop when you see Do any of these uncommon situations apply? Check the box that says, I got an IRS notice saying that I can only claim the Earned Income Credit if I file an 8862 and Continue.   Select Done, but hang on, there are a few more steps to go. Answer the question about your IRS notice.  

How was your federal pension reported? On a 1099-R from the OPM? Was the reporting the same both years?   What was your AGI in both years? Kansas did make a change this year (Tax Year 2025) about removing the income limitation on Social Security in Kansas, but I am not finding something for federal pensions.

I am not trying to take any advantage of tax system.   Option 1 - take RMD on Monday. Then move money to ROTH on Tuesday.  Perfectly legal.  All is fine.   Option 2 - Move money to ROTH on Monday, and then take out RMD on Tuesday.  That causes big problems and subject to 6% penalty.   Here is the crazy part.  The money involved is the same in both situations.   Not tax advantage doing it one way vs the other.  The RMD amount was FIXED back on Dec 31st.

The forms in your complete return are in numerical order after the Schedules (A, C, D, E). Look for the title "Passive Activity Loss Limitations" at the top of the page and Form 8582 in the top left corner.

I have proceeded to look at the tax forms. There is income being calculated for my husband in Part III of Form 8889. He does not have a separate HSA account, so I don't know why there is a form for him. My form has no income in Part III.

Yes, I do have the Open Forms button at the top.  Scrolling down to State: The State does have the correct (+) and (-) toggles. A.I. suggested at least 12 remedies, each touted as the absolutely guaranteed solution. I need the upload PDF button, which only appears at the "Federal" level. If I can't upload my PDF tax allocation statement, I'll have to type one out, then snail mail the entire return to IRS and the state.