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February 21, 2026
9:38 AM
never mind. Found it on the Schedule C form (not via the interview). If I blank out the EIN, it reverts to her SSN
February 21, 2026
9:37 AM
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February 21, 2026
9:37 AM
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February 21, 2026
9:35 AM
Unless a scholarship is restricted to paying tuition (Pell grants are not restricted) you are free to allocate your qualified educational expenses (QEE)(tuition, fees, books and course materials incl...
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Unless a scholarship is restricted to paying tuition (Pell grants are not restricted) you are free to allocate your qualified educational expenses (QEE)(tuition, fees, books and course materials including a computer) any way you want at tax time. You allocate your expenses to the tax credit or to the scholarships (to keep some of it tax free). You don't have to isolate/allocate to actual out of pocket payments. This assumes you don't have a 529 plan distribution also needing allocated expenses.
If you need help doing so, provide actual numbers. But, simply allocating $4000 QEE to the credit is all that is usually needed.
February 21, 2026
9:34 AM
My wife's business (Schedule C) used to operate on the EIN that was issued to the business, but in 2025 we reverted to using her SSN for W9 enrollment (she works as an independent contractor). The S...
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My wife's business (Schedule C) used to operate on the EIN that was issued to the business, but in 2025 we reverted to using her SSN for W9 enrollment (she works as an independent contractor). The Schedule C and related forms all show her correct SSN, but form 8995 (QBI computation) still shows her EIN. Where can I go to change this?
February 21, 2026
9:34 AM
If this is from a Pension then all of the income received is an RMD.
February 21, 2026
9:33 AM
@18dtliky You must pay your fees before you can print.
https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/00/26244
February 21, 2026
9:33 AM
Wisconsin uses the federal AGI as the starting point of the state tax return. If you excluded the income on the federal return, you do not have to exclude it again on the Wisconsin state tax return.
February 21, 2026
9:33 AM
1 Cheer
Next year, on the 2026 tax return. Since you are a cash basis taxpayer, the property taxes are deductible in the year that they are paid.
For more information, see this article: Claiming Prope...
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Next year, on the 2026 tax return. Since you are a cash basis taxpayer, the property taxes are deductible in the year that they are paid.
For more information, see this article: Claiming Property Taxes on Your Tax Return
February 21, 2026
9:33 AM
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Cl...
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If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over
February 21, 2026
9:33 AM
How can I figure out the RMD of my wife's retirement account?
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February 21, 2026
9:32 AM
And how do I connect with the Expert Assist?
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February 21, 2026
9:32 AM
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
February 21, 2026
9:32 AM
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I ...
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To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
February 21, 2026
9:32 AM
Can I change from expert to the free filing version?
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February 21, 2026
9:31 AM
Code TY25-WI-Retirement_TT means your tax return for Wisconsin was not submitted.
The Reason is:
We're updating TurboTax for a recent change to Wisconsin's retirement income rules. The up...
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Code TY25-WI-Retirement_TT means your tax return for Wisconsin was not submitted.
The Reason is:
We're updating TurboTax for a recent change to Wisconsin's retirement income rules. The update will be available on February 13, 2026. Please log in on or after that date and resubmit your return. (Online versions update automatically.) 1. If you have no retirement income OR all of your retirement income is from qualified plans -- like a 401(k), 403(b), IRA, or government pension -- you can simply review and resubmit. Most workplace retirement plans are qualified. 2. If you have retirement income from a non-qualified plan (uncommon), go to Retirement Benefits Adjustments and follow the steps to update your amounts before resubmitting. We truly apologize for any inconvenience this might have caused.
February 21, 2026
9:31 AM
1 Cheer
If paid in January 2026 they would only be reported on a 2026 tax return that is filed in 2027.
February 21, 2026
9:31 AM
1099R where to post
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February 21, 2026
9:31 AM
If this is the first time you have ever filed a tax return then you do not have a 2024 AGI. Choose the answer that says you did not file a 2024 return, or try using zero as your AGI. If neither of...
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If this is the first time you have ever filed a tax return then you do not have a 2024 AGI. Choose the answer that says you did not file a 2024 return, or try using zero as your AGI. If neither of those tactics work, you can file by mail.
Print, sign and date your return in ink, and mail it.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.