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a month ago
Grandma passed away in August of 2025 without making her Traditional IRA RMD for that year. Inherited IRAs did not reach the multiple beneficiaries until February of 2026. 2025 RMD has still not been...
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Grandma passed away in August of 2025 without making her Traditional IRA RMD for that year. Inherited IRAs did not reach the multiple beneficiaries until February of 2026. 2025 RMD has still not been taken by anyone. My understanding is that recent changes from the SECURE Act give us until either 4/15/2026 or 12/31/2026 (I'm confused as to which) to take that 2025 RMD without a penalty. I have questions: Is that deadline to take the RMD 4/15 or 12/31? Do we need to fill out a form 5329 for 2025 to get the waiver or can we skip that, since the waiver is automatic? Do we need to enter anything related to all this in our 2025 Turbotax or do we just take the RMD this year and enter the resulting 1099-R in 2026 Turbotax? (I'm not even sure how I would record the fact of a missed RMD in Turbotax 2025 when it wasn't even our IRA at the time.)
a month ago
1 Cheer
Like I said, until tonight there were no inputs for R&B, computer expense, etc. Now there is. I use the Windows download version of The Home & Business version, not the web version.
a month ago
If your only state withholding is on your W-2, where are you seeing that your state tax withheld is incorrect? If your state tax withheld was a small amount, TurboTax may be giving you the Sales Tax...
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If your only state withholding is on your W-2, where are you seeing that your state tax withheld is incorrect? If your state tax withheld was a small amount, TurboTax may be giving you the Sales Tax Deduction instead, if it was larger.
How to Check in TurboTax:
View Tax Summary: Go to Tax Tools > Tools > View Tax Summary > State Tax Summary.
Preview 1040/Schedule A: Select Tax Tools > Tools > View Tax Summary > Preview my 1040 (on the left menu) to see if Sales Tax or Income Tax is listed on Schedule A.
@rogdotson
a month ago
If TurboTax Desktop won't open after an update, try the following:
Troubleshooting Steps:
Restart Your Computer: A full reboot often resolves post-update launch issues.
Run as Administr...
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If TurboTax Desktop won't open after an update, try the following:
Troubleshooting Steps:
Restart Your Computer: A full reboot often resolves post-update launch issues.
Run as Administrator: Right-click the TurboTax icon and select Run as administrator to bypass permission issues caused by updates.
Fix Installation Issues:
Clear Cache/Cookies: Clear your browser cache and cookies as this can affect the software's ability to update.
Here's a helpful link on how to clear cache; How to clear your cache
Repair Installation (Windows): Open Control Panel > Programs > Programs and Features, right-click TurboTax, and select Change/Repair.
Uninstall and Reinstall: If the repair fails, uninstall TurboTax, restart your computer, and download/install a fresh copy from the official site.
a month ago
turbo tax did not add my social security income to my gross annual income therfore my tax figure is incorrect
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a month ago
I cannot fix.
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a month ago
1 Cheer
Your family member can use the product key if you temporarily provide your turbo tax log in information, then they install and use the product key. After that, they can create their own tax return o...
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Your family member can use the product key if you temporarily provide your turbo tax log in information, then they install and use the product key. After that, they can create their own tax return on their PC without the need for your log in information. If you don't file using the cloud, then your tax return is kept private on your own PC. This way, your log in information reveals nothing (about your tax data) to your family member.
a month ago
You don't have to do anything except enter your SSA-1099 in TurboTax. You get the deduction for the repayment automatically because the repayment is already subtracted from the amount that you enter ...
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You don't have to do anything except enter your SSA-1099 in TurboTax. You get the deduction for the repayment automatically because the repayment is already subtracted from the amount that you enter on your 2025 tax return, which is the amount in box 5. You pay tax on only $8,512 instead of $24,768.
All the complicated calculations in Pub. 915 are needed only if the repayment is more than your 2025 benefits, so you end up with a negative number in box 5.
a month ago
Did you e-file already?
a month ago
Having trouble figuring out how to enter a back door roth conversion with desktop version of turbo tax. I made no contribution in 2025 and only did a conversion. 1099r received does not know taxable...
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Having trouble figuring out how to enter a back door roth conversion with desktop version of turbo tax. I made no contribution in 2025 and only did a conversion. 1099r received does not know taxable portion but i have 8606 from last year to use. Turbo tax did not prompt me for traditional value as of 31 december so it does not know my traditional value. Is this something I need to enter manually and over write the current draft 8606 for 2025 to get pro rated non taxable portion considered. If yes tell me where and how to do this
a month ago
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a month ago
Just uninstalling Bitdefender will fix this issue. Bitdefender is a third-party anti-virus software, which is nothing to do with Window 11. The built-in antivirus/firewall software on Windows 11 is...
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Just uninstalling Bitdefender will fix this issue. Bitdefender is a third-party anti-virus software, which is nothing to do with Window 11. The built-in antivirus/firewall software on Windows 11 is Microsoft Defender Antivirus. It is part of the broader Windows Security app, which comes pre-installed and active on every Windows 11 system from the moment you start the PC. Therefore, you do not need Bitdefender on your PC.
a month ago
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a month ago
Perfect! I fixed the double counting of the heat pump/AC/gas furnace replacement equipment from the Home Energy that would have been a disaster. Thank you
a month ago
i have one detail to review
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a month ago
7 Cheers
If it’s not ready by the end of the weekend there needs to be a discount code offered to mitigate the damages to at least the users in this thread. It should have been a warning on the main page sayi...
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If it’s not ready by the end of the weekend there needs to be a discount code offered to mitigate the damages to at least the users in this thread. It should have been a warning on the main page saying “if you have a rental you will not be able to do your taxes for an extended period and we don’t know how long that will be”. Because people spend hours importing the data to just find out later that it can’t be completed.
a month ago
I already checked and made sure it was logged in to the same acct I used last year. I am trying to use the app on my phone
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