All Posts
March 3, 2026
4:02 PM
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
March 3, 2026
4:02 PM
In TurboTax, in the Ohio state income tax return, at the screen Here's the income that Ohio handles differently, scroll down to Survivor benefits. Select Start to the right.
Learn more states:...
See more...
In TurboTax, in the Ohio state income tax return, at the screen Here's the income that Ohio handles differently, scroll down to Survivor benefits. Select Start to the right.
Learn more states:
Deduct survivor benefits to the extent included in federal adjusted gross income. Most life insurance benefits are not included in federal adjusted gross income and thus are not deductible.
Generally, survivor benefits include any amount received because of the death of another individual. The decedent's age, recipient's age, relationship to the decedent, and prior tax treatment of the income on the decedent's return are not relevant in determining if income qualifies as survivor benefits.
To determine if amounts are survivor benefits, you should refer to the terms of the plan under which the benefits are paid. Any amounts payable without the death of a covered individual as a precondition are not survivor benefits.
March 3, 2026
4:01 PM
You need a Social Security number in order to claim your child and get child-related credits. If you will not have that SSN by April 15, sometime later in March, request an extension so that you wi...
See more...
You need a Social Security number in order to claim your child and get child-related credits. If you will not have that SSN by April 15, sometime later in March, request an extension so that you will have more time to get the SSN. The online request for an extension becomes available sometime in mid-March.
March 3, 2026
3:59 PM
To remove the form, mark the property as not qualified in the software, even if it doesn’t feel right. Try these steps to see if this makes a difference.
Go back to the Oklahoma State sectio...
See more...
To remove the form, mark the property as not qualified in the software, even if it doesn’t feel right. Try these steps to see if this makes a difference.
Go back to the Oklahoma State section in your return.
Navigate to the screen titled "Summary of Oklahoma Capital Gains and Losses."
Click Edit next to the Edward Jones transaction.
On the next screen, check the tiny box that says "This property does not qualify for exclusion."
When you check this box, TurboTax knows you’re not claiming this deduction. The software should stop asking for the “Property Type,” and the filing error should go away.
March 3, 2026
3:58 PM
I didn't really get a response to my question. The last clarification I need is if I put the vehicle into service 2 years after purchasing the vehicle (100% personal use for 2 years, then partial ti...
See more...
I didn't really get a response to my question. The last clarification I need is if I put the vehicle into service 2 years after purchasing the vehicle (100% personal use for 2 years, then partial time business use in years 3+ and only ever claimed the Standard Mileage Rate, what do I use for Cost Basis, the original purchase price or an estimated FMV at time the car was placed into service? If the answer is I need to use FMV, I have records of what that value would have been at the time. @DianeW777
March 3, 2026
3:58 PM
In addition to the information provided by @xmasbaby0 and @DoninGA, see below for more resources from the state and federal tax agencies:
According to the Wisconsin Department of Revenue, if yo...
See more...
In addition to the information provided by @xmasbaby0 and @DoninGA, see below for more resources from the state and federal tax agencies:
According to the Wisconsin Department of Revenue, if you filed electronically, "most refunds are issued in less than three weeks. Filing a paper return could delay your refund. Our strong fraud and error safeguards could delay some refunds up to 12 weeks". You can also use their app to track the status of your refund.
You can also check the status of an IRS refund here.
@brandygarica46
March 3, 2026
3:58 PM
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the...
See more...
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
March 3, 2026
3:58 PM
Topics:
March 3, 2026
3:57 PM
It just keeps going to the same screen without a payment going through
Topics:
March 3, 2026
3:56 PM
The context: 2023 and 2024 my wife and I filed married filling separately. We both contributed to individual Roth IRA's in those tax years. We lived together for those filling years. We were both ove...
See more...
The context: 2023 and 2024 my wife and I filed married filling separately. We both contributed to individual Roth IRA's in those tax years. We lived together for those filling years. We were both over the income threshhold, We know this is considered excess contributions for those tax years. We did not report the contributions in those tax years. The question: Do we have to do amended returns for those tax years? Or can we remedy these prior year excess contributions with the 2025 filing and remit the penalty on the 2025 return?
Topics:
March 3, 2026
3:56 PM
Topics:
March 3, 2026
3:56 PM
Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there. Otherwise, po...
See more...
Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there. Otherwise, post your question here and someone will try to help.
To call TurboTax customer support
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
March 3, 2026
3:55 PM
Yes, you will enter it as other reportable income. Trading foreign currency falls under IRC section 988. Gains and losses are entered as ordinary income. There is no $3,000 cap on losses like with st...
See more...
Yes, you will enter it as other reportable income. Trading foreign currency falls under IRC section 988. Gains and losses are entered as ordinary income. There is no $3,000 cap on losses like with stocks and cryptocurrency.
To enter the other reportable income:
Open to federal income
Scroll to the bottom, click an arrow, show more income until you see Less Common Income
Select Miscellaneous income, 1099-A, 1099-C
Select Other Reportable Income
Description section 988 FOREX Gain/Loss EFX account
Enter amount of net profit. If it is a loss enter a negative sign in front.
Reference: Cornell Law School
March 3, 2026
3:55 PM
You must pay your state tax due using the state’s preferred method of receiving payment. For most states that will be by making a payment to the state’s own tax website, or by mailing a check or mon...
See more...
You must pay your state tax due using the state’s preferred method of receiving payment. For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
March 3, 2026
3:54 PM
I'm using TurboTax Premier (desktop) for TY 2025 after my CPA announced her retirement. She produced depreciation tables for various DST (fractional real estate) assets thru TY 2024. When I enter the...
See more...
I'm using TurboTax Premier (desktop) for TY 2025 after my CPA announced her retirement. She produced depreciation tables for various DST (fractional real estate) assets thru TY 2024. When I enter the assets and property types, TurboTax returns the correct 2025 values for assets in the 27.5 and 39 year (straight line) classes, and also returns correct values for the 15 year 150 Declining Balance (150DB) class property. But when I enter assets which use the 200DB method, TurboTax returns the same value for 2025 that my CPA used for TY 2024. It should be less for 2025 because the 200DB method is not linear. I deleted the asset(s) and re-entered them using correct property type, cost, and placed-in-service date several times to no avail. No Sec 179 or bonus depreciation was claimed. As a validation check, I entered all the same information into a web-based depreciation calculator and it returned the correct values for 2025. The TT calculator appears to be a year off. Can someone at TT double-check the 200DB calculator embedded in the program?
March 3, 2026
3:54 PM
My son was born in may of 25, he does not have a ss card. How do I claim him?
Topics:
March 3, 2026
3:53 PM
March 3 -- no new updates and the ARTS form is still unable to be e-filed. I spoke directly with nice staff at the City of Portland ARTS offices, and they said, "TurboTax is still working to get the ...
See more...
March 3 -- no new updates and the ARTS form is still unable to be e-filed. I spoke directly with nice staff at the City of Portland ARTS offices, and they said, "TurboTax is still working to get the ARTS form integrated into their production environment. No ETA yet." :( Honestly, reaching TurboTax support is so difficult and frustrating, I'm not sure I'm up to calling in about this again only to be shuffled around from one rep to the next saying they can't find any report and demanding screen sharing to see the error and then ultimately having the line dropped (does this sound like previous experience? :-P). But I really do hope the expert users here, like @AmyC , have the ear of Turbo Tax internal engineering. Having to deal with all of these issues (much worse this year than prior years) this late in the game is simply unacceptable.
March 3, 2026
3:52 PM
entire year interest is 12000, 3 months's portion is 3000. to answer tuobo's questions, use 12000 or 3000?
Topics:
March 3, 2026
3:51 PM
Intentionally very misleading. Now that I coughed up the extra $40 - makes me wonder if that used one of my "free" e-files too. I still have to do my kids and my moms and am going to be cranky if o...
See more...
Intentionally very misleading. Now that I coughed up the extra $40 - makes me wonder if that used one of my "free" e-files too. I still have to do my kids and my moms and am going to be cranky if one of them ends up with an e-file fee due to terrible instructions.
March 3, 2026
3:51 PM
Why would regular loss carryover and QBI loss carryover be different? Mine are different.