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February 26, 2026
2:40 PM
Intuit informed me that I cannot run TurboTax Premier for Tax Year 2025 on my old Windows 10 PC, so I have purchased a new Windows 11 PC. However, I have 2022, 2023, 2024 stock market losses and oth...
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Intuit informed me that I cannot run TurboTax Premier for Tax Year 2025 on my old Windows 10 PC, so I have purchased a new Windows 11 PC. However, I have 2022, 2023, 2024 stock market losses and other data on the old Windows 10 PC that needs to be available to TurboTax Premier for Tax Year 2025 when I download it to my new Windows 11 PC. I need to know where this data is (i.e., what folders/files) and the correct place to move this data to on my new Windows 11 PC before I download TurboTax Premier for Tax Year 2025 to it. Can someone provide me with some knowledgeable/experienced guidance regarding this matter?
February 26, 2026
2:39 PM
The AI helper is telling me to go into the state form and manually correct, but I do not have access to the state form
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February 26, 2026
2:39 PM
Hi, I rolled over from employer's 403(b) to Traditional IRA in Year 2020 (5 years ago!!!). The 2020 Form 5498 reflected the amount. However, I just realized it today that I didn't fill in 1099-R back...
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Hi, I rolled over from employer's 403(b) to Traditional IRA in Year 2020 (5 years ago!!!). The 2020 Form 5498 reflected the amount. However, I just realized it today that I didn't fill in 1099-R back then. What should I do? Thank you for reading.
February 26, 2026
2:39 PM
If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are...
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If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
February 26, 2026
2:38 PM
1 Cheer
Those forms are for your use only. They are not mandatory and the IRS does not receive these forms when you file your tax return.
February 26, 2026
2:38 PM
We are married, filing jointly, both seniors, but Turbo Tax is only giving us the $34,700 standard deduction.
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February 26, 2026
2:37 PM
Hi - I just finished my 2025 Returns and noticed a section about Estimated Payments for 2026 appears on the page of the filing instructions. Why does my tax return include 2026 Estimated Payment vou...
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Hi - I just finished my 2025 Returns and noticed a section about Estimated Payments for 2026 appears on the page of the filing instructions. Why does my tax return include 2026 Estimated Payment vouchers? This is the first time I have seen it and never paying quarterly tax pmts before. Am I required to make these quarterly estimated tax payments? Is it for information only or mandatory to pay? Please advise. Thanks, Jessica
February 26, 2026
2:37 PM
To view/print your complete tax return you will have to first pay the TurboTax account fees.
To pay the TurboTax online account fees by credit card, without completing the 2025 return at this t...
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To view/print your complete tax return you will have to first pay the TurboTax account fees.
To pay the TurboTax online account fees by credit card, without completing the 2025 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. Complete the credit card section and click on Confirm payment.
However, you can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
February 26, 2026
2:36 PM
Enter your 1095-A as received. When you state the Allocation Percentage of 0% in the interview, TurboTax will do the calculations for you on 8962. You don't need to make any adjustments to the amoun...
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Enter your 1095-A as received. When you state the Allocation Percentage of 0% in the interview, TurboTax will do the calculations for you on 8962. You don't need to make any adjustments to the amounts on the form itself. If your form only has amounts in months from January through August, leave the other areas blank. If it has amounts in months for January through December, but you only shared January through August, you should still state the policy months as being January through December, as the 1095-A shows. I tested this in TurboTax Desktop by indicating 0% and entering 1095-A data for months January through June. I received a window stating 'You Maximized your Insurance Discount Last Year', with 'Total Credit you qualify for' as $0, 'Minus what you got in advance' $0, 'Remaining Credit on this Return' $0. My Form 8962 has Family Size 0 on Line 1, Line 9 has box checked' Yes', and in Part IV, Line 30, more 0's. This is correct, as the IRS just wants to see Form 8962 and 1095-A in your return and you neither owe or get a refund with a 0% allocation. You could delete your 1095-A and 8962 and step through the interview again. @Vanjam12
February 26, 2026
2:36 PM
This TurboTax section was very misleading. Redo for next year, please. Thanks. Very frustrating
February 26, 2026
2:35 PM
what does it mean for my 2025 Washington return to say this return has not been prepared ?
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February 26, 2026
2:35 PM
I'm not sure if it's complete keep getting run around in circles
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February 26, 2026
2:35 PM
What kind of help do you need? Is it Windows or MAC?
Troubleshooting tips for installing TurboTax Desktop Mac
Troubleshoot TurboTax Desktop for Windows issues
February 26, 2026
2:34 PM
See this for how to remove Live Assist - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
February 26, 2026
2:33 PM
1 Cheer
So I went back to Turbo-Tax telling them again that they own this problem - not the Wisconsin DOR. They agreed and asked me to wait until tomorrow (Friday February 27, 2026) as the fix may not have ...
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So I went back to Turbo-Tax telling them again that they own this problem - not the Wisconsin DOR. They agreed and asked me to wait until tomorrow (Friday February 27, 2026) as the fix may not have been put in today. They really dig their heals in when trying to get to management so I am going to call them back on Friday. My wife and I both grew up on dairy farms in Wisconsin and I had a career in IT hardware, software, problem management, change management and customer support. So I know the tactics they use and based on working from the back side of a cow while milking in a diary barn, and I know exactly what the Turbo-Tax response smells like so far.
February 26, 2026
2:33 PM
It is not taxable unless you have other income being reported other than the SS benefits.
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your oth...
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It is not taxable unless you have other income being reported other than the SS benefits.
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0
February 26, 2026
2:32 PM
You need to enter the 2024 AGI from the 2024 federal tax return that was filed. It is on the Form 1040 Line 11.
This is so you can e-file the 2025 tax return.
The TurboTax online editions do not...
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You need to enter the 2024 AGI from the 2024 federal tax return that was filed. It is on the Form 1040 Line 11.
This is so you can e-file the 2025 tax return.
The TurboTax online editions do not know you used the desktop edition for the 2024 tax return unless you transferred the 2024 return from your computer when you started the 2025 online tax return.
Additionally, if the Social Security benefits is the Only income to be reported on the tax return and there is no federal income taxes being withheld, then there is no reason or need to file a tax return.
Unless you also received a Form 1095-A for your health insurance through one of the State Marketplace Exchanges or from healthcare.gov then you must file a tax return.
February 26, 2026
2:31 PM
what is the taxable amount on 38000 in ss benefit
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February 26, 2026
2:30 PM
How do I answer the question about was the total amount shown in the form the amount you paid tax on?
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