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March 6, 2026
7:47 AM
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March 6, 2026
7:45 AM
Topics:
March 6, 2026
7:44 AM
The Form 1099-R from DFAS is the standard 1099-R
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...
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The Form 1099-R from DFAS is the standard 1099-R
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
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
March 6, 2026
7:44 AM
Unable to get system to recognize my pension startup costs.
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March 6, 2026
7:42 AM
I had no mortgage loan and no mortgage interest of any kind to report, either for my primary home or for any other property. I made no entries in TurboTax related to any mortgage loan or any deductio...
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I had no mortgage loan and no mortgage interest of any kind to report, either for my primary home or for any other property. I made no entries in TurboTax related to any mortgage loan or any deduction for mortgage interest.
March 6, 2026
7:41 AM
@Shawnplybon
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.int...
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@Shawnplybon
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
March 6, 2026
7:40 AM
I had to go back in delete everything because i tried 6 times to get taxes to go through it say need to file state but federal is done then when i do state it say need to do federal so i deleted it n...
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I had to go back in delete everything because i tried 6 times to get taxes to go through it say need to file state but federal is done then when i do state it say need to do federal so i deleted it need to give me me my money back
March 6, 2026
7:40 AM
There is no tab when signed in with the expert's name. Every time a user signs in, there is no assigned expert, and opening the expert window results in a new chat being started. How are the messages...
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There is no tab when signed in with the expert's name. Every time a user signs in, there is no assigned expert, and opening the expert window results in a new chat being started. How are the messages OUTSIDE the chat accessed?
March 6, 2026
7:40 AM
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
The IRS states that most federal tax refunds are issued within 21 days o...
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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.
Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts. You generally will receive a letter stating what the offset was for. The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.
Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"?
Why do some refunds take longer than others?
What if my IRS refund is taking longer than 21 days?
March 6, 2026
7:39 AM
Yes, for 1099-Cs you can just add them together and enter them. The IRS already has copies of the forms and knows the total and the actual forms don't need to be included with the return.
March 6, 2026
7:39 AM
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns...
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Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns quickly and some are very slow.
STATE RETURN
Make sure your state return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/
To track your state refund:
ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
March 6, 2026
7:39 AM
TurboTax could be modified to ask about deductible contributions made in or after the year one reaches age 70½, but I suspect that that would create a lot of question by those who do not know the law...
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TurboTax could be modified to ask about deductible contributions made in or after the year one reaches age 70½, but I suspect that that would create a lot of question by those who do not know the law. TurboTax tracking basis in these deductible contributions would require much more, similar to what is done for nondeductible traditional IRA contributions. "I’ve found that Turbo Tax doesn’t automatically create a Form 8606 each year when my prior year forms are in the system. " This is correct behavior. The IRS wants Form 8606 included in your tax return only if reporting one or more of the transaction that instructions for Form 8606 indicate are required to be reported on this form. With nothing new to report, your last-filed Form 8606 is still current. For your own yearly tracking you can refer to TurboTax's IRA Information Worksheet (which each year you should check to verify that it still has the correct information).
March 6, 2026
7:39 AM
The amount on line 2b of the medical expenses worksheet does not match the amount on my 1095-A. I do not have a schedule 1 or a schedule C, and Part II of schedule 3 is blank. The difference is onl...
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The amount on line 2b of the medical expenses worksheet does not match the amount on my 1095-A. I do not have a schedule 1 or a schedule C, and Part II of schedule 3 is blank. The difference is only $5, so I doubt it makes any significant difference, but I would like to understand why the numbers don't match. Just had an epiphany, it looks like Turbo tax is calculating the amount on line 2b by adding the rounded amount of the 12 monthly premiums from the 1095-A instead of the Annual total from the 1095-A. For example, my monthly premium was XXX.40. The amount on the worksheet reflects XXX x 12 instead of XXX.40 * 12. Seems like a bug to me.
March 6, 2026
7:37 AM
1 Cheer
I tried again on Friday as suggested and saw the Oregon state download was updated but still no fix to this problem. New ETA on the fix?
March 6, 2026
7:37 AM
Please report this by emailing security@intuit.com.
March 6, 2026
7:36 AM
how can I speak to a live represenative
March 6, 2026
7:36 AM
That $200 check was likely the NYS Inflation Refund (also called the Supplemental Tax Credit) sent out in late 2025. The IRS and NYS have specific rules for these "one-time" checks: The $200 is ...
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That $200 check was likely the NYS Inflation Refund (also called the Supplemental Tax Credit) sent out in late 2025. The IRS and NYS have specific rules for these "one-time" checks: The $200 is NOT taxable by New York State. You do not owe NYS any tax on this money. On the federal level, if you took the Standard Deduction in 2024: The $200 is NOT taxable. You can likely skip the amendment entirely. Most taxpayers fall into this category. If you Itemized Deductions (Schedule A) in 2023: It is taxable federally because you received a "tax benefit" from deducting your state taxes previously. You will need to file an amended return only if you met the third condition mentioned. if this is the case, report this as other income. Go to Federal > Wages & Income. Find State and Local Tax Refunds (1099-G). Enter the $200. When it asks for the Tax Year, select 2023 (since the check was based on your 2023 eligibility). When TurboTax asks, "Does either apply to your 2023 New York return?"—select NO. Choosing "No" might seem unusual, but it lets the software know this is a "Special Payment," not a regular refund. This way, it’s included in your Federal Income and automatically subtracted on your New York state return. If you have already filed and realized you definitely need to report this (as an itemizer): Wait until your original return is fully processed and you have received your refund (or paid your balance). Open your tax file in TurboTax and select "Amend a filed return." Follow the steps above to add the 1099-G. The software will generate Form 1040-X. If working in the desktop version, Go to federal>other tax situations Other tax forms Amend a return
March 6, 2026
7:36 AM
Looks like two lines of info on Form 4797 are including and duplicating information. Total of two Gross sales prices [d] are too much as land sale and cost value are on both lines but top line alread...
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Looks like two lines of info on Form 4797 are including and duplicating information. Total of two Gross sales prices [d] are too much as land sale and cost value are on both lines but top line already includes land value. Result is that instead of -9k total - the form on a separately line duplicates land costs - so there is an unnecessary Gain.
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