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a month ago
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a month ago
Where is my refund
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a month ago
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a month ago
How do I enter clergy housing allowance?
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a month ago
Hi PatriciaV, hope you're still helping people using TT. I have a similar issue for amending 2025 Form 1065. I filed a Form 1065 using TT Business 2025, which was accepted by IRS today. I realized ...
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Hi PatriciaV, hope you're still helping people using TT. I have a similar issue for amending 2025 Form 1065. I filed a Form 1065 using TT Business 2025, which was accepted by IRS today. I realized I missed including cash distributions as I apparently missed the question. I created an amended 1065-X in TT Business 2025 which I understand I have to mail in. I made the change directly on the Form 1065 p5-6, 19a, Distributions of cash and marketable securities, A, Distributions of money (not for services). I can see where the net change and correct amount is now included on the 1065-X. However, the K-1s for Part III, line 19 Distributions remain blank. How do I create amended K-1s? How do I get the corrected distribution amounts into the K-1 sections of TurboTax Business so that our members can finish our Federal taxes and E-file? As long as I have the corrected info in my Federal Taxes, can I still e-file while my amended 1065-X is in the mail to the IRS? Thanks
a month ago
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a month ago
How do I fix it?
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a month ago
For the rows (8 through 12) that I have entries in Col A & B and nothing (blank) in Col C the form shows a Red Highlight in Col A.
a month ago
2 Cheers
Here it is the evening of February 13th, still not available! Please give us an update; we're anxiously waiting!
a month ago
How did you come out? I’m having the exact same issue.
a month ago
Please explain further.... Did your spouse already file a tax return? If so, what filing status did your spouse use? If your spouse filed a joint return it was supposed to have all the income for ...
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Please explain further.... Did your spouse already file a tax return? If so, what filing status did your spouse use? If your spouse filed a joint return it was supposed to have all the income for both of you on the same return, and you do not file a return of your own. Or did they file married filing separately?
If you were legally married at the end of 2025 married filing jointly or married filing separately are your only choices.
a month ago
My 22 year old daughter is a full time student at the University of Oregon. She moved out of the house in August, 2025 and received 5 payments of 1455.00 in 2025 for room and board from a 529 plan th...
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My 22 year old daughter is a full time student at the University of Oregon. She moved out of the house in August, 2025 and received 5 payments of 1455.00 in 2025 for room and board from a 529 plan that I opened for her when she was a baby. She also received a 2000.00 distribution from another 529 plan earlier in the year. The "cost of attendance" for the Univ of Oregon on their website is 13095. On her 1098-T, tuition and fees for 2025 were 12372. She received scholarships for 22667. She worked just a bit and her w-2 box 1 is 5680. She paid 80 in federal taxes and 428 in Oregon state taxes as well as 1400 in interest and dividends. She will be filing her own returns this year. I've scoured the internet - ChatGPT, Grok, and Gemini to find out how the best way to fill out her returns and also shift up to 4000 in scholarships to income so I can claim the AOTC on my return. Way too much conflicting information. So, I thought I'd come to the source. Should she list the 1099-Q forms on her return, if needed? How does she shift money from her scholarship to "income" on her return? Would she list her 1098-T information on her return, or my return? We both would appreciate any information that you folks could provide. We are using TurboTax Premier Windows Desktop edition for 2025 tax year.
a month ago
How to get information
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a month ago
I have entered the data from my 1095-A into Turbo Tax but the form shows red error for entries in column A. Entries were from Periods 8 through 12. Does anybody know what is causing this error?
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a month ago
5 Cheers
The issue is not cache and cookies. I am using the Windows Deluxe desktop version, not online. The issue is the new mandatory feature forcing the deletion of previously imported forms. The old way...
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The issue is not cache and cookies. I am using the Windows Deluxe desktop version, not online. The issue is the new mandatory feature forcing the deletion of previously imported forms. The old way was working just fine and this "solution in search of a problem" is adding much more work to the process. Please get rid of it, or at least only delete existing forms that matches the ones selected. Here are the reproduceable steps I encountered: Under my Merrill login account, I have 7 IRA and brokerage accounts with a total of 11 1099-R, DIV, B, and INT forms available to download. 3 of those just became available today. When I did an import, all 11 were checked so I unchecked all but the 3 new ones. When I did the import of those 3 forms, it deleted all 8 of the previously imported forms and left me with only the 3 new ones. I had to redo the import process of keeping all 11 forms checked and reimport them, then go through the review process of editting all 11 of them again. The worst part is there is still one ML account that does not have tax statements available yet, and it will have 3 new 1099s to import, so when that happens I will have to reimport and review all 14 forms! This is ridiculous! Unless your programmers can fix this to match and delete only the checked forms being imported, please remove this ill-conceived and poorly implemented feature entirely to return to the way that has worked for years. Turbotax is supposed to make importing forms a time saver, not adding more hours for no good reason.
a month ago
1 Cheer
at the bottom of the entry screen if entering "one-by-one" there is a checkbox "I have other boxes on my 1099‑B to enter" and you can enter 1g there if entering in summary mode there is a check b...
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at the bottom of the entry screen if entering "one-by-one" there is a checkbox "I have other boxes on my 1099‑B to enter" and you can enter 1g there if entering in summary mode there is a check box "I need to adjust my total cost basis" and you can enter code W Personally I always use one-by-one for these which will put these items on Form 8949. if you enter adjustments at a summary level it will trigger the need to provide more details to the IRS via Form 8453. if you have multiple sales (likely) but only some are wash sales you can split up the 1099B, enter the wash sales as one-by-one and the balance of your 1099B you can enter as summary level and it will be consolidated on Schedule D (check the totals add up the original totals for the 1099B).
a month ago
3 Cheers
Same - just cleared everything out of Turbo Tax and filed with H&R. Duplicate work, but was tired of waiting.
a month ago
How should I report my foreign capital gains/losses? My foreign capital gains/losses won’t have a Form 1099-B. I’m already using the Premium version, and there’s no option to enter this without a 1099...
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How should I report my foreign capital gains/losses? My foreign capital gains/losses won’t have a Form 1099-B. I’m already using the Premium version, and there’s no option to enter this without a 1099-B. If I don’t upload a 1099-B, it forces me to mail documents to the IRS afterward. How can I resolve this?
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