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a month ago
The person who gave you the gift (the donor) should report it to the IRS on Form 709. You do NOT need to report the gift on your return or elsewhere. Form 709 is not supported by TurboTax.
a month ago
Any update on this? I’m in IL but I also noticed a cross river account on my form. I never elected for anything 5 days early. I wonder how much fees they are going to take.
a month ago
In June, I started using a Property Management LLC to handle 2 residential properties that are in an Irrevocable Trust. These properties are for investment only. The Property Mgmt company provided a...
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In June, I started using a Property Management LLC to handle 2 residential properties that are in an Irrevocable Trust. These properties are for investment only. The Property Mgmt company provided a W-9 stating they are a LLC with tax classification, S. They are now telling me I am late providing them a 1099-NEC and that they need one for each property. Everything I am finding is stating otherwise, HELP!
a month ago
It can be easy to click on one of the options that are available and unintentionally upgrade your TurboTax product. It is also easy to roll back an upgrade that you got unintentionally - unless you'...
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It can be easy to click on one of the options that are available and unintentionally upgrade your TurboTax product. It is also easy to roll back an upgrade that you got unintentionally - unless you've already paid for it.
In order to undo this you'll have to contact TurboTax support and let them know that you added the expert help unintentionally and did not make use of it.
a month ago
I am 66 and I contributed $8k to my Roth IRA; my spouse is 65 and contributed $8k to her traditional (rollover) IRA. We both had income that meets thresholds. Tax year 2025. What is going on?
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a month ago
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a month ago
Shady!!!! I got charged $177 for a 600 dollar refund.....that now has been changed. My boyfriend who filed for free already got his back
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a month ago
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a month ago
My husband and I both contributed 8000 to Traditional IRAs and converted both ( mine is a spousal IRA which I've never done before due to loss of job). However, for each of us there was a balance in...
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My husband and I both contributed 8000 to Traditional IRAs and converted both ( mine is a spousal IRA which I've never done before due to loss of job). However, for each of us there was a balance in Trad IRA at end 2024 because there was residual interest. There are 2 problems: 1. My interest is correctly being taxed. My husband's is not. (not a major issue) 2. Primary issue: Our 8606s are different and should not be. I am concerned this will affect us in the future because TT seems to think there was a balance (basis) left for my husband (not correct) but for me there is not one (correct). I will contrast our 8606s for 2025 v. 2024 to show the discrepancy. Amounts should be the same for both years. Our 2015 8606s look different (mine vs. husbands) 8606 line 1, 2025 contributions, show 0 for me (but it should be 8000) and 8000 for spouse. 8606 line 2, total basis shows 8000 for me (which seems incorrect) but for my husband's shows 8000, which is incorrect because we have always converted to Roth. 8606 line 5, shows 8 K for me (which is correct) ,16K for husband (which is not correct). It seems to think we had 8K not converted from previous years (not true) For 2024 8606, we show correct numbers for each of us: Line 1 8000 contribution Line 2 Zero basis I need for the 2025 calculation to work the same as for 2024. Please advise on what I have done incorrectly in TT.
a month ago
I’ve verified my my return to be ready to file
I have tried to refile numerous times different devices only to get the same message
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a month ago
If you are having issues adding your business expenses, you can try the steps below to correct that.
Go out of your program, close your web browser and go back in and try editing again.
Clea...
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If you are having issues adding your business expenses, you can try the steps below to correct that.
Go out of your program, close your web browser and go back in and try editing again.
Clear your cache and cookies.
Try a different Web Browser.
Make sure your internet connection is strong and stable
For further instructions on how to clear cache and delete cookies, please see the links below:
Click here for How to clear your cache.
Click here for How do I delete cookies?
If that did not work, try deleting them and re-entering them.
Please return to Community if you have any additional information or questions and we would be happy to help.
a month ago
If I receive a cash gift in excess of 19k, do I report it or the person who gave the money reports it? If it is me, which turbo tax level should I buy?
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a month ago
1 Cheer
This did the trick, THANK YOU!! No update, but i closed out of Turbotax today and restarted it, and now "Merril" appeared and took me to the proper connection site. Import worked flawless, PHEW!
a month ago
tax statement is 26 pages long and nowhere on it is anything identified as "tracking id"
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a month ago
it is now February 11th and the donations tool is still not complete. When will this be done it is holding up my taxes.
a month ago
My pay includes Salary plus optional 6th day work. That 6th day is paid at 1.10%. Under the new law can this be written off?
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a month ago
1 Cheer
It works today, February 11, 2026. It is listed as "Merrill" in the dropdown. I successfully downloaded 1099-R, 1099-INT, 1099-DIV, and 1099-B. TT also improved the access. Now a separate tab opens...
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It works today, February 11, 2026. It is listed as "Merrill" in the dropdown. I successfully downloaded 1099-R, 1099-INT, 1099-DIV, and 1099-B. TT also improved the access. Now a separate tab opens in the default browser for the user to sign into the Merrill account and grant permission to send the data to TT.
a month ago
I have the same problem. K1 page appears blank on my Windows 11 PC. It appears to be a rendering issue. When I email the PDF to myself and open on my iPhone it looks okay.
a month ago
If you are having issues editing your medical expenses, you can try the steps below to correct that.
Go out of your program, close your web browser and go back in and try editing again.
Clea...
See more...
If you are having issues editing your medical expenses, you can try the steps below to correct that.
Go out of your program, close your web browser and go back in and try editing again.
Clear your cache and cookies.
Try a different Web Browser.
For further instructions on how to clear cache and delete cookies, please see the links below:
Click here for How to clear your cache.
Click here for How do I delete cookies?
Make sure your internet connection is strong and stable.
If that did not work, try deleting them and re-entering them.
Please return to Community if you have any additional information or questions and we would be happy to help.
a month ago
In TurboTax Online, you may be able to Switch Products or Clear and Start Over.
Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is availab...
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In TurboTax Online, you may be able to Switch Products or Clear and Start Over.
Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is available to you.
See also this TurboTax Help.
As long as you:
have not submitted payment,
deducted the TurboTax fee from your refund, or
registered your product,
you may erase your return and start from scratch in TurboTax Online. If you have done any of these things, you will need to manually edit your return.
The Free product may be found here.