All Posts

Thanks for the lead.  The process is a bit ubiquitous. It asks the reason for the refund, and I respond that it was a double purchase.  This is confirmed under order history.  but once submitted, these is no message.  I suppose I wait until TT contacts me, or I try all over again.   Regardless, many thanks.

@dr-shengchihchen    Yep...that happened to lots of people.... if you didn't allow a certain  strange TurboTax pop-up ,access to your device. I had the same problem the first time I tried.   ____________________________________ See the solution other folks posted in these discussions:   Solved: Re: Importing Brokerage data does not work and Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

Yes. You can do it on your own and the information is provided here for you. As you prepare your return you can ask as many questions as you need and we will help you.   The gambling income and losses should be entered without using the 1099-MISC form. If you did enter that form, then delete it by selecting the correct link below. Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. You must track the winnings and the expenses of the gambling.   Gambling Winnings A payer is required to issue you a Form W-2G if you receive certain gambling winnings or have any gambling winnings subject to federal income tax withholding. You must report all gambling winnings as 'Other Income' on your tax return including winnings that aren't reported on a form.    Gambling Losses You may deduct gambling losses only if you itemize your deductions and kept a record of your winnings and losses. The amount of losses you deduct can't be more than 90% of the amount of gambling income you reported on your return. Claim your gambling losses up to the amount of winnings, as 'Other Itemized Deductions'.   Less Common Income: How to enter in TurboTax Go to the Wages and Income  section of TurboTax Scroll to  Less Common Income > Select  Prizes, Awards, and Gambling Winnings Select Start or Update/Review > Continue to enter your winnings and your losses TurboTax will carry the winnings and the losses to the appropriate place on your tax return. Note: Beginning in the 2026 tax year (for the 2025 tax season), new federal legislation the One Big Beautiful Bill Act (OBBBA) limits the deductibility of gambling losses to 90% of winnings. Previously, 100% of losses could offset winnings. This change means taxpayers may owe taxes on "phantom" income, even if they break even or lose money overall. 

If you don't have a 2024 file ending in .tax2024 to transfer into 2025 you will need to start without transferring.  You will have to manually enter any 2024 info it wants as you enter 2025.  Do you have a pdf or printed copy of your 2024 return?  

They clearly believe that you are an independent contractor and self-employed.   However, if you participate on occasion and this is NOT something you do on a regular and continual basis, then the compensation is not subject to self-employment tax. Otherwise, it IS subject to self-employment tax.

Thanks.  That did the trick, though I noticed a few things:   First, changing from interview mode to forms left me in the wrong spot, and I initially didn't realize how far down the list of all forms I had to go to find the existing 1099-R.  Since I found it in forms, I decided to just input the information while in forms, but that still left the "needs review" for the existing 1099-R.   Then I entered a new 1099-R (actually the exact same information field-for-field as in the existing one), and there were no issues with it.  So now I'll delete the "old" 1099-R... boy I hate doing things twice.   I also think a basic issue that could prevent a lot of similar confusion is if (a) you could perform every input and operation in interview that you can in forms; and (b) whenever you are working in a field and change between interview and forms, they are locked to the same spot so you don't have to search or page through screens to get back to what you were working on.  Why isn't this perfected after all these years? 🤔

The Schedule KW-2 shows Kentucky state withholding. You can go back to your W2 entries in the federal section, and make sure the ID numbers and amounts are correct there (and make changes if needed).  W2 Boxes 15-16-17.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf