All Posts
a month ago
The online options to use TurboTax for a business returns for an Scorps, C-corps, or multi-member partnership are to use Expert Assist or Full Service. There is no "do it yourself" option online for...
See more...
The online options to use TurboTax for a business returns for an Scorps, C-corps, or multi-member partnership are to use Expert Assist or Full Service. There is no "do it yourself" option online for TurboTax Business. If you want to use do it yourself TT Business you need the download on a Windows PC.
a month ago
I have two Schwab 1099s and I was able to import the smaller one successfully. The larger one gives me a message saying "The import was unsuccessful check your connection..." I am using TurboTax desk...
See more...
I have two Schwab 1099s and I was able to import the smaller one successfully. The larger one gives me a message saying "The import was unsuccessful check your connection..." I am using TurboTax desktop and since one works this isn't a connectivity issue. It is something unique to the larger 1099. I have done research and there are not more than 10.000 transactions only a few hundred. Can someone please help other than doing it manually???
a month ago
2 Cheers
Thank very much for the token number. I've escalated this to take a further look into this matter. I can't promise a resolution date but we will work to resolve this as soon as possible. Thank you so...
See more...
Thank very much for the token number. I've escalated this to take a further look into this matter. I can't promise a resolution date but we will work to resolve this as soon as possible. Thank you so much for your patience.
@datarmd
a month ago
This is the success message I get back from the browser (Chrome) Browser Success message
a month ago
The Form 1040X is scheduled to be available on February 19. The date is subject to change, so check on 2-19 to see if it is ready. Before that, do not change anything at all on your return.
a month ago
You enter Form 1095-A in the Deductions and Credits section of TurboTax, then Medical then Affordable Care Act (Form 1095-A).
a month ago
Thank you!
a month ago
I'm trying to start my business taxes and it recommends I use Expert Assist Business. The only two options are continue or back. How do I move to doing my own taxes. There are literally no other opti...
See more...
I'm trying to start my business taxes and it recommends I use Expert Assist Business. The only two options are continue or back. How do I move to doing my own taxes. There are literally no other options on the page.
Topics:
a month ago
This is a bonus of sorts.
Topics:
a month ago
Thank you, but this doesn't really answer my question. I also have some OT to deduct, and your reply fits perfectly for that, but tips are not addressed. My issue is that my tip income is nearly 2 1/...
See more...
Thank you, but this doesn't really answer my question. I also have some OT to deduct, and your reply fits perfectly for that, but tips are not addressed. My issue is that my tip income is nearly 2 1/2 times that of my hourly wages, and to add tips into the OT would create obvious problems. The on-line version allows for separate reporting of tips---I am looking for the same approach in the desktop version
a month ago
As of Feb 2026, this issue still exists. I am trying to amend my 2024 returns, I see the "Amend my return" button online when I login, but teh button does nothing when clicked. Is downloadin...
See more...
As of Feb 2026, this issue still exists. I am trying to amend my 2024 returns, I see the "Amend my return" button online when I login, but teh button does nothing when clicked. Is downloading the desktop version (for Mac in my case) the only solution here? If I do that, will there be any consideation when I file 2025 tax returns later?
a month ago
Yes, you should amend your 2024 return. A SEP Roth is not tax deductible while a SEP IRA is and the change to your tax return could be dramatic. You should remove the SEP IRA claim from the return ...
See more...
Yes, you should amend your 2024 return. A SEP Roth is not tax deductible while a SEP IRA is and the change to your tax return could be dramatic. You should remove the SEP IRA claim from the return and then enter the actual amount that you contributed to the SEP Roth. That will square you up to start 2025.
a month ago
EIN means employer identification number. It is a number assigned to an employer used to identify them with the IRS. You will see it listed on your W-2 form.
a month ago
1 Cheer
That's a good question. I did delete all education stuff such as 1098 T and 529 distributions but maybe everything needs to be cleared and start over. I hope not. Perhaps MarilyG1 can address your...
See more...
That's a good question. I did delete all education stuff such as 1098 T and 529 distributions but maybe everything needs to be cleared and start over. I hope not. Perhaps MarilyG1 can address your questions as well. @MarilynG1
a month ago
1 Cheer
@dancerfrog Yep, you should use the Annual total for each. (though, if you used the % against each month's $$, then added them up, the result would be the same...just extra necessary calculatio...
See more...
@dancerfrog Yep, you should use the Annual total for each. (though, if you used the % against each month's $$, then added them up, the result would be the same...just extra necessary calculations) Seems unusual they don't provide the actual total on the Supplementary forms in your Consolidated 1099-B from the brokerage/fund. Make sure you only use the box 1a dividends.
a month ago
3 Cheers
I am getting the same error. TurboTax connects to Schwab, lists the accounts. The web browser says successful import, but when I return to TurboTax I get this error.
a month ago
a month ago
That is way too complicated. This should be automatic when you click on it to do the calculation. We filed without being able to get it to work. Perhaps it is time to find another method of submit...
See more...
That is way too complicated. This should be automatic when you click on it to do the calculation. We filed without being able to get it to work. Perhaps it is time to find another method of submitting tax returns as TurboTax can't be able to keep up with the easiest ways to complete a form.
a month ago
I think you mean your state refund amount was less than what you were expecting because it was less than last year's state refund? If so, you need to compare your return line by line with last years'...
See more...
I think you mean your state refund amount was less than what you were expecting because it was less than last year's state refund? If so, you need to compare your return line by line with last years' to see what changed. Often, the tax withheld as reported in line 17 on your W-2 will be less than in the previous year. That means you may have made the same amount of money but less tax was paid in, so you get less back.
a month ago
MarilynG1 posted a screen shot on a different thread that shows a field for room and board. Including her here in hopes she can share with folks on this thread (and others). Also, perhaps she can c...
See more...
MarilynG1 posted a screen shot on a different thread that shows a field for room and board. Including her here in hopes she can share with folks on this thread (and others). Also, perhaps she can comment as to why she is sharing a screen shot for room and board that users claim they do not have access to? @MarilynG1