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March 1, 2026
2:21 PM
I am having the same issue. What the crap Turbo Tax. Fix it.
March 1, 2026
2:20 PM
Hello, should I enter the dividends of the ETF in tax form? Is it defined as US Gov interest? Is it tax free?
March 1, 2026
2:18 PM
If you are seeing a Smart Check message with regards to an At Risk Operating Loss missing from your Schedule E Worksheet, you may be able to resolve this by entering zero in the provided entry box. Y...
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If you are seeing a Smart Check message with regards to an At Risk Operating Loss missing from your Schedule E Worksheet, you may be able to resolve this by entering zero in the provided entry box. You may need to enter zero several times to fully clear the error message screens.
This assumes you had no at-risk operating losses carried over from prior years. If you do have this type of carryover loss(es), enter the amount(s) from the Schedule E Worksheet from your prior year return.
March 1, 2026
2:18 PM
1 Cheer
Unfortunately that didn't work for me. I already had it checked that way. Fingers crossed they fix this soon. It's really annoying. I want to finish my taxes!
March 1, 2026
2:18 PM
Generally, to get Form 982 to generate in TurboTax you will follow the steps listed below. The IRS has very strict rules for determining whether canceled debt is taxable or not. This is a very compl...
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Generally, to get Form 982 to generate in TurboTax you will follow the steps listed below. The IRS has very strict rules for determining whether canceled debt is taxable or not. This is a very complex issue and you should consult a tax professional if you are considering filing Form 982 for exclusion of your taxable debt. The exceptions to determining a canceled debt as taxable include: Debt discharged under Title 11 bankruptcy (including chapters 7, 11 & 13) Canceled debt was on qualified farms and real business property Debt was canceled due to insolvency (to qualify, you must demonstrate your total debt exceeded the Fair Market Value of all of your assets right before the debt was canceled. Use Insolvency Worksheet in IRS Pub 4681 to determine if you were insolvent) It is best to use a TurboTax Desktop program to complete Form 982. To switch to a desktop program in TurboTax you can How do I switch from TurboTax Online to TurboTax Desktop? In your TurboTax Desktop, click on Forms to switch to Forms Mode In your left panel of your TurboTax Screen at the top right above "Forms in my Return" click on the open forms icon. Add Form 1099-C (You may have to delete your Form 1099-C that you entered first before doing this). Enter your Form 1099-C information on Form 1099-C in your right panel of your TurboTax screen In your left panel Click on Canceled Debt Worksheet Complete the section that applies to you. If you are claiming insolvency, you will have to click on the QuickZoom button to complete the statement of insolvency Then select Form 982 in your left panel and complete the sections that apply to you You can then click on Schedule 1 in your left panel to make sure your debt was excluded Click here for How do I report excludable (non-taxable) canceled debt? Click here for Guide to Debt Cancellation and Your Taxes Please return to Community if you have any additional information or questions and we would be happy to help.
March 1, 2026
2:17 PM
@SusanY1 I hope you can see it. Where it says Taxes, under it says NJ Income tax $123.. That amount is the same as the NJ refund I got last year. That amount is also on my 2024 w-2 in box 17. My 2...
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@SusanY1 I hope you can see it. Where it says Taxes, under it says NJ Income tax $123.. That amount is the same as the NJ refund I got last year. That amount is also on my 2024 w-2 in box 17. My 2025 w-2 shows $161.52 in box 17 which was rounded up to $162. I do not know if this correct. Are they treating the $123 as taxable income?because I chose the standard deduction last year and this year.
March 1, 2026
2:17 PM
I've used the desktop version of Turbo Tax for years. For some reason this year I was under the impression that I had to use the online version. I find the online version to be painful and clunky t...
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I've used the desktop version of Turbo Tax for years. For some reason this year I was under the impression that I had to use the online version. I find the online version to be painful and clunky to use. Can I get my money back on what I spent on the online version, so that I can go back to purchase the desktop version?
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March 1, 2026
2:16 PM
It's until 2028. And another thing starting next year when we file our 2026 tax returns there is a new charitable deduction up to $1,000 (for single filers and those married filing separately) or $...
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It's until 2028. And another thing starting next year when we file our 2026 tax returns there is a new charitable deduction up to $1,000 (for single filers and those married filing separately) or $2,000 (for married couples filing jointly) you can take with the Standard Deduction. It is not clear how that will work or where it will show up on the return.
March 1, 2026
2:16 PM
Hello, it appears in the chat that others are having the same issue as I. I cannot find a prompt to enter employee contributions to the HSA. I have tried about 20 times. I do not get a question in...
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Hello, it appears in the chat that others are having the same issue as I. I cannot find a prompt to enter employee contributions to the HSA. I have tried about 20 times. I do not get a question in the 1099-SA, HSA section asking about additional contributions. I am using the Desktop version. As an additional issue, I am very frustrated by the inability to add college room and board expenses. I appreciate any help or timing on software updates. Thank you,
March 1, 2026
2:14 PM
The $40 is the service charge for when you selected to pay TurboTax account fee of $25 for e-filing the state tax return with the federal tax refund instead of paying with a credit card.
Go bac...
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The $40 is the service charge for when you selected to pay TurboTax account fee of $25 for e-filing the state tax return with the federal tax refund instead of paying with a credit card.
Go back to the start of the File section and go through the screens until you get to this page and select pay with credit card.
March 1, 2026
2:13 PM
There is a “bug” in the software not only for USA but also the CDN versions. Try and contact their support and they will do a Screen Share with you. Best of luck. Calling them again tomorrow.
March 1, 2026
2:13 PM
Please call me at [removed PII] about the on line filing product
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March 1, 2026
2:12 PM
Thank you for your quick reply. When I am preparing the taxes through Turbo Tax and inputting the information about the 1099-R, the question comes up: "Did you withdraw this retirement money early ...
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Thank you for your quick reply. When I am preparing the taxes through Turbo Tax and inputting the information about the 1099-R, the question comes up: "Did you withdraw this retirement money early (before the age of 59 1/2)? If I answer YES, it charges me a 10% early withdrawal penalty. If I answer NO, it does not. I want to make sure I file correctly. I've talked on the phone to two Turbo Tax accountants who both tell me that we should be charged the penalty, but all the research I've done, tells me differently. We did withdraw before 59 1/2 but it was not a retirement account or an MEC.
March 1, 2026
2:12 PM
Are you in California? How are you paying the $70 fee? If you have it deducted from your refund there is an extra $40 ($45 in Calif) Pay with Refund service charge. In Calif you have to take Premi...
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Are you in California? How are you paying the $70 fee? If you have it deducted from your refund there is an extra $40 ($45 in Calif) Pay with Refund service charge. In Calif you have to take Premium Service bundle. Here's how to remove Premium Services https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/remove-premium-services-bundle/L9umkwOq2_US_en_US
March 1, 2026
2:12 PM
1 Cheer
You will request a regular distribution without earnings since you are past the due date of the 2024 return.
1. If you didn't pay the 6% penalty on your 2024 return then you will need to amend...
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You will request a regular distribution without earnings since you are past the due date of the 2024 return.
1. If you didn't pay the 6% penalty on your 2024 return then you will need to amend it to enter the Roth IRA contribution. Then TurboTax will automatically calculate the 6% penalty.
No, you do not need to add Form 1099-R with code PJ this is only if you remove the excess before the due date of the return.
2. You do not need to wait until the 2024 amened return is processed, you can file the 2025 return now. You will need to pay the 6% penalty on your 2025 return. Please see these steps:
Click on "Search" on the top right and type “IRA contributions”
Click on “Jump to IRA contributions"
Select “Roth IRA”
On the "Did you contribute more to a Roth IRA than was allowed in 2024 or any previous year?" answer "Yes"
On the "Enter your excess Roth IRA contributions made in 2024 or prior years" screen enter the total excess contribution from 2024 (if it wasn't carried over).
3. Yes, you will get a 2026 Form 1099-R with code J (assuming you are under 59 1/2) in 2027 and once you enter this into your 2026 return the excess contribution will be resolved. Please make sure that you included the excess contribution amount when TurboTax asks you in the 1099-R follow-up questions about the prior year Roth IRA contributions.
March 1, 2026
2:11 PM
1 Cheer
Once your browser has opened a window to Sign In to your financial account, click the icon to the left of the URL address. Then click on 'Site Settings'. On the list that opens, scroll down to LAN ...
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Once your browser has opened a window to Sign In to your financial account, click the icon to the left of the URL address. Then click on 'Site Settings'. On the list that opens, scroll down to LAN and choose 'Allow'.
@user17723156614
March 1, 2026
2:11 PM
Note: For tax years beginning on or after January 1, 2017, the Illinois Property Tax Credit is not allowed if the taxpayer’s adjusted gross income for the taxable year exceeds $500,000 for returns wi...
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Note: For tax years beginning on or after January 1, 2017, the Illinois Property Tax Credit is not allowed if the taxpayer’s adjusted gross income for the taxable year exceeds $500,000 for returns with a federal filing status of married filing jointly, or $250,000 for all other returns. It's all or nothing line 1 of Illinois 1040 $500,000 (MFJ), you get it; $500,001 you get nothing.
see ILL PUB 108
https://tax.illinois.gov/research/publications/pubs/illinois-property-tax-credit.html
March 1, 2026
2:11 PM
Yes. If you are filing Married Filing Jointly (MFJ) for your Federal return and want to file Married Filing Separately (MFS) for Massachusetts, you will need to create mock Federal returns as MFS for...
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Yes. If you are filing Married Filing Jointly (MFJ) for your Federal return and want to file Married Filing Separately (MFS) for Massachusetts, you will need to create mock Federal returns as MFS for you and your spouse so that your individual tax information will properly flow to the MA returns.
Here is a TurboTax article that explains how to file a federal return MFJ and state returns MFS. Note that it is suggested that you do this in TurboTax Desktop.
March 1, 2026
2:10 PM
1 Cheer
In the print settings menu, if you switch from "All official forms required for filing" to the option below, "Forms to review or keep for your records," does the watermark still appear on the printou...
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In the print settings menu, if you switch from "All official forms required for filing" to the option below, "Forms to review or keep for your records," does the watermark still appear on the printout? If not, you should be able to print this version, compare it to the print package with the watermark in option 1 for completeness, and mail it to the Virginia DOT.
If you are unable to find a print option to remove the watermark, it may be acceptable to print and mail the watermarked copy to the state.
Note: you may need to manually check the amended return checkbox at the top, as this is a requirement for VA DOT processing of an amended Form 502.
March 1, 2026
2:10 PM
i am having same issue, 2, 18 year olds and a 19 YO dependent college student I have deleted and reentered their info several times. $500 credit won't show up. Also having issue with 529 withdrawals-...
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i am having same issue, 2, 18 year olds and a 19 YO dependent college student I have deleted and reentered their info several times. $500 credit won't show up. Also having issue with 529 withdrawals- being handled very poorly had to input 3 times. This 2025 desktop version is terrible. I am ready to file- but what do i do now? can it be fixed manually in the schedules?