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Hi @MonikaK1,   I don't have any more issues with TT, but I can tell you the steps that led me to this particular issue.   1. Go through all the Income pages 2. Go through all the deduction and ... See more...
Hi @MonikaK1,   I don't have any more issues with TT, but I can tell you the steps that led me to this particular issue.   1. Go through all the Income pages 2. Go through all the deduction and credit pages 3. See the page that compares the Standard and Itemized Deductions. It shows the same Fed. refund amount for both methods. 4. It also shows that TT has chosen Standard Deductions. I wanted to change that to Itemized, so I clicked on the button for Change Deductions Type (can't remember the exact button label). 5. The popup shows Standard Deductions button highlighted, so I clicked on the Itemized button, which became highlighted, and I closed the popup by clicking on Continue. 6. This was when I noticed that TT still showed I chose Standard Deductions on the comparisons page.
For the last 2 days, I had been in step 3 and when I try to e-file it says “Hmm, looks like we hit a slight snag in this session.” And it doesn’t let me file. I paid $450 to file online and it doesn’... See more...
For the last 2 days, I had been in step 3 and when I try to e-file it says “Hmm, looks like we hit a slight snag in this session.” And it doesn’t let me file. I paid $450 to file online and it doesn’t work. 
my daughter accidently forgot to put that I could claim her on my taxes, she did a amendment and it was accepted, how do I go about filing my taxes not, it has been rejected twice due to this
The steps that DaveF1006 recommends amount to deleting Form 8606.  As I said above, if you have a Roth conversion, if you delete Form 8606, it will come right back.  I don't know if the bug is that t... See more...
The steps that DaveF1006 recommends amount to deleting Form 8606.  As I said above, if you have a Roth conversion, if you delete Form 8606, it will come right back.  I don't know if the bug is that the 8606 gets instantiated when it is not needed, or that Interview asks for a number it should know is not needed, but clearly there is a bug.  Or two.  The only workaround is to put in a fake number (which is disconcerting no matter how many experts tell you it doesn't matter), or to go find the **bleep** number, which is a waste of time.
It may not be the issue for you, but for some folks, they have backups to a cloud drive (like Windows OneDrive), and after a certain amount of time (user-settable I think), the file gets transferred ... See more...
It may not be the issue for you, but for some folks, they have backups to a cloud drive (like Windows OneDrive), and after a certain amount of time (user-settable I think), the file gets transferred to the cloud.  Maybe it  got moved there and just needed to be restored to the proper TurboTax directory on your local drive.   ....or something else strange is going on, as this doesn't happen to the vast majority of other desktop users.
Thank you for your answer! It was the correct solution. Much appreciated.
Yeah I would do nothing and wait and see what the IRS debits your account.  The penalty is an estimated amount anyway.  The IRS can adjust it and send you a bill for more or a refund.  
I have found that some data not transferred correctly.   1) Interest on state and local obligations other than Delaware.  Comes in as a dollar value but the wrong dollar value.  Have checked the fe... See more...
I have found that some data not transferred correctly.   1) Interest on state and local obligations other than Delaware.  Comes in as a dollar value but the wrong dollar value.  Have checked the fed entry and it correct.  Have checked the DE form and the value is not correct.   I have removed the state return and gone through the transfer process afresh, reentering the data and the issue remains. I have calculated the amount for ONLY DE obligations (thinking I misunderstand the stepwise instruction) but that doesn't match either. I am unable to over write the amount on the PTI-RES form Section A, line 2, column B.   2) State tax refund was incorrect.  But after removing the state return, execute the transfer process, reentering the data (the error remained). Then I executed the state checking process and returned to the state refund section and the correct data was in place.   Any ideas on next steps???  I so hope it's an error on my part that can be easily addressed. 🙂 Thanks in advance for your help!
Those instructions don't actually work! I selected "All official forms required for filing" and checked only my "2025 Virginia Tax Return." The filing instructions are "Electronic Filing Instructions... See more...
Those instructions don't actually work! I selected "All official forms required for filing" and checked only my "2025 Virginia Tax Return." The filing instructions are "Electronic Filing Instructions;" it says "Do not mail a paper copy of your tax return. Since you file electronically, the Department of Taxation already has your return." And it doesn't give a mailing address. But I did not file my state return electronically.   This is seriously f***ed up.
After following the instructions and adding the 2026 1099-R.  I still see in TurboTax on the IRA Contribution Results page  'Tax to excess contribution'  of $900.  How can I remove the $900 tax appli... See more...
After following the instructions and adding the 2026 1099-R.  I still see in TurboTax on the IRA Contribution Results page  'Tax to excess contribution'  of $900.  How can I remove the $900 tax applied to my excess contribution that I reverted?
MAGI part does not apply, my MAGI is more than 1702
The safe harbor rule in tax terms allows taxpayers to avoid penalties for underpayment if they meet certain payment criteria, such as:   paying at least 90% of their current year's tax paying 10... See more...
The safe harbor rule in tax terms allows taxpayers to avoid penalties for underpayment if they meet certain payment criteria, such as:   paying at least 90% of their current year's tax paying 100% (or 110% for high earners) of the previous year's tax liability It looks like I fall under the second criteria  (I paid  100% of my 2024 withholding thru my ex-employer and got a refund at tax time).   Just wondering why TurboTax assessed a  penalty fee  for tax year 2025?  Though I already instruct TurboTax to let IRS calculate the penalty fee as instructed by a Level 15 community member.   
Yes, you can enter the Form 1099-R now. To enter a refund of excess IRA contributions received in 2026 for 2025 contributions on your 2025 return, follow these steps:   Go to the Wages and Inc... See more...
Yes, you can enter the Form 1099-R now. To enter a refund of excess IRA contributions received in 2026 for 2025 contributions on your 2025 return, follow these steps:   Go to the Wages and Income section of TurboTax Find the Retirement Plans and Social Security menu Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R) Choose Add Another 1099-R Choose I'll type it in myself Enter your distribution information on the 1099-R template Enter the distribution amount in box 1 of the substitute 1099-R Enter the earnings in box 2(a) Enter code "P" in box 7 (And code "J" if from ROTH IRA) Choose the year that will be printed on the 1099-R when asked On the screen that says Do Any of these Situations apply to you? Choose I need to file a substitute Form 1099-R  
I had this issue a few weeks ago, long story short.......after having a meltdown with a one drive sync issue, etc, I found mine in my recycle bin on my computer. Check there, if you have not yet. 
The history for your rental house is saved but only in your prior year returns.  You'll need to use that history in order to keep it for when you sell it.   Downloading the return required that i... See more...
The history for your rental house is saved but only in your prior year returns.  You'll need to use that history in order to keep it for when you sell it.   Downloading the return required that it be considered completed.  So the system gave you the New York return as your free one.  
I can I file ONLY federal and not state?
See IRS instructions for 1040 Schedule 1-A on page 110.  Says.... The Maximum amount  is 6,000 per person.   https://www.irs.gov/pub/irs-pdf/i1040gi.pdf  
The new (2025) TurboTax Desktop program is looping at the state continue. I was told that I needed a File: TTCleanStatesTool.zip to clear the problem with the program.