All Posts

Thanks for the suggestion, but entering a single investment is not what I am looking for.  I want to the 1099s downloaded from financial institutions  into TT desktop in an analogue manner to how TT online gets them.  

No.   You cannot install two versions of 2025 desktop download on the same computer.  Why do you even want to do that?    With either one, you can prepare and e-file up to five federal returns and the associated state returns that go with them, and prepare and mail additional returns.  Why not pick one and return the other one for a refund?   You do not need two versions of desktop software.  The only time that you might need two versions is if you need TurboTax Business for business  (such as S-corps, C-corps, etc. ) or estate returns and a version like Deluxe, Premier or Home & Business for your personal return.

Are you using the TurboTax desktop editions?  If so, click on Forms in the upper right of the desktop program screen when using Windows. In Forms mode, locate all Form 1099-R's on the left side of the screen.  Click on each one to open.  Then click on Delete Form at the bottom of the page.  When completed go back to the interview, click on Step-by-Step   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button   If you are using the TurboTax online editions, clear cache and cookies on your web browser.  Or change your web browser to either Google Chrome, Mozilla Firefox or Microsoft Edge, whichever one you are not using.    

No.   Why did you buy both?   The Desktop program can do unlimited returns and efile 5 federal for free.   And All the Desktop programs have the same forms. You just get more help and guidance in the higher versions.  So Deluxe will work for everything.    Why do you need Home & Business?   Do you need to file a separate Business or Estate/Trust return?   Then you need Turbo Tax Business which is separate from Home & Business.   Home & Business is mainly for personal 1040 returns the need Schedule C for self employment.

Form W-2 Box 14 is used by employers to report any information that doesn't fit in another box on the form. The amount for Code 414H represents the mandatory contributions made to a government retirement plan during the year. In most cases, these savings received pre-tax treatment for federal income tax purposes.   Contact your employer if you need help deciding if you need to include this information on your federal or state tax returns.

Hello - Turbotax is requiring us to answer questions regarding a 1099-NEC.   We do not have a 1099-NEC. We do have a 1099-MISC which we already answered the questions about.   How do I get rid of the 1099-NEC questions. The program does not let me continue without answering about the payer and social security number.      

After entering your Form 1099-R, you shouldn't delete the form. Instead, continue through the follow-up screens.   On the  "Review  your 1099-R Summary" page, click Continue. TurboTax will then ask what you did with the money. Be sure to indicate that the funds were moved to a Roth IRA (Roth conversion) if that applies. This  step ensures the program calculates the taxable portion correctly.   Once completed, review your Form 1040, line 4b, to confirm the taxable amount reflects the conversion properly.    (EDITED Feb 18, 2026, 1:20 pm, PST)     @katie_benz_13   

Its now the 15th. When will the form be release? Signed up for email but no status message being sent. Post online suggests every week now. Like everyone else, wanted to submit already but held up due to TT. Please advise.

Para reportar tus horas extras, ingresa tu Formulario W2.  Algunos empleadores reportaron el overtime en la caja 14, otros por separado, o están en el último talón de cheques del año.     Si tienes información en la caja 14, asegúrate de ingresar la cantidad y que la categoría que selecciones sea Horas extras.   Si tus horas extras están reportadas en otro documento o en tu talón de cheques, después de que ingreses tu W2, TurboTax te preguntará si hay otras situaciones, allí marca horas extras.  El programa te preguntará más información acerca de tu pago.   ¿Cómo ingreso el pago de horas extras en TurboTax Online?  

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button

I've been experiencing the same exact problem for days and was about to give up. Past year versions of TurboTax did this effortlessly! But then I tried the steps outlined in replies to this post and it worked! I'm not sure if it was the local site access permission, or cookie deletion, or what. I also signed out then back into my Google account used by the Chrome browser. In any case, it finally worked! Hooray.