All Posts
February 24, 2026
12:26 AM
Turbo tax stated they attempted to deposit check but the request was rejected by bank and now sending via mail. My bank stated they did not get. I confirmed acct info correct so there should not have...
See more...
Turbo tax stated they attempted to deposit check but the request was rejected by bank and now sending via mail. My bank stated they did not get. I confirmed acct info correct so there should not have had an issue with funds depositing. On turbo tax website it now states check mailed 2/19. I had originally requested the 5 days early option so I can only assume the check will come from Santa Barbara. When I go to there website and put in my info there site can't even find me. When I call turbo tax or Santa Barbara they take you through hell to even get to option to speak to someone and then there is a 45 minute wait. I am reading through the comments and this seems to be happening to a whole lot of people which makes no sense. Now I don't know how long a check will take in the mail. I don't know if it is coming from Turbo tax or Santa Barbara or IRS. People are asking questions and getting generic answers because nobody wants to take accountability. Can someone, anyone advise how long it will take to get refund through mail.
Topics:
February 23, 2026
11:40 PM
1 Cheer
Hey boo! Yes I am my ddd is tmrw 2/24 I’m in ca so its 2/23 11:40pm
February 23, 2026
11:38 PM
Me either same exact **bleep** happened
February 23, 2026
11:35 PM
2 Cheers
Is anyone still waiting?
February 23, 2026
11:26 PM
I’ve had an overfunded HSA since 2021 due to an employer contribution made during a job change. I missed the correction window that year, so the excess carried forward for several years. In 2024, I f...
See more...
I’ve had an overfunded HSA since 2021 due to an employer contribution made during a job change. I missed the correction window that year, so the excess carried forward for several years. In 2024, I finally contacted my HSA custodian and requested a return of excess contribution. They issued a 2024 Form 1099‑SA with Code 2 for the exact excess amount (plus earnings). I expected that entering this 1099‑SA on my 2024 tax return would automatically clear the excess. However, while preparing my 2025 taxes, I discovered that the excess was still shown as existing on my 2024 return. I tried amending the 2024 return to fix this, but TurboTax will only zero out Form 5329 Line 48 if I classify the withdrawal as something other than the actual Code 2 reported on my 1099‑SA. Has anyone run into this? Is there a correct way to clear a prior‑year HSA excess in TurboTax while still reporting the 1099‑SA exactly as issued?
Topics:
February 23, 2026
11:23 PM
What if my mom has to claim me per the requirements of me living with her and we have an agreement that as long as in school I don't have to pay rent but i do still have a job and pay for my insuranc...
See more...
What if my mom has to claim me per the requirements of me living with her and we have an agreement that as long as in school I don't have to pay rent but i do still have a job and pay for my insurance, gas, food and tuition. She doesn't pay for my tuition so why would she be able to get the money form the 1098-T form.
February 23, 2026
11:22 PM
I see now. So, if I enter the correct value of unreimbursed clergy expenses in line 5c and fill out some explanation statement for that line, should I be able to file at least my federal clergy taxes...
See more...
I see now. So, if I enter the correct value of unreimbursed clergy expenses in line 5c and fill out some explanation statement for that line, should I be able to file at least my federal clergy taxes electronically? Also, do you have an example of what explanation may look like for the 5c value?
February 23, 2026
11:21 PM
This same issue is occurring for the 2025 tax year. First, backdoor conversions are incredibly tricky to enter in the Federal Form. It should be a much simpler process. TaxFreeUSA, for exampl...
See more...
This same issue is occurring for the 2025 tax year. First, backdoor conversions are incredibly tricky to enter in the Federal Form. It should be a much simpler process. TaxFreeUSA, for example, makes this incredibly easy. Second, at least for the State of Massachusetts, backdoor conversions automatically flow to the state return as taxable income. I thank the above poster for sharing their solution to this, but I wonder how many TT users don't catch this and pay a 5% tax on their backdoor conversions?
February 23, 2026
11:13 PM
Tried all that didn't work. Wanted to finish my taxes so filed my State manually online on Ohios site. Intuit lost an easy $25 for just sending my file to ohio. Thanks anyway.
February 23, 2026
11:09 PM
I was talking with a preparer and it was showing she was preparing my taxes, and she just up and disappeared
Topics:
February 23, 2026
11:05 PM
Topics:
February 23, 2026
10:58 PM
Hi There, Is this answer still true for the 2025 tax year? Thanks in advance 🙂
February 23, 2026
10:50 PM
HELP PLEASE
Topics:
February 23, 2026
10:36 PM
TurboTax 2025 Form 1099-R Summary (Form 1099-R Smart Worksheet) has entries for IRA distributions on lines 1, 2, 5, 8, and 10; Pension and Annuity entries on lines 22, 25, 26, 32a, and 32d; and Tax ...
See more...
TurboTax 2025 Form 1099-R Summary (Form 1099-R Smart Worksheet) has entries for IRA distributions on lines 1, 2, 5, 8, and 10; Pension and Annuity entries on lines 22, 25, 26, 32a, and 32d; and Tax Withholding entries on lines 37 and 38. All above have entries in both columns. There are also entries in both columns of line 44. We do not recognize those numbers, and don't know why they are there.
February 23, 2026
10:31 PM
for stock block, use "1"
i suggest you read about basis and at-risk in the k-1 instrcutions.
https://www.irs.gov/pub/irs-pdf/i1120ssk.pdf
also to be included in basis is cash and/or...
See more...
for stock block, use "1"
i suggest you read about basis and at-risk in the k-1 instrcutions.
https://www.irs.gov/pub/irs-pdf/i1120ssk.pdf
also to be included in basis is cash and/or property contributed. Property is valued at the lesser of its adjusted basis or its fair market value when it’s donated or converted.
February 23, 2026
10:22 PM
Today I was trying to input one of my children’s 1099Q’s. I have 4 children and have been receiving these forms for a decade. NEVER has there been amounts in box 2 and 3 for basis and earnings. NEVER...
See more...
Today I was trying to input one of my children’s 1099Q’s. I have 4 children and have been receiving these forms for a decade. NEVER has there been amounts in box 2 and 3 for basis and earnings. NEVER has Turbo Tax required those amounts. Turbo Tax figures out your basis after you input your 1098T, 1099Q and all education expenses. You can find the calculations in IRS pub 970. This past year I spent hours on the phone with Vanguard trying to figure out the basis of a Coverdell I was rolling over. Their final answer was they don’t keep track of that amount because it’s done on your taxes. Turbo Tax needs to not require amounts in boxes 2 & 3 because I cannot proceed without an input that equals the distribution amount. All 4 of my children’s 1099Q boxes 2 and 3 are blank. Turbo Tax please correct this unnecessary input. Earlier I called Turbo Tax and requested a callback. The agent called me 50 minutes later, and at the beginning of the call, we were accidentally disconnected and the agent never called back, so I wasn’t able to resolve this issue. A software ticket needs to be submitted.
February 23, 2026
9:56 PM
The calculation is done on Schedule 1-A part IV. This forum has no access to your return. If you modified adjusted gross income is too high you don't get the deduction
the loan must have originated...
See more...
The calculation is done on Schedule 1-A part IV. This forum has no access to your return. If you modified adjusted gross income is too high you don't get the deduction
the loan must have originated after 2024.
the qualifying passenger vehicle must be for personal use.
other rules apply
February 23, 2026
9:53 PM
My business is a CA-based LLC and I file as an S-Corp. I make films and I was hired as a director by a NY-based company for a shoot last year. We shot for two days in New Jersey. Do I have to file a ...
See more...
My business is a CA-based LLC and I file as an S-Corp. I make films and I was hired as a director by a NY-based company for a shoot last year. We shot for two days in New Jersey. Do I have to file a non-resident tax return in NJ? I tried to figure out how to do this on y taxes under state returns and it was trying to make me register my business as an NJ S-Corp, is that the only way?
February 23, 2026
9:53 PM
Calee buckreis needs to be removed