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February 23, 2026
10:56 AM
Okay, good to know, but what about the other account?
February 23, 2026
10:55 AM
Have you got a year taxes yet????? My taxes were supposed to hit today and I didn't get anything.I also chose to opt in 5 days at advance
February 23, 2026
10:53 AM
Topics:
February 23, 2026
10:52 AM
I see. The wording is slightly different in the TurboTax Desktop version.
Go to Investment Income, then select Stocks, Crypto...
There, you select the + Add investments box
Skip import...
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I see. The wording is slightly different in the TurboTax Desktop version.
Go to Investment Income, then select Stocks, Crypto...
There, you select the + Add investments box
Skip import
Select the Stock, Bonds...1099-B...box, Continue
Input bank or brokerage, Continue
Answer the, "Tell us about the sales..." questions, Continue
Next choose either to enter Sales section totals or One by one, Continue
In the, Now, enter one sales total, you can select either Short-term (Box C) of Long-term (Box F) (for noncovered)
You can then go to Forms Mode to verify that the amounts are showing in their respective Box C or Box F
February 23, 2026
10:52 AM
The workaround for 2025 (this is an issue for this year only) is to enter "None" for January 2024. TurboTax for unknown reasons will change that to "Self" and your return will be correct.
I ur...
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The workaround for 2025 (this is an issue for this year only) is to enter "None" for January 2024. TurboTax for unknown reasons will change that to "Self" and your return will be correct.
I urge you to check this before you file (especially if you can see the 8889 on the desktop product)
February 23, 2026
10:52 AM
That difference where I’m at in New Jersey and family care of New Jersey told me only 1095B
February 23, 2026
10:52 AM
2024 4th quarter state estimated tax payment
Topics:
February 23, 2026
10:52 AM
@jrenz12 wrote:
I already tried this. My product is showing but when I click on the download nothing happens
Clear cache and cookies on your web browser. Or change your browser to o...
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@jrenz12 wrote:
I already tried this. My product is showing but when I click on the download nothing happens
Clear cache and cookies on your web browser. Or change your browser to one of these that you are not currently using, Google Chrome, Mozilla Firefox or Microsoft Edge
I just went to that website and downloaded a file. It loaded into my Download directory immediately.
February 23, 2026
10:51 AM
Thank you. Our investigation team will review all forms related to this issue.
February 23, 2026
10:51 AM
You could go to this screen and make your choice from the "Do-it-yourself" options on the far left.
https://turbotax.intuit.com/personal-taxes/online/
February 23, 2026
10:50 AM
djsintuituid. This worked for me in Edge browser. I also cleared cookies and cached images. Go to Settings \ Privacy, search, and services \ Clear browsing data \ Clear browsing data now. Check cook...
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djsintuituid. This worked for me in Edge browser. I also cleared cookies and cached images. Go to Settings \ Privacy, search, and services \ Clear browsing data \ Clear browsing data now. Check cookies and cached images, and click Clear Now. This ensures Edge doesn't try to use previously loaded information when TT tries to access the 1099s.
February 23, 2026
10:48 AM
Hello all, Like always, I filed my taxes using TT. This year however, we had a complication with the repeal of the WEP provisions, my wife received a lump sum distribution from Social Security cover...
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Hello all, Like always, I filed my taxes using TT. This year however, we had a complication with the repeal of the WEP provisions, my wife received a lump sum distribution from Social Security covering benefits that should have been paid in 2024. We told TT it should do a lump sum calculation. All it did was deduct the 2024 benefit from our 2025 tax return. It did not calculate what taxes should have been paid in 2024 had the benefit been given then, and did not add that in to our 2025 tax bill like it was supposed to. IRS caught the error and added the money back in to our return, but the result cut my refund in half. It took me a long time to figure out what happened and I still can't get TT to do the correct calculations. It either ignores the lump sum calc or it gives me an error that says I can't use the correct amounts from my 2024 return. I tried to notify TT of this but I don't want to wait an hour on the phone to get to a live human being again. Can't insert my original case number, this platform deletes it thinking its a telephone number. Sorry.
February 23, 2026
10:47 AM
1 Cheer
Moral of the story: Read every screen top to bottom.
February 23, 2026
10:47 AM
This error occurs because:
The federal refund is too low to cover fees,
The bank information is incorrect, or
A specific form (like Form 8888) is used.
It may also occur if your billi...
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This error occurs because:
The federal refund is too low to cover fees,
The bank information is incorrect, or
A specific form (like Form 8888) is used.
It may also occur if your billing address doesn't match your return, or
If there is a temporary technical issue with the third-party processor.
February 23, 2026
10:46 AM
I'm having trouble getting a question answered. Teacher Retirement System of Texas sent a 1099-R to me because I was a non spouse beneficiary for the death benefit. Box 7 is code 4 and it is not an I...
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I'm having trouble getting a question answered. Teacher Retirement System of Texas sent a 1099-R to me because I was a non spouse beneficiary for the death benefit. Box 7 is code 4 and it is not an IRA with 100% payment. When asked about the original owners birth age the following questions go into the RMD. I've called TRS twice and also asked a TT tax expert with no resolution. When I change it to reflect MY birth year I'm able to get passed it.
February 23, 2026
10:46 AM
Topics:
February 23, 2026
10:46 AM
Thank you... My mistake but the question should be split into two questions to avoid this common mistake..... are you a us citizen living abroad?.... I only read the 1st part.. us citizen..
February 23, 2026
10:46 AM
Having customers pay just to VIEW the individual tax forms Schedule C, 1040, Schedule A., is unacceptable. Intuit can figure out how to let us preview the forms without - printing. Some people actu...
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Having customers pay just to VIEW the individual tax forms Schedule C, 1040, Schedule A., is unacceptable. Intuit can figure out how to let us preview the forms without - printing. Some people actually know what they are looking at when they view their 1040 and schedules and want to see how the information was computed. This is an unacceptable in your online platform. I have been using turbo tax for a decade and I am not happy with the lack of this option
February 23, 2026
10:45 AM
Click on My Info on the left side of the online program screen. Edit your personal information and change the dependency on the screen labeled Let's check for some other situations. Check the box o...
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Click on My Info on the left side of the online program screen. Edit your personal information and change the dependency on the screen labeled Let's check for some other situations. Check the box on
Another taxpayer can claim me as a dependent on their tax return.
February 23, 2026
10:45 AM
1 Cheer
So having just completed my charitable donations, here is how it worked for me. The step by step was populated with the 32 charities we donated to from 2024. I went through the .csv I had downloade...
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So having just completed my charitable donations, here is how it worked for me. The step by step was populated with the 32 charities we donated to from 2024. I went through the .csv I had downloaded from Its deductible with updates for donations I had entered for the remainder of 2025. I sorted and totaled the donations and matched them to the charities from 2024, which left me with only 4 that I had to creat new. Also for items donated, I had downloaded the Its deductible fmv database before intuit took everything down. That was pretty time consuming for the donated items to go through and value, but got through it, In all it took 3 days, working a couple hours each evening to do it. FWIW, our charitable donations saved us over $8K in state and fed taxes so definitely worth my time. Sure miss being able to push the button and import the Its Deductible entries.. Thank you (NOT) Intuit for making it harder