All Posts

xmasbaby0 · ‎March 1, 2026

That box is irrelevant unless you are trying to get earned income credit.

17723267060 · ‎March 1, 2026

Oregon credit for ABLE account contributions is limited due to AGI. Turbo Tax is using wrong amount on our return.

Pedalboat · ‎March 1, 2026

I am attempting to understand why line "k" in Part 1 has a 66% reduction to actual dividends. There doesn't seem to be any method of understanding this result and from various other sources I suspec...

I am attempting to understand why line "k" in Part 1 has a 66% reduction to actual dividends. There doesn't seem to be any method of understanding this result and from various other sources I suspect that the haircut is too severe. How does one get to this calculation?

jerryboda · ‎March 1, 2026

Thank you!!! You’ve restored my loyalty and love for Turbo Tax. Submitting my file and having you investigate and resolve was a huge blessing given the delays and downtime with this issue. I hope ...

Thank you!!! You’ve restored my loyalty and love for Turbo Tax. Submitting my file and having you investigate and resolve was a huge blessing given the delays and downtime with this issue. I hope all users resolve their problems as well. In all the decades that I’ve used TurboTax to file corporate (business) and personal returns, I don’t recall ever having an issue that an update didn’t resolve quickly. So this was a very frustrating year for this.

RogerD1 · ‎March 1, 2026

If you could provide some additional detail on which question 32 and 32B you are trying to access, then we can give you better guidance on where to let you know how to locate these entries. For inst...

If you could provide some additional detail on which question 32 and 32B you are trying to access, then we can give you better guidance on where to let you know how to locate these entries. For instance, let us know the specific form and whether it's a Federal or a State form and why you are trying to change the entry.

Karis_F · ‎March 1, 2026

Yes. Form 1099-DA reports digital asset proceeds from broker transactions. Report your Form 1099-DA digital asset sales and any other cryptocurrency transactions in TurboTax Online in Wages & I...

Yes. Form 1099-DA reports digital asset proceeds from broker transactions. Report your Form 1099-DA digital asset sales and any other cryptocurrency transactions in TurboTax Online in Wages & Income>Investments and savings>Add Investments>Enter a different way>select Digital Assets. Here is a TurboTax article about Form 1099-DA for more information: What Is Form 1099-DA and What Does It Mean for Crypto Investors?

JM4DURYEA · ‎March 1, 2026

I saw the message and did not upgrade. However, unlike others, I was unable to get 1099-B from my Chase bank. Anyone else have this problem? I really don't want to upgrade. Help!

SamD2 · ‎March 1, 2026

My rejection email from TurboTax has only the following for a guide to what happened, but I do not know how or what to fix: "/Return/ReturnData/IRS1040X/NetChangeOrigRptOrPrevAdjGrp/TotalAdditionalD...

My rejection email from TurboTax has only the following for a guide to what happened, but I do not know how or what to fix: "/Return/ReturnData/IRS1040X/NetChangeOrigRptOrPrevAdjGrp/TotalAdditionalDeductionsAmt - Data in the return is missing or invalid. Please double check your entries." Any assistance will be much appreciated.

dileshdave · ‎March 1, 2026

I am not happy with TurboTax 2025, the support asked me to wait for amendment and finally when it was available yesterday, the 1040-X failed twice to E-file my return!!! What a mess??? What time the ...

I am not happy with TurboTax 2025, the support asked me to wait for amendment and finally when it was available yesterday, the 1040-X failed twice to E-file my return!!! What a mess??? What time the correct update will be available? I cannot expect such software disaster from intuit.

KBCPA1 · ‎March 1, 2026

(DESKTOP DELUXE) -- I downloaded two Schwab accounts for the taxpayer. I see that both uploaded successfully, totals tie to the actual 1099s. I go back to the input section and I see all the numbers ...

(DESKTOP DELUXE) -- I downloaded two Schwab accounts for the taxpayer. I see that both uploaded successfully, totals tie to the actual 1099s. I go back to the input section and I see all the numbers by account. Two 1099s for dividends, Two 1099s for interest and two 1099-B for securities. All the input pages (where one enters info by category) have the imported information. I agreed it to the actual 1099 pdfs. So all is GOOD so I thought. So now I review FORMS. Thankfully all the 1099B information is on the Forms 8949 and Schedule D. Many transactions and the totals tie to the sum of the two 1099Bs. What a relief, many transactions and quite impressive all is good. The Problem >> 1040 Schedule B (and the Form 1040) only includes interest and dividends from one of the accounts despite it being in the input sections of income. I deleted the 1099s for both account and re-imported. No change still missing the interest and dividends from that one account. I delete the 1099 div and Int for that one account and re-enter manually. Now all the information is on the Schedule B and the Form 1040. YOU MUST REVIEW THE FORMS TO BE SURE ALL THE IMPORTED INFO HAS BEEN COLLECTED. Never had this problem before. I've always built a spreadsheet before importing summarizing the totals from the multiple 1099 imports and compare to the final 1040 forms. Never had this issue in the almost 10 years I've been using desktop Turbo Tax. Anyone else ?? Thank you - KB

pj1089-gmail · ‎March 1, 2026

In January 2026, I contribute 7,000 and 7,500 for 2025 and 2026. My broker restricted the money for 1 week to allow me converting it to my Roth IRA account. Your system said that it means that y...

In January 2026, I contribute 7,000 and 7,500 for 2025 and 2026. My broker restricted the money for 1 week to allow me converting it to my Roth IRA account. Your system said that it means that you first contributed money to a traditional IRA, but then later moved your money to a Roth IRA. This is sometimes referred to as a "recharacterization." A recharacterization such as this is different from a Roth conversion because your Roth IRA contribution is for the same year as the original traditional IRA contribution. So, the money would be both contributed to the traditional IRA and subsequently moved to the Roth IRA during the time period of January 1, 2025 until April 15, 2026 unless you file an extension in which case you would have until October 15, 2026. According to my broker’s action, it was a conversion not a recharacterization. And my research said once you convert a non-deductible traditional IRA to a Roth IRA, you cannot move it back to a traditional IRA. In Feb. 2027 my broker will issue 1099 B to me for 2025 and 2026 conversions. When filing 2026 income tax return, I will have problem with your software. Please remember to modify your 2026 software about IRA contribution when you make it. Broker was only held money for 1 week. Then I can convert the money.

VictoriaD75 · ‎March 1, 2026

Can you clarify what you are referring to? Mortgage interest is reported on a 1098. You can enter the information on the Deductions & Credits section of the TurboTax software. Mortgage interest...

Can you clarify what you are referring to? Mortgage interest is reported on a 1098. You can enter the information on the Deductions & Credits section of the TurboTax software. Mortgage interest is an itemized deduction. It will only affect your return if you are itemizing versus taking the standard deduction. Taxpayers generally take whichever is most beneficial to them in reducing their taxable income. Standard Deduction vs. Itemized Deductions: Which Is Better? @idealmanmike

Romper · ‎March 1, 2026

Thanks Dmertz.. If the original poster, MasterWaterskier, sees this, Form 5329-T shows the deduction as Code 01 on Line 2 in Forms after you enter the correct information in the Step By Step in the ...

Thanks Dmertz.. If the original poster, MasterWaterskier, sees this, Form 5329-T shows the deduction as Code 01 on Line 2 in Forms after you enter the correct information in the Step By Step in the desktop version.

alonsotx · ‎March 1, 2026

Box 1D (Date acquired) is requiring a date but the form lists 'various'. TurboTax is not allowing 'various' as an option. How to proceed on this form when entering individual transactions? ...

Box 1D (Date acquired) is requiring a date but the form lists 'various'. TurboTax is not allowing 'various' as an option. How to proceed on this form when entering individual transactions? Thanks.

LaShaunA3 · ‎March 1, 2026

As long as you meet the qualifications for the senior deduction, it is automatically applied to your tax return. You don't need to take any additional steps. Qualifications: -Age: You must be 6...

As long as you meet the qualifications for the senior deduction, it is automatically applied to your tax return. You don't need to take any additional steps. Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income. Once your tax information is entered into the system, you can see the information for the Senior Deduction reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.

xmasbaby0 · ‎March 1, 2026

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the...

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security) The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b. 2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750 (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000) For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint) The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately

Travis100 · ‎March 1, 2026

I'm using TurboTax online. Regardless of the category that I choose (like cleaning/maintenance), the software is pro-rating the expenses based on fair rental vs persona use. I do not see an option t...

I'm using TurboTax online. Regardless of the category that I choose (like cleaning/maintenance), the software is pro-rating the expenses based on fair rental vs persona use. I do not see an option to designate as direct.

DoninGA · ‎March 1, 2026

If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refu...

If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

plowden27 · ‎March 1, 2026

DoninGA · ‎March 1, 2026

Money deducted for what? Federal income taxes withheld from wage? State income taxes withheld from wages? Estimated tax payments, federal, state or local? Personal real estate tax paym...

Money deducted for what? Federal income taxes withheld from wage? State income taxes withheld from wages? Estimated tax payments, federal, state or local? Personal real estate tax payments? Loan interest on a residence? Auto loan payments?

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Re: How do I check the US Residency checkbox at the top of my form?

The Oregon refundable credit amount turbo tax entered on my 2025 Schedule OR-ASC is wrong. Due to AGI, our credit is limited to $60, but TT entered $360

Form 1116 Foreign Tax Credit Worksheet Black Box in line "k"

Re: New Error: Form 4562 Depreciation Options - Qualified Prop 100% & 50% should be blank. This a...

Re: I cannot find question 32 on the Turbo Tax page but have it in the worksheet. I have 32B mark...

Re: I don't have a 1099 B do I have to enter my 1099 DA on my tax return

Re: Used TurboTax Deluxe for years. This year, TT says I need to upgrade to work on 1099B, Why?

Rejected 2025 Amended Federal 1040X

Re: I need to amend my 2025 tax return through TurboTax but this is currently unavailable due to ...

Schwab 1099 downloaded successfully BUT .. interest and dividends not carried to the Form 1040 (schedule B)

IRA conversion

Re: I don’t believe I entered my mortgage interest statement total. Is there a reason why I wouldn’t

Re: Net Unrealized Appreciation (NUA)

1099-DA Form

Re: Will tubo tax use 1040 SR for senior deduction

Re: Will tubo tax use 1040 SR for senior deduction

How can I enter expenses as direct (100% deductible) instead of having the software auto prorate them? I’m trying to enter per-stay cleaning fees for a short-term rental.

Re: How to track my taxes

How to track my taxes

Re: I had money deducted through 2025. Where do I put that to get it refunded?

Do you have a TurboTax Online account?

All Posts