All Posts
March 6, 2026
9:27 AM
PLS check again... try updating UR turbotax... I processed mine 2 days ago with form available
March 6, 2026
9:27 AM
Costco TurboTax wont start
March 6, 2026
9:26 AM
I need to enter IRA QCD amount
Topics:
March 6, 2026
9:25 AM
1 Cheer
Yes, it is possible and correct to report both, but TurboTax's interview flow can be confusing when a recharacterization spans two different calendar years. The reason your total is showing as $5,200...
See more...
Yes, it is possible and correct to report both, but TurboTax's interview flow can be confusing when a recharacterization spans two different calendar years. The reason your total is showing as $5,200 is likely because you are entering the second $1,800 in the "Withdrawals/Removal of Excess" section. In the eyes of the IRS, a recharacterization is not a withdrawal; it’s a "do-over" that treats the money as if it were originally put into the Traditional IRA.
1. Why the "Withdrawal" section is wrong
When you enter $1,800 as a "withdrawal," TurboTax assumes you took the money out of the retirement system entirely (reducing your total contributions). Since you actually moved it to a Traditional IRA, your total contribution should still reflect the full $7,000 ($3,000 original + $1,200 rechar. + $1,800 rechar.).
2. The Correct Way to Enter Both in TurboTax
To document two separate recharacterizations for the same tax year (even if the second one happened in 2026), you should group them together in the Roth IRA contribution interview:
Enter the Full Original Amount: Tell TurboTax you contributed the full $4,000 to a Roth IRA for 2025 (your $2,800 initial + $1,200 first rechar).
Report the Recharacterization: When asked "Did you switch any of this contribution to a Traditional IRA?", select Yes.
Enter the Combined Amount: Enter $3,000 (the $1,200 from 2025 + the $1,800 from 2026). ote: Only enter the "contribution" amount, not the earnings/gains that moved with it.
Explanation Statement: TurboTax will prompt you for an explanation statement. This is where you clarify the timeline for the IRS.
3. Draft Your Explanation Statement
Since you won't get a 1099-R for the 2026 move until next year, this statement is your official record. You can use this template:
"Taxpayer contributed $4,000 to a Roth IRA for tax year 2025. On [Date], taxpayer recharacterized $1,200 plus earnings to a Traditional IRA. On [Date in 2026], taxpayer recharacterized an additional $1,800 plus earnings to a Traditional IRA. Total 2025 Traditional IRA contributions are $6,000 and total Roth IRA contributions are $1,000."
Summary Check
After following these steps, your Form 1040 and Form 8606 (if the Traditional contributions are non-deductible) should reflect:
Total IRA Contributions: $7,000
Traditional IRA portion: $6,000 ($3k original + $3k recharacterized)
oth IRA portion: $1,000
March 6, 2026
9:24 AM
The only way to see Schedule D or Form 8949 in TurboTax Online is to print your tax return (create a PDF). You will have to pay the TurboTax fees before you can print. See the following FAQ for instr...
See more...
The only way to see Schedule D or Form 8949 in TurboTax Online is to print your tax return (create a PDF). You will have to pay the TurboTax fees before you can print. See the following FAQ for instructions to see your tax return in TurboTax Online.
How do I preview my TurboTax Online return before filing?
The TurboTax Desktop software has a forms mode that allows you to see any form while you are working on your tax return.
March 6, 2026
9:24 AM
You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be co...
See more...
You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
March 6, 2026
9:23 AM
Turbo tax keeps telling me there is an error on contributions roth 401k from what I read due to age catch up you should be able to deduct up to 23,500 + 7,500 = 31,000 My husband was the earner and...
See more...
Turbo tax keeps telling me there is an error on contributions roth 401k from what I read due to age catch up you should be able to deduct up to 23,500 + 7,500 = 31,000 My husband was the earner and turned 61 march 2025. How do I fix this ? His total amount on w2 is 31,116.00 ????? Thank You
Topics:
March 6, 2026
9:23 AM
If you can find a .tax2025 file on your computer, open it. Here's how to Contact TurboTax Support.
@rotorhead29
March 6, 2026
9:22 AM
I am a 22 year old college student who is enrolled full time. I have a part time job earning ~25k a year. I had my own apartment from 8/2024- to present. I do not return home on breaks since I do not...
See more...
I am a 22 year old college student who is enrolled full time. I have a part time job earning ~25k a year. I had my own apartment from 8/2024- to present. I do not return home on breaks since I do not have a bedroom at my parents anymore. I have FAFSA loans in my name only. I pay for my own gas, clothing, IRA contributions, rent, utilities, groceries, and school expenses, ~1200/month. In the 2025 school year I used ~$2600 of a 529 that my parents set up, but the remaining school expenses I paid myself. My parents also paid ~$1500 of health care expenses and ~600 in car insurance. My parents want to claim me as a dependent, and I don't know if they can. Nothing is straightforward and I can't find a yes or no answer. Last year when we did taxes, my apartment was considered temporary absence, but I don't intend to return home after I graduate, so I don't know why it's temporary.
Topics:
March 6, 2026
9:21 AM
Here's how you can fix it:
Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.
Note: Not all rejec...
See more...
Here's how you can fix it:
Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.
Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.
Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.
Additional reject instruction here.
March 6, 2026
9:21 AM
I need to recover my old account I have your number and new email
March 6, 2026
9:21 AM
Do you suggest this approach ( I.e., enter the monthly reimbursement amount in column C) if the 1095-A column C is blank? That seems to be a bad approach, to correct a shortcoming in the TurboTax pro...
See more...
Do you suggest this approach ( I.e., enter the monthly reimbursement amount in column C) if the 1095-A column C is blank? That seems to be a bad approach, to correct a shortcoming in the TurboTax program.
March 6, 2026
9:21 AM
It does not appear that the Turbo Tax is calculation the proper amount to exclude on the MA part year return. Assuming: Total Dividend Income is 10,000, 7000 was earned as a Mass Resident and 3000 ...
See more...
It does not appear that the Turbo Tax is calculation the proper amount to exclude on the MA part year return. Assuming: Total Dividend Income is 10,000, 7000 was earned as a Mass Resident and 3000 as a Non-Mass Resident; Of the $7000 only 4000 was interest on US obligations. US interest Income from a Savings Bond was earned while in Mass; Total Bank interest is $80; Bank Interest of $50 was earned in while in MA and $30 was earned while a resident of another state. It appears that on Form 1, NR?PR Other Interest and Dividends Excluded Statement for Schedule B, Line 6, Line 1 is summing the US Savings bond interest, the Dividend Income earned as a MA resident and the Bank Interest earned as a MA resident. The statement should be excluding the dividend income and bank interest as a non-resident of MA. Is there a problem with the calculations on this form? If not, where should the respective entries should be made on the MA State Part Year Return to achieve the proper allocations for the exclusions?
Topics:
March 6, 2026
9:20 AM
Try clicking the icon in front of the URL when a browser window opens for you to Sign In to your broker account. Change settings to Allow for LAN.
@Rafa1926
March 6, 2026
9:20 AM
@PatriciaV I appreciate your assistance! I sent the diagnostic file. Attached is a screenshot of my Token number. I am completing an Illinois return also.
March 6, 2026
9:20 AM
I have carryovers from 2022 and 2023 for AZ tax credits that are correctly reported on Arizona Form 323 and 348, and also correctly shown on Form 301 in column b, Available Carryover. Form 301 also ...
See more...
I have carryovers from 2022 and 2023 for AZ tax credits that are correctly reported on Arizona Form 323 and 348, and also correctly shown on Form 301 in column b, Available Carryover. Form 301 also correctly shows zero in all lines in Part1, column a, as there were zero credits for 2025 and is correctly zero in all lines in Part 2 as none of the credits were used in 2025. However, they are INCORRECTLY reported as made in 2025 on the 2025 Form 140-Standard Deduction Increase for Charitable Contributions on line 5C. That line 5C should be ZERO, which means lines 6C and 7C are understated. That is carried over to line 44 on Form 140. How do I override the error, or when will the system be corrected?
March 6, 2026
9:19 AM
1 Cheer
The Maryland HB 355 that you are referring to is not law. This is what LegiScan reports on the bill's history:
Spectrum: Partisan Bill (Republican 7) Status: Introduced on January 16 2025 - 25%...
See more...
The Maryland HB 355 that you are referring to is not law. This is what LegiScan reports on the bill's history:
Spectrum: Partisan Bill (Republican 7) Status: Introduced on January 16 2025 - 25% progression, died in committee Action: 2025-01-16 - Hearing 1/30 at 1:00 p.m. Pending: House Ways and Means Committee
So, the bill never made it out of the House Ways and Means Committee.
This explains why, in my post above, I did not find in the Maryland instructions that distributions from an IRA were eligible for pension exclusion.
@scdjcdverizonnet
March 6, 2026
9:19 AM
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Your refund could be offset. The IRS and State Governments have the abil...
See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts. You generally will receive a letter stating what the offset was for. The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.
Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"?
Why do some refunds take longer than others?
What if my IRS refund is taking longer than 21 days?
March 6, 2026
9:19 AM
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Your refund could be offset. The IRS and State Governments have the abil...
See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts. You generally will receive a letter stating what the offset was for. The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.
Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"?
Why do some refunds take longer than others?
What if my IRS refund is taking longer than 21 days?
March 6, 2026
9:19 AM
@M-MTax why would the trust be a grantor trust with respect to the trust-owned real estate the bene is using? What part of the grantor trust rules in IRC 671-691? Wouldn't we need to know whether the...
See more...
@M-MTax why would the trust be a grantor trust with respect to the trust-owned real estate the bene is using? What part of the grantor trust rules in IRC 671-691? Wouldn't we need to know whether the trust's provisions gave the bene's too much power to control the real estate?