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February 22, 2026
6:57 AM
Make sure that your entries for Form 1095-A are correct, that you marked all the correct boxes in TurboTax. To go back through your entries:
Open or continue your return.
Navigate to the ...
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Make sure that your entries for Form 1095-A are correct, that you marked all the correct boxes in TurboTax. To go back through your entries:
Open or continue your return.
Navigate to the 1095-A section:
TurboTax Online/Mobile: Go to 1095-A.
TurboTax Desktop: Search for 1095-A, then select the Jump to link.
You should also go back through your entries for your medical expenses. Do not enter any amounts from Form 1095-A under this section for medical expenses. To go back through your entries:
Navigate to the Schedule A section:
TurboTax Online/Mobile: Go to the Schedule A screen under Deductions & Credits.
TurboTax Desktop:
Go to Federal Taxes.
Go to Deductions & Credits.
Under Medical, select Start or Update next to Medical Expenses.
If after you review your entries you are still getting the incorrect amount for itemized expenses, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".
February 22, 2026
6:57 AM
Even though the writing correctly, the Smart Check is asking for the token name for Box 1a. This is clearly an issue with the Smart Check.
February 22, 2026
6:56 AM
1 Cheer
That didn't work :( I installed it and got the same message.
February 22, 2026
6:55 AM
unable to upload my pdf documents
Topics:
February 22, 2026
6:54 AM
Thank you. If I am understanding you correctly, only the third option would apply. If the 1099 misc (which was for "working" if an internship fits that definition. 9-5, five days per week for 10...
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Thank you. If I am understanding you correctly, only the third option would apply. If the 1099 misc (which was for "working" if an internship fits that definition. 9-5, five days per week for 10 weeks) is entered anywhere else (none of those uncommon situations apply) it then goes to Schedule 1 line z and then transfers over to the 1040 line 8 "additional income" and becomes unearned income. And therein lies the problem. With regard to putting in under less common and miscellaneous income, I did try that. I guess my only discomfort there is that I have to delete the 1099 MISC altogether to do it. That has been sent to the IRS and I am unsure if my explanation carries over to them? (And then of course whether they would accept it as legit.) I appreciate the feedback!
February 22, 2026
6:52 AM
1 Cheer
TT has not corrected it in the Premier desktop version and I'm shocked and very disappointed they removed this input screen so we can avoid showing a tax liability that we do not have. Poor job test...
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TT has not corrected it in the Premier desktop version and I'm shocked and very disappointed they removed this input screen so we can avoid showing a tax liability that we do not have. Poor job testing their software changes.
February 22, 2026
6:51 AM
It's in Feb 22, this feature to enter each item is still not available. Anyone knows when it might be? It's still saying coming soon
February 22, 2026
6:51 AM
You should enter the 1099-R exactly as it was issued, Code 7 in Box 7. Don't change the distribution code. Even if the form doesn't show code Q, a qualified Roth IRA can still be tax-free. The key is...
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You should enter the 1099-R exactly as it was issued, Code 7 in Box 7. Don't change the distribution code. Even if the form doesn't show code Q, a qualified Roth IRA can still be tax-free. The key is answering the TurboTax questions correctly.
Also, Roth IRA's owned by the original account holder don't have required minimum distributions (RMDs). So if this was your own Roth IRA, it's not technically an RMD, even if the institution labeled it that way.
February 22, 2026
6:51 AM
If you can't properly post your birthday, go back to My Info, and Review it there.
In TurboTax
On the center menu select Personal Info [Continue]
On the left side menu select My Info
To...
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If you can't properly post your birthday, go back to My Info, and Review it there.
In TurboTax
On the center menu select Personal Info [Continue]
On the left side menu select My Info
To the right of your name, click the arrow.
Your information will come up.
Check the birthdate.
Click [Revisit] to edit entries
The first screen will show your birthdate
Make sure the format is Month Month / Day Day / 4 digit year
MM/DD/YYYY
February 22, 2026
6:49 AM
It is possible that you are not able to claim the credit due to your tax liability and other credits being claimed on your return rather than anything related to the furnace or heat pump themselves. ...
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It is possible that you are not able to claim the credit due to your tax liability and other credits being claimed on your return rather than anything related to the furnace or heat pump themselves. The energy credit for furnaces or heat pumps can only reduce your income tax to zero. The energy credit is not refundable to you if it cannot be used to reduce your tax. It also cannot be carried over to future tax years. To learn more, take a look at the following TurboTax help article: 2024-2025 Energy Tax Credit: Which Home Improvements Qualify?
February 22, 2026
6:48 AM
Thanks again for your help. As discussed yesterday this was how we would enter info based on 1098: 1098 T Box 1= 12,895 Box 5= 16,912 Entering on ours: Box 1= $4k Box 2= 0 Entering on de...
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Thanks again for your help. As discussed yesterday this was how we would enter info based on 1098: 1098 T Box 1= 12,895 Box 5= 16,912 Entering on ours: Box 1= $4k Box 2= 0 Entering on dependent students: Box 1= 8,895 Box 5= 16,912 I have another question...My son also took a 3 credit course from SNHU (required for his UG) and we paid $2k but received no scholarship/grants for this. We had briefly forgotten about this and just emailed the college to check on the form. Would inputting this 2nd 1098 affect the numbers we input on Box 1 from the 1st 1098 (as shown above)? I wasn't sure if it's just considered an additional QEE that will reduce the excess taxable amount between QEE and scholarships overall or if I need to adjust the $4k (from the 1st 1098) we are freeing up to then be considered out of pocket so we can claim the AOTC? I'm sure I'm making it all more complicated than it is, but figured worth asking. Thanks!!
February 22, 2026
6:48 AM
Follow these steps:
Go to My info section of your return.
Revisit your info questions and go through the filing status questions carefully.
Make sure you have selected the Married box ...
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Follow these steps:
Go to My info section of your return.
Revisit your info questions and go through the filing status questions carefully.
Make sure you have selected the Married box and also select the Plan on Filing separately box.
Revisit the your household questions and answer those questions carefully.
If TurboTax still isn't treating you as married filing separately, try selecting "none of these apply" when asked about your spouse. Don't mention anything about someone else being able to claim your husband.
February 22, 2026
6:47 AM
Thank you for your response. I didn't know TT is known for calculating penalties incorrectly, but double checked with another method and the TT amount is correct. After going through all the way to...
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Thank you for your response. I didn't know TT is known for calculating penalties incorrectly, but double checked with another method and the TT amount is correct. After going through all the way to the end.....e-filing with payment for State, I discovered I can choose when taxes are to be withdrawn from checking.
February 22, 2026
6:46 AM
Okay so I figured that out and I will add the son and daughter these questions are for are Cornell students so perhaps that a bias there too. And it's fine if they are subject to the medicare ta...
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Okay so I figured that out and I will add the son and daughter these questions are for are Cornell students so perhaps that a bias there too. And it's fine if they are subject to the medicare taxes etc, (they are exempt for their university jobs) because if I use 1h (which of course the list in the instructions is quite limited and non refer to internships or anything close), then then still owe nothing because the standard deduction goes up significantly based on total income and zeroes out. Thanks for the engagement. I will figure this out sooner or later.
February 22, 2026
6:43 AM
This experience has been reported to development for further investigation. If they determine the cause of your experience, we'll post any possible resolution to this thread.
February 22, 2026
6:42 AM
@17717205229 Yeah, for a 1099-DIV the summary amount on the Desktop Menu page shows the full amount, but clicking on it only shows the Ordinary dividends (haven't checked to see what the "Onlin...
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@17717205229 Yeah, for a 1099-DIV the summary amount on the Desktop Menu page shows the full amount, but clicking on it only shows the Ordinary dividends (haven't checked to see what the "Online "software shows). The $$ tax-exempt are still included in the 1040, line2a value. Even so, make sure you edit that 1099-DIV form...and on the page that asks what state the tax-exempt dividends came from, make sure the first bullet point is selected as "Multiple States" ....do not select your state on this bullet, unless you are sure that 100% of the tax exempt $$ came from your won state (that is extremely rare....to non-existent). Even if you use the second bullet point to break out your own state's $$ from the other states, it is CRITICAL that the first bullet be set to Multiple States on a 1099-DIV.
February 22, 2026
6:42 AM
I purchased the desktop home and business program through the intuit site (and then again through staples). It has been about 24 hours and I have not received my licence code) what is the normal wait...
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I purchased the desktop home and business program through the intuit site (and then again through staples). It has been about 24 hours and I have not received my licence code) what is the normal wait time?
February 22, 2026
6:41 AM
Hi, I am looking for some help with an underpayment penalty determination. TurboTax indicates that I owe a $50 penalty for underpayment, even though I have 110% more in withholding and estimated...
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Hi, I am looking for some help with an underpayment penalty determination. TurboTax indicates that I owe a $50 penalty for underpayment, even though I have 110% more in withholding and estimated taxes than my tax liability for 2024. I sold a second home (condo) in mid-September 2025, which significantly increased my tax liability. For tax year 2024 I owed $38,852 in taxes. For tax year 2025 I had $21,815 withheld and also paid $21,027 in estimated taxes for a total of $42,842 (more than110 percent of the 2024 liability). My estimated taxes included: $1352 from my 2024 refund applied to 2025 taxes; $3457 1st qtr; $4809 in qtr 2; $4809 in qtr 3; $6600 in qtr 4. My additional taxes due are about $49,000. I started preparing Form 2210. However, because Part 1 does not ask for estimated tax payments (only withholding), the result is that I "may owe a penalty", and it appears I would need to do a lot of further calculations in Form 2210 to reduce or avoid the penalty. It doesn't seem as though I should be going down this path based upon the 110 percent safe haven rule. (1) Am I misinterpreting the 110% rule (2) If my interpretation is correct, is there a work-around to avoid doing all the additional calculations? (3) Is it possible that TurboTax is triggering a penalty because my last quarterly payment was higher than earlier quarterly payments? Thank you.
February 22, 2026
6:40 AM
These updates should be available as of today, so you should try manually updating your TurboTax Business software first before logging back in. Instructions:
TurboTax Business 2025
If you're...
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These updates should be available as of today, so you should try manually updating your TurboTax Business software first before logging back in. Instructions:
TurboTax Business 2025
If you're having trouble updating your TurboTax Business 2025 software using the "Check for Updates" method, you can get the latest federal program update here:
Close TurboTax Business and all other programs except this browser window.
Select this link to download the 291 MB update.
Save the update file to your Windows desktop.
Double-click the update file w_bizrelsuperpatch... on your desktop to install the manual update.
February 22, 2026
6:39 AM
2 Cheers
This issue related to the address field in Form 5695, Residential Energy Credits is under investigation for both TurboTax Online and TurboTax Desktop.
Please check back for a program update soon.