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a month ago
At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition".
That will get you a screen, later, "Time to en...
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At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition".
That will get you a screen, later, "Time to enter (student's name) educational expenses". Enter those expenses at "Optional books and materials from the school".
a month ago
The Form 1099-R section was finalized and made available in TurboTax on 01/21/2026 for the online editions and on 01/22/2026 for the desktop editions.
If you are using the online editions, clea...
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The Form 1099-R section was finalized and made available in TurboTax on 01/21/2026 for the online editions and on 01/22/2026 for the desktop editions.
If you are using the online editions, clear cache and cookies on your web browser. Or change your browser to either Google Chrome or Microsoft Edge.
If you are using the desktop edition, click on Online at the top of the desktop program screen and then click on Check for Updates to make sure the software is at the latest release.
a month ago
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a month ago
No. You earned over 5,200 and was not a full time student.
a month ago
It's February 14th. This still says unsupported. Can someone assist?
a month ago
did you by any chance take a look at how easy it was to enter the rental properties information? I may get a refund with costco and buy HR block so I can get it done this weekend thanks!
a month ago
To amend your return, follow these steps: How to File an Amended Tax Return with the IRS - TurboTax.
You will be able to add the income (and expenses if applicable).
a month ago
You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".
After comp...
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You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.
a month ago
Long story short, I was filing my 2025 taxes only come to realize I did not file 1099-B in my 2024 tax return (out of ignorance, only entered 1099-DIV and 1099-INT at the top of brokerage document). ...
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Long story short, I was filing my 2025 taxes only come to realize I did not file 1099-B in my 2024 tax return (out of ignorance, only entered 1099-DIV and 1099-INT at the top of brokerage document). To make right, I launched TurboTax 2024, opened my 2024 tax return that I successfully e-filed to both IRS and Franchise Tax Board last year. I selected to Amend, and entered summarized 1099-B (no individual sales details). Afterwards, it gave me results on what I owe to IRS and Franchise Tax Board. At the end of the process, I tried e-filing and unsurprisingly it didn't let me since filing for 2024 is closed. I then elected to print the PDF document and noticed Form 8453-OL was generated. My question is, should I include a copy of my 1099-B detailed transaction from the brokerage in my amended filing to both the IRS and Franchise Tax Board? There's no instructions to do so within the TurboTax generated documents and had understood this is needed. As an added note, I also will submit Form 843 to request abatement as recommended by IRS agent via phone, please advise if it is recommended otherwise.
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a month ago
If you had a distribution from the 401(k), not a loan, in 2026 then you will received a Form 1099-R in January of 2027 and report the 1099-R on your 2026 tax return.
a month ago
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a month ago
Also, TT (desktop) doesn't seem to allow me to manually enter the data either.
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a month ago
I took money out of my 401k this year.
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a month ago
It's NOT a minor bug. You're NOT eligible because you have no gain. See Section 121: Gross income shall not include gain from the sale or exchange of property if, during the 5-year period ending ...
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It's NOT a minor bug. You're NOT eligible because you have no gain. See Section 121: Gross income shall not include gain from the sale or exchange of property if, during the 5-year period ending on the date of the sale or exchange, such property has been owned and used by the taxpayer as the taxpayer’s principal residence for periods aggregating 2 years or more.
a month ago
@TheMike Yes, the same for the 2025 tax year. Just mail the payment voucher with your check for the taxes owed.
a month ago
I made excess contributions to my HSA in 2025 (through my employer), which I realized and removed prior to the end of 2025. The excess contributions from my paycheck were pretax. I don't see where th...
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I made excess contributions to my HSA in 2025 (through my employer), which I realized and removed prior to the end of 2025. The excess contributions from my paycheck were pretax. I don't see where these excess contributions are added back into my income in TurboTax. It seems like the excess contributions should be added back to my income. I did receive a 1099-SA with the excess contribution information.
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a month ago
My original return after filing was $2346, and now it shows $139. Will amending it bring that number back up?
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