All Posts

@susanjwitt  @Bags1953    After you enter your SSA1099 for Social Security the very next screen asks if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly,  your line 6b on Form 1040 was left blank or had a zero, so that your SS was not taxed correctly.   This was a user error.  The IRS is catching these errors and adjusting refunds accordingly.

La declaracion estatal normalmente toma mas tiempo en procesar que la declaracion federal.  Deja que pase 2 o 3 dias y si aun no le aparece una confirmacion de su declaracion estatal, pongase en contacto con nosotros.

TurboTax gets no information after you file your tax return.  No one at TurboTax can tell you if you will get audited or why there was a "security risk alert"---(from who?   TurboTax?  The IRS?)    Why did you file separate returns and each claim a child?   Filing married filing separately is usually the worst way to file.   If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the disadvantages of filing separately include:    You cannot get earned income credit,  You cannot get education credits or deductions for student loan interest.  You cannot get the childcare credit You have a lower amount of income on which to base the refundable additional child tax credit 85% of your Social Security benefits will be taxable even with no other income  The amount you can contribute to a retirement account will be limited. Capital loss deduction is less than if you file jointly You cannot get the $6000 senior deduction You cannot get the deductions for overtime or tips    If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh  

No that cannot be done.   Each tax year is separate.   You will have to check the IRS refund site to see what happened with your 2024 refund.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

I reproduced your situation by entering a 1099-R with 100.00 in 9a, and no checkmark in 2b.   In the Review, I got the some reported error that you did.   On that same screen in the Review, I blanked out the 100.00 that was showing about the view of the tax form, and then hit Continue. The reported error disappeared so I could continue.   Are you using the TurboTax Online product or the Desktop product?   Worst case, delete the 1099-R, then re-enter it by hand, and leave 9a blank. This should give you the result that you want.   @deannatangen 

I'm having this exact issue, but it appears TurboTax as well as TaxSlayer and TaxAct all use 1099-B to route the sale of an inherited home to Schedule D.   The problem I'm having is TurboTax is applying a 25% tax rate to my capital loss, while it should be 15% as a "long term" inherited investment. AI chat suggests I'm doing something wrong like adding depreciation or classifying it as a rental, but I'm not.      

To enter gain/loss on forex transactions, go to:   The Federal taxes Tab Wages & Income In the Investment Income Section, click "start" on the Stock, cryptocurrency, Mutual Funds, Bonds, other section. Follow the prompts to enter your forex transactions.  

The problem may very well be with the data that is imported and not what the program does with the data.  If you want to avoid having to review and correct/add information to the imported 1099, consider reporting summary totals.  To do so in TurboTax, while logged in to your return:     In the wages & income section, Select "Investments and Savings...."   On the page "Did you have investment income in 2025?"  Answer Yes, or If you've already started the section, click on "Add Investments" at the bottom of the screen On the page "Let's Import your tax info" click on "Enter a different way"  Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type"  When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue  Answer the next three or four questions  Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds)  Select "Sales Section Totals"  Locate your sales section totals on your 1099-B  Enter your Investment Sales Section Totals and repeat till you have entered for each category.  After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".     Take a moment to double-check that your statements are complete. For each sale listed, there should be:   - A Description   - Date Acquired   - Date Sold   - Sales Price   - Cost Basis   - Gain or loss for each sale   - A based on how the sale was reported to you and the IRS   In some uncommon cases, there will be an adjustment code and adjustment amount.      NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.      Here's how to mail your statements:   If you are e-filing your tax return, then mail your statements along with Form 8453 to:     Internal Revenue Service  Attn: Shipping and Receiving, 0254  Receipt and Control Branch  Austin, TX 73344-0254  

Oh, and I made the last payment on January 23rd, not March 14th. I indicated this in the part of the form where it asked when I made each payment. So, to clarify, I made four $900 payments. Each of the first three payments were made by the due date. The final payment, the January payment, was made 8 days late. Not 90 days late. The March 14th date came from where it asked me when I was going to pay the taxes I owe (of $85 + the $7 penalty the program says I owe). @MelindaS1    This would be so much easier to explain if I could talk to you on the phone.