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March 10, 2026
2:04 PM
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_...
March 10, 2026
2:04 PM
To enter Margin interest -
Click on Federal
Click on Deductions & Credits
Scroll down to Retirement and Investments
On Investment Interest Expenses, click on the start button
March 10, 2026
2:03 PM
Can you track my Massachusetts state refund
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March 10, 2026
2:03 PM
legal case settled in my favor, but no funds were available...lost my funds
Topics:
March 10, 2026
2:03 PM
My friend had a revocable trust she set up in 2007 and amended in 2016. She died on August 24,2025 - the trust became irrevocable and I became the successor trustee. An EIN was established. The ...
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My friend had a revocable trust she set up in 2007 and amended in 2016. She died on August 24,2025 - the trust became irrevocable and I became the successor trustee. An EIN was established. The deceased primary residence was in the trust and she had lived there 30 years . Here are my questions What is the date the cost basis for the home determined? * The original cost for the home? *The date the trust became irrevocable? If so would the cost basis be the value of the property or comparable property at that time. *The date the home was actually put into the Trust ( 2017) . Would I need to find a way to determine cost? *The date a second mortgage was taken out on the home and the value of the home at that time. ( 2022)
March 10, 2026
2:02 PM
@emilyjindra726 After you start into your tax return...you go to the left-side menu, and click on MY Info Then you revisit the information you entered about yourself.....right where your Nam...
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@emilyjindra726 After you start into your tax return...you go to the left-side menu, and click on MY Info Then you revisit the information you entered about yourself.....right where your Name is. That will bring up a series of questions that eventually leads to the one you need to change.
March 10, 2026
2:02 PM
Topics:
March 10, 2026
2:02 PM
Tax code 810 on transcript
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March 10, 2026
2:02 PM
Hopefully the problem will resolve with the software update on Thursday.
March 10, 2026
2:01 PM
How to Report Cash in Lieu of Fractional Shares
The IRS considers cash for a fractional share to be money received as the result of a stock sale.
This transaction must be reported on IRS tax ...
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How to Report Cash in Lieu of Fractional Shares
The IRS considers cash for a fractional share to be money received as the result of a stock sale.
This transaction must be reported on IRS tax form Schedule D Capital Gains and Losses.
The date of the sale (when cash was received) and the date of the original stock purchase is needed to complete the tax form.
Tax Basis Example: Assume a shareholder has an aggregate $100 basis in 50 shares of ABC stock ($2 per share), and the fair market value of one share of ABC stock is $66.65. Following the ABC Merger, the shareholder should have an aggregate $100 basis in 64.1 shares of ABC stock (50 shares x 1.2820, or $1.56 per share), and should be treated as having sold 0.1 shares of ABC stock with a tax basis of $0.156 ($1.56 x 0.1 shares) for $6.67 ($66.65 per share fair market value x 0.1 fractional shares).
Once you have your information you will complete the entry in TurboTax using the following steps.
Open (continue) your return if it isn't already open.
In TurboTax, search (upper right) > Type 1099B Press enter > Click the Jump to link
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2025?
If you see Here's the info we have for these investment sales, select Add More Sales.
Answer NO to Did you get a 1099-B or brokerage statement for these sales? or Select Other sales
@humace
March 10, 2026
2:01 PM
1 Cheer
You don't need it fixed. Save your file out (with the blank pages) in pdf format. Then, go to where the file is saved, right click it, and choose "open with". Choose Adobe Acrobat and all of your pag...
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You don't need it fixed. Save your file out (with the blank pages) in pdf format. Then, go to where the file is saved, right click it, and choose "open with". Choose Adobe Acrobat and all of your pages will be there.
March 10, 2026
2:01 PM
If you do not have a 1095-A, you should delete the 1095-A and Form 8962 from your return. Then go back and answer NO to the Do you have a 1095-A? question. Once you delete the erroneous forms th...
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If you do not have a 1095-A, you should delete the 1095-A and Form 8962 from your return. Then go back and answer NO to the Do you have a 1095-A? question. Once you delete the erroneous forms that were started and answer NO (certification), the error should be removed. Make sure there are no 1095-As or 8962 forms included in your return before you submit it for e-file again.
How to delete forms in TurboTax Online
How to delete forms in TurboTax Desktop
How do I fix a Form 8962 / 1095-A rejection?
Your return may have been rejected if the IRS has information that someone in your household should have a 1095-A. If you don't have a Form 1095-A and know you won't be receiving one, you can certify this in TurboTax Online/Mobile in order to refile your return:
Go to the Do you need to report any 1095-As? screen.
You'll be asked if you received a 1095-A. Select No. By selecting this certification, you will be able to e-file your return and meet the requirements under rejected code F8962-070.
Select File from the left menu and continue through the process to resubmit your return.
March 10, 2026
2:01 PM
If I am required to file form 7217, which is not supported by TurboTax, can I file my 1040 return electronically and send form 7217 separately by mail?
March 10, 2026
1:59 PM
This is indeed a bug in TT Home and Business 2025, and a rather serious one at that. I was able to fix it by going to the Forms view and edit Form 1099-R. Specifically, scroll down to RMD Excess Accu...
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This is indeed a bug in TT Home and Business 2025, and a rather serious one at that. I was able to fix it by going to the Forms view and edit Form 1099-R. Specifically, scroll down to RMD Excess Accumulation Worksheet. On Line A, enter the Required RMD Amount. On Line B, enter the Amount Distributed in 2025. Above that, check the Yes box under the question: "Entire gross applies to December 31, 2025 RMD?" (assuming that is the correct answer for you). That's it -- you're done. Someone at Intuit needs to fix this bug ASAP!
March 10, 2026
1:59 PM
If your 529 withdrawal was used entirely for qualified education purposes, you do not need to report it, according to Publication 970.
For 2025, you may use up to $10,000 for K-12 tuition. Prov...
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If your 529 withdrawal was used entirely for qualified education purposes, you do not need to report it, according to Publication 970.
For 2025, you may use up to $10,000 for K-12 tuition. Provided you have receipts proving the $10,000, and you already mentioned it was all used for tuition, you can keep the 1099-Q for your records, and remove the information from the software.
March 10, 2026
1:58 PM
1 Cheer
Yes. USA Swim is a 501c3 qualified non profit organization. This means, if you itemize your return, you would be able to deduct milage, lodging and other actual out of pocket expenses incurred whil...
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Yes. USA Swim is a 501c3 qualified non profit organization. This means, if you itemize your return, you would be able to deduct milage, lodging and other actual out of pocket expenses incurred while volunteering for the organization. However, you cannot claim volunteer hours, even if you are a professional, you cannot claim anything for your actual time.
To enter them select the following:
Federal
Deductions and Credits
Charitable donations
Donations to Charity
For 2025, if you do not itemize your return, you cannot claim a deduction for the expenses related to your volunteer work.
Itemized expenses include mortgage interest, gambling losses within limitations, charitable contributions, state and local taxes up to $40,000, medical expenses in excess of 7.5% of your AGI and federally declared casualty and losses.
Then your total itemized expenses would need to be greater than your standard deduction below in order to benefit from your expenses.
The 2025 Standard Deductions are as follows:
Married Filing Joint (MFJ) $31,500
Married Filing Separate (MFS) $15,750
Head of Household (HOH) $23,625
Single $15,750
Blind or over 65 and MFJ or MFS add $1,600
Single or HOH if blind or over 65 add $2.000
Standard Deduction vs. Itemized Deductions: Which Is Better?
March 10, 2026
1:57 PM
K-1 Line 20, Code Z refers to Section 199A (Qualified Business Income). You can leave Line 20, Code Z blank in TurboTax, then look at the supplemental statements of your K-1 for information related t...
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K-1 Line 20, Code Z refers to Section 199A (Qualified Business Income). You can leave Line 20, Code Z blank in TurboTax, then look at the supplemental statements of your K-1 for information related to the calculation of Sec 199A.
You will enter the information presented in the K-1 supplemental statement for Sec 199A (i.e., business income, rental income, W2 wages, and UBIA property) in TurboTax on a screen following the Line 20 code.
If you are still having issues and need to talk to a tax expert, you can select the Live Tax Advice button on your TurboTax screen to be connected with an expert.
March 10, 2026
1:56 PM
Hello, I am using a desktop version as well. As I mentioned on an earlier post I wasn't able to completely delete the People Wks, when I tried the sheet still populated but with only the primary dat...
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Hello, I am using a desktop version as well. As I mentioned on an earlier post I wasn't able to completely delete the People Wks, when I tried the sheet still populated but with only the primary data at the top of the page but all the boxes that I had checked were now empty. The only way I got the program to work properly was to go through the step by step process. But, I would think that if you are not a student and you don't have any education expenses to enter that worksheet should not impact you filing the return, with no data it should be meaningless.
March 10, 2026
1:56 PM
Similar/same problem: I entered my IRA contribution and it reduced the tax liability. When I entered for wife, for between Jan-Apr 2026, it did not. I changed the entry as if the contribution was mad...
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Similar/same problem: I entered my IRA contribution and it reduced the tax liability. When I entered for wife, for between Jan-Apr 2026, it did not. I changed the entry as if the contribution was made in 2025 and it reduced the tax liability correctly. Hopefully this gets fixed before I file.