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March 5, 2026
9:45 AM
If it is taxing the entire amount and saying you are ineligible for the exclusion, it is likely due to the way you have answered one of the questions. You can go back through the questions and double...
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If it is taxing the entire amount and saying you are ineligible for the exclusion, it is likely due to the way you have answered one of the questions. You can go back through the questions and double check your answers. If you do an all of your answers are correct, you can go to forms mode and look at the home sale worksheet. Double check to be sure all the answers are correct here. Then look at line 28 to see if there is a number on that line? If you are filing separately it should be $250,000.
March 5, 2026
9:44 AM
Once your tax return is accepted, the IRS takes over processing.
For status updates, you can use the IRS tool Where's my Refund?. You can also use the tools TurboTax site tracking tool.
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Once your tax return is accepted, the IRS takes over processing.
For status updates, you can use the IRS tool Where's my Refund?. You can also use the tools TurboTax site tracking tool.
You can contact the IRS for individual returns at 800-829-1040 since it’s been more than 21 days since you e-filed.
Refer to the TurboTax article What if my federal refund is taking longer than 21 days? For more information.
March 5, 2026
9:44 AM
@kimberly3ct wrote:
@Opus 17 Where did you find the info regarding not following the 6 month time frame (when well past 65 years old), but rather to adhere to the dollar amount limitation? ...
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@kimberly3ct wrote:
@Opus 17 Where did you find the info regarding not following the 6 month time frame (when well past 65 years old), but rather to adhere to the dollar amount limitation? Every article I've found in my research states to stop contributing 6 months prior to enrolling in Medicare. I even did a live chat with Medicare yesterday and gave them all of the details, and they too said that it's not the dollar amount, but the 6 months. The rep was also very clear that you cannot contribute to an HSA once you enroll in Medicare. If you have link I could refer to, that would be great!!
You are confusing two issues, as are the people you are talking to. I mentioned publication 969, here is a direct quote
You can make contributions to your HSA for 2025 through April 15, 2026. If you fail to be an eligible individual during 2025, you can still make contributions through April 15, 2026, for the months you were an eligible individual.
A person's contribution limit is based on how many months of the year they are enrolled in a qualifying HDHP with no other medical coverage. Because Medicare is retroactive, this can affect someone's eligibility limit, especially if they enroll in the Spring, meaning their previous year's eligibility is affected.
However, once you have determined what a person's limit is, that money can be contributed any time of the year, and even up to April 15 of the next year. If a person's goes on Medicare on July 1, so their limit is $4775, it would be allowable to contribute nothing during 2025 and make a lump sum contribution on April 14, 2026. Just like IRAs and other tax items where there is an annual limit, it does not matter when the contribution is made within the extended tax deadline.
March 5, 2026
9:43 AM
You need to do each year separately. Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each ye...
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You need to do each year separately. Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Ventura 13 to install it on. If you can't install the Desktop program or if you have a simple return and want to file for free, you can fill out the blank IRS forms by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf OR if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state. 2023 Here is the IRS 2023 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf And 2023 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 Tax and EIC Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf
March 5, 2026
9:42 AM
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further inf...
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Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
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_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
March 5, 2026
9:42 AM
The qualified business income (QBI) deduction is associated with business income reported on your return. It typically comes from a K-1 Schedule entry, self-employment income or rental income. You mu...
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The qualified business income (QBI) deduction is associated with business income reported on your return. It typically comes from a K-1 Schedule entry, self-employment income or rental income. You must have entered business income on your return so you need to find where it was entered and update that entry to remove the QBI income if is doesn't apply to you. In the case of self-employment and rental income, after you enter your business or rental income and expenses, TurboTax will ask you if the business qualifies for QBI treatment. If it does not, you would have to change your entry in that section of the program. In the case of a partnership K-1 schedule, you will see the QBI questions in the box 20, code Z entry and then section 199A. For an S corporation, you will see the questions on that K-1 schedule in box 17, code V, sect 199A. In the case of the K-1 schedules, it would be unwise to change the QBI status reported there, as that would have been made at the entity level.
March 5, 2026
9:41 AM
@ PatriciaV Thank you for passing that info on to tech support. The problem with the PDF version is entries are on the wrong lines. Seems I both OWE and OVERPAID! As I will e-file this I'm assumi...
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@ PatriciaV Thank you for passing that info on to tech support. The problem with the PDF version is entries are on the wrong lines. Seems I both OWE and OVERPAID! As I will e-file this I'm assuming the formatting of the forms view (which looks correct) will go though. If not, again I assume, I will get a reject message. I'll wait a few weeks to see if this gets fixed, if not, a screen shot of the forms view for my records will, sadly, have to suffice. Thanks for your help
March 5, 2026
9:41 AM
I filed on the 26 of January no return date this is insane
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If TurboTax thinks you qualify but you know you don't, the best way to fix it is to delete the forms that make the credit.
In the left-hand menu, select Tax Tools, then Tools.
In the pop-...
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If TurboTax thinks you qualify but you know you don't, the best way to fix it is to delete the forms that make the credit.
In the left-hand menu, select Tax Tools, then Tools.
In the pop-up window, select Delete a form.
Look for Form 8863 (Education Credits) and Form 1098-T.
Click Delete next to them.
Student Information Worksheet (or "Student Info Wks") and delete that as well.
March 5, 2026
9:40 AM
They sold everything. I don't think there were any assets other than their customers, so the only thing to sell was the stock.
March 5, 2026
9:40 AM
You have to contact the employer as they are the ones that issue the W-2 and/or provide a web access for the W-2
For Intuit HR-related inquiries, employees and stakeholders can contact HR Connect a...
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You have to contact the employer as they are the ones that issue the W-2 and/or provide a web access for the W-2
For Intuit HR-related inquiries, employees and stakeholders can contact HR Connect at 1-800-819-1620
March 5, 2026
9:39 AM
Who did you have to contact? I fear I'm going to experience the same thing, cause I see cross country routing number. Smh 🤦🏿♂️
March 5, 2026
9:39 AM
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March 5, 2026
9:39 AM
No, that is not the case. I itemized on Federal and it has automatically has me as standard deductions for state with no way to change to itemized. Based on the MD law, I’m still able to itemize. Thi...
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No, that is not the case. I itemized on Federal and it has automatically has me as standard deductions for state with no way to change to itemized. Based on the MD law, I’m still able to itemize. This is a bug in Turbo Tax Online and from my research was also an issue last year.
March 5, 2026
9:39 AM
I accidently clicked "block" before the start of the import. Now I can not start the import process from my brockerage firm.
March 5, 2026
9:39 AM
can an expert call me please
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March 5, 2026
9:38 AM
If you used TurboTax Desktop in 2024, your state return is on your computer. Look for a file name ending .tax2024. The default location is Documents > TurboTax.
If you used TurboTax Online, Si...
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If you used TurboTax Desktop in 2024, your state return is on your computer. Look for a file name ending .tax2024. The default location is Documents > TurboTax.
If you used TurboTax Online, Sign In to your account and go to My Tax Returns & Documents on the home page. Your 2024 returns will show, and you can download your state return.
@Mjrmjr
March 5, 2026
9:38 AM
When I enter the sale of the company (stockholders shares, cost of sale, depreciation, and adjusted basis) it gives me all the income, not half. I don't know where to put the my percentage.
March 5, 2026
9:35 AM
Since everything was already distributed and reported in Miscellaneous income, you will not want to create another income item like a1099 INT. The income reported under miscellaneous income is n...
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Since everything was already distributed and reported in Miscellaneous income, you will not want to create another income item like a1099 INT. The income reported under miscellaneous income is not linked to a Foreign Tax Credit section like your INT/DIV income. You must manually record this information. Now go to Go to Federal > Deductions & Credits>Select Foreign Tax Credit (under Estimates and Other Taxes Paid). After going through the initial interview sections, the program will recognize your linked DIV/INT entries. After checking a few checkboxes and reporting the income, you are done reporting the income, that part of the Foreign Tax Credit is complete. Now you need to enter information about the 25% witholding from the NR4. After completion, you may be asked a question such as Other types of foreign income" and you've already entered it via the 1099-INT or DIV, say NO. This will prompt the program to report another foreign tax credit. In a screen that says completing Form 1116, press continue at the bottom Continue until you see Choose an income Type. Choose passive income. Under country summary, Canada should already be listed. Select edit Under Gross income, list the amount of earnings that is listed on the NR4 Continue through the expenses and Foreign Losses Now in Foreign Taxes paid--Canada, enter the amount of Foreign Taxes paid. Continue through until you are done with this section. When everything is completed, your foreign taxes paid will now be reported accurately from your interest, dividends, and NR4 and be reported as passive category income on Form 1116. One last note, when TurboTax mentioned ordering, it meant that the largest foreign income item should be listed first. The problem is if the NR4 item was the largest, it should have been listed first. The issue is that your DIV/INT income was already reported and ready to be linked in the Foreign Tax credit and the NR4 income was added after. If you have any error messages regarding this you may need to delete the 1099 DIV/INT. Report the NR4 information first in the Foreign Tax Credit section and then re enter your 1099 DIV/INT. After reporting this, go to your foreign tax credit session and revisit the linked DIV/INT to complete this section. Don't do this, though unless you have issues.
March 5, 2026
9:35 AM
Koinly customers can upload their Gain/Loss PDF. CSV is still not supported.