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a month ago
Yes, you can remove all of your data from the Online program provided you haven't paid for it; however, a file will still exist. This will remove all of your personal data, but some tax records may ...
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Yes, you can remove all of your data from the Online program provided you haven't paid for it; however, a file will still exist. This will remove all of your personal data, but some tax records may be retained for legal reasons.
Sign into TurboTax.
On the left sidebar at the bottom
Select Intuit Account
On the new left sidebar select Data & privacy
On the Center Data & Privacy panel
Select Delete
Select an option from the pop-up menu.
Or you can Clear and Start Over to remove data if you haven't paid or filed.
Sign into TurboTax.
You may have to bring up the additional options on the left sidebar
On the center panel select Personal Info [Continue]
This will bring up additional options on the left sidebar.
On the left sidebar at the bottom
Select the Switch Products drop down arrow.
Click Clear and start over.
a month ago
Are you entering an Office of Personnel Management CSF 1099-R or a CSA 1099-R? There are different selections for these forms at the screen Who gave you a 1099-R?
I am able to enter a CSF 1099...
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Are you entering an Office of Personnel Management CSF 1099-R or a CSA 1099-R? There are different selections for these forms at the screen Who gave you a 1099-R?
I am able to enter a CSF 1099-R with code 3 in box 7 and compute the simplified method.
At the screen Annuity Information and the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, did you report Yes or No?
If you select Yes, you will not be able to report the simplified method.
If this is what happened, delete the entry and re-enter answering No at that question.
a month ago
I don't do my non resident state return on turbo tax, as turbo tax charges for an additional state return. is there a way to adjust my resident state return without doing the non resident return o...
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I don't do my non resident state return on turbo tax, as turbo tax charges for an additional state return. is there a way to adjust my resident state return without doing the non resident return on turbo tax?
a month ago
To enter or correct Estimated Taxes in TurboTax, you can follow these steps
Select Tax Tools from the left sidebar.
On the drop-down select Tools
There will be 2 green boxes
...
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To enter or correct Estimated Taxes in TurboTax, you can follow these steps
Select Tax Tools from the left sidebar.
On the drop-down select Tools
There will be 2 green boxes
Select Topics Search
Type Estimated
Choose estimated tax payments [GO]
Continue through the interview or post your entries
a month ago
1 Cheer
I have a similar problem importing from Wells Fargo. I start the import and within a few seconds the following message appears: Your Wells Fargo account stopped syncing to TTWin I've tried several ...
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I have a similar problem importing from Wells Fargo. I start the import and within a few seconds the following message appears: Your Wells Fargo account stopped syncing to TTWin I've tried several times using Firefox and Edge. My windows 11 Home is up to date.
a month ago
Form 4562 is ready; however, the work on that section of TurboTax is still in process. It is expected to be completed and made available later this week with the end of week updates. Check back after...
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Form 4562 is ready; however, the work on that section of TurboTax is still in process. It is expected to be completed and made available later this week with the end of week updates. Check back after Friday, 2/20/2026.
a month ago
@richlux The Schedule 1-A has been available in TurboTax for two months or longer. You need to make sure you have the latest software update. Click on Online at the top of the desktop program scree...
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@richlux The Schedule 1-A has been available in TurboTax for two months or longer. You need to make sure you have the latest software update. Click on Online at the top of the desktop program screen. Click on Check for Updates.
If you show as being updated and still have this issue, then use a manual update if you are using a Windows based computer. See this for a manual update - https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-windows-software-basic/L3Wf9OPaf_US_en_US
Or, save the tax return, close the TurboTax program. Close and re-start your computer.
a month ago
Are there any new updates with the csv 1099 -DA turbo tax 3rd party software?
a month ago
When you sell shares acquired through an Employee Stock Purchase Plan (ESPP) at a gain, a portion of that gain is taxed as ordinary income. If you are still employed by that company they will add th...
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When you sell shares acquired through an Employee Stock Purchase Plan (ESPP) at a gain, a portion of that gain is taxed as ordinary income. If you are still employed by that company they will add the ordinary income portion to your W-2. Your Form 1099-B should have an adjusted cost basis. In addition, you will need to enter information from Form 3922 which you should have received from your employer or broker. For additional information, see the following TurboTax Help Article: How do I find and enter the cost basis for my RSU or ESPP sale?
a month ago
@Baskaran3212 IF you don't want to wait until you go thru the actual filing process.... It's there in my test Online account. 1) The "Tools" menu selection only allows saving of the .tax202...
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@Baskaran3212 IF you don't want to wait until you go thru the actual filing process.... It's there in my test Online account. 1) The "Tools" menu selection only allows saving of the .tax2025 datafile. That datafile will require the desktop software to open and look at. 2) The Print Center selection lets you save a couple different PDF options...either with the various background worksheets, OR just the bare-bones filing copy....but you do have to pay the software fees first. _________________________________________
a month ago
First, be aware that the work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19). The best time to check for a change will be Fr...
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First, be aware that the work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19). The best time to check for a change will be Friday (2/20).
If you are using the desktop version of TurboTax Deluxe, go to the Wages and Income > Rental Properties and Royalties section of your return and Edit your property. Then go to the Assets/Depreciation section to enter the details for your capital improvement to your property.
a month ago
1 Cheer
In a previous post on the thread, TurboTax said the release is now scheduled for this Thursday evening, Feb 19th. I looked into HR Block and their release date for the Depreciation update is Feb 27th.
a month ago
Topics:
a month ago
Can you please tell us what the distribution was used for?
IRS publications do state that if the distribution was used for education expenses, or if the account was properly rolled over, you shoul...
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Can you please tell us what the distribution was used for?
IRS publications do state that if the distribution was used for education expenses, or if the account was properly rolled over, you should not report the 1099-Q, you should not enter it into the program.
It is true that the Education Section in TurboTax, specifically the 1099-Q section, has changed since last season. If the distribution is not taxable, the program seems to not want it entered.
a month ago
Topics:
a month ago
Please follow these steps and contact customer service.
What's the TurboTax phone number?
a month ago
If you don't withhold or pay enough tax on income received during each quarter. Even if you paid your tax bill in full by the deadline or are getting a refund, you may still get an underpayment penal...
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If you don't withhold or pay enough tax on income received during each quarter. Even if you paid your tax bill in full by the deadline or are getting a refund, you may still get an underpayment penalty.
@diamondlight
a month ago
Topics:
a month ago
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Cl...
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If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over
a month ago
Try deleting the Form 1099-R and re-enter it. There is no good explanation for why you did not get that follow-up question. In my test case, it was the second screen after finishing the entry of th...
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Try deleting the Form 1099-R and re-enter it. There is no good explanation for why you did not get that follow-up question. In my test case, it was the second screen after finishing the entry of the Form 1099-R itself.
To delete the Form 1099-R, go back to that section of your return and click the trash can icon beside the one you want to delete.