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I see that both spouses need to either use the standard deduction or itemized deduction with MFS, but how do you handle this is only one spouse is filing? My wife was stay at home and not filing. I'l... See more...
I see that both spouses need to either use the standard deduction or itemized deduction with MFS, but how do you handle this is only one spouse is filing? My wife was stay at home and not filing. I'll get a bigger refund if I itemize. Can I do this or do I need to take the standard deduction?
The 1099-R for life insurance proceeds would be considered a non-qualified plan distribution.
Look at your own post in this thread and scroll up to the one just above it that has a link to the partner list.   If you cannot see it---here it is again.     If your bank or financial institu... See more...
Look at your own post in this thread and scroll up to the one just above it that has a link to the partner list.   If you cannot see it---here it is again.     If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.     IMPORTING VARIOUS KINDS OF 1099’s https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=m8jay5v3    
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due t... See more...
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?
Why should we believe you this time?
My wife and I have a joint account at Fidelity Investments and each has an IRA Account. When I downloaded my tax forms it provided the joint account information and my IRA. Then I had to download my ... See more...
My wife and I have a joint account at Fidelity Investments and each has an IRA Account. When I downloaded my tax forms it provided the joint account information and my IRA. Then I had to download my wife's tax forms to get her IRA form, but the download added a second set of joint account forms doubling our taxable income from Fidelity, which I could not get rid of. Ended up having to manually input data. Took hours. Very perturbed.
Can you clarify your situation? Did you already attempt to E-File Massachusetts? Did you successfully E-File the Federal return? Did you get an error message?
I rent a room (room and Board) to my son.  I noticed that turbo tax asks me if I want to enter a 1099-misc.   Is that something I need to be doing?   I have been declaring the rental income in th... See more...
I rent a room (room and Board) to my son.  I noticed that turbo tax asks me if I want to enter a 1099-misc.   Is that something I need to be doing?   I have been declaring the rental income in the schedule E.
After installing the 2/13/26 TurboTax updates, I still have two assets flagged as not eligible for Special Depreciation.  The assets are vehicles that were put into service in 2004.  Is TurboTax work... See more...
After installing the 2/13/26 TurboTax updates, I still have two assets flagged as not eligible for Special Depreciation.  The assets are vehicles that were put into service in 2004.  Is TurboTax working on further updates to correct the Special Depreciation Allowance error?
Enter $0 because pension plans are not subject to RMD. 
Because of the monthly advance payment of premium tax credit I don't know what to put in there I put 0.00 but it's not working
I'm filing a single w2-just under 40k. nothing extra.
Contact support for help with that, because the download software is specific to Mac or Windows.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/... See more...
Contact support for help with that, because the download software is specific to Mac or Windows.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  
Yes, you may be able to deduct the cost of a hand cycle as a medical expense, if it is purchased primarily for medical care.
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow ... See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow ... See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?
To resolve this error you will need to delete form 8962 from your return.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) ... See more...
To resolve this error you will need to delete form 8962 from your return.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form 8962 or 1095-A if one is showing (delete this first) Click on Delete.  You may have to repeat and delete 8962 if you had a 1095-A to delete Then log out and clear cache and cookies before resubmitting your return If you are using the desktop version you can simply switch to forms mode and then delete form 1095-A and/or 8962.   Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.     
If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.
you did not answer the question. How to download and where is the partner list. You guys hide this every year    
It is possible the IRS does not have her AGI in their database.  Try entering a 0 (zero) for the 2024 AGI and e-file the tax return again.