All Posts
a month ago
Thank you for the solution - Too bad Intuit couldn't figure out how to fix the problem for people who don't want to stagger through the step-by-step pages. I was having a similar problem in my muni ...
See more...
Thank you for the solution - Too bad Intuit couldn't figure out how to fix the problem for people who don't want to stagger through the step-by-step pages. I was having a similar problem in my muni income that was out of state was not populating Schedule B or on my state return. Went to the Step by step and huzzah my problem was solved. You would think at the prices they charge there should be customer support to fix these problems that get flagged in the Forums.
a month ago
1 Cheer
Looks like a known Intuit bug in 2025 tax year w/1099-Q. What si the fix besides removing 1099-Q. When will this be resolved?
a month ago
So what do I need to do if I don’t have it
Topics:
a month ago
i have entered the date of aquired and date of sale as well as asset name and units bought with cost basis. last year this wasnt a problem
Topics:
a month ago
Yeah none of that worked...again...this year. Am I going to have to print and file? Running into the same freaking issue. I shouldn't have to send a "diagnostic" when I'm already paying turbotax ...
See more...
Yeah none of that worked...again...this year. Am I going to have to print and file? Running into the same freaking issue. I shouldn't have to send a "diagnostic" when I'm already paying turbotax to sale my freaking information. Is anyone even going to respond to this. I'm going to give this board about 3 days then I'm freaking contacting my credit card company and challenging this purchase because this is ridiculous.
a month ago
I'm trying to add my withholding by quarter to lower my penalty. In Part II I am supposed to check Box D to be able to enter these amounts but Box D doesn't remain checked . When I type the numbers...
See more...
I'm trying to add my withholding by quarter to lower my penalty. In Part II I am supposed to check Box D to be able to enter these amounts but Box D doesn't remain checked . When I type the numbers into the Smart Worksheet they disappear even though I have a supporting details sheet with the proper values.
a month ago
I'm a fellow user, not a tax expert. I can tell you how to find the info, but you'll need to decide if it's correct and suits your purposes. If your specific mutual fund information you mentioned ...
See more...
I'm a fellow user, not a tax expert. I can tell you how to find the info, but you'll need to decide if it's correct and suits your purposes. If your specific mutual fund information you mentioned above tells you that your specific fund is 100% exempt from NY state tax for tax year 2025, then if it's 100% of the dividends allocated to THAT fund, there can't be any other states that need listing for THAT mutual fund, unless I'm not understanding your question correctly. ADDENDUM 2/16/2026 at 12:50 AM Pacific : I don't know how your info was reported to you. If your Box 12 from a broker shows the total exempt dividends from all 3 of those funds rather than an individual 1099-DIV for each, be sure you are allocating the Box 12 dividends among the 3 funds before you use the percentage of NY exempt funds for each fund. Look for a comment I added below that gives an example about that. I also found the percentage info for each Franklin fund. At the Franklin mutual fund site, up near the top click "Tools and Resources." Under Tax Center choose "Fund Specific Tax Information." On the next page called "2025 Supplemental Tax Information", there is a search tool at the top. Enter the ticker symbol. Then when it produces the result, do NOT click on the fund name. Instead, on that line with the fund name look off to the right and click VIEW MORE. Then scroll down a little, and you'll see displayed "Tax-Exempt Income by Jurisdiction."
a month ago
Looking back at my 2010 tax return, the credit was not taken out. It didn't start til 2011 tax year. So that is the reason of one more payment of $500 is needed. I will know when my return is rejecte...
See more...
Looking back at my 2010 tax return, the credit was not taken out. It didn't start til 2011 tax year. So that is the reason of one more payment of $500 is needed. I will know when my return is rejected and then I will have to use an extra e-file transmission to resubmit. Intuit.Turbox Tax needs to work on that feature than deleting forms. Its a headache! Especially when you have 5 people in your household that needs to use the 5 free e-files on the almost $100 desktop program spent.
a month ago
1 Cheer
Each of the forms where "Available now" is currently shown, has data entered. But, instead of showing the values, "Available now" is what is shown. Regarding the second point, I only use "I'll ch...
See more...
Each of the forms where "Available now" is currently shown, has data entered. But, instead of showing the values, "Available now" is what is shown. Regarding the second point, I only use "I'll choose what I work on". I never have the program walk me through the steps. Hope this helps and thanks for your continued support with this! Alan
a month ago
My wife is self employed as a a sole proprietor. She has a Solo 401K account with ETrade, which allows both Roth and Traditional 401K contributions. In Year 2025, her net business income was $39131 ...
See more...
My wife is self employed as a a sole proprietor. She has a Solo 401K account with ETrade, which allows both Roth and Traditional 401K contributions. In Year 2025, her net business income was $39131 (Gross Income - Expense) and her self employment tax was $5529. So her adjusted net business income was $39131 - $5529 / 2 = $36366. She made $23500 contribution to her Roth Solo 401k account in 2025. TurboTax seems to be making a mistake on the calculation of how much profit sharing contribution she is allowed to make as an employer. Because her employee contribution was a Roth contribution, the allowed amount should have been $36366 * 20% = $7273. However, in the Federal Taxes > Wages & Income > Business Items > Business Deduction and Credits > Self-Employed Retirement Plans section, TurboTax insists that the maximum allowed employer contribution is ($36366 - $23500) * 50% = $6433, as if her employee contribution was deductible. And that number appears in Schedule 1 Line 16. But this is not the only problem, because it also affects the subsequent calculation of her eligible QBI deduction. In Schedule 8995, Line 1, it starts the form with Qualified Business Income as $29933, which comes from $36366 (Adjusted Net Business Income) - $6433 (Employer 401K Contribution) . This is a mistake again, because the actual Employer Profit Sharing contribution, as I stated earlier, should have been $7273. So the correct QBI should have been $36366 - $7273 = $29093 instead. Did I get it right, or maybe I have made an input error somewhere in the software? I am using TurboTax Deluxe 2025 on MacOS. MJ
a month ago
You are correct. I printed out my balance from last year and it stated my balance was $1000. Minus $500 for 2024 tax year, I have one more payment.
a month ago
Hi, I retested using a mock file from scratch. using made up numbers. If i do Test 1: Loan1: $700K open balance, secured by primary home, loan originated 1/1/2022, ending balance $675K (...
See more...
Hi, I retested using a mock file from scratch. using made up numbers. If i do Test 1: Loan1: $700K open balance, secured by primary home, loan originated 1/1/2022, ending balance $675K (no refi) Loan2: $700K open balance, secured by secondary home, loan originated 1/1/2021, ending balance $675K (no refi) It properly finishes asking for ending balance, and then correctly limits the deduction Test 2: Loan1: $700K open balance, secured by primary home, loan originated 1/1/2022, ending balance $675K, mark as REFI from loan originating 9/1/2009, all funds used to payoff prior loan Loan2: $700K open balance, secured by secondary home, loan originated 1/1/2021, ending balance $675K It properly finishes asking for ending balance, and then correctly limits the deduction Then it does not properly let me enter ending balance and just incorrectly deducts the entire mortage So it seems the bug is if one of the loans is a refi of the pre 2017 loan (my real situation). thank you
a month ago
Currently feb 16 and it’s still happening. If there’s certain things on our taxes that avoid us from using it then why can’t you name them? Why is this even happening when I filed the same jobs every...
See more...
Currently feb 16 and it’s still happening. If there’s certain things on our taxes that avoid us from using it then why can’t you name them? Why is this even happening when I filed the same jobs every year and now it’s doing this? My taxes are far from enough to cover the fees and most of us don’t have the funds to cover the fees right now. Yall never had any issues doing it previous years; why now????
a month ago
Topics:
a month ago
We tried for several days, and nothing changed. We eventually chose to just email the STATE RETURN and get it over with. Sorry, we couldn't be of more help ...
a month ago
Having problems linking my bank
Topics:
a month ago
These options are not available for me. I am located on my free verson of my Intuit account online. I selected the Documents folder. When I select a file there is only an option to Dowloand. There is...
See more...
These options are not available for me. I am located on my free verson of my Intuit account online. I selected the Documents folder. When I select a file there is only an option to Dowloand. There is no trash can or option to delete.
a month ago
[email address removed] my email //PII removed// is my address IRS said that not the address on file now they want tell me what going on please help me I've called prayed no one will