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a month ago
The Form 1040X is scheduled to be available on February 26. The date is subject to change, so check on 2-26 to see if it is ready. Before that, do not change anything at all on your return.
a month ago
There is no fee to amend your tax return unless the information you add requires an upgrade to a higher version of the software; if you have to upgrade, you are charged for the difference between the...
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There is no fee to amend your tax return unless the information you add requires an upgrade to a higher version of the software; if you have to upgrade, you are charged for the difference between the two versions of the software.
a month ago
You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date). The 2025 education and 529 sections appear totally redesi...
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You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date). The 2025 education and 529 sections appear totally redesigned, from last year.
For more info, See:
https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-college-room-and-board-expenses-that-were-paid-for-by-a-529-disbursement/00/3782831
a month ago
You can buy the Desktop Download program here or in stores or online like Amazon, Costco, etc. https://turbotax.intuit.com/personal-taxes/cd-download You need a full Windows 11 or Mac OS Sonoma 14 ...
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You can buy the Desktop Download program here or in stores or online like Amazon, Costco, etc. https://turbotax.intuit.com/personal-taxes/cd-download You need a full Windows 11 or Mac OS Sonoma 14 computer to install it.
a month ago
I am using 2025 TT for Mac. I have foreign dividend income on two 1099-Div from 4 countries and 1 RIC. Under Deductions and Credits in the Foreign Tax Credit section, it has me list each country and ...
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I am using 2025 TT for Mac. I have foreign dividend income on two 1099-Div from 4 countries and 1 RIC. Under Deductions and Credits in the Foreign Tax Credit section, it has me list each country and the one RIC. This is also under the Learn More that says I must report the countries not use Various as the 1099-Div states. When I go to the next screen, I select the first country and the next screen asks which 1099 is it related to for that country and I select the correct one. I then select report income and the next screen asks how much income is from that country. I finish and select next and it comes up with the country list and I pick the second country and Report Income. The next screen then shows only one 1099. I select that and put in the amount of income. I go to Next and it moves on without going back to the country list. When I arrow back through the pages to the country list only the two countries with entries are listed. This must be a bug of some sort if I am truly supposed to report income by country as the Learn More states.
a month ago
I did my taxes with Turbo Tax. It was incorrect and I am due a refund. I paid for tax audit. do i pay for the amended return
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a month ago
I am forced to choose between "Do It Yourself," "Expert Assist," and "Expert Full Service" options. Every year, I struggle to find something TurboTax doesn't seem to want people to easily see. It's fr...
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I am forced to choose between "Do It Yourself," "Expert Assist," and "Expert Full Service" options. Every year, I struggle to find something TurboTax doesn't seem to want people to easily see. It's frustrating!
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a month ago
A 1099-SA is for withdrawals, not contributions.
a month ago
If you are an Alabama resident, your income earned from active duty military deployment in a combat zone is exempt from Alabama state income taxes.
The IRS recognized combat zones are listed ...
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If you are an Alabama resident, your income earned from active duty military deployment in a combat zone is exempt from Alabama state income taxes.
The IRS recognized combat zones are listed on the website link below. If you are in a combat zone, the software will ask you questions during your interview process (Personal info section) to make sure that any combat pay will be tax exempt.
IRS Combat zones approved for tax benefits
Please let us know if you have any questions or need assistance.
Thank you for your service.
a month ago
If you are having issues importing your tax documents from your financial institution or brokerage account, you might want to try these other options:
Upload: you have to enter into your f...
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If you are having issues importing your tax documents from your financial institution or brokerage account, you might want to try these other options:
Upload: you have to enter into your financial institution's account and download the documents to your computer, then upload it into the system.
Snap a photo: You will need the physical document in your hands and take a picture of them.
Type it yourself: This may not be the best option if you have a lot of transactions and/or documents. But, it's still an option.
a month ago
@DoninGA Thank you so much! I had rebooted my computer and did the check for updates multiple times, but that didn't fix it. Downloading the manual update finally fixed it. I'm having a similar iss...
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@DoninGA Thank you so much! I had rebooted my computer and did the check for updates multiple times, but that didn't fix it. Downloading the manual update finally fixed it. I'm having a similar issue with TurboTax Business, where the availability matrix says the forms are available, but the software says they aren't. It says that the 1065 Partnership Form p1-4 and p5-6 along with Schedule B-1 and Schedule K-1 are not available yet. Is there a manual update for the Business version? The one that fixed the Deluxe version did not fix this. Actually, I found it: https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-business-software/L3WqYBBgc_US_en_US and it fixed that problem also. This is a little concerning. I'm worried that I won't get future updates since the "Check For Updates" feature kept telling me that there were no updates even though there clearly were :( Thanks again, Rich
a month ago
If the trust is NOT a grantor trust, then you would need TurboTax Business to file a Form 1041 for the trust. https://turbotax.intuit.com/small-business-taxes/cd-download
a month ago
@Farmgirl50 Amazon how to download and install your software order https://www.amazon.com/gp/help/customer/display.html?nodeId=G2CJPY7HHXBLMR5E To get the License Code from Amazon, One user sa...
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@Farmgirl50 Amazon how to download and install your software order https://www.amazon.com/gp/help/customer/display.html?nodeId=G2CJPY7HHXBLMR5E To get the License Code from Amazon, One user said...... I was just having this same issue, but I just figured it out. So I thought I'd share in case you are still looking for an answer. Go to Your Account; then Digital Games and Software (under Digital Content and Devices section at the bottom middle); your TurboTax purchase should show there under Downloads and Codes; the license code will be the 16 digit code next to "Activation Key". Hope this helps!
a month ago
How do I delete this return to start over again ?
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a month ago
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a month ago
Take a look at your Form 1099-Q box 6. If there is a box checked on your form, then answer 'Yes' to the question for box 6. If there is not a box checked on your form, then answer 'No'.
The w...
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Take a look at your Form 1099-Q box 6. If there is a box checked on your form, then answer 'Yes' to the question for box 6. If there is not a box checked on your form, then answer 'No'.
The wording on the TurboTax entry screen is confusing, but the important thing is to match the information shown on your actual Form 1099-Q. The wording on the screen is being reported to the development team to follow-up and make some updates for clarity.
@user17712517236
a month ago
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a month ago
I tried both options before I created this question, but I just deleted the RI return and re-created and it pulled in the correct figure? Thanks for the help.
a month ago
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