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a month ago
@lynamconstruction wrote: How much longer?? A day or two, hopefully.
a month ago
1 Cheer
I get to this page that has one of the forms already filled out. I hit the Add button and it just takes me to the already filled-out form not a new one. If I change everything, it just changes the or...
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I get to this page that has one of the forms already filled out. I hit the Add button and it just takes me to the already filled-out form not a new one. If I change everything, it just changes the original first form.
a month ago
I have a small retirement that I took as annuities and I'm stuck on whether they're considered a 'qualified' or 'non-qualified' plan. I received a 1099-R for it.
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a month ago
Your sch E should show rent and royalty on one form. I have created a sch E with 2 rental properties and a royalty so you can see that royalty does not list an address but does show the amount. Renta...
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Your sch E should show rent and royalty on one form. I have created a sch E with 2 rental properties and a royalty so you can see that royalty does not list an address but does show the amount. Rentals show address. @user17714375369
a month ago
I filed Joint Federal and the IRS is still asking for my wife AGI
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a month ago
I should be getting $2220.99 as a penalty, but the program is making the penalty $4725 instead
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a month ago
Would you please explain how you remove the denied access that is already there? Thank you.
a month ago
If you are age 70 1/2 or older and have a distribution from an IRA you can declare part or all of the distribution as a QCD. After entering the 1099-R there will be a series of screens, one will ask...
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If you are age 70 1/2 or older and have a distribution from an IRA you can declare part or all of the distribution as a QCD. After entering the 1099-R there will be a series of screens, one will ask about QCD.
a month ago
I prepared my 2025 Federal and State income taxes using desktop TurboTax Deluxe, and I have a question about retirement income (1099-R). In 2025 I rolled over my entire 401(k) into a regular IRA ...
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I prepared my 2025 Federal and State income taxes using desktop TurboTax Deluxe, and I have a question about retirement income (1099-R). In 2025 I rolled over my entire 401(k) into a regular IRA at the same institution (not a taxable event). In a separate transaction in 2025, I transferred a portion of that regular IRA into a Roth IRA at that institution (a taxable event). The 1099-R I received combined the two transactions and reflected the total 401(k) rollover in box 1 (not all taxable), and the Roth transfer in box 2a (taxable). I entered the 1099-R information carefully and accurately into TurboTax, but the software did not include the Roth transfer in my taxable income. My question is, (1) is there an error in the TurboTax software, (2) is there an error in the 1099-R, or (3) did I enter the information incorrectly? Unfortunately I've already filed, so an amendment may be necessary.
a month ago
I filed my 2025/2026 return using the 'Pay With My Refund' option, meaning my funds are being processed by SBTPG/Green Dot Bank (or Cross River Bank) to deduct my filing fees. I inadvertently provided...
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I filed my 2025/2026 return using the 'Pay With My Refund' option, meaning my funds are being processed by SBTPG/Green Dot Bank (or Cross River Bank) to deduct my filing fees. I inadvertently provided a Capital One routing number with a Venmo account number, which will result in an automatic rejection once the deposit is attempted. I am currently located in Fiji and no longer have access to the Hawaii mailing address on my return, making a physical cashier's check a high-risk scenario. Since the bank's automated system currently shows 'Account Not Found' while the money is in transit from the IRS, I need to know the exact window for requesting a Return to Treasury (RTT) before their system defaults to printing and mailing a check to my vacant US address.
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a month ago
I filed my 2025/2026 return using the 'Pay With My Refund' option, meaning my funds are being processed by SBTPG/Green Dot Bank (or Cross River Bank) to deduct my filing fees. I inadvertently provided...
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I filed my 2025/2026 return using the 'Pay With My Refund' option, meaning my funds are being processed by SBTPG/Green Dot Bank (or Cross River Bank) to deduct my filing fees. I inadvertently provided a Capital One routing number with a Venmo account number, which will result in an automatic rejection once the deposit is attempted. I am currently located in Fiji and no longer have access to the Hawaii mailing address on my return, making a physical cashier's check a high-risk scenario. Since the bank's automated system currently shows 'Account Not Found' while the money is in transit from the IRS, I need to know the exact window for requesting a Return to Treasury (RTT) before their system defaults to printing and mailing a check to my vacant US address.
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a month ago
Been trying for almost 2 weeks now to use my refund to pay to file and it keeps saying I'm ineligible. Doesn't give any reason why. I have filed with y'all the last 13 years and this is ridiculous an...
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Been trying for almost 2 weeks now to use my refund to pay to file and it keeps saying I'm ineligible. Doesn't give any reason why. I have filed with y'all the last 13 years and this is ridiculous and frustrating.
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a month ago
If you have already filed your return, and it was accepted by the IRS, you will need to wait until it is fully processed and amend your return. If you have not finish your return see the instructions...
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If you have already filed your return, and it was accepted by the IRS, you will need to wait until it is fully processed and amend your return. If you have not finish your return see the instructions below:
If you are using TurboTax Online
From the Tax Home screen locate the Income section, Locate the section for Retirement Plans and Social Security. Click add/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
If you are using TurboTax Desktop
From the main screen locate the Federal Taxes tab, then Wages and Income.
Locate the section for Retirement Plans and Social Security. Click start/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Where do I enter my 1099-R?
If you need to amend your return, wait until your return is processed in order to avoid additional delays and see the instructions below
How do I amend my federal tax return for this year?
a month ago
I understand Windows had a big update recently.
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a month ago
I do not understand why it was changed. Ridiculous!
a month ago
I'm a MS Edge user & followed your instructions about allowing the site (ttd-fdp-ui-config-v2.app.intuit.com); however, it still doesn't work. It gives me a "success" message but when I return to TT...
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I'm a MS Edge user & followed your instructions about allowing the site (ttd-fdp-ui-config-v2.app.intuit.com); however, it still doesn't work. It gives me a "success" message but when I return to TT there are no imported documents. Any additional suggestions?
a month ago
Bill, Sorry, but the workaround didn't change anything. I'm still stuck with $1020 that I should be adding to my income that TurboTax says are tax free employee contributions. Did everything you s...
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Bill, Sorry, but the workaround didn't change anything. I'm still stuck with $1020 that I should be adding to my income that TurboTax says are tax free employee contributions. Did everything you suggested. Deleted the forms and deleted and readded my W@. Went through the HSA interview and said I had Medicare and it didn't ask anything else. At this point, unless you can push out an update that will fix it, I just may as well file my taxes (I'll wait until April 15) and wait for the IRS to come after me for the tax I owe on $1020. Or maybe they never will. But I will get the TT Audit Defense this year so if I get audited, I'll let Intuit explain the software issues I've had to the IRS. Maybe they'll waive the interest and penalties, which probably won't amount to much anyway.
a month ago
I believe H&R Block software may not have this schedule as well; the latest I found is the schedule should be out on February 20th
a month ago
1 Cheer
Both forms are for me but they are from two separate companies so two separate ID's. When I hit the add button at the bottom, it just brings be back to my original form to edit. It does not allow me ...
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Both forms are for me but they are from two separate companies so two separate ID's. When I hit the add button at the bottom, it just brings be back to my original form to edit. It does not allow me to create a new form.
a month ago
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I ...
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To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button