All Posts
March 3, 2026
7:53 PM
1099R- Pension- The Annuity Information asks about Total Amount is that the Taxable Amount Box 2a or Gross Distribution Box 1
Topics:
March 3, 2026
7:52 PM
1 Cheer
You can remove the tilde by renaming the file, but be sure you clearly distinguish it from your actual data file to avoid future confusion or conflict. For example: ZippysReturn.tax2025 ~Zippy...
See more...
You can remove the tilde by renaming the file, but be sure you clearly distinguish it from your actual data file to avoid future confusion or conflict. For example: ZippysReturn.tax2025 ~ZippysReturn.tax2025 changed to ZippysReturn_backup.tax2025 or ZippysReturn_tilde.tax2025 or whatever you like. The problem is it will still create tilde files periodically, so you would have to do that every time one is created. Maybe that's your question--how to use a different autobackup name option. I don't know of any.
March 3, 2026
7:50 PM
1 Cheer
Very disappointing I cant import these forms I paid for already. They're ready to go...
Topics:
March 3, 2026
7:50 PM
There are also some returns that are not able to be filed due to a processing error that will be corrected on March 6, 2026. If this is your case, after this date, open the rejected return, review it...
See more...
There are also some returns that are not able to be filed due to a processing error that will be corrected on March 6, 2026. If this is your case, after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
March 3, 2026
7:49 PM
Correct, it is on March 6.
@vasto7
March 3, 2026
7:48 PM
I e-filed my 2025 federal and state returns the end of February and then a 1099-NEC that I forgot about showed up in the mail. I went in and amended my return but TurboTax is not allowing me to e-fi...
See more...
I e-filed my 2025 federal and state returns the end of February and then a 1099-NEC that I forgot about showed up in the mail. I went in and amended my return but TurboTax is not allowing me to e-file the amended forms but wanting me to print and mail 50+ pages. Any idea why? Both the original returns and the amended ones are very straight forward. Nothing complicated. And the IRS and state of Ohio have already accepted both original returns and my refunds for both have been electronically deposited into my checking account. I see no reason why I can't also e-file the amended forms. Thoughts anyone?
March 3, 2026
7:47 PM
To see what is causing your return to be rejected and find out how to fix it:
Sign in to your account
Select the Fix my return button
Follow any “fix it” instructions to update th...
See more...
To see what is causing your return to be rejected and find out how to fix it:
Sign in to your account
Select the Fix my return button
Follow any “fix it” instructions to update the information causing the rejection.
There are also some returns that are not able to be filed due to a processing error that will be corrected on March 6, 2026. If this is your case, after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
What does my rejected return code mean and how do I fix it?
@rextherocket
March 3, 2026
7:44 PM
I believe I've run into an issue with the backup file name. The name is prepended with a tilde character (ie ~). For me it appears OneDrive does not like this character when syncing.
March 3, 2026
7:42 PM
Topics:
March 3, 2026
7:42 PM
1 Cheer
Have used the search tool and told me to look at the top middle or left. I don't see anything. Also told me to check the documents tab...again nothing
Topics:
March 3, 2026
7:41 PM
My Turbo Tax log in screen says congrats your refund is on its way with a date of tonight listed. However, the IRS tracker still just says Accepted and has not moved to Approved. What is going o...
See more...
My Turbo Tax log in screen says congrats your refund is on its way with a date of tonight listed. However, the IRS tracker still just says Accepted and has not moved to Approved. What is going on with this messaging? I believe the source of record to be the IRS website. Why would TT log in page state matter of fact the refund is coming tonight which is in direct conflict with the IRS statement?
March 3, 2026
7:41 PM
Topics:
March 3, 2026
7:39 PM
@ Hedgehog23 wrote: Here is my problem. I don’t see Tax Tools link anywhere. I saw other posts saying the same thing… I'll assume you're using Online TurboTax. If you have finished your ret...
See more...
@ Hedgehog23 wrote: Here is my problem. I don’t see Tax Tools link anywhere. I saw other posts saying the same thing… I'll assume you're using Online TurboTax. If you have finished your return, and if the return interview is closed, you will no longer have the full left column menu. You have to open the interview back up to get the full left column menu. At the Tax Home page look for a link "Add a State." That doesn't really add one, but will open the return back up to get to Tax Tools and the Print Center in the left column menu. NOTE: If your return has already been filed, do NOT make any changes in it. If you later have to amend the return, it has to start off exactly like it was originally filed. NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
March 3, 2026
7:37 PM
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the...
See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
March 3, 2026
7:36 PM
Thank you Baldietax, I think I am going to do exactly that. See my edit above about the complexities of the reported cost basis on these 2 bonds improperly including the accrued interest I paid w...
See more...
Thank you Baldietax, I think I am going to do exactly that. See my edit above about the complexities of the reported cost basis on these 2 bonds improperly including the accrued interest I paid when I purchased them. Fortunately these are low coupon bonds, so the double reporting of a few months interest is not too large a tax hit.
March 3, 2026
7:36 PM
I have a AGI of around 175,802 and am filing as a Qualifying Surviving Spouse. By my estimation the standard deduction for me should be as follows: Base Standard Deduction (Qualifying Surviving Sp...
See more...
I have a AGI of around 175,802 and am filing as a Qualifying Surviving Spouse. By my estimation the standard deduction for me should be as follows: Base Standard Deduction (Qualifying Surviving Spouse) - $31,500 Additional Deduction (For being 65 or older). + $1,600 New 2025 "Senior Bonus" Deduction (Phased out). + $4,452 TOTAL STANDARD DEDUCTION $37,552 The "Senior Bonus" Deduction: A new law for 2025 (the One Big Beautiful Bill Act) added a potential $6,000 bonus for seniors. However, for Qualifying Surviving Spouses, this bonus begins to phase out if your Modified AGI is over $150,000. Since my AGI is $175,802, your bonus is reduced by roughly $1,548 ($0.06 for every dollar over $150k), leaving you with approximately $4,452. why is turbo tax choosing my itemized deductions of $36,553 instead of the $37,552? How can i check the standard deduction calculation?
March 3, 2026
7:36 PM
Topics:
March 3, 2026
7:35 PM
Here is my problem. I don’t see Tax Tools link anywhere. I saw other posts saying the same thing…
March 3, 2026
7:33 PM
If you received a 1099NEC you are being treated as if you are self-employed---an independent contractor---and the owner of the business did not withhold any federal tax or Social Security or Medicare...
See more...
If you received a 1099NEC you are being treated as if you are self-employed---an independent contractor---and the owner of the business did not withhold any federal tax or Social Security or Medicare, so you will have to pay self-employment tax. When you are a W-2 employee, the employer has to pay a portion the Social Security and Medicare, but if you are an independent contractor, you pay all of that yourself. You are not being treated as an employee---tax wise anyhow.
If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare, you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.
https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653
https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp
If you live in a state with a state income tax, you might need to make estimated payments to your state.
https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv
https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh
https://turbotax.intuit.com/tax-tools/calculators/self-employed/
https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk
https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad
https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7
The business owner may be taking advantage of you by mis-classifying you as an independent contractor instead of paying you as a W-2 employee and withholding tax, and paying the employer portion of Social Security and Medicare.
https://www.forbes.com/sites/kellyphillipserb/2025/06/05/employees-or-independent-contractors-how-to-classify-workers/
https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-contractor