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February 24, 2026
6:22 AM
Thank you for the information…..update, I received my FED return but my STATE return is still pending. Should I still wait for my State return to clear before doing a 1040X?
February 24, 2026
6:20 AM
I am using the desktop version of TurboTax 2025 Business for Windows and do not see where I can initiate a download of data from my Vanguard account. I saw it when I did my personal return on TurboT...
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I am using the desktop version of TurboTax 2025 Business for Windows and do not see where I can initiate a download of data from my Vanguard account. I saw it when I did my personal return on TurboTax 2025 for 1040 but can't see where to initiate this for the 1041. The only option I see is to enter everything manually - a big bother. How can I download all the 1099-DIV and 1099-B info from Vanguard?
Topics:
February 24, 2026
6:20 AM
You can call toll-free at 1-800-829-1040 or visit a Taxpayer Assistance Center Local IRS Office
If you want to know the status of your tax return, you should use the IRS Where’s My Refun...
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You can call toll-free at 1-800-829-1040 or visit a Taxpayer Assistance Center Local IRS Office
If you want to know the status of your tax return, you should use the IRS Where’s My Refund website.
You'll need
Your Social Security or individual taxpayer ID number (ITIN)
Your filing status
The exact refund amount on your return
February 24, 2026
6:20 AM
Yes, that's what I opted to do. Seemed logical. Thanks. P
February 24, 2026
6:19 AM
Thank you. Would you recommend sending in a "Worksheet" form if it indicates the changes? For example, the PA-40 Line 1a Gross Compensation worksheet form. I'm unclear if this is a PA form or a...
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Thank you. Would you recommend sending in a "Worksheet" form if it indicates the changes? For example, the PA-40 Line 1a Gross Compensation worksheet form. I'm unclear if this is a PA form or a Turbotax form. Thanks
February 24, 2026
6:19 AM
1 Cheer
I hope that this is helpful to you.
TurboTax Online will use the simplified method to determine the taxable portion for box 2a of your CSA 1099-R. Presume that:
Monthly payments wer...
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I hope that this is helpful to you.
TurboTax Online will use the simplified method to determine the taxable portion for box 2a of your CSA 1099-R. Presume that:
Monthly payments were received, and
That box 7 is code 7.
You will need to know:
The amount of the employee contributions (should be in box 9b),
The date the annuity started,
The number of months that payments were received in 2025,
Tax-free amount previously recovered, if any,
The age of the recipient when the annuity started,
The age of other beneficiaries (if there are any), and
Was the recipient under the retirement age for the plan.
Follow these steps:
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click on the down arrow to the right of Retirement Plans and Social Security.
Click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R).
At the screen Who gave you a 1099-R, select Office of Personnel Management (CSA 1099-R).
At the screen Annuity information, select Yes for the question Did you get periodic payments from this retirement account on a regular basis?
At the screen Annuity information, select No for the question Did you start getting payments in 2025.
At the screen Annuity information, select No for the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?
At the screen Annuity information, enter the annuity start date, plan cost, months payments were received and amount recovered in previous years. (This will be $0 if this is the first year that you receive the payment.)
At the screen Annuity Information, Plan Cost should be in box 9b.
At the screen Annuity Information, enter the beneficiary ages.
The taxable amount will be computed by the simplified method.
View Federal 1040 tax return line 5a and 5b at Tax Tools / Tools / View Tax Summary / Preview my 1040.
@ae_servati
February 24, 2026
6:18 AM
Hello, we arrived in the U.S. in April 2022 on j1 research visa and we are Egyptian citizens. We were eligible for tax treaty benefits under the U.S. Egypt tax treaty and claimed treaty benefits with...
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Hello, we arrived in the U.S. in April 2022 on j1 research visa and we are Egyptian citizens. We were eligible for tax treaty benefits under the U.S. Egypt tax treaty and claimed treaty benefits with our employer at the time. However, we did NOT file tax returns for 2022 and 2023. In 2024, we filed as resident aliens. We are now planning to file 2025 normally, and file late returns for 2022 and 2023. My concern is: Will filing late and overstaying more than two years cause us to lose our tax treaty benefits retroactively for 2022 and 2023? Thank you.
February 24, 2026
6:18 AM
My wife and I are 65, we both turned 65 before the end of 2025. We are filing jointly, gross income = 142,000. Started to file on turbo tax, we are not seeing the additional 12000 deduction included ...
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My wife and I are 65, we both turned 65 before the end of 2025. We are filing jointly, gross income = 142,000. Started to file on turbo tax, we are not seeing the additional 12000 deduction included on our return for OBBB SENIOR DEDUCTION?
February 24, 2026
6:15 AM
1 Cheer
Thank you. I removed and reinstalled Turbotax again and still have the same problem. I appreciate that you confirmed the data is accurate. Here are my latest screenshots after the new install. One of...
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Thank you. I removed and reinstalled Turbotax again and still have the same problem. I appreciate that you confirmed the data is accurate. Here are my latest screenshots after the new install. One of the build data and the other from the app showing the issue remains. This is on MAC OS Tahoe 26.3 (25D125).
February 24, 2026
6:15 AM
Yes, if you have a service related disability, you may still be able to claim the Michigan deduction under MI-1040CR-2. The exact wording in the instructions is "A veteran with a service-connected d...
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Yes, if you have a service related disability, you may still be able to claim the Michigan deduction under MI-1040CR-2. The exact wording in the instructions is "A veteran with a service-connected disability or veteran’s surviving spouse". It does not require 100% from the VA, but the credit is limited based on your percentage disabled per the VA.
In any case, you are ineligible if your total household resources are over $71,200 This would be on MI-1040CR-2, there is not another form that needs completed, but you should have questions regarding your percentage of disability. (Edited 2/24/26 @ 7:04AM PST) @Jimbo25
February 24, 2026
6:13 AM
It is such poor business when customers have to go searching and digging for a solution that the product representatives do not attempt or know about. If this fix was simply Turbotax is making us up...
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It is such poor business when customers have to go searching and digging for a solution that the product representatives do not attempt or know about. If this fix was simply Turbotax is making us upgrade to a more premium version to charge more, you would think their own employees would have known this solution immediately and we would not have been told to go on the wild goose chase of using a different browser, clear cookies, cache, had the rep remote in, etc. to then be told they simply cannot offer a solution. I am saddened that I wasn't able to use Turbotax this tax year, after this fiasco, I doubt I will ever return.
February 24, 2026
6:12 AM
This message in the "My Info" section is usually the result of one specific answer to the "Residency" or "Support" questions.
Here are the most likely reasons to check and how to fix it:
...
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This message in the "My Info" section is usually the result of one specific answer to the "Residency" or "Support" questions.
Here are the most likely reasons to check and how to fix it:
In the interview, there is a question that asks: "Did [Son's Name] provide more than half of his own support?"
How did you answer this? Yes means your son paid for his own life (rent, food, etc.), which automatically disqualifies him as a dependent.
If you supported him: Answer No.
To be a "Qualifying Child," he must have lived with you for more than half the year (7 months or more).
Temporary Absences: If he was away at college, that counts as living with you. Make sure you select "Whole Year" or the number of months he was both home and at school.
Newborns: If he was born in 2025, you must select "Whole Year" (even if he was born in December). The IRS counts a baby born any time in 2025 as living with you the entire year.
For the 2025 tax year, the age limits are strict:
Under 19: He qualifies regardless of school status.
Aged 19–23: He must be a full-time student for at least 5 months of the year. If you didn't check the "Full-time student" box, he will be disqualified.
Aged 24+: If your son is 24 or older, he can still be your dependent, but only if he made less than $5,200 in 2025 and you paid for more than half of his living expenses.
February 24, 2026
6:12 AM
Hello, I see this was an issue last year as well. I need to file a corrected 1099-NEC for $0. When I attempt to do so via TurboTax, I am told the form is incomplete because there is no amount (ev...
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Hello, I see this was an issue last year as well. I need to file a corrected 1099-NEC for $0. When I attempt to do so via TurboTax, I am told the form is incomplete because there is no amount (even when I type in $0.00). Please help me fix this fast as I don't want my contractor double taxed.
February 24, 2026
6:08 AM
TurboTax will be available to process amended returns for 2025 in late February of 2026.
TurboTax provides a list of Tax form availability for individual Federal and State returns forms that a...
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TurboTax will be available to process amended returns for 2025 in late February of 2026.
TurboTax provides a list of Tax form availability for individual Federal and State returns forms that are being revised.
On the website Select
Select return type [1040 Individual]
Select agency [US - Federal]
Third Box [1040X]
Once available, you can make a change to a tax return that has already been filed and accepted. You should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
February 24, 2026
6:06 AM
To amend your tax return, just follow these steps:
On the Tax Home screen, scroll down to Your tax returns & documents and select the year you want to amend.
Select the Amend (change) re...
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To amend your tax return, just follow these steps:
On the Tax Home screen, scroll down to Your tax returns & documents and select the year you want to amend.
Select the Amend (change) return dropdown, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead.
Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.
February 24, 2026
6:06 AM
Yes, you can check it in the program.
Sign in to your TurboTax account and
On the Tax Home screen
Scroll to "Your tax returns & documents"
Download your filed PDF.
I...
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Yes, you can check it in the program.
Sign in to your TurboTax account and
On the Tax Home screen
Scroll to "Your tax returns & documents"
Download your filed PDF.
If you've got a printed copy, it can be found on the second page.
February 24, 2026
6:05 AM
There is nothing that you need to do other than enter your accurate date of birth. The enhanced deduction is included automatically.
The additional senior deduction enacted due to the One Big ...
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There is nothing that you need to do other than enter your accurate date of birth. The enhanced deduction is included automatically.
The additional senior deduction enacted due to the One Big Beautiful Bill Act (OBBBA) is not reported as part of the standard deduction on your tax return. Instead, you will see it included on Form 1040 line 13b.
Amounts shown on line 13b can be traced back to Schedule 1-A line 38 where the total Enhanced Deduction for Seniors is calculated.
February 24, 2026
6:05 AM
So My fidelity forms are ready and the PDF will download to my computer but wont import to turbo tax possibly error code 902. What's up ? The whole reason I use turbo tax STILL is for this import.......
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So My fidelity forms are ready and the PDF will download to my computer but wont import to turbo tax possibly error code 902. What's up ? The whole reason I use turbo tax STILL is for this import....