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February 24, 2026
1:00 PM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
An amended return, Form 1040-X, can only be printed and mailed to the IRS if the or...
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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...
February 24, 2026
1:00 PM
You should be able to enter the percentage on the actual Schedule K-1 using Forms Mode in TurboTax Business.
Open your return and click the Forms icon in the TurboTax header.
In the list...
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You should be able to enter the percentage on the actual Schedule K-1 using Forms Mode in TurboTax Business.
Open your return and click the Forms icon in the TurboTax header.
In the list of Forms in My Return on the left, scroll down and look for Schedule K-1.
Click the form name to open it in the large window.
Scroll down to the Beneficiary's Allocation Smart Worksheet in Part II after Line H.
Enter 100% on Line B(1).
Review the list of forms to be sure there are no remaining red exclamation marks.
Click Step-by-Step in the header to return to the main screens.
February 24, 2026
12:59 PM
This is ready, @user17702227119.
If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.
If you are ...
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This is ready, @user17702227119.
If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.
If you are using the online software, Clear Cache and Cookies.
If you paid Room and Board with 529 funds, you don't need to enter the expense in TurboTax. Keep your own records of what was paid with a 529 distribution. Since room and board is not a qualified ex...
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If you paid Room and Board with 529 funds, you don't need to enter the expense in TurboTax. Keep your own records of what was paid with a 529 distribution. Since room and board is not a qualified expense for an Education Credit (only for 529 distributions), it is no longer asked in the Education interview, although it may be added soon. Qualified education expenses for an Education Credit are tuition and enrollment fees, course-related books, supplies, equipment. Qualified college expenses for tax-free withdrawals from a 529 plan include tuition, fees, books, room and board, computers, and more. @lsblock
February 24, 2026
12:58 PM
No, i've been using Microsoft Edge & have no other issues other than this with Turbo Tax this year, never had issues in the previous years taxes.....
February 24, 2026
12:58 PM
I was overcharged by $120. It was supposed to be around $45 and wouldn’t allow me to do the free option. Ended up charging me $163. TurboTax please fix this!
February 24, 2026
12:57 PM
The reason your return was rejected is because they already accepted a tax return filed with your Social Security number for this year.
Check that your name and number match exactly what is on ...
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The reason your return was rejected is because they already accepted a tax return filed with your Social Security number for this year.
Check that your name and number match exactly what is on the primary taxpayer's Social Security card. If the information is incorrect make any corrections before submitting your return.
If your SSN or TIN is correct as currently entered on this return, it may be necessary to contact the IRS for further guidance.
February 24, 2026
12:57 PM
If you are married, but don't have a qualifying person dependent listed on your tax return, the Head of Household question won't appear. What's a "qualifying person" for Head of Household?
Fo...
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If you are married, but don't have a qualifying person dependent listed on your tax return, the Head of Household question won't appear. What's a "qualifying person" for Head of Household?
For Head of Household qualifications, the conditions are stricter than those for claiming a dependent. For example, you might be able to claim a roommate as your dependent, but never as a qualifying person for Head of Household status.
February 24, 2026
12:57 PM
The IRS treats every vehicle in your business independently. Your choice to use the Standard Mileage Rate for your personal vehicle does not "lock you in" to that method for any other vehicle you use...
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The IRS treats every vehicle in your business independently. Your choice to use the Standard Mileage Rate for your personal vehicle does not "lock you in" to that method for any other vehicle you use.
For your personal vehicle you will continue to track and report miles.
For a rental car, you track and report the actual dollars spent. It doesn't matter how long the rental was for. You deduct the actual rental fees + gas + tolls + parking. You cannot take the standard milage rate for a rental because that rate includes depreciation and you can't depreciate something you don't own.
When you enter your Rental Car expenses, you can enter this as a Travel Expense OR Other Common Business Expenses.
February 24, 2026
12:57 PM
Topics:
February 24, 2026
12:56 PM
Topics:
February 24, 2026
12:56 PM
@steffan Did you try changing your web browser?
February 24, 2026
12:55 PM
H&R Block has very good software. It can read directly from the TT file for the current or previous year. There have been so many issues with TT lately. I will order H&R Block, complete my return, ...
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H&R Block has very good software. It can read directly from the TT file for the current or previous year. There have been so many issues with TT lately. I will order H&R Block, complete my return, and then work on getting a refund from TT. I ended up doing this last year for my personal taxes due to similar issues.
February 24, 2026
12:55 PM
My NM return has been rejected 3 times!! Only says capital gains but looks ok and TT doesn’t seem to be able to fix it.
February 24, 2026
12:55 PM
1 Cheer
OK - I think I misunderstood where the single state dividends came from - I thought they were from AZ not CA, so coding that as CA would be correct. And that amount of dividends will carry to AZ For...
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OK - I think I misunderstood where the single state dividends came from - I thought they were from AZ not CA, so coding that as CA would be correct. And that amount of dividends will carry to AZ Form 140 line 15 as it should.
And it is OK to verify information in Forms mode, but you shouldn't be needing to change anything in Forms mode if the entries were done correctly in Step by Step mode. When I entered the dividends in my mock return, TurboTax correctly coded the states as XX, which is the coding your should have had after you entered all the data in step by step mode.
February 24, 2026
12:54 PM
@blvalentine082 Did you select your Filing Status as either Single or Married Filing Separately and do you have a qualified person as a dependent? If so, you would have be asked Did you pay more tha...
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@blvalentine082 Did you select your Filing Status as either Single or Married Filing Separately and do you have a qualified person as a dependent? If so, you would have be asked Did you pay more than half the cost to keep up your home in 2025?
February 24, 2026
12:54 PM
Doubtful that you will receive a 1099-B.
You are determining that the value of the stock is worthless based on the current facts.
As such, you need to retain or obtain documents that support you ...
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Doubtful that you will receive a 1099-B.
You are determining that the value of the stock is worthless based on the current facts.
As such, you need to retain or obtain documents that support you taking a worthless stock deduction. You will have the burden of proof if audited.
February 24, 2026
12:54 PM
I spoke to soon, mine got rejected and now I have no way of resubmitting it again, so I guess for sure I have to mail it now. I also received an email from TurboTax saying I could e-file not but I am...
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I spoke to soon, mine got rejected and now I have no way of resubmitting it again, so I guess for sure I have to mail it now. I also received an email from TurboTax saying I could e-file not but I am not sure why mine was rejected. Why is this processes so complicated, I really don't like having to mail this but seem it's the only option I have now.
February 24, 2026
12:54 PM
On my Form 1099-R, Box 7 shows distribution code H, and the IRA/SEP/SIMPLE box is checked. However, when I enter this information into TurboTax, I receive the following error message: "This box is c...
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On my Form 1099-R, Box 7 shows distribution code H, and the IRA/SEP/SIMPLE box is checked. However, when I enter this information into TurboTax, I receive the following error message: "This box is checked if your distribution is from a traditional IRA, SEP IRA or SIMPLE IRA but not for Roth IRAs.". My rollover was from a Roth IRA to another Roth IRA (a direct rollover). I contacted the financial institution that issued the 1099-R, and they confirmed that distribution code H is correct for a direct Roth IRA-to-Roth IRA transfer. However, they also stated that the IRA/SEP/SIMPLE checkbox should be marked. I am unable to move forward with turbo tax by entering the form exactly as it appears (code H with the IRA/SEP/SIMPLE box checked). Is the 1099-R form wrong or it is a bug in Turbotax? How should I proceed to resolve this?