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February 24, 2026
5:39 PM
I just started my TurboTax for 2025 and the second screen was tempting me to enroll in Expert Assist. There was no button to say NO. I called Customer support, [phone number removed]. Fought my w...
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I just started my TurboTax for 2025 and the second screen was tempting me to enroll in Expert Assist. There was no button to say NO. I called Customer support, [phone number removed]. Fought my way through the computer voice to get to a real person, Jerina. I explained the problem, and the answer was that everyone has to sign up for Expert Assist. Jerina emailed me a refund code to enter when I file my taxes. Jerina promised that when I file, there will be a place to enter this Service Code to get a full refund on the Expert Assist. I suggest that everyone call [phone number removed], fight your way past the computer voice, and ask for a service code to refund the cost of the Expert Advice.
February 24, 2026
5:38 PM
Follow these steps to enter AZ tax credits in federal:
Open your return to federal deductions and credits section.
Locate estimates and other taxes paid.
Choose Estimated Taxes
Locate...
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Follow these steps to enter AZ tax credits in federal:
Open your return to federal deductions and credits section.
Locate estimates and other taxes paid.
Choose Estimated Taxes
Locate Other Income Taxes Paid in 2025
Withholding not already entered on a W2 does not describe the situation, but it works.
Select AZ
Enter the amount
This allows the tax credit to go on your Sch A.
Remove the tax credit inside AZ:
Begin the Arizona State Interview.
Navigate to the section for Itemized Deductions.
Look for a screen titled "Adjustments to State Income Taxes" or "Charitable Contributions for which a Credit is Claimed."
Enter the $6,083 here.
To get the AZ credit:
Continue through AZ passing additions and subtractions
continue to Additional Standard Deduction for Charitable Contributions
Locate Contributions for Which You are Claiming and AZ credit
Enter $6.083.
Continue
Enter donation in its category.
Check form 301 summarized your credits and calculated any carryover.
February 24, 2026
5:38 PM
I am sorry but your response makes no sense ..box 2b is "taxable amount not determined" and box 7 is distribution code which in my case is a 7 (normal distribution). It is not a disaster nor is it a...
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I am sorry but your response makes no sense ..box 2b is "taxable amount not determined" and box 7 is distribution code which in my case is a 7 (normal distribution). It is not a disaster nor is it an inherited IRA. These two sections are normal to be filled out on a 1099r for a normal distribution.
February 24, 2026
5:38 PM
I just started my TurboTax for 2025 and the second screen was tempting me to enroll in Expert Assist. There was no button to say NO. I called Customer support, [phone number removed]. Fought my w...
See more...
I just started my TurboTax for 2025 and the second screen was tempting me to enroll in Expert Assist. There was no button to say NO. I called Customer support, [phone number removed]. Fought my way through the computer voice to get to a real person, Jerina. I explained the problem, and the answer was that everyone has to sign up for Expert Assist. Jerina emailed me a refund code to enter when I file my taxes. Jerina promised that when I file, there will be a place to enter this Service Code to get a full refund on the Expert Assist. I suggest that everyone call [phone number removed], fight your way past the computer voice, and ask for a service code to refund the cost of the Expert Advice. I have used TurboTax for many, many years and was considering trying one of the competition this year. I still might.
February 24, 2026
5:37 PM
1 Cheer
The conversion of a requested refund into a Foreign Tax Credit (FTC) carryover is the preferred method the IRS uses to handle a situation like yours. You can only use foreign tax credits to lowe...
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The conversion of a requested refund into a Foreign Tax Credit (FTC) carryover is the preferred method the IRS uses to handle a situation like yours. You can only use foreign tax credits to lower the U.S. tax on the same foreign income. If the tax you paid is higher than the U.S. tax on that income, you won’t get the extra amount back as a refund. Instead, any unused credits are carried forward to future years. Yes, it was a deliberate act on the IRS part because of the way they treat any unused credits. The fact that it appears on your 2023 return in Table III (Carryover Adjustments) with the note "2022 amendment" confirms the IRS processed your 1040-X. They didn't ignore it; they re-calculated your Form 1116 and determined that the benefit belonged in your carryover section rather than your bank account. Since the IRS adjusted your Foreign Tax Carryover, they will consider this if you were audited. You shouldn't need to do anything now since you filed your amendment and your amendment was processed. You handled this correctly.
February 24, 2026
5:37 PM
Topics:
February 24, 2026
5:37 PM
After you enter the W2, there will be a screen titled Do any of these uncommon situations apply? Choose Tips included in box 1 of my W-2, but not in boxes 7 or 14.
How to enter tips >> In...
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After you enter the W2, there will be a screen titled Do any of these uncommon situations apply? Choose Tips included in box 1 of my W-2, but not in boxes 7 or 14.
How to enter tips >> In some cases, your employer may have included your tips in your total wages (Box 1) but didn’t separately list them into Box 7 or Box 14.
If you're manually breaking out tips from Box 1, make sure the amount you claim matches the tip reports (Form 4070 or similar form) you gave your employer during the year, or your own daily tip log. And of course, make sure you’re eligible for this deduction.
TurboTax will ask you a few questions about your tips, and automatically calculate the deduction if you qualify.
@rsutherl
February 24, 2026
5:37 PM
Thank you for that information. We are currently looking into this issue and we are working to resolve it as soon as possible. As soon as we have a resolution for you, we will update you in this...
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Thank you for that information. We are currently looking into this issue and we are working to resolve it as soon as possible. As soon as we have a resolution for you, we will update you in this Community thread.
February 24, 2026
5:36 PM
If your financial institution revises your 1099 information, you should expect the download of the revised information to override the information that is in your tax return today. Any detailed upda...
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If your financial institution revises your 1099 information, you should expect the download of the revised information to override the information that is in your tax return today. Any detailed updating of this information that was done by hand will be lost.
If you are using a Desktop version, you have the option of saving a copy of today's tax return. Then, you would be able to compare the first version with the revised version to see how material the changes were to your income tax return. Or retrieve the original version and start over again should the need arise.
These options are not available using the Online versions.
I would compare the original paper copies to the revised paper copies to get a sense of the magnitude of the changes that I should expect to see. Then I would use the method of handling the revisions that make the most sense to me in managing my tax data.
February 24, 2026
5:36 PM
Go to the MY INFO section (in the left-side menu in TurboTax Online) and click the Delete link.
In TurboTax Desktop, go to PERSONAL INFO > YOU AND YOUR FAMILY and Edit your dependents. Use the...
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Go to the MY INFO section (in the left-side menu in TurboTax Online) and click the Delete link.
In TurboTax Desktop, go to PERSONAL INFO > YOU AND YOUR FAMILY and Edit your dependents. Use the Delete link.
@skreis41
February 24, 2026
5:35 PM
If your calculator is not pasting to your data entry fields, you can try closing and reopening the software this helps restore functionality . If this does not help you can:
Logging out and ...
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If your calculator is not pasting to your data entry fields, you can try closing and reopening the software this helps restore functionality . If this does not help you can:
Logging out and back in to force a refresh.
Clearing your browser's cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies?
Try using a different Web browser
Make sure your internet connection is strong
Check Browser Extensions:
Ad-blockers or security extensions may interfere with web form interaction.
Try using an Incognito/Private window to test.
Please return to Community if you have any additional information or questions and we would be happy to help.
February 24, 2026
5:33 PM
@CB1946 can you give us any more info about the particular fund that is reporting inconsistent data? If you don't want to identify it that's fine, but it would be easier to help if we could look at ...
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@CB1946 can you give us any more info about the particular fund that is reporting inconsistent data? If you don't want to identify it that's fine, but it would be easier to help if we could look at the data on their website to see if we spot something. I have a Vanguard International ETF, VXUS, that generates mostly foreign income, and your post prompted me to do a full reconciliation of that data. I didn't find any inconsistencies -- it showed 81.96% of the total income was foreign sourced, and 58.46% of the total income was foreign-source AND qualified. That fit perfectly with the other reported data. It's hard to speculate what might be different with your fund without more info. fwiw: here's a link to the 2025 data for Vanguard funds. The only ones with 0% foreign qualified are bond funds: https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/ftc-2025.pdf
February 24, 2026
5:32 PM
I am using the desktop version - could you please tell me how to enter my medical expenses for the OR special subtraction for seniors?
February 24, 2026
5:30 PM
There is definitely other taxes besides "Tax on all taxable income," as well as a small under-payment penalty. Are you saying that such things could bump my "Taxable income" into a higher tax bracket?
February 24, 2026
5:29 PM
I’m hoping someone can help clarify how to correctly apply the Alternative Calculation for Year of Marriage (Form 8962 Part V) in TurboTax Online, as it does not appear to be applied in my return. ...
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I’m hoping someone can help clarify how to correctly apply the Alternative Calculation for Year of Marriage (Form 8962 Part V) in TurboTax Online, as it does not appear to be applied in my return. Facts: • My spouse and I were married in November 2025 • Prior to marriage, my spouse (now on our MFJ return) had Marketplace coverage for the entire year (Jan–Dec 2025) and received Advance Premium Tax Credit (Form 1095-A issued in her name) • I had employer-sponsored coverage through my employer and was not enrolled in Marketplace coverage at any point • We are filing Married Filing Jointly Per the Instructions for Form 8962 (Part V – Alternative Calculation for Year of Marriage), it appears we should be eligible to apply the alternative calculation because: “You may use the alternative calculation if you or your spouse were enrolled in a qualified health plan for one or more months during the tax year before your marriage.” My spouse was enrolled in a Marketplace plan for all months prior to our November marriage. However, in TurboTax Online: • I have entered the correct month of marriage (November) in the 1095-A section • The return still calculates Total PTC allowed = $0 • Repayment limitation = $0 • Full repayment of APTC is required (Form 8962 Line 29 reflects full APTC received) This suggests that Part V has not been applied, and the full-year joint household income is being used for all 12 months, rather than applying the pre-marriage household income calculation for Jan–Oct as described in the 8962 instructions. Additionally: • This is not a “shared policy” situation under Part IV (the 1095-A covered only my spouse, who is included on the joint return) • The TurboTax Online interview appears to direct me toward shared policy allocation, which does not seem applicable to a year-of-marriage adjustment Questions: 1. Does TurboTax Online support the Alternative Calculation for Year of Marriage (Form 8962 Part V) when only one spouse had Marketplace coverage prior to marriage? 2. If so, how can I ensure Part V is applied in this situation? 3. If not, is switching to TurboTax Desktop required to manually complete Form 8962 Part V in Forms Mode? Any guidance would be greatly appreciated — thank you!
February 24, 2026
5:27 PM
Checked. According to the IRS: Enter the total distribution on line 4a if you rolled over part or all of the distribution from one: • Roth IRA to another Roth IRA, or • IRA (other than a Roth...
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Checked. According to the IRS: Enter the total distribution on line 4a if you rolled over part or all of the distribution from one: • Roth IRA to another Roth IRA, or • IRA (other than a Roth IRA) to a qualified plan or another IRA (other than a Roth IRA). Also check box 1 on line 4c. If the total distribution was rolled over, enter -0- on line 4b. If the total distribution wasn’t rolled over, enter the part not rolled over on line 4b unless Exception 2 applies to the part not rolled over. Generally, a rollover must be made within 60 days after the day you received the distribution."
February 24, 2026
5:27 PM
You would have received your 2024-income tax refund in 2025.
Withholdings are the amount of income tax your employer deducts directly from your paycheck and pays to the government on your beha...
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You would have received your 2024-income tax refund in 2025.
Withholdings are the amount of income tax your employer deducts directly from your paycheck and pays to the government on your behalf. We have a "pay-as-you-go" system, as your taxes are paid throughout the year rather than in one lump sum.
I'm not sure of the context for payments; it is likely referring to the total state or local income taxes that you paid during the previous tax year to determine if your refund is taxable.
It also may be referring to estimated quarterly tax payments you make using Form 1040-ES. You would make these payments to prevent underpayment penalties if your withholding wasn't sufficient. Estimated tax payments are not mandatory for everyone and are often suggested for the next tax year.
Click here for Estimated Taxes: How to Determine What to Pay and When.
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
February 24, 2026
5:27 PM
Basically, yes. You don't "pad" your expenses, but list ALL your expenses -- including ones reimbursed from the HSA -- and let Turbotax do the math. It's set up that way.
February 24, 2026
5:25 PM
I have no box 16 on my 1099-R from OPM, but Turbotax demands an entry. In addition, I moved mid-year, so I have two box 14s and two box 15s (one of each state). I think Turbotax wants me to pretend...
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I have no box 16 on my 1099-R from OPM, but Turbotax demands an entry. In addition, I moved mid-year, so I have two box 14s and two box 15s (one of each state). I think Turbotax wants me to pretend I have 2 box 16s. although it's not clear where to enter, nor what the entries should be. Do I apportion box 1 or 2a for each state??? Where do I enter it?