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March 7, 2026
10:38 AM
Thanks for the suggestions. I tried changing the county info over and back, no success. I cleared cookies. Nothing. TurboTax won't let me delete the relevant forms. When I try to delete any of t...
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Thanks for the suggestions. I tried changing the county info over and back, no success. I cleared cookies. Nothing. TurboTax won't let me delete the relevant forms. When I try to delete any of them, it says the form was deleted, but it still remains on the list. If I clear the cache for TurboTax, will I have to enter all my tax information again? I'd rather just leave it alone and fill out the IN return myself than do that.
March 7, 2026
10:38 AM
You received an email from TurboTax which we cannot see. It shows a rejection message and a rejection code. What does it say?
March 7, 2026
10:36 AM
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March 7, 2026
10:35 AM
That is the correct tax treatment. The amounts reported on Form 1099-DIV in box 2a "Total capital gain distr." are supposed to flow to Schedule D Line 13 "capital gain distributions;" you don't have ...
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That is the correct tax treatment. The amounts reported on Form 1099-DIV in box 2a "Total capital gain distr." are supposed to flow to Schedule D Line 13 "capital gain distributions;" you don't have anything to worry about.
March 7, 2026
10:35 AM
How can I change my order since I haven’t received it when specified and almost 2 weeks late
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March 7, 2026
10:34 AM
Did you pay the original tax due? You should not amend until the first return is processed and you pay the tax due. Yes you need to pay the orginal tax due. You don't get the full amount back. Y...
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Did you pay the original tax due? You should not amend until the first return is processed and you pay the tax due. Yes you need to pay the orginal tax due. You don't get the full amount back. You either get a refund on the amended return or owe more. The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.
March 7, 2026
10:32 AM
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March 7, 2026
10:32 AM
No. I gave up in frustration and used FreeTaxUSA. It's a similar interface, was able to upload a pdf of last year's tax return and it autofilled most things that carry over. I have a rental proper...
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No. I gave up in frustration and used FreeTaxUSA. It's a similar interface, was able to upload a pdf of last year's tax return and it autofilled most things that carry over. I have a rental property, and it was able to correctly fill in most of the depreciation numbers. I checked everything by hand to be sure and I think it's ok. Saved $150 too. Looks like bye bye Turbo Tax for me.
March 7, 2026
10:30 AM
E-File successful!!! Thanks again!!! Chris
March 7, 2026
10:29 AM
So I filed my original tax return and it told me I owed taxes but there was one document I didn’t get a chance to file so I filed an amended return and TurboTax told me I would be getting a small amo...
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So I filed my original tax return and it told me I owed taxes but there was one document I didn’t get a chance to file so I filed an amended return and TurboTax told me I would be getting a small amount back. Fast forward, the IRS still charged me after the amended return, will I get that money back after they process the amended return?
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March 7, 2026
10:28 AM
The lady that helped me do my taxes was amzong and I want to give her a review but it’s not letting me.
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March 7, 2026
10:28 AM
I'm ready to mail my 2025 PA state return. I see that PA requires a copy of my 2025 Federal Return. I noticed that on page 3 of the 1040-SR, my banking routing number and account number are listed ...
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I'm ready to mail my 2025 PA state return. I see that PA requires a copy of my 2025 Federal Return. I noticed that on page 3 of the 1040-SR, my banking routing number and account number are listed because we are getting a refund. This is personal information and I am nervous someone may see this and may not have a need to. So can I white it out or use a Sharpie to black out this information? Thank you.
March 7, 2026
10:28 AM
Do I have to file my 2024 W-2 separately from this years filing or can I’d be filed together?
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March 7, 2026
10:26 AM
Edit per dmertz reply below: A Form 1099-R that reports a distribution - only part of which was rolled over - cannot have code G in box 7 because code G means that the entire gross amount was rolled...
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Edit per dmertz reply below: A Form 1099-R that reports a distribution - only part of which was rolled over - cannot have code G in box 7 because code G means that the entire gross amount was rolled over. @frenzel
[Edited 03/08/26 | 8:53am PST]
I believe you're looking at a worksheet called "1099R Summary." Can you instead share the amounts that are showing on Lines 5a and 5b (or 4a/4b if an IRA) on Form 1040? Thank you.
March 7, 2026
10:25 AM
Where did the amount in Other Income Taxes come from? I did not specifically enter any amounts and the sum of W-2 entries does not equal what TurboTax has annotated. All my income tax should already ...
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Where did the amount in Other Income Taxes come from? I did not specifically enter any amounts and the sum of W-2 entries does not equal what TurboTax has annotated. All my income tax should already be accounted for and thus no 'other income taxes' is necessary.
March 7, 2026
10:25 AM
Health care insurance premiums, including dental and vision insurance premiums, and other medical expenses that you paid with out of pocket funds and were not reimbursed are an eligible medical expen...
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Health care insurance premiums, including dental and vision insurance premiums, and other medical expenses that you paid with out of pocket funds and were not reimbursed are an eligible medical expense that you can deduct using Schedule A for itemized deductions. However, only your total medical expenses that are greater than 7.5% of your Adjusted Gross Income (AGI) can be deducted. Your total itemized deductions reported on Form 1040 Schedule A must be greater than the standard deduction for your filing status to have any tax benefit.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
To enter your medical expenses -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Medical Expenses, click the start or update button
March 7, 2026
10:22 AM
No. I have not filed. I need to change my choice of dependency. I am a student and my parent can claim me. How do I do it? Turbo Tax Help suggested that I go to my Personal Profile. However, I ...
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No. I have not filed. I need to change my choice of dependency. I am a student and my parent can claim me. How do I do it? Turbo Tax Help suggested that I go to my Personal Profile. However, I don't know where that is.
March 7, 2026
10:21 AM
How do you adjust form 4221 20 out the amount that pulls from W-2 box 10? The form 4221 specifically says do not put an amount on 4221 if the dependent care benefit from W-2 box 10 is already include...
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How do you adjust form 4221 20 out the amount that pulls from W-2 box 10? The form 4221 specifically says do not put an amount on 4221 if the dependent care benefit from W-2 box 10 is already included in W-2 box 1 (wages). It looks like TurboTax has an error on the coding bc it results in duplicative taxation situations where dependent care benefits are included in w-2 Box 1 AND then again on form 4221. This error was in my tax return last year too. Disappointed TurboTax doesn’t have an intake question asking about the Box 10 treatment (is it included already in Box 1) OR let me make an adjustment to 4221 to remove the figure so we don’t get taxed twice on the same item of income.
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