All Posts
February 24, 2026
5:41 AM
You can override this and put the numbers in manually, but I too think this is a gross error by TurboTax. H&R Block next year?
February 24, 2026
5:41 AM
Clicking the column header worked at least on the PC version through the 2024 tax year. It no longer works. It was still annoying since you had to tell it to re-alphabetize after every entry. I...
See more...
Clicking the column header worked at least on the PC version through the 2024 tax year. It no longer works. It was still annoying since you had to tell it to re-alphabetize after every entry. I just reopened and updated TurboTax Deluxe for 2025, and it still does not work. The TurboTax standard has been to list them in the order that they were entered, so the charities you have been donating to for years appear at the top, and the ones that you added this year appear at the bottom. If you continue to donate to the new ones, they stay towards the bottom and your preferred ordering goes away. The only way I can think of for me to fix it is to clear the list every so many years, and reenter them all in my preferred order. It would at least remain close for a few years.
February 24, 2026
5:41 AM
This can happen with the online version. If you received emails from TurboTax last year stating that your return was transmitted, and then accepted, then you have nothing to worry about. If the IR...
See more...
This can happen with the online version. If you received emails from TurboTax last year stating that your return was transmitted, and then accepted, then you have nothing to worry about. If the IRS didn't get your return they would send you a letter. Just find a way past that statement and file your 2025 return. When you use the online version, the program only "knows" the information you sent it. The previous questioner said that the program said that: "It looks like you started, but didn't successfully e-file the 2024 return with TurboTax." So for instance, if you did not reopen the program after receiving those emails, the copy on your computer only has it's status as of the last time you used it, which is that you instructed TTax to file your return, and that is the status you uploaded to the 2025 program. You could reopen and update the 2024 program right up to the time that you are ready to upload to 2025. You may be able to do this even now, but you may have to re-enter all your other info into the 2025 one. Another concern: If for instance, your computer was lost or destroyed, while you could re-download the 2024 TurboTax you paid for, it would not contain any of the data you had entered. So it's important to back up the file onto separate media, or online to something like One Drive.
February 24, 2026
5:40 AM
I am having this issue in 2026…no luck regardless what card I use. Yesterday a customer service representative told me to call my card company…it wasn’t the issue. Still no luck. Gonna have to call a...
See more...
I am having this issue in 2026…no luck regardless what card I use. Yesterday a customer service representative told me to call my card company…it wasn’t the issue. Still no luck. Gonna have to call and be on hold for an hour again…
February 24, 2026
5:38 AM
The Inflation Reduction Act added some controls to the energy credit, to make sure the products being installed actually meet the energy efficiency standard. Starting in 2025, the credit is only all...
See more...
The Inflation Reduction Act added some controls to the energy credit, to make sure the products being installed actually meet the energy efficiency standard. Starting in 2025, the credit is only allowed for qualifying improvements, and to be qualified, the manufacturer has to enter an agreement to participate in the IRS program. If the manufacturer does not enter an agreement (for whatever reason), they are not qualifying, so no credit.
February 24, 2026
5:35 AM
Topics:
February 24, 2026
5:35 AM
Letter G in box 7 indicates that the distribution reported on the Form 1099-R represents a direct rollover from one financial institution to another. These are reported on your tax return, but are n...
See more...
Letter G in box 7 indicates that the distribution reported on the Form 1099-R represents a direct rollover from one financial institution to another. These are reported on your tax return, but are not taxable.
Please add more details to your question if you still need assistance.
February 24, 2026
5:34 AM
I am experiencing similar behavior. 1099 div, part of that is from US treasury. I flagged and entered the amount in federal return, then I go to VA and put the same amount. If I do, it actually incre...
See more...
I am experiencing similar behavior. 1099 div, part of that is from US treasury. I flagged and entered the amount in federal return, then I go to VA and put the same amount. If I do, it actually increases my VA tax burden. It should be the other way. Anyone? TT, please clarify.
February 24, 2026
5:33 AM
Thank you. I will let you know what I find out.
February 24, 2026
5:33 AM
TurboTax creates this form for you because it has all of the information required to complete the posting of it. You will indicate by your birthdate that you are 65+, Your W-2 information will in...
See more...
TurboTax creates this form for you because it has all of the information required to complete the posting of it. You will indicate by your birthdate that you are 65+, Your W-2 information will include tip/overtime income, or Paid interest on a new car loan has already been posted. It doesn't require any additional interaction from the taxpayer. Schedule 1-A is a new IRS form that is generated in TurboTax to claim deductions listed above. You can view a summary of the form. Login to TurboTax Online Go to Tools View Tax Summary The value of the Form 1A is listed.
February 24, 2026
5:33 AM
Para hablar con un especialista en vivo, puede:
Programar una cita con un experto local
Recibir un presupuesto personalizado.
O Llame al +1 (415) 839-7268.
February 24, 2026
5:33 AM
ok if you find a better option for your situation you should be able to get a refund for desktop https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax...
See more...
ok if you find a better option for your situation you should be able to get a refund for desktop https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US
February 24, 2026
5:32 AM
@mikej25 If you actually paid it during2024, you answer NO to that question. The question is there for folks who did pay it in 2025, so that their 2025 state payment can be included in the 2...
See more...
@mikej25 If you actually paid it during2024, you answer NO to that question. The question is there for folks who did pay it in 2025, so that their 2025 state payment can be included in the 2025 Federal itemized deductions...if the person happens to itemize their deductions for 2025 Federal filing.
February 24, 2026
5:32 AM
I have not filed as yet. I rebooted my PC and now it's working again. I'll try more input today. I'm using the latest version of desktop Deluxe.
February 24, 2026
5:32 AM
My name...it seems to be the TT design unless I'm missing something but is ridiculous as 1099s come out at different times.....
February 24, 2026
5:30 AM
In order to claim the credit you will need a QMID code. You cannot claim the credit for 2025 if you do not have it. This comes from the manufacturer, if they are not participating, you would not b...
See more...
In order to claim the credit you will need a QMID code. You cannot claim the credit for 2025 if you do not have it. This comes from the manufacturer, if they are not participating, you would not be able to claim the credit on their windows. Manufacturers certifications do not count if they do not have the QMID. The QMID says they ARE participating.
Qualified manufacturer identification numbers. Beginning January 1, 2025, if you are claiming the energy efficient home improvement credit for specified property placed into service in 2025, you must include the four-character alphanumeric unique qualified manufacturer identification number (QMID) for each item
February 24, 2026
5:29 AM
2 Cheers
HERE is a link to get your New York 1099-G
February 24, 2026
5:28 AM
Are all the accounts in your name? Are any in a spouses name?
February 24, 2026
5:26 AM
1 Cheer
I had been told middle march personally. another individual posted this yesterday, "Just received this updated reply from Turbo Tax expert: I was informed by management today, February 23rd, t...
See more...
I had been told middle march personally. another individual posted this yesterday, "Just received this updated reply from Turbo Tax expert: I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing. You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates. " however, i would not put any faith in anything the tax experts claim as they have lied 20+ times. https://www.reddit.com/r/TurboTax/comments/1qm2ice/unfortunately_changes_related_to_qualified/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button
February 24, 2026
5:26 AM
TT is working on a fix for the 1099-Q section which is expected by Feb 27. But, I have not heard if your particular issue is being addressed. I suggest you try again after 2-27-26.
Alternati...
See more...
TT is working on a fix for the 1099-Q section which is expected by Feb 27. But, I have not heard if your particular issue is being addressed. I suggest you try again after 2-27-26.
Alternatively, you can just not enter the 1099-Q.
The 1099-Q is only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.
You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships.
References:
On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."
IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”.
"IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form."