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February 24, 2026
11:03 AM
Although the year-end value of the IRA is required to be present on Form 5498, it's misleading of TurboTax to only suggest that you can find the value there when preparing your tax return since you a...
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Although the year-end value of the IRA is required to be present on Form 5498, it's misleading of TurboTax to only suggest that you can find the value there when preparing your tax return since you are likely preparing your tax return before the deadline for issuing Forms 5498. As an alternate source of this value, TurboTax should also be directing you to the year-end statement which the IRA custodian is required to provide for your IRA.
February 24, 2026
11:02 AM
Right on cue!! 3,2,1 "Says the guy posting every few minutes to every user looking for answers "use H&R BLOCK SOFTWARE". Yes, leave me and others trying to actually get their taxes done ALONE. Y...
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Right on cue!! 3,2,1 "Says the guy posting every few minutes to every user looking for answers "use H&R BLOCK SOFTWARE". Yes, leave me and others trying to actually get their taxes done ALONE. Your just an annoyance to the adults.
February 24, 2026
11:02 AM
When will the federal estimates not say do not file? I checked the IRS website and it appears as if the forms are ready for 2026.
February 24, 2026
11:02 AM
Yes. You can still summarize and list the short-term transaction with basis not reported to the IRS in its own category.
Based on what you wrote, your summary would look like this:
Sho...
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Yes. You can still summarize and list the short-term transaction with basis not reported to the IRS in its own category.
Based on what you wrote, your summary would look like this:
Short-Term Covered: (Box A) Basis was reported to the IRS
Short-Term Non-Covered: (Box B) Basis was NOT reported to the IRS
Long-Term Covered: (Box D) Basis was reported to the IRS
When you are inputting your stock transactions, look for short-term basis not report to IRS (noncovered) for your third category.
February 24, 2026
11:00 AM
No, i'm focused on getting my taxes done with a product i bought, OBVIOUSLY. I think you must be a H&R Block employee, OBVIOUSLY?! I realize now, the inane posts give points and award levels....
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No, i'm focused on getting my taxes done with a product i bought, OBVIOUSLY. I think you must be a H&R Block employee, OBVIOUSLY?! I realize now, the inane posts give points and award levels. So post more inane nonsense to annoy the adults trying to get taxes done with a product they paid for.
February 24, 2026
10:59 AM
"Information Worksheet: Taxpayer First Name - this state return is not yet ready to file. The federal return contains the following situation which requires an additional update to this state: You ar...
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"Information Worksheet: Taxpayer First Name - this state return is not yet ready to file. The federal return contains the following situation which requires an additional update to this state: You are filling Form 8915-F for prior year Qualified Disaster Retirement Plan Distributions and Repqyments on your federal return. The state caculations have not been fully updated yet to reflect these changes. We are actively working on updating the state impact and will make those updates available as soon as possible." People were having issues in 2025.
February 24, 2026
10:59 AM
Estimated tax payments will go under Deductions and Credits. To get there select the following: Federal Deductions and Credits Estimates and Other Taxes Paid Estimates select the taxing jurisd...
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Estimated tax payments will go under Deductions and Credits. To get there select the following: Federal Deductions and Credits Estimates and Other Taxes Paid Estimates select the taxing jurisdiction and continue from there
February 24, 2026
10:59 AM
@markmil11 I'm done with you. Clearly, you're far too stupid for rational thought and discourse.
February 24, 2026
10:59 AM
My desktop Deluxe updates on its own, and I also use the on line check as well. It is updated. I have been using Turbotax for 17 years. Each year it loads the data from the year before. This year, I...
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My desktop Deluxe updates on its own, and I also use the on line check as well. It is updated. I have been using Turbotax for 17 years. Each year it loads the data from the year before. This year, I loaded last years to start as always. Last year I had several 1099's. Including a 1099-B. Acquired/Disposed. For some reason, as I progressed through the various incomes, it recognized and updated each and every 1099. However, it did not offer, and ignored the 1099-B from previous/last year. And when I tried to enter the 1099-B it fights me, or flat out ignores it, and moves on to the next income category. I have read and researched this, and find I am not alone in having 1099-B issues. Some feedback on this year's TT. Compared to the ease of previous years. This one for 2025 is a mess. One has to have a PHd in accounting to follow the flow, and answer the NOW many questions. If TT is trying to move folks off of TT download, they are doing a good job with the 2025 TT.
February 24, 2026
10:58 AM
ok, so I can't use it to offset my self-employment tax (I'm trying to reduce that figure as I already have a huge NOL carry-forward pending)
February 24, 2026
10:57 AM
See if this prior answer gives you what you need. If not, please ask again.
https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-how-do-i-report-the-sale-of-stock-i...
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See if this prior answer gives you what you need. If not, please ask again.
https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-how-do-i-report-the-sale-of-stock-in-a-privately-held-company-when-i-don-t-receive-a-1099-b/01/3266151/highlight/true#M112160
February 24, 2026
10:57 AM
@markmil11 wrote: This M-Tax person is a clown. He brings up H&R software in every post. That's because H&R Block is one of ONLY two alternatives for TurboTax users stuck in Windows 10 who do...
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@markmil11 wrote: This M-Tax person is a clown. He brings up H&R software in every post. That's because H&R Block is one of ONLY two alternatives for TurboTax users stuck in Windows 10 who do NOT want to use any online version of tax prep software. This is NOT going to change no matter how much you continue your whining about it.
February 24, 2026
10:57 AM
1) Ignore the village idiot, M-Tax, his answer to everyone is H&R Software and although no life and roams the community forum of TT (perhaps H&R employee?!) most of us only fire this up once a year t...
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1) Ignore the village idiot, M-Tax, his answer to everyone is H&R Software and although no life and roams the community forum of TT (perhaps H&R employee?!) most of us only fire this up once a year to do ANNUAL TAXES. 2) As a 25+ year user of TT and previously Intuits Quicken (they spun that off in 2016), there are many things they are clearly focused on...getting everyone off desktop platforms and in their 'clouds'. Its good for them, but not for us. Not to mention additional security risks. Good news on Tax platform, even with complex returns its getting easier/cheaper to use various online providers. my 2 cents but just wait for M-Tax to weigh in with some Captain Obvious comments.
February 24, 2026
10:57 AM
There is an article on SSA 1099 with lumpsum payment for 2025 that includes payment from 2024. Turbo Tax has input screens to add the lumpsum for 2025 along with previous year amounts that is shown a...
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There is an article on SSA 1099 with lumpsum payment for 2025 that includes payment from 2024. Turbo Tax has input screens to add the lumpsum for 2025 along with previous year amounts that is shown as asterisk on SSA-1099. However, the article also mentions that the additional tax due to lumpsum payment for previous year can be avoided by apportioning prior year benefits to those previous years’ income (still without filing any amended returns). I need information on how to help client avoid the additional tax and steps. Thank you
February 24, 2026
10:55 AM
@markmil11 wrote: I'm POSTING here for others to join the bandwagon and hopefully Intuit will pay attention at its customer base complaining about functionality not working..A "Captain Obvious" res...
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@markmil11 wrote: I'm POSTING here for others to join the bandwagon and hopefully Intuit will pay attention at its customer base complaining about functionality not working..A "Captain Obvious" response. They don't care. You haven't noticed their financials, "obviously".
February 24, 2026
10:55 AM
1 Cheer
My desktop Deluxe updates on its own, and I also use the on line check as well. It is updated. I have been using Turbotax for 17 years. Each year it loads the data from the year before. This year, I...
See more...
My desktop Deluxe updates on its own, and I also use the on line check as well. It is updated. I have been using Turbotax for 17 years. Each year it loads the data from the year before. This year, I loaded last years to start as always. Last year I had several 1099's. Including a 1099-B. For some reason, as I progressed through the various incomes, it recognized and updated each 1099. However, it did not offer, and ignored the 1099-B from last year. And when I tried to enter the 1099-B it fights me, or flat out ignores it, and moves on to the next income category. I have read and researched this, and find I am not alone in having 1099-B issues. Some feedback on this year's TT. Compared to the ease of previous years. This one for 2025 is a mess. One has to have a PHd in accounting to follow the flow, and answer the NOW many questions. If TT is trying to move folks off of TT download, they are doing a good job with the 2025 TT. Why would I need to delete the 1099-B if I managed to get it enter?
February 24, 2026
10:55 AM
I have used Turbo Tax Premiere Desktop for many years and due to the Windows 10 lack of support in USA ( but Turbo Tax supports Windows 10 in Canada) I was "forced" into trying Turbo Tax Online. Usua...
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I have used Turbo Tax Premiere Desktop for many years and due to the Windows 10 lack of support in USA ( but Turbo Tax supports Windows 10 in Canada) I was "forced" into trying Turbo Tax Online. Usually with the desktop version It prompts one in order into categories of income, then deductions, etc, and after each subcategory is filled out it returns you to the one next on the list until all are completed. TT Online does not do this. After going through all the prompts and computing my taxes, and telling me on final review that my return was fine, it told me I owed several thousand dollars in taxes which made no sense. I could not figure out where the problem was since there is no forms page. I could not navigate back to the categories page. Finally I realized that I had never been asked to enter my estimated taxes that I paid. It took forever and searching online to even find the category and proper entry point, and then get to it and enter the data but when I did my tax debt turned into a refund. If I had not been wary, I would have paid a ton of money more than I owed and never known better. Something is wrong with the way the online version navigates you through. This is a serious problem that I never encountered in the desktop version. Lack of a forms page seriously limits your ability to crosscheck that you have entered the data you need to. I will not be using the online version again after this experience. The desktop version is often sold at a discount. With online version you also pay full price and the cost was nearly doubly last year, and then there are all these ads for additional fee that double the price again if you are not careful, requests to opt out of sharing your information with Turbo tax, etc etc. Be careful folks!
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February 24, 2026
10:54 AM
To correct Form 1099-HC that verifies health insurance coverage on your Massachusetts tax return, go to Health Care Coverage in your MA return. From there you can update your Form 1099-HC information.
February 24, 2026
10:54 AM
This prior post should answer your question. If not please ask again.
https://ttlc.intuit.com/community/retirement/discussion/a-non-dividend-distribution-is-a-return-of-capital-tha/01/756879/hi...
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This prior post should answer your question. If not please ask again.
https://ttlc.intuit.com/community/retirement/discussion/a-non-dividend-distribution-is-a-return-of-capital-tha/01/756879/highlight/true#M72734