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February 26, 2026
12:16 PM
I get the same thing, I have only one entry on that page, and it is 2 a1 for my 1099-R from MSRS. But TT claims an error. I use the 1099-R #15 for the MSRS payer info. Never had such an issue until ...
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I get the same thing, I have only one entry on that page, and it is 2 a1 for my 1099-R from MSRS. But TT claims an error. I use the 1099-R #15 for the MSRS payer info. Never had such an issue until this year. My federal was e-file rejected, but not sure why. The rejection said nothing about my state form, so who knows?? Why does everything always get worse?? Nothing in TurboTax says anything about including my SSA-1099 info on the M1W, and the SSA-1099 isn't even asked for when filing or mailing the forms, so it can't be that. What is TurboTax missing here for guidance? Guess I'll just send by mail!
February 26, 2026
12:16 PM
If your account says the state return is "ready to mail" that means it is ready for YOU to print it, sign and date it in ink, put it in an envelope and mail it to the state. TurboTax does not mail ...
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If your account says the state return is "ready to mail" that means it is ready for YOU to print it, sign and date it in ink, put it in an envelope and mail it to the state. TurboTax does not mail it for you.
February 26, 2026
12:16 PM
1 Cheer
I don't know the specific reason you cannot answer "no" to the question regarding investment in opportunity zones. The instructions to Schedule D do not specify whether you need to answer that quest...
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I don't know the specific reason you cannot answer "no" to the question regarding investment in opportunity zones. The instructions to Schedule D do not specify whether you need to answer that question and make no mention of it. It says on the form if you answer "yes" you need to attach Form 8949. It is likely that if you don't answer "yes" it will not present a problem as then the Form 8949 would not be required as far as investment in opportunity zones is concerned.
February 26, 2026
12:16 PM
WHAT? Have you filed your return yet? If not, click on Add a state to let you back in.
February 26, 2026
12:15 PM
The other thing you can try is to delete the Pennsylvania return and let it re-populate.
February 26, 2026
12:15 PM
1 Cheer
No, do not add the excess HSA contribution to 8z - as you can see, TurboTax has already automatically added that amount back to your income.
The line 13 (8889) amount is one of two ways to cont...
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No, do not add the excess HSA contribution to 8z - as you can see, TurboTax has already automatically added that amount back to your income.
The line 13 (8889) amount is one of two ways to contribute to an HSA: the first is by payroll deduction (line 9 (8889)) and the other is by direct contribution to the HSA on Line 13 (8889). As a result, the HSA deduction on line 9 has already been removed from income before it ever gets put on your federal or state return. That is why MA is concerned only about line 13, because the first kind of HSA deduction never made it to state income.
In your case (payroll deduction), line 13 should be zero, so just enter zero for Massachusetts for your HSA.
February 26, 2026
12:14 PM
Captain OBVIOUS at it again, trolling for self affirmation from points given for any response. Do tell which specific ones and WHEN ? but but but.....Cause brokerage is EXACTLY the same as MUTUAL F...
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Captain OBVIOUS at it again, trolling for self affirmation from points given for any response. Do tell which specific ones and WHEN ? but but but.....Cause brokerage is EXACTLY the same as MUTUAL Funds for T.Rowe Price, eh Captain?
February 26, 2026
12:14 PM
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February 26, 2026
12:13 PM
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February 26, 2026
12:13 PM
@rkamrhine You posted a copy of it from August 2025. Can you post the link to that post or page?
February 26, 2026
12:12 PM
taxrar: In my case, I have no carry-forward or carry-backs on Foreign Tax Credits (FTC) because for years I have always been under the limit to require using Form 1116, and have been using some vers...
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taxrar: In my case, I have no carry-forward or carry-backs on Foreign Tax Credits (FTC) because for years I have always been under the limit to require using Form 1116, and have been using some version of Turbo Tax (TT). You don't indicate of you are filing Single or Joint. In 2025, the limits for NOT having to use Form 1116 to take the full credit is: $300 (single) and $600 (Joint) foreign taxes paid. These limits MAY have been different in earlier years. This is one (1) of three (3) conditions you MUST meet before you can take the FTC without using Form 1116. Also, for 2025, IF you select to take the Credit without Form 1116, "You can't carry over to or from any other year any foreign taxes paid or accrued in a tax year to which the election applies...." I was out on: irs.gov/instructions/1116#en_US_2025 where all this is documented. Also, while out on the irs.gov site on this topic, I saw that it appears to be EXTREMELY difficult to carry forward or back any "unused" FTC. THAT, is why I try SO HARD each year to pound into TT, NOT having to file Form 1116 when I meet ALL the requirements NOT to file this form and take the Credit. This year, DaveF1006 wins the prize for the way to pound it in to TT and get the full credit!!! This has been going on for years, and I hope some year TT fixes this BUG for good! Hope this helps in some way!!
February 26, 2026
12:11 PM
On Schedule AI in Part I, each column represents a given time period for the year. By having a greater amount of itemized deductions in column c for 1/1 through 8/31 vs column d for 1/1 through 12/3...
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On Schedule AI in Part I, each column represents a given time period for the year. By having a greater amount of itemized deductions in column c for 1/1 through 8/31 vs column d for 1/1 through 12/31 would imply that you had a negative amount of itemized deductions from 9/1 through 12/31 which is not possible. You just simply cannot have more itemized deductions for 8 months of the year than you can for all year. When you deduct medical expenses on Schedule A the deduction is based on your AGI for the entire year, so you can't claim medical expenses on Schedule 2210 AI above the amount you were able to claim on Schedule A.
I looked for IRS Instructions for Form 2210 and oddly enough, the instructions for Schedule AI start with lines 1 and 2 and then skip to line 6.
February 26, 2026
12:11 PM
There was a new software release today that corrected this issue.
If you are using the TurboTax online editions, click cache and cookies on your web browser. Or change your web browser to one of t...
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There was a new software release today that corrected this issue.
If you are using the TurboTax online editions, click cache and cookies on your web browser. Or change your web browser to one of these that you are not currently using, Google Chrome, Mozilla Firefox or Microsoft Edge
February 26, 2026
12:10 PM
I have already paid for TT Premium so I can't start over. Everything I read says TT needs to reset the IRA Contribution worksheet, but the agent who I shared screen with appeared to be clueless and th...
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I have already paid for TT Premium so I can't start over. Everything I read says TT needs to reset the IRA Contribution worksheet, but the agent who I shared screen with appeared to be clueless and then dropped call.
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February 26, 2026
12:10 PM
Since my Medical Ins. covers some of my Sleep Apnea Treatment , I should be able to list it as an Expense ?
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February 26, 2026
12:10 PM
My wife and I are partners/members of a partnership/LLC that owns a charter sailboat. The boat was in charter from October 2021 until July 2025. Relevant details are: The boat was based in Tortola,...
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My wife and I are partners/members of a partnership/LLC that owns a charter sailboat. The boat was in charter from October 2021 until July 2025. Relevant details are: The boat was based in Tortola, British Virgin Islands. Therefore, ADS must be used to calculate depreciation. The boat is not qualified property because ADS is required. The boat is listed property because a boat provides transportation and, perhaps, entertainment. We use "Z Other" as the Asset Type. We use "00.28", "Vessels" as the Asset Class and 18 year, straight line, mid-quarter depreciation. We terminated our contract with the charter management company in May 2025 and sailed the boat to Annapolis arriving on June 30. We flew home to Colorado on July 3. As we were interested in keeping the boat in charter until we had to return home, we have designated July 3 as the conversion-to-personal-use date. The boat has been listed for sale since sometime in 2024. How do we use TT business to report the conversion to personal use? The Disposition section of the Asset Entry Worksheet allows entry of a disposition date and the annual depreciation appears to be pro rated correctly. However, entering $0 as the sales price and sales expense results in a very large Asset Loss, which is not true since the boat has not sold, yet. Some advice on how to enter this information in TT is needed.
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February 26, 2026
12:10 PM
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February 26, 2026
12:10 PM
1 Cheer
Went through Turbo Tax's requirements to download the 1099 into Turbo Tax Premier. The last window said the download was "successful", but it never downloaded.
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February 26, 2026
12:10 PM
@MinhT1 Hi, thanks for getting back to me. It turns out that Pub 535 has been replaced by Pub 334, Tax Guide for Small Business. In looking at that, I noticed that its "further info" section lists Pu...
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@MinhT1 Hi, thanks for getting back to me. It turns out that Pub 535 has been replaced by Pub 334, Tax Guide for Small Business. In looking at that, I noticed that its "further info" section lists Pub 925, Passive activities. Reading that led me to this key statement: passive activities do not include Any income from intangible property, such as a patent, copyright, or literary, musical, or artistic composition, if your personal efforts significantly contributed to the creation of the property. (Pub 925, pg 10) There are no time or active participation criteria, which I think implies that I should treat 2025's IP royalties the same way as if I was still active, and I take all the relevant deductions on Sch C as before. Correct?
February 26, 2026
12:09 PM
You will not get the childcare credit until (unless) you enter income earned from working. The credit does not work unless you enter your income first. If you are filing a joint return you must s...
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You will not get the childcare credit until (unless) you enter income earned from working. The credit does not work unless you enter your income first. If you are filing a joint return you must show income for both spouses, or show that one or both of you was a student or disabled. If you have self-employment income and show a loss you will not get the childcare credit. You will not get the credit if you are filing married filing separately.
If you have entered all of your income and you have entered your dependent(s) then work on the childcare credit by entering the Tax ID or Social Security number of your childcare provider and enter the amount you paid for the childcare.
One of the most common mistakes that messes up the childcare credit for people is listing all of the earned income under only one name on a joint return. Make very sure that your incomes are listed under each of your names. It’s pretty easy to check. Go to the Income section, and click “update” on Wages and Salary. That will take you to the W-2 Summary. Do you see income listed under both of your names?
The person receiving the care had to be 12 or under or qualified as mentally or physically disabled. To claim the childcare credit you need to be filing as Head of Household or Married Filing Jointly. (NOT married filing separately)
If your child was born in 2025 make sure you say the child lived with you all year. The credit is a percentage of your expenses based on your AGI (the higher the income, the lower the percentage) You must provide the Social Security number for each child you are claiming, and the Social Security number or Tax ID for each care provider.
In the case of divorced or never-married parents—only the custodial parent can use the childcare credit.
And remember that the childcare credit is a NON-refundable credit. It can reduce your tax owed down to zero, but it is not added to your refund.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-dependent-care-credit/L8h8A5Klg_US_en_US?uid=m5yifys1