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February 25, 2026
3:56 PM
i am trying to import 1099-b , 1099-div forms from Schwab . It says connected to Schwab, transferred data but does not import data . It keeps going on in circle. Pls help . I am using MS edge browser...
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i am trying to import 1099-b , 1099-div forms from Schwab . It says connected to Schwab, transferred data but does not import data . It keeps going on in circle. Pls help . I am using MS edge browser Thanks Girish
February 25, 2026
3:55 PM
There are many items with a contribution limit. I'll assume you're asking about your IRA. If it's something else, please specify. This forum has no access to your return. An IRA contribution can not ...
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There are many items with a contribution limit. I'll assume you're asking about your IRA. If it's something else, please specify. This forum has no access to your return. An IRA contribution can not exceed compensation, which includes wages, commissions, self-employment income (reduced by the self-employment tax and contributions to other retirement plans), and certain other items.
February 25, 2026
3:55 PM
Did the info include 2025 data inputted into the it's deductible app? Thank you
February 25, 2026
3:54 PM
1 Cheer
Same is happening to me. I never said I had a Canadian anything. Also, I am a US Govt. retiree. It never asked for my 1099-R from that. I filled it out myself, and the questions I am getting are li...
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Same is happening to me. I never said I had a Canadian anything. Also, I am a US Govt. retiree. It never asked for my 1099-R from that. I filled it out myself, and the questions I am getting are like it was an RMD, not my monthly pension. Also, it stuck an account number in there that is NOTHInG like my real account number. On the list of 1099-Rs, that is says I must review (except there is no review option, only edit and delete), there is some Federal Financial LLC that I have never heard of. It is on there twice. When I pull the first one up, there is the info from an IRA retirement RMD on it. This software is extremely messed up, to the point of being unusable by me.
February 25, 2026
3:54 PM
The entire rental activity, income and expenses, and asset being depreciated and sold, should be entered in TurboTax for a disregarded entity so that the income and expenses will appear on Schedule E...
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The entire rental activity, income and expenses, and asset being depreciated and sold, should be entered in TurboTax for a disregarded entity so that the income and expenses will appear on Schedule E and the sale information will appear on Form 4797 / Schedule D as appropriate.
All of this should be done in Interview / Step-by-step mode so that all of of the relevant questions are answered. See this help article for information on entering the income and expenses.
You can also import information from Quicken or QuickBooks if applicable. There is a screen in the interview for that.
If you would like assistance with the interview, see this help article for information on how to get a live session with an Expert.
@jbinsantamonica
February 25, 2026
3:53 PM
im having the same trouble cannot complete state portion. Did you find a solution? Thank you for your help
February 25, 2026
3:53 PM
Please clarify if you are referring to a subtraction from income on Wisconsin Form 1, Schedule SB. The link below shows the allowable modifications.
WI Form 1 Instructions - page 14
With gre...
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Please clarify if you are referring to a subtraction from income on Wisconsin Form 1, Schedule SB. The link below shows the allowable modifications.
WI Form 1 Instructions - page 14
With greater detail we can provide more direct instruction.
February 25, 2026
3:53 PM
Did you input your 2024 tax liability into TurboTax? It's under Other Tax Situations --> Additional Tax Payments. If you did have your 2024 tax liability entered, when did you pay the 2025 estim...
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Did you input your 2024 tax liability into TurboTax? It's under Other Tax Situations --> Additional Tax Payments. If you did have your 2024 tax liability entered, when did you pay the 2025 estimated taxes? Estimated taxes generally need to be paid in 4 equal payments, by 4/15, 6/15, 9/15 and 1/15/2026.
February 25, 2026
3:53 PM
No, unfortunately, to qualify for the deduction, the interest must be paid on a loan that is originated after December 31, 2024. See One, Big, Beautiful Bill Act.
February 25, 2026
3:53 PM
1) Yes, TurboTax is programmed to include the annual updates to each state return's filing instructions, including any required attachments from the federal return. If your circumstance requires fede...
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1) Yes, TurboTax is programmed to include the annual updates to each state return's filing instructions, including any required attachments from the federal return. If your circumstance requires federal forms be attached to the state, the software can take care of that for you.
2) The PDF printed copy of the state tax return will include any federal attachments behind the last page of the state return, or in the specific order described in the state filing instructions.
3) To verify your state return document includes any necessary federal forms before you file (after paying):
Open or continue your return.
Enter your return by selecting Continue or Start on Tax Home.
Select Tax Tools from the menu, then Print Center (on mobile devices, tap in the upper left corner to expand the menu).
Select Print, save, or preview this year's return, and follow any additional instructions.
Once your PDF opens in Adobe Acrobat Reader, select the printer icon.
Make any adjustments in the Print window and then select Print.
Then once the state tax return is accepted, you'll have already reviewed your submission for completeness.
Reference: Can I print a copy of my return in TurboTax Online before I file it? | How do I save my return as a PDF in TurboTax Desktop?
February 25, 2026
3:52 PM
Yes, if your wife's name and SSN is on the 1099-S, you should report it (her share). Given that's the case, you don't want a K-1 at this point because it would do nothing more than duplicate the ...
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Yes, if your wife's name and SSN is on the 1099-S, you should report it (her share). Given that's the case, you don't want a K-1 at this point because it would do nothing more than duplicate the sale.
February 25, 2026
3:51 PM
Attempting to import last year's tax return but TurboTax will not do it. Found the correct file, selected it, but Continue doesn't work.
February 25, 2026
3:50 PM
Yes, I can assure you that TurboTax transmits the required federal forms with the state e-file transmission.
When the state accepts your return, it is not indicating that it received all the ...
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Yes, I can assure you that TurboTax transmits the required federal forms with the state e-file transmission.
When the state accepts your return, it is not indicating that it received all the forms, because the state doesn't know what forms are being filed. It means there was no problem with what was transmitted. That said, you couldn't e-file a state return if there was no federal return attached.
You can check what forms are transmitted by viewing a PDF of your state tax return. From the Print Center, select "All official forms required for filing".
February 25, 2026
3:50 PM
married filing separate with 8958 but spouse refuses to give w2 what can i do
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February 25, 2026
3:50 PM
I. Have been billed for filing a Virgina state return. I had no need to file in Virginia. I filed in South Carolina where I live
February 25, 2026
3:50 PM
1 Cheer
"to associate this amount with the proper tax form, double-click in the field provided for the form you want to link this amount to." This wording suggests to me that income has been reported whi...
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"to associate this amount with the proper tax form, double-click in the field provided for the form you want to link this amount to." This wording suggests to me that income has been reported which the software believes should be reported within the the IRS Schedule E Supplemental Income and Loss? Have you reported a royalty payment on an IRS form 1099-Misc that should be directed into the IRS Schedule E? Or, perhaps you have reported an IRS form 1099-K that should be reported in Schedule E? Please clarify?
February 25, 2026
3:50 PM
I opened Turbo Tax and I used the Online pull down menu to check for updates and the program said that "Your software is up to date" and on the "Your charities and donations" page it still says "Need...
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I opened Turbo Tax and I used the Online pull down menu to check for updates and the program said that "Your software is up to date" and on the "Your charities and donations" page it still says "Needs Review". I closed down the turbo tax program and restarted the program and on the "Your charities and donations" page it still says "Needs Review".
February 25, 2026
3:50 PM
No, I wasn't a U.S. citizen at the time the fund was created. I wasn't a U.S. citizen until more than 12 years after I last made a contribution to the fund.
February 25, 2026
3:49 PM
I am the executor and sole beneficiary of my sister's estate. She died November 2024 and I filed her last 1040 for 2024 in April of 2025. I closed all her financial matters during calendar year 202...
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I am the executor and sole beneficiary of my sister's estate. She died November 2024 and I filed her last 1040 for 2024 in April of 2025. I closed all her financial matters during calendar year 2025. I am getting ready to submit her 1041 Estate Return and I am wanting to know what needs to be included in this return. Most of her accounts I was the listed beneficiary. Some of these I know are not taxable (to either the estate or me personally) but the rest I received a 1099 in my name. For these I have included them in my 2025 1040 tax return. I opened an interest-bearing estate bank account to receive some checks from a gross distribution of an IRA (of which I received a 1099 in my name) and some benefits from a supplemental cancer AFLAC policy that were all paid to the order of the Estate. The only 1099 received in the name of the Estate was a 2025 1099-INT with the interest earned from these above listed checks. The 1099-INT for the Estate was for $703.00. This also represented the only income of the estate for 2025. I changed the Estate bank account to a noninterest bearing account on 12/31/2025 and left a small balance in that account in the unlikely event I receive a future check made out to the Estate. Since the only income that was earned by the Estate in 2025 is the $703 in interest, is that the only reportable item that should appear in the Estate's 1041 tax return? My sister's only other assets were a five-year-old vehicle and a one-bedroom condo. Since I am the sole beneficiary of the estate, I transferred the title of the vehicle and deed of the condo to my name during 2025. I am using the vehicle for personal use and plan to keep it. The condo had been vacant for many years and needed extensive renovation which I have now completed and paid for on my own. I plan to sell it in 2026. I am assuming there are no tax reporting requirements for 2025 for either me personally or the Estate regarding these two items. If and when I sell the condo, I am assuming it will be reflected on my personal 1040 and my basis on it will be the FMV at the time of my sister's death. Please advise on this and the question above.
February 25, 2026
3:48 PM
The foreign earned income exclusion excludes income earned in a foreign country if you pass the tests necessary. It is either/or with the foreign tax credit.