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February 26, 2026
3:14 PM
I know it doesn't help now, but here's why someone might see an additional $40 fee. If you chose to pay your product fees out of your refund, there is a $40 service fee ($45 for California filers.)...
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I know it doesn't help now, but here's why someone might see an additional $40 fee. If you chose to pay your product fees out of your refund, there is a $40 service fee ($45 for California filers.) That processing fee is for a third-party bank to open up a bank account in your name to receive the funds from the IRS. Then at that third party they take out the fees and send the rest to your bank account in a second direct deposit. Then that third-party bank closes the account they had set up for you. That $40 fee can be avoided by paying upfront with a credit card, debit card, or a prepaid debit card that can be purchased in stores.
February 26, 2026
3:14 PM
Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start Then keep going...
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Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start Then keep going through the follow up screens and questions.
February 26, 2026
3:14 PM
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February 26, 2026
3:14 PM
There is a property tax exemption for veterans who were honorably discharged and 100% permanently and totally disabled during active duty service. You will need to provide a US Department of Veteran...
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There is a property tax exemption for veterans who were honorably discharged and 100% permanently and totally disabled during active duty service. You will need to provide a US Department of Veterans Affairs certification of active duty service-connected disability stating you are 100% permanently and totally disabled.
See NJ Department of Taxation website for more details on what is needed to qualify
February 26, 2026
3:12 PM
@ThomasM125 five o’clock somewhere?
February 26, 2026
3:11 PM
Former investment entity is not providing a 1099-R. Should I create a manual substitute 1099-R?
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February 26, 2026
3:10 PM
It is sort of like mixed drinks. Most people know a Margarita is a drink made with tequila. But there a several variations of the drink, like a strawberry margarita, mango margarita, lime margarita, ...
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It is sort of like mixed drinks. Most people know a Margarita is a drink made with tequila. But there a several variations of the drink, like a strawberry margarita, mango margarita, lime margarita, etc. They are all margaritas. It is the same with Modified Adjusted Gross Income, it comes in many different varieties!
February 26, 2026
3:10 PM
@Opus 17 Are you saying no, I’m not correct. That I should be answering YES to the TurboTax question stated previously? or, I am correct, and the answer on the TT questionnaire is NO?
February 26, 2026
3:09 PM
Hi all — I’m a resident in MD (NY nonresident) with: ~$3,000 NY-source wages (RSUs that vested after I moved, but sourced to NY because they were earned while I worked in NY) A NY rental proper...
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Hi all — I’m a resident in MD (NY nonresident) with: ~$3,000 NY-source wages (RSUs that vested after I moved, but sourced to NY because they were earned while I worked in NY) A NY rental property with a $5,000 net loss On my federal return, that $5,000 rental loss is “unallowed/suspended” due to passive activity loss limits (my federal AGI is > $150k). For NY filing (IT-203 + IT-182), I’m trying to understand: Does IT-182 potentially make the full $5,000 “allowed” for NY because NY modified AGI (line 6) is low (basically the ~$3k NY wages)? I don't have other NY sourced income/gains. If NY allows the full $5,000, can I net it against the $3,000 NY wages on IT-203 (so NY taxable income becomes negative and NY tax becomes $0)? What happens to the extra $2,000 loss beyond the $3,000 wages: Does NY carry it forward in any way (as a passive loss carryover or NY NOL), or Is it effectively used up / provides no benefit in NY this year (other than reducing NY tax to $0 and refunding any NY withholding)? I’m mainly confused about whether NY has any mechanism to preserve the excess loss when NY-source income is smaller than the allowed loss. Thanks!
February 26, 2026
3:09 PM
If you had an excess HSA contribution in 2024 but did not have a form 5329 on your 2024 return, this likely means that you withdrew the excess HSA contribution from your HSA prior to the original due...
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If you had an excess HSA contribution in 2024 but did not have a form 5329 on your 2024 return, this likely means that you withdrew the excess HSA contribution from your HSA prior to the original due date of the return.
Had you not done so, you would have (by default) carried the excess over to 2025. However, this would also generate a penalty (called an excise tax) which would appear on line 49 on the 5329. No 5329? No carryover.
When you withdrew the excess in a timely manner, then you "cured" the excess, and have no more reporting duties outside of what TurboTax automatically did for you (you may not have noticed). NOTE, when you are asked on your 2025 return if you overfunded your HSA in 2024, if you "cured" the excess in 2024, then answer NO.
Do you have an excess contribution on your 2025 return? If so, withdraw it by April 15, 2026 if you can. This is the simplest way to deal with an excess.
In any case, you can't include the 2024 excess with your 2025 excess, in the way that you mean.
February 26, 2026
3:08 PM
kebell50 - I too had a career it IT and IT support so I get the TurboTax tactics. I know there is a tech person in the backroom somewhere at TT that knows exactly how to find the issue and resolve it...
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kebell50 - I too had a career it IT and IT support so I get the TurboTax tactics. I know there is a tech person in the backroom somewhere at TT that knows exactly how to find the issue and resolve it quickly. But getting to that person to explain the issue would require some pretty good connections. The way of the world in a large company like Intuit.
February 26, 2026
3:08 PM
I have exactly this situation (loan given to organization that went bust). But TurboTax seems to insist that I must have a 1099-B, which I do not. If I try to finesse that by saying I have a 1099-B f...
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I have exactly this situation (loan given to organization that went bust). But TurboTax seems to insist that I must have a 1099-B, which I do not. If I try to finesse that by saying I have a 1099-B from "None", I'm subsequently asked for a Type of sale, which is limited to choices that don't apply. I can finesse this again by saying the type is a Bond, but at this point I fear that my tax return will be out of sync with the reality of my situation. Am I missing some technique for reporting this situation? Thx
February 26, 2026
3:07 PM
I'm a TTax user like yourself, so not able to help with the efile error you are getting. I have the desktop TTax also, but have yet to file my federal and state taxes as I'm waiting for a K-1 docume...
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I'm a TTax user like yourself, so not able to help with the efile error you are getting. I have the desktop TTax also, but have yet to file my federal and state taxes as I'm waiting for a K-1 document. Have you reached out to TurboTax for assistance. This appears to be a bug in their efile software?
February 26, 2026
3:05 PM
It’s still not available any further update?
February 26, 2026
3:05 PM
1 Cheer
Form was working yesterday before update. Now no credit is calculated because 21a & 21b are not marked yes even though the smart worksheet right above is. Manually checking the boxes fails, and delet...
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Form was working yesterday before update. Now no credit is calculated because 21a & 21b are not marked yes even though the smart worksheet right above is. Manually checking the boxes fails, and deleting the form and going through easy step produces same result.
February 26, 2026
3:04 PM
further to my reply above - the 8949 lines A, B1 and B2 in the exception smart worksheet are prepopulated with an X that cannot be deleted. When I enter that all 1099B items were reported to IRS (ba...
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further to my reply above - the 8949 lines A, B1 and B2 in the exception smart worksheet are prepopulated with an X that cannot be deleted. When I enter that all 1099B items were reported to IRS (basis and proceed with no adjustments it still takes me to complete the 8949
February 26, 2026
3:04 PM
I am a student who made less than $9000 in 2025.
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February 26, 2026
3:04 PM
Please contact our customer service for assistance at 1-888-829-8608.
February 26, 2026
3:04 PM
On Form 1099-R in section" RMD Excess Accumulation Worksheet", Line D refuses to allow an "X" in the IRA box. How to select the IRA box?