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March 2, 2026
2:51 PM
The printout shows it did, and the filing was accepted by the IRS. But who knows what Intuit actually sent to the IRS. Can only hope for the best.
March 2, 2026
2:51 PM
2 Cheers
I am unable to file my Oregon state taxes. It says there is a problem with the name on the 1099-Q form. But there is no problem. The name is correct. I cannot override this error and it wont let me s...
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I am unable to file my Oregon state taxes. It says there is a problem with the name on the 1099-Q form. But there is no problem. The name is correct. I cannot override this error and it wont let me submit. I was able to e-file my federal return with no problem. I paid for state filing but cannot use it. I've tried 8 times, over 2 days and the error persists. Can I either get a refund and file by mail, or can you tell me how to override this programming glitch?
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March 2, 2026
2:51 PM
T-Bills are discounted instruments there is no accrued interest and nothing to adjust/deduct. Your income in Box 3 should reflect the difference between redemption and purchase prices. Since you...
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T-Bills are discounted instruments there is no accrued interest and nothing to adjust/deduct. Your income in Box 3 should reflect the difference between redemption and purchase prices. Since you're talking about prices I don't think you mean a Treasury Note with coupons and accrued interest related to a coupon payment in Box 3 .... but if you do then check the "I need to adjust the interest reported on my form" after the 1099 entry screen and follow the on-screen instructions to enter the adjustment. Note as per the guidance - The adjustment amount entered here will be allocated among the different types of interest reported on this 1099-INT. To apply this adjustment to a specific type of interest, create a separate 1099-INT for each type of interest income, and then enter the adjustment amount applicable to only that type of interest.
March 2, 2026
2:51 PM
MFJ, one spouse over 65 and partially retired, other spouse retiring. Capital loss-carryover from prior years, assume 10K; LTCG well over this amount. I understand there's a "taxable income" thresh...
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MFJ, one spouse over 65 and partially retired, other spouse retiring. Capital loss-carryover from prior years, assume 10K; LTCG well over this amount. I understand there's a "taxable income" threshold of 98.9K for 2026 to get the 0% LTCG rate. Question: Will the "taxable income" test be applied strictly to what's on Line 15 of the 1040 (which would show the net LTCG - after deducting capital loss carryover of 10K)? Or will there be any special rules for this test?
March 2, 2026
2:50 PM
1 Cheer
Did you have healthcare through the online marketplace? The system pulls your payments from there and puts them in the self-employed health insurance deduction directly.
March 2, 2026
2:50 PM
The property taxes were entered in the Deductions and Credits section, and then Your Home, then Property Taxes. You should be able to go back into that section to see your original entry.
March 2, 2026
2:50 PM
No I did not report any amount in Box 6 or & of my 1099.
March 2, 2026
2:50 PM
My schedule C shows $0 income instead of the loss that I had. I didn't have office expenses or other ones that didn't directly apply to my income. It didn't do this on my return last year. Why am I...
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My schedule C shows $0 income instead of the loss that I had. I didn't have office expenses or other ones that didn't directly apply to my income. It didn't do this on my return last year. Why am I not getting the loss deduction?
March 2, 2026
2:50 PM
1 Cheer
It's possible the payer does not understand the correct reporting form. The stipend is not required to be reported as self employment income. Keep the 1099-NEC in the tax file and delete that form fr...
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It's possible the payer does not understand the correct reporting form. The stipend is not required to be reported as self employment income. Keep the 1099-NEC in the tax file and delete that form from your return (see the link below).
If you're using TurboTax Online software and need to delete a form, click here.
If you're using TurboTax Desktop software and need to delete a form, click here.
Reporting: Taxable, non-W-2 stipends are usually reported on Form 1040, Schedule 1, Line 8r as "Scholarships and grants not reported on Form W-2".
To enter scholarships, grants, stipends (With or without a 1099 or a 1098-T):
Click on the Deductions & Credits
Scroll down to Education (if Education is not there, click on Check for more tax breaks).
Select Expenses and Scholarships (Form 1098-T).
On the Do you want to enter your higher education expenses? screen, select Yes.
Continue with the onscreen interview until you get to the Add any other financial aid screen.
Enter the amount of the stipend in the box Other scholarships, grants, or fellowships
This will be show on Schedule 1, line 8r, then carried with any other entries to the 1040.
Be prepared to support your reasoning should the IRS question it later as indicated by @CesarJ. Keep all supporting data with your tax return.
@DolphJack31
March 2, 2026
2:49 PM
There appears to be an error in the 2/26/26 update in form 5695. I entered information for a heat pump water heater through the dialog in the previous version and the form worked correctly. I filed...
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There appears to be an error in the 2/26/26 update in form 5695. I entered information for a heat pump water heater through the dialog in the previous version and the form worked correctly. I filed the federal return which was accepted. When I returned to the program to file my state taxes I installed the latest update and noticed that my federal tax had changed. The difference is that Form 5695 is not applying the 30% tax credit to line 29g. This results in line 29h being zero. The related costs in the section above were applied correctly as it was before. I believe I entered the QMIN code correctly and in any event hasn't changed. The update released on 3/2/26 had no effect on this problem. Is this a bug, a change in policy, or what?
March 2, 2026
2:48 PM
Form 8606 does not apply to this transaction. Form 8606 applies only to IRAs. A Roth 401(k) is not a Roth IRA. If this is the only reason that you were trying to amend your 2025 tax return, you ha...
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Form 8606 does not apply to this transaction. Form 8606 applies only to IRAs. A Roth 401(k) is not a Roth IRA. If this is the only reason that you were trying to amend your 2025 tax return, you have no reason to amend.
March 2, 2026
2:48 PM
My schedule c shows the same thing and I didn't have office expenses. It didn't do this on my return last year.
March 2, 2026
2:48 PM
Since the program does not like the zero, change it to blank. The program has preferences between zero and blank in different areas and with different programs and updates.
March 2, 2026
2:47 PM
Your Ohio School District tax return for an "earned income" school district will use the state (or local) wages as a starting point - they should be equal. There is an exemption amount that is depen...
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Your Ohio School District tax return for an "earned income" school district will use the state (or local) wages as a starting point - they should be equal. There is an exemption amount that is dependent on income between $1900 and $2400 per person on the return (including dependents) that gets subtracted from your earned income to determine how much of your earnings are taxed.
As an example, let's say you are single and live in a school district with a 1% tax on your earned income and that you made $52,150 last year and had $521.50 in school tax withheld. After you subtract a single exemption amount of $2,150 from $52,150, you get $50,000 of taxable school district income. The tax on that income would be $500, but since you had $521.50 withheld, you would get $21.50 refunded back to you.
Typically, when employers withhold the school district tax, they will account for the exemptions so that the correct amount gets withheld, however, employers do make mistakes and it's possible they did not account for the exemption on your school district withholdings, which would explain the refund.
March 2, 2026
2:45 PM
sorry, forgot to add: I filed for her as she was in hospice with dementia. I filed paper with documents proving her incapacitation, and my filing abilities for her as her successor trustee. Tha...
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sorry, forgot to add: I filed for her as she was in hospice with dementia. I filed paper with documents proving her incapacitation, and my filing abilities for her as her successor trustee. That might complicate the matters. So she did not file electronically last year, but if the responses just say to try it one way then the other, then one really doesn't know, does one?
March 2, 2026
2:45 PM
1 Cheer
Yes, you can adjust the cost basis on the screen where you enter your investment sale proceeds and cost basis. You will see an option that says The cost basis is incorrect or missing on my 1099-B. Ch...
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Yes, you can adjust the cost basis on the screen where you enter your investment sale proceeds and cost basis. You will see an option that says The cost basis is incorrect or missing on my 1099-B. Choose that option and you can enter your adjusted cost basis and an entry will populate on Form 8949 columns F and G.
March 2, 2026
2:45 PM
TurboTax Business may print blank pages due to outdated PDF software (Adobe Reader), printer driver issues, or glitches in generating the PDF file.
To correct this, try updating/reinstalling y...
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TurboTax Business may print blank pages due to outdated PDF software (Adobe Reader), printer driver issues, or glitches in generating the PDF file.
To correct this, try updating/reinstalling your Adobe Acrobat. Also try printing as an image, updating your printer driver, or switching browsers if using the TurboTax Online version.
Also see this information regarding printing a TurboTax return.How do I fix issues while printing my return?
March 2, 2026
2:45 PM
It is proper that you are getting those questions. You ARE subject to the kiddie tax and most of the $18K will be taxed at your parent's tax rate.
Yes, your tax will shoot up dramatically bec...
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It is proper that you are getting those questions. You ARE subject to the kiddie tax and most of the $18K will be taxed at your parent's tax rate.
Yes, your tax will shoot up dramatically because it was entered as unearned income. Unearned income over $2700 is subject to being taxed at the parent's tax rate (the kiddie tax).
March 2, 2026
2:45 PM
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further inf...
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Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
March 2, 2026
2:44 PM
The total section 179 amount should be entered on line 33(a), or $4,900. Vehicles are generally treated as 5-year property under MACRS for business, allowing depreciation over 6 years due to the ...
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The total section 179 amount should be entered on line 33(a), or $4,900. Vehicles are generally treated as 5-year property under MACRS for business, allowing depreciation over 6 years due to the half-year convention (20%, 32%, 19.2%, 11.52%, 11.52%, 5.76%). Half-year convention assumes you purchased the vehicle before October, 2024 (before the last quarter). The recomputed depreciation will be the following converted from the regular method to the straight line method due to the reduction of 51% or less business use: 2024 = $4,900 x 10% = $490 2025 = $4,900 x business use percentage x 20% = $ | Combined Total = $____ this will be the amount on line 34(a) IRS Publication 946 - SLHY Convention Table The business use percentage is business miles divided by total miles on the vehicle. Line 35a will be the difference. @timothybpayne [Edited: 03/02/2026 | 3:57 PM PST]