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March 1, 2026
6:39 PM
Let me know if there is a better way to share the token #
March 1, 2026
6:38 PM
In order to qualify for TurboTax Free, specific requirements must be met. Was your daughter paid as an employee with a W-2 form? If so, as long as she doesn't have any other credits that are not sup...
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In order to qualify for TurboTax Free, specific requirements must be met. Was your daughter paid as an employee with a W-2 form? If so, as long as she doesn't have any other credits that are not supported under the free edition, she should be able to use that program.
However, if she was paid as an independent contractor and paid on a 1099-NEC form, she would have additional forms (Schedule C and self-employment taxes) that need to be completed as part of her tax return.
Please see what qualifies as a simple tax return for TurboTax Free Edition for details on which returns would qualify.
@LDSmith
March 1, 2026
6:37 PM
Thank you for looking into it - token # 84271397-88648693
March 1, 2026
6:36 PM
Topics:
March 1, 2026
6:34 PM
No, you don't need a corrected W-2. Report the amount from your W-2 Box 14, and select "overtime" in the dropdown category. Later in the interview, you will be asked to confirm that the amount re...
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No, you don't need a corrected W-2. Report the amount from your W-2 Box 14, and select "overtime" in the dropdown category. Later in the interview, you will be asked to confirm that the amount reported is correct. The interview will state your W-2 shows $XXX in overtime pay, but you can change it if the qualified overtime pay is different. Check the box I need to change this amount. Note, only the "half" pay from time-and-a-half (the overtime premium) is deductible. There is also an income phaseout (this starts at $150,000 for single filers and $300,000 for married filing jointly). Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025
March 1, 2026
6:32 PM
You can adjust your estimated tax payment forms 1040-ES by following the below instructions for your specific TurboTax platform, and updating your income during the questions asked in Step 3 and 4. Y...
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You can adjust your estimated tax payment forms 1040-ES by following the below instructions for your specific TurboTax platform, and updating your income during the questions asked in Step 3 and 4. You can pre-schedule automatic bank payments using the IRS payment website, only. 1040-ES instructions:
Follow these steps to print next year's estimated tax vouchers (Form 1040-ES):
Open or continue your return.
Navigate to the 1040-ES section:
TurboTax Online/Mobile: Go to the 1040-ES screen under Other Tax Situations.
TurboTax Desktop: Search for 1040-es and select the Jump to link or,
Go to Federal Taxes.
Go to Other Tax Situations.
Under Other Tax Forms, select Start or Update next to Form W-4 and estimated taxes.
Answer No to the question Do you want to change your W-4 withholdings for 2026?
Answer any questions until you get to the Print Vouchers? screen.
Answer Yes and we'll include your 1040-ES payment vouchers when you print a copy of your return later.
FAQ - How do I print estimated tax vouchers? | How do I make estimated tax payments?
March 1, 2026
6:31 PM
My 1099-R is entered into TurboTax exactly as it is on the form. My form shows State income tax paid, but no State Distribution. Error check wants an amount in "State Distribution." My State incom...
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My 1099-R is entered into TurboTax exactly as it is on the form. My form shows State income tax paid, but no State Distribution. Error check wants an amount in "State Distribution." My State income tax is based on the amount entered on my 1040, so correcting the error will not change my taxes. But, I don't want my filing rejected. If I correct the entry, the entry will not match the 1099-R. If I don't correct it, I will be filing my return with unresolved errors. Which, if either, will cause my return to be rejected? Am I better to fix it or not?
March 1, 2026
6:30 PM
We are currently working on an update for Form 5695, which is the Form to calculate energy credits. Due to this, you should wait until after March 6, 2026 to update and file your return.
March 1, 2026
6:30 PM
IRS form 4136 Credit for Federal Tax Paid on Fuels is an IRS form, not a California Franchise Tax Board form.
To access the form in TurboTax Online, select Tax Tools, then Tools down the left s...
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IRS form 4136 Credit for Federal Tax Paid on Fuels is an IRS form, not a California Franchise Tax Board form.
To access the form in TurboTax Online, select Tax Tools, then Tools down the left side of the screen. Under Tool Center, select Topic Search. Enter '4136' under the Topic Search and select Go.
March 1, 2026
6:27 PM
We are currently working on an update for Form 5695, which is the Form to calculate energy credits. Due to this, you should wait until after March 6, 2026 to update and file your return.
March 1, 2026
6:27 PM
The development team is aware of this experience and is working on a fix.
In the meantime, please sign up here to receive updates: Why do I get "Something Went Wrong" screen when I try to add ...
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The development team is aware of this experience and is working on a fix.
In the meantime, please sign up here to receive updates: Why do I get "Something Went Wrong" screen when I try to add Farm Income?
@LeezBeez
@user17706779829
@mlwittrock
@Rancher12
@matthew71584
March 1, 2026
6:27 PM
2 Cheers
Can you use a dummy QMID, such as A1B2 (the template format suggested) to claim the Energy Star qualified Velux skylights under the energy efficient home improvement credit?
March 1, 2026
6:26 PM
Thanks for your response. The problem is that on the Oklahoma tax return, the gambling winnings amount was recorded on the correct line and in the correct column. The exact same amount was also inc...
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Thanks for your response. The problem is that on the Oklahoma tax return, the gambling winnings amount was recorded on the correct line and in the correct column. The exact same amount was also included on a line called taxable income and in the Oklahoma column, thereby doubling my income made in Oklahoma and doubling the tax liability. I have checked my federal return and cannot find where gambling winnings are also called taxable income. I wonder if amending my Oklahoma return would afford any opportunity to delete the taxable income line? I will appreciate any further help you can provide. Thanks, Dan
March 1, 2026
6:26 PM
I did not have any Foreign Tax Credit, so I don't think I need this form at all to be included in my return. It is automatically generating it--and I cannot delete it.
Topics:
March 1, 2026
6:25 PM
3 Cheers
The thread started with the tax returns for 2024, but the problem of TT computing an "excess accumulation" penalty when the correct RMD has been taken is still not resolved in the TT app if you have ...
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The thread started with the tax returns for 2024, but the problem of TT computing an "excess accumulation" penalty when the correct RMD has been taken is still not resolved in the TT app if you have two or more accounts with RMDs and you took more out of one account and less out of another (as you are permitted to do) to achieve your total RMD. People have figured out how to get around the problem (see the post by DaveF1006), but that's not the same as TT actually fixing the problem.
March 1, 2026
6:23 PM
Hello, I skipped past the option to upload a spreadsheet of all my business expenses because i wanted to start with income. Now i don't see a way to upload my expense CSV and instead can only fin...
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Hello, I skipped past the option to upload a spreadsheet of all my business expenses because i wanted to start with income. Now i don't see a way to upload my expense CSV and instead can only find ways to enter them manually line by line, can you help direct me back to the option to upload a CSV, or re-enable that for my account?
March 1, 2026
6:22 PM
Do I need a corrected w2, if blk 14 is showing the wrong amount of OT pay received for tax yr 2025? Employer sent a let a letter showing the correct amount.
March 1, 2026
6:22 PM
Lived in Arizona from January 2025 until June 19, 2025. Then we moved to Texas
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March 1, 2026
6:21 PM
I am active duty and still getting charged the premium. It says it’s cause I had sold stocks and I had to use the expert. However I never sold, the company had a loss and sold the stock for me. I tri...
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I am active duty and still getting charged the premium. It says it’s cause I had sold stocks and I had to use the expert. However I never sold, the company had a loss and sold the stock for me. I tried to downgrade cause I never selected the expert option. How do I get the filing for free?