All Posts

Federal tax returns containing Form 5695, Residential Energy Credits, cannot be filed at this time due to a processing error related to the form that will be corrected on March 6th, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing. We appreciate your patience while this is resolved on our end. 

@ Tariq_jay1 wrote: What does my tax return was accessed mean Did you get a notification email from TurboTax?   It could simply mean that you logged in and looked at a current return or past return, or started a return.  But TurboTax doesn't have any way to know if it was you or someone else.  It just knows "someone" accessed a return.   Do you have any reason to think your account was compromised?   Or did you recently try to view or download a return?

I am able to import information from Edward Jones.   Some customers will need to allow the Intuit site permission to access your local network. If you have already denied permission, you will need to reset it.     In Chrome, you can do this by clicking on the View Site Information icon to the left of the address bar.  Turn on Local Network Access.  @AngTom17 

This is a weird situation.  For 2025, you can claim the dependent and do not have to release it to the other parent, per example 6 in publication 501, page 14. https://www.irs.gov/publications/p501   However, see where it says, Emancipated child. If a child is emancipated under state law, the child is treated as not living with either parent. See Examples 5 and 6.    Example 6 says you can claim the child for 2025 if the child lived with you more than half the nights of the year before November.  But a strict reading of this rule means that neither parent can claim the child as a qualifying child dependent next year, since they are treated as "not living with either parent".  The parent who pays more than half the child's support could claim them as a qualifying relative dependent, but if the child has more than $5400 of gross taxable income, then no one can claim them.   This puts the child in a position where no one can claim them, even following the normal rules that apply to non-divorced parents.  This has always seemed odd that the regulations would end up this way, and we have had a few discussions over the years, that I'm sure I can't find now or remember the outcome.  You may want to consult your own tax advisor for 2026.  But for 2025, under example 6, you can claim the child. 

If it was reported on a 1099-B then upgrading so you can report the 1099-B is the proper way to handle it.  If that's the only thing on your 1099-B and you don't want to upgrade, you might be able to get away with just adding it as "Other Income".  To report it:   Go to Wages & Income Locate "Less Common Income, Home sale, cancelled debt (1099-A, 1099-C") ... etc." Scroll down to "Other misc. income" Select Other "reportable income" and click on Start Answer Yes to "Any other taxable income?" Click on the blue Add button Enter a description and amount

I go through this ever year as well with my family. You basically have two options: Install TT on two different computers. I usually buy copy 1, and install it on my laptop, then have my spouse purchase copy 2, and install it on his laptop. We are then able to complete and efile everyone's taxes. You can complete all 9 tax filings using one copy of TT, but you can only e-file 5. Determine who of the 9 you can send via USPS versus e-filing, then mail those and e-file the others.

Perhaps.  A dependent must meet the requirements of a qualifying child or a qualifying relative in order for you to claim them on your tax return.    The tests for a qualifying child are:   Relationship: Must be your child, adopted child, foster child, brother or sister, or a descendant of one of these (grand or nephew). Residence: Must have the same residence for more than half the year. Age: Must be under age 19 or under 24 and a full-time student for at least 5 months. They can be any age if they are totally and permanently disabled. Support: The dependent must not have provided more than half of their own support during the year. Joint Support: The child cannot file a joint return for the year.  The tests for a qualifying relative are:   Qualifying Child: They are not the “qualifying child” of another taxpayer or your “qualifying child.” Gross Income: The dependent being claimed earns less than $5,200 in 2025. Total Support: You provide more than half of the total support for the year. Member of Household or Relationship: The person (a friend, girlfriend, non-blood relative) must live with you all year as a member of your household or be related to you. TurboTax software will ask you simple questions and give you the tax deductions and credits for which you are eligible based upon your answers.   See also these TurboTax Help.   @kellibravo    

Are you SURE it is no longer covered by the divorce agreement? Because your child didn't turn 18 until the last half of the year, the rules for being able to allow the Noncustodial Parent CAN still be used.   If you are sure the divorce decree says the decree no longer applies to claiming the child, then it doesn't matter if the IRS allows you to give it to your ex or not (in which case, yes, you can claim the child, assuming all of the tests are met).    

To enter an IRS form K-1 into TurboTax Online Premium, follow these steps.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & Income. Under Wages and income, scroll down to S-corps, Partnerships and Trusts and click to the right. Click Start / Revisit or Edit / Add to the right of Schedule K-1 or Business partner income statement. At the screen Tell Us About Your Schedules K-1, click to the right of the Schedule K-1 that you want to enter. Enter the K-1 information as requested.

As you enter your 1099-R, TurboTax Support will ask if you had special circumstances. You must indicate the exception for medical expenses to avoid the penalty.   Amount Limitation: The penalty exemption only applies to the amount of unreimbursed medical expenses that exceed 7.5% of your adjusted gross income (AGI).

Same issue here, heat pump water heater credit was there last week, credit vanished now with program updated to latest. Re-entering same valid info doesn't help. Need fix so that we can file. QMID is K3A8 if that matters.   Update: I've found other topic messages here mentioning that there is a bug supposedly relating to line 25a (enabling property which doesn't apply to my credit) and a date of March 6th which I'm unclear whether is a fix date for the form problems. Apparently people who had filed have been getting rejected.