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Trump account?
Can I get assistance with posting cash income only
I'm completing my 2025 return with TurboTax online.  My Schwab 1099-DIV reports Box 1a Total Ordinary Dividends $23,110.94 Box 1b Qualified Dividends $22,872.82 Box 2a Total Capital Gains $0.00 ... See more...
I'm completing my 2025 return with TurboTax online.  My Schwab 1099-DIV reports Box 1a Total Ordinary Dividends $23,110.94 Box 1b Qualified Dividends $22,872.82 Box 2a Total Capital Gains $0.00 Box 7 foreign Tax Paid $1,205.42 Because I reported $1,205.42 in foreign Tax Paid, turbotax instructs me to "...enter the portion of the $23,263.04 dividends and distributions that was from a foreign country or U.S. possession."  I received $9,348.62 in foreign dividends and I entered that into turbotax.  But when turbotax does my Federal Review, it finds a problem here and tells me I need to review that entry.  When I review it, turbotax says, this entry "should not be larger than the dividends and capital gains reported on this Form 1099-DIV ($0.00) ."  I don't understand why it is flagging this as an error.  Although I did not have any capital gains on this 1099-DIV, I did have over $23,000 in dividends.  I tried zeroing out this entry ($0.00 of Foreign Dividends), which is not true but it passes the turbotax Federal Review.  But when I do that I lose $941 from my Federal Refund.  Why is turbotax flagging the $9,349 of Foreign Dividends as an error? What do I need to do to enter the foreign dividends and regain the $941 in my Federal Refund?
Those sounds like estimated tax vouchers, 1040-ES for 2026 tax year.   Turbotax by default will calculate that you need to pay 100% of 2025 tax (110% if AGI > 150k or 75k if filing status MFS) for ... See more...
Those sounds like estimated tax vouchers, 1040-ES for 2026 tax year.   Turbotax by default will calculate that you need to pay 100% of 2025 tax (110% if AGI > 150k or 75k if filing status MFS) for 2026 to avoid penalty; subtracts your withholding for 2026 which is assumed to be the same as 2025; the end result divided by 4 is what you would need to pay in estimated taxes, in theory.   But this is a worst case - and not required to pay as printed - the prior tax year method is often an over-estimate as you can also just pay 90% of 2026 tax if that is smaller.  Under Other Tax Situations / Form W4 and Estimated Taxes you can provided other estimates for 2026.   I think you could have a refund and still show ES due for 2026, more likely if your AGI triggers the 110% rule, it depends the details.  In the PDF see if there is a worksheet "Estimated Tax Payment Options".
Nothing in BOX 12 to reference an HSA. When asked about having an HSA I checked None Apply.
The Enrollment Status field on People Worksheet is a linked field to a Personal Worksheet, which for dependents doesn’t exist, so the link dialog becomes a dead end for K-12 529 distributions for Hig... See more...
The Enrollment Status field on People Worksheet is a linked field to a Personal Worksheet, which for dependents doesn’t exist, so the link dialog becomes a dead end for K-12 529 distributions for High School designated students.  How do I get around this Federal Review Check error message in Forms mode?
Follow these steps  from our help article, How do I enter tips in TurboTax online?  if you have tips listed in boxes 1 and 14, but not in box 7.   
For 2024, the instructions for Form 8915, Line 11 include a checkbox to use if you do NOT want to spread the taxable amount over 3 years. If you wanted to spread the repayment over three years, say N... See more...
For 2024, the instructions for Form 8915, Line 11 include a checkbox to use if you do NOT want to spread the taxable amount over 3 years. If you wanted to spread the repayment over three years, say NO, the checkbox was not checked.    If you have no other errors in your return, try skipping the Review section and go right to File and retry.   @Southerngirl313 
Hello, I recently filed my deceased mother's 2025 Federal taxes using Turbo Tax Premier which confirmed she was to receive a refund. I submitted the taxes including a Form 1310 so the refund would b... See more...
Hello, I recently filed my deceased mother's 2025 Federal taxes using Turbo Tax Premier which confirmed she was to receive a refund. I submitted the taxes including a Form 1310 so the refund would be sent to me in my account. Soon after filing I received a 4883C letter in the mail requiring more information before a refund would be processed. I went to the local IRS office with all of the information requested on the letter along with a copy of my mother's notarized will drawn up by her attorney. Since I was the only child of my parents (who were now both deceased), the will was set up to not go through probate. I was designated in the will as the executor/administrator. Up until now that was not a problem settling bills or acquiring her assets. The woman at the IRS office though is saying that I will not be able to receive a refund unless I get a court document confirming me as executor (essentially going through probate) and to fill out a Form 56 along with the Form 1310 I already signed. The person at the office was looking up the information to see if she had it correct and she seemed satisfied with her judgment, so I left not sure if it was 100% correct based on her looking up information on the fly. So I called the 1-800 IRS number shown on the letter I received. After explaining everything to the woman on the phone about the will and how it was set up (without a need to go through probate), she told me that to prove my identity, all I would just need to do is fax IRS a copy of the will showing me as executor, as well as the Form 56 and also a death certificate. At that point, my identity would be accepted. So I have 2 different opinions from 2 different people at IRS and I'm wondering how to proceed. If anyone can provide insight, I'd appreciate it. 
I will be mailing my tax return from a post office (don't have extra 25 dollars for e-filing).  You are saying that the Combined Tax Statement is a valid copy, so, maybe I should attach it to my M... See more...
I will be mailing my tax return from a post office (don't have extra 25 dollars for e-filing).  You are saying that the Combined Tax Statement is a valid copy, so, maybe I should attach it to my MA tax return? I feel it would be a bit weird because I only have a recipient copy... Thank you for helping with this question, I think I am not the only one.
Go back to the actual form and change it instead of changing it during the review.    So if it were a w-2 giving the error, go back to the W-2 summary screen and edit the W-2 from there.  Then go bac... See more...
Go back to the actual form and change it instead of changing it during the review.    So if it were a w-2 giving the error, go back to the W-2 summary screen and edit the W-2 from there.  Then go back through the review.   Let us know if you still get an error when e-filing.      The 14 digit state id number (for Utah) should be formatted as 11 digits followed by wth (change to LOWERCASE) with no hyphens.    Example:   12345678901wth    
Good day I was charged TurboTax Expert Assist Deluxe, may I asked why?   Order Number: [PII removed]
Assuming you have a 1099-B, use the link below - You are going to Investment Income >> Stocks, Bonds, etc. (1099-B).   You may want to restart your mobile device if you continue having issues.     ... See more...
Assuming you have a 1099-B, use the link below - You are going to Investment Income >> Stocks, Bonds, etc. (1099-B).   You may want to restart your mobile device if you continue having issues.     Navigate to the 1099-B section: TurboTax Online/Mobile: Go to the 1099-B screen under Wages & Income.  (that link should take you directly there) Follow the onscreen instructions.    When you reach Let's import your tax info, choose how you want to enter your 1099-B: To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form. If you don’t want to import, select Enter a different way, and on the How do you want to add your investment docs? screen, you can upload a copy of your 1099-B. If you want to enter your 1099-B manually, select Type it in myself.   Where do I enter or import a 1099-B?     If you have a different form, let us know.  
I am having the same problem, trying to generate K-1s for an estate but it's not carrying over into the forms so they're blank except name and address. Nothing is pulling over into the boxes and I've... See more...
I am having the same problem, trying to generate K-1s for an estate but it's not carrying over into the forms so they're blank except name and address. Nothing is pulling over into the boxes and I've checked everything possible. I keep going to see if there are updates to pull down but it says I have the latest and greatest. Help, TurboTax!
My utah state witholding number is showing as wrong. I've checked it 10+ times, and it is listed accurately in my W2 information, but when I go to file it still does not let me through. When it shows... See more...
My utah state witholding number is showing as wrong. I've checked it 10+ times, and it is listed accurately in my W2 information, but when I go to file it still does not let me through. When it shows me what is wrong, it shows me the old number before I changed it. I cannot get this to update in file submission.  I have changed the last three numbers to lowercase, cleared my cache, changed my browser, deleted and retyped all my information manually twice, and it still wont let me submit. It even won't let me file by mail. Seems like this has been an ongoing issue, but I've filed with turbotax for 4 years and never had an issue until now. If this is an ongoing issue, then I wonder why the turbotax team has not fixed it yet? I'm not willing to pay to talk to a real person and not an AI just because of an issue with turbotax's own system. If anyone has anything I haven't tried yet, please let me know. At this point, I've been doing this for 3 hours and I'll change to another tax company if anyone has an suggestions. 
Yes, when you enter a 1099-B with an amount in Box 1f for Accrued Market Discount, check your Capital Asset Sales Worksheet.  It should show the transaction with an Adjustment amount for the amount o... See more...
Yes, when you enter a 1099-B with an amount in Box 1f for Accrued Market Discount, check your Capital Asset Sales Worksheet.  It should show the transaction with an Adjustment amount for the amount of the Accrued Market Discount with a Code D.    The amount should automatically transfer to Schedule B, Part I, Interest.  If this is not happening, delete your 1099-B and the Capital Asset Worksheet and re-enter manually.     Make sure your program is Updated.   @Kachupa     
It looks like they became available Feb 12 but still not on Turbotax site.  Do we know when they will be available on Turbotax?
If the amounts you are referring to total more than the amount of foreign dividends in box 7 I would use it.  Given the amount of your foreign tax paid, it's not going to make any difference in your ... See more...
If the amounts you are referring to total more than the amount of foreign dividends in box 7 I would use it.  Given the amount of your foreign tax paid, it's not going to make any difference in your total tax if the amount of foreign dividends you enter is off somewhat.