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HELP! It's now March 3rd and my 1099-R section in Online Deluxe says "Available Soon". I was seeing that it should have been available at the end of January. Is there something I need to do?     
I've always assumed they are not reportable if under % of income.
Thanks so much for your offer, although things seem to be working on the new return that I just created. I appreciate your offer to help out.   With my previous returns (2024 and prior), which were... See more...
Thanks so much for your offer, although things seem to be working on the new return that I just created. I appreciate your offer to help out.   With my previous returns (2024 and prior), which weren't done in TurboTax, all schedule E expenses were recorded in total and the loss (triggered largely by depreciation) was transferred to form 8562 where it was disallowed based on my income, due to passive activity loss limitations (my income is over $150k). For some reason on my first attempt at a 2025 return, TurboTax allowed all of the expenses except depreciation on schedule E and then failed to limit the loss based on my income. So, I had two issues, TurboTax was not transferring depreciation to schedule E and it was allowing a passive activity loss that should be disallowed based on my income. That's why I started over with a new return.   With the new 2025 return, I can see that TurboTax is reallocating my rental property expenses as either personal (based on my percentage of personal use of my vacation home rental property) or disallowed based on not letting expenses exceed my income from the property. So, the depreciation is still not showing up on schedule E, although I can see why my expenses are limited to my income from the property so that I don't show a loss. I can now capture the disallowed expenses for my passive activity loss carryforward, so that I can deduct them when we exit the activity (i.e., when we sell the property). I prefer to see the loss calculated on schedule E and transferred to form 8562, which was the case with my 2024 return, although the method used by TurboTax does get me to the right result.   Hopefully that makes sense. Thanks again for your offer to help out.
Sometimes the state system skips the payment page because electronic payments aren't supported through banking services, or if ‌technical issues occur.  To correct this, follow next steps: C... See more...
Sometimes the state system skips the payment page because electronic payments aren't supported through banking services, or if ‌technical issues occur.  To correct this, follow next steps: Clear the Cache and Cookies from your computer to clear out any remaining data. How do I delete cookies  How to clear your cache    Go back into your software, and select "e-file state only" to initiate the payment process again. Make sure your state's tax forms are finalized and accepted for filing. If the problem continues, consider printing and mailing your state return.   
Thinking it is a requirement is totally understandable...since they clearly use the word "requires" at the top of the screen.
On re-login, there is no trace of that in-progress 2024 amendment; and now I do not see start amendment online option at all, it instead asks to use desktop software. How do I recover the in-progress ... See more...
On re-login, there is no trace of that in-progress 2024 amendment; and now I do not see start amendment online option at all, it instead asks to use desktop software. How do I recover the in-progress amendment? else, at least how do I restart the amendment using TurboTax Online? Appreciate your help.
Similar issue downloading 2025 1099s No issue in prior years (at least 5 years), so I suspect something with software updates, or maybe my new Win11 PC?   everything appears to be working normally ... See more...
Similar issue downloading 2025 1099s No issue in prior years (at least 5 years), so I suspect something with software updates, or maybe my new Win11 PC?   everything appears to be working normally  until, after it reports Connection established, I get a  screen I haven't seen in previous years for a final security check. I do not get a popup, but the screen showing the final security check shows what appears to be a sample, that has an "Allow" button that responds to the cursor hovering over it, but does nothing. This page says that if there is no popup, no further action is needed. But there is no "Continue" or equivalent button. and closing this page just takes me back to the start of download for this brokerage account (same result for two different brokerage accounts). Nothing is downloaded.
Even though the wording at the top of the screen uses the word "requires." Here is what I see on screen "We see you're trying to import a 1099-B, which requires an upgrade to Premier."
@atnovanow  I just sent a massive reply to you, but I'm not sure it posted. I don't see it in the thread; so if you didn't just get a lengthy explanation from me, please let me know, I'll re-type it... See more...
@atnovanow  I just sent a massive reply to you, but I'm not sure it posted. I don't see it in the thread; so if you didn't just get a lengthy explanation from me, please let me know, I'll re-type it.    Sheesh, even the TT forums are full of bugs!
Thank you for the response. Your response included: Answer 'Yes' to Do all of the following apply...? Please clarify why I should answer Yes to this question as I did not sell the car for a profi... See more...
Thank you for the response. Your response included: Answer 'Yes' to Do all of the following apply...? Please clarify why I should answer Yes to this question as I did not sell the car for a profit. I paid much more for it than the value I received as a trade in which holds true when reducing for business % values.   @DianeW777 
When I finished entering my tax data for 2025 (Premier, desktop), I knew that itemized deductions were a little better than standard for us this year (CA residents, so it was advantageous to us that ... See more...
When I finished entering my tax data for 2025 (Premier, desktop), I knew that itemized deductions were a little better than standard for us this year (CA residents, so it was advantageous to us that SALT cap went up.)  I was "done" on 2/13.   But I didn't notice then that standard deduction was used in the 1040. Fortunately I held off filing until 3/2 because I wanted to verify no changes to my 1099 from Schwab (others reported trouble getting theirs pulled into TurboTax, so wanted to wait until 2/27, when Schwab said everyone's 1099s would be available.)  Anyway, I caught the standard deduction in time to change it to itemized (saving $819).  Shouldn't I have seen the page for choosing when I went through it the first time?  Was there a software update that reset the choice?  I'm nervous about filing early now, since there was an update available when I returned to TurboTax yesterday to file (so if I'd filed after I was "done" before, I wouldn't have captured the latest update.
My financial advisor told me that converting from a Traditional IRA to a Roth IRA will start a new 5-year clock on each conversion and the earnings will be taxable if I withdraw prior to the 5-years.... See more...
My financial advisor told me that converting from a Traditional IRA to a Roth IRA will start a new 5-year clock on each conversion and the earnings will be taxable if I withdraw prior to the 5-years. However, I want to clarify whether that's actually true in my situation. I opened my Roth IRA in 2021 and I am over 60 years old, so the age is not an issue. I plan to do two Roth conversions — splitting amounts from my Traditional IRA into my existing Roth IRA in 2026 and 2027 — but I am concerned about whether I'll have to wait 5 years before I can access the earnings from those conversions. Is my advisor correct that each conversion restarts a 5-year clock, or does my existing Roth IRA (opened in 2021) satisfy the requirement so that earnings from the conversions are immediately accessible?
It depends. Although this tax becomes part of the cost of your new mobile home it will help when you sell it.    If you can itemize your deductions and you have more sales tax for all purchases in ... See more...
It depends. Although this tax becomes part of the cost of your new mobile home it will help when you sell it.    If you can itemize your deductions and you have more sales tax for all purchases in 2025, including the new mobile home, you can uses sales tax versus state and local income tax. Schedule A Instructions (page 4): If you elect to deduct state and local general sales taxes instead of income taxes, you must check the box on line 5a. To figure your state and local general sales tax deduction, you can use either your actual expenses or the optional sales tax tables. Also see motor vehicles page 3.
You can try the following instructions to fix your issue with Form 5695 (Residential Energy Credits)..   This may have happened when the program looks for data you entered in a previous screen or a... See more...
You can try the following instructions to fix your issue with Form 5695 (Residential Energy Credits)..   This may have happened when the program looks for data you entered in a previous screen or a previous year's import.   Delete Forms Online & Reenter Residential Energy Credits: Open or continue your return. Click on Tax Tools, and then Tools (left-hand bottom) Click on Delete a Form. Find Form 5695 (Residential Energy Credits), and Click Delete. Find Form 5695 Worksheet or Energy Credit Limit Worksheet, Delete those as well, and  click Continue. Under Federal tab, Click on Deductions & Credits. Click on Your Home. Click on Residential Energy Credits. Proceed through the interview again. Select "No", when you hit the question for Line 25 ("Did you install improvements or replacements....?" Please let us know if this doesn't work, and we can try other options.
You will have to file an amended return to include the corrected W-2.   We can't see your return to address your change in refund.  You would have to make a comparison of both the 2024 and 2025 t... See more...
You will have to file an amended return to include the corrected W-2.   We can't see your return to address your change in refund.  You would have to make a comparison of both the 2024 and 2025 tax returns to identify the difference.   You can make a change to a tax return that has already been filed and accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download   
Yeah mine was short over $9,000.  This is crazy.  What do I do?
Thank you for your response.  You wrote: "I don't think the display allows three trailing zeroes in this instance."   My answer: The display DID show the three training zeros in prior years. 05000,... See more...
Thank you for your response.  You wrote: "I don't think the display allows three trailing zeroes in this instance."   My answer: The display DID show the three training zeros in prior years. 05000, instead of just 05 as now.