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CatinaT1 · ‎March 11, 2026

If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically. If you're using TurboTax Desktop, search your computer for a .tax2...

If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically. If you're using TurboTax Desktop, search your computer for a .tax2024 file when starting a 2025 return to transfer into your new return. Here's more info on Transferring a Prior Year Return and Finding a Tax File on Your Computer.

RobertB4444 · ‎March 11, 2026

A 5329 often carries over on the return because the penalties and amounts often carry over. In your case there should be no values carried forward on the form. However, based on the lines that you ...

A 5329 often carries over on the return because the penalties and amounts often carry over. In your case there should be no values carried forward on the form. However, based on the lines that you say have numbers in them, the system does not think that you pulled out the excess contributions in 2024. You'll need to check your 2024 return and make certain that you have removed the excess contributions made last year and then the amount won't roll forward into 2025. In order to do this you will have to access your 2024 return which is on the desktop software. Once you have done this go through the IRA section and make certain that the amount of excess contributions was entered as "removed before the due date of the return". That should solve the problem.

Dwaine S · ‎March 11, 2026

I am filling out the Oklahoma 511NR form.

user17710174141 · ‎March 11, 2026

Why does Turbo Tax not publish a list of known errors (codes etc.) and status. I spend HOURS last week trying to solve this issue F1040-478 with no success. Finely on Tuesday I found the issue in t...

Why does Turbo Tax not publish a list of known errors (codes etc.) and status. I spend HOURS last week trying to solve this issue F1040-478 with no success. Finely on Tuesday I found the issue in the Community. Not sure Turbo Tax is keeping its customers best interests in mind.

Rob_Dog · ‎March 11, 2026

Thanks again for responding I was able to get it filed by starting from scratch. I did not transfer anything and had to re-enter everything. The biggest issue was the Depreciation calculation. I ...

Thanks again for responding I was able to get it filed by starting from scratch. I did not transfer anything and had to re-enter everything. The biggest issue was the Depreciation calculation. I found the original values I used, updated the accumulation amount and BINGO! Got it done but 90% sure I will not be a Turbo Tax customer next year. Being a retired IT guy, letting an issue hang around this long is not acceptable...

Sbrown140 · ‎March 11, 2026

Honestly,if you google can i deduct tips without a 1099,AI states that the IRS says that you can as long as you keep detailed records,however i have searched on the IRS.gov site and cannot see that s...

Honestly,if you google can i deduct tips without a 1099,AI states that the IRS says that you can as long as you keep detailed records,however i have searched on the IRS.gov site and cannot see that stated.Either AI search is incorrect or it is there somewhere.

george-472838 · ‎March 11, 2026

Hi, It seems that there is a bug or a problem with TurboTax dealing with a 1099-R for a rollover of after tax contributions to a Roth IRA and their gain to a Traditional IRA. Here is the a sa...

Hi, It seems that there is a bug or a problem with TurboTax dealing with a 1099-R for a rollover of after tax contributions to a Roth IRA and their gain to a Traditional IRA. Here is the a sample situation: In a 401k, long before 2025, over the years, contributed before tax $200,000 and after tax $10,000. The $10,000 after tax contribution resulted over the years in a gain of $60,000. In 2025: Retired. The 401k company rolled over the after tax contribution of $10,000 to a Roth IRA and the gain of $60,000 to a Traditional IRA. After tax contributions are not taxed when rolling over to a Roth IRA. Gains of after tax contributions are not taxed when rolling over to a Traditional IRA. Rolled over $40,000 from 401k to the Traditional IRA. In 2026, the 401k company provided a 1099-R with Box 1 - Gross distribution: $110,000, Box 2a - Taxable amount: $0.00, Box 5 - Employee contributions or insurance premiums: $70,000, Box 7 - Distribution code: G. The rest was empty or not checked. Here are the steps to reproduce the problem: Start a new return for couple filing jointly. Add Social Security with Box 5: $40,000, that results in a Federal refund of $0. Add 1099-R with data from above 1099-R and click Continue. Is the IRA/SEP/SIMPLE box on this 1099-R checked? Check (x) No, the box is blank, click Continue. Did you move this money from a 401(k) to a Roth 401(k)? This includes rollovers from a regular 401(k), 403(b) or 457(b) plan to a designated Roth 401(k), 403(b) or 457(b) plan. Check (x) No, I didn’t, click Continue. Do any of these situations apply to you? Check (x) None of these apply, click Continue. Did you move the money to a Roth IRA? Check (x) Yes, this money was rolled over to a Roth IRA, click Continue. Note: There should be an option to specify the amount was rolled over to a Roth IRA. Did you make after-tax contributions to a 401(k) or 403(b) plan? This isn’t common but this is money you put in the plan yourself, not from your company. Check (x) Yes, After-tax contribution amount: preset to $70,000. Tried to change After-tax contribution amount to $10,000, the amount of after tax contributions, but it makes matter even worst. This results in a Federal Tax Due of $2,191 when the 1099-R should not have changed the Federal refund of $0 because all the moves involved for the 1099-R are non-taxable. ' Thanks in advance and looking forward to your response, George

elizabethannschiller · ‎March 11, 2026

JamesG1 · ‎March 11, 2026

There are two issues which might be affecting the section 179 deduction on your tax return. Both are discussed in this IRS publication. Page 5 Line 5 If you are married filing separately...

There are two issues which might be affecting the section 179 deduction on your tax return. Both are discussed in this IRS publication. Page 5 Line 5 If you are married filing separately, you and your spouse must allocate the dollar limitation for the tax year. Page 5 Line 11 The total cost you can deduct is limited to your taxable income from the active conduct of a trade or business during the year. You are considered to actively conduct a trade or business only if you meaningfully participate in its management or operations. A mere passive investor is not considered to actively conduct a trade or business. @Yosal1958

scbradleymd · ‎March 11, 2026

I have the same question. Trying import my investment transactions Tax Summary for 2025. PNC is not in the financial institutions list.

duffluck · ‎March 11, 2026

Thanks for the detailed info. However, under the Deductions & Credits and Other Deductible Expenses, I do NOT see any section for "Cars and Other Things You Own" to enter car loan interest for 2025. ...

Thanks for the detailed info. However, under the Deductions & Credits and Other Deductible Expenses, I do NOT see any section for "Cars and Other Things You Own" to enter car loan interest for 2025. Any help would be appreciated!

JohnB5677 · ‎March 11, 2026

When you first log in there will be a very limited sidebar. Select any option in the center panel. Hit[Continue] and the sidebar will populate. If this wasn't your question, can you clarify i...

When you first log in there will be a very limited sidebar. Select any option in the center panel. Hit[Continue] and the sidebar will populate. If this wasn't your question, can you clarify it for us.

DoninGA · ‎March 11, 2026

For the Energy Efficient Home Improvement Credit the credit for exterior doors is caped at $500. IRS Form 5695 instructions, page 3 - https://www.irs.gov/pub/irs-pdf/i5695.pdf • A credit limi...

For the Energy Efficient Home Improvement Credit the credit for exterior doors is caped at $500. IRS Form 5695 instructions, page 3 - https://www.irs.gov/pub/irs-pdf/i5695.pdf • A credit limit of $250 for any qualifying exterior door and $500 total for all qualifying exterior doors.

LindaS5247 · ‎March 11, 2026

If you are asking about the TurboTax mobile app, it does not have an actual "Tax Tools" menu like the desktop or online version. You can get to forms and support by clicking on the menu icon (hamburg...

If you are asking about the TurboTax mobile app, it does not have an actual "Tax Tools" menu like the desktop or online version. You can get to forms and support by clicking on the menu icon (hamburger icon ) or using the question mark/support icon in the top right for help. Use the ? (Help) icon in the top-right corner to get to FAQs or to connect with a live specialist. Use the "Downloads" or document upload section to add forms, like your W-2s, by taking photos of them or by ‌uploading the files. If you need to delete a form or view your tax summaries, or use specialized tools you will have to log into TurboTax Online in a browser. Click here for How do I use the mobile app? Please return to Community if you have any additional information or questions and we would be happy to help.

DianeW777 · ‎March 11, 2026

The wording on the 1099-Q is to convince the taxpayer to report the form. The IRS does not want extra forms to process. Therefore, IRS Publication 970, Tax Benefits for Education states that nontaxa...

The wording on the 1099-Q is to convince the taxpayer to report the form. The IRS does not want extra forms to process. Therefore, IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. You are supposed to add the form to your tax files along with proof of the rollover, in case the IRS does ask. The IRS knows all the account balances in investments so they can see the movement from the 529 moved to the ROTH when the same social security number is attached to both accounts. NOTE: Starting in 2024, the SECURE 2.0 Act allows unused 529 education savings plan funds to be rolled over into a Roth IRA for the beneficiary, subject to a $35,000 maximum lifetime limit per beneficiary. This provision helps address concerns about over-saving for college by allowing unused, tax-advantaged funds to be used for retirement. @tjwillia02

hanqing1218 · ‎March 11, 2026

I entered valid dates but the error message remains however I tried and cannot continue to next step. There was no info to fill in when I started my business.

tinawilson633 · ‎March 11, 2026

rjs · ‎March 11, 2026

@alexb757 You seem to be replying to different people, but no one can tell who each reply is addressed to unless you state it in your post. All of your posts just appear one after the other in...

@alexb757 You seem to be replying to different people, but no one can tell who each reply is addressed to unless you state it in your post. All of your posts just appear one after the other in what is now a very long, wordy thread. Endlessly repeating essentially the same lengthy message makes it difficult to follow the discussion. As far as the tax on your Social Security is concerned, there is nothing special about the lump-sum payment for the WEP. It's the same as any other lump-sum Social Security payment. There is no "85% method" for taxing Social Security benefits. Each year, anywhere from 0% to 85% of your Social Security benefits is taxable, depending on your other income. What the lump-sum election allows you to do is have the lump-sum payment for a prior year taxed at the same percentage as if it had been reported in the earlier year. But the lump-sum election does not necessarily save you any money. It may be that your 2024 income was high enough that 85% of the 2024 amount would have been taxable if you had reported it in 2024. If your income was high enough in both years that 85% of any Social Security would be taxable each year, the lump-sum election is not going to make any difference. Your tax will be exactly the same whether or not you use the lump-sum election. Even if your 2025 income is higher than your 2024 income, the lump-sum election is not going to save you any money if your 2024 income was already high enough to make 85% of your Social Security taxable. If the lump-sum election does not save any money, it makes absolutely no difference whether the lump-sum box is checked or not. Most of the people who have replied to you in this thread are not TurboTax employees and cannot help you with your concerns about how Full Service works. You could try calling TurboTax support about that. If you still have concerns about the lump-sum election, please state your question succinctly in one post. Everyone who is following this thread will see whatever you post.

DoninGA · ‎March 11, 2026

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued. You complete your tax return by finish...

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued. You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now". After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected. Note - 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. Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return. To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. 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.

jarrodm · ‎March 11, 2026

I have 2 doors to deduct and both of them would cap the 30% up to $250 per line item which should result in a $500 deduction but i'm only getting the first one to count TT isn't calculating the 30 pe...

I have 2 doors to deduct and both of them would cap the 30% up to $250 per line item which should result in a $500 deduction but i'm only getting the first one to count TT isn't calculating the 30 percent on the second one

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Re: Rental Property Depreciation in the desktop version of Premier not working

Re: What is causing form 5329 to be generated. I had in 2024, but shouldn't have in 2025. Excess ...

If the county on my State return does not match the county on my federal return, what should I do to fix this in the online version?

Re: E-file rejection: How to resolve error code F1040-478

Re: Bug in Business edition - Members dropping

Re: Can’t claim tips without a 1099

Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA

I tried to update my 2024 AGI, but it keeps coming up as $0 on subsequent pages, and then gets rejected for that reason.

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Re: Where do I enter deduction for auto loan interest?

Re: Where is the sidebar?

Re: In TurboTax Mac Deluxe desktop: So is anyone else seeing an error when completing form 5695 where you are deducting multiple doors? Only the fist one is counted.

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for Self-employment deduction, re: When did you start using this home office for work? It's stuck with error msg 'this date needs to be on or after start date'

So once the money is sent to Turbo Tax how long before we receive it because I didn’t know I was paying over 100$ for really nothing

Re: lump sum social security payment

Re: Where’s my tax return

In TurboTax Mac Deluxe desktop: So is anyone else seeing an error when completing form 5695 where you are deducting multiple doors? Only the fist one is counted.

Do you have a TurboTax Online account?

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