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Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

NY State tax refunds can often take longer than federal refunds. You will typically receive your New York State refund within 3-4 weeks or more after your tax return is accepted.    Confirm in TurboTax that your state return was actually accepted, and not just submitted. To do this, log into your TurboTax account, go to your "Tax Home" screen, and look under "Your tax returns & documents" to check your  "program," status. If you used a TurboTax Desktop program you can click on "File" at the top of your TurboTax screen (in the black bar) and then click on "Check E-File Status".   The New York State Department of Revenue is the most accurate place to check  your refund status. You can use this link to check your  New York refund status.   If you still haven't received your refund after 6-8 weeks, you can contact the state directly to check your refund status anytime at 1-518-457-5149 or contact the Department of Taxation and Finance. If you have any additional information to share or additional questions regarding this, please return to Community and we would be glad to help you.  

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

If the IRA contributions summary page shows an "excess accumulation" penalty, it means TurboTax thinks your actual distribution was less than your required distribution. However, Since you did not contribute more than the limit and did not miss your RMD, we'll need to go back to your Form 1099-R entries to ensure TurboTax knows this so that you avoid any penalties.   First, delete the Form 1099-R and also delete any Form 5329:    On the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete Form 1099-R and then delete Form 5329-T (and 5329-S, if applicable)   Now, click back on Income to return to input the Form 1099-R information again:   Go to Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code(s) was used in Box 7, then Continue Continue through until you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Next, you are asked, "How much of this distribution applied to your December 31 RMD?" (Only enter the RMD amount for this account, not your entire RMD amount) If you select "Some", you will need to enter the exact amount of this distribution that applied to your RMD  You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil) The above steps should resolve the incorrect penalty calculation.    Note: You can also tell TurboTax to use one of your accounts to satisfy all of your RMDs if one of your distributions was enough to cover your total RMD by following the above steps and then entering zero (o) as the RMD for your other Form 1099-R entries and answering "No" to, "Did you miss a RMD?".   If the $500 penalty persists, it might be due to an excess contribution penalty of 6% elsewhere, such as from a W-2 (Box 12), if applicable. 

I only have self employment income in USA.  I have a passive interest income from foreign country.  Schedule 1 line 15, 16, and 17 have self employment tax, SEP, and health insurance deductions.  I am taking a standard deduction.   All the adjustments to the income on line 15-17 are definitely tied to my US income and has no relation to foreign income/tax.  Turbotax adds total of line 15-17 to line 3b other deductions in form 1116.   This is where my question is.  Are those deductions non-specific to any income?  If I had W2 with pretax deductions for health insurance and 401K contribution, would they show up here?

I'm not sure if that screen is readable but I am urgently hoping to resolve this. To reiterate, where can I input the percentage of property used as a rental space? I am still unable to find this within the system. Alternatively, can I input the numbers manually and do my own calculation? For example, say the interest paid on the whole property is $50,000. 33% of the property was rented out for 150 days, which is 41% of the year. Therefore, I believe the amount of interest to be expensed on Schedule E would be $50,000 x 0.41 x 0.33 = $6826.50. Then, for the remaining interested to be reported on Schedule A would be $50,000 - $6826.50 = $43,173.50. Is this correct and if so, can I manually input these numbers in Turbo Tax to get around my issue?

probably both state and federal prior-year taxes. They're used to compute any penalty you might have for underpaying estimated taxes. You owe non-resident income taxes to NY because that's where you worked. You owe  MD resident state income taxes because you lived there. On the MD return, you can claim a tax credit for taxes paid to NY on income taxed by both states.  In TurboTax, it's best to do the non-resident states first. 

Great. So, we always intende to create the LLC which we have.  Being in "show business" has always been hit or miss, but setting the LLC up last year was to be able to incur higher start up expenses with the hopes of no flags.  I'm going to hold off all the start-up expenses - the props, costumes, web design, logo - until next year and utilized the $5K rule. What remains is:  Travel to the destination where the show was performed in 2025 (2500mi rt twice) Meals and food. 50% for sure based on the IRS.  Can I take this as legit expenses this year? Or, should I keep those for the "StartUp" for 2026 (in 2027)? I don't want to deal with depreciation, using the car for business, etc., just the travel based on miles. I'd be happy with those as the meals/food was about $890 (Was there  a month with housing provided), but still used the car (not even taking those miles, just the travel for auditions and travel for directing/production). And, yes, the meals meet the 50% requirements based on the Easy form Turbo Tax questions.  This has been most helpful and greatly appreciated. 

You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support to inquire about a refund for your state tax return. You may be able to request a refund for your state tax return that you had to reinstall through the TurboTax website (within 60 days). See this link How do I request a refund for my TurboTax product?     Please return to Community if you have any additional information or questions and we would be happy to help.