All Posts
March 8, 2026
11:19 PM
You must mean the identity protection pin (6-digits and not the filing pin self-selected 5 digits) which changes every year. You should have gotten a notification from the IRS but you can find it he...
See more...
You must mean the identity protection pin (6-digits and not the filing pin self-selected 5 digits) which changes every year. You should have gotten a notification from the IRS but you can find it here.
IP PIN
March 8, 2026
11:15 PM
1 Cheer
1) line AJ is for excess business losses which TurboTax does not handle IRS Form 461. TurboTax entry not needed
.
Who Must File File Form 461 if you’re a noncorporate taxpayer (including a trust...
See more...
1) line AJ is for excess business losses which TurboTax does not handle IRS Form 461. TurboTax entry not needed
.
Who Must File File Form 461 if you’re a noncorporate taxpayer (including a trust subject to tax under section 511) and either (i) your net losses from all of your trades or businesses are more than $313,000 ($626,000 for taxpayers filing a joint return), or (ii) you would report a loss of more than $156,500 on any one of Form 461, lines 1 through 8.
so you may not have to file this form and thus can still e-file
IRS FORM and INSTRUCTIONS
if required, then your return will have to be mailed since there is no way to attach the form to the TurboTax return.
code N - entry not needed for info purposes only
Code N. Business interest expense (BIE). For tax years beginning after November 12, 2020, the partnership will report your share of the partnership’s deductible BIE for inclusion in the separate loss class for computing any basis limitation (defined in section 704(d) and Regulations section 1.163(j)-6(h)). This information is necessary if your losses are limited under section 704(d). Deductible BIE is reported elsewhere on Schedule K-1 and the total amount is reported here for information only and was already included as a deduction on another line of your Schedule K-1. Included in the code N information is a statement providing the allocation of the BIE already deducted by the partnership by line number on Schedule K-1. Any EBIE not deductible under section 163(j) will be included in box 13, code K, for inclusion in the basis limitation and isn’t reported here. See Worksheet for Adjusting the Basis of a Partner’s Interest in the Partnership for additional information about computing the loss limitation.
20Z enter just the income or loss. This is so that TurboTax will later prompt you to re-enter the numbers to compute any QBI/199A deduction or loss carryover.
March 8, 2026
11:12 PM
I am running into an issue with Pensions, Annuities, and IRAs WKs of my NJ return (TP: Part D, Line 2 is too small). For context, I had a 401k started for an internship I did and when it ended after a...
See more...
I am running into an issue with Pensions, Annuities, and IRAs WKs of my NJ return (TP: Part D, Line 2 is too small). For context, I had a 401k started for an internship I did and when it ended after a couple of months I rolled that money over to an IRA. I tried to input zero in the field and I double checked to ensure my 1099-R was labeled as a rollover in Box 7, but I still can't proceed. Any thoughts on how to remedy this issue?
Topics:
March 8, 2026
11:11 PM
The website keeps asking me to continue my return, whwn I've already filled in everything, paid and downloaded documents. How do I know they've been filed? I have a confirmation for payment but not ...
See more...
The website keeps asking me to continue my return, whwn I've already filled in everything, paid and downloaded documents. How do I know they've been filed? I have a confirmation for payment but not filing.
Topics:
March 8, 2026
11:10 PM
I was able to import, but Turbo Tax 2025 does not ask if it is mine or Spouse' 1099B. I tried to correct it through Edit, but there's no option to change it either. Only way to change it seems to b...
See more...
I was able to import, but Turbo Tax 2025 does not ask if it is mine or Spouse' 1099B. I tried to correct it through Edit, but there's no option to change it either. Only way to change it seems to be updating it directly on Capital Asset Sales Worksheet selecting under the Forms.
March 8, 2026
11:06 PM
The date of "place in service" in state tax return isn't correctly imported from the federal tax return.
Topics:
March 8, 2026
10:57 PM
Topics:
March 8, 2026
10:52 PM
Try on Monday. Their servers may be down for maintenance.
March 8, 2026
10:51 PM
TurboTax does not allow pennies in estimates. Why fool around with pennies in the first place? However, after printing, you can cross out what was printed and enter anything you want. You also have...
See more...
TurboTax does not allow pennies in estimates. Why fool around with pennies in the first place? However, after printing, you can cross out what was printed and enter anything you want. You also have the option of signing up for Direct Pay, where you can have the IRS automatically deduct from your bank account or charge a credit card (fees mnay apply for CC) for the amount specified on the date you specify.
March 8, 2026
10:44 PM
If it's your adjusted gross income that is the issue, did you file after 10/15/2024? - then try zero. if you amended the IRS requires the AGI from the original return. This is a public forum, so for...
See more...
If it's your adjusted gross income that is the issue, did you file after 10/15/2024? - then try zero. if you amended the IRS requires the AGI from the original return. This is a public forum, so for a different issue we would need the reject code or message. Some versions of TurboTax online do not include support. You would have to pay.
TurboTax support
5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact
800-446-8848
March 8, 2026
10:40 PM
I'm a NY State resident (unfortunately) and my W2 has in box 14 for IRC125 $5034 listed. But I only contributed $3300 in my 2025 employer FSA account (used it all by the way in year 2025). What ...
See more...
I'm a NY State resident (unfortunately) and my W2 has in box 14 for IRC125 $5034 listed. But I only contributed $3300 in my 2025 employer FSA account (used it all by the way in year 2025). What could the additional difference of $1734 be for? If FSA is supposed to be tax free for medical expenses (Feds not taxing apparently), why does NY tax it? I want to make sure that I don't submit an amount for IRC125 that will tax me, when maybe I shouldn't be taxed for some or all of it? Thank you. Frank S. Avayatech
March 8, 2026
10:38 PM
as long as you can't or don't claim the FEIE, the compensation counts for purposes of a ROTH contribution.
You can also claim any foreign tax credit.
March 8, 2026
10:33 PM
Topics:
March 8, 2026
10:33 PM
leave the state ID blank, but you do need to report any income, even if you did not receive a 1099 or W-2.
March 8, 2026
10:31 PM
Check your IRS transcript. You'll create a nightmare for yourself using that $500 per since it seems wrong or may include FICA taxes, which are not the same as Federal/ State withholding taxes. There...
See more...
Check your IRS transcript. You'll create a nightmare for yourself using that $500 per since it seems wrong or may include FICA taxes, which are not the same as Federal/ State withholding taxes. There shouldn't have been any withholding if you were an independent contractor, while if you were an employee, you should have received a W-2, which should have included the commissions. You could have been a special category - statutory employee. They get a W-2
The IRS statutory employee definition is limited to the following categories:
Drivers who are an agent of the employer or paid on commission to distribute beverages other than milk, or meat, vegetables, fruit or bakery products. This category also includes drivers who pick up and deliver laundry or dry cleaning.
Full-time life insurance sales agents who work primarily for one life insurance company selling life insurance or annuity contracts.
Individuals who work from home on materials or goods supplied by the employer that must be returned to the employer or a person named by the employer. The employer also provides specifications for the work to be done.
Full-time traveling or city sales people whose principal business activity is working on one employer’s behalf turning in orders from wholesalers, retailers, contractors, or operators of hotels, restaurants and other similar establishments. The goods sold must be merchandise for resale or supplies for use in the buyer’s business operation.
For such an employee, FICA taxes are withheld, but generally not income taxes
Consider seeking professional help. As an employee, your employee expenses are not deductible. As an Independent contractor or statutory employee, your business expenses are deductible. Also, if your company did not file a W-2 or 1099 with the government, then the IRS will likely deny you credit for any withholding taxes you claim.
You'll need to create an account to access your IRS transcripts and other records.
https://www.irs.gov/
March 8, 2026
10:29 PM
Thank you analogue, this was a helpful set of steps. I found with your recommendation a step I had missed and now the worksheet is calculating correctly and it is included in the PDF file you get whe...
See more...
Thank you analogue, this was a helpful set of steps. I found with your recommendation a step I had missed and now the worksheet is calculating correctly and it is included in the PDF file you get when printing for records right before executing the efile process. Thank you for sharing this workflow detail!
March 8, 2026
10:19 PM
i live in Florida
Topics:
March 8, 2026
10:15 PM
I'm filing jointly with my spouse. When I import Spouse' 1099-B, Turbo Tax would not ask if it is for me or for my spouse. After I import it, if I look at the Capital Asset Sales Worksheet, it's u...
See more...
I'm filing jointly with my spouse. When I import Spouse' 1099-B, Turbo Tax would not ask if it is for me or for my spouse. After I import it, if I look at the Capital Asset Sales Worksheet, it's under my SS# and both of our names. How do I separate it? There is option to change the ownership for DIV & INT, but not for 1099-B. Only way to update seems to be going to Forms and directly update Capital Asset Sales Worksheet. This is odd. and seems like Turbo Tax needs to correct this.
March 8, 2026
10:14 PM
Tracking my refund
Topics: