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March 7, 2026
6:37 AM
I just had a major breakthrough....in the state forms section there is an interest/dividend workbook...there is a list at the top with radio buttons to make a line item state tax free...on the right ...
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I just had a major breakthrough....in the state forms section there is an interest/dividend workbook...there is a list at the top with radio buttons to make a line item state tax free...on the right there is a slide bar that is dimmed (confused me into thinking there wasn't any more data)... but slide that tab to reveal the rest of the line items and check them individually. The discription field is in micro print so you need to match numbers to find the relevent ones. Note to self next year --- please don't forget this...
March 7, 2026
6:36 AM
1 Cheer
As long as you qualify to make the Qualified Charitable Deduction and transfer your retirement plan distribution directly to a qualified charity, then you should see a follow-up question asking about...
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As long as you qualify to make the Qualified Charitable Deduction and transfer your retirement plan distribution directly to a qualified charity, then you should see a follow-up question asking about this transfer after you have entered the Form 1099-R reporting the distribution.
You should not need to file a paper return to make this designation. TurboTax can handle this for you.
Take a look at the following TurboTax help article to learn more:
What is a Qualified Charitable Distribution?
March 7, 2026
6:35 AM
hmm.... appreciate the reply! I see $10k in line 18, that is labeled "Used for Credit" across all the worksheet lines. I'm not sure why since I paid all expenses out of the 529. I'm also learn...
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hmm.... appreciate the reply! I see $10k in line 18, that is labeled "Used for Credit" across all the worksheet lines. I'm not sure why since I paid all expenses out of the 529. I'm also learning more about using 529 funds to pay for everything (what i did) vs paying $4k out of pocket for some expenses and receiving the tax credits later. So besides TT being very confused on this whole setup, I'm also seeing that i probably screwed up by paying the full expenses from the 529 instead of taking advantage of the tax credit. investigating... Final thought, its complicated, but preferably - I paid for software to make this easy for me and its not helping.
March 7, 2026
6:34 AM
I think that this is the link for 2025: https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/usgo-2025.pdf
March 7, 2026
6:32 AM
Yes, this income would be taxable on your tax return. The entry will depend on what kind of document you received. The instructions below show how to this income.
Reporting: Taxable, non-W-2 st...
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Yes, this income would be taxable on your tax return. The entry will depend on what kind of document you received. The instructions below show how to this income.
Reporting: Taxable, non-W-2 stipends are usually reported on Form 1040, Schedule 1, Line 8r as "Scholarships and grants not reported on Form W-2".
To enter scholarships, grants, stipends (With or without a 1099 or a 1098-T):
Click on the Deductions & Credits
Scroll down to Education (if Education is not there, click on Check for more tax breaks).
Select Expenses and Scholarships (Form 1098-T).
On the Do you want to enter your higher education expenses? screen, select Yes.
Continue with the onscreen interview until you get to the Add any other financial aid screen.
Enter the amount of the stipend in the box Other scholarships, grants, or fellowships
This will be show on Schedule 1, line 8r, then carried with any other entries to the 1040.
March 7, 2026
6:31 AM
I am self employed and have a solo 401K at Fidelity. I am 61 years old. Therefore, the maximum of 401K contribution should be $34,750 for 2025. However, turbo tax still shows my maximum contribution ...
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I am self employed and have a solo 401K at Fidelity. I am 61 years old. Therefore, the maximum of 401K contribution should be $34,750 for 2025. However, turbo tax still shows my maximum contribution is $31,000. It does not know that for people of age between 60 and 63, the catch up is 11,250 instead of 7,500.
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March 7, 2026
6:30 AM
1 Cheer
@mpscalise IF it asks about a 403(b) then you are improperly entering that form as a plain 1099-R. Delete that 1099-R and try again During the initial entry steps, you need to select the box f...
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@mpscalise IF it asks about a 403(b) then you are improperly entering that form as a plain 1099-R. Delete that 1099-R and try again During the initial entry steps, you need to select the box for a CSA-1099-R. Then, the RMD is whatever $$ amount is in box 1. ____________________ Then carefully, for a follow-up question...that asks about the taxable amount....If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5... you need to answer YES if you want the box 2a amount to be taxable. If box 2a is empty.....only then do you answer with a No.. _______________________________
March 7, 2026
6:30 AM
Thank you! This is creating a lot of confusion this year!
March 7, 2026
6:28 AM
If you are referring as to whether your distribution is the full amount of your required minimum distribution (RMD), you must check with your plan administrator. Usually, they are distributing the fu...
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If you are referring as to whether your distribution is the full amount of your required minimum distribution (RMD), you must check with your plan administrator. Usually, they are distributing the full amount required. The link below will allow you to calculate it if you choose.
RMD Calculator and you can use the publication 590-B provided above.
Be sure to enter your required minimum distribution (RMD) for each 1099-R, and do not include the total RMD in only one 1099-R entry. This is what the statement is saying and as indicated, the RMD must be taken for each account. Generally, your plan administrator will automatically calculate this for each account based on your age.
Note: Do not include the RMD for other retirement accounts you my have. RMDs for other accounts should be entered separately.
March 7, 2026
6:26 AM
I've been a loyal TurboTax customer for 30+ years. Working on my 2025 taxes and ready to enter my non-cash donations into ItsDeductible and find that the service has been shut down. I was already...
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I've been a loyal TurboTax customer for 30+ years. Working on my 2025 taxes and ready to enter my non-cash donations into ItsDeductible and find that the service has been shut down. I was already frustrated by the program telling me I needed to upgrade to Premier to handle 1099-B forms (which Deluxe always handled just fine). Looks like that was a bug -- after updating the software and starting my taxes over, that notification is no longer there. But only after numerous other long-time customers paid for the upgrade. That's a serious breach of trust. But suddenly retiring ItsDeductible is far more serious. Intuit made that mistake in 2022, realized they'd made a mistake and corrected course. But here we are a few short years later and they make the same mistake again? What the F is going on at Intuit? Is there a department lacking adult supervision? (My guess is that there's a short-timer in an executive position who's going to take a fat bonus for saving Intuit money for retiring the service and then moving on to another employer -- that clown won't be around next year when next year's execs are wondering why TurboTax revenue is down. As far as that clown is concerned, it'll be Someone Else's Problem.) I'm using a different solution next year.
March 7, 2026
6:24 AM
it's only "Free" if you qualify for that version, sounds like your situation added some form(s) only supported by the Deluxe version. https://turbotax.intuit.com/personal-taxes/online/free-editio...
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it's only "Free" if you qualify for that version, sounds like your situation added some form(s) only supported by the Deluxe version. https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp#seeIfYouQualify or you may have added some services you can review fees and remove stuff here - avoid the refund processing gimmicks like Pay With My Refund ($40 fee) or "Up To 5 Days Early Refund Delivery" etc - I don't think they are worth additional fees https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US you can only print the full return once you've paid for the service. but you can review your 1040 and Schedule 1/2/3 online anytime. https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US if the way they price it doesn't work for you then you can explore other options to file for free or lower cost like FreeTaxUSA, see https://apps.irs.gov/app/freeFile/browse-all-offers/
March 7, 2026
6:20 AM
Form 1040-X is available in all versions of TurboTax. First wait to see if your return was accepted or rejected.
Accepted: An amended return must be completed to make the corrections.
Rejecte...
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Form 1040-X is available in all versions of TurboTax. First wait to see if your return was accepted or rejected.
Accepted: An amended return must be completed to make the corrections.
Rejected: Make the change before you resubmit your return through e-file.
If it was accepted you can amend your tax return using the information below. The amended Form 1040-X will be ready later this month. The IRS is not willing to accept amendments until later in the tax season. Uses the links below for assistance and readiness.
Tax Form Availability
How to Correct Federal Tax Returns
Amend a tax return for the current tax year
@mscaprese
March 7, 2026
6:20 AM
I efiled February 13, 2026 and according to turbo tax my efile was accepted by IRS. IRS website says same. Accepted but never went past that. No refund approved. No refund after 21 days. Finally got...
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I efiled February 13, 2026 and according to turbo tax my efile was accepted by IRS. IRS website says same. Accepted but never went past that. No refund approved. No refund after 21 days. Finally got through to a human at IRS March 6 and was told they have a record of a rejected claim January 31 (waited for turbo to fix glitch with energy claim) but nothing efiled for February 13. Explained to her that I’m looking at IRS website that says claim accepted and she said all I can say is what I’m seeing. Was on with customer service for turbo for an HOUR trying to get the girl to understand my problem. I was given a tracker number from her to give to the IRS if I can ever get a human on the phone again on Monday. Any recommendations? This is nuts. Before anyone asks, all my information is correct (ie social, amount of refund)
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March 7, 2026
6:20 AM
Put it in a one item...you can enter the description as "10 Polo Shirts", and a single total$$
March 7, 2026
6:19 AM
Since you only sold one item at a gain, this is a capital asset sale.
Navigate to: Income > Investments and Savings > Ticketmaster Personal item sales (1099-K) > Review. Now fill out the inform...
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Since you only sold one item at a gain, this is a capital asset sale.
Navigate to: Income > Investments and Savings > Ticketmaster Personal item sales (1099-K) > Review. Now fill out the information, which will include the date you bought and sold the tickets to determine if the gain is short term or long term, the cost, and proceeds. The expenses of the sale are entered on the screen Let us know if any of these situations apply to this sale that appears after the basic entry described was completed.
March 7, 2026
6:18 AM
@JulieYTu WHICH tax form???? If it's a W-2, and you don't pay any local/city income taxes...then make boxes 18, 19, 20 totally blank. no numbers, no letters, no zero's....just blank. Sa...
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@JulieYTu WHICH tax form???? If it's a W-2, and you don't pay any local/city income taxes...then make boxes 18, 19, 20 totally blank. no numbers, no letters, no zero's....just blank. Same thing for boxes 17, 18, 19 on a 1099-R form...blank
March 7, 2026
6:16 AM
I found this older community thread that seems to be the same problem - https://ttlc.intuit.com/community/state-taxes/discussion/ma-state-tax-due-calculation-in-tt-as-part-year-resident-is-not-accu...
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I found this older community thread that seems to be the same problem - https://ttlc.intuit.com/community/state-taxes/discussion/ma-state-tax-due-calculation-in-tt-as-part-year-resident-is-not-accurate/00/2533671/message-id/118549
March 7, 2026
6:15 AM
This explanation FAQ could also be helpful to lead you to the questions. It's important to read each screen to make the proper selections.
How do I enter qualified charitable distributions?
...
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This explanation FAQ could also be helpful to lead you to the questions. It's important to read each screen to make the proper selections.
How do I enter qualified charitable distributions?
@nittanylion
March 7, 2026
6:15 AM
"I rolled over 150,000 of the 200,000, and the remaining 50,000 is taxable." That's incorrect. A rollover consists first of the taxable portion of the distribution. (26 U.S. Code § 402(c)(2)) ...
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"I rolled over 150,000 of the 200,000, and the remaining 50,000 is taxable." That's incorrect. A rollover consists first of the taxable portion of the distribution. (26 U.S. Code § 402(c)(2)) That means that the rollover consisted of the $50,000 taxable portion plus $50,000 of the nontaxable portion, making the entire distribution nontaxable.
March 7, 2026
6:13 AM
If the percentage of time that the home office is used for your business is not captured as you go through the questions for the home office, then the end result could be that the office is disallowe...
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If the percentage of time that the home office is used for your business is not captured as you go through the questions for the home office, then the end result could be that the office is disallowed.
Go back through your Schedule C home office section to be sure that question was not missed. Then, if the problem persists, you can use the following steps if you are using a desktop version of TurboTax:
Click Forms in the upper right corner.
Look for Form 8829 on the left side of the screen under Schedule C and highlight this form.
Scroll down the page to the section titled Line 8 Calculation Smart Worksheet. It will have a box around it.
Type 100 in the box on line B. If you did not use your home office 100% of the time for your business, but you also performed work in other locations, then enter the appropriate percentage of time for your situation.
This will then calculate the home office deduction.