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March 7, 2026
2:28 PM
Is there something preventing you from finishing?
March 7, 2026
2:28 PM
I have low income and dividends/capital gains under $200. Turbotax says the Free Edition can be used with "Limited interest and dividend income reported on a 1099-INT or 1099-DIV", and I used it last...
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I have low income and dividends/capital gains under $200. Turbotax says the Free Edition can be used with "Limited interest and dividend income reported on a 1099-INT or 1099-DIV", and I used it last year with the same situation. But this year it's forcing me to upgrade to Deluxe version, which doesn't make sense. How can I continue with the Free Edition and still accurately report my dividends/capital gains?
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March 7, 2026
2:26 PM
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...
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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
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.
March 7, 2026
2:25 PM
It's a simple process to nominee the 1099-NEC to your S-Corporation (form 1120-S). It is, however, a manual process.
Nominee Returns. This is how the IRS knows what you are doing.
Generally...
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It's a simple process to nominee the 1099-NEC to your S-Corporation (form 1120-S). It is, however, a manual process.
Nominee Returns. This is how the IRS knows what you are doing.
Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received). You must also furnish a Form 1099 to each of the other owners.
File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096)
On each new Form 1099, list yourself as the payer and the other owner, as the recipient. On Form 1096, list yourself as the nominee filer, not the original payer. The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner.
The forms filed with the IRS should be the red copy (use the form(s) needed) so if you don't have a color printer, go to the IRS website to fill in and print the forms here: :
Form 1096
Form 1099-NEC
March 7, 2026
2:24 PM
I tried download my W2 and my screen is locked I cannot get past the password ask. What is going on. I do not want to use a password. help
March 7, 2026
2:24 PM
Did you e-file your state 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 ...
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Did you e-file your state 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 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_...
March 7, 2026
2:24 PM
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 1...
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It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. If you are married you have to file a Joint return.
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 If you are looking for the full $46,700 (34,700+12,000) it should be on 1040 line 14. What do you have on 1040 or 1040SR line 13b? See the 1040 ….
March 7, 2026
2:23 PM
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March 7, 2026
2:22 PM
I tried download my W2 and the screen locked at the password screen how do unlock the screen. This is crazy it will not move
March 7, 2026
2:22 PM
I e-filed my 2025 taxes on 3/5. Keep getting text to review and complete. Why am I getting this text
March 7, 2026
2:22 PM
In TurboTax (TT), enter at:
Federal Taxes Tab (Personal for H&B version)
Deductions & Credits
-Scroll down to:
--Education
--ESA and 529 Qualified Tuition Programs (1099-Q)
Because ...
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In TurboTax (TT), enter at:
Federal Taxes Tab (Personal for H&B version)
Deductions & Credits
-Scroll down to:
--Education
--ESA and 529 Qualified Tuition Programs (1099-Q)
Because the student-beneficiary is not your dependent, you do not have to enter the 1098-T. You will be able to enter all the expenses without it. Room and board, books and a computer are also qualified expenses.
The parents (or maybe the student herself) may want/need to enter the 1098-T on their return. See full explanation at:
https://ttlc.intuit.com/community/college-education/discussion/re-my-grandmother-used-money-from-an-education-fund-to-pay-for-my-college-tuition-she-snail-mailed/01/2681449#M47301
March 7, 2026
2:22 PM
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March 7, 2026
2:21 PM
It depends. First, if this is a stipend please review the following.
Stipend: A stipend is a fixed, regular sum of money paid to individuals—often interns, students, or clergy—to cover living o...
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It depends. First, if this is a stipend please review the following.
Stipend: A stipend is a fixed, regular sum of money paid to individuals—often interns, students, or clergy—to cover living or training expenses rather than for specific, hourly work performed. Unlike a salary, it is generally a smaller amount designed to support the recipient while they gain experience or education.
The stipend is not required to be reported as self employment income. Keep the 1099-NEC in the tax file for your son and delete that form from his return (see the link below.
If you're using TurboTax Online software and need to delete a form, click here.
If you're using TurboTax Desktop software and need to delete a form, click here.
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.
@JRB100
March 7, 2026
2:21 PM
Where do I find my taxable railroad benefit in 2024. Line 3 is gross, so I'm not sure where to find the taxable amount or is that it? Thank you
March 7, 2026
2:21 PM
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March 7, 2026
2:19 PM
HOW DO I GET THE ELDERLY EXTRA TAX DEDUCTIONOF $12,000.00
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March 7, 2026
2:19 PM
If you e-filed your state return, you don't need to mail the return in.
If you selected to mail the return rather than print, the instructions will be included in the pdf of your state return. ...
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If you e-filed your state return, you don't need to mail the return in.
If you selected to mail the return rather than print, the instructions will be included in the pdf of your state return. If you saved the pdf, refer to the instructions, and if not, obtain a pdf of the tax return for your records and to view the instructions (For help, see: How do I view, download, or print a prior-year tax return?).
March 7, 2026
2:18 PM
Hi, I'm filing taxes for my wife and I in TurboTax. She contributed to a Roth IRA last year (2025) and our income exceeded the limits, so she is doing a recharacterization of that contribution. Tu...
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Hi, I'm filing taxes for my wife and I in TurboTax. She contributed to a Roth IRA last year (2025) and our income exceeded the limits, so she is doing a recharacterization of that contribution. TurboTax has generated the "Recharacterization Explanation" form on our return but the "Amount Recharacterized" on that form is blank, and I cannot figure out where I have done wrong. These are the steps I've done: 1. On "Select the kinds of IRAs owned or contributed to for 2025.", I've selected Traditional and Roth for myself and Roth for my wife. 2. Completed all the questions that start with "MY traditional IRAs" and "MY traditional Roth IRAs" (I don't believe my IRAs are relevant to the issue) 3. Reached the screen titled "WIFE's Roth IRAs" and answered questions as follows: Was the contribution a repayment of money [wife] previously took out of a retirement plan?: No Was [wife] a member of the military reserves, called to active duty between September 12, 2001 and December 31, 2025, and took money out of his/her retirement plan? No Enter [wife's] regular Roth IRA contributions: $7000 How much of [wife's] contribution to this Roth IRA did [wife] switch, or "recharacterize", to your traditional IRA? $7000 Enter your recharacterization information: 01/01/2025, 03/15/2026, Income Limits, $7100 Did [wife] open any Roth IRAs in 2024 or any previous year? Yes Do you want to track [wife's] Roth IRA basis? No Did [wife] contribute more to a Roth IRA than was allowed in 2024 or any previous year? No Those are all the questions I get. The generated 8606 looks good I think, it has $7000 on lines 1, 3, and 14 and 0 on line 2. But the Recharacterization Explanation form looks like this: Date of the Original Contribution: 01/01/2025 Date of the Recharacterization: 03/15/2026 The Amount Recharacterized: $ The Amount Transferred (Recharacterization plus earnings or losses): $7100. Reason for the Recharacterization: Income Limits Why is the Amount Recharacterized blank? I thought maybe it was pulling from the 1099-R (which I don't have yet) so I put in a sample 1099-R in income but still it is blank. Any idea what I'm doing wrong? Thank you! Edit: The instructions here https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-income/recharacterize-roth-ira-contribution-traditional/L6VoYVkaP_US_en_US indicate I should get a screen for "Roth IRA Explanation Statement". I never saw that?
March 7, 2026
2:16 PM
It depends. If your husband is a union officer or a union employee, then it should be reported as self employment which is the specific designation this form is used for. Be sure to enter any applica...
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It depends. If your husband is a union officer or a union employee, then it should be reported as self employment which is the specific designation this form is used for. Be sure to enter any applicable expenses which will lower the amount that is taxable.
Open or continue your return.
TurboTax Online/Mobile: Search > Type 1099-NEC > Go to 1099-NEC
TurboTax Desktop: Search for 1099-NEC and select the Jump to link.
Follow the onscreen instructions.
When you’re done entering the income, we’ll ask you a few questions.
Be prepared with any direct expenses you may have which will reduce your taxable income.
March 7, 2026
2:14 PM
New Jersey’s Income Tax is a “pay-as-you-go” tax. You must pay the tax as you earn or receive income throughout the year.
If the balance of tax due with your return is more than $400, and you d...
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New Jersey’s Income Tax is a “pay-as-you-go” tax. You must pay the tax as you earn or receive income throughout the year.
If the balance of tax due with your return is more than $400, and you did not pay your required estimated payments, you will be charged interest on the underpayment. This is true even if you pay all the tax due by the return due date.
For estimated tax purposes, the year is divided into four payment periods, each with a specific due date. If your estimated payments are made late, interest charges will be assessed from the due date of the payment(s) to the actual payment date(s). Interest is assessed at the annual rate of 3% above the prime rate.
Please see this New Jersey webpage for more information.
You can choose to let the state calculate the underpayment penalty on the tax return; it would just affect the amount you owe if it isn't paid by the due date of the return. The underpayment penalty for New Jersey is calculated as a separate interest charge at 3% above the prime rate.
TurboTax calculations are guaranteed. See this tax tips article for more information. If you would like to submit a sanitized copy of your tax file for us to test, let us know in this thread.
@ma6878