All Posts

No, you're not missing anything. As long as your 1095-A entry includes all of the correct information, you should feel confident in filing your tax return.  As  you indicated the full amount matching the combined 1095-A forms must match the Form 8962 so that any advance premium tax credit (APTC) is accurately reflected, as well as the calculation for any repayment for any excess received.   @markm103 

Can you clarify the situation?   Did you complete your tax return on the TurboTax 2025 Desktop? Can you log into the Desktop? Is there a Monopoly card showing your 2025 tax return? Did you file your return from the Desktop? Why do you want to go to the Online version? @NeedHelp26 

No solutions from TT.  I've spent many hours on the phone with so called specialists and they are clueless.  Two specialists claimed they were going to go to the supervisor and call me back but I was ghosted.  I ended up filing anyhow and will see what happens. Obviously not using TT ever again.

To uncheck the "Received interest payments from a seller-financed mortgage" selection in TurboTax online, follow these steps: 1. Go to the Wages & Income section. 2. Select Interest and Dividends to open that area. 3. Find the relevant entry or question about seller-financed mortgage interest. 4. Change the answer to No or clear the checkbox indicating you received such interest. This will remove the seller-financed mortgage interest from your return.  

Did he receive Social Security disability that was on a SSA1099?   After you entered the SSA1099, the very next screen asked if he lived in certain foreign countries in 2025.  If you skipped past that screen or answered incorrectly, it resulted in a blank line 6b on Form 1040 and in his SS not being taxed correctly.  The IRS is catching this mistake and correcting refunds.

Hello VolvoGirl,   I was able to download and install 2019, 2021, 2022, 2023, 2024 and 2025. Was also able to open all my tax years, not just three.   I did this by connecting toTurbo Tax to verify the License Code, as you mentioned, and was able to download and install each version without any issues, except for the 2020 version.   All I need the is file to install, I have my license, I just cannot find any other way to download the file.   Any suggestions or ideas to get the link to the download?   Thank you so much for responding to my query.    Christina.

I am able to enter a IRS form 1099-R with $0 taxable amount, box 4 blank and box 14 blank.     I am reporting no errors in the Minnesota income tax return.   What distribution code are you displaying?    

You know that it is the same $5k just moved two separate times, but all the TurboTax program has to go on is that there were two separate Form 1099-R entered as part of your return.  So, on screens summarizing your income for information purposes, the program just takes into account that $5k was distributed two separate times under your Social Security number.  Therefore it does look like you have more 'income' for the year than you really do.   The important part is that your Form 1040 is accurate and only the portion of the distributions that should be taxable are being included in your taxable income.     @ConfusedRothConverter 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I always recommend that when reporting employee stock transaction that the information be entered manually, as opposed to importing.   You should enter the information on the 1099-B exactly as it appears on the form, and then adjust the stock price to account for the income reported in box 1 of your W-2.  I don't know why the supplemental information on your 1099-B would have a $.064 Wash Sale listed if it's included on the 1099-B itself.  The amount is so small and it's not on the actual 1099-B, so I would just ignore it (don't report it).     The information you enter for the transaction should transfer to your PA-40 Schedule D.  It should also have the same gain or loss.  If for some reason it does not show the correct adjusted loss of $1.76 you will need to make an adjustment in the state tax section.   Unlike many states, Pennsylvania individual tax returns do not start with federal adjusted gross income (AGI) or federal taxable income.  Instead, each specific class of income has to be reported directly on Form 40.  The ordinary income ($21,067) from the exercise and sale of the NQSO should also have been reported in box 16 of your W-2.  That would then flow to Form 40 line 1a.  The loss of $1.76 should be on line 5.  

To bypass additional service offers in TurboTax 2025  Look for a  "Skip,"  "No Thanks," or  "Continue to Federal/State"  If the screen prevents proceeding, select  "Clear and Start Over" from the menu 

It's not clear why the capital loss carryover transfer did not occur.  It's important to always confirm and check any carryover information. To be sure you capital loss carryover is entered correctly please follow the steps in the link below. How do I enter my capital loss carryover?

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.