All Posts
March 15, 2026
6:25 AM
1 Cheer
It is possible that you have downloaded an IRS form 1099-B which reports a purchase date of 'Various'.
The software needs direction as to whether to report a long-term or short-term gain or l...
See more...
It is possible that you have downloaded an IRS form 1099-B which reports a purchase date of 'Various'.
The software needs direction as to whether to report a long-term or short-term gain or loss on the transaction.
In other cases, the provider does not not have or is not required to report a cost basis for the transaction. See whether the cost basis is incorrect or missing.
Review the transaction and see whether information is missing.
March 15, 2026
6:23 AM
Oregon allows you to subtract income from a federal pension, if the employment occurred before October 1, 1991. If you qualify, when you enter your pension into TurboTax, select "Federal government r...
See more...
Oregon allows you to subtract income from a federal pension, if the employment occurred before October 1, 1991. If you qualify, when you enter your pension into TurboTax, select "Federal government retirement benefits" on the "Where is your distribution from?" screen. This will generate the deduction on Schedule OR-ASC of your Oregon return. To go back to your 1099-R entry, go to Wages & Income and edit your 1099-R.
If you have no service before October 1, 1991, you cannot take this subtraction.
Publication OR-PIT-VET
March 15, 2026
6:21 AM
1 Cheer
Thank you! Appreciate your response.
March 15, 2026
6:20 AM
That was not a nice surprise to find. It will impact decision to continue with TT in upcoming years returns. Is there any plan to fix that or add another program? I am sure I'm not the only one that ...
See more...
That was not a nice surprise to find. It will impact decision to continue with TT in upcoming years returns. Is there any plan to fix that or add another program? I am sure I'm not the only one that was highly dependent on using it to calculate FMV on donations.
March 15, 2026
6:20 AM
1. and 3. The lines are blank since TurboTax is using the Taxable IRA Distribution Worksheet according to Pub. 590-B, indicated by the *.
2. Yes, only the gains of $3,627 should be taxable. I l...
See more...
1. and 3. The lines are blank since TurboTax is using the Taxable IRA Distribution Worksheet according to Pub. 590-B, indicated by the *.
2. Yes, only the gains of $3,627 should be taxable. I like to take a look at your return to figure out what is going on.. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online:
From the left menu select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.
The instructions for TurboTax Download:
On your menu bar at the very top, click "Online"
Select "Send Tax File to Agent"
Click "Send"
The pop-up will have a token number
Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.
@ales01
March 15, 2026
6:19 AM
Student loan payments are not deductible on a tax return.
However, student loan interest paid is deductible on a federal tax return up to a maximum of $2,500.
To enter student loan intere...
See more...
Student loan payments are not deductible on a tax return.
However, student loan interest paid is deductible on a federal tax return up to a maximum of $2,500.
To enter student loan interest paid -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Education On Student Loan Interest Paid (Form 1098-E), click the start or update button
March 15, 2026
6:19 AM
I tried again yesterday. Just doing exactly the same thing I did before and it worked. So it's either a system busy easy before like someone suggested or TT applied some kind of a patch and resolve...
See more...
I tried again yesterday. Just doing exactly the same thing I did before and it worked. So it's either a system busy easy before like someone suggested or TT applied some kind of a patch and resolved the issue. Just glad it worked finally.
March 15, 2026
6:18 AM
1 Cheer
Isn't this the reason why we buy TurboTax for the step by step questions. The guide that takes us to places we need to be. We are not supposed to have to figure out tax forms and how to input infor...
See more...
Isn't this the reason why we buy TurboTax for the step by step questions. The guide that takes us to places we need to be. We are not supposed to have to figure out tax forms and how to input information. That is a service that turbo tax says it provides. They are certainly failing this year.
March 15, 2026
6:17 AM
1 Cheer
The response that there is nothing you can do until you guys get around to fixing the issue is an UNACCEPTABLE answer. This is a time dependent process. There has to be an immediate workaround.
March 15, 2026
6:17 AM
We don't know what happened in between there, but the IRS will send a letter explaining the change. You will then be able to respond.
March 15, 2026
6:15 AM
1 Cheer
Based on the situation you described, your entries do look correct for the NC non-resident return.
@Sayed
March 15, 2026
6:14 AM
TurboTax has no control over Federal or State processing of returns.
However, you can check your State status on this site: Check your state tax refund status
March 15, 2026
6:13 AM
Yes, in TurboTax Online Premium, follow these steps to download information from your bank, broker or financial institution:
Click on Federal down the left side of the screen.
Click on ...
See more...
Yes, in TurboTax Online Premium, follow these steps to download information from your bank, broker or financial institution:
Click on Federal down the left side of the screen.
Click on Wages & Income down the left side of the screen.
Scroll down to Investments and Savings and click the down arrow to the right.
Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Click Add investments.
At the screen Save time and connect your financial accounts, click Connect.
At the screen Let's find your account, enter your broker's name.
March 15, 2026
6:11 AM
We can't be sure, but the IRS says that these are Things that can delay a refund:
March 15, 2026
6:11 AM
1 Cheer
The ordinary income from the sale of ESPP shares is shown on Form 1040, typically as part of your wages or compensation income. This amount usually comes from the "bargain element"—the discount you r...
See more...
The ordinary income from the sale of ESPP shares is shown on Form 1040, typically as part of your wages or compensation income. This amount usually comes from the "bargain element"—the discount you received on the stock purchase—and is often included on your W-2. When you enter the ESPP sale details in TurboTax, the program combines your W-2 information and 1099-B sale details to correctly report the ordinary income as compensation on your tax return. The gain that is not ordinary income is reported as capital gain on Schedule D or Form 8949 depending on the holding period. However, the portion considered ordinary income appears with your wages on Form 1040.
@NGJ
March 15, 2026
6:09 AM
Thanks for the follow up, but I knew to do that. I’ve transmitted my return, and it’s been accepted.
March 15, 2026
6:09 AM
I was able to follow the steps above and report code L in column F of the IRS form 8949.
Under What type of investment did you sell, try entering Personal items when you report the loss.
...
See more...
I was able to follow the steps above and report code L in column F of the IRS form 8949.
Under What type of investment did you sell, try entering Personal items when you report the loss.
@lech
March 15, 2026
6:07 AM
On Form 4825, taxable agricultural payments do not have to be less than or equal to zero. There are some agricultural payments that are taxable and some are not. Some of the most common taxable pro...
See more...
On Form 4825, taxable agricultural payments do not have to be less than or equal to zero. There are some agricultural payments that are taxable and some are not. Some of the most common taxable programs are the Conservation Reserve Program (CRP), Environmental Quality Incentives Program (EQIP), disaster payments, and Market Facilitation Program payments. There are some payments that are not taxable are payments for cost-sharing, like for qualified soil and water conservation expenses.
These payments are reported on Form 1099-G, "Certain Government Payments, if TurboTax shows that your payments are not taxable, if could be how you entered your payment information. To go back and review your entries:
Go to Income and Expenses
Other Common Income
Other 1099-G Income.
Select "Yes" to "Did you receive any of these payments on Form 1099-G?"
Enter the payment amount in Box 6.
Review to see what type of payment you selected
March 15, 2026
6:07 AM
Topics: