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March 14, 2026
10:43 AM
Thanks @AnnetteB6 "Conversions can be done at any time and are only associated with the year in which it is done, unlike IRA contributions which are tied to a particular tax year." - I did no...
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Thanks @AnnetteB6 "Conversions can be done at any time and are only associated with the year in which it is done, unlike IRA contributions which are tied to a particular tax year." - I did not know this. So I should clear below shown form about recharacterization? Now let's say I contribute to traditional IRA for 2026 in 2026 and then transfer immediately to Roth. Then 1099-R form for 2026 will have two years worth of contribution? Thank you
March 14, 2026
10:42 AM
theres an issue with turbo tax, it is recycling through all the same questions
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March 14, 2026
10:42 AM
I filed with Jackson Hewett and I didn't know they did file
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March 14, 2026
10:41 AM
When you enter state estimates you have to pick the state from the drop down box. You enter all your state payments on the same screen. Just keep adding more. To enter State Estimated Taxes Pai...
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When you enter state estimates you have to pick the state from the drop down box. You enter all your state payments on the same screen. Just keep adding more. To enter State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button If you made more than 4 payments - at the bottom is + Add another payment
March 14, 2026
10:40 AM
How does someone add or remove projected retirement distribution withholdings from next year's estimated payments calculation? (Turbotax seems to assume the next year withholding amount will be sam...
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How does someone add or remove projected retirement distribution withholdings from next year's estimated payments calculation? (Turbotax seems to assume the next year withholding amount will be same as the current year) I found in the "Est Tax Options" worksheet where a projected withholding amount could be added/removed. Is it safe to do so there, or is there another method inside the interview that should/could instead be used? SE (TT Deluxe Windows Desktop)
March 14, 2026
10:39 AM
If you could add some additional info it would be helpful. What type of capital gains did you have? My question before yours was a rental property installment sale. I'm trying to figure out how to ch...
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If you could add some additional info it would be helpful. What type of capital gains did you have? My question before yours was a rental property installment sale. I'm trying to figure out how to choose which capital gains method to deduct the $2500 or 40%. Any info would help, Thanks
March 14, 2026
10:39 AM
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March 14, 2026
10:38 AM
Please provide your state for us so that we can review for you.
@firedrake123
March 14, 2026
10:38 AM
You are not eligible for a solar credit when purchasing a home with the solar panela already installed.
March 14, 2026
10:37 AM
Did you get a letter from the IRS saying you owe? Do you get Social Security? A common reason for 2024 is answering a SS question wrong and not getting any SS taxable amount on 1040 line 6b
March 14, 2026
10:37 AM
The worksheets allow for one federal, one state and one local. The local does not work and the second state tax form will not allow direct entry of estimated tax payments.
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March 14, 2026
10:37 AM
Is there any way to find my W-2 through TurboTax?
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March 14, 2026
10:37 AM
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March 14, 2026
10:35 AM
This has NOT been fixed, at least not for the online version. Clearing of cache and cookies, deleting form and re-entering, do not solve the issue.
March 14, 2026
10:35 AM
UPDATE MY ACCOUNT
https://ttlc.intuit.com/community/account-updates/help/how-do-i-update-my-turbotax-account-information/00/25927
March 14, 2026
10:35 AM
See this for updating your TurboTax account - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-status/update-turbotax-account-information/L0YoC0H31_US_en_US
March 14, 2026
10:35 AM
can I import Fidelity consolidated statement and all the 1099B forms
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March 14, 2026
10:35 AM
Please explain "something got messed up"---we cannot see your 2024 tax return or any of your information.
DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE sec...
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Please explain "something got messed up"---we cannot see your 2024 tax return or any of your information.
DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return you will get two emails from TurboTax. The first one will say your return has been transmitted; the second one will tell you the IRS has accepted or rejected your federal e-file. If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.
Check your e-file status:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
What does it say in your account? Does it show that the return was accepted? Or does it say something else---like "rejected," "printed," or "ready to mail?”
If you discover or realize that your e-file was rejected, or just never filed, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2024.
You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it. But you can no longer use online software for any further changes.
Start a 2025 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
Online tax preparation and e-filing for 2024 returns is now permanently closed.
Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac (not to a mobile device).Then you need to print, sign and mail it.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe
If you already paid for your online software you can ask customer support for a download of the desktop software.
They are available from 5 a.m. to 9 p.m. Pacific time
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
If you are getting a refund, there is no penalty for filing late. If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe. Only the IRS will calculate this—TurboTax will not calculate it.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
March 14, 2026
10:34 AM
If you are using TurboTax Desktop if lines you should be able to file after following the steps below.
TurboTax Desktop: I advise to follow the steps below, then file your return.
Go to Fo...
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If you are using TurboTax Desktop if lines you should be able to file after following the steps below.
TurboTax Desktop: I advise to follow the steps below, then file your return.
Go to Forms and review the Form 5695
In Forms, change the answers from No to Yes on line 17a, b & c. Then click the box in 17d and/or 21a & b.
After making these changes, I went back to Step-by-Step to again do the Federal Review.
@user17723141501
March 14, 2026
10:34 AM
Click on Switch Products at the lower left of the online program screen. Click on Downgrade