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You will enter it as an IRS form 1099-R.  In TurboTax Online, follow these steps:    Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income.... See more...
You will enter it as an IRS form 1099-R.  In TurboTax Online, follow these steps:    Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click on the down arrow to the right of Retirement Plans and Social Security. Click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R). At the screen Who is this form from?, select  Office of Personnel Management (CSA 1099-R). Select Yes at the screen Were you under your minimum retirement age.   The income is reported on line 1h of the IRS form 1040.   @user17734332772 
You can print your California return and mail it.  How do I file my return by mail?   How do I contact TurboTax?   @SoCalGal40 
If the error continues, you can print your California return and mail it.  How do I file my return by mail?   How do I contact TurboTax?   @SoCalGal40 
No, I am not saying that you can skip all the menus and edit the forms directly.   Not every field on every form can be entered manually in Forms mode without affecting the ability to electronica... See more...
No, I am not saying that you can skip all the menus and edit the forms directly.   Not every field on every form can be entered manually in Forms mode without affecting the ability to electronically file.  But, if there is a corresponding input item in the step-by-step mode, you can generally edit it in Forms mode.  The key is that you must be editing the exact field that corresponds to the input from step-by-step, which can be tricky to find.     In the instructions for the home office calculation above, the input that needed to be made was done in a smart worksheet embedded in the Form 8829.  It was not editing or adding to Form 8829 directly so it did not require an override.  Overrides do disallow electronic filing.   @user17735820217 
Try clearing you cache and deleting cookies, then log back into TurboTax.  You can also try logging into TurboTax with a different browser.   Also, make sure to answer all of the questions abou... See more...
Try clearing you cache and deleting cookies, then log back into TurboTax.  You can also try logging into TurboTax with a different browser.   Also, make sure to answer all of the questions about your military service in the My Info section of TurboTax.
In Georgia, the deductibility of COBRA health insurance premiums for state income tax follows state laws, which generally align with federal treatment for the subsidy portion. The COBRA premium subsi... See more...
In Georgia, the deductibility of COBRA health insurance premiums for state income tax follows state laws, which generally align with federal treatment for the subsidy portion. The COBRA premium subsidy itself is typically not included as taxable income and thus not deductible as a premium cost. For the non-subsidized portion—the premiums you actually pay out-of-pocket—these may be deductible as part of your medical expenses if you itemize deductions, similar to federal rules. However, Georgia does not provide a specific additional deduction for health insurance premiums beyond what federal itemized deductions allow. Therefore, on your Georgia state return, you can potentially include the non-subsidized COBRA premiums you paid as part of your deductible medical expenses if you itemize. The subsidized part generally is not deductible since you did not bear that cost.   @iibarguen 
It seems like you tried all the troubleshooting steps.  If your problem continues, you can print your return and mail it.   How do I file my return by mail?   How do I contact TurboTax? @So... See more...
It seems like you tried all the troubleshooting steps.  If your problem continues, you can print your return and mail it.   How do I file my return by mail?   How do I contact TurboTax? @SoCalGal40 
Can I file a final tax return marked "fiscal" for 2025  when the estate activity spans two calendar years?    I am the executor of my mom's small estate Mom died April 28, 2025 There is $14,000 i... See more...
Can I file a final tax return marked "fiscal" for 2025  when the estate activity spans two calendar years?    I am the executor of my mom's small estate Mom died April 28, 2025 There is $14,000 in the estate checking account with no interest earned Estate has less than $600 income  On March 19, 2026, I will distribute $14,000 in the estate checking account to myself as the only heir. This is the only thing left to do.    Can I then file a  1041 for 2025 marked "fiscal"  and "initial" and "final"?     I notice that the Turbo Tax query screen asks for the "ending month." It doesn't use the actual specific date of death (April 28, 2025) for the start of the fiscal year. When I input "March" as the "Ending Month" the form prints out April 1, 2025 to  March 31, 2026 as the fiscal year.    I realize that no return is required but I've heard the IRS might send a letter if you don't have a "final" return.   Any help would be appreciated!
I literally tried everything but I can't communicate with State Treasury. In system it says "If it has been more than 8 weeks, resubmit a copy of your information.". Does it mean resend tax form by t... See more...
I literally tried everything but I can't communicate with State Treasury. In system it says "If it has been more than 8 weeks, resubmit a copy of your information.". Does it mean resend tax form by turbotax? Do you think is it gonna be problem to send a request again with my same informations bc there is no any other possibilities?
Yes, you can qualify for QBI with other criteria without taking the safe harbor. In fact, if you select No on the Safe Harbor screen, TurboTax will ask if you'd like to qualify as a business next. Th... See more...
Yes, you can qualify for QBI with other criteria without taking the safe harbor. In fact, if you select No on the Safe Harbor screen, TurboTax will ask if you'd like to qualify as a business next. That qualification is easier to get but more open to audits by the IRS; you lose the "safe" part of the safe harbor. Be sure to keep good records and include them with your other tax documents.
This error is generally because your software is not updated.  First try correcting this by:   Update your Software:  Select Check for Updates in the Online menu Run as Administrator:  Right-... See more...
This error is generally because your software is not updated.  First try correcting this by:   Update your Software:  Select Check for Updates in the Online menu Run as Administrator:  Right-click the TurboTax icon Choose Properties Go to the Compatibility tab Select Run this program as an administrator Check System Time:  Ensure your computer's date and time are accurate, as discrepancies can cause secure handshake failures with the IRS. Clear Cache:  For business products, try clearing the "Electronic Filing" cache Firewall/VPN:  Temporarily disable VPNs or antivirus software during the update and filing process.  If the error continues, you can print your return and mail it.  How do I file my return by mail?   How do I contact TurboTax?   @SoCalGal40
My husband lost his job in 2024 that he had 401k with.  In 2025 he withdrew all of his 401k from the previous employer's plan, so that plan is now at zero dollars. He has a new job with NO 401k. Turb... See more...
My husband lost his job in 2024 that he had 401k with.  In 2025 he withdrew all of his 401k from the previous employer's plan, so that plan is now at zero dollars. He has a new job with NO 401k. Turbo Tax has brought up that it's not too late (have until 4/15/26) to start a Traditional IRA that could help us deduct $8000 off of the 2025 taxes. However, when going through the prompts it said we didn't qualify because it thinks he has a 401k already because he withdrew from the original, but he does not since his new employer does not offer it and the old one is at zero. What do we do? Thanks!
I am using the TurboTax Full Expert Service, but my assigned expert failed to show up for our scheduled meeting and is now completely unreachable. I also tried contacting them via the chat feature, b... See more...
I am using the TurboTax Full Expert Service, but my assigned expert failed to show up for our scheduled meeting and is now completely unreachable. I also tried contacting them via the chat feature, but have received no response. I am extremely frustrated and need to complete my tax filing immediately. Please address this issue as a matter of urgency. Yuki  [email address removed]
To clarify!!! You do not need to provide a child in an LLC a W2 as long as it is under that years standard deduction 2024 is $14600. You do NOT need to pay the Social Security tax ecj, as that is the... See more...
To clarify!!! You do not need to provide a child in an LLC a W2 as long as it is under that years standard deduction 2024 is $14600. You do NOT need to pay the Social Security tax ecj, as that is the point of employing your dependent children. You do need to keep records of their work/pay. 
Second update - after a while I got an email/text stating that my return was accepted. Whew! Thanks for your help. I believe I got that error message because after I printed my amended return the scr... See more...
Second update - after a while I got an email/text stating that my return was accepted. Whew! Thanks for your help. I believe I got that error message because after I printed my amended return the screen prompted me to mail it, so I hit the back button. Just confusion, hopefully I'm done. 
Are you saying you can completely skip all the menus and simply edit the forms directly, without losing the ability to e-file?   That was not my experience, but maybe there was a lingering effect f... See more...
Are you saying you can completely skip all the menus and simply edit the forms directly, without losing the ability to e-file?   That was not my experience, but maybe there was a lingering effect from when I first tried to enter the home office deduction.   The same thing happened in another menu on the state return, and I ended up having to give up a $70 tax break that I would have easily gotten by filling out the form manually.    Unfortunately in that case the form was automatically activated by Turbotax so editing it directly was never an option.   Unfortunately the only solution I can think of to these problems is to use a different tax product.   IRS rules are challenging enough without also having to resolve Turbotax bugs and idiosyncrasies.
If your son has his own Form 1095-A because he purchased health insurance through the marketplace, TurboTax may not list him directly when entering 1095-A info if he is claimed as your dependent. In ... See more...
If your son has his own Form 1095-A because he purchased health insurance through the marketplace, TurboTax may not list him directly when entering 1095-A info if he is claimed as your dependent. In this case, you should select that the 1095-A is not for you or your wife, then follow the instructions to enter the information as it applies to your son.   To enter Form 1095-A for your dependent son in TurboTax and associate the coverage correctly, follow these steps: 1. Go to the Health Insurance section in TurboTax. 2. Choose to Add a 1095-A. 3. When asked, select that the form is not for you or your spouse. 4. Indicate that the health plan is shared with a dependent. 5. Enter your son's Social Security number as the recipient. 6. Enter the months he was covered by the marketplace plan. 7. Enter the amounts from columns A, B, and C on your son's 1095-A form. 8. TurboTax will then ask you to allocate the premium percentages between you and your son for tax credit purposes. Agree on the share percentage you’ll claim. This ensures TurboTax correctly applies the Premium Tax Credit and coverage information for your son, even though he is a dependent on your return.
To report that you materially participated and claim the "other passive exception," be sure you have checked all three boxes on Schedule E in TurboTax Desktop using Forms Mode: Line C Active Par... See more...
To report that you materially participated and claim the "other passive exception," be sure you have checked all three boxes on Schedule E in TurboTax Desktop using Forms Mode: Line C Active Participation Line D Material Participation Line G Other passive exceptions.   This designation may or may not change your tax liability, depending on other factors present on your return.   @strental 
SmartCheck (TurboTax 2025) shows the date sold cannot be in 2026. This was not an issue in TurboTax 2024. The problem arises from earnings earned and reported in 2025, but distributed in 2026. Turbo... See more...
SmartCheck (TurboTax 2025) shows the date sold cannot be in 2026. This was not an issue in TurboTax 2024. The problem arises from earnings earned and reported in 2025, but distributed in 2026. TurboTax support said to change the date (12/31/2025, e.g.).