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The Gain/Loss for EACH TRANSACTION is NOT calculated in the tax return. Only the TOTAL gain/loss for all crypto transactions is reported under codes H and K, which was summarized on the cover page of... See more...
The Gain/Loss for EACH TRANSACTION is NOT calculated in the tax return. Only the TOTAL gain/loss for all crypto transactions is reported under codes H and K, which was summarized on the cover page of my Fidelity 1099-DA. The 1099-DA transaction detail pages say these are noncovered digital assets so the info reported to the IRS does NOT include "cost basis, acquisition date and holding period", even though all this data is included in the 1099-DA sent to me. The only thing not included in my 1099-DA is the gain/loss for each sale. I have researched numerous sources and they all say I still must calculate this myself.  Makes no sense - if I mail the 1099-DA with all the cost data, acquisition date and holding period, the IRS has all the support data it needs if an audit were required. 
    I am having the exact same issue!  The Turbo Tax team could not help me and its a lot of money difference (over $10,000 in deductions missed) I am going to have to hand do the 1040X at this po... See more...
    I am having the exact same issue!  The Turbo Tax team could not help me and its a lot of money difference (over $10,000 in deductions missed) I am going to have to hand do the 1040X at this point!  GRRR
If you don't think your taxes have been filed, I suggest you go back through the filing process.  Be sure that your original copy wasn't rejected. If it was rejected, correct the issue. If... See more...
If you don't think your taxes have been filed, I suggest you go back through the filing process.  Be sure that your original copy wasn't rejected. If it was rejected, correct the issue. If you've already paid, we will not charge you again. If your returns have been filed, the IRS will reject the new copy.
Please contact our customer service for assistance at 1-888-829-8608.  
In 2025, I did several IRA rollovers.  They were always same-kind rollovers (e.g., Traditional IRA to Traditional IRA, Roth IRA to Roth IRA) and they were always from Schwab to Fidelity.  No 1099-Rs ... See more...
In 2025, I did several IRA rollovers.  They were always same-kind rollovers (e.g., Traditional IRA to Traditional IRA, Roth IRA to Roth IRA) and they were always from Schwab to Fidelity.  No 1099-Rs were issued to me.  I this normal?  Please advise.  Many thanks.
sounded like @ralphevelarry was having issues getting or inputting the %s to begin with, no response so I assume they resolved it   @jtaxuser your issue is clearer, I replied on the other thread
    I already filed with the ONLINE version .  I was correctly done as Itemized and appears to have changed it when I was proof reading other parts of the return.  I was trying to fix by amending t... See more...
    I already filed with the ONLINE version .  I was correctly done as Itemized and appears to have changed it when I was proof reading other parts of the return.  I was trying to fix by amending the return.  I spend an hour with a TURBO TAX person yesterday who could not fix this.  It is a glitch in the software.  My only option appears to be to manually amend   
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax... See more...
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
Please contact our customer service for assistance at 1-888-829-8608.  
How do I get a full refund for my Turbo Tax order?
You can find the input area for your Illinois 529 contributions by going through your Illinois return and looking for the screen titled, 'Here's the income that Illinois handles differently'.  On tha... See more...
You can find the input area for your Illinois 529 contributions by going through your Illinois return and looking for the screen titled, 'Here's the income that Illinois handles differently'.  On that screen, scroll to the Education section and click Start beside College savings and prepaid tuition plan contributions to enter your information.
Calling it an RMD is more technically correct because they are required distributions, but you can do it either way.  Treating the amount distributed as the amount of RMD required or indicating that ... See more...
Calling it an RMD is more technically correct because they are required distributions, but you can do it either way.  Treating the amount distributed as the amount of RMD required or indicating that no RMD was required will each prevent TurboTax from populating Form 5329 Part IX to report an excess accumulation.
Yes, you should enter the Form 1099-R into your tax return.  Even though it is reporting a direct rollover, it will still show up on your Form 1040 line 5a with the 'rollover' checkbox being checked.
are you on desktop or online?   if desktop go to Forms mode and the 1099-DIV and below the grid of muni state breakdown for Box 12 there is a line "State where the dividends were earned" which shou... See more...
are you on desktop or online?   if desktop go to Forms mode and the 1099-DIV and below the grid of muni state breakdown for Box 12 there is a line "State where the dividends were earned" which should have XX rather than NY regardless of what's happening on the grid above.  it's a bug somewhere in the easy step entry which sets this incorrectly.    
I would suggest to contact the VU Amsterdam International Office or the "US Loan Program" team at usloanprogram@vu.nl to request their specific U.S. EIN. They are familiar with this request from Amer... See more...
I would suggest to contact the VU Amsterdam International Office or the "US Loan Program" team at usloanprogram@vu.nl to request their specific U.S. EIN. They are familiar with this request from American students since they are a participant of the Federal Student Aid program.    @avaf       
Accessing the form is different than trying to e-file for a property tax credit.  You cannot make any changes to a return that has already been filed without amending the return.  If you are trying t... See more...
Accessing the form is different than trying to e-file for a property tax credit.  You cannot make any changes to a return that has already been filed without amending the return.  If you are trying to add a property tax credit, you would need to amend your return in order to add the credit unless it is in a state where you can claim the credit separate from the return.  Which state are you in?   If you are JUST trying to look at the form you already filed, you would follow VolvoGirl's instructions to just get into the return.  You should NOT make any changes at all while in the return unless you hit amend your return first.  If you did make changes, you will need to delete the changes you made so your return will look like it did when you filed.  Then, after that, if you want to add a credit or deduction or make any other changes, you would need to go back out and select Amend Your Return.      How do I amend my state tax return?
If you're trying to check the status of your refund: “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And pro... See more...
If you're trying to check the status of your refund: “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return
I would amend each of those years to include a corrected Form 8606 and a Form 1040-X.  The Forms 1040-X will either show that there was no change in the taxable income or a slight change in the taxab... See more...
I would amend each of those years to include a corrected Form 8606 and a Form 1040-X.  The Forms 1040-X will either show that there was no change in the taxable income or a slight change in the taxable income due to the small amounts of year-end balance due to the traditional IRA contributions earning interest before being converted to Roth.  (Amounts under $0,50 round down to zero, so those amounts won't cause any changes.)   The forms can be prepared manually.  It probably makes sense to send them all together because of the way one From 8606 carries forward to the next.  There is a small chance that nonzero increases in taxable income will change tax liability, so you might have a balance due with any particular amendment.