All Posts
March 12, 2026
12:53 PM
1 Cheer
On the 2024 amended return, in the explanation section, you should say that the change in the capital loss carryover is based on an amended 2023 return.
When you prepare your 2025 tax return, be ...
See more...
On the 2024 amended return, in the explanation section, you should say that the change in the capital loss carryover is based on an amended 2023 return.
When you prepare your 2025 tax return, be sure to use the corrected capital loss carryover from the amended 2024 return, even if you haven't actually filed the amended 2024 return yet.
March 12, 2026
12:50 PM
I received a letter from the NYS Dept of Taxation and Finance stating that that there was an error on my State Tax Return. The adjusted taxable Income matched but the amount of state tax on the t...
See more...
I received a letter from the NYS Dept of Taxation and Finance stating that that there was an error on my State Tax Return. The adjusted taxable Income matched but the amount of state tax on the taxable income Line 33 was different by $37.00. Why????
March 12, 2026
12:48 PM
@MarilynG1 I appreciate your attempts; however, it is a TURBOTAX problem. (I have worked for software companies, including one which had a problem known inside, but support staff were not allowed t...
See more...
@MarilynG1 I appreciate your attempts; however, it is a TURBOTAX problem. (I have worked for software companies, including one which had a problem known inside, but support staff were not allowed to admit it. This rings of a similar situation.) NOTHING changed, not LAN, not internet, not the cache, etc., especially since I'm not the only one having these "snags." What I'd like to know is 1) How can I reinstall TurboTax WITHOUT being forced to update? 2) If not, when can we expect a Fix? Thank you. Michelle
March 12, 2026
12:47 PM
1 Cheer
Oops - I meant 2a, using the value that should be in 2f, which is left at 0.
March 12, 2026
12:46 PM
How do I transfer 4547 to my tax return?
March 12, 2026
12:46 PM
Why are you trying to upgrade the software for a return you already filed?---sorry---but that makes no sense. Perhaps you need to explain differently what you are trying to do.
March 12, 2026
12:46 PM
Double check the year entered on the 4th qtr 2025 payment made in January 2026. Did you enter the 2024 payment in the right spot? There is a separate line to enter that one.
March 12, 2026
12:46 PM
Have you tried saving your Amended return as a PDF, and then opening that file with Adobe Reader?
Remember, there's no rush to get your 2025 Amended Return filed; it won't catch up to and corr...
See more...
Have you tried saving your Amended return as a PDF, and then opening that file with Adobe Reader?
Remember, there's no rush to get your 2025 Amended Return filed; it won't catch up to and correct your original filing. Amendments are processed separately and can take up to 12 weeks, whether Efiled or mailed.
Here's more info on How to Amend Your Tax Return.
@llusignan
March 12, 2026
12:45 PM
1 Cheer
Your experience is a known issue in TurboTax and we are working to resolve it as soon as possible. As soon as we have a resolution for you, it'll be shared on Community.
March 12, 2026
12:45 PM
Thanks. Both had w-2 earnings, but one also had a farm loss. That was the problem. I reassigned the farm loss to the larger w-2 earner and it is now working. Thanks.
March 12, 2026
12:44 PM
The Georgia Income and Retirement Worksheet is having issues pulling in entries and is causing the GA Schedule 3 to have a Check This Entry error. I saw that there was a post about there being an is...
See more...
The Georgia Income and Retirement Worksheet is having issues pulling in entries and is causing the GA Schedule 3 to have a Check This Entry error. I saw that there was a post about there being an issue but the link in the post has been deleted. Does anyone know when Intuit will provide an update to correct or how to do a workaround?
March 12, 2026
12:44 PM
Thank you! That is very helpful. I suppose I will go ahead and amend the 2024 return as well for peace of mind, just in case.
March 12, 2026
12:44 PM
Well that majorly sucks. I've imported every year w no problem. Now I'm supposed to disable all of my protections to do something that worked just fine before, or enter pages of investment transactio...
See more...
Well that majorly sucks. I've imported every year w no problem. Now I'm supposed to disable all of my protections to do something that worked just fine before, or enter pages of investment transactions manually? This is exactly why I pay for TT in the first place. I'm getting the screen that says "click Allow to proceed", but the button doesn't click, it's just flat.
March 12, 2026
12:43 PM
1 Cheer
Let's start over on this, and make sure we are on the same page.
December 2024 excess contribution made.
April 2025, excess contribution withdrawn at a loss.
Received a 2025 1099R with on...
See more...
Let's start over on this, and make sure we are on the same page.
December 2024 excess contribution made.
April 2025, excess contribution withdrawn at a loss.
Received a 2025 1099R with only code J in box 7.
Code J stands for an Early Distribution from a Roth IRA. It tells the IRS that he took money out of his Roth IRA in 2025 before he reached age 59½. Ideally, the brokerage should have put Codes P and J in Box 7 to signify it was a return of a prior-year excess contribution.
If they only put Code J, they processed it as a standard early withdrawal instead of a formal "Return of Excess."
Because he withdrew the money at a loss, his earnings were $0. Even with just a Code J, he will not owe any taxes on this. He will simply use his Roth IRA "basis" (the record of his original contributions) to shield the withdrawal from taxes.
To ensure the software doesn't penalize him, he needs to enter the form and navigate the follow-up screens carefully to trigger Form 8606 (Part III).
Navigate to the Wages & Income section and enter the 1099-R exactly as it is printed, including Code J in Box 7.
After clicking Continue, the software will ask if he used the money for a first-time home purchase or qualified medical expenses. He can answer No.
The most critical screen will ask for his Net Contributions Prior to 2025 (this is his Roth basis).
He must enter the total dollar amount of all the contributions he has ever made to his Roth IRA in previous years (including the contribution from December 2024 that was withdrawn in 2025).
TurboTax will compare his Box 1 withdrawal amount to his total lifetime contributions. Since the withdrawal is covered by his contributions, the penalty amount drops to $0.
March 12, 2026
12:43 PM
Your capital gain income will be included in your taxable income as per IRS guidelines. However, when your tax is calculated, it may not be taxed based on the amount of your adjusted gross income. Wh...
See more...
Your capital gain income will be included in your taxable income as per IRS guidelines. However, when your tax is calculated, it may not be taxed based on the amount of your adjusted gross income. When you finish your return and pay for it, you will be able to see the Qualified Dividends and Capital Gain Tax Worksheet which will indicate how your tax was calculated.
March 12, 2026
12:42 PM
No, that letter does not mean you are being audited. It means your return is under review.
The IRS is getting more and more vigilant to prevent identity theft and fraud. People who fil...
See more...
No, that letter does not mean you are being audited. It means your return is under review.
The IRS is getting more and more vigilant to prevent identity theft and fraud. People who file very early in the season are sometimes scrutinized more. Do not take it personally. TurboTax does not get any information from the IRS after they accept your return, so no one at TT knows that your refund is delayed or why. All you can do is wait for the IRS to finish processing your return. Watch the refund site. If the IRS wants more information from you they will request it. If they want you to verify your identity, you must follow the IRS’s instructions in order to do that. In many cases they will send you a letter—and you will have to wait for that letter.
March 12, 2026
12:39 PM
@hillaryvargas67 You are misinterpreting "five days early" to mean get a refund in five days. It does not mean you get your refund within five days after filing.
"5 days early" means you ...
See more...
@hillaryvargas67 You are misinterpreting "five days early" to mean get a refund in five days. It does not mean you get your refund within five days after filing.
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
March 12, 2026
12:39 PM
Schedule K-3 reports foreign activity for the purposes of the Foreign Tax Credit. For this reason, there are no entry points for US income in TurboTax. However, you may need to refer to this informat...
See more...
Schedule K-3 reports foreign activity for the purposes of the Foreign Tax Credit. For this reason, there are no entry points for US income in TurboTax. However, you may need to refer to this information to complete Form 1116 or Form 1118. See the IRS Instructions for Schedule K-3 for further assistance.
March 12, 2026
12:39 PM
It's not clear what you mean by "show" Schedule A. Where are you looking for Schedule A? Are you using TurboTax Desktop or TurboTax Online?
What is the exact amount on your Form 1040 line 12e? Lo...
See more...
It's not clear what you mean by "show" Schedule A. Where are you looking for Schedule A? Are you using TurboTax Desktop or TurboTax Online?
What is the exact amount on your Form 1040 line 12e? Look at the actual tax form, not a summary screen in TurboTax.
Are either you or your spouse age 65 or older or blind? Each of those factors adds another $1,600 to the standard deduction.
March 12, 2026
12:38 PM
1 Cheer
Hey VolvoGirl, the amount of state tax withheld is correct, taken from the proper box on the 1099R. The issue seems to be a technical problem with the program.