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March 10, 2026
4:53 PM
Thanks, @AmyC !! In my test versions, I didn't see a query where it asked me the conversion date, but I will work through the section again and hopefully all will become clear. I do understand t...
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Thanks, @AmyC !! In my test versions, I didn't see a query where it asked me the conversion date, but I will work through the section again and hopefully all will become clear. I do understand that I need to report income for the 90 days of rental and that there are zero personal use days during that 90 days. Best,
March 10, 2026
4:52 PM
Form 5695 is calculating correctly for me (thanks for that!) but the summary still shows 0 for "Home Energy Credit" which is not correct.. By summary I'm looking at "Here are your 2024 and 2025 d...
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Form 5695 is calculating correctly for me (thanks for that!) but the summary still shows 0 for "Home Energy Credit" which is not correct.. By summary I'm looking at "Here are your 2024 and 2025 deductions and credits".. Looking at the numbers on the summary more carefully, the "Total Credits" line at the bottom correctly includes the value from form 5695, even though the line item for Home Energy Credit shows 0. Hope that makes sense..
March 10, 2026
4:52 PM
I have filed with Turbotax since 2015. This is the first year I am being told I need to upgrade to Expert Full Service for financial accounts in foreign countries and only shows up at the final step w...
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I have filed with Turbotax since 2015. This is the first year I am being told I need to upgrade to Expert Full Service for financial accounts in foreign countries and only shows up at the final step when I'm about to file. It seems ridiculous to insist I need to pay for an expert to finish my taxes for me at the step when I've completed it? How do I continue with my chosen and paid for plan?
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March 10, 2026
4:52 PM
If you receive a 1099-NEC with incorrect information, you should contact the company that issued it. They are responsible for correcting errors and will issue you a corrected 1099-NEC form and also r...
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If you receive a 1099-NEC with incorrect information, you should contact the company that issued it. They are responsible for correcting errors and will issue you a corrected 1099-NEC form and also refile it with the IRS if needed. If the company sent false information, notify them to request a corrected form. Keep all correspondence and copies of the original and corrected forms. Don't wait to file your taxes if you can't get a corrected form in time; report the income as accurately as possible and consider filing an amended return later if you receive a correction after filing.
March 10, 2026
4:51 PM
Receiving a Code 571 indicates that a previous freeze or hold on your tax refund (Code 570) has been resolved.
The 3/16/2026 is the date the IRS processed the release of the hold in their sys...
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Receiving a Code 571 indicates that a previous freeze or hold on your tax refund (Code 570) has been resolved.
The 3/16/2026 is the date the IRS processed the release of the hold in their system. It is not necessarily the day you will receive your money. It is common for the date on a 571 code to be a few days or weeks in the future. So likely any hold on your account will be released by 03/16/2026.
March 10, 2026
4:51 PM
Supporting yourself for half the year is meaningless. What counts is total support for the whole year.
What does count is getting married. Once you indicate that you are married, in the personal ...
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Supporting yourself for half the year is meaningless. What counts is total support for the whole year.
What does count is getting married. Once you indicate that you are married, in the personal info section, you are not usually asked the support question.
As to who can and should claim you, see this post
https://ttlc.intuit.com/community/taxes/discussion/can-i-claim-my-daughter-who-got-married-on-december-19th-2015/00/36733
March 10, 2026
4:50 PM
where can i put my email address?
Topics:
March 10, 2026
4:50 PM
It sounds like you are looking for your Identity Protection Personal Identification Number (IP PIN). To obtain this, visit www.irs.gov/getanippin to retrieve the correct number, then update your retu...
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It sounds like you are looking for your Identity Protection Personal Identification Number (IP PIN). To obtain this, visit www.irs.gov/getanippin to retrieve the correct number, then update your return before resubmitting your return if you have already tried to file. Or, for assistance with the IP PIN, contact the IRS at 1-800-908-4490.
To enter your IP PIN in TurboTax Online one you have it, follow these steps:
1. Select Federal from the left-hand menu.
2. Select Other Tax Situations, then Identity Protection PINs
3. On the screen that asks if anyone on this return was assigned an IP PIN, select Yes.
6. Click Add next to the name of the person the PIN belongs to, and enter the 6-digit number.
March 10, 2026
4:49 PM
Has anyone has an update of when this form is going to be ready, at this rate I'll be late filing... They keep changing the date!!
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March 10, 2026
4:49 PM
If you can't use TurboTax Desktop because of a Windows 10 operating system, you can switch to TurboTax Online. You can Contact TurboTax Support to get an activation code so you don't have to pay for...
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If you can't use TurboTax Desktop because of a Windows 10 operating system, you can switch to TurboTax Online. You can Contact TurboTax Support to get an activation code so you don't have to pay for an additional product.
Due to Microsoft ending support for Windows 10, the 2025 TurboTax software requires Windows 11 (64-bit).
@CDyck2026
March 10, 2026
4:47 PM
Same problem here. Any ideas? Hellllooooo!!! Any developers left?
March 10, 2026
4:45 PM
After verifying you have verified your identity for a CP5071C letter, the IRS usually takes up to 9 weeks to process your return and issue a direct deposit. Some taxpayers have reported receiving the...
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After verifying you have verified your identity for a CP5071C letter, the IRS usually takes up to 9 weeks to process your return and issue a direct deposit. Some taxpayers have reported receiving their refund in 3–6 weeks after verification.
March 10, 2026
4:43 PM
1 Cheer
1. None of the above / option A with extras - You rented it out for 90 days and have income to report and you converted it to personal use to stop the depreciation on the conversion date. You will en...
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1. None of the above / option A with extras - You rented it out for 90 days and have income to report and you converted it to personal use to stop the depreciation on the conversion date. You will enter the 90days of rental. Personal use is zero for the time it was a rental. You will enter the conversion date.
2. When you decide to rent again, it will be a new asset but you pick up with the adjusted basis. The cost plus improvements minus depreciation allowed or allowable.
March 10, 2026
4:42 PM
If you cannot access your TurboTax account you will have to use the Intuit Account Recovery Request Form to verify your identity, which requires uploading a government-issued ID.
March 10, 2026
4:42 PM
I went back into the software to see if I could figure out what I was doing wrong in entering Distributions. I found that the distributions didn't stay after I thought I had entered them on the left ...
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I went back into the software to see if I could figure out what I was doing wrong in entering Distributions. I found that the distributions didn't stay after I thought I had entered them on the left column under the Capital column. I finally found how to work the distributions for each partner and the amounts entered did automatically transfer to Schedule K-1 Line 19 Code A. So I have the correct amended K-1 for each partner, which hopefully will help me next year.
March 10, 2026
4:42 PM
¿Podrías clarificar tu pregunta?
March 10, 2026
4:42 PM
Thanks for your time. I've changed to Plan B: bought a Windows 11 computer. Was asking if I could use one of the 5 filings but save it/run it from a different User Account that it was installed on.
March 10, 2026
4:42 PM
Last year, I paid $44 for my city tax. This year, the only difference is that I have a capital gain of $3,000. However, TurboTax indicates that I owe $2,342 and asks as below Want Direct Debit D...
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Last year, I paid $44 for my city tax. This year, the only difference is that I have a capital gain of $3,000. However, TurboTax indicates that I owe $2,342 and asks as below Want Direct Debit Do you want to have your Grand Rapids tax due of $2,342 debited automatically from your bank account This amount seems excessive to me. I cleared and started over twice. But the number is the same. TThe federal and state taxes due are what I expect. After visiting the city website, I manually filled out the tax form (but haven't submitted it yet), and it shows that I only owe $115. Can I disregard the TurboTax calculation since I can manually file on the city website?
Topics:
March 10, 2026
4:39 PM
1 Cheer
No. There should not be a penalty since you removed the excess contribution and any earnings/losses prior to the tax filing deadline.
Here is how to help TurboTax stop calculating the incorrect...
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No. There should not be a penalty since you removed the excess contribution and any earnings/losses prior to the tax filing deadline.
Here is how to help TurboTax stop calculating the incorrect penalty amount.
Your Form 1099-R may only show a code J or P in Box 7, so you will need to add the additional code of P or J for Box 7 (J & P both), to indicate that this is a prior year correction by following these steps:
Go to Income on the left panel within your TurboTax account
Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click on the pencil to the right of your 1099-R to review/edit it
Continue through the questions until you reach, "Enter your 1099-R details from _"
Enter the information from the original Form 1099-R that you received
For Box 1, enter the original contribution + earnings amount
For Box 2a, enter only the earnings amount (which is zero, since you had a loss)
Ensure the details from your Form 1099-R are correct, including Distribution Codes J & P being used in Box 7, then Continue
Next, you will need to go to Deductions & credits to clear out the "balance" in the account so that TurboTax knows it is no longer in the account:
Go to Deductions & credits on the left panel within TurboTax
Scroll down to Retirement and Investments and click the down arrow
Select Start/Revisit to the right of Traditional and Roth IRA Contributions
Select Roth IRA, then Continue
Enter your 2025 (not 2024 yet) contribution amount, Continue
Select "No" to, "Did you recharacterize?", Continue
Select "Yes" to, "Did you open any Roth IRAs in 2024...?", Continue
Select "Yes, or No" whether you want to track your Roth IRA basis, Continue
Enter the amount of your 2024 excess contribution, Continue
In the "You had a prior year excess contribution of $, how much...toward your 2025...?", enter zero
By following these steps, Form 5329 should show zero for the additional tax penalty on line 25.