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yesterday
I'm carrying over a large loss from previous years. It should only apply $3,000 of that loss to the capital gains I got in 2025. But instead it is applying the whole amount (over $35,000) to my large...
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I'm carrying over a large loss from previous years. It should only apply $3,000 of that loss to the capital gains I got in 2025. But instead it is applying the whole amount (over $35,000) to my large 2025 capital gains (over $90,000). I have sent a diagnostic file to TurboTax. This looks like a bug to me. Please advise. Token: [phone number removed][phone number removed]6 FPS 5.0.7 (null) Help Content 2025.0.84 (null) Interview Service 1.0.25 (null) Per California Ind Formset 2025.11844 4/5/26, 7:24 PM Per Fed Ind 1040 Formset 2025.12356 4/5/26, 7:24 PM Personal Program Help 2025.10145 4/5/26, 7:24 PM Player 18.1.2 (null) TKE Not available (null) Topics 362 (null) TPS Engine 9.4.0 4/2/26, 9:33 PM TPS Forms 2025.2413.0.0 4/2/26, 9:33 PM
yesterday
Im sorry but this does not address my problem. I am aware i can adjust the prior depreciation and i did that to fix this years return but the basic problem still remains. Turbo Tax seems to be a...
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Im sorry but this does not address my problem. I am aware i can adjust the prior depreciation and i did that to fix this years return but the basic problem still remains. Turbo Tax seems to be assuming that you have had the same amount of business use each year and is adjusting the depreciation to what that amount would total up to over the period of ownership. So no matter what i do it keeps readjusting it. What it should be doing is taking the prior depreciation and just adding the purchase price/27.5. and then reducing by the business use %. Why does it not do that?
yesterday
Error de pago Whoops! We hit a snag loading your data. Please try again. I'm not trying to pay anything, my order is for 0 dlls but the Whops!... message is always popping up when I try to file....
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Error de pago Whoops! We hit a snag loading your data. Please try again. I'm not trying to pay anything, my order is for 0 dlls but the Whops!... message is always popping up when I try to file. I've tried all the tricks, different browsers, incognito windows, changing my address, several times but nothing works.
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yesterday
I have a small business sideline as an independent contractor. I have always told TurboTax that I materially participate in the business. I'm the sole owner and report 1099-NECs and sometimes some ...
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I have a small business sideline as an independent contractor. I have always told TurboTax that I materially participate in the business. I'm the sole owner and report 1099-NECs and sometimes some cash. My printed Schedule C always says the following, as it does this year for the 2025 return: Line G: Did you materially participate? YES Line H: If you started or acquired business in 2025 check here. NO checkmark, since longstanding. Line I: Did you make any payments that require you to file Forms 1099? NO I always check my IRS transcript after my return has started processing, and this is what it shows: Account method: Cash Materially Participate: N First time Schedule C filed: No Statutory employee: No Does N stand for No? If so, that's the only place on my transcript where "no" or "yes" is not spelled out. Why would it suddenly show "N" instead of using the complete word "No?" Furthermore, it should not be a No. I don't understand why it just doesn't say "yes." On my end there is a YES for "material participation" clearly indicated both on the printed Schedule C and inside the Online interview when I returned to view it. (Actually the online interview asks it in reverse; it has a list of statements, and one of them says "I did not materially participate," and one would have to actively check that if they did not participate. Mine is indicated correctly; I did not checkmark that.) And on the Business profile summary page it says that I actively participate. My business always has a net profit, and since there is no loss deduction, I realize it's likely a moot point. But I was curious as to whether there is any explanation. Thanks!
yesterday
Question details are kinda long so I will post it in the comment section.
yesterday
You said that right, "should". With everything entered correctly on the Federal return (followed the Intuit guide on their website for backdoor Roth), the MA return still shows the contribution as ta...
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You said that right, "should". With everything entered correctly on the Federal return (followed the Intuit guide on their website for backdoor Roth), the MA return still shows the contribution as taxable income.
yesterday
Hello Monika K1, I have same issue with prior year's (2024) passive losses from limited RE PS not carrying over to my CA return. Background: I am using TT Desktop Premier for 2024 and 202...
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Hello Monika K1, I have same issue with prior year's (2024) passive losses from limited RE PS not carrying over to my CA return. Background: I am using TT Desktop Premier for 2024 and 2025. I imported all of my data from 2024 into my 2025 file. I see TT federal correctly included 2024 "prior year's unallowed losses" on line 2(c) on Form 8582, and the worksheets on page 2 are correct. The issue When comparing Federal 8582 with the corresponding CA Form 3801, Line 2(c) the "prior year unallowed losses" are missing. Nor do they appear on Form 3801 Worksheet, Part V "All Other Passive Activities". the column for "Prior Year" is completely blank. I have found no explanatio why they did not carry over to CA as when they did carry over to Fed. Questions I am aware of the admonition to make adjustments in the interview path and not directly into the Forms mode. However, the CA is interview is, at best, obtuse and possibly misleading. Specifically, after answering the question: "Do you have any passive loss carryovers from last year for [XYZ]? I am taken to a panel "Passive Loss Carryovers" which refers to the CA K-1. This panel summarizes the line items on the K-1 with two columns: "Regular Tax" and "AMT". This makes little sense to me. The passive loss carryovers are not reported on the PS K-1, and I know of no way to arbitrarily allocate the carryovers to the K-1 line items to answer the interview. Here is screen shot: Screen Shot Of passive Panel I would appreciate some clarification about how excatly one uses the Cal interview rather than forms mode to solve this. Thank you, Lorob1
yesterday
I see on turbo tax that it shows me the option to amend my tax return. However, I have already received my state refund and not sure how this will affect that. Is there any advice on that aspect of d...
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I see on turbo tax that it shows me the option to amend my tax return. However, I have already received my state refund and not sure how this will affect that. Is there any advice on that aspect of doing this amendment?
yesterday
@user17766243893 The "Filed" date and time is when you hit the Transmit button in the software. When the IRS or State actually get your file from the TTX servers isn't critical. And, the St...
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@user17766243893 The "Filed" date and time is when you hit the Transmit button in the software. When the IRS or State actually get your file from the TTX servers isn't critical. And, the States never take your file until the IRS has responds that they "Accepted" your Federal filing. They do that because if the IRS Rejects the Federal file, then the state doesn't know if the Federal rejection is the result of a problem that must be fixed first.....so the state doesn't get it unless the IRS "Accepts" first. BUT...like I said.. The date time you initially hit the "Transmit Now" button is just like the a PostOffice postmark. IF the IRS "rejects" the initial filing, then you have 5 days to fix and refile without being considered late...but beyond that...it's late.
yesterday
Used TurboTax online to e-file a simple 1040 return. After filing, realized I made a mistake in line 12a, forgot to check that can be claimed as dependent on someone else's return. Tried to do an ame...
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Used TurboTax online to e-file a simple 1040 return. After filing, realized I made a mistake in line 12a, forgot to check that can be claimed as dependent on someone else's return. Tried to do an amended return, but after checking the box for 12a, TurboTax keeps giving me a validation error. It takes me to an empty 1095-A form and tells me that I need to delete it. However, there is no delete button. I tried going to Tools->delete a form, and in the list there is no 1095-A, but there is an entry called "ACA Explanation". I tried deleting that, but despite confirmation that it was deleted, it's still there when I go back and check the list, and the issue persists. I know I can just file 1040X on paper, but really want to avoid that and just e-file it in TurboTax. Any ideas on how to work around this bug?
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yesterday
I thought I would try again as the last post generated no response from Intuit. There are three issues that Intuit needs to be aware of and, hopefully, address prior to next year. Two are ACA rel...
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I thought I would try again as the last post generated no response from Intuit. There are three issues that Intuit needs to be aware of and, hopefully, address prior to next year. Two are ACA related and the other is 529 related. The 529 issue has been in the software for a number of years and, for some reason, has not been addressed. All three issues, as I can attest, can lead folks down the wrong path and result in the wrong tax calculation or pushback/questions from the IRS. Since there doesn’t seem to be a more-formal “bug” reporting system for Intuit, forums will have to do. ACA issues: TurboTax does not properly fill out form 8962. Specifically, if you have a monthly difference in subsidy (perhaps because you’ve had your estimated income adjusted), TurboTax does not fill out Part II lines 12 thru 23. This is even though when you go thru the interview process, it asks if any months were different and asks you to fill in each amount, per month, from the 1095-A. This frankly makes no sense. Yes, the IRS rejected my return because of this, and I had to manually regenerate the form and fill in Part II. This is not a UX issue – it is a bug. TurboTax does not consider the income thresholds when asking if dependents have filed a return. The IRS uses dependent incomes for the ACA’s MAGI computation but only if the (individual, not cumulative) dependents had incomes greater than the IRS’s threshold of $15,000.00. TurboTax only asks if dependents filed a return and then blindly adds the total amount to the MAGI. In our case, none of our three children were anywhere close to $15K but each filed a return to get back a small amount of withheld taxes. The UX here needs to be changed to clearly communicate that answering yes is one thing, needing to file a return (and having it count against MAGI) is another. TurboTax has conflated "filed a return" and "has MAGI-relevant income." A family whose dependents file returns solely to recover withheld taxes — a common and correct thing to do — could easily end up with an inflated MAGI, a reduced subsidy calculation, and a surprise tax bill. Yes, this happened to us but we caught it before filing. 529 issue: TurboTax assumes all withdrawals noted on a 1099-Q are non-qualified unless the withdrawal is explicitly called out. TurboTax asks if a 1099-Q was received. If you answer “yes” it assumes the amounts were non-qualified but no where in the experience does it tell you to list each expense individually. Further, it ignores the fact that 1099-Q reporting is optional if all withdrawals were qualified. The interview should be amended to something like: “Did you receive a 1099-Q” “Were any of those withdrawals non-qualified?”: Yes -- take the user to the part of the experience where those expenses can be listed. No – tell the user “Congrats – you don’t need to report the 1099-Q because all your expenses were qualified!” The practical result is that qualified withdrawals get treated as taxable income, generating an incorrect tax liability. We were stung by this for our 2024 taxes and are still fighting with the IRS for an adjustment.
yesterday
Thank you this is helpful
yesterday
We have tested the Schedule K-1 Box 8 entry but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you w...
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We have tested the Schedule K-1 Box 8 entry but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)
Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.
We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and possibly provide you with a resolution.
yesterday
Your best option is to return to business where this QBI At Risk Operating Loss was reported.
Work through the interview until you read the business summary page.
Edit the topic under Uncom...
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Your best option is to return to business where this QBI At Risk Operating Loss was reported.
Work through the interview until you read the business summary page.
Edit the topic under Uncommon Situations for "Unused expenses, carry overs, non-depreciable assets, etc." Depending on the activity you're working on, the actual text may be different. Or you may need to edit the business profile to find the carryover topic.
Be sure to check the box for carryover losses.
You should see a page with boxes for different types of carryover losses. Enter the information from your prior year return in the appropriate box or enter zero.
You may then see a page with a list of years and a total. Enter the carryover loss in the box for the correct year or enter zero. Your entries must match the total at the bottom.
Continue through the interview until you are back on the business/rental summary page.
Now run Federal Review >> Smart Check again.
yesterday
The "filed" date is based on the time zone of the receiving authority. In the case of the IRS and New York State, that is Eastern Time. However, TurboTax has no control over when the return is accept...
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The "filed" date is based on the time zone of the receiving authority. In the case of the IRS and New York State, that is Eastern Time. However, TurboTax has no control over when the return is accepted. You might contact your state agency and provide proof of submission in case there is any question of when you sent the state return.
yesterday
This experience has been reported to our development team but an update is unlikely for the 2025 tax year. It's highly unlikely that your entries will be scrutinized or cause a delay in the processin...
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This experience has been reported to our development team but an update is unlikely for the 2025 tax year. It's highly unlikely that your entries will be scrutinized or cause a delay in the processing of your return. Entering zeroes doesn't affect your tax liability.
yesterday
@drrmned22
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
When you si...
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@drrmned22
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2025 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
yesterday
Since you already received a review letter from the IRS, your best option is to wait until you hear from them. In most cases, reporting income in the wrong place doesn't affect the tax you owe or the...
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Since you already received a review letter from the IRS, your best option is to wait until you hear from them. In most cases, reporting income in the wrong place doesn't affect the tax you owe or the refund you will receive. This is mostly an administrative review to match the IRS records with the information on your return.
If you decide to go ahead and file an amended return, follow these instructions: How to File an Amended Tax Return with the IRS.
yesterday
1 Cheer
1) Yes, you can call the IRS to discuss the notice. It may resolve the situation more quickly, if you can get through to a helpful agent. Use the phone number on the letter you received.
2) If ...
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1) Yes, you can call the IRS to discuss the notice. It may resolve the situation more quickly, if you can get through to a helpful agent. Use the phone number on the letter you received.
2) If you don't have a history of mistakes on your return, it's more than likely that the IRS will waive the penalty since it didn't impact your tax liability.
3) An individual qualifies as a U.S. resident if they 1) have a green card or 2) are physically present in the United States for at least:
31 days during the current year, and
183 days during the current year and the two preceding years, calculated using the following formula: All the days present in the current year, 1/3 of the days present in the previous year, 1/6 of the days present in the year before that.