All Posts

"Posting' isn't helping/solving a problem based on what i've observed from your Captain Obvious/Nonsensical posts...something you clearly don't understand.   M-Tax approach: "Search KB" "copy/paste" and add alot of nonsense and get dopamine hits from points/awards that mean nothing.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

@markmil11 wrote: now suck it..something your probably actually good at. You really ARE a worthless and useless human being. Post ONE link where you helped another board member with ANY tax question (I can post hundreds). JUST ONE (and your whining and bitching doesn't count).

so stupid...4,3,2,1  I realize you know nothing so i will use my small words.   INTUIT /TT Directory Config ISSUE  --Resolved by Intuit/TT IT.  As stated in a response back from the office of the president to me within 24 hours of escalation (these are many words, so i realize you'll get lost)    " Thank you for following up and sharing the great news. I am very glad to hear that the T. Rowe Price Brokerage option is now appearing in your import directory and that you were able to successfully import your tax forms. After research, we found that this was a widespread technical issue that was corrected and updated by our software team. We appreciate you bringing this to our attention, as your feedback helped us ensure the directory was fully functional for all users."   Now suck it, something you maybe good at.

If you put a value in the field for incomed earned during the trip, then the form will expect you to enter the number of days spent on business. Even if you enter the income amount of 0$. If you leave the income earned during the trip blank, then you can also leave the days spent on business blank.

Same exact situation here. Trying to figure out if I should be updating line 10 on the 1040-X (Rev July 2021) to reflect the 6% penalty as net change to other taxes, therefore increasing the total tax owed on line 11. 

@markmil11 wrote: My response was to get escalation which actually SOLVED the problem for many encountering it... You solved NOTHING. T. Rowe Price brokerage would have been included in an update (as it was) without ANY input from you.

yeah, thats why they stated in a followup email..." Thank you for following up and sharing the great news. I am very glad to hear that the T. Rowe Price Brokerage option is now appearing in your import directory and that you were able to successfully import your tax forms. After research, we found that this was a widespread technical issue that was corrected and updated by our software team. We appreciate you bringing this to our attention, as your feedback helped us ensure the directory was fully functional for all users.   now suck it..something your probably actually good at.

If you look at your form 1040 then the standard deduction that you are entitled to will appear on line 12e.  It should be $15,750.  Then the enhanced deduction for seniors will appear on line 13b.     Assuming that your income is below $75,000 then it will show $6000 on that line.  If your income is over $75,000 then the amount on line 13b will show as less than $6,000 and if your income is over $175,000 then the amount of the enhanced deduction for seniors is reduced to zero.

@markmil11 wrote: I had escalated to the "Office of the President" (of Intuit as its their directory issue)  and "coincidently" within 2 days of that, this am brokerage was showing.   It IS a coincidence. I can assure you that your "escalation" had nothing to do with it.

The IRS has issued a correction to the 2025 Instructions on their end. We are looking into it to see if this is related to the IRS correction or if it is something else.  We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction. Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  You can try again sometime after March 6th.   

you posted nonsensical stuff everywhere including 'use H&R" and didn't even know enough to differentiate between Brokerage and Mutual funds and obviously had no technical knowledge of what the issue was as i pointed out (directory config) but do go on..  ....3...2....1 gotta respond to get more points!!   Then when confronted you asked 'why post here' if i had a work-around (another thing you clearly didn't know about, eg. .txf formats) and clearly no idea of combined 1099's and complexity of entry given dozens of trades/transactions...but 3,2,1 do go on with more nonsensical spewing of garbage.  My response was to get escalation which actually SOLVED the problem for many encountering it, not using H&R Block...lol....   Talk about a useless individual cluttering up the TT forum....for the rest of us, actually doing our own taxes once  a year and not trolling for H&R (or whoever it is), we don't be 'taxed' by your nonsense for another year.

If you're Married Filing Jointly, don't check the 'Joint Occupancy' box.  This box is for someone who lives with another person not on their tax return, with whom they split the costs for the Home Energy Credit.   @blellochr 

You can amend your prior year returns with TurboTax, but Form 5329 is actually a stand alone form and can be filled out and mailed in for 2022, 2023 and 2024 avoiding the need to amend.    For 2025, you have until the April 15, 2026 deadline to do a Return of Excess for any 2025 contributions. You must withdraw the Contribution + Earnings to avoid the 6% penalty for 2025 entirely. You only pay income tax on the earnings (reported on your 2025 return).   For 2022–2024, you have missed the deadline to avoid the 6% penalty for those years. You should not withdraw the earnings for these years. You only need to withdraw the flat contribution amount for that year as a regular distribution.   Since the 6% penalty is already "locked in" for those past years, removing the principal now stops the penalty from repeating in 2026 and beyond. There is no tax or penalty on the withdrawal itself because you are just taking out your own basis.   The 6% penalty is cumulative. For instance if you contributed $6,000 in 2022 and didn't fix it, you owe $360 for 2022, another $360 for 2023, and another $360 for 2024.   You can file Form 5329 as a standalone form. The IRS actually considers Form 5329 to be a "separate return" from your Form 1040.   If your only mistake was the Roth contribution and you have no other changes to your income or deductions for 2022–2024, filing the standalone 5329 is often the "cleaner" and faster path than a 1040-X amendment. But if you want TurboTax to "do the math" for you can certainly do an amendment.   Since you are fixing three years, you will need to handle each one individually. You need to use the specific version of Form 5329 for each year (e.g., the 2022 form for the 2022 penalty). You cannot use a 2025 form to report 2022 taxes. Unlike many other tax schedules, Form 5329 has its own signature and date block on page 2. This is what allows it to live as a standalone document. You should enclose a check or pay via IRS Direct Pay. If paying online, make sure you select the correct year and designate the payment for "Form 5329." Standalone 5329s cannot be e-filed. You must print, sign, and mail them to the IRS service center for your state (the same address where you’d mail a paper 1040).   Because these forms are technically "late," the IRS may eventually send you a bill for Failure to File (Form 5329). Since this is a separate return, there is a penalty for not filing it on time. Interest will accrue on the 6% penalty from the original due date of each return (April 2023, 2024, and 2025). I wouldn't worry about that for now. If the IRS wants to charge you a penalty and interest, you can let them bill you. If the IRS sends you a bill for a "Failure to File" penalty, you can often get it waived by calling and asking for "First-Time Abatement". Note that interest can almost never be waived.

TurboTax is alerting you that you are not allowed a deduction because it needs additional input so that it understands that you are not attempting to take a deduction. In order to split your contribution, you will need to go back to the Deductions & credits section to answer the prompts so that TurboTax recognizes this as a non-deductible contribution.   Go to Deductions & Credits and select Traditional and Roth IRA Contributions Select both boxes in the Tell us about your IRAs screen, Continue Did you contribute to a Traditional IRA? Yes and Continue In the Total 2025 traditional IRA contributions, enter $4,000 Did you recharacterize? No and Continue Did you contribute more to this Traditional IRA than was allowed in 2024? No (if you did not), Continue Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years? No (if you did not), Continue Enter value of your Traditional IRA as of December 31, 2025, Continue Next, you will see the Roth question, Was the contribution a repayment of money you previously took out of a retirement plan? No, Continue Enter your Roth contribution amount, Continue How much of the Roth IRA did you recharacterize? Zero (0), Continue Next you will be asked questions about your Roth to track basis (select your choice), Continue Did you contribute more to a Roth IRA than was allowed in 2024 or any previous year? No (if you did not), Continue Excess to credit to current year Roth IRA, Enter zero (0), Continue Enter value of Roth on December 31, Continue You had traditional excess contributions of $. In the box, enter zero (0), Continue You had Roth excess contributions of $, enter zero (0), Continue You have deductible traditional IRA contributions of $. In this box, you will enter the $4,000 to elect as non-deductible Next, you will see, Based on what you told us, you don't qualify for an IRA deduction and Form 8606 will populate