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6 hours ago
The provider of 1099-R funds.
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6 hours ago
Married filing jointly, two AGI's?
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6 hours ago
Please use the link below to contact us regarding your questions.
How do I contact TurboTax?
6 hours ago
Unless you want to literally go to a local TurboTax expert, you get the expert most qualified for your tax situation--regardless of where they are geographically.
LOCAL TURBOTAX PREPARERS
...
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Unless you want to literally go to a local TurboTax expert, you get the expert most qualified for your tax situation--regardless of where they are geographically.
LOCAL TURBOTAX PREPARERS
https://turbotax.intuit.com/local-tax-experts/how-it-works/
6 hours ago
1 Cheer
Currently, TurboTax doesn't support uploading W-2G forms as documents for your 2025 federal tax return. Instead, you need to enter the W-2G information manually by typing in the details exactly as th...
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Currently, TurboTax doesn't support uploading W-2G forms as documents for your 2025 federal tax return. Instead, you need to enter the W-2G information manually by typing in the details exactly as they appear on your form. This ensures the program accurately processes your gambling winnings. You can use the guided entry under the W-2G section in the Federal Income area to input the required information.
To enter your W-2G in TurboTax Online: 1. Go to the W-2G section under Income in the Federal section. 2. Select Start or Add W-2G to enter your gambling winnings. 3. Follow the prompts to input your W-2G details.
6 hours ago
After answering questions about deductions I encounter the popup mentioned above. How do I get past it?
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6 hours ago
HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzad...
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HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady
WHY DO I HAVE TO PAY? I WANT THE FREE EDITION
The information that you can enter in Free Edition is pretty limited now. Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.
TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Remove Premium Services
Remove MAX Defend & Restore
Remove a state
Remove PLUS Help & Support
Remove Pay With Your Refund
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
6 hours ago
Yes, they are referring to 2025. Let's see what happens when you answer the questions as I indicated. However you should add back the depreciation you removed.
If the car was traded it was a ta...
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Yes, they are referring to 2025. Let's see what happens when you answer the questions as I indicated. However you should add back the depreciation you removed.
If the car was traded it was a taxable event. It's unclear why the vehicle is still part of your tax return when you disposed of it years ago.
At the time of the trade you likely had taxable gain because a trade has been considered as a sale in tax law since 2018.
For now you can answer that it was disposed of (sold, traded, converted to personal use), do not enter a sales price and then select that it was converted to personal use on January 1. Be sure no depreciation is calculated on the vehicle for 2025. Select standard mileage rate (SMR) and then enter zero business miles for 2025.
If you still need assistance I will review your return once you come back to confirm.
The following information is here for that vehicle and necessary information for any active business vehicle in your business. It is the information necessary to report any taxable gain on the business portion of any vehicle used in your business.
Total all of the business miles for the life of the vehicle
Total all miles on the vehicle for the life of the vehicle
Business miles divided by total miles = Business Use Percentage for the life of the vehicle
Take the original cost of the vehicle x the business use percentage = Business Cost
Take the sales or trade-in price x the business use percentage = Business Sales Price
Calculate the following:
If you used only SMR: all of the business miles by year with the rate in the SMR for depreciation (chart below) to arrive at the total depreciation considered used by the IRS; OR
Total all of the actual depreciation expense used for the traded vehicle (see that information in the Vehicle screen
6 hours ago
Who are the experts in Summit MS Pike County?
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6 hours ago
Is there a acutal free version if not that needs to be clear this is the second time we filed free and was charged 235 this is not ok that needs to be upfront to your customers. I see you guys were a...
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Is there a acutal free version if not that needs to be clear this is the second time we filed free and was charged 235 this is not ok that needs to be upfront to your customers. I see you guys were already hit with a class action lawsuit regarding this but you're still doing it never using your services again
6 hours ago
Ask the care facility for a breakdown of the costs that are medical expenses and not the "room and board" portion. They get that question all the time and will be able to give you that information....
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Ask the care facility for a breakdown of the costs that are medical expenses and not the "room and board" portion. They get that question all the time and will be able to give you that information.
MEDICAL EXPENSES
The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.
To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
6 hours ago
To enter, edit or delete an IRA contribution -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll do...
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To enter, edit or delete an IRA contribution -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Retirement and Investments On Traditional and Roth IRA Contributions, click the start or update button
6 hours ago
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6 hours ago
You need to key them in manually.
To enter the W-2G or other documents For your Gambling winnings-
-Go to Federal>Wages & Income>Less Common Income>Gambling Winnings
You can enter your...
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You need to key them in manually.
To enter the W-2G or other documents For your Gambling winnings-
-Go to Federal>Wages & Income>Less Common Income>Gambling Winnings
You can enter your winnings, and then keep clicking through the interview to enter gambling losses.
https://www.irs.gov/help/ita/how-do-i-claim-my-gambling-winnings-and-or-losses
Gambling winnings are taxable income. Losses are an itemized deduction. If you do not have enough itemized deductions to exceed your standard deduction, your losses will have no effect.
https://blog.turbotax.intuit.com/income-and-investments/how-are-gambling-winnings-taxed-8891/
6 hours ago
The IRS sent a letter asking for more info on form 5695, that they need the QMIN. I reviewed the return turbo tax stated they sent, it has the QMIN. The QMIN is correct per the manufacturer of the hea...
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The IRS sent a letter asking for more info on form 5695, that they need the QMIN. I reviewed the return turbo tax stated they sent, it has the QMIN. The QMIN is correct per the manufacturer of the heat pump.
The IRS agent stated that the form is empty for the section with the QMIN. They state that that indicates a transmission error from turbo tax. This has caused a potential delay of 90 days from my filing.
I called turbo tax and they stated it was the IRS's fault that the number was not transmitted.
There was an earlier error from turbo tax around 1/30/2026 that stated form 5695 had errors that they had to fix. I waited for the fix on or around 2/14/2026. Then I sent the proper info.
This is all after spending $300+ on this service to have everything delayed and no ownership from turbo tax/intuit. Likely the last time I will be using this service after many years.
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6 hours ago
If TurboTax says you need to update the information sheet to e-file your California state return, it usually means the program wants you to review and verify certain details. Even if your data looks ...
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If TurboTax says you need to update the information sheet to e-file your California state return, it usually means the program wants you to review and verify certain details. Even if your data looks correct, TurboTax may require a step to confirm or refresh some information. Try these steps: 1. Go to the California state return section in TurboTax. 2. Look for an "Information Sheet" or "State Information" section and open it. 3. Review all your entries carefully and make sure nothing is missing or out of sync. 4. Save or confirm the information sheet again to trigger the update. 5. After that, try to e-file the California return again. If this doesn't work, sometimes signing out and back into TurboTax or clearing your browser cache can help refresh the program's state. Since you paid for e-file, printing and mailing is an option, but trying these steps may resolve your e-file issue.
6 hours ago
Lost paper check i did not know i was receiving before i changed my address
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6 hours ago
This bug or error persists in 2026 for the 2025 tax year. Even though I check the box on the interview that all the business is done from home, the limit calculation on form 8829 line 8 was picking u...
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This bug or error persists in 2026 for the 2025 tax year. Even though I check the box on the interview that all the business is done from home, the limit calculation on form 8829 line 8 was picking up total expenses Ln 28 not Ln 29 the net income. As a result the program saw a net loss (total expenses) and carried over the home office deduction. The workaround to put 100% on the 8829 worksheet worked, but is a program error in that the interview didn't automatically put it there. Only after a few hours of time and reading these posts did I finally arrive at a fix. This needs to be corrected. I'm using the Deluxe desktop version on a Mac.