All Posts
3 hours ago
I am getting errors on Federal Review for a blank Form 1065 that is not filled out and it is asking me to complete. The error is the title of this post: "K-1 Entry Wks-Partnerships (Untitled): Partne...
See more...
I am getting errors on Federal Review for a blank Form 1065 that is not filled out and it is asking me to complete. The error is the title of this post: "K-1 Entry Wks-Partnerships (Untitled): Partnership Name has not been entered" What's really strange is the form has the "Partner's Name" as the registered name of our S-Corporation (Partnership), rather than one of the two actual partners. This seems like the software for some reason drafted an extra form 1065, even there are only two partners, each with 50% ownership. How can I get past this?
Topics:
3 hours ago
TT offers box to check, showing amount is verified. Even though I've checked the box, it won't apply and transmit return.
Topics:
3 hours ago
1 Cheer
After you entered the SSA-1099 in TurboTax there was a following screen where you were asked if you lived in any of the countries listed. If you skipped this section or answered Yes, then none of yo...
See more...
After you entered the SSA-1099 in TurboTax there was a following screen where you were asked if you lived in any of the countries listed. If you skipped this section or answered Yes, then none of your Social Security benefits would be taxable. You should have answered NO to this question so the program could calculate the amount of benefits that would be taxable.
3 hours ago
My daughter receives assistance for her and her young child - food stamps, medicaid and partial housing from the government. As her father, I also provide her with funding for all that isn't covered....
See more...
My daughter receives assistance for her and her young child - food stamps, medicaid and partial housing from the government. As her father, I also provide her with funding for all that isn't covered. Can I claim her and her child for what I provide to supplement those government benefits?
3 hours ago
In TurboTax Online, the Finish & File section is located in the left-hand menu, usually after you have completed the federal and state review steps. Try clicking on Tax Home if you can't see it.
...
See more...
In TurboTax Online, the Finish & File section is located in the left-hand menu, usually after you have completed the federal and state review steps. Try clicking on Tax Home if you can't see it.
If you are using a TurboTax Desktop program, you can click on the File Tab (the gray bar that goes across your screen near the top) to review and file you can click on the Review Tab and follow the step by step instructions through to the filing process.
See also:
How do I know my taxes are complete?
How do I complete Step 2 under Finish & File?
Please return to Community if you have any additional information or questions and we would be happy to help.
3 hours ago
Need some help on how to rectify the situation I find myself in: 1. March 25 - made a $5100 prior year (2024) contribution to my Roth IRA 2. April 25 - prepared tax return, realized I had exceeded ...
See more...
Need some help on how to rectify the situation I find myself in: 1. March 25 - made a $5100 prior year (2024) contribution to my Roth IRA 2. April 25 - prepared tax return, realized I had exceeded the Roth IRA contribution MAGI limit, and requested my financial institution withdraw the excess contribution which they said they would do. 3. April 25 - filed my return indicating that the excess contribution would be withdrawn by the tax filing deadline (My IRA Contribution Worksheet, Regular Roth IRA Contributions, Line 25 reflects the $5100 to be withdrawn before tax filing deadline). 4. May 25 - I find out the financial institution did not complete the withdrawal of the excess contribution and thus they finally execute the withdrawal on 05/21/2025. 5. Jan 25 - I receive 2 1099-R's relating to the excess contribution withdrawal 1st 1099-R: Box 1: $5100, Box 2: $243.03, Box 7 PJ 2nd 1099-R: Box 1: $243.02, Box 7 8J 6. APR 25 - I enter both 1099-R's as part of filing 2025 taxes and now I see I have Form 5329 filled out and Turbotax indicates I'm being taxed at 6% on the excess contribution amount. So I've done some digging and I *believe* I see what's going on but I have no idea how to correct/compensate for it. Specifically on Form 5329 Part IV, Line 18 it reports my 2024 excess contribution of $5100, but on Line 20 it shows $0, even though I withdrew (distributed) the excess contribution and it was reported on a 1099-R. Thus Line 24 has my total excess contribution at $5100 and Line 25 has the additional tax of $306. So I'm thinking the issue revolves around me having filed 2024 indicating the excess contribution was removed before filing (and thus all my basis totals in Turbotax are actually correct!) and that somehow preventing Turbotax from triggering my withdrawal of the funds in 2025 (ie, Turbotax believes the funds were already withdrawn so why should it ask again, right?!). Any help/insight on how to resolve is greatly appreciated. PS> I have Turbotax online PREMIUM (the product selection below does not list PREMIUM so I selected I Don't Know).
Topics:
3 hours ago
Worked this for me too to solve the same issue!
3 hours ago
Topics:
3 hours ago
1 Cheer
USER ERROR WITH SOCIAL SECURITY ENTRY
We have seen a lot of people who made a user error with the entry of their SSA1099. The screen right after you enter the SSA1099 asks you if you lived in cer...
See more...
USER ERROR WITH SOCIAL SECURITY ENTRY
We have seen a lot of people who made a user error with the entry of their SSA1099. The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025. If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly. Look at your Form 1040 and see if line 6b was left blank due to that mistake. The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due. It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.
3 hours ago
Settlement fees are not deductible. However, you can add those costs to your basis which will reduce your gain when you dispose of the property. Can I deduct mortgage closing costs? For your ...
See more...
Settlement fees are not deductible. However, you can add those costs to your basis which will reduce your gain when you dispose of the property. Can I deduct mortgage closing costs? For your primary or secondary home, the only deductible closing costs are home mortgage interest and certain real estate taxes. These deductible costs generally include: Real estate taxes paid at closing Mortgage interest paid when the cost was settled Interest paid at the house’s purchase Loan origination fees, known as “points” You can add other settlement fees or closing costs to the basis of your property. This way you’ll get credit for those costs when you sell the home. These base adjustments include: Abstract fees Charges for installing utility services Legal fees Recording fees Surveys Transfer taxes Title insurance Any amounts the seller owes that you agree to pay, such as back taxes or interest, recording or mortgage fees, charges for improvements or repairs, and sales commissions
3 hours ago
Why is Turbo Tax Calculation for "Taxable Social Security Benefits" $0. and IRS calculation is $47,157. ?
Topics:
3 hours ago
4 hours ago
After the most recent update from 4/5/26, the application crashes when opening up TurboTax login to pay for Audit Defense. This is for Turbotax Business for Windows. Tried running as administrator bu...
See more...
After the most recent update from 4/5/26, the application crashes when opening up TurboTax login to pay for Audit Defense. This is for Turbotax Business for Windows. Tried running as administrator but same thing happens. Is there a workaround or update coming?
Topics:
4 hours ago
TurboTax Premier 2025, Mac desktop version Application: 2025.r27.046, build date Apr 6, 2026 at 14:34:17 Each time I attempt to download tax data from Merrill, I successfully log in, see my list...
See more...
TurboTax Premier 2025, Mac desktop version Application: 2025.r27.046, build date Apr 6, 2026 at 14:34:17 Each time I attempt to download tax data from Merrill, I successfully log in, see my list of accounts, and then click to give consent to share data. The next screen shows "Connecting to Merrill..." for a minute or so, during which time I receive an e-mail from Merrill indicating that my consent was received. Finally, the process concludes with "Something unexpected happened and we can't connect to Merrill. Try again in a few hours. (590)" I have tried this at least 15 times yesterday and today. I have done the following: allowed Local network access for ttd-fdp-ui-config-v2.app.intuit.com cleared cookies disabled anti-virus disabled firewalls switched Internet connections applied software updates tried multiple browsers rebooted In other words, pretty much everything that I can to rule out problems on my end. Since I am able to log on to Merrill, see accounts, and receive an e-mail from them each time I go through the process, I am fairly convinced this is a problem with TurboTax. I have used TurboTax for many years to file returns with tax data downloaded from Merrill. I see that there are other reports of Intuit product users having very similar problems. Please Intuit, do a better job of QA testing before you release! But for now, please help me get my tax data downloaded. Aside from the obvious, what does status 590 mean?
Topics:
4 hours ago
Topics:
4 hours ago
You may be due another credit for your HVAC unit purchased in 2025. To enter your heat pump, go to the Deductions and Credits section of TurboTax and then Your Home, then Home Energy Credits. Work t...
See more...
You may be due another credit for your HVAC unit purchased in 2025. To enter your heat pump, go to the Deductions and Credits section of TurboTax and then Your Home, then Home Energy Credits. Work through that section until you come to a screen that says Do you have any of these residential energy property costs in 2025? One of the items listed is Qualified central air conditioners. Answer "yes" to that question and proceed through the next screens to enter your HVAC unit information.
4 hours ago
Thank you for providing your token number. I took a closer look at the Qualified Dividends and Capital Gains Worksheet included as part of your return and did not see any issue with the number shown...
See more...
Thank you for providing your token number. I took a closer look at the Qualified Dividends and Capital Gains Worksheet included as part of your return and did not see any issue with the number shown on line 3.
Even though the value shown on line 3 does match the number shown on your Form 1040 line 7a, it also happens to be the same as Schedule D line 16 (which is less than Schedule D line 15). So, the calculation is correct.
@evmalia
4 hours ago
To fix your duplicate dependents showing on your TurboTax state return, you can try removing them from your return and adding them back. You will do this from your My Info or Personal Info section of...
See more...
To fix your duplicate dependents showing on your TurboTax state return, you can try removing them from your return and adding them back. You will do this from your My Info or Personal Info section of TurboTax.
Also try deleting Form 2114 from your return and then going back through the screens in TurboTax using the instructions listed below:
If you are using TurboTax Online you can delete a Form 2114 as follows:
In your left panel of your TurboTax screen click on "Tax Tools"
And then Click on "Tools"
Click on "Delete a Form"
Scroll through your list of Forms
Click the garbage can next to "Form 2114"
If you are using TurboTax Desktop, you can delete a Form 2114 as follows:
Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode"
In your left panel scroll down and look for "Form 2114"
In your right panel at the bottom of Form 2114, click on "Delete Form"
Click on "Yes" to confirm the deletion.
You can go back to the screens in TurboTax for the dependent care credit as follows to re-enter any information or correct any entries:
Click on Search at the top right of your TurboTax screen
Type dependent care in the search box
Click on the link that says Jump to dependent care
Your screen will say Did you pay for dependent care in 2025? Answer and Continue
Answer all follow-up questions
If this does not clear the error, you may have to clear your state return and start it over.
See also:
How do I delete my state return in TurboTax Online?
Please return to Community if you have any additional information or questions and we would be happy to help.
4 hours ago
I had the exact same issue. I also received the complete transcript from IRS.gov in the mail. Then I ran through the numbers per the 2025 Publication 915 worksheet on a separate spreadsheet, foll...
See more...
I had the exact same issue. I also received the complete transcript from IRS.gov in the mail. Then I ran through the numbers per the 2025 Publication 915 worksheet on a separate spreadsheet, following every rule as stated. The IRS numbers are correct, and TurboTax is incorrect. This is such a basic, simple, straightforward publication from the IRS. I have relied on TurboTax for years. But I must strongly agree with everyone on this thread that this sort of accounting mistake is completely UNACCEPTABLE. Nothing like this should ever happen, especially when paying for Max Benefits. And then to be told later that nothing can be done once the IRS has delivered its final outcome is like saying there is no good reason to use TurboTax in the first place, because TT can just make up numbers and stand aside when the IRS delivers the facts. What good, then, are TT Max Benefits? TurboTax, shame on you!