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9 hours ago
TurboTax receives no information from the IRS after you file your tax return. The IRS will mail you a letter that explains why your refund was reduced. No one in the user forum can see your tax r...
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TurboTax receives no information from the IRS after you file your tax return. The IRS will mail you a letter that explains why your refund was reduced. No one in the user forum can see your tax return or any of your information, so we cannot even guess what the IRS changed.
9 hours ago
Feedback to Intuit Product Team: Your decision to retire this and timing sucks. I have no choice but to file 25 with you but after 30+ years, i’m shopping for a new program for 26. I hope you all get...
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Feedback to Intuit Product Team: Your decision to retire this and timing sucks. I have no choice but to file 25 with you but after 30+ years, i’m shopping for a new program for 26. I hope you all get your act together. Worse is i don’t pay attention to your product emails outside of tax season and now can’t access my years of donation history costing me hours of extra work. Can’t hate you enough for robbing me of hours of time.
9 hours ago
1099-NEC income can not be reduced below zero by SE-Insurance premiums. Did you enter all the premiums using the linkage in Schedule C? if you enter them as part of medical expenses, they are not bei...
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1099-NEC income can not be reduced below zero by SE-Insurance premiums. Did you enter all the premiums using the linkage in Schedule C? if you enter them as part of medical expenses, they are not being treated as SE medical insurance.
9 hours ago
How to get help why our refund was changed?
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9 hours ago
Thank you that does work but is it correct reporting? Why is Turbo Tax not automatically figuring this out?
9 hours ago
i neede to speak to someona as to getting a verification code
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9 hours ago
No, you cannot select that you were covered by a HDHP all year if you were covered only 11 months. There is no time gap allowed with regard to being eligible to make a contribution to your HSA. If ...
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No, you cannot select that you were covered by a HDHP all year if you were covered only 11 months. There is no time gap allowed with regard to being eligible to make a contribution to your HSA. If you are not covered during a particular month, then your maximum allowed contribution to the HSA could be affected.
If you are covered on the last month of the year, then you can make the full HSA contribution based on that last month coverage. But, you must remain an eligible individual for the entire following year. If you do not maintain coverage through all of 2026, then your 2026 tax return will address the situation.
9 hours ago
If you did not take your RMD and did not receive a Form 1099-R, but would like to request a waiver via Form 5329 for your inherited IRA in TurboTax, do the following:
In TurboTax Desktop:
...
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If you did not take your RMD and did not receive a Form 1099-R, but would like to request a waiver via Form 5329 for your inherited IRA in TurboTax, do the following:
In TurboTax Desktop:
In Forms Mode, go to Open Form at the top left corner of your TurboTax screen and type 5329
Select Form 5329-T
On Form 5329-T, scroll down to Line 52a and input the $_ that was your RMD
On Line 53a, input zero (0) for the amount of the RMD you took
Input the $_ in Box A found just below Line 53b
Click Explain just below the $_
Write: "I mistakenly did not take the RMD for my inherited IRA. Upon discovering the error in January 2026, I immediately withdrew the full 2025 RMD amount of $_. I have now set up an automatic withdrawal to ensure this does not happen again."
In TurboTax Online:
Go to Wages & Income and select, Retirement Plans and Social Security, 1099-R...
Select, IRA, 401(k), Pension Plan Withdrawals (1099-R), then Start
Here, you will select Add a 1099-R, but will enter $0.00 in Box 1 and Box 2a since this is only to trigger the RMD interview, Continue
Note: Box 7 should have Code 4 for an inherited IRA, as well as the IRA/SEP/SIMPLE box checked
Click Continue through the interview, answering through next screens
When you reach Review your 1099-R Summary, click Continue
Ensure you selected, I inherited this IRA plan, Continue
Enter the information about from whom it was inherited, Continue
Answer the, "Did you have nondeductible contributions for this IRA?", typically No (unless your mother tracked her basis on Form 8606), Continue
Year when the person from whom you inherited IRA was born, Continue
When you reach, "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your RMD that was due by December 31, 2025 (but did not take), Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?"
Select "None of this distribution applied...", Continue
Next, you will be asked, "Did you take out the remaining $_ during the correction window?", Select, "No, I did not", Continue
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD), Select the pencil
Next, you will see, "Did you miss taking the...RMD...?", Select Yes, Continue
Enter the amount of the RMD (that you should have taken) when you reach, "Tell us the Total RMD...", Continue
Select "No", when asked, "Did you take a corrective distribution...?", Continue
Do you want to request a waiver, select, "Yes", Continue
Next, enter the amount of your RMD for which you are requesting the waiver, Continue
Next, enter an explanation, Continue
9 hours ago
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left side menu.)
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” sele...
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From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left side menu.)
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select Delete a Form
This will show all of the forms in your return
Scroll down to the form you want to delete
Select the Form
Select Delete / select the trashcan icon next to the form.
Make sure there are 2 versions of the form you expect to see as a duplicate before deleting it out of your return.
9 hours ago
I am trying to figure this out too. I found this post, but i am not sure if this is the correct method https://ttlc.intuit.com/community/state-taxes/discussion/as-a-full-time-maryland-resident-that-...
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I am trying to figure this out too. I found this post, but i am not sure if this is the correct method https://ttlc.intuit.com/community/state-taxes/discussion/as-a-full-time-maryland-resident-that-had-to-travel-for-work-can-i-claim-a-credit-for-the/00/499385
9 hours ago
We did not receive a refund of $10.0097. It was adjusted to $2,651.00. Why
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9 hours ago
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9 hours ago
Might be as simple as following: When TurboTax window opens, go to "Start New Tax Return" and it should show previous year. I tried to fill name etc with clicking that. Did have to make sure previ...
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Might be as simple as following: When TurboTax window opens, go to "Start New Tax Return" and it should show previous year. I tried to fill name etc with clicking that. Did have to make sure previous was in operating system I currently have first.
9 hours ago
RMD for 2025 = $50,954
2025 distributions = $80,000
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9 hours ago
that's exactly how that part of the form should be because its purpose is to accumulate PAL losses for a property. if you have a current year gain it will offset the prior years' losses, and only the...
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that's exactly how that part of the form should be because its purpose is to accumulate PAL losses for a property. if you have a current year gain it will offset the prior years' losses, and only the net would be a carryforward. in PART VII the net loss carryover by property is calculated.
9 hours ago
I made ES payments in 2025. Where do I put them in TurboTax?
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9 hours ago
Please use the link below to contact us regarding your questions.
How do I contact TurboTax?
9 hours ago
1 Cheer
To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid directly On Property Taxe...
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To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid directly On Property Taxes, click on the start or update button
9 hours ago
If I understand your question, you would like to know how to enter paid family leave.
This is not self employment income and should be reported by using the steps below. Once completed this wi...
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If I understand your question, you would like to know how to enter paid family leave.
This is not self employment income and should be reported by using the steps below. Once completed this will move the income to the Schedule 1, then the 1040. You may need to delete the Schedule C if you do have one in your tax file by accident. 1. TurboTax Online/Mobile > Search 1099misc > click See more > click the highlighted 1099-MISC 2. TurboTax Desktop > Search > 1099-MISC > Click the Jump to.. link 3. Enter the 1099-MISC exactly as printed, and then Continue 4. Enter Paid Family Leave 5. Select None of these apply, then Continue 6. Select No, it didn’t involve work….. and Continue to 'How often did you get income for Paid Family Leave?' 7. Select ONLY the tax year for which this specific 1099-MISC was issued. 8. Do not select the year that you received the 1099. Select the year for which the 1099-MISC was issued. Select no other year. 9. Select No, it didn’t involve an intent to earn money, then Continue 10. Select NO, then Continue 11. Click the DONE button This will complete the entry and you can continue to work on your tax return.
Use the link below for your version of TurboTax to delete a form.
If you're using TurboTax Online software and need to delete a form, click here.
If you're using TurboTax Desktop software and need to delete a form, click here.
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
Select Tax Tools
On the drop-down select Tools
On the pop-up menu titled “Tools Center”, select View Tax Summary
On the left sidebar, select Preview my 1040
For TurboTax Desktop, change to 'Forms' and review the forms
@chenkiko8
9 hours ago
A "Backdoor Roth" is a conversion, which is not a recharacterization.
The confusion between recharacterization and conversion is very common because they both involve moving money, but they se...
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A "Backdoor Roth" is a conversion, which is not a recharacterization.
The confusion between recharacterization and conversion is very common because they both involve moving money, but they serve completely different legal purposes. In a "Backdoor Roth" strategy, you usually do not want a recharacterization, you want a nondeductible contribution followed by a conversion. A recharacterization acts like a "do-over," telling the IRS to pretend you put the money into a Roth IRA from the very beginning. However, if your income is too high for a direct Roth contribution, this new Roth contribution will leave you with a 6% penalty.
A conversion, on the other hand, is a move where you acknowledge the money went into a Traditional IRA first and you are now choosing to shift that balance into a Roth account. This is the correct second step of the Backdoor Roth process. To fix this in TurboTax, you must stop using the word "recharacterize" in the interview. Instead, report a contribution to a Traditional IRA and designate it as nondeductible (which generates Form 8606). Then, go to the 1099-R section and enter the form from your bank, selecting the option that says "I converted it to a Roth IRA" when asked what you did with the money. This tells the software that the move was a conversion, keeping the transaction tax-free.
To review the steps in full to create a backdoor Roth conversion, here is a reference: How do I enter a backdoor Roth IRA conversion?