All Posts

Yes, if the correct amount is shown on your return, then there may be an issue with the sales tax deduction screen. I do not see any open or confirmed investigations on that topic.   If you like, in order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread   Here are the instructions for TurboTax Online users:    Go to the black panel on the left side of your program and select Tax Tools.  Then select Tools below Tax Tools.  A window will pop up which says Tools Center.   On this screen, select Share my file with Agent.  You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.  Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.     We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution. @Simpleton 

Thanks for your detailed reply. With that in mind, there doesn't appear to be any reason why I shouldn't get a $2000 energy-saving improvement tax credit after having completed the form and double-checked my work. However, the TurboTax form says that I am not eligible for any tax credit. Unfortunately, it doesn't list a reason why and I've been unable to determine the reason myself. I'm reluctant to pay a TurboTax "expert" to figure out an answer. I tried using the Chat function to find an answer but it was useless.

If you choose 'All forms required for filing' in the Print Dialogue box, scroll down in the second window and uncheck the State box or you will get your Federal and any states printed.   @user17707432887   

No, I do not have another 1099 for this account.  And the problem I am facing is that Turbo Tax thinks that having $0 in box 1 is an error, and is blocking me.  Is this an error with the form from my institution or is it a bug in TT?   Thanks

I would not say that it is easy.  I recommend printing out the various paper forms and the IRS form 1040 and its schedules.   Then I compare the forms with the numbers I see reported on the IRS form 1040 and its schedules.

Is there going to be a solution for desktop versions to do CSV 8949 import?  I can wait a bit if it's coming but if it's not coming I need to get going on asking for a refund from TurboTax and finding another solution. 

Yes, Form 1310 can't be e-filed. After completing the form, send it to the IRS Service Center where the deceased taxpayer’s return would normally be filed.    See Form and instructions in link below. https://www.irs.gov/pub/irs-pdf/f1310.pdf

The accounting department claims the w-2 is correct as Box 11 is only reflecting the vesting of an executive pension plan. The pension was not paid out as a lump sum but rather is being distributed in small monthly payments. They also produced a separate w-2 for the second half of 2025 when monthly income was actually distributed from this plan.    I left box 11 blank in my Turbotax return since vesting in a pension plan is very different from receiving an actual cash distribution and there was no other way around this glitch. Was that correct?

Yea, once I realized TurboTax was trying to charge me extra just to talk to a "live expert" I tried another service (free tax usa) and had no problems, it took maybe an extra 15-30 min to just start everything over there. As long as you upload last year's tax filing when you begin, it's super easy. And much cheaper! 

The computation for taxable Social Security is made on the Social Security Benefits Worksheet.  Print or view the tax return to review the entries.   You may print or view your full tax returns prior to filing after you have paid for the software.   View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. Select Include government worksheets.  

The 2025 Form 1040X will be available March 4th.  If you've already Filed and were Accepted, you need to wait until you receive your Refund (or your Balance Due payment has been processed) before submitting an Amended Return.   There's no rush to file an amendment; it takes up to 12 weeks to process and doesn't catch up to or correct your previously filed return since it's processed separately.    @123Mocha 

I am just hitting the same problem, I think.  My daughter moved to Washington state for a new job, but has a tiny bit of income earned while in college in our state.  TT opens a box stating that I need to pay $45 for the state filing.  Her return is very simple in the original state, so I was planning to just print and mail it in. Washington, of course, doesn't require a state return.  So, why would I need to pay $45 when my order clearly states  TURBOTAX DESKTOP PREMIER TAX YEAR 2025 WIN DOWNLOAD WITH STATE ?

Yes, if you rent out only part of your home or other property, deduct the part of your expenses that applies to the rented part on Schedule E. See the IRS Instructions for Schedule E.   See also this TurboTax tips article for more information about rental property deductions.   @user17724002644