All Posts

noone on this forum can answer your question. Did you get an email saying it was "accepted". If not, maybe you did not successfully e-file so the state does not have it.  You can always try calling the state department of revenue to see what it says.  

you can't. 2001 is no longer supported, so even if you had the 2001app installed, you could not open the return. for the future, remember that TurboTax only supports the current and the 3 prior years. After that, the .xxxtaxxxxx can no longer be opened by its apps. So save a PDF copy or two (one offline, just in case your computer goes south) .   there is a web service, not affiliated with TurboTax or Intuit that may be able to open the file   the website is - use at your own risk https://www.taxprinter.com/       

It SEEMS to be saying that column A of the 1040-X is not what was on the previous 1040 or 1040-X (before the current amendment). Column A must be what was shown on the previous return ie before the current amendment. Did you save a PDF of the previous return so you can check? if not you'll have to wait until the transcript of the last accepted return posts to your account.      you should wait to see what others say because this error message does not show upin a web search.       

You don't have to wait until the April tax deadline.  You just need to wait until your California return is fully processed by the Franchise Tax Board and your payment has been accepted.  You can log into the FTB and set up a MyFTB account if you don't have one already.  Then you will be able to check the account status of your return before you file the amended state return.

The import function will be available soon in TurboTax Desktop, but for now, you will need to manually enter your reportable transactions from your 1099-DA form into TurboTax Desktop.  Please see where do I enter investment sales for guidance on getting to the correct section in TurboTax. You would then need to mail Form 8949 to the IRS after electronically filing your tax return by following these instructions.  Please see this video for more details on checking this information in TurboTax once it is all entered.    @pjgolfalot 

MonikaK1 - Thank you so much for the response - but I would still like some clarification:  The following applies:   1.  I am not eligible for Medicare 2.  I do pay the full cost for my health insurance that is made available for purchase from my ex-employer (state government).  There is no contribution from the state, so I don't believe it is "subsidized". 3.  I am "self-employed" (50-50 partner in an LLC that files a 1065 & issues K-1's).  The K-1 net income does not include a deduction for health insurance, and there is no corresponding taxable "guaranteed payment" added in either. 4.  The Turbotax (Home & Business) "forms view" for Form 7206 says to "Enter the total amount paid ... for insurance coverage established under your business".   The simplest solution is to enter the health care deduction on Form 7206 & on Schedule-1, Line-17.  I could achieve a very similar result (since the other partner is my spouse & we file jointly) by having the business deduct this as an expense and then paying me "guaranteed payments" of that same amount (which would be reflected on the K-1s for my wife and I), but this solution likely would not work for the past (2025) year.  I am confident that I meet the intent of the deduction (self-employed, paying full cost of insurance with post-tax dollars, etc.), but I don't know if I have "checked all of the boxes" since I am not sure whether the insurance policy can be considered to be "established under your business".   In summary - can I consider this to be "established under your business", and therefore eligible for the Schedule-1 deduction?

"My Mom shouldn’t have taken anything in 2025 for my Dad, correct?"   Correct.  In 2025 there was no longer an inherited IRA that would be subject to beneficiary RMDs.  Even if the transfer to the IRA in your mother's name did not take place until 2025, she would still be treated as owner for all of 2025.   The fact that only one Form 1099-R was issued showing the combined amount of the RMDs suggests that they are treating it as one IRA account containing two CDs.   "that TT radial button asking if it was an inherited IRA threw me off because technically she *did* inherit it. "   Yeah, that confuses everyone who encounters this situation.  TurboTax really shouldn't be asking this question at all for distributions from traditional IRAs and should just go by the code in box 7 (code 4 indicating a distribution to a beneficiary of an inherited IRA, code 1, 2 or 7 indicating a distribution from an owned IRA).   "I am now concerned about your statement that my Mom should have taken an RMD in 2025 for the IRA she inherited,"   By that I meant the account (or least the CD) that is now hers and no longer your father's.  You said that two RMDs were taken in 2025, so I assume that that was one for each of the CDs, which is all that was necessary.  Based on what you have said, your father's last RMD was completed in 2024.

It sounds like you would like to preview your stock sales that have been entered on your tax return.  If you are using TurboTax Desktop, you can see your forms on the Forms section of the program in the top right.   However, if you are preparing your tax return using TurboTax Online, you may need to register or pay before seeing the forms.  Please see how do I preview my TurboTax Online return before filing for guidance.   You will be able to find your stock items on Form 8949 with the summary totals listed on Schedule D, Capital Gains and Losses.

To contribute to a Traditional IRA, you will need to open an account with a brokerage (like Fidelity or Vanguard) and contribute your funds (not to exceed the contribution limits for the year) to the account by the due date. For 2025, you can contribute up to $7,000 ($8,000 if age 50+), with a deadline of April 15, 2026. Your contributions may be tax-deductible depending on income and workplace plan coverage.   Here are some links that provide more information regarding IRA contributions and how to report this on your tax return:   How to open a traditional IRA The Basics of a Traditional IRA Where do I enter my traditional or Roth IRA contributions?