All Posts

same problem here last yesterday and this morning. Rather frustrating.  Did not even clear 29,000, so I know that form is not required. Both did everything manual, then through uploaded picture, cleared everything, put it back in manual...it tried to force upgrade me saying the form was required.     I spent over an hour trying to figure out what I had done wrong, thankfully finding out I am not the only one...how fortunate. Hopefully the problem is resolved quickly; I have used turbotax for years, no issues so willing to be a bit patient. Takes longer then a few weeks, will just file elsewhere. Not going to be forced to pay for something I do not need simply due to a programming error.

@MarilynG1   I'm waiting for notice that Home and Business Turbotax is done.  I was incredibly disappointed, when trying to estimate Q4 taxes, that important sections had a "under construction" notice.  So I ended up estimating with a huge margin to avoid underpayment penalties (Somehow in California you can get a refund AND be penalized for perceived missteps on quarterly taxes).  I'd like to file very quickly to get all that money back.   Will Turbotax tell me when this version is completely functional?

Did your payment come out of the bank?  If not then you should print the forms and wait until after the 26th to see if your payment is processed after filing opens for the year.  If your payment is still not processed by the 27th or so then you should mail in your return and a check for payment.   If your payment already processed then the return processed and you're set.   @moses0020 

I AGREE! WHY WOULD TT DISCONTINUE THIS VALUABLE TOOL?? IT'S ONE OF THE REASONS I HAVE BEEN A FAITHFUL CUSTOMER OF TT FOR 26 YEARS NOW. IF IT'S NOT GOING TO BE RETURNED TO TT, I WILL BE SWITCHING TO OTHER TAX PREP SOFTWARE! 

So I downloaded the update of Desktop Premier today (22-Jan-2026).   It is more like the problem is covered up instead of fixed.   It no longer "forgets" that I was covered by an HSA eligible HDHP JAN-NOV but not DEC, however if you re-run the Step-by-Step interview for Medical->HSA deduction, it is still filling out the Line 3 Smart Worksheet of forms 8889-T and 8889-S incorrectly. If you read part A of the Smart Worksheet carefully, you will see that you can   *EITHER*   tick one of the three boxes in the "If you had the same coverage every month" section at the top...   *OR*   check 12 of the boxes below "if coverage varied during 2025".   Your Step-by-Step interview mode does both, and that is not allowed. The only way I can make it "look right" is to do 8889-T and 8889-S in "Forms" mode.

The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Yes, for the lump-sum distribution, you would not indicate 'periodic payments'.  For the single payment, TurboTax may then go on to ask if it was a disaster or hardship distribution to see if there is any early distribution penalty (if applicable).   If you can be more specific about your situation, we'll try to help further.        @SerottaD 

Can you please clarify your situation? What was the origination date of your old mortgage, and how were the funds used?    Also, can you please provide details about the new mortgage, since in another question you say it was transferred 3 times?