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KarenKorby

When will Pension section be available for input?

severinw1

TDills

I still have not received the download concerning retirement income section---IRA, etc. I assume I will have to purchase another product somewhere else if not received very soon.

PatriciaV

Although the forms availability table indicates that Form 8829 is ready to e-file, depreciation calculations have not been finalized. This prevents Form 8829 from accurately calculating your home off...

Although the forms availability table indicates that Form 8829 is ready to e-file, depreciation calculations have not been finalized. This prevents Form 8829 from accurately calculating your home office deduction, which is why you received the "Check this Entry" message. We recommend that you wait a few days for TurboTax Online updates to be released, which should resolve the experience you're having with the Home Office Deduction. @rcorrie @hsmom213

MinhT1

The 1099-R is now ready in both TurboTax Online and TurboTax Desktop. For TurboTax desktop, make sure to update your program.

jerry0616

I updated my software today and the 1099r input is NOT working! Please advise.

user17689364450

When Turbo Tax is checking for errors, I get a message that line 7A must be checked yes or no. I click on no. Run smart check again and it says line 7A must be blank. It won't allow me to continue...

When Turbo Tax is checking for errors, I get a message that line 7A must be checked yes or no. I click on no. Run smart check again and it says line 7A must be blank. It won't allow me to continue because of this. When I check the "NO" block it errors out saying it must be blank. If I try to leave it blank, it says must be yes or no. What's going on? I need to check the no block, but it errors out with smart check.

Slimbo

Am in Forms view on 2024 TurboTax Premier for Windows. Looking at Part IV, lines 18, 19, and 20. Line 18: "Enter the combined value of all traditional IRAs (including SEP and SIMPLE IRAs) on 12/...

Am in Forms view on 2024 TurboTax Premier for Windows. Looking at Part IV, lines 18, 19, and 20. Line 18: "Enter the combined value of all traditional IRAs (including SEP and SIMPLE IRAs) on 12/31/2024 (See Help)." Line 19: "If any amounts were recharacterized either to or from any traditional IRA, enter the net amounts recharacterized after 12/31/2024." QUESTION: Any amounts recharacterized TO a traditional IRA (e.g., from a Roth) that ARE INCLUDED IN line 18? Or that ARE IN ADDITION TO the amount in line 18? I assume it is the latter, but wanted to check. Line 20: "Enter the total amount of any traditional IRA distributions that you rolled over, or intend to roll over, to another traditional IRA, but the rollover was (or will be) made after 12/31/2024." QUESTION: I rolled over 100% of my 401(k) to a traditional IRA on 12/31/2024 after taking my RMD from the 401(k) => my 12/31/2024 401(k) balance was zero. However, the funds were actually added to my rollover IRA at Fidelity on 1/2/2025 => they are NOT included in line 18. Nonetheless, I do NOT include the rollover from the 401(k) in line 20, correct? (The verbiage in line 20 pertains to IRA's and does not mention 401(k)'s, but I wanted to make sure.) Somewhat related: In step-by-step view, how do I get back into the section that underlies the IRA Info Wks form? There is no "jump to" link in Help. Tried to get there by once again going through the IRA section in Deductions, but failed. Thanks!!!

RichJo

It's 2026 and I'm doing my 2025 taxes. Why does the TurboTax Social Security Benefits Worksheet have a box checked by default referring to 2024 Social Security benefits received? See attached scr...

It's 2026 and I'm doing my 2025 taxes. Why does the TurboTax Social Security Benefits Worksheet have a box checked by default referring to 2024 Social Security benefits received? See attached screenshot. I'm going to be entering my 2025 Social Security income, not 2024.

DoninGA

TurboTax does not have a copy of the W-2 or Form 1099. It would have a Form W-2 Wage and Tax Statement that included the tax data from the forms that were entered. The forms would be included in t...

TurboTax does not have a copy of the W-2 or Form 1099. It would have a Form W-2 Wage and Tax Statement that included the tax data from the forms that were entered. The forms would be included in the PDF of the tax return in the tax year the return was completed. Copies of a Form 1099 would have to obtained from the issuer of the form. To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF) If you cannot obtain the W-2 from your employer, then for a fee you can get a complete copy of a W-2 from the Social Security Administration - https://faq.ssa.gov/en-us/Topic/article/KA-02501 You can get a free Wage and Income transcript from the IRS - https://www.irs.gov/individuals/get-transcript For a fee of $30 you can get a complete federal tax return to include copies of W-2's, if you mailed the tax return and included a paper W-2, from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf See this IRS Tax Topic - http://www.irs.gov/taxtopics/tc159.html

Hal_Al

Include only actual military retirement income in the box titled "Military retirement income included in federal income". Do not include any of your civil service retirement income in that box,...

Include only actual military retirement income in the box titled "Military retirement income included in federal income". Do not include any of your civil service retirement income in that box, not even the amount attributable to military time. TurboTax (TT) will do that calculation for the amount of civil service pension excludable and then add it to the amount of actual military retirement (if any). It is working correctly on my program (desktop [download] Deluxe).

DoninGA

To pay the TurboTax online account fees by credit card, without completing the 2025 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. ...

To pay the TurboTax online account fees by credit card, without completing the 2025 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. Complete the credit card section and click on Confirm payment. However, you can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Vanessa A

No. You do not combine them. You will be given the option to add a MSA for both you and your spouse. To do this, be sure you have entered your spouses info on the personal info section of your retu...

No. You do not combine them. You will be given the option to add a MSA for both you and your spouse. To do this, be sure you have entered your spouses info on the personal info section of your return and selected that you are married filing jointly. After you select that both you and your spouse received the MSA, it will ask you who received this 1099-SA. Select one of you then when you have it completed select add another and select the other person and enter the information from their 1099-SA.

MinhT1

The 1099-R section is now ready in both TurboTax Online and TurboTax Desktop. For TurboTax Desktop, make sure to update your program.

Opus 17

@mesquitebean wrote: It might vary from institution to institution. The original offer "terms and conditions" might have a footnote that says what the tax implication is. In all likeli...

@mesquitebean wrote: It might vary from institution to institution. The original offer "terms and conditions" might have a footnote that says what the tax implication is. In all likelihood and in my experience, the bank will not issue a 1099 and they will say "we can't offer tax advice, contact your tax advisor."

JamesG1

Has your access to the Earned Income Tax Credit has been disallowed during a previous tax year? Perhaps you have received a letter from the IRS allowing you to again claim the Earned Income Tax Cred...

Has your access to the Earned Income Tax Credit has been disallowed during a previous tax year? Perhaps you have received a letter from the IRS allowing you to again claim the Earned Income Tax Credit. If not, you are able to download IRS form 8862 from the IRS website. In TurboTax Online, at the screen Let's check for uncommon situations, click the hyperlink to the right of I got a notice from the IRS saying that Form 8862 is required for the Earned Income Tax Credit. Why do I need to file an 8862? If your Earned Income Tax Credit was disallowed for any year after 1996, you'll receive a letter from the IRS confirming this. If your permission is later restored by the IRS, you’ll need to complete Form 8862 Information to Claim Certain Refundable Credits After Disallowance to claim this credit.

thowe1972

sclumzy760

rogue611

SteamTrain

The valuation stuff?? Who knows... a couple more weeks as a guess. ___________________ The item deletion bug??? That was just confirmed by some TTX staff a couple days ago....so might take 1 o...

The valuation stuff?? Who knows... a couple more weeks as a guess. ___________________ The item deletion bug??? That was just confirmed by some TTX staff a couple days ago....so might take 1 or 2 more weeks. Check next week....But if you delete any charity not used this year FIRST...then exit the charity area to be sure it takes, then go back into the charity area to add your items., you should be good. Of course, that doesn't help the hundreds-of-thousands of folks who are entering items right now how don't know there is a problem.

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Anyone hear when the Pension section will be available? Last I saw in the Community was 1/21. Which is today. It is not available.

I am unable to input my 1099-R. The online application indicates Under Review. It has-been this way for over a month. Does anyone know how to fix this issue?

Re: I am waiting for turbo tax deluxe to complete the software download concerning the IRA income section,when is it coming?

Re: Can't file with Form 8829

Re: when will the module for entering 1099R be

Re: 1099R section for 2025 income says available soon. Any estimated date?

Schedule B line 7A

Forms View: "IRA Info Wks"

Why is this box checked (by default) in the Social Security worksheet?

Re: Can’t view previous tax years uploaded w-2’s,they are blurry

Re: State of Ohio Return with civil service that includes military years

Re: I want to see my 2025 return

Re: How to report spouse's state Medical Savings Account

Re: When will Turbo be ready to accept pension and IRA income into the program ?

Re: I want to self-report a $300 BOA checking signup bonus. No 1099-INT issued (under $600). TurboTax asks for FEIN for 1099-INT, but I don’t have one. How do I enter it?

Re: Do I need to fill out a form 8862 if so how do I upload it since I’m doing mine on line

I want to see my 2025 return

Can’t view previous tax years uploaded w-2’s,they are blurry

When will Turbo be ready to accept pension and IRA income into the program ?

Re: Desktop TurboTax Premier 2025. When I enter my non-cash charity items I don't see the option to enter each item and have it valued. Is that still coming?

Do you have a TurboTax Online account?

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