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yesterday
Have done all suggested actions - still can not delete the canadian pension item. Keeps popping back up. FIX THE SOFTWARE!!!!!
yesterday
Hi @PatriciaV , I waited a few weeks and am now following up for a status update. Hoping to have a fix this week!
yesterday
If the 1099-Q distribution was all for qualified education expenses, you do not need to enter the 1099-Q at all. It is an informational document and should only be entered if the distribution excee...
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If the 1099-Q distribution was all for qualified education expenses, you do not need to enter the 1099-Q at all. It is an informational document and should only be entered if the distribution exceeds the education expenses. Please see 1099-Q reporting
When you receive IRS Form 1099-Q, you'll need to report this information on your tax return if the distribution is used for non-qualifying expenses.
TurboTax has added a Fair Market Value tool in the deductions section to help value donations. How do I use the Fair Market Value (FMV) tool to enter donations?
yesterday
This is still a bug - not yet fixed even after new update. TurboTax is in trouble. Is there better tax sw out there?
yesterday
Thanks. Please fix this TurboTax software issue for the next year.
yesterday
You will see that feature when you enter an investment sale in TurboTax as follows:
You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, ...
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You will see that feature when you enter an investment sale in TurboTax as follows:
You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents if you want to manually input your entries. Choose Stock, Bonds, Mutual Funds as the type of investment you want to enter. After you answer some questions, you will come to a screen that says Now, choose how to enter your sales. You can choose to enter them One by one or by Sales section totals.
yesterday
It’s fine to enter the totals for coveted stock sales. But enter any non coveted sale individually and you won’t have to send an attachment.
yesterday
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yesterday
1 Cheer
The 3885A is for personal business expenses so you need the 3885-L for your LLC business.
The do not file watermark should disappear when you mark that you are printing to file rather than your co...
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The 3885A is for personal business expenses so you need the 3885-L for your LLC business.
The do not file watermark should disappear when you mark that you are printing to file rather than your copy.
If you can't get rid of the watermark, download the Forms and copy the information over.
If you are on the desktop version, just switch to Forms mode and print.
FTB forms:
FTB Form 568 (2023)
FTB Form 568 (2024)
FTB Form 568 (2025)
yesterday
It is happening to me too! very frustrating. is there a ETA on a fix
yesterday
I hate to admit that this has been very confusing. I turned 73 in October of 2025. I decided to take advantage of the April 1, 2026 extension to withdraw my RMD. I made the withdrawal on March 2, 20...
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I hate to admit that this has been very confusing. I turned 73 in October of 2025. I decided to take advantage of the April 1, 2026 extension to withdraw my RMD. I made the withdrawal on March 2, 2026. Since I had the extension, I assumed I would be able to report the RMD (the one I withdrew in March 2026) as earnings to be included in 2025. As I have looked into this more closely, it would appear that I made a big mistake. It seems that the only break I got was from the penalty portion of delaying the RMD a couple of months. It is becoming increasingly clear that the RMD itself will now have to be combined with the next one I will need to take before December 31, 2026. I would love to have someone tell me I am wrong about the double RMD hits in 2026.
yesterday
TT installed an update today that now has some extra questions about the QTP-Roth rollover and does the right thing in making it not taxable. Yay! *However*, the first time I opened the tax retur...
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TT installed an update today that now has some extra questions about the QTP-Roth rollover and does the right thing in making it not taxable. Yay! *However*, the first time I opened the tax return after the update, it had screwed up the refunds. I found that TT kept wanting to put an X in the internal 1099-Q Box 6, "Check if the recipient is not the designated beneficiary." There is no X in Box 6 of the printed 1099-Q received from the 529 plan, and in the walkthrough question (which, a bit confusingly, asks in the reverse manner, i.e. "Is the recipient the designated beneficiary?"), I have always answered Yes. Yet when I went to the Forms View, it had checked Box 6, which would render the rollover ineligible. After a few tries where I corrected the form by hand and also re-did the walkthrough, TT seems to have got the message. But there may be an issue here, so I would recommend that anyone needing this function open Forms View and check that "Form 1099-Q: Payments From Qualified Education Programs" form has been done right. You may need to walk through just to be sure.
yesterday
What about realtor fees where I had to pay a realtor for finding tenants for my property? That can't be considered an improvement; however, TurboTax didn't detect my entire realtor fees last year.
yesterday
Thanks for the token with IL state return file. The filter removed the first part of your token #, @mblanco59 - Can you repost it, add some spaces between the digits or post a screen image of the...
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Thanks for the token with IL state return file. The filter removed the first part of your token #, @mblanco59 - Can you repost it, add some spaces between the digits or post a screen image of the number.
yesterday
Using desktop version. Father passed away in 2026, e-filing 2025 1040-SR (not the final year and an amount is owed). I inputted my father's date of death and my name for the Care of Representative'...
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Using desktop version. Father passed away in 2026, e-filing 2025 1040-SR (not the final year and an amount is owed). I inputted my father's date of death and my name for the Care of Representative's name. When e-filing "Sign Your 2025 Return" whose PIN and Date of Birth do I use, my father's or mine. My father did not efile in the past so I'm guessing I can make a PIN up. Also for "Additional ID verification" whose ID do I use, my father's or mine? If the PIN, DOB, and ID are my father's information is there any additional information that I have to give besides my name as Care of Representative? The desktop version does not asked me for my information when e-filing. Any help would be appreciated. Thanks
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yesterday
What instructions did you receive? Was it to delete the form called "Carryover Wks"? Remember that we in the Community cannot see your private tax data nor the screen you are on, help us help you...
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What instructions did you receive? Was it to delete the form called "Carryover Wks"? Remember that we in the Community cannot see your private tax data nor the screen you are on, help us help you with more details.
yesterday
Are 2025 real estate taxes paid an add-in?
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yesterday
1 Cheer
Turbo Tax has the following codes available for a K-1 entry from a partnership:
- Box 11 A-S and ZZ
- Box 13 A-Z and AA-AE and ZZ
- Box 14 A-C
- Box 15 and Box 16 A-Z and AA-AZ and BA-BC ...
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Turbo Tax has the following codes available for a K-1 entry from a partnership:
- Box 11 A-S and ZZ
- Box 13 A-Z and AA-AE and ZZ
- Box 14 A-C
- Box 15 and Box 16 A-Z and AA-AZ and BA-BC and ZZ
- Box 17 A-F
- Box 18 A-C
- Box 19 A-G
- Box 20 A-Z and AA-AZ and ZZ
yesterday
Form 3804-CR Part II, line 2. See here for complete entry.