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3 hours ago
No need to be testy - I did see that as it was a response to my question.
3 hours ago
The Form 1099-R section is estimated to be finalized for interview entry and available in TurboTax on 01/21/2026
You can use Forms mode to enter the 1099-R tax data. Click on Forms
Click on ...
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The Form 1099-R section is estimated to be finalized for interview entry and available in TurboTax on 01/21/2026
You can use Forms mode to enter the 1099-R tax data. Click on Forms
Click on Open Form in the upper left of the Forms mode screen
Type in 1099-R. Click on the result to open the form.
3 hours ago
My daughter and her boyfriend bought a home and had a baby in 2025. He makes a bit more then her. If one takes the HoH deduction, can the other take all of the mortgage int for Itemizing? Also, do...
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My daughter and her boyfriend bought a home and had a baby in 2025. He makes a bit more then her. If one takes the HoH deduction, can the other take all of the mortgage int for Itemizing? Also, does it matter who gets the child tax credit? Finally, the DCFSA, does it matter who does it? I am sure if one took all of the above mentioned, there is no problem at all. But, if its split, does it raise red flags? Thx, Don
3 hours ago
I am unable to post my 1099-R data from pensions to the 2025 TurboTax Premier edition installed on my PC. I get this message: "This section is unavailable while we work on updates for recent tax ...
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I am unable to post my 1099-R data from pensions to the 2025 TurboTax Premier edition installed on my PC. I get this message: "This section is unavailable while we work on updates for recent tax law changes." Curiously, I was able to post the entry for my social security 1099-R. I've used TurboTax for many years and have never encountered this problem. Thoughts?
3 hours ago
@rt7471 wrote:
Now January 17th and still not available. Not happy with that so next year may be the time to change to another tax service.
The Form 1099-R section is estimated to be fina...
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@rt7471 wrote:
Now January 17th and still not available. Not happy with that so next year may be the time to change to another tax service.
The Form 1099-R section is estimated to be finalized and available in TurboTax on 01/21/2026
3 hours ago
1 Cheer
All of the TurboTax desktop editions use the same forms and schedules. So you can report both your W-2 income and your self-employment income and expenses using the Deluxe desktop edition.
The hig...
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All of the TurboTax desktop editions use the same forms and schedules. So you can report both your W-2 income and your self-employment income and expenses using the Deluxe desktop edition.
The higher editions give you more help and guidance.
TurboTax 2025 desktop editions - https://turbotax.intuit.com/personal-taxes/cd-download/
3 hours ago
Now January 17th and still not available. Not happy with that so next year may be the time to change to another tax service.
3 hours ago
Hey Robert, thanks for your input. I'm grateful to hear your thoughts on no.1 and no.2, but would like to further get your thoughts on no.3. You mentioned "If you never received the money at C...
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Hey Robert, thanks for your input. I'm grateful to hear your thoughts on no.1 and no.2, but would like to further get your thoughts on no.3. You mentioned "If you never received the money at Celcius and it was never actually added to your account then it can't be part of the basis of the currency" but I think this is inaccurate. My account value and holdings did increase on Celsius, I just never cashed out but I could have if I did so before their default. It was an interest payment, so effectively its like I got the interest , then i bought additional shares with that money. I paid taxes on the interest because i got 1099 at the end of the year. So effectively my cost basis on those shares i received as interest payment should be what I paid taxes on interest income via 1099? Please let me know your thoughts.
3 hours ago
FORM 3903 is Moving Expense which is unrelated to form 1099-R. SO the TurboTax software doesn't even sign you up for the correct form when you ask to be notified when Turbo tax will be updated to ...
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FORM 3903 is Moving Expense which is unrelated to form 1099-R. SO the TurboTax software doesn't even sign you up for the correct form when you ask to be notified when Turbo tax will be updated to accept 1099-R data. This is not very reassuring!
3 hours ago
I have regular W2 income and work a side job as an independent contractor that I will get a 1099 for. I also will have expenses for this 1099 job. I like to download my turbo tax to my computer and n...
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I have regular W2 income and work a side job as an independent contractor that I will get a 1099 for. I also will have expenses for this 1099 job. I like to download my turbo tax to my computer and need to know what version i need. I usually use Deluxe when i only had w2 income. I dont have much for 1099 income less then $1,000 and less then $200 in expenses. Can i still use the Deluxe verison?
3 hours ago
My spouse (low wage earner) lives in NJ and I am retired (high investment income) living in Florida, can we file MFJ joint federal return but separate state returns that only report our own incomes ...
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My spouse (low wage earner) lives in NJ and I am retired (high investment income) living in Florida, can we file MFJ joint federal return but separate state returns that only report our own incomes to the states in which we live?
3 hours ago
It is a problem in the desktop software too. It looks as though the max contribution amount has not been updated to the 2025 number. So this is not an issue of whether or not the IRS has not finalize...
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It is a problem in the desktop software too. It looks as though the max contribution amount has not been updated to the 2025 number. So this is not an issue of whether or not the IRS has not finalized a form. It is showing up for me on the SEP/Keogh/401k worksheet, Individual 401(k), line 6a. It marks a contribution of $23,500 as red (i.e. wrong) but will allow a contribution of $23,000.
3 hours ago
That doesn't work on my 2025 desktop version of TurboTax.
3 hours ago
My wife became a resident alien in August but will receive 1042-S not 1099-B/DIV. How do we report capital gains and interest and dividend income only earned after the date she got her Green Card and...
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My wife became a resident alien in August but will receive 1042-S not 1099-B/DIV. How do we report capital gains and interest and dividend income only earned after the date she got her Green Card and became liable for US income taxes?
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3 hours ago
Don't know if this will help others, but this is how I got it to work (on my Mac). I opened my 2024 tax file using TurboTax 2024. It notified me that there were updates necessary to the software. ...
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Don't know if this will help others, but this is how I got it to work (on my Mac). I opened my 2024 tax file using TurboTax 2024. It notified me that there were updates necessary to the software. I allowed it to update TurboTex 2024 and open my last-year's file. Then I re-saved the file. I then quit TT2024, re-opened TT2025, and was able to transfer the data. Good luck.
3 hours ago
Federal went fine then comes state. All my addresses are correct (I moved in July of 2025) still in the same city and same county. I left my job before I even moved. The state will not give me the op...
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Federal went fine then comes state. All my addresses are correct (I moved in July of 2025) still in the same city and same county. I left my job before I even moved. The state will not give me the option for the correct county to choose. In fact it only gives me ONE option. ADAMS which is not correct as I am in LANCASTER County Lincoln NE. I've uninstalled the app. Cleared cache data, deleted state to restart that part. Completely deleted all my return info and started over. Still gives me the incorrect county. 68516 (current zip code) 68526 (previous zip code) BOTH LANCASTER. Used the usps county finder based on zip code and that just gives me errors. Says incorrect zip used. Did not have this issue last year...
4 hours ago
1 Cheer
@MikeHodges wrote: 🖕Agree. I won't be using Turbo Tax this year if it won't run on Windows 10. Then you have your choice of H&R Block or TaxAct. I highly doubt you'll like the interface of e...
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@MikeHodges wrote: 🖕Agree. I won't be using Turbo Tax this year if it won't run on Windows 10. Then you have your choice of H&R Block or TaxAct. I highly doubt you'll like the interface of either compared to TurboTax, but that's your decision. Good luck.
4 hours ago
Unless I'm reading this wrong, the 2025 limit is still showing the 2024 numbers. To wit: The 2025 max 401k contribution limit is $23,500 employEE contribution + $46,500 employER contribution for...
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Unless I'm reading this wrong, the 2025 limit is still showing the 2024 numbers. To wit: The 2025 max 401k contribution limit is $23,500 employEE contribution + $46,500 employER contribution for total of $70,000. Plus, an additional catchup of $7,500 for those age 50-59. I enter this information and then get told we "can defer a maximum of $30,500 to a 401(k) plan" - not the $31,000 that is allowed in 2025. On a later screen, it says "Maximum allowed to qualified plans: $76,500". And not the $77,500 that is allowed in 2025 (for those age 50-59). While it let me enter my correct/actual numbers for 2025 (which total $77,500), it is only giving me a deduction of $76,500. Can someone at TurboTax please investigate and address this?
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4 hours ago
My balance owed kept shooting up every time I reopened my file. I finally figured out that the screen where you input the months you were covered under a HDHP plan kept resetting all the months bac...
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My balance owed kept shooting up every time I reopened my file. I finally figured out that the screen where you input the months you were covered under a HDHP plan kept resetting all the months back to "None." I reinput the entries and saved the file. Reopened the file . . . all entries back to "None" again. As a result our HSA distributions are showing taxable when they shouldn't. Either I'm doing something wrong or there really is a bug in the program.
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4 hours ago
I was able to get it working. Basically on the file page I had to click pay with refund, then click (no thanks) for the deposit options, on that next page it showed the option for the advance.