All Posts

my brokerage Merrill lynch has no knowledge of a 24 digit tracking number. I spent hours on the phone with intuit turbo tax support and got no result other than "I guess you will have to enter the information manually".  Up until this year turbotax never required this 24 digit number.  something has changed at turbotax and they don't acknowledge it.  For me the software is useless without the ability to import financial information from my brokers.    

You will need to amend your return, but it is currently  too soon to amend your return now. ‌Once your return is fully processed (including receiving your refund if you expected one), you can amend as soon as the federal amended tax return form 1040-X is available for filing in TurboTax.  Use this tool to check availability of forms, including 1040X: Tax form availability   Here is some more information on filing amendments: How to File an Amended Tax Return with the IRS

You can try deleting the Form 1099-Q as follows and then re-enter it, that may resolve your issue:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1099-Q in the list and delete it   If not, I suggest you clear the cache on your computer and then re-boot it and try again.      

If you are in the payment section of TurboTax and you are getting an error saying your payment is canceled you can try some of the steps listed below.   Some of our customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.   You can try going out of your TurboTax program and going back in and clearing your cache and cookies to clear the message.  If you were able to e-file your tax return, then everything should be fine.   Your TurboTax return should  show as "Pending" immediately after e-filing. This indicates that it is in transit to the IRS or your state agency, but hasn't been accepted or rejected yet. This status usually lasts 24–48 hours.   Your TurboTax return will usually show as "Accepted" within 24 to 48 hours after e-filing.  This indicates that the IRS has received it and it has passed some initial checks.    Your tax return will show as "Approved" within 21 days of e-filing your return. This status can be confirmed by using the IRS Tool Where's My Refund?   For further instructions on how to clear cache and delete cookies, please see the links below: Clear Cache Delete Cookies   You can click here for How to Troubleshoot a Payment Error.  If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

No, you don't need to sign up for Credit Karma to track your refund. Let's Track Your Refund - Scroll to select 'Track Federal Refund', then follow the prompts. Have your refund amount ready. @peopletalk4 

It depends on what your employer is trying to indicate.  There is no standard label for overtime yet.     Are you an exempt or non-exempt employee when it comes to the Fair Labor Standards Act (FLSA)?     It sounds like EX OT is the overtime that is exempt.  QOC EST sounds like your employer's "estimate" of qualified overtime I would advise checking your last paystub of 2025. If you can reconcile the EX OT to your paystub, enter that amount and continue though the interview to deduct it. Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

If you do not have qualifying business income (QBI) then you can remove it by saying you did not actively or materially participate in any business activity. This can come from a K-1, 1099-PATR, Schedule C, 1099-DIV or a rental activity (not always allowed). The forms may have Section 199... in one of the boxes, depending on where your entry actual comes from. What is the Qualified Business Income Deduction (QBID)? When you have your tax return open use Search (upper right) > Type qbi > Click the Jump to... link. To remove it from a rental activity follow the steps below. Open your TurboTax return > Search (upper right) type rentals > Press enter > Click the Jump to ... link Edit next to your rental activity > Scroll to Qualified Business Income > Edit/Update > Select 'None of the above' on the Real Estate Professional page Continue to the page Do you want to use a safe harbor.... Select 'None of these apply' > Continue Select 'No', on the page  Is this Qualified Business Income? If you are self employed, using Schedule C, you are eligible for QBID and no change would be required.   @rdenney 

Thank you both for answering my question!     I asked this during the middle of filling out the form and then, just as y'all said, there it was at the end with all the pieces of the total deductions.   but I'm still sad that I didn't get to add it because it means my tax bill is still the same lol!

If box 14 for state withholding is empty then leave all boxes 14-16 Blank.   If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If box 2a is blank, and you haven't made after-tax contributions to the account, you can use the amount in box 1.