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yesterday
You enter or edit your address in MY INFO. Make sure you are using the address you want the IRS to use if the IRS needs to mail you a letter or a check.
yesterday
If you started in TurboTax Expert Assist, you must clear and start over if you haven’t paid yet to remove it. When you start over, select the product that you want. That's the only option.
If ...
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If you started in TurboTax Expert Assist, you must clear and start over if you haven’t paid yet to remove it. When you start over, select the product that you want. That's the only option.
If you added TurboTax Expert Assist after you started in another product, you can remove it as long as you haven’t used it.
Refer to the TurboTax article How do I remove TurboTax Expert Assist.
yesterday
I had some issues with printing and PDFs for Mac earlier in the season, particularly for California. Today I am able to print. Make sure you have all TurboTax updates installed.
The "ERROR: und...
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I had some issues with printing and PDFs for Mac earlier in the season, particularly for California. Today I am able to print. Make sure you have all TurboTax updates installed.
The "ERROR: undefined OFFENDING COMMAND: Sans" message in TurboTax is a PostScript font error occurring during the print process. It has been reported in different forums when using the TurboTax Desktop version on macOS. It signifies that the printer cannot interpret a specific font (likely a "Sans-Serif" variant) being sent by the software.
A suggestion found in an Apple discussion group: Install the latest, free Adobe Acrobat Reader DC, open the PDF, and print from there to see if Adobe's more current PDF support resolves this issue. There are certain types of PDF that Apple's Preview application does not handle properly.
@kwcoffman
yesterday
check this entry form 1095-A is asking me for the monthly premium, but not letting me type it in!
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yesterday
To find the Form 4868 extension filed by TurboTax,
Log into TurboTax
Go to the Tax Home
Your Tax Returns & Documents
Look for a link to print the extension form.
It'll be rig...
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To find the Form 4868 extension filed by TurboTax,
Log into TurboTax
Go to the Tax Home
Your Tax Returns & Documents
Look for a link to print the extension form.
It'll be right under your extension status.
You may need to pay for the software to access the PDF,
say TurboTax Support users.
yesterday
Both can’t claim it. Generally the one who made the payments claims it.
yesterday
Sign in to your TurboTax Online account using the same User ID you used for e-filing the extension. Navigate to the Print Center within the TurboTax online program. Click on Print, save, or preview...
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Sign in to your TurboTax Online account using the same User ID you used for e-filing the extension. Navigate to the Print Center within the TurboTax online program. Click on Print, save, or preview your return. Choose the option to include government and TurboTax worksheets if applicable. If you need further assistance or have questions, TurboTax support is available to help you with your extension request.
any fees owed will probably have to be paid at this time.
yesterday
I entered my Principal residence address with my current zip code not the old one. How do I change that without changing my current address?
yesterday
You should enter each 1099-R individually into TurboTax exactly as they are shown and answer all follow-up questions. I am not sure by your description if you received two 1099-R's from multiple ac...
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You should enter each 1099-R individually into TurboTax exactly as they are shown and answer all follow-up questions. I am not sure by your description if you received two 1099-R's from multiple accounts of your husband or you received one for your husband's IRA and one for your original IRA that you subsequently took a distribution from. You can come back to this question in Community and provide more details so we can answer more definitively if you like.
If you are saying that you took a distribution from the combined account, when entering this Form 1099-R into TurboTax it should not be designated as an inherited IRA. The distribution to your account from your husband's IRA is an inherited IRA and it is nontaxable. The distribution from the combined account would not be treated as an inherited IRA and it would be taxable.
In general, if you combined your spouse's inherited IRA funds into your own personal IRA, the funds will generally lose their status as "inherited" and will be treated as your own. So any distribution from your combined IRA would not be designated as inherited and it should show as a taxable distribution. The Form 1099-R would not have a Code 4 in Box 7. If you believe your Form(s) 1099-R are coded incorrectly, you should reach out to the issuer of the forms to get a corrected one.
Generally speaking, you should not receive a Form 1099-R for moving the funds into your own account, as this is a contribution. The receiving institution reports this as a contribution to the IRS on Form 5498.
You can enter the form 1099-R for the inherited IRA as follows:
Click on Search at the top right of your TurboTax screen
Type Form 1099-R in the search box
Click on the link Jump to Form 1099-R
Your screen will say Your 1099-R Summary. Click on the pencil icon next to the Form 1099-R for the inherited IRA
Continue past the screens that say Who gave you a 1099-R? and Who does this belong to?
Continue past the screens that say Now, lets review your 1099-R provider info and Enter your 1099-R details from XXX Note: The code in Box 7 should be 4
On the screen that says Where is your distribution from? Select None (if that applies) and Continue
On the screen that says Do Any of These Situations Apply to You? Select I inherited this IRA (for the Form 1099-R that came from your husband's Account(s)) and Continue
On the screen that says Who did you inherit this IRA from? Make sure you have answered My spouse and entered his name, and Continue
On the screen that says Did you transfer the inherited funds into your own IRA account? Answer Yes and I transferred in 2025. Then Continue
The next screen asks When was XXX born? Select the appropriate box and Continue
On the screen that says Did you transfer the gross amount of $XXXX (Box 1) to your own IRA? Answer Yes (if that is what you did) and Continue
The next screen will say Good news! You don't owe any taxes on your rollover.
When you roll an inherited IRA into your own IRA, the assets will be treated as your own for tax purposes. Distributions are taxed as ordinary income based on your own age and tax bracket, not your husband’s. If you are under 59½, withdrawals may face a 10% early penalty. Any RMD's will start at your age of 73.
Options for Spousal Beneficiaries of inherited IRA:
You can treat it as your own IRA. You roll the funds into your own IRA. RMDs are calculated using your age.
You can keep it as an inherited IRA. You hold it as an "Inherited IRA." You keep the funds in your spouse's name. RMDs are calculated based on your life expectancy. You can delay RMDs until the year your spouse would have reached RMD age (73).
See this article for additional options. How Does an Inherited IRA Work?
See also: Is an inherited IRA or retirement plan taxable?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
yesterday
The person who actually made the payments on the student loan is the one who can deduct the interest that was paid in 2025. If your son made the payments, he can enter the interest from the 1098E o...
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The person who actually made the payments on the student loan is the one who can deduct the interest that was paid in 2025. If your son made the payments, he can enter the interest from the 1098E on his tax return. If you made the payments, you can enter the interest.
yesterday
Most returns are able to get fixed and get submitted again. You can find out what is causing your return to be rejected and ways to fix it if you follow the steps below:
Sign in to your acc...
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Most returns are able to get fixed and get submitted again. You can find out what is causing your return to be rejected and ways to fix it if you follow the steps below:
Sign in to your account
Select the Fix my return button
Follow any “fix it” instructions to update the information causing the rejection.
What does my rejected return code mean and how do I fix it?
If you need additional assistance to fix your rejection, give us more information and we can assist you more.
Regarding the fees TurboTax Online can be used at no cost up until the point that you submit payment. Once payment has been received, the product is considered to have been used to prepare your taxes, regardless of whether you print or electronically file your return, or if it's rejected.
How do I request a refund for my TurboTax product?
yesterday
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yesterday
Thanks for responding to my question about the prepaid medical deductions. Here's another one. TT wants me to update my Alternative Minimum Tax info - the Update button is very much highlighted. ...
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Thanks for responding to my question about the prepaid medical deductions. Here's another one. TT wants me to update my Alternative Minimum Tax info - the Update button is very much highlighted. As far as I recall, I didn't explicitly enter any AMT data - I assumed it got what it needed from my imported 1099 forms - the checks at the end of the process, just before filing, didn't complain. Thanks in advance for any advice you can offer. In the meantime, I'll start slogging my way through Form 6251.
yesterday
As you add additional non-cash donations, TurboTax creates a new Charitable Organization worksheet for each charity. The information you enter flows to Form 8283. If you have many donations to report...
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As you add additional non-cash donations, TurboTax creates a new Charitable Organization worksheet for each charity. The information you enter flows to Form 8283. If you have many donations to report (more than will fit on one Form 8283), TurboTax will automatically create another copy of that form. But in most cases, you will have several worksheets and only one 8283.
To enter charitable contributions in TurboTax Desktop:
Open your return and go to Deductions & Credits (under Personal if using Home & Business).
Choose to navigate on your own.
Scroll down to Charitable Donations >> Donations to Charity and Start/Update.
If you have already entered a donation, click "Add another charity."
Complete the requested information, all pages, even if it seems redundant.
Continue back to the Charities & Donations summary page.
You can check your entries using Forms Mode in TurboTax Desktop.
Open your return and click the Forms icon in the TurboTax header.
In the list of Forms in My Return on the left, scroll down and look for Charitable Org (name of charity).
Click the form name to open it in the large window. There is a separate worksheet for each charity.
Notice the Additional Info (NonCash Item #) below this form in the forms list. Open this form to view the details of your non-cash donation. You may have more than one of these worksheets if you made several donations to the same charity.
Scroll down in the forms list and find "Form 8283 (Copy #)." This is the actual form that cannot be edited, as it reports the input from the Charitable Org worksheets.
Use the Print button under any open form to print or save as a PDF.
When you're finished, click Step-by-Step in the header to return to the main screens.
yesterday
@turbotaxscam Sorry----you will not like this, but downgrading to a lower version means you start over from scratch. You cannot start out in a higher paid or live expert assisted version, enter yo...
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@turbotaxscam Sorry----you will not like this, but downgrading to a lower version means you start over from scratch. You cannot start out in a higher paid or live expert assisted version, enter your information and then keep it all in place when you downgrade.
HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady
yesterday
Can both of us (myself and my adult son) deduct the student loan interest amount on a loan that we are paying back? He used this loan for his school and I co-signed. We live separately and both fil...
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Can both of us (myself and my adult son) deduct the student loan interest amount on a loan that we are paying back? He used this loan for his school and I co-signed. We live separately and both file our taxes separately without dependents.
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yesterday
You need to delete all the forms associated with the business. You should be able to go to the business and delete - minus sign, trashcan, etc. If not, start with the worksheets and then Sch C:
...
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You need to delete all the forms associated with the business. You should be able to go to the business and delete - minus sign, trashcan, etc. If not, start with the worksheets and then Sch C:
Online: see How do I view and delete forms in TTO?
Desktop: switch to FORMS mode, locate forms from left side, delete
yesterday
Thank you for reply - however, I did as you instructed and the manual update superpatch installed ok, but when restarting turbotax software it did not generate an upate - it went straight to the prog...
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Thank you for reply - however, I did as you instructed and the manual update superpatch installed ok, but when restarting turbotax software it did not generate an upate - it went straight to the program. I think Turbotax needs to issue a patch-fix for this glitch. The tax calculator works for a short while and then stops recalculating. I tried Forms Mode, Final Review/Error check and it did not force a recalculation. It says my taxes are whatever it shown on the screen even though that figure is now "stuck" at the same amount no matter what entries I make going forward. It is not transposing the new entries after the 'freeze' into the worksheets so I can't even use those to manually fill in my returns. Without a patch fix issued by TT, this software is rendered useless and a waste of my money. I have always been loyal to TT for several years, but if TT is not willing to issue a fix, I will obviously have to look elsewhere for tax software. I have seen comments from people on hear complaining since JANUARY, so it appears nothing has been done by TT to fix this glitch.
yesterday
Answer YES, if Robinhood gave you a promotional crypto reward (such as their "Learn and Earn" crypto, sign-up bonuses, or referral rewards). The IRS explicitly states that you must check "Yes" if...
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Answer YES, if Robinhood gave you a promotional crypto reward (such as their "Learn and Earn" crypto, sign-up bonuses, or referral rewards). The IRS explicitly states that you must check "Yes" if you: Received digital assets resulting from a reward or award. Received an airdrop. (Promotional crypto is often treated similarly to an airdrop). Received payment for services (e.g., if the reward was for completing a "Learn" module, the IRS views that as a form of compensation/reward for your time). If your total rewards from Robinhood were $600 or more, they will issue you a 1099-MISC. Open or continue your return. Under Federal tab, Click on Wages & Income. Scroll down to Other Common Income, and Click on Start/Revisit next to Form 1099-MISC. Enter the details exactly as shown on your form. When asked for the "reason" or "source," select "Nonbusiness income" or "Other income." When asked if it "involved work like your main job" or if there was an "intent to earn money," answer NO (otherwise the program will incorrectly charge you 15.3% Self-Employment tax). If it was under $600, you may not get a form, but you are still required to report the fair market value of the crypto (at the time you received it) as "Other Income" on Schedule 1 (it's considered Ordinary Income). Open or continue your return. Under Federal tab, Click on Wages & Income. Scroll down to Less Common Income, and Click on Start/Revisit next to Miscellaneous Income, 1099-A, 1099-C. Scroll down to Other reportable income, and Click on Start. Select Yes to "Any Other Taxable Income?" Enter "Crypto Rewards" or "Robinhood Crypto Bonus" (for the description). Enter the USD value of the crypto at the exact time you received it. That reward amount (e.g., $5) becomes your cost basis; thus if you ever sell that crypto later, you will only pay capital gains tax on any earnings above that $5.