All Posts

Try using the link below for your software and delete only the financial institution you want to remove.   Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. Once completed you can enter summary totals manually for this financial institution which will be easily done.   A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted)

Do you have an HSA? If so, the amount distributed from the HSA (presumably for qualified medical expenses) has been transferred to Schedule A, along with insurance reimbursements, on the assumption that you entered ALL medical expenses, not just the ones that were not reimbursed by insurance or covered by your HSA.   See if what you are seeing makes sense from this point of view...

@Bwana_Jones wrote: Guess you've never heard of children who outgrown their clothing, furniture, and toys...  With 3 kids, now grown, I sure have but then we always just gave those things away to friends, relatives. and others in need. Guess you're just greedy.

Yes. You should amend your 2025 return using Form 1040-X to correctly report the gambling earnings and include a Non-Resident state tax return for Oklahoma.   Note: To prevent processing delays, if the IRS has not completed processing your original return, do not e-file your amendment yet. The IRS recommends waiting until your original return is fully processed and the first refund is issued (if applicable) before filing the 1040-X.   TurboTax makes it easy for you to file an amendment. Here is a link on how to proceed with the amendment in TurboTax.   Here is a link to check on the status of your refund. However, please wait until your return has been fully processed by the IRS (typically at least four weeks) before submitting your 1040X.

I have used Form 2210 and Schedule AI. My guess is the difference is I used Worksheet 2-8 in Publication 505 on page 39 to calculate my tax. And yes, I used it four times, once for each of the four periods. I am wondering if he used  Form 1040's QDCG Worksheet (which does not talk about annualization) to match what TT has???

If that is the amount on Line 20, of your Form 1040-X then this is a balance due. If the amount is on Line 18 it is a refund. Check your amended return to see if the proper changes are in place. Column A is the original numbers, Column B is the changes and Column C is the new numbers.   @Katiecates47 

No, your AGI must have been fine, or you would have been Rejected for that, with a different error message.  The IRS is using your IP PIN to identify you, rather than your AGI.  It's all for ID verification, they're not comparing your AGI to your last year return.  Just fix the IP PIN and refile.   @turbotaxisterrible 

When the plan administrator put a 0 (zero), they created a 1099-R that didn't make sense. Box 9a is the percentage of the distribution in box 1 that goes to the person who is listed as the Recipient. What doesn't make sense is creating a 1099-R for someone, and then saying that they don't receive anything (zero percent).   Normally, the 1099-R reports a distribution for one person, and that person gets all of the distribution. So 100 (percent) would make more sense, but really, you should just delete the zero to blank it out. This was a bug on the part of the administrator who created the 1099-R.

@csullyfilm If you want to speak with an IRS agent concerning this issue - Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday   Or you can contact your local IRS office.  See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment You may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate - https://www.taxpayeradvocate.irs.gov/ or call 1-877-777-4778   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.