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9 hours ago
You said to answer yes to this question "Box 6: Is the recipient of the distribution the designated beneficiary?" But just below this question it says "Recipient is not designated beneficiary." ...
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You said to answer yes to this question "Box 6: Is the recipient of the distribution the designated beneficiary?" But just below this question it says "Recipient is not designated beneficiary." And the answer to this statement is no. Further confusing things is the fact that the Yes/No radio button for this question appears just below the second quote identified above. Thus, it seams the "not" is in error and should be removed from the above statement in the turbotax program.
9 hours ago
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
9 hours ago
I was able to resolve my problem by downloading Google Chrome, making it my default browser and then downloading Edward Jones info one more time and it worked as it should. Good luck!
9 hours ago
What is the problem!!?
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9 hours ago
I acquired US Goverment Treasury Bills via auction, but then sold them before maturity. Schwab is reporting them on 1099B (not reported to the IRS) but I read somewhere I should be reporting them as ...
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I acquired US Goverment Treasury Bills via auction, but then sold them before maturity. Schwab is reporting them on 1099B (not reported to the IRS) but I read somewhere I should be reporting them as interest. How are these treated tax wise? If they should be changed to interest, how do I do that in turbotax?
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9 hours ago
If you are using online TurboTax each return needs its own email, account and user ID. With online TurboTax, you get one return per fee, and pay fees for federal and state.
When you use online T...
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If you are using online TurboTax each return needs its own email, account and user ID. With online TurboTax, you get one return per fee, and pay fees for federal and state.
When you use online TurboTax software you get one return per fee.
Each return needs its own email, account and user ID. If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596
https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/
If you are using desktop download software, you go to the tool bar at the top of your computer screen and click on File and then "New Tax Return" in order to start another return for a family member, etc. With desktop software you can prepare and e-file up to five federal returns and their associated state returns; if you need to file more than five, the additional returns can be filed by mail.
@ewas1969
9 hours ago
Form 8453LC is the e-file transmittal form. Did you file Form CA568 for your LLC? That is the official tax return for a CA LLC.
The California Franchise Tax Board website is reporting up to 8 m...
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Form 8453LC is the e-file transmittal form. Did you file Form CA568 for your LLC? That is the official tax return for a CA LLC.
The California Franchise Tax Board website is reporting up to 8 months to process an e-filed business return. Contact information is available on that page if you wish to inquire about status by phone or secure message.
9 hours ago
@ewas1969 If you are using the TurboTax desktop editions, the answer has been provided on this thread.
If you are using the TurboTax online web-based editions, you can only complete and file ...
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@ewas1969 If you are using the TurboTax desktop editions, the answer has been provided on this thread.
If you are using the TurboTax online web-based editions, you can only complete and file one tax return per account and User ID. For another tax return using the online editions you will need to create a new account, a new User ID and use a new email address.
Go to this TurboTax website and click on Sign up to create a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/
9 hours ago
¿Podrías clarificar tu pregunta? ¿Qué es lo que no puede ser así?
9 hours ago
So it is now the 16th of February. What is the status of the updating the Rental Income Depreciation and Amortization. We keep getting "we hope" it will be completed by a certain date. What is th...
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So it is now the 16th of February. What is the status of the updating the Rental Income Depreciation and Amortization. We keep getting "we hope" it will be completed by a certain date. What is the delay and how do we escalate this issue? We need this done.
9 hours ago
TurboTax's calculations are correct. In this case, the maximum employer contribution is indeed $6,433. This has to do with the fact that the employer contribution effectively reduces the amount ...
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TurboTax's calculations are correct. In this case, the maximum employer contribution is indeed $6,433. This has to do with the fact that the employer contribution effectively reduces the amount of net earnings against which to compare the section 415(c)(1)(B) limit of 100% of compensation. That's why no more than 50% of what remains after subtracting employee contribution can be contributed as the employer contribution. It does not matter that the employee contribution is Roth. With the effective net earnings reduced to $29,933 by the $6,433 employer contribution, the amount available to contribute as an employer contribution is $29,933 - $23,500 = $6,433. For that same reason, the QBI calculation begins with $29,933.
9 hours ago
Self-employment income is reported on Schedule C Profit or Loss from Business. To remove vehicle expenses from the self-employment activity, follow these steps:
Down the left side of the sc...
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Self-employment income is reported on Schedule C Profit or Loss from Business. To remove vehicle expenses from the self-employment activity, follow these steps:
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click on the drop down arrow to the right of Self-employment.
Click to the right of Self-employment income and expenses.
At the screen Your 2025 self-employed work summary, click the pencil icon to the right of the self-employment activity.
At the screen Here's your xxx info, click the pencil icon to the right of the Vehicle under Expenses.
At the screen Vehicle Summary, click the pencil icon to the right of the vehicle.
To report the sale or disposal of the vehicle, select I stopped using this vehicle in 2025.
At the screen Vehicle Summary, click the trashcan icon to the right of the vehicle to simply remove the entry from the software.
See also this TurboTax Help.
9 hours ago
No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word ...
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No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word “refund.”
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
9 hours ago
How to fill out the 2025 Form 709, Schedule A, Part 1 When Gift Splitting with Spouse AND only ONE Spouse Made ONE Gift in 2025. In 2025, I made ONE large cash gift (i.e., for discussion purposes...
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How to fill out the 2025 Form 709, Schedule A, Part 1 When Gift Splitting with Spouse AND only ONE Spouse Made ONE Gift in 2025. In 2025, I made ONE large cash gift (i.e., for discussion purposes, let’s say the amount is $50,000) to our adult son and would like to split that cash gift with my wife. My wife did NOT make ANY ADDITIONAL gifts to anybody in 2025. In this example, I understand that both my wife and I need to fill out Form 709 and that we each need to attach a notice of consent to the other person’s form. My question pertains to SCHEDULE A, PART 1: Gifts Subject Only to Gift Tax. On Schedule A of both my wife’s and my Form 709, we each filled out the TOP half of Part 1 ONLY. We each listed the TOTAL gift amount in columns (e) and (g) of $50,000 and then we each listed half the amount in columns (h) and (i) of $25,000 (i.e., 1/2 of the total because we elected to split gifts). Essentially, the entries for my wife’s and my Form 709, Schedule A, Part 1 are EXACTLY THE SAME. Now, here’s the essence of my question. We did NOT fill out the bottom half of Part 1, entitled “Gifts made by spouse – complete only if you are splitting gifts with your spouse and spouse also made gifts.” We did not fill out this bottom half of Schedule A, Part 1 because my wife did NOT MAKE ANY ADDITIONAL GIFTS. Therefore, my question is as follows: “DID WE CORRECTLY COMPLETE OUR 2025 FORM 709’s?” Thank you in advance for your time, careful review, and detailed response as this has been a significant point of confusion regarding the Form 709 and Instructions!!
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9 hours ago
How do I file multiple tax returns
9 hours ago
Follow the instructions linked below to enter your 1095-A form. You only need to enter form 1095-A. If you have a 1095-B or 1095-C, those do NOT get entered. Only enter your 1095-A form. Whe...
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Follow the instructions linked below to enter your 1095-A form. You only need to enter form 1095-A. If you have a 1095-B or 1095-C, those do NOT get entered. Only enter your 1095-A form. Where do I enter my 1095-A?
9 hours ago
Experiencing for 2 accounts the same inability to import data to TT from Apex - hopefully TT and/or Apex will resolve this soon after the long week-end when the forms became available (2/15/26). Ent...
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Experiencing for 2 accounts the same inability to import data to TT from Apex - hopefully TT and/or Apex will resolve this soon after the long week-end when the forms became available (2/15/26). Entry of "10" before the account # was applicable 2 years ago... however, neither with nor without the pre-fix results in a successful data transfer at this time.
9 hours ago
Not sure where you saw that you are "supposed" to get your refund on 2-12----but only the IRS is in control. You should only pay attention to the date and information shown on the IRS refund site....
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Not sure where you saw that you are "supposed" to get your refund on 2-12----but only the IRS is in control. You should only pay attention to the date and information shown on the IRS refund site.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
@mariasmurf
9 hours ago
The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19). The best time to check for a change will be Friday (2/20).
9 hours ago
what is the solution
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