All Posts

Is your tip income showing in box 7 of the W-2?  If not and you reported these tips to your employer then you will need to get a corrected W-2 from the employer.   If you did not report these tips to the employer then after you completed entry of the W-2, on the following screen check the box for Tips not reported on my W-2 and Continue.  

This is ridiculous! I have all my paperwork ready to go and only need this form for my CARRY FORWARD amount from last year. How about getting this FORM in the software and releasing it to TURBO TAX DELUXE, so I can file my Taxes.  

We are unable to reproduce this experience in TurboTax Premier Desktop. Please open your return and click Online in the top menu (black bar). Then choose Check for Updates. This will force TurboTax to install any recently released updates. Restart TurboTax, open your return, and check if Step-by-Step is working now.   If this doesn't resolve the issue, you may need to reinstall TurboTax from your downloaded installation file. Then run updates again.

Did you import the 1099R into the software?     If so, follow these steps:   1. Delete the 1099R and start over 2. Go back to the option that asks for the 1099R information 3. At the screen that says Let's import your tax info, click Enter a Different Way 4. At the screen that says How would you like to upload, select Type it in Myself 5. Enter the 1099R information 6. Click continue   If that does not resolve your issue, let us know in the comments. 

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.

@user17695258587 wrote: Form is still not available in Easy Step today (1/27), although the form is available for manual fill out in forms.  I have the most recent update to TurboTax Home and Business.   As previously stated on this thread twenty-two minutes ago - Latest info from the TurboTax Moderators is that the desktop editions will have the updated Form 5695 available late Wednesday or early Thursday, 01/28 or 01/29

Do you have a message in the "Message Center" specifically for your expert? Look for a small speech bubble icon or a "Help" button at the top right. Your agent may have left notes or requested a specific document before they could finish.   If not, look for a button that says "Connect with an Expert" or "Schedule a Call." Since you have already paid for the service, you should be able to jump to the front of the queue to reconnect with your assigned expert or a new one.

The current statement in TurboTax is: "Note: Do not include the RMD for other retirement accounts you may have. RMDs for other accounts should be entered separately."    This should be modified to include the note "When an RMD is taken from a single account to satisfy the withdrawals required from two or more IRAs, enter the total amount of all RMDs in the box above.

It's unlikely that you would have less taxable income after entering Form 1099-NEC for Amazon Vine income. You might wish to review your entries:   TurboTax Online/Mobile: Go to the 1099-NEC screen under Wages & Income.   TurboTax Desktop: Go to Federal Taxes. Go to Wages & Income.  If asked How do you want to enter…?, select I’ll choose what I work on. Under 1099-MISC and Other Common Income, select Start or Update next to Income from Form 1099-NEC.       Or go to Tax Tools >> Tools >> Topic Search. Enter 1099-nec then click Go.   On the screen Did you get a 1099-NEC?, click on Yes On the screen Do You Want to Enter Your 1099-NECs Now?, click on Add a 1099-NEC On the screen Let's get the info from your 1099-NEC, enter your information and click Continue On the screen What type of income is on your 1099-NEC, check the box for Hobby (if you did NOT intend to make money) or Self Employment Income (if this is a business for you) and click Continue. In general, all Amazon Vine income is taxable. If you report this as Hobby Income, note that The Tax Cuts and Jobs Act eliminated itemized miscellaneous deductions, including hobby losses, until after the 2025 tax year. (i.e., Hobby expenses are not deductible from 2018 to 2025.) However, Hobby Income is not subject to self-employment taxes.   If you pursue this activity as a business with the intent to earn a profit, report this as self-employment income on Schedule C (subject to self-employment income tax). In this case, you can report business expenses. These are typically limited to office and internet expenses. The net income would be subject to self-employment taxes.  

If you are sure that you have satisfied all RMD requirements, then in TurboTax, on each form 1099-R for RMD withdrawals (both the regular and the QCD), answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that 1099-R.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IR

Are you sure these  steps are  for desktop download, Mac, Turbotax Premier?   I'm not following any of these steps.  Where is the Turbotax Menu? to sign out?     I saved my file, exited TT, cleared Safari cache, restarted. That did nothing to solve the problem   Where is the "red x" to allow TT pop ups - Safari? Mac? Turbotax? Very frustrating.

@jbar wrote: I don't understand the justification, given if its all all about risk and shirking market then why not just let things be?  I think it's fairly simple:   1) They want to develop for the current OS In the event something untoward occurs with updates that would not be applicable to Windows 10.   2) Testing the software, along with each update, on the new and old OS consumes resources.   3) Tangentially, I believe, they would like some to simply move to online preparation and use the services provided with the online products,    Right, wrong, or misguided, it's their decision to make.