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If the deduction limit is $4,000 just enter $4,000.  You can't get in any trouble for under reporting a contribution, whether it's deductible or not.  Moreover, it's a state deduction, so the IRS isn... See more...
If the deduction limit is $4,000 just enter $4,000.  You can't get in any trouble for under reporting a contribution, whether it's deductible or not.  Moreover, it's a state deduction, so the IRS isn't involved as it won't appear on your federal tax return.  If the program doesn't like a $4,400 entry then the program should be more clear and say something to the effect of "Enter your 529 Plan contribution, but not more than $4,000".  
@user17682656767  if during filling out the property  expense details   ( On Schedule-E ) you entered a ownership percentage of 1/3 -- 33.33%, TurboTax will then apply that percentage to most entries... See more...
@user17682656767  if during filling out the property  expense details   ( On Schedule-E ) you entered a ownership percentage of 1/3 -- 33.33%, TurboTax will then apply that percentage to most entries.  Go back and remove the percentages -- I am assuming that your 1099-MISC is already configured for  your ownership   ( i.e. the figures are to be used as is  or  is  100% applicable)   Does this make sense ?
I started the year thinking that I was going to be claimed as a dependent on my mother's taxes and had healthcare.gov insurance under her name and social using her income, however I had a change in e... See more...
I started the year thinking that I was going to be claimed as a dependent on my mother's taxes and had healthcare.gov insurance under her name and social using her income, however I had a change in employment and was able to get my own coverage under my name, income and social. She received a 1095A for the first 4 months and I received a 1095A for the remainder of the year. Does she file the 1095A for the first 4 months that was based on her income and social security # or do file her 1095A and mine on my taxes? She did not have marketplace insurance since she is on Medicare, so I am the only one that received the tax credit under her 1095A.  Thank you for your help.
To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if y... See more...
To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.   My next comment below will tell you how to find the 2024 return once you get back in the right account.
Hi Communtity,  Help! Finished my 2025 return "Home & Business" did not file yet, found a missing 1099 INT I had to enter, tried entering  within "+add investments" and I get a BLANK PAGE!  How is t... See more...
Hi Communtity,  Help! Finished my 2025 return "Home & Business" did not file yet, found a missing 1099 INT I had to enter, tried entering  within "+add investments" and I get a BLANK PAGE!  How is this possible? Software issue? Totally frustrating!  BAD TurboTax! I signed in and out 5 times, no change..........
It is generally true that Illinois does not tax retirement income, so we have to wonder what question you answered that confused TurboTax.   1. Are you a resident of Illinois?   2. In the 109... See more...
It is generally true that Illinois does not tax retirement income, so we have to wonder what question you answered that confused TurboTax.   1. Are you a resident of Illinois?   2. In the 1099-R interview, how did you answer the question, "Where is your distribution from?"?   3. On the next screen, how did you answer "What type of retirement plan do you have?" (generally a qualified plan or a non-qualified plan)?   4. Early in the Illinois interview, did you see a screen, "Retirement Income Deduction"?   5. On the next screen, what did you put in the box for "Pension Distributions"? This amount shows up on line 5 on the IL-1040, and will be removed from your Illinois income.   So how did you do with these 5 steps?
Did you choose any options such as "pay fees out of refund", "Up to 5 days early" offer, etc.?   If so, those require efiling.    Why are you wanting to change from efile?   Efile is usually best.  M... See more...
Did you choose any options such as "pay fees out of refund", "Up to 5 days early" offer, etc.?   If so, those require efiling.    Why are you wanting to change from efile?   Efile is usually best.  Mailing a return can take weeks for it to process and receive a refund, if applicable.   If you are getting an efile rejection, report here the Rejection Error Code/message, and someone may be able to help you fix it.
Car washes are generally covered by the standard mileage rate deduction; therefore, thy and can't be claimed as a separate expense if you are using the standard mileage deduction.  The IRS standard m... See more...
Car washes are generally covered by the standard mileage rate deduction; therefore, thy and can't be claimed as a separate expense if you are using the standard mileage deduction.  The IRS standard mileage rate is designed to cover all vehicle operating costs—including fuel, maintenance, repairs, tires, and cleaning—meaning you cannot deduct car washes separately if you use this method.  I would say you can deduct air freshener.  Also if your vehicle requires cleaning specific to driving for Uber (like a customer getting sick in your car) I would say that's deductible since it's not a part of the normal operating of your vehicle.     For more information see the following TurboTax articles:    Standard Mileage vs. Actual Expenses: Getting the Biggest Tax Deduction   Tax Tips for Uber, Lyft, and Other Car Sharing Drivers      
@joefleese , my experience ( on Windows desktop Home & Business ) is that you click on  investments , then it will ask if you want to import, say no, I will enter myself. Thereafter it will show  lit... See more...
@joefleese , my experience ( on Windows desktop Home & Business ) is that you click on  investments , then it will ask if you want to import, say no, I will enter myself. Thereafter it will show  little tablets with 1099-DIV, 1099-INT etc. Select 1099-INT and thereafter it will guide you through the entry process for  interest income.   Hope this helps .  Is there more I can do for you ?
No I did not. I went back over my taxes with an expert and she said file a claim with Turbo Tax they are 100% Guarantee. Other users over the last few years have said this has happened to them also.
On 2025 Arizona tax return form 140, 529 contribution was $4400, but the deduction limit is $4000.  The phrasing in Turbotax asks how much did you contribute, but in the same paragraph it says the de... See more...
On 2025 Arizona tax return form 140, 529 contribution was $4400, but the deduction limit is $4000.  The phrasing in Turbotax asks how much did you contribute, but in the same paragraph it says the deduction limit is $4000.  When I put in $4400, the amount I actually contributed, the Smart Check brought me back to that point.  When I put in 4000, the deduction limit, it did not complain.  So what should we put in if our contribution amount is over 4000?  I don't care if that overage amount doesn't get deducted - I just don't want the IRS to come knocking thinking I didn't tell them the truth on how much I contributed!  Please help me know which value to put in here! Thank you!
@alexfireman596  if you received a lump sum payment for any earlier year during 2025, then that is what it wants to know.  Any amount distributed during 2025  and for 2025 is already included in Box ... See more...
@alexfireman596  if you received a lump sum payment for any earlier year during 2025, then that is what it wants to know.  Any amount distributed during 2025  and for 2025 is already included in Box 5 of your SSA-1099.   Is this what you meant or am  I in left field?
My comment above should help you get back in your account.  It might even show if you have more than 1 account.   So once you are back in your account, the pathway to download the PDF or tax data fil... See more...
My comment above should help you get back in your account.  It might even show if you have more than 1 account.   So once you are back in your account, the pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return in that account.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, you may have multiple accounts.
When I click on the 1099-INT section of this year's TurboTax for year 2025 to enter my savings account interest income the program just takes me to Investments. I cannot enter my savings account inte... See more...
When I click on the 1099-INT section of this year's TurboTax for year 2025 to enter my savings account interest income the program just takes me to Investments. I cannot enter my savings account interest income. I believe you have a glitch in your software.
TurboTax has confirmed the issues for <1 mW systems of 30% not being allowed in Part VI and Form 7220 being incorrectly required, and says they’re working on a fix, but it may not be until after 4/15... See more...
TurboTax has confirmed the issues for <1 mW systems of 30% not being allowed in Part VI and Form 7220 being incorrectly required, and says they’re working on a fix, but it may not be until after 4/15. 
I will contact my plan administrator to see how to handle the excess contribution.   As for your comment "$9,000 could be considered to be part of your regular elective deferral, not catch-up." I t... See more...
I will contact my plan administrator to see how to handle the excess contribution.   As for your comment "$9,000 could be considered to be part of your regular elective deferral, not catch-up." I too do not know how the IRS could distinguish this either being regular elective deferral or catch-up". If it is being tract, my guess is it would be within TurboTax Forms My second income was from self-employment so that is how I did the solo-401K.   THX! for helping me resolve this.
I followed the instructions (except for deleting form 7220 since it is not supported by TurboTax Home and Business) but it is still not allowing me to e-file.
@barbrobinson1226  are you saying that your Box 1 shows the distribution, but 2A has nothing in it and 2b is  checked as  taxable amount not determined ?  Because in such a case, Turbo has no way  ( ... See more...
@barbrobinson1226  are you saying that your Box 1 shows the distribution, but 2A has nothing in it and 2b is  checked as  taxable amount not determined ?  Because in such a case, Turbo has no way  ( absent your age and total contribution to be allocated ) has only two options -- (a) the whole distribution is taxable  or  (b) none is taxable.  What is in Box 7 -- distribution code ?  What type of pension/annuity is it ?    If this where none contribution or only pretax contributions were made then the whole distribution is probably taxable. I don't know much about these  -- @dmertz  is our general go to person for such.  There also may be others.