All Posts
Thursday
You would have to look on the attachments to the Form 1099-B. It should be broken out there. Otherwise, you will need to call your broker and request that information.
Thursday
If you have already addressed all of the areas of your return for which Review asked for more information or corrections, you have checked your Internet connection, and the program is not progressing...
See more...
If you have already addressed all of the areas of your return for which Review asked for more information or corrections, you have checked your Internet connection, and the program is not progressing to the next step, first try the following steps:
Try exiting TurboTax, restarting your device and starting TurboTax again.
Try using a different browser. Chrome usually works well.
Try clearing your cache and cookies.
If, after completing the steps above, you are still not able to progress past Review, try these additional steps:
Sometimes, if you enter a section and exit it, without making an entry, TurboTax will create a form for the entry that would go with that section, and Review will look for an entry in that form. It could also be that the form was created because of an entry carried over from last year.
If you have blank forms or forms with a "0" that are not needed, such as for W-2G or K-1, you can get out of this by deleting the forms that TurboTax has prepared from your opening the screens that support them.
If you are using TurboTax Online, see this help article and below for the steps to Delete a Form:
Open or continue your return.
On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form. (Look for any form or worksheet relating to Medical expenses.)
Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.
If you are using a Desktop version of TurboTax, you can switch to Forms Mode (click on Forms at the top of the screen when you are in Step-by-Step Mode), review the list of forms on the left, then select the one you wish to delete. When the form displays, click "Delete Form" at the bottom of the screen.
If after trying all of the options mentioned you still have the same problem:
See this help article and this one for instructions on how to contact TurboTax customer support depending on which product you are using.
Thursday
Topics:
Thursday
Even though I entered a credit card number, the program would not let me e-file until I clicked a certain button. I have used TurboTax Deluxe for years and have always been satisfied until now.
Thursday
If you already took your RMD and entered it through the 1099-R that you received then you can enter zero in that box.
Thursday
Yes, that would count as a vehicle for hire.
Thursday
If you are using the desktop version of TurboTax, you use the Forms menu option to bring up that schedule. Use the Open Form menu icon and type in Schedule D. If you are using the online TurboTax, yo...
See more...
If you are using the desktop version of TurboTax, you use the Forms menu option to bring up that schedule. Use the Open Form menu icon and type in Schedule D. If you are using the online TurboTax, you will see that form when you print out your return to include all forms and schedules.
Thursday
This is not available at this time however there are several places to arrive at your estimated value for the donations of personal items.
For examples see the links below for a guide to assist...
See more...
This is not available at this time however there are several places to arrive at your estimated value for the donations of personal items.
For examples see the links below for a guide to assist.
Salvation Army Donation Value Guide
Valuation Guide for Goodwill Donors
How do I use the Fair Market Value (FMV) tool to enter donations in both TurboTax Desktop and TurboTax Online?
Any reasonable method will be appropriate, just keep the details with your tax records should you need it later.
@wildernesswolf
Thursday
Topics:
Thursday
You can opt out of QBI by answering No to the question, "Is this a trade or business?" This appears after you enter income and expenses for Schedule C.
Thursday
Of course! That's perfect, the info is right on the filing instructions page of the PDF TT generated. How'd I miss that? Thanks for the great, fast answer DianeW777!
Thursday
Some states will only accept payment directly to their website or by mail and not through tax software. While most states align with the federal deadline of April 15, 2026, several states have later ...
See more...
Some states will only accept payment directly to their website or by mail and not through tax software. While most states align with the federal deadline of April 15, 2026, several states have later deadlines:
States with Different Deadlines (2026):
April 20: Oklahoma
April 21: Hawaii
April 30: Delaware, Iowa, New Mexico
May 1: South Carolina, Virginia
May 15: Louisiana
Check with your state tax agency as to how to make payment. See this link for contact information for all state agencies.
Thursday
I agree, the only thing I had left to do on my taxes were the deductions and I had no idea It's Deductible was discontinued. I used another product and then imported the file but TurboTax kept askin...
See more...
I agree, the only thing I had left to do on my taxes were the deductions and I had no idea It's Deductible was discontinued. I used another product and then imported the file but TurboTax kept asking required questions which were just for the worksheet. I had to do a bunch of overrides and it took me forever. I'm so unhappy with TurboTax. I will be looking for a replacement next year.
Thursday
To find the bank information or other payment method used for an IRS tax payment, log in to your IRS Online Account to view your payment history or download a tax transcript. Alternatively, check you...
See more...
To find the bank information or other payment method used for an IRS tax payment, log in to your IRS Online Account to view your payment history or download a tax transcript. Alternatively, check your filed tax return copy (or 'Filing Instructions' page) or review your personal bank statement for the ACH withdrawal. It can take several days at this point in time.
IRS Online Account: View your payment history to see which bank account was used.
Tax Return Copy: Look at the 'Filing Instructions' or Federal Information Worksheet (Part V) in your tax software or paper return for direct debit details.
Thursday
I entered by social security and answered No to did I live outside the us question. Turbotax did not save the No answer, it saved a yes which cause an error in my tax return. This is the 2nd time I...
See more...
I entered by social security and answered No to did I live outside the us question. Turbotax did not save the No answer, it saved a yes which cause an error in my tax return. This is the 2nd time I have had this issue.
Thursday
Your date of payment stays valid. It may take the IRS up to 10 days to debit your account during this time of the tax season.
Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire...
See more...
Your date of payment stays valid. It may take the IRS up to 10 days to debit your account during this time of the tax season.
Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.
Thursday
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Cl...
See more...
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over
Thursday
Topics:
Thursday
Here are some considerations to make and possible reasons why your software is being stubborn.
The software is likely giving you this error for two main reasons:
The "Shared Allocation...
See more...
Here are some considerations to make and possible reasons why your software is being stubborn.
The software is likely giving you this error for two main reasons:
The "Shared Allocation" Complexity: Because you were divorced during the year and your ex-husband is filing a separate return, you have to "allocate" percentages of the premiums, benchmark premiums, and advance credits between the two of you (usually 50/50, but it can be negotiated).
The Circular Calculation: To claim the self-employed health insurance deduction for your daycare, you need to know your Premium Tax Credit (PTC). But to calculate your PTC, you need to know your Adjusted Gross Income (AGI). Since the business deduction affects your AGI, it creates a "circular calculation" that standard worksheets often can't process if an allocation is also involved.
Since the "Smart Worksheet" won't support it, you generally have to take the manual route. Delete this worksheet by going to tax tools>tools>delete a form> Business Related Premiums Smart Worksheet" or something related. Delete this. If using the software, go to the forms mode and delete it from there.
1. Determine Your Allocation Percentage
You and your ex-husband must agree on a percentage (0% to 100%) for the months you were on the same policy. If you can’t agree, the default is usually 50%. There is a section in the 1095 section where you will report shared allocations. Navigate through the section until you find it.
2. Calculate the Business Deduction Manually
You can only deduct the portion of the premium that is attributable to you and is not being paid for by the Premium Tax Credit.
Go to deductions and credits>medical> Affordable Care Act
In the summary, note what the premium tax credit is
Now go to your business return and report your SE Health Insurance Deduction manually by taking the shared allocation of your premiums and minus the Premium Tax Credit.
Now go to the business section of your return and manually enter your self-employed health insurance that should be listed under expenses.