All Posts

".....doesn't want to pick up my age..."   Did you enter your date of birth correctly in MY INFO?    Check MY INFO to see what you entered for your date of birth.   If you were not 65 by the end of 2025 you will not get the senior deduction.

You would enter this as Passive Category Income. Then enter your foreign taxes as Foreign Taxes on other Income when you get to that screen in the Foreign Tax Credit section. You should never be asked about DIV or LT gains.   You enter the total sum of all taxes paid (withheld) by Canada from these income sources. There is no need to detail the individual financial institutions that paid distributions and issued the NR4's.   One thing that should be mentioned. If all your foreign accounts (including pensions) had more than $10,000 USD at any point in 2025, you must report it on FinCEN Form 114 (FBAR). The report needs to be reported here.    Additionally, : If you live in the U.S. and your foreign accounts and assets are worth more than $50,000 (Single) or $100,000 (Joint), you must also file Form 8938 with your 1040. This form is supported by Turbo Tax. The TurboTax menu path is as follows.   Go to federal Go to Other Tax Situations (on the top menu or left-hand side).  Scroll down to Other Tax Forms.   Click "Start" or "Revisit" next to Prepare a report on foreign financial assets.      

  There may not be an error on TurboTax's end. You should go back through the personal information section and make sure your social security number is correct and you indicated that you were filing your return with your spouse. Also, when you enter your W-2 form make sure you indicate that it is for you and not your spouse. If that doesn't work, delete your W-2 entry and re-enter it. If you still have trouble try clearing the cache on your computer and re-boot it.    

If you made a mistake and claimed a child when you should not have done so, alert the other parent asap.  When they try to e-file their return claiming the child, their e-file is going to be rejected.   They will have two choices----one would be to print, sign and mail their return that claims the child.   They do not have to wait for you to amend.  Waiting will not help them at all.   The other possibility for them is to get IP PIN's and try to e-file:   GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin       Whichever remedy the other parent chooses, they have no reason to wait for you to amend.   Your amended return will take months to be processed.   And...you can expect to pay back child-related credits that you receive for claiming the child.  

You could go back to your health insurance form, and review your entries.  If you continue having issues you could delete it and enter it again.     If you go back your return and delete Form 1095-A and try to enter it again.  To go back to the form, follow the steps below:   Open or continue your return. Navigate to the 1095-A section: TurboTax Online/Mobile: Go to 1095-A. TurboTax Desktop: Search for 1095-A, then select the Jump to link. Select ‌Add/Edit ‌ Click the Delete next to the 1095-A form you entered, confirm that you are deleting the form   

In TurboTax Online, you may find the 'import-ready list in the program' by following these steps:          Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click the down arrow to the right of Investments and Savings. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). Click Add investments. On the Save time and connect your financial accounts screen, select Connect. The 'import-ready list in the program' is the list that you see at the screen Let's find your account. You may enter the summary information instead of each individual transaction as suggested by @MarilynG1.  Follow these steps:     Create a .PDF of the IRS form 1099-B to upload into TurboTax Online. At the screen Let's find your account, select Enter a different way. At the screen How do you want to add your docs, select Type it in myself, then Continue. At the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds.  Click Continue. At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue. Answer the questions at the screen Tell us about the sales on your 1099-B. Do these sales include any employee stock, enter No. Do you have more than three sales, enter Yes. Do these sales include any other types of investments, enter No. Did you buy every investment listed, enter Yes.  Continue. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue. At the screen Look for your sales on your 1099-B, select Continue. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 1099-B, IRS form 8949 and / or Schedule D Capital Gains and Losses for the amounts and category. When finished, select Continue. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen. When completed, close the record and click Continue. At the screen Now, we'll help you upload your 1099-B since the IRS requires a copy, browse and select your document.  Select Continue. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated. @user17707532738 

To fix your rejected return, sign in to TurboTax and it will guide you through the steps to correct and refile. Sign in to TurboTax. Select Fix my return to see your rejection code and explanation. Select Fix it now and follow the instructions to update the info causing the reject. Once you've fixed the error, select File and follow the instructions to either e-file or file by mail.

To correct a driver's license number in TurboTax before filing, go to the File section and edit the information in Step 3.  If the return is rejected due to a license error, log in to TurboTax Support, navigate to the File section, update the details, and re-submit.  If already accepted, no action is typically needed.

I think you mean when you upload the Form 1098 from your lender, the property tax paid mysteriously appears posted in TurboTax. If so, it must be included in the information uploaded from your lender, even though it is not listed on the form 1098 that you print out. TurboTax would have no way of knowing what the amount is unless it was on the upload from the lender, assuming you did not enter the amount in your program.

Are you using online Live Assisted?   If so, contact your expert:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

Please clarify if this is from a 1099-B and exactly what the transaction may be.    If you are referring to the 1099-B, you can check a box to open up all the boxes on the form for entry. First use the link below to begin your review, then see if you need to check the box noted below. Where do I enter Form 1099-B? I have more info to enter that I don’t see here