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It depends. The Energy Efficient Home Improvement Credit must be claimed in the tax year the property is placed in service (installed). If you paid in 2024 but the equipment was not installed and "pl... See more...
It depends. The Energy Efficient Home Improvement Credit must be claimed in the tax year the property is placed in service (installed). If you paid in 2024 but the equipment was not installed and "placed in service" until 2025, you can generally claim the credit on your 2025 tax return. However, if you paid and placed it in service in 2024, you cannot claim the credit in 2025.    If you missed claiming it for 2024, you can file an amended return for that year rather than adding it to your 2025 return.   The Qualified Manufacturer Identification Number (QMID), which is a requirement for products installed starting in 2025, can often be found on the manufacturer’s website or from your contractor.
Check the printout or PDF of your return; look for the federal or state cover sheet with the Turbo Tax logo. If you owed tax, it will show the payment information and how/when you decided to pay.   A... See more...
Check the printout or PDF of your return; look for the federal or state cover sheet with the Turbo Tax logo. If you owed tax, it will show the payment information and how/when you decided to pay.   And you can never have a refund apply to the tax due on the other one.     Read the state payment instructions carefully since most states cannot be paid from within the TT system and requires additional steps.   You can pay the IRS directly at https://www.irs.gov/payments  
I was employed for the last 2 months of 2025 in Wisconsin but filing a non-resident return as I my legal residence is still in Michigan. I have a long-term capital loss from a single sale of stock w... See more...
I was employed for the last 2 months of 2025 in Wisconsin but filing a non-resident return as I my legal residence is still in Michigan. I have a long-term capital loss from a single sale of stock with is currently reported on line 8a on my Federal Schedule D since it is was reported on a 1099 and there is only one affected transaction. I think it needs to reported instead it on line 8b with a form 8949 so that I can exclude it as a non-resident loss on my Wisconsin return, but TurboTax is not generating a Form 8489 and TT is carrying the loss that I am not entitled to forward  to the Wisconsin return.  The Wisconsin Dept of Revenue webpage for "Reporting Capital Gains and Losses for Wisconsin by Individuals , Estates and Trusts" on page 7 states E. Federal Capital Losses Incurred by Wisconsin Nonresident     Wisconsin treatment: Wisconsin las does not permit the deduction of capital losses incurred prior to the date Wisconsin residence is established.     How to report: For nonresidents and ... do not include the losses on Schedule WD or Schedule 2WD   I am unable to delete the entry from the TT Wisconsin Form WD .  Any suggestions?
yes I'm a us citizen   Tax home is abroad and yes I live abroad   I want to take the foreign tax credit, not exclude the income. The reason I want to take the tax credit is i believe this will gi... See more...
yes I'm a us citizen   Tax home is abroad and yes I live abroad   I want to take the foreign tax credit, not exclude the income. The reason I want to take the tax credit is i believe this will give me more tax relief as the country i am in taxes my income at 26% at the source and I would like to get thr tax credits not exclude the income    Thanks for any help that can be provided however my question is less about tax rules and more about how to get the tt software to do it's job.
It depends. If you do not have a balance due, you can file your return without Form 2210.    It is possible to have a refund and still have an underpayment penalty if the payments were not paid e... See more...
It depends. If you do not have a balance due, you can file your return without Form 2210.    It is possible to have a refund and still have an underpayment penalty if the payments were not paid equally across all payment dates. If your income calculation was used each period to determine if an estimated tax was required, then you may need to do the annualized method to reduce or eliminate the penalty.   Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of: 90% of the total tax after credits for the current year, or 100% of the total tax after credits in the prior year See one exception below. You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely.   Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2025 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.
It depends- can you clarify what you changed or added?  If it was just income and the tax did not change you did not have to amend, but if t is something that must be reported to the IRS, you would w... See more...
It depends- can you clarify what you changed or added?  If it was just income and the tax did not change you did not have to amend, but if t is something that must be reported to the IRS, you would want to send the 1040X.  
I'm sorry to hear you were the victim of identity theft.  It sounds like you may have already gained access to the ID.me website, which uses facial recognition to set up your account. This is helpful... See more...
I'm sorry to hear you were the victim of identity theft.  It sounds like you may have already gained access to the ID.me website, which uses facial recognition to set up your account. This is helpful, because the IP PIN retrieval website will ask you to login with your ID.me credentials.   To obtain the IP PIN, visit www.irs.gov/getanippin to retrieve the correct number, then update your return before resubmitting your return if you have already tried to file. Or, for assistance with the IP PIN, contact the IRS at 1-800-908-4490.   To enter your IP PIN in TurboTax Online one you have it, follow these steps:   1. Select Federal from the left-hand menu. 2. Select Other Tax Situations, then Identity Protection PINs 3. On the screen that asks if anyone on this return was assigned an IP PIN, select Yes. 6. Click Add  or delete next to the name of the person the PIN belongs to, and enter the 6-digit number.
my return is currently stuck in the review stage due to a technical issue. turbo tax is forcing an incorrect state (Indiana) for an education form (1098-T) , even through the correct state is Minnesot... See more...
my return is currently stuck in the review stage due to a technical issue. turbo tax is forcing an incorrect state (Indiana) for an education form (1098-T) , even through the correct state is Minnesota. i have already tried deleting and re-entering information manually and skipping address fields, but the issue persists. The incorrect Indiana address reappears during final review, even when no such information was entered. This appears to be a system bug and is preventing me from completing and filling my return. I have already paid for this return, so i would like assistance resolving this issue or resetting my return without being charged again.
@nightshine   What state are you in? Having 0 Social Security on federal 1040 line 6b should not affect your state return. Most states do not tax SS so if the IRS adds it in for you, you do not have ... See more...
@nightshine   What state are you in? Having 0 Social Security on federal 1040 line 6b should not affect your state return. Most states do not tax SS so if the IRS adds it in for you, you do not have to amend federal.   And don't have to amend state since it was not included in state to begin with.    If your state started with the federal AGI 115,000 and 0 on 6b  then the state subtracted 0 and is still using 115,000.  If you now have federal AGI of 150,000 and 35,000 on 6b then state is 150,000-35,000 = 115,000.  Comes out the same way.  
There's a big difference between a sale or exchange of digital assets (1099-DA) and retirement income (1099-R). It's important to report the income in the appropriate location in your tax return. ... See more...
There's a big difference between a sale or exchange of digital assets (1099-DA) and retirement income (1099-R). It's important to report the income in the appropriate location in your tax return. Where do I enter Form 1099-R? Your IRS form 1099-DA reports gross proceeds, the digital asset, the number of units and the number of transactions. Select Wages & Income. Scroll to Investments and Savings. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) >  Add investments. On the Save time and connect your financial accounts screen, select Enter a different way > Select Type it in myself, then Continue. OK, let's start with one investment type, select Digital Assets > Click Continue. On the screen Which bank or brokerage is on your 1099-DA, enter the information > Continue. On the screen Did you get a 1099-DA from XXX?, select Yes.  Click Continue. Answer the questions at the screen Tell us about the sales on your 1099-DA Any digital currency you purchase becomes income at the time you redeem or sell the digital currency and must be reported . Cryptocurrency Guide (digital currency) Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate) A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. How do I mail Form 8453? (review if alerted)
There is a 2 step process to reporting a backdoor Roth, here is how to enter it(from: How do I enter a backdoor Roth IRA conversion?:   Step 1:  Enter the Non-Deductible Contribution to a Traditi... See more...
There is a 2 step process to reporting a backdoor Roth, here is how to enter it(from: How do I enter a backdoor Roth IRA conversion?:   Step 1:  Enter the Non-Deductible Contribution to a Traditional IRA Go to Deductions & Credits and scroll to the Traditional and Roth IRA Contributions section. Click Start.  On the screen, Tell us about your IRAs, check the Traditional IRA box and select Continue. After selecting that you contributed to a traditional IRA in 2025, you will be asked Is This a Repayment of a Retirement Distribution?, select No and select Continue. Enter the amount contributed and select Continue.. You will be asked Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution? Select No and Continue. Continue through the interview and answer the questions on the following screens. You will arrive at a screen labeled [Your name’s] Traditional IRAs, with a box labeled Deductible contributions elected non-deductible. Enter the amount you contributed. Select Continue. Note: If none of your contribution can be deducted, you'll see the message Based on what you've entered you don't qualify for an IRA deduction, and the full amount of your contribution will automatically be nondeductible. Step 2:  Enter the Conversion from a Traditional IRA to a Roth IRA Go to Wages & Income. Locate and select the Retirement Plans and Social Security section, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Answer Yes to Did you get a 1099-R in 2025? If you land on the screen Review your 1099-R info, select Add another 1099-R. Select how you want to enter your 1099-R and follow the instructions. Answer the questions on the following screens and continue through the return, until you reach Tell us if you moved the money through a rollover or conversion. Select I converted some or all of it to a Roth IRA and Continue. Next, select Yes, all of this money was converted to a Roth IRA. To check the results of your backdoor Roth IRA conversion, see your Form 1040: From the menu, select Tax Tools, then Tools (if you're currently using the TurboTax Mobile app, you'll need to sign in to the web browser version). Select View Tax Summary. From the menu on the left side of your screen, select Preview my 1040. Your backdoor Roth IRA amount should be listed on Form 1040, Line 4a as IRA distributions. Taxable amount on Form 1040, Line 4b should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, in which case the earnings would be taxable. If you have a Schedule 1, then Schedule 1, Line 20, IRA deduction should be blank.
I can't find my 2025 e-file that was accepted
TurboTax Free Edition is for taxpayers with simple Form 1040 returns only (no forms or schedules, except for EITC, CTC, student loan interest, and Schedule 1-A). 37% of taxpayers qualify. If we de... See more...
TurboTax Free Edition is for taxpayers with simple Form 1040 returns only (no forms or schedules, except for EITC, CTC, student loan interest, and Schedule 1-A). 37% of taxpayers qualify. If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need. Check your qualifications or change products below.
I used the desktop version of turbo tax 2024 for my filing last year. The saved file appears as: Steven Honeycutt 24.tax2024  
The 1099-B is all right. This will be reported in the same location as a 1099-DA so it's in the right location for you. The information below will guide you to see the transactions entered into your ... See more...
The 1099-B is all right. This will be reported in the same location as a 1099-DA so it's in the right location for you. The information below will guide you to see the transactions entered into your tax return.   To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales?
@strongted , please can you provide some details -- (a)  Your foreign source income -- what type  ( 1099-div, 1099-Int, 1099-B  etc. etc. )? (b) If it is not on the 1099s where  did you report th... See more...
@strongted , please can you provide some details -- (a)  Your foreign source income -- what type  ( 1099-div, 1099-Int, 1099-B  etc. etc. )? (b) If it is not on the 1099s where  did you report the  foreign  taxes paid ? (c) or are you saying that your are eligible for  section 904(j)  benefit i.e. without having to see the limits imposed by form 1116 ? (c) Or are you saying that there was no FTC  but your tax liability prior to FTC application was zero ( it is non-refundable credit ) ?   Please help me solve your issue by replicating your situation  ( since I cannot see your screen and/or your return ) --yes ?