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Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 
this may be the issue with browser permissions that a lot of people have encountered, see this thread for info on how to resolve.   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-br... See more...
this may be the issue with browser permissions that a lot of people have encountered, see this thread for info on how to resolve.   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947/highlight/true#M1390363   https://ttlc.intuit.com/community/taxes/discussion/import-tax-document-into-turbotax/00/3775553    
What version are you using - TurboTax Desktop or TurboTax Online?    After you finish each entry, you should be taken to the summary screen with all of your investments.    
What about "Long term  or short term".  What do I choose for each of the lots? The lots in suplemental are all  2021 dates, while the one in 1099B is ST- basis reported to IRS. Do I make just these l... See more...
What about "Long term  or short term".  What do I choose for each of the lots? The lots in suplemental are all  2021 dates, while the one in 1099B is ST- basis reported to IRS. Do I make just these lots match 1099-B for this?
When you went through the Mortgage interest section in TurboTax, did you fill in the beginning of year balance for 2026?  TurboTax will need those numbers in order to correctly calculate the deductib... See more...
When you went through the Mortgage interest section in TurboTax, did you fill in the beginning of year balance for 2026?  TurboTax will need those numbers in order to correctly calculate the deductible interest.   If your 2nd 1098 form is not appearing, are you indicating that both loans are secured by your primary home?   Also, you have the two loans, so the question is this the most recent loan should be answered yes for both since you have two mortgages securing the same property.   There is also a worksheet in IRS Publication 936 on pg. 14 of the PDF version, that you can use to determine the mortgage interest limitation.  I made up a mock return using simulated data from two large loans that are above the loan limitation maximums - one in the 1987 to 2017 timeframe with the $1M cap on debt and one in the post 2017 timeframe with the $750K cap and compared it to the worksheet in Publication 936 and it came out correctly when I compared it to the Ded Home Mort worksheet found by clicking Forms in the blue banner at the top right of TurboTax download version.
LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/     Or….Pos... See more...
LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/     Or….Post clearly worded, very specific complete questions here in the user forum.  We cannot see your screen or your tax return.   @Princeten5
Yes I was able to find the forms and I see where the program is going wrong.  Even entering the information on the peoples worksheet did not correct the issue.  It did carry the additional line items... See more...
Yes I was able to find the forms and I see where the program is going wrong.  Even entering the information on the peoples worksheet did not correct the issue.  It did carry the additional line items to the student info worksheet, but it does not correctly handle the reporting in relation to the use of your expenses when allocating to offset 1099-Q vs for educational credits.  In my case I am phased completely out of credits based on my AGI (before adding 1099Q income), so the use of my expenses for CREDIT should be 0, but this value on the student worksheet is totaled to the amount of my 1098-T tuition and the amount you can enter for books (8800).  So then I have only the remainder 5500 counting against the 13500 I took from the 529.  So its still evaluating the other 8k for tax.  Only by adjusted line 19 (Used for credit) to 0 does everything then net out correctly in PartVIII (QTP Section 529)   Note images attached in reverse order of the description  
latest from Intuit in other threads has been hopefully a release this weekend but no firm date available for when it will come.   you shouldn't have to do anything special - if on desktop provided ... See more...
latest from Intuit in other threads has been hopefully a release this weekend but no firm date available for when it will come.   you shouldn't have to do anything special - if on desktop provided you are getting automatic updates, the last was yesterday (TurboTax / About Turbotax / More Info should show 12th Feb as current build).   https://ttlc.intuit.com/community/taxes/discussion/re-will-depreciation-and-amortization-be-ready-soon/01/3775152#M1402862
I have tried multiple times to find the page to enter the estimated tax payments I made in 2025 and that page does not appear anywhere. The only page that appears is one to set up estimated tax payme... See more...
I have tried multiple times to find the page to enter the estimated tax payments I made in 2025 and that page does not appear anywhere. The only page that appears is one to set up estimated tax payments to be made in 2026. Where is the page to enter the estimated tax payments I made via EFTPS during 2025?
Every business in CA must: File Form 568  and schedule IW (income worksheet) Pay the $800 annual tax - either mail FTB3522 voucher or pay via the FTB Web Pay portal If your gross receipts (before... See more...
Every business in CA must: File Form 568  and schedule IW (income worksheet) Pay the $800 annual tax - either mail FTB3522 voucher or pay via the FTB Web Pay portal If your gross receipts (before expenses) is over $250,000 there is an LLC fee in addition.   LLC is a legal entity. For your taxes, if you did not elect to be treated as a corporation and you have no other owners, you can file a Schedule C with your personal income tax return.    For CA: If you are filing a Sch C, the business from federal is reported on your Form 540. Otherwise, you are filling out a business return for federal and state in the business software.   References: CA LLC filing requirements 2025 Instructions for Form 568 Limited Liability Company Tax What type of entity is my business? Deducting expenses Where do I enter Schedule C? Self-employment tax
I found what is happening on the Medical Expenses Worksheet. An HSA distribution is subtracted from the medical and dental expenses, which is not correct because the HSA money was not used to pay the... See more...
I found what is happening on the Medical Expenses Worksheet. An HSA distribution is subtracted from the medical and dental expenses, which is not correct because the HSA money was not used to pay the Medicare premiums and there are no other medical or dental expenses on the worksheet.   The HSA distribution is $1,906. Should I be entering it in the Amount field shown below?  
I suggest you try changing browsers. I know Firefox worked for me when Edge did not.  Others reported the problem to Intuit and received suggestions they manually enter their data. (Obviously, not de... See more...
I suggest you try changing browsers. I know Firefox worked for me when Edge did not.  Others reported the problem to Intuit and received suggestions they manually enter their data. (Obviously, not desirable.)  One of the earlier posts explains how to change your default browser if you need pointers.  I know it is annoying, but it is a solution/workaround.   
@xdci21 wrote: I downloaded several premier, but none to activate with code The installation file should have been the same each time you downloaded it.  When you installed the software, did ... See more...
@xdci21 wrote: I downloaded several premier, but none to activate with code The installation file should have been the same each time you downloaded it.  When you installed the software, did it give you an error code and message when you tried to activate?  If it says the license code is invalid, what to do depends on where you purchased it.     If you purchased it from an authorized retailer like Sams Club or Costco, the store"might" exchange it for a different code.  I've heard some users report that they did, and some that said they wouldn't.   So I guess it depends on the particular store.   In any case, if they don't take it back, or if you want to get a new code from TurboTax Support, here's how to reach them:   Contact TurboTax Hours 5AM-9PM Pacific, 7 days a week https://ttlc.intuit.com/turbotax-support/en-us/contact/
If I choose Continue and leave that question blank, it's followed with: Did you convert a traditional IRA to a Roth IRA before 2025? - Yes What years did you convert a traditional IRA to a Roth I... See more...
If I choose Continue and leave that question blank, it's followed with: Did you convert a traditional IRA to a Roth IRA before 2025? - Yes What years did you convert a traditional IRA to a Roth IRA? - Answered: '2020 and Prior Years' Report net conversions to your Roth IRAs that were taxable and nontaxable in 2020  -  Again, another question which I have no answer for. Note: I see another person facing this same issue and they were told to enter the full distribution amount or more into the box after "What were your Roth IRA contributions prior to 2025?" https://ttlc.intuit.com/community/retirement/discussion/roth-ira-basis-is-it-needed-if-held-past-5-years-and-person-is-over-59-1-2/00/3761359/message-id/257128  
Here is how to enter.    TurboTax Online Go to Federal Select Wages & Income Scroll to Investment Income Find Capital Loss Carryover Click Start or Revisit TurboTax will ask:D... See more...
Here is how to enter.    TurboTax Online Go to Federal Select Wages & Income Scroll to Investment Income Find Capital Loss Carryover Click Start or Revisit TurboTax will ask:Did you have a capital loss carryover from a prior year? Enter your short‑term and long‑term carryover amounts separately. TurboTax Desktop (CD/Download) Go to Federal Taxes Choose Wages & Income Scroll to Investment Income Select Capital Loss Carryover Enter the amounts when prompted
What do you mean update the software?  I use a desktop and when I log into my account, it still shows: Depreciation and Amortization will be ready by February, but likely sooner
it's still friday so we'll all see what happens - maybe it will be a nice valentine's day gift tomorrow
I made a non deductible backdoor Roth IRA contribution total of 6700$ in 2025. I made an additional contribution of 300$ in January of this year 2026 for year 2025 to max my total 7000$ allowed by ir... See more...
I made a non deductible backdoor Roth IRA contribution total of 6700$ in 2025. I made an additional contribution of 300$ in January of this year 2026 for year 2025 to max my total 7000$ allowed by irs. I only received a 1099r for 6700$ from Schwab and they’re telling me I won’t get a 1099 for the 300$ until January of 2027. Is this correct? What do I claim on my 2025 taxes for the 8606 form 6700$ or the total of 7000$?? This is first year filing having done the backdoor method.