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1. Find the "Retake" or "Edit" Button You can navigate back to the W-2 section: Go to Federal > Wages & Income. Find the W-2 you were working on. Look for an option that says "Retake Photo," "Replace," or a trash can icon to delete the bad entry and start over. 2. Tips for a Perfect "Snap" The app's software uses "Optical Character Recognition" (OCR) to read the numbers. If it can't read the text, it will fail. To get it right: Flatten the Paper: If your W-2 was mailed, iron out the creases with your hand.  Lighting is Key: Avoid using a flash, which creates a white glare on glossy paper. Use indirect, bright natural light (like near a window). Contrast: Place the W-2 on a dark, flat surface (like a dark table or floor) so the edges of the white paper are clear.  Steady Hands: Hold your phone directly over the form, not at an angle.

In Forms view, scroll down on your schedule e worksheet to expenses. Expenses attributable to the rental periods are fully deductible, which includes expenses like management fees, commissions, and advertising.

TurboTax Mac usually requires you to start as if you have a standard 1099-R before it allows you to flag it as a substitute.   Go to Federal Taxes > Wages & Income.  Scroll down to Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R). When asked "Did you receive a 1099-R?", select Yes. Important: Do not try to import. Choose "Change how I enter my form" or "I'll type it in myself." Enter the details from her foreign statement as best as you can into the 1099-R fields (converting foreign currency to USD using the average annual exchange rate). Follow the interview screens until you see a page with a series of checkboxes. Look for: "I need to prepare a substitute 1099-R" or "This is a substitute form." Checking this box will trigger the generation of Form 4852.

interesting answer and appreciated. Why did turbotax change how they did estimated taxes from prior years? In the past (turboTax Deluxe) it asked what you estimate the amount of withholdings will be for the current year and now instead ask what has been withheld to date. For estimating taxes for 2026 that makes no sense and then use 2025 withholdings in determining estimated tax payments. Shouldn't this be a program update to return to the prior year process. Thanks.

@lali000 wrote: Even 1040 is not visible without paying in the online version. There is just a cryptic summary view of income and taxes. You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Yes, you must have the seller report (or time-of-sale report) to claim the clean vehicle tax credit. The seller is required to submit this report to the IRS and provide a copy to you within three days of the sale. Without this report, your vehicle will not be eligible for the credit. Clean Vehicle Credit | Seller or Dealer Requirements If the vehicle was acquired on or before Sept. 30, 2025, the taxpayer may still be eligible for these credits when the vehicle is placed in service. It's up to you if you want to try to mail your return with the purchase document. One Big Beautiful Bill FAQs for expiring credits Review the information in the links to be sure you do qualify, and double check with your dealer to be sure they sent in the required information to the IRS.   @Ohweeby 

Usted tiene varias opciones para realizar su pago despues de haber presentado su declaracion:   Pago por correo: Puede enviar su cheque por correo utilizando formulario 1040-V (Voucher de pago). Si no encuentra este formulario en los documentos de su declaracion, puede enviar su cheque directamente asegurandose de escribir su numero de seguro social, el año fiscal "2025 Form 1040", y su numero de telefono. El cheque debe emitirse a nombre de "United States Treasury".   Pago en linea: La manera mas rapida y segura es a traves del sitio web del IRS. Puede usar Direct Pay, o puede crear una cuenta personal el el sitio. Esto no solo le permite hacer pagos, sino tambien revisar su historial y obtener copias de sus documentos de años anteriores.

You say you "paid the penalty".  How did you do that and did you get a form for it.  You don't usually pay the penalty (and tax) until you actually file your tax return.  You want to be sure to get credit for any withholding you had done. Withholding on a 529 distribution is unusual (there is no place on form 1099-Q for tax/penalty withholding). 

I also answered this question incorrectly.  I am using the online version but do not see an "uncommon situation" section and cannot get back to the form.  Super frustrating, as I tried clicking back after incorrectly entering, but it would not go back to the form!

Thank you Dave. I should have mentioned this is retirement income and form 1042-S is provided by her ex employer. Therefore I cannot import the information from a brokerage as you mention so I have to skip this step and enter it manually. The information is then saved as a 1099-R with no option to create a substitute 1099-R now offered by Turbo Tax, unlike prior years. Jeff

To resolve the TurboTax "Withholding per period" issue , instead of dividing your total tax withheld by four, enter the actual amount with-held from one paycheck or 1099-R statement. This form is asking for the weekly/monthly  periodic  withholding amount, not the annual total.    For example: Look at a one pay stub for the amount withheld in one period.  Make sure that for your part-time job, you are listing the withholding from a single paycheck, not the total year-to-date amount.   Please return to Community if you have any additional information or questions and we would be happy to help. 

To view IRS form 8959 Additional Medicare Tax in your TurboTax Online tax return, use the print or view function.   You may print or view your full tax returns prior to filing after you have paid for the software.    View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. Select Include government TurboTax worksheets. Enter Control+F for the 'find' function.   Then enter '8959'.

If you imported any 1099's, you may want to verify the income, so there's not a case of duplicating.  What's included in 'Gross Income from All Sources' is a complicated calculation, so the amount may not be the same as your AGI, but probably shouldn't be four times that amount, even though some items are added back in.   Here's what's included in the calculation:   Form 1040, lines 1, 2b, 3b, 4b, 5b and 6b plus Schedule 1 (Form 1040), line 1 plus Schedule 1 (Form 1040), line 2a plus Schedule C, line 7 (all copies) plus All gains reported on Schedule D minus Schedule D, line 11, Subtotal Line A(Form 4797, Gain from Part I) plus All gains reported on Form 4797 plus Schedule E, line 3 total plus line 4 total plus  Schedule K-1 Worksheet - Estates and Trusts, Box 14 Code B : Foreign Tax Information section, line 7 (if it has a value); otherwise income reported in Part III lines 5, 6, 7 and 8 plus Schedule K-3 - Partnerships Line B - Gross income from all sources Schedule K-1 - Partnership Additional Information page 1, Box 11 section,Code A, line 1 (if positive) and line 3 and line 4 and Code I, line 5 Schedule K-3 - S Corporations Line B - Gross income from all sources Schedule K-1 - S Corporation Additional Information page 1, Box 10 section, Code A, line 1 (if positive) and line 3 and line 4 and Code H, line 5 Schedule F, line 11 (all copies) plus Form 4835, line 7 ( all copies) plus Schedule 1 (Form 1040), line 7 plus All positive income amounts on the Other Income Statement.   @dhawal55