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I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

Boxes 3&5 are much higher than Box1.  Suspect it is 401k or HSA contributions.  Still unsure if my W-2 includes the ordinary income from the discount on ESPP purchases.  I plan to go forward with the assumption that it is included which means I need to adjust the cost basis of each ESPP lot sold. Given the following excerpts from Forms 1099-B and 3922 how should the cost basis be calculated? Quantity Date Acquired Date Sold Proceeds Cost Basis Gain/loss 2.990 01/13/23 12/11/25 934.36 368.67 565.69 3.272 01/31/23 12/11/25 1,022.48 374.64 647.84 Fair Market per share on grant date Fair Market per share on exercise date per share Exercise price paid per share ** Number of shares purchased 141.19 145.06 123.30 2.990000 141.19 134.71 114.50 3.272000

You can try calling customer support, but I would suggest trying to act like a polite and civil adult when you do.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

TurboTax online accounts cannot be closed or deleted.   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. 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

Rejection code IND-996 indicates that a Dependent or Qualifying Person's Identity Protection Personal Identification Number (IP PIN) is missing, incorrect, or invalid on your tax return. To fix this, locate the correct 6-digit IP PIN from the CP01A letter sent by the IRS   IRS website to retrieve an IP PIN - https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   To enter, edit or delete a 6 digit IP PIN Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button

You have not mentioned what document you are referring to----should we guess?   If you are asking about a W-2, contact the employer and ask why they left box 18 blank and get them to issue a corrected W-2.   Or....tell us what document you are asking about.  We cannot see your screen or your tax return.

If you have not registered, paid or e-filed you can clear your information out. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

It depends. If your Forms view shows only two K-1s, but Schedule B is double-reporting the data, it usually boils down to a synchronization error between the entry worksheets and the final forms. Here are the most common issues and how to resolve them.   If you imported your K-1 data electronically and then manually tweaked an entry, the software sometimes creates a "hidden" duplicate worksheet.   The Fix: Go to the "Tax Tools" or "Forms List" and look for a worksheet titled something like K-1 Partner Wks. Check if there are two worksheets for the same entity name. Sometimes one is a "placeholder" from an import that didn't fully merge with your manual entry.   Manual Entry vs. Schedule B Links Tax software often allows you to enter interest in two places: directly on a Schedule B worksheet or within the K-1 entry screen.   The Issue: If you manually typed the interest into the Interest Income Worksheet (which feeds Schedule B) and entered it in Box 5 of the K-1 screen, the software may not be smart enough to realize they are the same payment.   The Fix: Check your Interest/Dividend "General" worksheets. If you see the K-1 issuer listed there as a standalone bank or entity, delete that specific line item. The K-1 entry should "push" the data to Schedule B automatically.   "Adjustments" or "Copy 2" Look closely at the Schedule B descriptions. Are the amounts identical down to the cent? If one has a slightly different name (e.g., "Company LP" vs "Company LP - Accrued Interest"), the software thinks they are distinct sources.   The Fix: In Forms Mode, click on the line in Schedule B that is the "extra" one. It should highlight a "Source" button or link. Click it to see exactly which worksheet is generating that specific line.   The "Check for Errors" Loop Sometimes, a corrupted "Estimated Entry" (data in red or italics) stays in the background calculations even after you've corrected the form.   The Fix: Save your file, close the program entirely, and restart. If that doesn't work, delete the K-1 entirely and re-enter it from scratch. It’s annoying, but it forces the software to clear the cached links to Schedule B.   @mwilcox1     

Not sure where you are seeing that question.  When you enter income on a joint tax return, there is always a spot for each spouse on an income entry screen.  So when you enter the 1099G for unemployment, enter it under your own name if you are the one who received unemployment.     Some states will mail out the 1099G.  Or you might need to go to your state’s unemployment website and use the password, etc. that you have been using to certify for weekly benefits to get your 1099G from the state’s site.   Enter your 1099G in Federal>Wages & Income>Unemployment   Go through the screens very carefully, making sure  to enter any federal/state tax you had withheld from the unemployment. https://ttlc.intuit.com/community/entering-importing/help/where-do-i-report-a-1099-g-for-unemployment-or-paid-family-leave/00/26530  

If they are full-time students they can still be claimed as qualifying children on your own tax return and you are the one who can enter the education credits on your return.   They can still file their own tax returns to seek refunds of tax withheld from their paychecks but must say on their returns that they can be claimed as someone else's dependent.