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10 hours ago
It's not giving me the option when I enter the 1099-R
Topics:
10 hours ago
You enter the marketplace insurance using Form 1095-A and the interview questions to generate Form 8962. Then you must link it to Schedule C. You do not enter this insurance using the SE-Health Insu...
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You enter the marketplace insurance using Form 1095-A and the interview questions to generate Form 8962. Then you must link it to Schedule C. You do not enter this insurance using the SE-Health Insurance link on Schedule C. That will cause a double up
10 hours ago
I do not recall seeing this form to fill out in the program, so it needs to be filled out manually? then mailed in with the 8453? I have to fill out and mail in an 8453 already with a 8949 because I ...
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I do not recall seeing this form to fill out in the program, so it needs to be filled out manually? then mailed in with the 8453? I have to fill out and mail in an 8453 already with a 8949 because I have non-covered share stock sales from prior to 2010 (so many questions about that form also, should I call someone?) and assume I need to attach something to all of these. It feels rather archaic and burdensome for a "premiere product" I paid for. I'm still trying to figure out 15 years of DRIP cost basis on 5 stocks, and now this. pffffft.
10 hours ago
I don't know how to reply to you. This is for JamesG1. My asset listing shows the correct depreciation for each year of depreciation for the asset. My asset in the step by step depreciation shows ...
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I don't know how to reply to you. This is for JamesG1. My asset listing shows the correct depreciation for each year of depreciation for the asset. My asset in the step by step depreciation shows the wrong depreciation. Why is the depreciation different between the asset listing and the actual depreciation claimed on the return? The asset listing is correct for every year. This year's depreciation claimed on the return is wrong. I don't know how to describe it any clearer. This problem includes four assets that are not correct.
10 hours ago
The results are good and here are the steps to follow:
Enter the amount of wages in box 1 (as if they had been placed there) > finish the W-2 screen
Continue to 'Let's check for other situati...
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The results are good and here are the steps to follow:
Enter the amount of wages in box 1 (as if they had been placed there) > finish the W-2 screen
Continue to 'Let's check for other situations' > check the box next to 'Nontaxable Medicaid waiver payments that qualify as difficulty of care payments'
Continue > 'Let's check your Medicaid waiver payments' > Check the boxes 'All of it' and 'No'
Preview your return to look at the following lines:
Schedule 1, Line 8s you will see the negative adjustment carried to Line 9 on the 1040.
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
Select Tax Tools
On the drop-down select Tools
On the pop-up menu titled “Tools Center”, select View Tax Summary
On the left sidebar, select Preview my 1040
For TurboTax Desktop, change to 'Forms' and review the forms.
10 hours ago
If your tax return has been accepted you might also be able to access your transcript from the IRS now. This will allow you to compare the transcript with the return you filed.
Get My IRS Transc...
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If your tax return has been accepted you might also be able to access your transcript from the IRS now. This will allow you to compare the transcript with the return you filed.
Get My IRS Transcript
Current Year Transcript Availability
@Rondecd
@denisebox
10 hours ago
Follow these steps:
Open to federal income
Locate the 1099-DIV
Edit your 1099-DIV
After the income entry, continue
If you have government interest:
Uncommon Situatio...
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Follow these steps:
Open to federal income
Locate the 1099-DIV
Edit your 1099-DIV
After the income entry, continue
If you have government interest:
Uncommon Situations - select a portion are US Government interest
Enter the dollar value that represents that percentage.
Tell us more about your exempt-interest dividends
Select I earned exempt interest dividends in more than one state
select the bottom option of multiple states and enter the non-MO portion
select your state
enter the exempt amount for MO
10 hours ago
If you would like to re-visit your 1099-R entries to review and/or edit, follow the instructions below:.
Go to Income on the left panel within your TurboTax account
Click on the Review to...
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If you would like to re-visit your 1099-R entries to review and/or edit, follow the instructions below:.
Go to Income on the left panel within your TurboTax account
Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click on the pencil to the right of your 1099-R to review/edit it
Click Continue through the entries you've made until you reach, "Let's get more information about your Required Minimum Distribution (RMD)
Here you can go through the RMD interview questions again to make your changes
Alternatively, if that does not resolve any error messages you are receiving, you can delete the Form 1099-R (and Form 5329 if a penalty was triggered) and re-enter your 1099-R manually by following the above steps, but using the trash can icon (to the right of your 1099-R) instead of the pencil at step number 3 above.
After deleting, click outside of the Income section (such as on Deductions & credits) before going back to Income to re-enter the Form 1099-R following the above steps.
10 hours ago
It depends. The following two actions will be helpful to try to eliminate the error. First close your tax return.
Try clearing the cookies and cache. It handles many issues that seem nonsensica...
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It depends. The following two actions will be helpful to try to eliminate the error. First close your tax return.
Try clearing the cookies and cache. It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example. Do not use selections like 'last hour' for those browsers that give you options.
How to clear your cache -- Once this is complete open your return and try again.
If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.
Walk through the steps of your social security lump sum section to be sure you have answered all the questions
@ragpaq2
10 hours ago
Here are some more troubleshooting ideas for you to import your 1099 forms:
If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Pr...
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Here are some more troubleshooting ideas for you to import your 1099 forms:
If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection
Clear cache/cookies, then try the import again
If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues
If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry
Temporarily disable firewalls or antivirus software, which can block connection to broker servers
Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances
Ensure your document ID from the broker has the correct number of characters
You could also enter your information manually, follow the steps below and select Skip Import. Then follow the remaining screens to manually add your 1099-B data.
Go to Federal, then Wages & Income, then Investments and Savings
Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales
Select Stocks, Bonds, Mutual Funds and Continue
Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue
You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.
10 hours ago
Here are some more troubleshooting ideas for you to import your 1099 forms:
If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Pr...
See more...
Here are some more troubleshooting ideas for you to import your 1099 forms:
If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection
Clear cache/cookies, then try the import again
If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues
If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry
Temporarily disable firewalls or antivirus software, which can block connection to broker servers
Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances
Ensure your document ID from the broker has the correct number of characters
You could also enter your information manually, follow the steps below and select Skip Import. Then follow the remaining screens to manually add your 1099-B data.
Go to Federal, then Wages & Income, then Investments and Savings
Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales
Select Stocks, Bonds, Mutual Funds and Continue
Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue
You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.
10 hours ago
why I did not get a call from an expect for full service?
Topics:
10 hours ago
When importing a cryptocurrency TXF file into TurboTax Desktop, the software defaults to 1099-B and does not present an option for 1099-DA.
TurboTax has yet to release information about upgrade...
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When importing a cryptocurrency TXF file into TurboTax Desktop, the software defaults to 1099-B and does not present an option for 1099-DA.
TurboTax has yet to release information about upgrades to IRS form 1099-DA. Thank you for your patience.
When reviewing the entries, you are able to use the 'bulk edit' function to report the Investment type as Cryptocurrency.
The 'bulk edit' function is found at the screen Review your XXX sales, by clicking the white box to the left of the word Description.
10 hours ago
Boxes 5, 6, and 7 of Form 1099-NEC are related and TurboTax will look for entries in the other boxes if there is an entry in once box. Box 5 of the 1099-NEC may be blank even if Boxes 6 and 7 have en...
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Boxes 5, 6, and 7 of Form 1099-NEC are related and TurboTax will look for entries in the other boxes if there is an entry in once box. Box 5 of the 1099-NEC may be blank even if Boxes 6 and 7 have entries, if no state income tax was withheld. If Box 5 (State tax withheld) is zero or empty, the state information in Boxes 6 and 7 is generally not required. If there is no withholding on your form, and the program is "stuck" at this step, see if removing the entries in Boxes 6 and 7 resolves the issue.
If you have already addressed all of the areas of your return for which Review asked for more information or corrections, you have checked your Internet connection, and the program is not progressing to the next step, try the following steps:
Try exiting TurboTax, restarting your device and starting TurboTax again.
Try using a different browser. Chrome usually works well.
Try clearing your cache and cookies.
10 hours ago
While foreign earned income is excluded from Federal taxes , some states do not recognize this exclusion and may tax it, so verify your specific state's rules. In general, you must report to your r...
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While foreign earned income is excluded from Federal taxes , some states do not recognize this exclusion and may tax it, so verify your specific state's rules. In general, you must report to your resident state, regardless of where it was earned. You are only able to allocate income on part year and nonresident returns in TurboTax. If you think the state amount is incorrect, you can try to request a corrected W2 from your employer, but they most likely will not make the correction because that is what they reported to the state and this correction usually has to be made before the W2 is submitted by them to the IRS and SSA.
11 hours ago
Follow the steps to Delete a Form and look for the Estimated Tax Worksheet or something similar.
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on ...
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Follow the steps to Delete a Form and look for the Estimated Tax Worksheet or something similar.
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select Delete a Form
This will show all of the forms in your return
Scroll down to the form you want to delete
Select the Form
Click on Delete.
11 hours ago
How? I can't get in to the file to do so....
11 hours ago
There is no Payer ID for a SSA1099. You are trying to enter it in the wrong place.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your...
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There is no Payer ID for a SSA1099. You are trying to enter it in the wrong place.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
11 hours ago
you must use the 2024 app. Open this app and click on "amend a filed return". if its never been filed, judt open the return
11 hours ago
There is nothing to "resolve." You enter the W-2 exactly as it appears. Teachers in IL pay into Teachers Retirement System instead of paying in to Social Security. The information about TRS w...
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There is nothing to "resolve." You enter the W-2 exactly as it appears. Teachers in IL pay into Teachers Retirement System instead of paying in to Social Security. The information about TRS will be in box 12 of her W-2. You just enter the W-2 exactly as it is.
There are three states which have varying degrees of participation in SS for teachers, depending on school districts—GA, KY, and RI.
Why Does Social Security Leave Out Teachers in These 15 States?
Some state government employees, including teachers, don't pay Social Security payroll taxes and aren't entitled to retirement benefits from Social Security. The history of this practice dates all the way back to Social Security's formation, when the law was intended to cover only private employees. At the time, it wasn't clear whether the federal government could force states to pay payroll taxes. Only in the 1950s did the rules change, allowing states to have the ability to join Social Security.
The majority of states elected to enroll their government workers in Social Security. At that point, those workers started paying payroll taxes, and they earned their retirement benefits in the same way as any other worker.
However, not every state participated. Now teachers in 12 states -- Alaska, California, Colorado, Connecticut, Illinois, Louisiana, Maine, Massachusetts, Missouri, Nevada, Ohio, and Texas -- don't have coverage arrangements with Social Security. In addition, three other states -- Georgia, Kentucky, and Rhode Island -- have varying degrees of coverage that differ by school district.