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I received a 1099-DIV for capital gains on an investment fund. When filing a 1099-DIV I am asked for the numbers on line 1a Total Ordinary Dividends and 1b Qualified Dividends. The 1099-DIV I receive... See more...
I received a 1099-DIV for capital gains on an investment fund. When filing a 1099-DIV I am asked for the numbers on line 1a Total Ordinary Dividends and 1b Qualified Dividends. The 1099-DIV I received does not have either of these line numbers or descriptions. The only info on the 1099-DIV I received is 2a Total Capital Gain Distr and 2b Unrecap Sec 1250 gain.   What am I missing here? Thanks
To clarify: are you asking about creating Form 1099s for employees or contractors who worked for you?   If so, you can use the Intuit Quick Employer Forms to create these forms.   Note that F... See more...
To clarify: are you asking about creating Form 1099s for employees or contractors who worked for you?   If so, you can use the Intuit Quick Employer Forms to create these forms.   Note that Forms 1099-NEC and 1099-MISC were due to recipients by February 2, 2026.   Here is a TurboTax article with instructions on creating W2 and 1099 forms for employees and contractors.
Hi. Is there any update to this? I contacted the help desk and they do not seem to know that this issue is outstanding. Any anticipated date for a fix? Thanks!
@tblong Thank you, thank you, thank you!!! I was skeptical at first... but your step by step instructions for this workaround for the online version was the only way I could get it to work! Mine was ... See more...
@tblong Thank you, thank you, thank you!!! I was skeptical at first... but your step by step instructions for this workaround for the online version was the only way I could get it to work! Mine was accepted in less than an hour after re-submitting it. Nothing that the "Turbo Tax Experts" offered worked at all. All they did was waste my time (countless hours) and cause me undue stress! I will be looking to replace TurboTax and all other Intuit products I am using with something else for 2026. They made a whole lot of money off me in the past years, so it is their loss. I urge others to follow suit. Also super angry that they charged me so much money for filing the return this year and it was a huge hassle. Previously I got to file for free along with my monthly paid subscription to other Intuit products, but they caught me by surprise this year. Over $200 is ridiculous when I'm already spending over $500 a year with their other products and it was previously included as part of the package. 
To correct the Box 5 error when inputting your OPM Form 1099-R, it will be best to delete it and re-enter.   Since you are using the Desktop version, click on the Form 1099-R, then select Delete ... See more...
To correct the Box 5 error when inputting your OPM Form 1099-R, it will be best to delete it and re-enter.   Since you are using the Desktop version, click on the Form 1099-R, then select Delete Form at the bottom left of the screen.   Next, click on Step-by-Step to return to the Wages & Income section Select IRA, 401(k), Pension Plan Withdrawals (1099-R) Select + Add another 1099-R and re-enter the 1099-R information manually, avoiding the import option Ensure you select the Office of Personnel Management (CSA 1099-R) option when asked, "Who gave you a 1099-R?"
It looks like you have the Online version of TurboTax. This software only allows one tax return per session.   To open a new return.  Go to the TurboTax Website.  Create an Intuit Account ... See more...
It looks like you have the Online version of TurboTax. This software only allows one tax return per session.   To open a new return.  Go to the TurboTax Website.  Create an Intuit Account Go to the Intuit Website page. Select Create an account. Enter your email address and phone number. Create a password. When you're ready, select Create account The CD/Desktop version can do up to 5 tax returns.
I'm having the same issue. Please help because it says the "People wks" for these children is not complete but there's nothing I can update to correct the error. I've looked in the "Dependent wks" an... See more...
I'm having the same issue. Please help because it says the "People wks" for these children is not complete but there's nothing I can update to correct the error. I've looked in the "Dependent wks" and toggled the "Is this person a Full Time student" but that doesn't fix the error either. As the poster mentioned, this error is preventing me from e-filing! Please provide guidance.  Thanks
I have closed my business for at least 5 years now. I keep getting a Form 8995 net loss carryover. I have tried many times to delet the form, and it will not let me. I have read all post but still do... See more...
I have closed my business for at least 5 years now. I keep getting a Form 8995 net loss carryover. I have tried many times to delet the form, and it will not let me. I have read all post but still don't know the answer. I went through the interview, and nothing. I have a feeling it was carried over from TurboTax 20224 and 2023. How do I get rid of this?
Filed my taxes and chose the get refund 5 days early with direct deposit option, I’m wondering if it’s possible to cancel that option and get it normal?
If the shareholder left the S-Corp as of 12/31/25, they were shareholders for the entire tax year. Schedule K-1 for tax year 2025 should be marked final, but the ownership percentages will not change... See more...
If the shareholder left the S-Corp as of 12/31/25, they were shareholders for the entire tax year. Schedule K-1 for tax year 2025 should be marked final, but the ownership percentages will not change. To allow TurboTax to report this correctly, enter "12/30" as the date of the ownership change; percentages should be the same for both periods. This is a program limitation that will not be reported to the IRS.   Per IRS Instructions for Form 1120S Schedule K-1, Shareholder’s Pro Rata Share Items: "Shareholders who dispose of stock are treated as shareholders for the day of their disposition."   @dannyjones   
Can someone please tell me why on my 1099R summary form from my 1040 Federal, why on line 26A (Pension and annuities, taxable) is populated with the amount of my total distribution, when the amount o... See more...
Can someone please tell me why on my 1099R summary form from my 1040 Federal, why on line 26A (Pension and annuities, taxable) is populated with the amount of my total distribution, when the amount off my 1099R for box 2a is ZERO? This was a distribution and direct rollover to a Traditional IRA.  On the next line the money is subtracted out, so it's a wash.  Does it matter, or do I have to change anything? Thanks.
If a decendant ahs a 1099 why is there a scheduale c?
If TurboTax won't take your card,  Make sure the billing address perfectly matches. Check for card expiration Clear browser cache/cookies Alternative solutions include paying via Apple ... See more...
If TurboTax won't take your card,  Make sure the billing address perfectly matches. Check for card expiration Clear browser cache/cookies Alternative solutions include paying via Apple Pay,  Using a different card,  Switching to bank transfer, or  Contact TurboTax support.
I have paid and gone as far as choosing to do fast deposit. It wont ask me for bank info and it just says continue. It wont let me go to file I didn't know if it would take my info for deposit in the... See more...
I have paid and gone as far as choosing to do fast deposit. It wont ask me for bank info and it just says continue. It wont let me go to file I didn't know if it would take my info for deposit in the sign and file section
TurboTax may prompt for payment when amending if you need to upgrade products, if the change is for something that was not part of the original return you purchased.   Also, the amend option appe... See more...
TurboTax may prompt for payment when amending if you need to upgrade products, if the change is for something that was not part of the original return you purchased.   Also, the amend option appears only when you start the process from Tax Home for that year; otherwise, you may be routed to an upgrade/checkout path. In which case you should exit and re-enter by logging in, go to Tax Home, scroll down to your tax returns & documents, select the year you want to amend. Then select the Amend (change) return drop-down.   If you still experience issues, Contact Us
To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I ... See more...
To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
if it's taxable income, it needs to be reported even if less than $600, though not necessarily through a 1099-misc. The IRS will be looking for this. Whether a schedule other than E can be used is un... See more...
if it's taxable income, it needs to be reported even if less than $600, though not necessarily through a 1099-misc. The IRS will be looking for this. Whether a schedule other than E can be used is unknown. 
You can enter either one first, it does not matter since they are entered in different sections of Retirement Plans and Social Security -   To enter, edit or delete a form 1099-R - Click on Fed... See more...
You can enter either one first, it does not matter since they are entered in different sections of Retirement Plans and Social Security -   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
@user17729963399  Once you've gone to Forms and opened the 1099-INT worksheet, the form should have a section called "Ownership" where you can select a checkbox for Taxpayer, Spouse, or Joint.