All Posts

Can you use this same example if box 5 is around $800 less than box 1 or only if box 5 is greater than box 1? Also, in your example why would you not put down anything for box 1 on the student's tax return?

Can you use this same example if box 5 is around $800 less than box 1 or only if box 5 is greater than box 1? Also, in your example why would you not put down anything for box 1 on the student's tax return?

Thank you!  Very well stated and easy to accomplish.  Too bad its not easy to find the correct answer from within Turbo Tax Premier.  The digital assistant is very limited and doesn't work well when searching for an answer.

It shows you are in Deluxe?  To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 Or try the IRS Free File program https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

I'm on desktop premier and this didn't work for me exactly but it got me on the right path. I wrote down the set of steps that worked for me below:   1. Open submitted tax return (your refunds should be at 0) 2. On the home screen there are several options. At the bottom, select “Amend a return that was already submitted to the IRS” 3. Scroll down to wages and income and select edit 4. Select choose what I work on 5. Select Interest and Dividends, and click Visit all 6. On the left hand side you have and window titled “Flags” and in the window it says 1099-B. Click the 1099-B. 7. Click Open form up top 8. Search for 1099-B and click Open 9. On the next screen it allows you to input a broker “Enter name of Broker” 10. Turbotax can get glitchy here. My turbo tax is broken and only allows a single letter to be entered (can be updated later). Do that or the full name if it allows and click “Create”.  11. Now it takes you to the actual tax form. For ease of use I reverted to easy step at the top. 12. Navigate to the appropriate entry and click edit 13. Add data 14. If the wrong BOX is selected (e.g. BOX C instead of BOX B) and there’s no way to fix it in the Easy Step mode, you need to go to the Forms modes and click on the Capital Asset Sales worksheet which has all the entries for your 1099-B. 15. Manually click on the box within each sale and it shows you the box options where you can switch the box type (e.g. from C to B).

I recently upgraded from TurboTax Deluxe to Premier within the desktop program. I was under the impression that Premier includes one free state return, but I’m still being prompted to pay $45 for the New York state return. Could you please clarify whether this is expected for the desktop version, even after upgrading? If so, is there any way to have the state return included without additional charge?

Are you using the Online version?  Are you logging into the same account?  How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/