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February 28, 2026
1:27 PM
It will also help expedite things if you include a note that states another taxpayer claimed the child, The reason they don't have the right to, their ss#, form 8832 I think that is the form showing ...
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It will also help expedite things if you include a note that states another taxpayer claimed the child, The reason they don't have the right to, their ss#, form 8832 I think that is the form showing you have the right to claim them, and also the legal statement, if you have one such as a divorce decree or custody disposition proving your statement. It is likely they won't even have to contact you if you include the proof.
February 28, 2026
1:27 PM
5 Cheers
I just switched everything over to FreeTaxUSA, and it worked surprisingly well, even my K-1 and other investments. FTU doesn’t reconcile every single sale, it just allows you to attach an 8949 (mine...
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I just switched everything over to FreeTaxUSA, and it worked surprisingly well, even my K-1 and other investments. FTU doesn’t reconcile every single sale, it just allows you to attach an 8949 (mine is from Koinly) and be done with it. TurboTax, for some reason, makes you mail this in if you can’t get everything imported (due to their lack of features). I’ll be calling Monday to get a refund on TT Home and Business and I won’t be back with them. Smooth move, Intuit. I really need to know what dim bulb in their management chain (you know he or she exists) decided supporting crypto wasn’t important. I would love to talk to that person and understand why they don’t have the impostor syndrome they deserve.
February 28, 2026
1:27 PM
If you have inadvertently started a Canadian Pension form, you can delete it. Here are the directions for Online and Desktop versions:
If you are using:
Online: see How do I view and dele...
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If you have inadvertently started a Canadian Pension form, you can delete it. Here are the directions for Online and Desktop versions:
If you are using:
Online: see How do I view and delete forms in TTO?
Desktop: If you are working in the cd/download TurboTax program:
On the top right, there is a FORMS button.
Click on FORMS.
Locate the form you want to delete.
Click on the form name.
Below the form, bottom left, select DELETE FORM button.
February 28, 2026
1:27 PM
4 Cheers
Absolute joke that we still have zero official update on this. I have used Turbo Tax for many years but am switching now. This delay until after Feb 28th (when prices increase) seems intentional so a...
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Absolute joke that we still have zero official update on this. I have used Turbo Tax for many years but am switching now. This delay until after Feb 28th (when prices increase) seems intentional so as many people as possible end up paying more to use it. Shame on Intuit. They have had plenty of time to implement everything needed for the new crypto tax requirements but have chose to ignore it until it is too late.
February 28, 2026
1:26 PM
In the rental section, did you go into the Asset/Depreciation section? That is where it is entered.
February 28, 2026
1:25 PM
"Tell us about your IRAs" is under federal Deductions & Credits in TurboTax.
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February 28, 2026
1:25 PM
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February 28, 2026
1:24 PM
If you did not take your RMD and would like to request a waiver via Form 5329 in TurboTax, do the following:
Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pen...
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If you did not take your RMD and would like to request a waiver via Form 5329 in TurboTax, do the following:
Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income
Click on the pencil to the right of the 1099-R
Click Continue through the entries you've made, Continue, answering through next screens
When you reach, "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your RMD that was due by December 31, 2025 (but did not take), Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?"
Select "None of this distribution applied...", Continue
Next, you will be asked, "Did you take out the remaining $189 during the correction window?", Select, "No, I did not", Continue
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD), Select the pencil
Next, you will see, "Did you miss taking the...RMD...?", Select Yes, Continue
Enter the amount of the RMD (that you should have taken) when you reach, "Tell us the Total RMD...", Continue
Select "No", when asked, "Did you take a corrective distribution...?", Continue
Do you want to request a waiver, select, "Yes", Continue
Next, enter the amount of your RMD for which you are requesting the waiver, Continue
Next, enter an explanation, Continue
February 28, 2026
1:24 PM
4 Cheers
Are you saying that the Desktop version will support Digital Asset Gain Loss PDF files? As far as I understand it, only the on-line version supports the Gain Loss files, which makes the Desktop versi...
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Are you saying that the Desktop version will support Digital Asset Gain Loss PDF files? As far as I understand it, only the on-line version supports the Gain Loss files, which makes the Desktop version useless. TXF format cannot give the information that is required in the Turbotax Cap Asset worksheets.
February 28, 2026
1:24 PM
Yes, the minute you ask for a refund they will close down the webpage. There are no options for billing issue refunds or resolve to the Annual OVER BILLING ISSUE with Turbo Tax. The only difference...
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Yes, the minute you ask for a refund they will close down the webpage. There are no options for billing issue refunds or resolve to the Annual OVER BILLING ISSUE with Turbo Tax. The only difference is this year it is TRIPLE and double billed for one state. That is outrageous and a flaw in the software and not a user problem. This is systemic and not something that Intuit wants the Turbo Tax software techs to fix. This is a breach of contract, breach of trust issue. Simply post the fix to an actual monitored webpage or a telephone number that goes straight to a team at billing that can address, rather than going through sales and getting transferred all over the place to just get the call dropped or in an endless AI cycle of useless remedies. We need one button "REFUND" option for over billing issues. We do not want any other resolve, no BS telling users they double clicked or retelling the story to several different people that do not care or have no clue where to transfer the caller or what to do. There is a simple fix add a "REFUND" button. Double and Triple charging when you advertise one state free is more than a breach of contract it is FRAUD. There is no substitute explanation or excuse for straight up FRAUD.
February 28, 2026
1:24 PM
I am looking at form 5695 line 29g has the cost of my heat pump hot water heater and line 29h says to multiply line 29g by 30% but it is hard coded as zero. Seems like a bug in Turbo Tax. Who do I ...
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I am looking at form 5695 line 29g has the cost of my heat pump hot water heater and line 29h says to multiply line 29g by 30% but it is hard coded as zero. Seems like a bug in Turbo Tax. Who do I contact?
February 28, 2026
1:23 PM
Can you tell me where turbo tax calculated a RMD of $141634
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February 28, 2026
1:22 PM
1 Cheer
Many of us on this forum have reported and posted identical problems with efiling our returns that contain form 5695 entries. My return was also rejected (several times) and I also saw that this was ...
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Many of us on this forum have reported and posted identical problems with efiling our returns that contain form 5695 entries. My return was also rejected (several times) and I also saw that this was attributed to a “processing error” between Turbo Tax and the IRS. Having to wait until March 6 to re-file, especially when a refund is due, just is not doing right by the customer! Apparently this was also a problem last year. So, lessons NOT learned? Ultimately, waiting until March 6 seems like the lesser of two evils. Mailing a paper copy to the IRS and hoping it doesn’t get lost in transit or further delayed upon arrival doesn’t seem like a safe alternative. It would be great to hear directly from Turbo Tax that 1) They are aware of the problem and explaining what the problem is and 2) When they have solved and corrected the problem. TT is quick to send marketing emails. How about sending something constructive like telling us when this problem will be solved? Thanks
February 28, 2026
1:22 PM
4 Cheers
It won't work when you go to the Turbotax Review. The legacy TXF format cannot support "Name of Digital Asset" fields, nor can it support Form 8949 check boxes H & K. Desktop version needs to support...
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It won't work when you go to the Turbotax Review. The legacy TXF format cannot support "Name of Digital Asset" fields, nor can it support Form 8949 check boxes H & K. Desktop version needs to support the PDF gain/loss report like the online version.
February 28, 2026
1:20 PM
As far as paying your estimated tax in April, 2026 for your 2027 tax year, you can choose to do that if you like. You will not be allowed to claim exemption on your W-4 for your employer. See the in...
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As far as paying your estimated tax in April, 2026 for your 2027 tax year, you can choose to do that if you like. You will not be allowed to claim exemption on your W-4 for your employer. See the information below.
You are not 'exempt' from tax so it's unlikely you will be able to exclude total withholding from your paychecks. For your employer 'exempt' means you do not think you will owe any tax at all. IRS Form W-4 and Instructions
Exemption from withholding. You may claim exemption from withholding for 2026 if you meet both of the following conditions: you had no federal income tax liability in 2025 and you expect to have no federal income tax liability in 2026.
Note 2: State - Yes, you are correct. As long as you have enough withheld to cover the prior year, any tax withheld will be considered as paid evenly throughout the tax year.
@lasq90
February 28, 2026
1:20 PM
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the...
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The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
February 28, 2026
1:20 PM
Yes. In order to delete the Earned Income Credit Form 8862 from your return in TurboTax Online:
1. Open your return
2. Click on Tax Tools, then Tools
3. Under Tools Center click Delete a Fo...
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Yes. In order to delete the Earned Income Credit Form 8862 from your return in TurboTax Online:
1. Open your return
2. Click on Tax Tools, then Tools
3. Under Tools Center click Delete a Form
4. Navigate to Form 8862 and select Delete next to it
If that does not work, try this:
1. Go to the search bar (magnifying glass) in the top right corner
2. Enter Earned Income Credit
3. Select Jump to Earned Income Credit
4. Answer No to the questions asking you if you want to claim EIC
See this TurboTax article for more information regarding the Earned Income Credit.
If you are trying to claim the Earned Income Credit after disallowance, the form will need to be completed.
February 28, 2026
1:20 PM
I’m getting charged an additional $35 dollars
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February 28, 2026
1:20 PM
If your spouse used desktop software the returns are stored only on the hard drive of the computer that was used to prepare the returns or on any backup device used like a flash drive. They are not...
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If your spouse used desktop software the returns are stored only on the hard drive of the computer that was used to prepare the returns or on any backup device used like a flash drive. They are not stored online. If you filed joint returns you have a right to copies of those returns---but you might need to get your attorney involved if your spouse is uncooperative.
Or----get transcripts for free from the IRS:
You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
February 28, 2026
1:18 PM
I meet all the requirements per the IRS but TurboTax is not including it in my deductions.
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