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MarilynG1

When you're importing 1099's from your broker, a browser window open when you can Sign In with your broker credentials. The 'Allow' may be needed for a LAN connection to complete the import. If the...

When you're importing 1099's from your broker, a browser window open when you can Sign In with your broker credentials. The 'Allow' may be needed for a LAN connection to complete the import. If the browser window opens with a URL indicating your broker, try clicking the icon in front of the browser, and in the pop-up or 'Settings' choose Allow. Some browsers have updated their security protocols. @alexy0211

DavidD66

Did you make a tax deductible IRA contribution? If so that amount would be a deduction on your federal tax return and be reflected in (reduce) your Adjusted Gross Income (AGI). The starting point f...

Did you make a tax deductible IRA contribution? If so that amount would be a deduction on your federal tax return and be reflected in (reduce) your Adjusted Gross Income (AGI). The starting point for computing Wisconsin individual income tax is the federal adjusted gross income (AGI) from your federal tax return. So, your IRA contribution would already be deducted from your Wisconsin income.

AmyC

Since you are coming in as a VA resident and selected dates and another state, the program should pick up it is part year but you need to double check. I tried it in my program and got the correct PY...

Since you are coming in as a VA resident and selected dates and another state, the program should pick up it is part year but you need to double check. I tried it in my program and got the correct PY return. You always want to check your tax forms before filing. To see your forms: In desktop, switch to Forms Mode. For online, see How do I preview my TurboTax Online return before filing?

user17726417765

What is the best way to get the information from multiple 1099-B document into a desktop Turbotax filing. I have them in both pdf and CSV form on my computer.

MinhT1

You should have received a form 1099-INT for interest income from CDs. In TurboTax Online, you can enter your form 1099-INT by following these steps: Open your tax return Click on Feder...

You should have received a form 1099-INT for interest income from CDs. In TurboTax Online, you can enter your form 1099-INT by following these steps: Open your tax return Click on Federal in the left-hand column, then on Wages & Income Navigate to the list Income categories Locate the section Investment and Savings and click on the arrow on the right Click Start next to Interest on 1099-INT You can import info from your bank or financial institution or choose to Type it in yourself

CatinaT1

Since you say she lived with you and you provided more than half her support, the issue is likely due to the Gross Income Test. According to IRS Publication 501, to claim a parent as a "Qualify...

Since you say she lived with you and you provided more than half her support, the issue is likely due to the Gross Income Test. According to IRS Publication 501, to claim a parent as a "Qualifying Relative," they must meet the Gross Income Test. For 2025, your mother’s Gross Income must be less than $5,200. If she earned even $1 over this amount, the IRS automatically disqualifies her as a dependent, regardless of how much support you provided. Taxable pensions, traditional IRA distributions, interest, dividends, and wages all count as income. Usually Social Security benefits are excluded from this $5,200 calculation unless she has significant other income (like a large pension) that makes a portion of her Social Security taxable.

angela829

Thanks so much for the info. I did follow your instructions and TT corrects the Form 5329 which indicates -0- on line 55. Also, I like to know how to properly report this 1099R in 2026 since the 202...

Thanks so much for the info. I did follow your instructions and TT corrects the Form 5329 which indicates -0- on line 55. Also, I like to know how to properly report this 1099R in 2026 since the 2026 1099R will show the total distributions in one amount: one for 2025 and another for 2026. Appreciate.

vi1975

I am filing online. Until I complete the filing, I dont know how to see all different forms like 8959 and lines etc. I observed the calculation problem, when I started reviewing the tax that I owe. T...

I am filing online. Until I complete the filing, I dont know how to see all different forms like 8959 and lines etc. I observed the calculation problem, when I started reviewing the tax that I owe. Then with my reading at Topic no. 751, Social Security and Medicare withholding rates | Internal Revenue Service, it gave me input on how employer is calculating. My employer is following what IRS mandated and reported in W2, as it was expected to calculate without considering filing status (in my case, Married filing jointly). This is where I am expecting TurboTax to handle the filing calculations by considering the threshold mentioned here, Questions and answers for the Additional Medicare Tax | Internal Revenue Service. I see that TurboTax premier online version is increasing my Medicare tax by whooping 18%. This is wrong. So, I want to know how to get this corrected in online version.

Michaunep

zenmster

According to the SS Office last Fri, his SSBs are reduced $1 for every $3 he makes - and according to the SSN office a withdrawal from his IRA = income. Again, according to the SS Office, his benef...

According to the SS Office last Fri, his SSBs are reduced $1 for every $3 he makes - and according to the SSN office a withdrawal from his IRA = income. Again, according to the SS Office, his benefits are reduced as soon as he makes over $23,400. He withdrew way more than that to the point, he was told he has to pay back all the SSBs he received in 2025. Is that wrong information we were provided? 😮

schneidertiffany92

ShadSacramentoJr

My returns were rejected for missing 1095-A info. I do not have a 1095-A but I do have a 1095-B. How do I remove the requirement for the 1095-A?

RogerD1

Your original return showed that your refund was $2,346. Once you amended the return, your actual refund was determined to be $607 and not $2,346. Because you received more refund than you should h...

Your original return showed that your refund was $2,346. Once you amended the return, your actual refund was determined to be $607 and not $2,346. Because you received more refund than you should have, you will need to pay back the difference between these two amounts which is $1,739 ($2,346-$607), which is the amount that is shown on line 20 of the amended return. From what I can see of the amended return, it appears to be correct as is and you will need to pay the IRS back the $1,739 of excess refund that you already received.

SRDDinsights

I am an 20+ year subscriber and I buy the desktop Pro edition. Recently (last month) we bought 2 computers to replace our old computers. But when I transferred the programs to the new computers we ge...

I am an 20+ year subscriber and I buy the desktop Pro edition. Recently (last month) we bought 2 computers to replace our old computers. But when I transferred the programs to the new computers we get the message that 3/3 activations exist. The first time I got advice that said that when I uninstall the programs that deals with the activation issue (it doesn't) I've called twice -- once for the 2025 Turbo Tax program that I bought in December -- the solution was for me to buy another program and Intuit would credit me (which they have). I got frustrated and purchased $100 for the 2024 program -- However, I am really upset over this as I have programs that go back years and years. I called in again, I was asked if I had the program codes for the various years -- which I do. I was sent a link to download previous year's programs. Which I did, but when I typed in the activation code I was given the message that 3/3 activations exist. This situation is simply nuts. I want to be able to use 2023, 2022, 2021, 2019, 2018, and 2017 programs AND I believe that I shouldn't have to buy the programs again. How do we fix this?

JohnB5677

This is a known issue. It's planned to be resolved in early March 2026. If in the Desktop version of TurboTax, be sure to install all updates.

TurboTaxAniqua

The Saskatchewan Graduate Retention Program (GRP) is one of the most important credits for Saskatchewan residents, and a $2,000 increase in your refund typically corresponds to the maximum annual cla...

The Saskatchewan Graduate Retention Program (GRP) is one of the most important credits for Saskatchewan residents, and a $2,000 increase in your refund typically corresponds to the maximum annual claim for a four-year degree (10% of $20,000). If you don't see the increase, it's usually due to a missing Eligibility Certificate or a specific "trigger" in TurboTax. 1. The Missing Document: Your GRP Certificate You cannot claim this credit using only your T2202 tuition slip. You must have an official Graduate Retention Program Eligibility Certificate issued by the Saskatchewan Ministry of Advanced Education. Most SK schools apply for you, but you must download the certificate from the Saskatchewan Advanced Education Student Portal. Even with the certificate, the software frequently "hides" the credit if not completed correctly. If this is your first time claiming it, please enter the information from your certificate (graduation year and degree type). Thank you for choosing TurboTax.

jpkellogg

ThomasM125

You may have checked the box that says Property Owned by an Individual Tax Credit (PTC) on the screen that says Property Tax or Nebraska Credits?, in the Nebraska state section of TurboTax. If so, yo...

You may have checked the box that says Property Owned by an Individual Tax Credit (PTC) on the screen that says Property Tax or Nebraska Credits?, in the Nebraska state section of TurboTax. If so, you can edit your Nebraska state entries and look for a screen that says Property Tax Credits - Individuals Summary. On that screen you will see the PTC entry you made and there will be an option to delete it. Also, you can try this procedure to delete the Form: 1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links 4. Find the Form PTC in the list and delete it

MarilynG1

No, only enter your 1099-K as a Sale of a Collectible as directed. You can enter a total amount; you don't have to enter each transaction individually, since they are all the same type of item. Sin...

No, only enter your 1099-K as a Sale of a Collectible as directed. You can enter a total amount; you don't have to enter each transaction individually, since they are all the same type of item. Since collectibles are considered 'investments', they are entered in the Sale of Investments section. A 1099-S can be entered here too, but is not required for reporting different types of investment sales, such as yours. Be sure to choose 'Collectible' from the dropdown list for 'type of investment.' A 1099-K can be issued for a variety of reasons, so they may be reported in different areas of a tax return, depending on the type of income. Here's more info on Capital Gains. @user17723180770

rrsawb_24026

Turbo Tax keeps saying that "I indicated earlier that I have farming income activity" for a partnership and it is looking for me to enter farming income in the farming section. I never input or indi...

Turbo Tax keeps saying that "I indicated earlier that I have farming income activity" for a partnership and it is looking for me to enter farming income in the farming section. I never input or indicated that I have farming income for this company. How do I remove this glitch from the program?

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Re: I am unable to download forms from brokerage. TT keeps asking to verify my password which I h...

Re: How do I make my ira contributions show as deductible on WI Sch M?

Re: I have always been a virginia resident in 2025 but my spouse is a part-year resident. How can...

1099-B documents, how to upload information

Re: how do I enter interest made from my cd's

Re: Why was i not able to use Irma Smith as my dependent she is my mom who lived with me for more...

Re: 2025 RMD

Re: Incorrect Medicare Tax calculation for 'married filing jointly'

I'm being asked for information on form 2210 from 2024 taxes and I don't have this form. What do I do now?

Re: How to Capture Paying Back All of My Father's Social Security Benefits for Tax Year 2025

i need my original tax return before i tried to amend it

How do I remove 1095-A from my return?

Re: Amending return. shows i know owe. The offset from the wrong info OG return (2346) to what I ...

Fatal flaw when transferring previous years programs

Re: Turbotax does not check box on 1040sr for living more than 50% in US

Re: Graduate retention program: Am I missing documentation? I should be expecting a $2000 refund ...

how do i change my response to holding a Foreign Financial interest from No to Yes.

Re: How do I delete a form from Turbotax Business State?

Re: Collectible sale not showing as Collectible

Turbo Tax Desktop Business 2025 Farm Income Glitch

Do you have a TurboTax Online account?

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