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Karis_F · ‎March 19, 2026

The TurboTax free option is for members of the military who are active duty or reservists with an enlisted rank (E-1 through E-9) and a W2 from DFAS. There is a question in the My Info section ...

The TurboTax free option is for members of the military who are active duty or reservists with an enlisted rank (E-1 through E-9) and a W2 from DFAS. There is a question in the My Info section in TurboTax Online that asks What was your highest military pay grade in 2025? This would be your most recent rank in 2025, not the one at the end of the year. Checking the box for I left the military in 2025 does not negate meeting the requirement for the free version of TurboTax for members of the military. Here is a TurboTax article on filing a miliary tax return that may be helpful.

MinhT1 · ‎March 19, 2026

If you withdrew your 2025 excess contribution to your Roth IRA before the due date of the 2025 tax return (April 15, 2026), make sure that you also withdraw the related earnings. On your 2025 t...

If you withdrew your 2025 excess contribution to your Roth IRA before the due date of the 2025 tax return (April 15, 2026), make sure that you also withdraw the related earnings. On your 2025 tax return, you do not report the excess contribution as it has been withdrawn. The earnings have to reported and taxed in 2025. And federal tax withholding if any has to be reported in 2025. For this, you would create a 2026 form 1099-R with the total distribution (excess plus earnings) in box 1, the earnings in box 2a and code PJ in box 7. Federal tax withholding on the earnings is entered in box 4. You then enter this 1099-R on your 2025 tax return, and the earnings will be taxed. When entering this form 1099-R, make sure to indicate that the year on the form is 2026, as this is a replica of the form you will receive for year 2026 in 2027. When you receive the 2026 form 1099-R with code PJ in box 7 (in 2027) for this withdrawal, there is no further action needed.

RogerD1 · ‎March 19, 2026

These worksheets are used internally by the TurboTax program and are not sent to the IRS when you e-file the return. I noticed in my personal return on TurboTax that there was also a 16 page Smart W...

These worksheets are used internally by the TurboTax program and are not sent to the IRS when you e-file the return. I noticed in my personal return on TurboTax that there was also a 16 page Smart Worksheets form. Smart worksheets are used internally by TurboTax to make some calculations on some forms in the return and most of them were blank on my return - all pages were included because some parts of document had entries. It's possible that some of those blank worksheets may offload and be deleted by the program once your return is finalized - but it's not a bug and is not cause for concern.

baldietax · ‎March 19, 2026

If you input summary entries with adjustments (wash sales, accrued market discount etc) or non-covered categories without the sales details, you will be required to send those details to the IRS usin...

If you input summary entries with adjustments (wash sales, accrued market discount etc) or non-covered categories without the sales details, you will be required to send those details to the IRS using Form 8453. The 1099B statement is usually sent as the substitute for Form 8949 with those details. The 8949 that is e-filed in your return may only contain the summary level adjustments so is not sufficient, and may have a "see attached statement" in the description. If you've not yet filed and don't have many of these adjustments you can remove the mailing requirement if you split the 1099B and input those items using "One by One" which will put the sales details on your e-filed Form 8949, and enter the balance of your 1099B at summary level without adjustments, and then check the totals on Schedule D. If using TT Online you can also upload the 1099B PDF as an attachment (not imported data into forms) to satisfy the snail mail requirement. If your situation doesn't fit the above please clarify. See https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L0ygGdIiE_US_en_US https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individual-income-tax-irs-e/L5gK5lbax_US_en_US

VolvoGirl · ‎March 19, 2026

YES it's on Turbo Tax. It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized...

YES it's on Turbo Tax. It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return  For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….

maglib · ‎March 19, 2026

@lynn-dalbec https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/file-m1pr-minnesota-property-tax-refund-turbotax/L4gntwKHw_US_en_US

eos777 · ‎March 19, 2026

The following instructions have been posted on how to enter correctly the amount for the NYS Inflation refund check. @MaryK4 STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) ...

The following instructions have been posted on how to enter correctly the amount for the NYS Inflation refund check. @MaryK4 STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax. Go to Federal. Go to Wages & Income. Scroll to State and Local Tax Refunds (1099-G) and click Start or Edit. When asked about the refund you received in 2025, enter: Tax return year: 2023 Payments and withholding: 0 Refund amount: enter full amount for MFJ or ONLY YOUR SHARE if half of the total amount on the 1099-G Continue. You will see the question: “Does either apply to your 2023 New York return?” Even though you took the standard deduction, select: NO (Select NO because the NY inflation refund is not a normal tax refund, and choosing NO forces TurboTax to include it in federal income while subtracting it from New York tax, which is exactly what NY requires.) TurboTax will then ask: “Tell us the taxable amount of your refund” Enter the SAME AMOUNT you entered in step 5 For federal confirmation, open your 1040- Look at Line 8z (Other income)-You should see your half (or all) of the refund included there. If Schedule 1 line 8z includes it AND IT-201 line 25 subtracts it, everything is correct. https://ttlc.intuit.com/community/taxes/discussion/re-nys-inflation-refund-checks-to-irs/01/3807696#M1416283 I have followed the instructions above to the letter. I am running into the same error as everyone else above when running the smart check. I have tried the various solutions suggested here https://ttlc.intuit.com/community/taxes/discussion/nys-inflation-refund-checks-to-irs/00/3807645 and none of them are working. I still get the following message regardless of whether I enter 0, the value from my State 2023 tax return on line 76 or change it to blank on the State and Local Income Tax Refund Worksheet. When I clear any entry to blank after running smart check I get the following message I am posting this as a new thread because the previous thread seems to be buried when I search for it and I think it is marked as solved. Can you please advise on how to proceed. Thank you.

MinhT1 · ‎March 19, 2026

Please clarify. Do you have long term capital gains? How much?

mikebooth1978 · ‎March 19, 2026

Can I go back and finish my federal taxes while I’m on this sight.

LONGDL497 · ‎March 19, 2026

company on 1099 is EAP operating LLC.

lcbusch1 · ‎March 19, 2026

This does not seem to be covered by Turbo Tax. Anyone find this?

VolvoGirl · ‎March 19, 2026

@user17739350418 What can't you find? You are on the right section. Estimates are entered under Federal Estimated Taxes for 2025, first item listed at top - click Start How did you report i...

@user17739350418 What can't you find? You are on the right section. Estimates are entered under Federal Estimated Taxes for 2025, first item listed at top - click Start How did you report it if you didn't use that screen? Did you enter using the Forms mode? Estimates will be on your 1040 line 26. Or what payments are you talking about?

durable1 · ‎March 19, 2026

I started in Edge, could not access Wells Fargo Advisers, read help advice, downloaded Firefox, opened Turbotax with my account logins, but it will not go to my return. Help!

gabaseballmom · ‎March 19, 2026

excess contribution was made in 2025 and removed in 2026 prior to tax filing. i am using code P and J but do i report the federal withholding on my 2025 tax forms or do i wait until 2026?

DaveF1006 · ‎March 19, 2026

Convert your CSV into a TXF file. TurboTax Desktop can import TXF files, even though it cannot currently import Coinbase CSVs. You can convert these files with tools such as: CoinTracker (...

Convert your CSV into a TXF file. TurboTax Desktop can import TXF files, even though it cannot currently import Coinbase CSVs. You can convert these files with tools such as: CoinTracker (Coinbase’s recommended partner) Koinly CoinLedger TokenTax This is the recommended procedure.

Vanessa A · ‎March 19, 2026

Which state? Why are you trying to change them?

AmyC · ‎March 19, 2026

Job vs business: (common to have both in your situation) If you have w2 income, it is a job. If Medicare and Social Security taxes were not withheld, they need to be paid. Select 1 Since you ...

Job vs business: (common to have both in your situation) If you have w2 income, it is a job. If Medicare and Social Security taxes were not withheld, they need to be paid. Select 1 Since you have side jobs not on a w-2, there is also a business. You must add a Sch C business. Use your own name and address. Business description, preaching/ ministry/ whatever suits, continue Select, I started in 2025, enter date of first time doing these extra preaching, continue Pay employees? select no EIN, you probably haven't applied for one, select yes or no, continue Enter business code, cash method, no 1099 to issue Summary of what you entered shows, continue Select Business Income, start Select business income not reported on other forms or general income enter cash/ checks and amount, continue keep going and enter any expenses associated with this work. References: Topic no. 417, Earnings for clergy | Internal Revenue Service Tax information for businesses As for the various states, each has a different filing threshold. There are a few states where earning $1 as a nonresident triggers a tax return. If money was earned in Arkansas, Delaware, Kansas, Kentucky, Maryland, Michigan, Nebraska or Vermont, verify if you need to file. As the amounts get larger, the required filing goes up. These are the states to check for earnings from $1-$999 as a nonresident.

TK2005 · ‎March 19, 2026

A person resides in Philadelphia but works as a truck driver and earns income outside of the city. He is on the road most of the time and may not be in Philadelphia for several weeks. He receives For...

A person resides in Philadelphia but works as a truck driver and earns income outside of the city. He is on the road most of the time and may not be in Philadelphia for several weeks. He receives Form 1099-NEC, which is reported on Schedule C as business income. I understand that income must be allocated on BIRT between Philadelphia and outside of Philadelphia, but how does this apply to the Philadelphia Net Profits Tax (NPT)? Should the net income also be allocated for NPT purposes? Please help

ramynashed0 · ‎March 19, 2026

I couldn't find it there

wolfprima · ‎March 19, 2026

Don't understand why when G/L data entered system said 8949 had to be snail mailed. Yet form included in the e-file pdf.

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Re: Do you have to be active duty military the whole year to get Turbo Tax for free?

Re: how do i handle excess roth contribution when brokerage firm withheld federal taxes but wont ...

Re: Two blank worksheets being inserted into the Forms View this year. Bug?

Re: Beginner Deluxe DESKTOP. Confused about form 8949. Included in pdf of SUBMITTED e-file. If 8949 in the SUBMITTED pdf, do I still need to submit snail mail paper copy?

Re: is there a new $6,000 additional federal tax deduction for seniors aged 65 and older, passed under the "One Big Beautiful Bill Act".

Re: It's telling me that I still have forms to file, which is my MN property tax refund form, but it won't bring it up, why?

Followed instructions for NYS Inflation refund checks to IRS- Getting errors in TurboTax

Re: tax incorrectly computed as zero on 43k for single filer

How do I go back and finish my federal tax ?

How do I report an interest payment on mineral rights on a 1099?

is there a new $6,000 additional federal tax deduction for seniors aged 65 and older, passed under the "One Big Beautiful Bill Act".

Re: does my return have a section to claim estimated tax payments that I paid in 2025?

How do I return to a started tax return using a different browser?

how do i handle excess roth contribution when brokerage firm withheld federal taxes but wont get 1099r until next year

Re: Anyone able to import Coinbase .CSV into Turbotax Premier?

Re: How do I change my Social Security Benefits on the state form?

Re: Seminarian with paid preaching opportunities

BIRT AND NPT

Re: I'm claiming Investment Energy Credit and my system is producing less than 1 megawatt AC powe...

Beginner Deluxe DESKTOP. Confused about form 8949. Included in pdf of SUBMITTED e-file. If 8949 in the SUBMITTED pdf, do I still need to submit snail mail paper copy?

Do you have a TurboTax Online account?

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