All Posts

Yes, you can setup an installement plan. Refer to the TurboTax Help article Can I set up a payment plan for my taxes? for more information.   The monthly minimum payment for an installment plan is your balance due divided by 72. Refer to the TurboTax article What is the Minimum Monthly Payment for an IRS Installment Plan? for additional information.      

 There may have been a couple of reasons why 8938 was reported in the return..    You have accidently indicated you had foreign assets to report when the interview question initially appeared. You may had 1099 INT or 1099 DIV forms where the FATCA box was checked.

I have the same situation. I completed my taxes 2 months ago but waited to efile since I owed. Now that I completed them, I was surprised to see that I have to mail them because of some tax situation (which wasnt specified what that was). Ive never had this happen before and I have the simplest taxes. The only thing that I did differently this year was purchase the cheaper option. So, I guess that's what happens when you try to only pay for what you need. I'll be using another service next year.

Here in the Community, we do not have access to case information.  However, a representative on the phone or live chat can assist with this information.  Access either through the "Live Help" button inside of TurboTax.

no worries - so it depends how you input the 3 wash sales - if they were put in as sales summary also and the Form 8949 doesn't have the details (description, dates etc), then I don't think that's sufficient as that went electronically already, and you should send the 1099B for those items instead.  (and if the Form 8949 does have these details... then I'm not sure what's triggering the need for Form 8453... maybe some other issue).

If you are claiming him as a dependent on your return, then you would not need to share the percentage.  Your percentage would be 100%.  So if you marked that I shared this policy, you can take that checkmark out of the box.  

In TurboTax Premium Online, follow these steps:   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click the down arrow to the right of Investments and Savings. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). Click the down arrow to the right. Select the Delete trashcan to remove.

The answer doesn't solve the problem, which I am also having with my 2024 form.    I will fix the problem this year, so I wont have to fill out the form at all next year, but that doesnt help me now.   I cannot file my return because of this error, and cannot answer the question.   I am on Medicare now and dont have a HDHP, but had a excess contribution 3 years ago.   I check "none" and it keeps coming back as a mistake.