All Posts

For non-covered securities ( BOX B or E) showing zero (wrong) basis, enter the correct basis yourself. Use code "B" and put -0- in col (g). For Box A or D, leave basis as reported, use Code "B" and put an adjustment in col(g). If the basis is not reported to IRS, there's nothing to adjust. - If you check the box indicating you have other boxes on your 1099-B to enter, TurboTax will do it this way.   @Juliaxyw 

@gframe15 wrote: How can I get a previous tax return? This answer assumes your past return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started or finished a 2024 online return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

@DougfromHouston wrote: I received the rejection email with the following     IND-183-01 - The Spouse did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.   I pulled down the six digit number from the IRS website for my spouse.  I went to "Other Tax Situations" and clicked to Update the "Identity Protection Pin" and immediately received the following error message:   "Hmmm, looks like we hit a snag.    We recommend you revisit the last topic you were working on to make sure all your info's correct".   The first time I had gone into the update page for "Identity Protection Pin" it led me to the five digit number which is different.  As such, I exited out and then went to the IRS to get the six digit number and when I went back it gave me the above error.   My problem is I wasn't working on anything.  Immediately after the  This is a known issue that has developed in the last few hours in the desktop software and has been happening to several people who try to enter or correct the IP PIN.   Here's a workaround:   If you are using desktop software, you can also enter the 6-digit IP PIN in Forms Mode on the Federal Information Worksheet, Part VII. Go to Forms Mode, and in the left column forms list choose "Info Wks". That should be the Federal Information Worksheet. Scroll down to Part VII, and the IP PIN should be the first item in that part of the worksheet.  If it's a Spouse IP PIN, be sure you use the Spouse line. Please report back if that worked for you.

I received the rejection email with the following     IND-183-01 - The Spouse did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.   I pulled down the six digit number from the IRS website for my spouse.  I went to "Other Tax Situations" and clicked to Update the "Identity Protection Pin" and immediately received the following error message:   "Hmmm, looks like we hit a snag.    We recommend you revisit the last topic you were working on to make sure all your info's correct".   The first time I had gone into the update page for "Identity Protection Pin" it led me to the five digit number which is different.  As such, I exited out and then went to the IRS to get the six digit number and when I went back it gave me the above error.     My problem is I wasn't working on anything.  Immediately after the               

Strange. After 18 years of using TT, the only time I had to sign in was when I was doing my taxes online thru TT the first few years I used TT. I had to stop using online TT do to the numerous errors TT had in their program that almost cost me tens of thousands of dollars; thankfully I understand taxes better than whoever programmed those mistakes and caught the errors. Obviously if some people are having trouble after update it isn't an issue with my computer, and when I was told that in the past it never was my computer that was the problem, but rather TT errors. Do you have any idea what your programmers are doing or did to cause this problem? I think not; you never talk to them or coordinate with them correct? That is what I have been told in the past. It is likely they are doing something now to prepare for 2025 taxes and it is already screwing thing up... 

@ cp246 wrote: Won't know for certain until the IRS accepts the return, but this appears to have worked. I had previously attempted to add it directly in forms mode, but was not on the right worksheet. 1040 wouldn't accept the change directly. Thanks for the help!!! I'm glad that method has worked for you (at least so far).   Good luck! Yeah, you can't enter it directly on the Form 1040.  You have to do it on that Federal Information Worksheet, Part VII, then it flows from that worksheet to the Form 1040.   I've seen several users with this issue this afternoon/evening, so I've asked it be reported to Moderators so they can report it to developers.

@ abebrown wrote: I wish this worked on Premier version for 2024. It doesn't "Hmm, looks like we hit a snag" That's an issue that has developed tonight. Several users are having that issue with the IP PIN section tonight.   If you are using desktop software, you can also enter the 6-digit IP PIN in Forms Mode on the Federal Information Worksheet, Part VII. Go to Forms Mode, and in the left column forms list choose "Info Wks". That should be the Federal Information Worksheet. Scroll down to Part VII, and the IP PIN should be the first item in that part of the worksheet. Please report back if that worked for you.