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March 5, 2026
8:55 AM
Saw the fix and went to go file the taxes and got rejected: It says there is a potential issue with caluclation regarding form 5695 . The return cannot be filed until march 6.
March 5, 2026
8:55 AM
See this for local tax returns - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/city-tax-returns-turbotax-state-program/L0fev7XS3_US_en_US
March 5, 2026
8:55 AM
Do you have your prior year return, but no form 2210 was filed in 2024? If you do have your prior year 1040 form, for the question about 2024 tax liability, you can enter the amount from line 24 of ...
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Do you have your prior year return, but no form 2210 was filed in 2024? If you do have your prior year 1040 form, for the question about 2024 tax liability, you can enter the amount from line 24 of your 1040 return here. The 2024 Adjusted gross income will be Form 1040, line 11.
The reason why this information is asked for is to see if you qualify for a waiver of a penalty for underpaying your taxes in 2025. If you can't find the information needed from your 2024 return, you can leave these fields blank - but it won't allow you to waive the penalty.
On a later screen, you can opt to "Let the IRS bill me later" for the underpayment penalty if that is helpful to you.
March 5, 2026
8:54 AM
If you have a copy of your Form 1040, look on line 12(e). That is your deduction, if it is the standard deduction, it will likely equal one of the standard deductions list below it in that section, d...
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If you have a copy of your Form 1040, look on line 12(e). That is your deduction, if it is the standard deduction, it will likely equal one of the standard deductions list below it in that section, dependent on your filing status. Also, if you itemized, you would have a Schedule A which would detail the itemization, and the total on that form would be listed on line 12(e) on the Form 1040.
March 5, 2026
8:54 AM
I've already checked, I won't be getting anything back. I am in FL...I worked there for 2 months and made a total of roughly $365...I tried to file anyways, but it said I have to print and mail the d...
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I've already checked, I won't be getting anything back. I am in FL...I worked there for 2 months and made a total of roughly $365...I tried to file anyways, but it said I have to print and mail the documents, which I can't do because of my situation. Do I truly HAVE to file, or am I okay?
March 5, 2026
8:54 AM
That sounds like a communication error between Janney and TurboTax. I don't think that that would be corrected by upgrading to premiere. Certainly I wouldn't want to promise it.
I can only gi...
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That sounds like a communication error between Janney and TurboTax. I don't think that that would be corrected by upgrading to premiere. Certainly I wouldn't want to promise it.
I can only give you the workaround that I would use in your shoes. I would go to the Janney website and pull all 4 1099-Bs and look at the very first transaction on each. I would use that transaction to identify each account. And proceed from there.
March 5, 2026
8:53 AM
where is my Payer's TIN off of my 1099-R
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March 5, 2026
8:52 AM
TurboTax can only give an estimate for the tax refund delivery date. It is based on the IRS average for issuing refunds within 21 days after the tax return has been received.
Only the IRS and ...
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TurboTax can only give an estimate for the tax refund delivery date. It is based on the IRS average for issuing refunds within 21 days after the tax return has been received.
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
March 5, 2026
8:52 AM
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March 5, 2026
8:51 AM
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March 5, 2026
8:51 AM
That's right. You won't be able to print, or e-file your amended return until the IRS finishes processing your original return. This can take up to 16 weeks.
If you are amending a return from a p...
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That's right. You won't be able to print, or e-file your amended return until the IRS finishes processing your original return. This can take up to 16 weeks.
If you are amending a return from a previous year, the process could be different, but your original return must still be processed first.
March 5, 2026
8:51 AM
Fidelity accounts generate Foreign Taxes and they should be reported. Turbe
o tax can import those along with other investment records.
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March 5, 2026
8:50 AM
Why is my return delayed and turbo tax isn’t accurate that’s absurd
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March 5, 2026
8:49 AM
The IRS doesn't allow you to claim a "Wash Sale" loss if you bought the same stock (or very similar stock) within 30 days before or after the sale.
Enter Wash Sale Info:
Open or continue y...
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The IRS doesn't allow you to claim a "Wash Sale" loss if you bought the same stock (or very similar stock) within 30 days before or after the sale.
Enter Wash Sale Info:
Open or continue your return.
Under the Federal tab, Click on Wages & Income, then Click on Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
If you’ve already imported or started entering your 1099-B, click Edit next to that bank/brokerage.
Find the sale that corresponds to the disallowed loss.
Enter the Proceeds amount from the 1099-B.
Enter the total cost basis shown on the form.
Look for a checkbox or a dropdown menu often labeled "I have more info to enter about this sale" (or "Add more details").
Look for a field for "Wash sale loss disallowed.", and Enter the $91.10 there.
Check if you entered the Wash Sale info correctly by looking at your Schedule D (or Form 8949). You should see:
The full loss in one column.
Code "W" in the adjustment column.
The $91.10 as a positive adjustment, which cancels out the loss for this tax year.
March 5, 2026
8:48 AM
Where Turbo tax did amend this yesterday do I still have to send the 8812 form and the 55110 form back to the IRS
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March 5, 2026
8:47 AM
Since the IRS says they never received your mailed 2024 return, you will need to re-file. If you are unable to do it electronically, you can mail it. I recommend mailing certified so that you have a ...
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Since the IRS says they never received your mailed 2024 return, you will need to re-file. If you are unable to do it electronically, you can mail it. I recommend mailing certified so that you have a receipt, and proof of mailing. Keep that for your records.
Resubmit the federal, Virginia, and Maryland returns as original filings. Because you already paid federal and VA, confirm those payments are posted to your IRS and state accounts to avoid duplicate payments. For Maryland, you should file the 2024 return as soon as possible and pay any balance due to minimize penalties and interest.
We expect an update for the1099-Q, hopefully tonight. Please check back tomorrow to see if the issue is resolved. OR has also been experiencing some issues according to news sources; but, I don't ful...
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We expect an update for the1099-Q, hopefully tonight. Please check back tomorrow to see if the issue is resolved. OR has also been experiencing some issues according to news sources; but, I don't fully trust the news. Let's hope it works for you tomorrow.
@ron8
March 5, 2026
8:47 AM
You need to answer the questions in the Earned Income Credit section, which is under You and Your Family in the Deductions and Credits section of TurboTax. You will need to amend your return to do t...
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You need to answer the questions in the Earned Income Credit section, which is under You and Your Family in the Deductions and Credits section of TurboTax. You will need to amend your return to do this, since you have already filed it and received your refund. You will see an option to do that on your home page when you log into TurboTax. Look at the bottom of the page, under Your Tax Return and Documents. Click on the year you want to amend and choose the Amend (Change) option. Once in the amend return routine, navigate to the Deductions and Credits section and look under You and Your Family to find the Earned Income Credit (EIC) menu option and complete that section. When done, you will be asked to enter an explanation as to why you are amending your return. You can mention that you are amending to apply for your earned income credit that you failed to do on the original return. When the amendment is complete, follow the instructions in TurboTax to file the return.
March 5, 2026
8:46 AM
Why are you not able to e-file your Oregon return? Are you getting an error or a reject? We'd love to help you complete your tax return, but need more information.
March 5, 2026
8:46 AM
@harman55 wrote:
Thank you. I assumed that was the case, but I'm not clear on whether I need to explicitly enter an RMD for my spouse. This is something new as she turned 73 in Oct 2025. I've...
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@harman55 wrote:
Thank you. I assumed that was the case, but I'm not clear on whether I need to explicitly enter an RMD for my spouse. This is something new as she turned 73 in Oct 2025. I've never had an issue preparing our taxes until this year.
Correct. After age 73, regulations require that retirees withdraw a certain minimum amount (or more) from their retirement accounts. The idea is you are supposed to withdraw and spend it and pay tax on it, and not let it sit tax-free forever. In the case of a defined benefits pension, the entire pension is considered the RMD because of how the pension is calculated by the provider. If your spouse also has an IRA, 401k, or other plan, she will have to withdraw from those accounts as well.