All Posts
March 8, 2026
10:19 PM
i live in Florida
Topics:
March 8, 2026
10:15 PM
I'm filing jointly with my spouse. When I import Spouse' 1099-B, Turbo Tax would not ask if it is for me or for my spouse. After I import it, if I look at the Capital Asset Sales Worksheet, it's u...
See more...
I'm filing jointly with my spouse. When I import Spouse' 1099-B, Turbo Tax would not ask if it is for me or for my spouse. After I import it, if I look at the Capital Asset Sales Worksheet, it's under my SS# and both of our names. How do I separate it? There is option to change the ownership for DIV & INT, but not for 1099-B. Only way to update seems to be going to Forms and directly update Capital Asset Sales Worksheet. This is odd. and seems like Turbo Tax needs to correct this.
March 8, 2026
10:14 PM
Tracking my refund
Topics:
March 8, 2026
10:10 PM
Topics:
March 8, 2026
10:08 PM
1 Cheer
When real or personal property is converted from personal use (grandma) to rental use, the depreciable basis is the lower of cost and FMV as of the conversion date. However, you can include the cost ...
See more...
When real or personal property is converted from personal use (grandma) to rental use, the depreciable basis is the lower of cost and FMV as of the conversion date. However, you can include the cost of any capital improvements made during the period you owned it, also following this rule. If you paid in a foreign currency, it must be converted to US dollars. Can't help with land cost.
https://www.irs.gov/individuals/international-taxpayers/yearly-average-currency-exchange-rates
.
March 8, 2026
10:02 PM
1 Cheer
YES Yes YES I have used TurboTax for the past t 6 years BUT this year's version is terrible. I purchased the Premier package at Costco, downloaded the SW, launched it and it defaulted to the Onlin...
See more...
YES Yes YES I have used TurboTax for the past t 6 years BUT this year's version is terrible. I purchased the Premier package at Costco, downloaded the SW, launched it and it defaulted to the Online version vs the traditional Desktop version. It's hard to understand how they screwed it up so badly. I will work on it again tomorrow to see if the difficulty is all operator error. My advice to a new first time user is look at other Tax SW.
March 8, 2026
9:58 PM
I have a question
March 8, 2026
9:56 PM
Topics:
March 8, 2026
9:51 PM
for a gift, the donor's holding period tacks on so technically, you need this info from the donor. You were supposed to be provided with this by the donor because it would be needed if you sold the s...
See more...
for a gift, the donor's holding period tacks on so technically, you need this info from the donor. You were supposed to be provided with this by the donor because it would be needed if you sold the stock There is also this special rule that could apply to your situation. Entering bad data could result in an IRS inquiry because it's easy for the IRS to find or know the value on the date you enter. There is a unique exception, known as the dual basis rule, that applies if the stock’s FMV is less than the donor’s basis at the time of the gift. The donor’s basis is used
March 8, 2026
9:50 PM
You qualify for the NJ pension exclusion if: You (and/or your spouse/civil union partner, if filing jointly) were 62 or older or disabled as defined by Social Security guidelines on the last day...
See more...
You qualify for the NJ pension exclusion if: You (and/or your spouse/civil union partner, if filing jointly) were 62 or older or disabled as defined by Social Security guidelines on the last day of the tax year (December 31 for calendar year filers); and Your total income for the entire year was $150,000 or less. @gcrossleycpa
March 8, 2026
9:47 PM
Topics:
March 8, 2026
9:46 PM
Enhanced Deduction for Seniors requires Schedule 1-A of Form 1040 for 2025
Topics:
March 8, 2026
9:44 PM
No pude hacerla bien
Topics:
March 8, 2026
9:44 PM
Possibly. TurboTax Free Edition can be used for a simple Form 1040 when there are no additional forms and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interes...
See more...
Possibly. TurboTax Free Edition can be used for a simple Form 1040 when there are no additional forms and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest. You can try to downgrade to Free Edition, but if there is something in your return that requires a higher edition, it will ask you to upgrade again. The following FAQ tells how to use the "Switch" method. Another option is the "Clear and start over" method, about which there is a link in the bottom of the FAQ below. FAQ: How do I downgrade to a different Online TurboTax product? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...
March 8, 2026
9:43 PM
I'm using turboTax 2025 on macOS 15.7.4. I choose "Print" and then click on "PDF". That brings up the dialog to save to a PDF file. I click on Security Options and add a password. I then click OK and ...
See more...
I'm using turboTax 2025 on macOS 15.7.4. I choose "Print" and then click on "PDF". That brings up the dialog to save to a PDF file. I click on Security Options and add a password. I then click OK and then Save. The PDF is created but has no password. This has worked in the past with TurboTax and currently works with other macOS applications. For some reason with TurboTax the PDF never ends up with a password. Last year I was able to print encrypted PDFs with turbotax 2024, but I just tried again and no longer can with 2024. I'm guessing a macOS upgrade I did over the past year triggered this problem.
Topics:
March 8, 2026
9:39 PM
I use the free version, but some way this year it is charging me $69 for just the basic service. How do I cancel this before they charge me?
Topics:
March 8, 2026
9:33 PM
I received my voided 1095a on 3/6. How much time did you wait before filing again?
March 8, 2026
9:32 PM
Go back to the business summary page, and look for a section titled "Uncommon Situations". You may have to first choose to "edit" your business (pencil icon) to get the summary screen. That categ...
See more...
Go back to the business summary page, and look for a section titled "Uncommon Situations". You may have to first choose to "edit" your business (pencil icon) to get the summary screen. That category is on a summary screen with these major topics shown below, so it's the last category on that summary screen. So scroll way down. Expenses Income Business summary Uncommon situations (choose to edit with the pencil icon) Keep going through that section for a couple of screens, reviewing and correcting anything, until you arrive back at the summary screen.
March 8, 2026
9:32 PM
3 Cheers
Person on the return worksheet the TP/SP Link will not work?
Topics: