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March 6, 2026
3:49 PM
@ZBazan Some folks systems have seemed to have problems in that area. Their usual fix is to switch to Forms Mode, and then Open&Delete every 1099-R form they see in the left-side window. ...
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@ZBazan Some folks systems have seemed to have problems in that area. Their usual fix is to switch to Forms Mode, and then Open&Delete every 1099-R form they see in the left-side window. Then return to the interview and normal access to the menu for entering 1099-R forms (usually) returns.
March 6, 2026
3:49 PM
Used TurboTax Premier on a desktop.
I am now unable to talk to Turbo Tax folks - they had recommended I speak to the resolution team, but don't know how?
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March 6, 2026
3:49 PM
It should be a code 7. Although there is a new code Y that may be used. After you enter form 1099-R keep going. If you have entered a birth date which makes you older than 70 1/2 there wil...
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It should be a code 7. Although there is a new code Y that may be used. After you enter form 1099-R keep going. If you have entered a birth date which makes you older than 70 1/2 there will be a page that asks Do any of these situations apply? Midway down is Were any of these funds sent directly to a charity? Then it will ask for the amount. The code in box 7 of form 1099-R must be 7 (or new code Y) and the little IRA/SEP/SIMPLE box must be checked. A IRA QCD should be 0 taxable on 1040 line 4b and the QCD box checked. Unless you have other 1099R taxable amounts on 4b. You can’t do a QCD from a 401K.
March 6, 2026
3:46 PM
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March 6, 2026
3:46 PM
@Dontwantaname Sorry, but the upload of PDF forms have had so many errors, you are better off typing it in manually. It's really very simple.
March 6, 2026
3:45 PM
1 Cheer
@Allen1960 wrote: Entering any value over 40,000 in either 11a or 11b gives the SALT limit error, but that doesn't apply to this form. The SALT limit DOES have to do with line 11a/b. Am...
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@Allen1960 wrote: Entering any value over 40,000 in either 11a or 11b gives the SALT limit error, but that doesn't apply to this form. The SALT limit DOES have to do with line 11a/b. Amounts above the SALT limit would be on line 17.
March 6, 2026
3:45 PM
It is not clear to me that the Needs Review is pointing to a lack of an address for a cash donation. However, obviously, neither one of us knows what is triggering this.
What I would do is look...
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It is not clear to me that the Needs Review is pointing to a lack of an address for a cash donation. However, obviously, neither one of us knows what is triggering this.
What I would do is look at your forms (are you an Online user or a Desktop user - do you know how to do this)? Delete any forms related to your charities. Then start over again on the charitable contributions.
March 6, 2026
3:44 PM
@NancyEF I'm not sure why NetBenefits is listed at all. For the past 18+years I have always had to enter my two 1099-R forms manually. The direct import into tax software has never been ava...
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@NancyEF I'm not sure why NetBenefits is listed at all. For the past 18+years I have always had to enter my two 1099-R forms manually. The direct import into tax software has never been available before. Maybe they were going to start this year....but apparently not. Just use your paper/PDF 1099-R form as a reference sheet, and "Type it in myself"
March 6, 2026
3:43 PM
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March 6, 2026
3:43 PM
Diane...I have seen your name before! Always great information. We had to travel from our summer home back to Florida in order to replace the roof on our rental property---a roof totaled by Milton....
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Diane...I have seen your name before! Always great information. We had to travel from our summer home back to Florida in order to replace the roof on our rental property---a roof totaled by Milton. We would not have traveled to Florida except we wanted to be on site for the replacement, to assure that a good job was done. We used a personal car--not the vehicle designated for business use for this and other rentals that we own (my husband's older SUV). The round trip was 1300 miles. How do I enter this expense? And what is the allowance per mile if it is entered into the travel line? I don't want to enter the personal car, especially since I don't keep mileage records for it! Your guidance is much appreciated!
March 6, 2026
3:42 PM
Ran a dupe of return and checked box as directed. Crazy, but it worked. But stuff like this undermines confidence in program. Thanks for help.///@456ASD
March 6, 2026
3:40 PM
Thank you for your response. It sounds like my terminology was confusing. My 1040 is not negative. I have w2 income that has nothing to do with the Scorp. It is a passive loss carryforward fr...
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Thank you for your response. It sounds like my terminology was confusing. My 1040 is not negative. I have w2 income that has nothing to do with the Scorp. It is a passive loss carryforward from an S corp (1) whose losses accrued after 2017. The passive carry-forward loss from the scorp is applied to the Scorps' profit this year. The carry-forward losses exceed this year's profit. TurboTax is taking all that into account and applying the carry-forward amount to the total 2025 profit but not applying the 80/20 rule. The total amounts appear on K1 (Passive Activity to Adjustment to Income or Loss and Form 8582 Passive Activity Loss Limitations. It is not due to Basis limitations.
March 6, 2026
3:39 PM
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 1...
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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. 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 If you are looking for the full $46,700 (34,700+12,000) it should be on 1040 line 14. What do you have on 1040 or 1040SR line 13b? See the 1040 ….
March 6, 2026
3:39 PM
I used to be able to do my daughter's taxes also. But now I don't see an option to start another return. Turbo Tax AI assistant is useless!
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March 6, 2026
3:38 PM
You can enter a pension into any version including the Free Edition. You should have a 1099R for a pension. Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement...
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You can enter a pension into any version including the Free Edition. You should have a 1099R for a pension. Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
March 6, 2026
3:36 PM
They screwed up my state taxes with their "alternative filing methods"
March 6, 2026
3:34 PM
Don't waste your money. Plenty of free options that don't lead you on with the promise of a better refund.