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March 15, 2026
9:16 AM
Years ago I reported to Intuit that their TurboTax What-If MFJ vs MFS form is performing calculations incorrectly, making it worthless unless you manually override those calculations. For those who ...
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Years ago I reported to Intuit that their TurboTax What-If MFJ vs MFS form is performing calculations incorrectly, making it worthless unless you manually override those calculations. For those who don't know, in the desktop version of TurboTax, if you go to Forms, click Open Form, and search on "What", it will list a "What-If Worksheet" form which you can select and then open. Then click the "MFJ vs MFS" checkbox. The problem with the What-If is that, despite my having made sure that I designated the proper owner of every asset and liability (i.e. taxpayer or spouse) in my MFJ return, TurboTax ignores those designations and just splits most assets and liabilities 50/50. Any married couple who decides to file MFS would use their own actual asset and liability values -- they wouldn't split everything 50/50. That makes the What-If report useless by default. Now, the report DOES allow me to override those values with the correct numbers, but that's onerous because even though TurboTax already has those correct numbers stored internally, it isn't using them, and I have to re-enter them all. And yes, I have verified that TurboTax has my taxpayer/spouse designations stored correctly for every asset and liability in it's database. As I said, I reported this to Intuit years ago, but they still haven't fixed this. It would be great if more people complained to Intuit about this, and perhaps then they'd fix it. Oh yes, I should mention that their What-If form only applies to the federal return. There is no What-If form for the state return. So if they ever fix the federal What-If form, they should also make a state What-If form too. End of rant!
March 15, 2026
9:14 AM
This message typically appears if the program is closed without going through the proper exit steps.
When using TurboTax Online your work is automatically saved. So you don't have to save it man...
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This message typically appears if the program is closed without going through the proper exit steps.
When using TurboTax Online your work is automatically saved. So you don't have to save it manually.
The next time you sign in, you can simply pick up from the last step you completed. Even though closing the browser tab suddenly may cause your browser to display a warning message.
If you are using the desktop version: Go to the File section. Then click in the Save or Save As option, as it doesn't automatically save on the web.
If you still are having the issue, please refer to help at:
TurboTax Customer Service
March 15, 2026
9:14 AM
TurboTax generates estimated tax payment vouchers if you are self-employed or there isn't enough withholding from your income, so you won't be in the same situation next year. If you pay the estimate...
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TurboTax generates estimated tax payment vouchers if you are self-employed or there isn't enough withholding from your income, so you won't be in the same situation next year. If you pay the estimated taxes and your income and credits are similar to 2025, you won't have a balance due when you file your taxes. You're not required to make these payments; TurboTax calculates the estimated tax payments based on the information from your current taxes.
For more information, please review the TurboTax Help article Why did 1040-ES estimated tax vouchers print out? Do I need them? and How does TurboTax calculate my estimated tax payments?
March 15, 2026
9:14 AM
Many people on this forum who think that TurboTax is not calculating the SALT deduction correctly are failing to realize that their MAGI for this purpose is high enough to reduce the amount of their ...
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Many people on this forum who think that TurboTax is not calculating the SALT deduction correctly are failing to realize that their MAGI for this purpose is high enough to reduce the amount of their SALT deduction. This deduction phases down from $40,000 ($20,000 if Married Filing Separately) to $10,000 ($5,000 if MFS) between $500,000 ($250,000 if MFS) and $600,000 ($300,000 if MFS) of MAGI.
March 15, 2026
9:12 AM
The Form 1041, U.S. Income Tax Return for Estates and Trusts is only available with the TurboTax Business Edition.
The Business edition can only be installed on a Windows based personal computer. ...
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The Form 1041, U.S. Income Tax Return for Estates and Trusts is only available with the TurboTax Business Edition.
The Business edition can only be installed on a Windows based personal computer. The Business Edition cannot be used to complete a personal tax return, Form 1040.
TurboTax Business edition - https://turbotax.intuit.com/small-business-taxes/cd-download/
March 15, 2026
9:12 AM
They were legitimate medical expenses and I have a required high deductible medical plan
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March 15, 2026
9:11 AM
The total from Schedule 1-A line 38 goes to Form 1040 line 13b, not to Schedule 1.
March 15, 2026
9:10 AM
Yes, you can mark an estate return as First Year and Final especially in your case where you are just trying to prevent an IRS inquiry in the future. The April 2025 to March 2026 is fine, as it corr...
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Yes, you can mark an estate return as First Year and Final especially in your case where you are just trying to prevent an IRS inquiry in the future. The April 2025 to March 2026 is fine, as it correctly identifies the fiscal tax year you are reporting.
March 15, 2026
9:09 AM
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March 15, 2026
9:06 AM
This decision was made in November 2025, however it is not yet finalized and the IRS is likely to appeal this decision. While the ruling does apply broadly to late-filing, late-payment, and other pen...
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This decision was made in November 2025, however it is not yet finalized and the IRS is likely to appeal this decision. While the ruling does apply broadly to late-filing, late-payment, and other penalties accrued, the IRS has no guidance in place at this time and there is no defined refund process.
A Form 843, Claim for Refund and Request for Abatement would have to be filed. A tax professional should be consulted to determine if this ruling applies.
March 15, 2026
9:06 AM
His current employer does not offer pension or 401k. There was no w-2 from the former employer for 2025 since he left in 2024. I do have 401k of my own, but not sure how it would know since it d...
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His current employer does not offer pension or 401k. There was no w-2 from the former employer for 2025 since he left in 2024. I do have 401k of my own, but not sure how it would know since it didn't ask about mine. Thanks!
March 15, 2026
9:06 AM
See the answer provided here - https://ttlc.intuit.com/community/taxes/discussion/1099-qa-submission/00/1861782
March 15, 2026
9:04 AM
You'll need to check the Yes box for Are allocated community property amounts reported on this return?, and then you'll be able to make your manual entries to allocate your income items between the t...
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You'll need to check the Yes box for Are allocated community property amounts reported on this return?, and then you'll be able to make your manual entries to allocate your income items between the two taxpayers.
See also: the most recent IRS Publication on Community Property #555, if you need the official guidance for reference.
March 15, 2026
9:03 AM
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March 15, 2026
9:00 AM
@rvandshamala When you accessed your Intuit Account and clicked on Sign & Security, your phone number should have been shown in the Sign in info box. When you clicked on your phone number you should...
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@rvandshamala When you accessed your Intuit Account and clicked on Sign & Security, your phone number should have been shown in the Sign in info box. When you clicked on your phone number you should have then gone to the screen with your phone number listed along with options for text message, voice message or both. The phone number that is presented should have a link labeled Change to the right of the phone number. What happens when you click on that link?
March 15, 2026
8:59 AM
I try to efile the amendment but TT says that I cannot do it because I did not originally e-filed, which I did. It directs me to print and mail. How do I solve this, I don't want to print the return.
March 15, 2026
8:59 AM
Thanks for the info. I checked line 4b on my 1040, and fortunately, that amount is 0 for all tax returns, so I did not pay additional tax. However, line 14 from form 8606 seems to be carrying forward...
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Thanks for the info. I checked line 4b on my 1040, and fortunately, that amount is 0 for all tax returns, so I did not pay additional tax. However, line 14 from form 8606 seems to be carrying forward this cumulative amount starting year 2021, so that bumped up $25k as of 2024. Do I have to amend the tax return for just year 2024? What if for the year 2025, I manually adjust this value to 0? Would that suffice?
March 15, 2026
8:59 AM
Yes, this helped me solve the problem that I traced to inconsistencies in the way I answered previous year SS questions. Thanks.
March 15, 2026
8:59 AM
You clicked a wrong answer in MY INFO. Go back to MY INFO and click your own name. Then go back through the screens slowly and carefully---read every screen top to bottom----there is a screen tha...
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You clicked a wrong answer in MY INFO. Go back to MY INFO and click your own name. Then go back through the screens slowly and carefully---read every screen top to bottom----there is a screen that asks if your Social Security card is marked not valid for employment---answer correctly.