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March 9, 2026
3:59 PM
Topics:
March 9, 2026
3:59 PM
How do I access a copy of my forms I tried to find them on here and I'm not seeing my 2022 tax forms
Topics:
March 9, 2026
3:58 PM
How do I go about changing my direct deposit to another bank
March 9, 2026
3:58 PM
If the fund was inherited then it is seen as having been "purchased" on the date that it was inherited and the purchase price is the value it held on that date.
If stocks inside of a fund are p...
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If the fund was inherited then it is seen as having been "purchased" on the date that it was inherited and the purchase price is the value it held on that date.
If stocks inside of a fund are purchased by a brokerage then they are seen as purchased on your behalf for you. So you would enter purchased again, even if you had an "agent" do it for you.
@dsrogers999
March 9, 2026
3:58 PM
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Note - There may be multiple pages of your tax return forms and schedules so click on ...
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Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.
March 9, 2026
3:58 PM
No, you need to use the TurboTax Business product to prepare a partnership Form 1065. Once you complete the business return, the K-1 schedules will be generated. Here is a link to where you can obtai...
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No, you need to use the TurboTax Business product to prepare a partnership Form 1065. Once you complete the business return, the K-1 schedules will be generated. Here is a link to where you can obtain the Business product from Intuit.
March 9, 2026
3:58 PM
Topics:
March 9, 2026
3:57 PM
somehow, I have a blank 1099-R that is causing correction action and need to delete it
Topics:
March 9, 2026
3:57 PM
Yay! Thank-you so much for the detailed instructions! I followed them exactly, crossed my fingers, and my federal return was accepted! Thanks again!
March 9, 2026
3:57 PM
You can log into ARAG (WillBuilder) from the link here >> Will Builder ARAG - login from the top right corner. Or you can click on Individuals and sign in from there. @pambili
What's Wi...
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You can log into ARAG (WillBuilder) from the link here >> Will Builder ARAG - login from the top right corner. Or you can click on Individuals and sign in from there. @pambili
What's Will Builder by ARAG® in TurboTax?
March 9, 2026
3:56 PM
@ yyang2000 I provided the shortcut method above to go directly to the estimated tax payments entry section. If you want to use regular navigation, here's how. So between the 2 methods, you shou...
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@ yyang2000 I provided the shortcut method above to go directly to the estimated tax payments entry section. If you want to use regular navigation, here's how. So between the 2 methods, you should be able to use one or both of them. When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks". That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.
March 9, 2026
3:55 PM
@ yyang2000 wrote: where to enter my state estimated payment in turbotax? State estimated payments made are entered on the Federal side. I know that's nonintuitive. Here's a tool that shou...
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@ yyang2000 wrote: where to enter my state estimated payment in turbotax? State estimated payments made are entered on the Federal side. I know that's nonintuitive. Here's a tool that should get you directly to the estimated tax payments section. I've also provided an alternate navigation method in a comment that follows this one. With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE: Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.
March 9, 2026
3:54 PM
Topics:
March 9, 2026
3:52 PM
When you entered the 1099-R into TurboTax what code was in box 7?
In addition, was this an early distribution from your Roth IRA? If so there may have been penalties even if the amount issue...
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When you entered the 1099-R into TurboTax what code was in box 7?
In addition, was this an early distribution from your Roth IRA? If so there may have been penalties even if the amount issued wasn't taxable.
March 9, 2026
3:52 PM
The capital loss carryover is important to use for 2025, to reduce your tax. Follow the steps in the link below.
How do I enter my capital loss carryover?
March 9, 2026
3:52 PM
It lets me modify "Other State" but not the state amounts.
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March 9, 2026
3:51 PM
Topics:
March 9, 2026
3:51 PM
Return was expected to be a $xxxx.xx. with TurboTax's fees deducted ($50.00). The IRS confirmed approval of the total amount (before TurboTax fees), but TurboTax shorted me $122.78 on top of that.
Topics:
March 9, 2026
3:51 PM
Hi, This is regarding Balance sheet and form 7203. Our LLC S-Corp has incurred a loss of about 13000 K in year 2025. We are 2 shareholders with 50% share of each of us. We have made a capital cont...
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Hi, This is regarding Balance sheet and form 7203. Our LLC S-Corp has incurred a loss of about 13000 K in year 2025. We are 2 shareholders with 50% share of each of us. We have made a capital contribution of total 4000 K in year 2025. Last year (2024) we had a total profit of 4000 K. In calculating how much each of us can claim this year's loss in our personal federal tax return Turbotax calculated like this: Stock basis: 2000 K Capital contribution : 2000K Total Stock basis: 4000K Part III Shareholder Allowable Loss and Deduction Items: Ordinary business loss: 6500 K Allowable loss from stock basis and Capital contribution : 4000 K Each of us can claim 4000K with carry over of 2500K to claim in next year. In the balance sheet of Liability and Equity section of 2025 Tax Return of the S-corp the balance at the beginning is 500000 K and end 504000K. In this case what number should be in the beginning Capital contribution in the balance sheet of 2026 1120-S Return? I appreciate the response. Thank you. Nurul Islam, MD
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March 9, 2026
3:50 PM
The expenses can be entered directly on the Schedule C as though you are self employed.
What is a Statutory Employee?
To begin your expense entry associated with your statutory wages use the...
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The expenses can be entered directly on the Schedule C as though you are self employed.
What is a Statutory Employee?
To begin your expense entry associated with your statutory wages use the following steps.
TurboTax Online or TurboTax Desktop: Search > Type Schedule C > click the Jump to... link
Select Edit beside your Self Employment > Select Add expenses for this work > Scroll through the expenses and select all the ones you need
Continue through the pages if you don't see what you need on the first page (2,3,4,5, etc).
Place a check in the box beside each one > Continue
On the screen Here's your ___ info select Edit beside each expense you need to enter the amount
Continue until you are finished