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March 2, 2026
1:35 PM
Thank you, I did enter it correctly and 5b is -0-. Spouse went on Medicare this year and the Summary Income showing this 401k rollover to IRA as Income and seeing it as a Pension caused me to panic ...
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Thank you, I did enter it correctly and 5b is -0-. Spouse went on Medicare this year and the Summary Income showing this 401k rollover to IRA as Income and seeing it as a Pension caused me to panic for IRMAA. For MAGI purposes the right column matters so the -0- in 5b is what is computed for MAGI. Thank you for the detailed explanation and confirmation.
March 2, 2026
1:34 PM
If we consider these as cryptocurrency, then you would report the transactions by selecting 1099-DA even though you don't have a form.
In this case, you can select, first to skip import and when y...
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If we consider these as cryptocurrency, then you would report the transactions by selecting 1099-DA even though you don't have a form.
In this case, you can select, first to skip import and when you make your selection choose 'Other' and then you will be allowed to make a selection of the type of investment.
Name can be Crypto or something similar
Crypto > Type of Investment can be 'Other' > I purchased it > Description
Continue to answer the questions
If you use Something other than a date and select Various - be prepared to answer the questions about holding period.
Additional information for your to consider for summary transactions.
A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.
You can always use direct entry if you choose, with summary totals. The only exception if wash sales, which must be entered separately, if you have any.
Where do I enter Form 1099-B? (Ignore import)
How do I mail Form 8453? (review if alerted)
Holding Periods:
Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax)
Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)
@thepep
March 2, 2026
1:33 PM
just found email in spam when unable to access my its' deductible account form item donations. Anyone know if possible to still get that info?
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March 2, 2026
1:33 PM
Same issue here with the desktop software version. Read that sometimes there is delay in availability of import even after PNC issues PDF's to clients. Contacted my banker- will followup if I hear an...
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Same issue here with the desktop software version. Read that sometimes there is delay in availability of import even after PNC issues PDF's to clients. Contacted my banker- will followup if I hear anything.
March 2, 2026
1:33 PM
I am filing for my deceased mother, the TT premier online is done, and to file, the software is asking for personal validation using a driver's license or a state ID I have identified myself as ...
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I am filing for my deceased mother, the TT premier online is done, and to file, the software is asking for personal validation using a driver's license or a state ID I have identified myself as the filer for the return and the tax return is for a decedent. Do I use my driver's license as the filer, or my deceased mom's state ID, as the tax return owner. or must I submit the paper copies. . thanks in advance.
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March 2, 2026
1:32 PM
Thank you for reporting the issue with photo capture of your Form 1099-G. I am glad you resolved it. I will report this as a potential issue for investigation.
@jmk5328
March 2, 2026
1:31 PM
@user17716983577 I believe it was noted the IRS delayed from the initial planed revision date (02/18/2026?) to just last week (02/25/2026) so hence the delay. Also you need to allow a day or two f...
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@user17716983577 I believe it was noted the IRS delayed from the initial planed revision date (02/18/2026?) to just last week (02/25/2026) so hence the delay. Also you need to allow a day or two for the Intuit team to apply the fixes, test, and "pack and ship" out to all of us users, which I suspect they don't do all at once but phase them possibly by geography.
March 2, 2026
1:30 PM
And just to clarify my own answer, we are talking about the "kiddie tax" and there are two ways to approach this.
The section for "report a child's income on your return" only applies to your c...
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And just to clarify my own answer, we are talking about the "kiddie tax" and there are two ways to approach this.
The section for "report a child's income on your return" only applies to your child, which is not the case.
However, if you are under age 24 and have certain types of income, then your income can be subject to the higher kiddie tax rates instead of the normal rates, and you may be asked some extra questions and you will see a higher rate in some cases. See @Hal_Al 's answer for your options.
Note that if you report the income in the educational section, you should delete the 1099-G from that section. If the IRS sends an automated letter asking about the 1099-G, you can explain that you reported it in the scholarship section.
March 2, 2026
1:30 PM
I'm having the same problem. Turbotax is good at answering tax problems but their ability to solve their own software issues appears to be non-existent
March 2, 2026
1:30 PM
1 Cheer
Perhaps you don't have a page 1 of Form 8949 in your return. Page of the form is for Short-Term transactions. If you did not have any short-term transactions you would not have a page 1. Additiona...
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Perhaps you don't have a page 1 of Form 8949 in your return. Page of the form is for Short-Term transactions. If you did not have any short-term transactions you would not have a page 1. Additionally, if the only short-term transactions you had were category A and reported as a summary total then they would be reported directly on Schedule D. If one these was the case then your e-file transmission would not have included a page 1 of Form 8949, and therefore, neither would your pdf.
March 2, 2026
1:30 PM
There may be a reason why TurboTax thinks you have reached your limit of 5 e-filed returns. The limit may have been triggered by any rejected returns that were resubmitted, or multiple installations ...
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There may be a reason why TurboTax thinks you have reached your limit of 5 e-filed returns. The limit may have been triggered by any rejected returns that were resubmitted, or multiple installations on different computers can sometimes trigger this prematurely. An amended return may also count toward your e-file limit.
You can check this by reviewing your e-file history in TurboTax Desktop by going to File, Electronic Filing, Show Electronic Filing Status History to see which returns were counted as e-filed.
Additional returns may have to be printed and mailed, or you can purchase a new license. However, the IRS limits you to five e-filed returns per email address, user, and computer IP address. This limit is addressed in IRS Publication 1345.
If you believe this is an error, you should contact TurboTax Support using this link: Turbo Tax customer support.
Please return to Community if you have any additional information or questions and we would be happy to help.
March 2, 2026
1:28 PM
Thank you! I have notified the issuer that i need corrected 1099s.
March 2, 2026
1:28 PM
My pension income shows I enterd it but it has disappeared and won't add it to my income. This is the worst version of Turbo Tax one problem after another and no answers provided.
March 2, 2026
1:27 PM
can I exclude tips from my self employed income?
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March 2, 2026
1:27 PM
I'm filing MFS returns for my wife and I, who moved abroad mid-year after living in CA. I'm used to filing form 8958 every year to split community property income on Turbotax Online, but this year, I...
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I'm filing MFS returns for my wife and I, who moved abroad mid-year after living in CA. I'm used to filing form 8958 every year to split community property income on Turbotax Online, but this year, I keep getting the error below on both of our returns, which prevents us from e-filing. The form has definitely been completed, and I've even tried to remove it and start from scratch. Is there any issue with the form at the moment?
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March 2, 2026
1:26 PM
Everyone's situation is unique. Allow me to post mine clearly and I'd appreciate any help I can get. My wife and I always report tax as "Married file jointly" over a decade long. I work, and she ...
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Everyone's situation is unique. Allow me to post mine clearly and I'd appreciate any help I can get. My wife and I always report tax as "Married file jointly" over a decade long. I work, and she doesn't. So, every year I do tax reporting. I didn't realize that my wife used to have one foreign bank account before she became a US citizen, so, we have never filed FBAR before. Then by looking at her foreign bank's statement, in year 2025, 2022 and 2021 there are balance slightly higher than $10,000.00. Other years till 2020 there wasn't. Questions: 1. Should we file late FBAR for all the last 6 years of only the 3 years that are having balance more than 10K? 2. There are no other foreign properties, no other foreign investment, and no foreign incomes. And we have never been audited or contacted by IRS before, nor we had owed any unpaid tax. Which option will be the best for us to file those late FBARs? 3. Do we need to formally write a reason for filling FBAR late? If so, which reasons would be the best to justify it? Thank you.
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March 2, 2026
1:26 PM
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
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To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
March 2, 2026
1:26 PM
I don’t believe you can e-file with the error. I was on the phone for over 2 hours with different representatives at Turbtax. Nobody knows how to fix it. One person told me to split the real es...
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I don’t believe you can e-file with the error. I was on the phone for over 2 hours with different representatives at Turbtax. Nobody knows how to fix it. One person told me to split the real estate taxes between the 2 8829’s which is wrong. One person told me call a CPA which almost made me lose my mind. They opened a case for me and someone was supposed to email me by today. I have heard nothing. So frustrating.
March 2, 2026
1:25 PM
Reply back and post the token number directly in this thread rather then sending the screenshot.
March 2, 2026
1:25 PM
Enter it as investment income - Land
To enter an investment sale -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Busines...
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Enter it as investment income - Land
To enter an investment sale -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button
Using the online editions -
On the screen Did you have investment income in 2025? click on Yes
On the screen Save time and connect your financial accounts click on Enter a different way
On the screen How do you want to add your docs?, select Type it in myself
On the screen OK, let's start with one investment type, select Other and continue