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February 21, 2026
3:46 PM
Turbo Tax online doesn't seem to have a place to do so.
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February 21, 2026
3:45 PM
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February 21, 2026
3:44 PM
Please advise what to do so the last month rule doesn't count agaisnt me when it shouldn't. I had my HSA for all of 2024 with an HDHP plan. In 2025 I lost my job but didn't overcontribute to HSA base...
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Please advise what to do so the last month rule doesn't count agaisnt me when it shouldn't. I had my HSA for all of 2024 with an HDHP plan. In 2025 I lost my job but didn't overcontribute to HSA based on Pro rata. The last month rule shouldn't be counting against me.
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February 21, 2026
3:44 PM
The program works for Solar Panels and Battery backup credits. I submitted last week. I am not sure why you are having a problem if that is the credits you are expecting. Apparently, many folks say t...
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The program works for Solar Panels and Battery backup credits. I submitted last week. I am not sure why you are having a problem if that is the credits you are expecting. Apparently, many folks say the program or form does not work, but they fail to mention what specific credit they are trying to get.
February 21, 2026
3:44 PM
If you have after-tax basis in the plan, the Simplified Method must be used to determine the taxable amount when the payer indicates that the taxable amount is unknown. If you have no after-tax basi...
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If you have after-tax basis in the plan, the Simplified Method must be used to determine the taxable amount when the payer indicates that the taxable amount is unknown. If you have no after-tax basis in the plan, which I don't think is the case, the entire amount is taxable. When you've used the Simplified Method with TurboTax in past years, when you transfer in your previous year's tax return to begin your current year's tax return, TurboTax normally carries your previously provided Simplified-Method information forward so that you don't have to enter it again. I don't know why that would not have happened in this case. If necessary, review the TurboTax's 1099-R worksheet for your CSA-1099-R to find the details.
February 21, 2026
3:44 PM
If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section.
Navigate to the estimated...
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If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section.
Navigate to the estimated tax payments section:
TurboTax Online/Mobile: Go to estimated tax payments under Deductions & Credits.
TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid.
Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.
Enter the amount of estimated tax you paid at each of the quarterly due dates.
If you paid 2025 estimated taxes in 2025, you'll enter just one amount for each state or locality.
See also this help article.
To review your calculations to confirm that the information you entered is there:
Detailed calculation information in TurboTax Online can be found by navigating to Tax Tools > Tools > View Tax Summary > Preview My 1040 to access the Form 1040 Worksheet. This worksheet, specifically the Tax Smart Worksheet located between lines 15 and 16, provides the in-depth, step-by-step calculations for your tax liability.
If you are using the Online version, you will need to have paid for your product in order to see all of the worksheets.
If you are using a Desktop version, you can switch to Forms Mode by clicking on Forms at the top of the screen. There, you can scroll through the complete list of forms and worksheets TurboTax has prepared and click on the one you want to review, or click "Open Form" above the list of forms on the left and enter the one you are looking for.
February 21, 2026
3:43 PM
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further inf...
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Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
February 21, 2026
3:41 PM
I am trying to pay for my State e-file on my Macbook. When I select Credit Card as the form of payment, another screen pops up. It does not ask for my CC Number, but asks me to verify my address, the...
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I am trying to pay for my State e-file on my Macbook. When I select Credit Card as the form of payment, another screen pops up. It does not ask for my CC Number, but asks me to verify my address, then requests the Expiration Date and Security Code. However, it still has not asked for the CC number...so it does not accept the Exp Date and Security Code. It looks like the full screen is not displaying. If I cannot enter the CC info, I will have to print the State return and file manually. Every year, when I use TurboTax, I swear Never Again, and yet here I am with another seemingly simple issue that causes a full stop. Accepting payment SHOULD be an easy thing for TT to do.
February 21, 2026
3:39 PM
If you are receiving regular monthly payments, the IRS considers those payments to automatically satisfy the RMD for the specific contract, so you can follow the instructions below to quickly complet...
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If you are receiving regular monthly payments, the IRS considers those payments to automatically satisfy the RMD for the specific contract, so you can follow the instructions below to quickly complete this section.
The reason you are being asked about RMD is that, even if your annuity has no RMD requirement, you will still need to answer the RMD questions to clear the program's diagnostic check.
Also, the SECURE ACT now allows excess payments from an annuity to count toward the RMDs of your other IRAs. Therefore, TurboTax asks these questions to determine if you can use the annuity income to lower the amount needed to satisfy other RMDs.
To quickly answer the RMD questions, do the following:
Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income
Click on the pencil to the right of the first 1099-R
Click Continue through the entries you've made
"Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)
February 21, 2026
3:39 PM
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further inf...
See more...
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
February 21, 2026
3:38 PM
This is really catastrophic for people who spend the whole year donating items. This will add weeks to my ability to file my return. I cannot believe this was the right decision for customers. It's a...
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This is really catastrophic for people who spend the whole year donating items. This will add weeks to my ability to file my return. I cannot believe this was the right decision for customers. It's actually more than disappointing. It's cause for leaving TT forever. I've been using TT for so many years, I actually feel really betrayed. I hope the people leaving your platform make it hurt Intuit as much as your decision has hurt me.
February 21, 2026
3:38 PM
Arizona Form 352 is available in TurboTax and supported for e-filing.
When you complete your Arizona state return, proceed through all of the interview screens until you get to Credits. There i...
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Arizona Form 352 is available in TurboTax and supported for e-filing.
When you complete your Arizona state return, proceed through all of the interview screens until you get to Credits. There is a screen in the Credits section, titled Other Nonrefundable Credits. Select Contributions to Foster Care Charities (Form 352) in order to get to the interview and entry screen for that credit.
February 21, 2026
3:36 PM
"That answer makes no sense." Sensible or not, it's the law.
February 21, 2026
3:35 PM
@user17717088430 wrote:
That answer makes no sense. When you do a conversion from a traditional IRA to a Roth, you pay tax on the amount converted. It should make no difference what the reason t...
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@user17717088430 wrote:
That answer makes no sense. When you do a conversion from a traditional IRA to a Roth, you pay tax on the amount converted. It should make no difference what the reason to do the conversion is, whether it is to accomplish an RMD or simply to move the money from one account to the other.
You are missing the entire point of the RMD. You can't keep retirement money in a tax-advantaged account forever. You are supposed to withdraw it and spend it. Essentially, the tax deferral has a built-in expiration date.
As a result, one of the things you can't do with your RMD is to move it into a different tax-deferred account. Even though you are taking a distribution and paying the income tax, you are moving it into a Roth account, which is another form of tax deferral. You can't do that. You have to withdraw your RMD, pay tax on it, and either spend it or invest it in a traditional taxable invest. After you have taken the RMD, you can think about moving additional funds from one tax-deferred account to another.
Anyway, it doesn't matter whether you like it or not. That's how the law and regulations are written. Period.
February 21, 2026
3:34 PM
TurboTax will automatically upgrade if necessary. The rental income and expenses can be entered in TurboTax Online using the instructions in the links below. The fees will adjust at the end when you...
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TurboTax will automatically upgrade if necessary. The rental income and expenses can be entered in TurboTax Online using the instructions in the links below. The fees will adjust at the end when you are ready to file. Premium will allow this entry.
How do I enter my rental income and expenses?
What can I expense or depreciate with the business safe harbor election?
De Minimis Safe Harbor Election
This election for items $2,500 or less is called the De Minimis Safe Harbor Election. This election is an option you can take each year that lets you write off/deduct items $2,500 or less as expenses instead of assets. Expenses typically reduce your income by a larger amount than depreciating an asset over multiple years does. This means you could get a bigger refund.
If you decide to take this option, a form called De Minimis Safe Harbor Election will show up in your tax return.
Here are the rules you need to meet to take this election:
You don't have an applicable financial statement (most people don't).
You have a consistent process for how you record expenses and assets.
You record these items as expenses on your books/records.
The cost of each item as shown on your receipt is $2,500 or less.
Rental Property select Edit > Other expenses > Other Miscellaneous Expenses
Enter Description (Safe Harbor ...) and amount (not entered as assets under this election)
Note: Because you are under the $2,500 threshold, you are not required to use Section 179. You can list these expenses under Miscellaneous. If the amount was over 2,500, then you would enter these as assets and then would be able to choose the Section 179 option.
Maintain a complete record with your tax return should you need to verify these items at a later time.
@dehrenbe
February 21, 2026
3:33 PM
No, if the IRS has an IPPIN assigned to your account, you must provide the IPPIN to file your tax returns. For help in retrieving your IPPIN, see How do I get my 6-digit IP PIN? - TurboTax Support -...
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No, if the IRS has an IPPIN assigned to your account, you must provide the IPPIN to file your tax returns. For help in retrieving your IPPIN, see How do I get my 6-digit IP PIN? - TurboTax Support - Intuit.
February 21, 2026
3:33 PM
Turbo tax browser not supported
February 21, 2026
3:33 PM
This is for interest earned in my HY Savings account. The explanation looks like it is for “Massachusetts banks” but I am not clear if it applies here. Thanks!
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