All Posts

From TurboTax - Where's Form 8949? Form 8949 (Sales and Other Dispositions of Capital Assets) records the details of your capital asset (investment) sales or exchanges. Part I of the 8949 shows the short-term transactions (held less than a year) and Part II shows the long-term transactions. When you enter investment sales or exchanges from Form 1099-B, 1099-DA, or 1099-S in TurboTax, we'll automatically fill out Form 8949 and transfer the info to Schedule D. Capital gains and losses (Form 8949), manual navigation path:  Tax Home   Federal   Wages & Income   Investments and Savings  Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA)   Form 4797 is populated after you enter the sale of a business property resulting in ordinary income treatment. You can navigate directly to enter a transaction via:  Tax Home  Federal  Wages & Income   Other Business Situations > Sale of Business Property You may also enter relevant sales in other interview screens under Wages & Income (depending on the nature of the business and property sale) including:  Rental, Royalties, and Farm  Investments and Savings Self-Employment S-Corps, Partnerships, and Trusts Less Common Income > Installment Sales   See also: IRS - About Form 4797, Sales of Business Property

You cannot use the license code to pay for using online TurboTax.     We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.     You appear to be posting from online software instead of the desktop download software that the license code is for.  If you are using online, you are using the wrong program.  You need to switch to the desktop software to get what you paid for.  You have to download it, update it and open it up from your own hard drive to use it.     https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129    

It is expected to be available next week with the end of the week updates (which typically occur on Thursday nights), so please check back at the end of next week.     We understand the importance of these forms, and the developers are working hard to roll out the updates.

I gave the agent I was on the phone with the token number, there was still no resolve and everyone I have talked to has been totally bewildered with no advice.  After a week of messaging, calling and getting no where, the final agent told me I needed to purchase the TurboTax software and said it would work that way.  I am not taking the chance.  I have gone with a different company, was done with my taxes in a couple hours with no issues whatsoever, at less than half the price of turbotax.  My taxes are now filed and complete. Very doubtful that I will return to TurboTax over this issue, you would think a company so large that makes so much money off of their customers would have tried a little harder to find resolution.  There are many others having the same problem.

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.  

No, you can do this yourself.  However, It is too soon to amend your return. ‌You should wait until the original return is fully processed.‌ If you are expecting a refund and are amending for an additional refund, the IRS states you should wait until you've received the original refund. Then, you can amend as soon as the federal amended tax return form 1040-X is available for filing in TurboTax.  Use this tool to check availability of forms, including 1040X: Tax form availability   Here is some more information on filing amendments: How to File an Amended Tax Return with the IRS

It depends. If the field labeled "untitled" on your W-2 has a dollar amount associated with it that needs to be reported, the field should be entered; if not, it should be safe to delete the entry. If you have questions about what the amount represents, contact your employer.   In general, to enter Pennsylvania local taxes, report data from W-2 boxes 18 (Local wages), 19 (Local tax withheld), and 20 (Locality name/6-digit PSD code) into the local payroll section. If there are multiple localities, use the "Add Another Row" button to add more entry fields.   Steps for Entering PA Local W-2 Taxes in the W-2 section:   Locate Boxes 18-20: Look at your W-2 for Local Wages (18), Local Income Tax (19), and Locality Name/PSD Code (20). Enter PSD Codes: The Locality Name (Box 20) should contain the 6-digit Political Subdivision (PSD) code where taxes were withheld. Handling Multiple Localities: If your W-2 lists different local taxes in Boxes 19 and 20, use the "Add Another Row" button to enter each pair separately.  

If you are an enlisted active military you can use the TurboTax online editions of Free, Deluxe or Premium at no charge.  If you upgrade to one of the Live edition you will be charged as those are not covered by the military discount.   In the My Info section of the program, when entering your personal information on the screen Let's check for some other situations you must select Active duty military and Enlisted.  You are also asked Which combat zone or hazardous duty area did you serve in during 2025? and Where were you stationed?   After you have entered your military W-2 you are asked Is this W-2 for work you did as active duty military? answer Yes and continue

2026 now and this glitch has not been addressed. Inexcusable. I HAD no medical travel, so no "miles driven". There's a 0 in the box in Easy Step, but when I click "Continue" to, well, continue to the next window, I keep getting told the Value must be higher than 0; I tried enteriing "1", but one cannot in fact make ANY entry, so....? I'll try going to Forms as suggested, but this is absurd. Right now I'm logged out of TT, tomorrow is another day.