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February 24, 2026
10:56 PM
@RobertB4444 - I am using TurboTax Desktop on a Mac. I believe your recommended solution was assuming that I am using a browser? Could you please provide guidance on how to add investment income on ...
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@RobertB4444 - I am using TurboTax Desktop on a Mac. I believe your recommended solution was assuming that I am using a browser? Could you please provide guidance on how to add investment income on an amended tax return for 2024?
February 24, 2026
10:50 PM
I used option 2 (import from broker) for 621 sale transactions. It was a breeze.
February 24, 2026
10:44 PM
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February 24, 2026
10:36 PM
1 Cheer
They are updating after some people have already received their money. I still don't have mine and should have got them 5 days ago which is what I paid for but I have a dd date of February 25 2026 wh...
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They are updating after some people have already received their money. I still don't have mine and should have got them 5 days ago which is what I paid for but I have a dd date of February 25 2026 which is today so turbotax basically ripped me off and I want a refund cause I didn't get them the 20th im going elsewhere next year I applied for the advance that I always get every year but they said I didn't and now this!! So now I want my money back that I paid to get them early and they have lost a customer ive used Turbotax for the past 10 years not next year
February 24, 2026
10:35 PM
3 Cheers
I had same problem. I finally solved it. I left easy step and went to the forms. On the Capital Asset Sales Entry worksheet I noticed I had 33 lines of sales transactions. They were all listed und...
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I had same problem. I finally solved it. I left easy step and went to the forms. On the Capital Asset Sales Entry worksheet I noticed I had 33 lines of sales transactions. They were all listed under the Quick Entry Table. I guess smart check looked like it was stuck in a loop but was actually doing each line that needed the no box checked. When I clicked in the Quick Entry Table I noticed a scroll bar on the right. I was then able to scroll down and see each entry in the table and click the NO box for the digital asset. Once I did this, turbo tax was happy. When I clicked the last NO box I also noticed the red exclamation point that had been showing next to the form name also went away.
February 24, 2026
10:30 PM
Im in Texas, we don't have state taxes. And the only number i see is the federal refund amount. I paid with my credit card...so no money is going to be taken out. Its officially been 15days, still...
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Im in Texas, we don't have state taxes. And the only number i see is the federal refund amount. I paid with my credit card...so no money is going to be taken out. Its officially been 15days, still nothing... I can't even pull up my return from the turbotax app/website.
February 24, 2026
10:30 PM
When e filing , I authorized a total of $139 to be deducted from refund. Upon receiving refund turbotax has deducted $253
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February 24, 2026
10:28 PM
The loss does not affect the SE tax; only taxable income and the QBI deduction are affected. the loss should flow to form 4797 (not schedule C). that loss does not flow to schedules C or SE.
f...
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The loss does not affect the SE tax; only taxable income and the QBI deduction are affected. the loss should flow to form 4797 (not schedule C). that loss does not flow to schedules C or SE.
from schedule SE instructions page 4
Income and Losses Not Included in Net Earnings From Self-Employment
8. Gain or loss from: a. The sale or exchange of a capital asset; b. The sale, exchange, involuntary conversion, or other disposition of property unless the property is stock in trade or other property that would be includible in inventory, or held primarily for sale to customers in the ordinary course of the business; or
February 24, 2026
10:26 PM
I'm a traditional guardsman. I was on normal Title 32 for drills most of the year, but was activated for the last couple of months of 2025 for Title 10 deployment. My home of record is the state o...
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I'm a traditional guardsman. I was on normal Title 32 for drills most of the year, but was activated for the last couple of months of 2025 for Title 10 deployment. My home of record is the state of Iowa. My W2 does not break out the difference between drills and Title 10. YTD I paid $1728.84 in state taxes, but Iowa State taxes are exempt for activation. I should receive back $868.43 for the portion that is Title 10. Do I need to create two W-2s (Drill and Activation) from the original W2 (Combined) with the different totals, or is there an option to deduct the portion of state taxes I paid while on title 10 orders? In the profile, I said I was in the guard all year. Looking for any advice.
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February 24, 2026
10:20 PM
adding a 1099NEC to a return for tax year 2021 and upon enter the information theres no place for me to enter my income for box 3
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February 24, 2026
10:08 PM
1 Cheer
OK, so here's a funny thing. It's NOT just TurboTax doing this. I use H&R Block Deluxe (standalone program, not web version). I filed our taxes on Feb. 5. No return yet, and finally the IRS is sa...
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OK, so here's a funny thing. It's NOT just TurboTax doing this. I use H&R Block Deluxe (standalone program, not web version). I filed our taxes on Feb. 5. No return yet, and finally the IRS is saying something like "Your return is taking longer to process." So I kept digging and found out how to get my "tax transcript" from the IRS. Right away I noticed a line that says "Main Home in US: No" on it. Apparently when the "Where's my refund" site has that wording, that means the return is under manual review, and I bet this is why. In my H&R Block software, I told it that we lived in the US. I dug through all the EIC stuff in the program, even though we don't qualify for it, and can't find any references to living outside the US. So I bet the IRS has to manually correct that on my return and probably millions of others as well. Thankfully the Tax Transcript also says "Processing Date" and "Refund Issued" date as March 16, 2026. I'm hoping that means the return will show up then. REALLY weird that this isn't just a TurboTax issue.
February 24, 2026
10:08 PM
I did exactly this and it took FOUR different people to call me before I finally got a Tax Expert. What a terrible system.
February 24, 2026
10:07 PM
Yep, you're correct, it screws that up too. Turbotax needs to fix this. This is basic stuff.
February 24, 2026
10:05 PM
if you used the standard mileage method, TurboTax does not include depreciation in calculating gain/ loss. you have to calculate it using each year's mileage rate found in Pub 463 page 35
https://w...
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if you used the standard mileage method, TurboTax does not include depreciation in calculating gain/ loss. you have to calculate it using each year's mileage rate found in Pub 463 page 35
https://www.irs.gov/pub/irs-pdf/p463.pdf
also if there was personal mileage, you can only take a loss on the business portion, which is figured by multiplying its cost by the business mileage all years divided by total mileage all years. the trade-in value would also be prorated the same way.
for the personal portion, if any, gain is taxable, while any loss is not deductible.
February 24, 2026
10:03 PM
Thank you for your very informative answer. Do I not need to provide the list of all the individual trades? Somewhere in TurboTax, after entering the totals, I was prompted to mail in the 8949 list...
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Thank you for your very informative answer. Do I not need to provide the list of all the individual trades? Somewhere in TurboTax, after entering the totals, I was prompted to mail in the 8949 listing all individual trades.
February 24, 2026
10:02 PM
My Credit karma spend account was closed and I was supposed to receive my tax refund on it. I'm using use my refund to pay for my return, it's said a check will be mailed from one of your banks if we...
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My Credit karma spend account was closed and I was supposed to receive my tax refund on it. I'm using use my refund to pay for my return, it's said a check will be mailed from one of your banks if we used this option. How long does it take you to send a refund check thru the mail. Can we pick it up at a location sooner
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February 24, 2026
9:53 PM
Is it absolutely necessary to mail your return if you need to file a form 3115? I was told I can e-file as normal..and later send 2 copies to the IRS.
February 24, 2026
9:51 PM
there may be another flaw. when you selected "average share" for the valuation method, was Form 8283 showing "comparative sales" instead?
February 24, 2026
9:47 PM
But... I was told that you can still e-file your return. And you can mail the IRS the form 3115 alone.
February 24, 2026
9:46 PM
@CB1946 is it a State Street fund by any chance? They definitely have errors in the data on their website for the qualified percentage. (see the "ICI Tax Summary" spreadsheets near the bottom of h...
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@CB1946 is it a State Street fund by any chance? They definitely have errors in the data on their website for the qualified percentage. (see the "ICI Tax Summary" spreadsheets near the bottom of https://www.ssga.com/us/en/individual) For a clean example of the problem, if you look at SPDW they show 71.76% of Box 1A income is foreign, and 0% of Box 1A is qualified, therefore 71.76% of Box 1A must be non-qualified. But it can't possibly be that high, because we know that Box 1B is 55.82% of Box 1A, which caps non-qualified at only 44.18%. The math is broken in exactly the way your original post described. The other big companies I looked at including Vanguard, Blackrock, ProShares and Franklin Templeton all publish non-zero values for their foreign qualified dividend percentages, even for funds that are very similar to State Street's. So if your fund is State Street, I'd push them harder to provide correct data, otherwise you'll end up overstating your foreign source income on line 1a of your 1116, which could result in you claiming a foreign tax credit that is higher than you are entitled to. If you aren't with State Street... um... I guess I just wasted a couple of hours trying to figure this out!