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March 1, 2026
1:25 PM
“Pending” just means your return is on the way or waiting for the IRS or the state to process it. Is totally normal in busy times or if you claim certain credits.
Sometimes the IRS may place a ...
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“Pending” just means your return is on the way or waiting for the IRS or the state to process it. Is totally normal in busy times or if you claim certain credits.
Sometimes the IRS may place a hold for identity verification to prevent fraud.
**Keep waiting for the IRS to accept or reject it. If your return is rejected, you can fix it and send again.
March 1, 2026
1:25 PM
If by "TurboTax can't find it", you mean that Alight Solutions BPS does not show up as one of the direct import financial institutions, you can manually enter your Form 1099-R by following these step...
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If by "TurboTax can't find it", you mean that Alight Solutions BPS does not show up as one of the direct import financial institutions, you can manually enter your Form 1099-R by following these steps:
Go to Wages & Income on the left panel within your TurboTax account
Scroll down to Retirement Plans and Social Security and click on the down arrow to the right
Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click the Yes box when you see, "Did you get a 1099-R...?"
Click the "Enter a different way" box
Click the "Type it in myself" box
Click on the box that pertains to your type of 1099-R (typically the first box), Continue
Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue
Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received
Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue
March 1, 2026
1:25 PM
1 Cheer
@cornyb4 while I am not familiar with the ref'd entity's paperwork, in the past there used to be a "broker's consolidated" report. This ,in the back/detailed information sheets , would provide ...
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@cornyb4 while I am not familiar with the ref'd entity's paperwork, in the past there used to be a "broker's consolidated" report. This ,in the back/detailed information sheets , would provide a percentage of fund's holding by country/ foreign. From this info one could get approx. amount of foreign dividend earned on your holdings ( by country or by RIC ) and the taxes paid thereon. Large funds generally do not provide information beyond this level of granularity -- but is sufficient for filing your taxes.
Hope this helps
March 1, 2026
1:24 PM
The security check issue may be due to recent browser security updates regarding Local Network Access.
To fix this, you need to allow TurboTax to securely retrieve your data through your browse...
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The security check issue may be due to recent browser security updates regarding Local Network Access.
To fix this, you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February or later due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
March 1, 2026
1:23 PM
From the dropdown menu in Box 14 just select "Other/Non Clasified" option, and write the benefits in the description.
March 1, 2026
1:22 PM
In order to take a closer look at the situation you described and report it to the development team for further investigation and potential corrections, it is very helpful to have an actual customer ...
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In order to take a closer look at the situation you described and report it to the development team for further investigation and potential corrections, it is very helpful to have an actual customer diagnostic file demonstrating the situation. Please consider sharing a diagnostic copy of your tax file so we can take that closer look. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.
If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.
Use these steps if you are using TurboTax Online:
Sign in to your account and be sure you are in your tax return.
Select Tax Tools in the menu to the left.
Select Tools.
Select Share my file with agent.
A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
Select Online at the top of the screen.
Select Send Tax File to Agent.
Click OK.
Post the token number here.
If you are using a Mac version of TurboTax, use these steps:
Go to the Menu at the top of the screen and select Help.
Then, Send Tax File to Agent.
Post the token number here.
March 1, 2026
1:22 PM
The security check issue may be due to recent browser security updates regarding Local Network Access.
To fix this, you need to allow TurboTax to securely retrieve your data through your browse...
See more...
The security check issue may be due to recent browser security updates regarding Local Network Access.
To fix this, you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February or later due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
March 1, 2026
1:21 PM
1 Cheer
Line 6 of Schedule B in Form 1040 is the calculated total of the ordinary dividends from Box 1 of the Form 1099-DIV's that are listed on Schedule B.
To change or delete a 1099-DIV, go to Wages ...
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Line 6 of Schedule B in Form 1040 is the calculated total of the ordinary dividends from Box 1 of the Form 1099-DIV's that are listed on Schedule B.
To change or delete a 1099-DIV, go to Wages & Income>Investments and savings and review or delete your Form 1099-DIV's.
If the total is still incorrect on Line 6 of Schedule B, you can delete Schedule B (and start the form over) by going to Tax Tools>Tools>Delete a form then delete (trash can icon) the Schedule B 1099-INT entry or entries.
March 1, 2026
1:21 PM
While reviewing my 2025 taxes, I noticed my stock basis on Form 7203 is growing. Looking more closely, I see that line 6 is blank for 2025 and was also blank on my filed 2024 return. My K-1s have a $...
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While reviewing my 2025 taxes, I noticed my stock basis on Form 7203 is growing. Looking more closely, I see that line 6 is blank for 2025 and was also blank on my filed 2024 return. My K-1s have a $230k distribution (Code D) for 2025 and $96.234 in 2024. If I am reading the IRS instructions correctly, line 6 on the 7203 should equal K-1, Box 16-D. In both years, line 5 on Form 7203 is well above these numbers, as I am not taking out more than the company made. I can manually enter line 6, but it doesn't seem appropriate to do that, and I could easily forget to do it next year. Is there a reason this is happening, and can I correct 2024 without filing an amendment? Thanks for your help!
Topics:
March 1, 2026
1:20 PM
I recommend that you file the amended return if you can and mail your father's return, including you on it. An amended return can take from 12 -18 weeks for the IRS to process. Leave your return as...
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I recommend that you file the amended return if you can and mail your father's return, including you on it. An amended return can take from 12 -18 weeks for the IRS to process. Leave your return as it is.
Your father won't be able to Efile.
Have him mail it with you included as a dependent.
Whether your amended return is filed, not filed or completely processed, the IRS will identify the duplicate Social Security Number and send a letter asking for information.
You can then respond to the letter,
There may be a case manager's phone number in the top right corner. (This isn't always the case).
You can then resolve this with correspondence.
Just a note: This will not increase your chances of an audit.
March 1, 2026
1:20 PM
The fees should be entered with the transactions they apply to; however, given the minimal dollar amount involved I don't think it would matter if you applied/entered them to a single category.
March 1, 2026
1:19 PM
last years W_2 for my spouse says it is mine, how do I change this?
Topics:
March 1, 2026
1:17 PM
I have shown the combined distribution under the IRA from which it was withdrawn. Where do I list the other account, so the total withdrawn adds up the required distribution amount?
March 1, 2026
1:16 PM
1 Cheer
The income you earned while working for a California company but working and living in Washington is not taxable by California. You should adjust your California income by subtracting that amount.
March 1, 2026
1:16 PM
To clarify, did your wife make nondeductible contribution and therefore had a basis in the traditional IRA? Please see Who Must File 2025 Form 8606 for additional information.
To enter the QCD:...
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To clarify, did your wife make nondeductible contribution and therefore had a basis in the traditional IRA? Please see Who Must File 2025 Form 8606 for additional information.
To enter the QCD:
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R” and enter your 1099-R
On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
Continue until "How much of this distribution applied to your December 31, 2025 RMD?" screen and select "The entire distribution was an RMD" /or select "Some of this distribution was a RMD" and enter the amount of RMD (if this distribution includes RMD for other IRA accounts then you included the amount here)
Enter how much your transferred to charity
March 1, 2026
1:14 PM
@dstautz1 while I do not have the details of your situation ( if you could provide more details either here in this thread or PM -- just NO PII -- Personally Identifiable Information), the foreign t...
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@dstautz1 while I do not have the details of your situation ( if you could provide more details either here in this thread or PM -- just NO PII -- Personally Identifiable Information), the foreign tax credit is a Non-Refundable Credit. Thus all it can do is to reduce your tax liability i.e. if your tax liability before applying the FT is US$199, then only US$199 of the available credit will be used ( and without form 1116, the rest is lost ). Form 1116 applies a further limit -- it is lesser of actual amount paid and that imposed by the US using an allocation process substantially based on ratio of Foreign source income to World income.
Does this explain your issue ? Is there more I can do for you ?
March 1, 2026
1:14 PM
Used to work on the PC version. That no longer seems to be the case since they revamped the interface (made it worse, imo) As far as I know, it never worked in the version on the Mac.
March 1, 2026
1:14 PM
The 1040X for Amending a 2025 return should be available by March 4th. Make sure you save a copy of your original filed return, and that you've received your Refund or your payment for Balance Due h...
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The 1040X for Amending a 2025 return should be available by March 4th. Make sure you save a copy of your original filed return, and that you've received your Refund or your payment for Balance Due has been processed before submitting an amendment.
There's no rush to file an Amended Return; it takes up to 12 weeks to process and won't catch up to or correct your original return; it's processed separately.
@dileshdave
March 1, 2026
1:14 PM
I'm using the Windows Desktop version. 1099-DIV was downloaded from Fidelity. I shut down yesterday and reopened today. Now the dividends are showing properly in both the form view and step-by-...
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I'm using the Windows Desktop version. 1099-DIV was downloaded from Fidelity. I shut down yesterday and reopened today. Now the dividends are showing properly in both the form view and step-by-step view. Thanks for your reply.