All Posts
March 10, 2026
2:08 PM
Form 1040-EZ was eliminated in 2018. All tax returns are now filed on Form 1040. There is no way that you could have selected Form 1040-EZ for 2025.
March 10, 2026
2:08 PM
There appears to be a software glitch that prevents editing entries for some topics, such as retirement 1099s and charitable donations. The software is Desktop Deluxe for Mac, Version 2025.r23.037. T...
See more...
There appears to be a software glitch that prevents editing entries for some topics, such as retirement 1099s and charitable donations. The software is Desktop Deluxe for Mac, Version 2025.r23.037. The operating system is Sequoia 15.7.4. Tried with Tahoe 26.3.1 — same issue. Anyone else have this problem?
March 10, 2026
2:07 PM
Code 810 on a tax transcript is commonly referred to as an IRS Refund Freeze. This means that your refund is being held up and your return is being reviewed by the IRS for inconsistencies, or to veri...
See more...
Code 810 on a tax transcript is commonly referred to as an IRS Refund Freeze. This means that your refund is being held up and your return is being reviewed by the IRS for inconsistencies, or to verify your identity.
You should expect a letter from the IRS in the near future.
March 10, 2026
2:07 PM
@user17726464076 See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7...
See more...
@user17726464076 See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
March 10, 2026
2:07 PM
I assume you mean tax year 2024, NOT 2023 in your final paragraph?! Also, I used TurboTax with a Full Service Tax Expert crunching the numbers while provided the information. I specifically told ...
See more...
I assume you mean tax year 2024, NOT 2023 in your final paragraph?! Also, I used TurboTax with a Full Service Tax Expert crunching the numbers while provided the information. I specifically told him to look at this option and if more advantageous, rather than the standard 85% in our case to use it. We got a lump sum from 2024 shown on our SSA-1099. I had to guide him to where that amount was shown on those documents (never mind he was the “expert” CPA with 50 years experience!) and I have to assume he did that. My 1040-SR was filed and accepted on February 25, 2026 and since it seems to be a done deal, I have no way of contacting him once I pay my TT fee and the return is submitted! Why? Because the chat function is automatically disabled! I need to know if he’s made a mistake on my return with regards to SS lump sums. Here’s the issue. Line 6a shows total SS as 40,321 (including those lump sums for 2024). Line 6b shows taxable amount as 34,273 (.85 x 40,321). Yet, he has checked Line 6c as X, meaning elected to use the lump sum method! Correct me if I’m wrong, but isn’t the rule that you should use lump sum method if and only if, it gives you a lower tax liabity than the 85% method? having filed an 85% for our taxable SS then checking the lump sum box is bound to raise a red flag, no? Unless I’m missing something. It’s very frustrating not being able to contact my TurboTax expert …..
March 10, 2026
2:07 PM
I filed today. And u stated was not accepted Why
Topics:
March 10, 2026
2:07 PM
To clear up a bit , I spent the $130 for home and business and downloaded it on to my computer, all the files are there but when I click it says I need the turbo tax program to open them. The program...
See more...
To clear up a bit , I spent the $130 for home and business and downloaded it on to my computer, all the files are there but when I click it says I need the turbo tax program to open them. The program was gone once the computer got reset. I need to get it downloaded again but don't know how and not repurchasing it.
March 10, 2026
2:05 PM
Necesito mi dinero cuando esque llega
Topics:
March 10, 2026
2:05 PM
Sorry no, theft of funds is not reported on a tax return.
March 10, 2026
2:04 PM
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_...
March 10, 2026
2:04 PM
To enter Margin interest -
Click on Federal
Click on Deductions & Credits
Scroll down to Retirement and Investments
On Investment Interest Expenses, click on the start button
March 10, 2026
2:03 PM
Can you track my Massachusetts state refund
Topics:
March 10, 2026
2:03 PM
legal case settled in my favor, but no funds were available...lost my funds
Topics:
March 10, 2026
2:03 PM
My friend had a revocable trust she set up in 2007 and amended in 2016. She died on August 24,2025 - the trust became irrevocable and I became the successor trustee. An EIN was established. The ...
See more...
My friend had a revocable trust she set up in 2007 and amended in 2016. She died on August 24,2025 - the trust became irrevocable and I became the successor trustee. An EIN was established. The deceased primary residence was in the trust and she had lived there 30 years . Here are my questions What is the date the cost basis for the home determined? * The original cost for the home? *The date the trust became irrevocable? If so would the cost basis be the value of the property or comparable property at that time. *The date the home was actually put into the Trust ( 2017) . Would I need to find a way to determine cost? *The date a second mortgage was taken out on the home and the value of the home at that time. ( 2022)
March 10, 2026
2:02 PM
@emilyjindra726 After you start into your tax return...you go to the left-side menu, and click on MY Info Then you revisit the information you entered about yourself.....right where your Nam...
See more...
@emilyjindra726 After you start into your tax return...you go to the left-side menu, and click on MY Info Then you revisit the information you entered about yourself.....right where your Name is. That will bring up a series of questions that eventually leads to the one you need to change.
March 10, 2026
2:02 PM
Topics:
March 10, 2026
2:02 PM
Tax code 810 on transcript
Topics:
March 10, 2026
2:02 PM
Hopefully the problem will resolve with the software update on Thursday.
March 10, 2026
2:01 PM
How to Report Cash in Lieu of Fractional Shares
The IRS considers cash for a fractional share to be money received as the result of a stock sale.
This transaction must be reported on IRS tax ...
See more...
How to Report Cash in Lieu of Fractional Shares
The IRS considers cash for a fractional share to be money received as the result of a stock sale.
This transaction must be reported on IRS tax form Schedule D Capital Gains and Losses.
The date of the sale (when cash was received) and the date of the original stock purchase is needed to complete the tax form.
Tax Basis Example: Assume a shareholder has an aggregate $100 basis in 50 shares of ABC stock ($2 per share), and the fair market value of one share of ABC stock is $66.65. Following the ABC Merger, the shareholder should have an aggregate $100 basis in 64.1 shares of ABC stock (50 shares x 1.2820, or $1.56 per share), and should be treated as having sold 0.1 shares of ABC stock with a tax basis of $0.156 ($1.56 x 0.1 shares) for $6.67 ($66.65 per share fair market value x 0.1 fractional shares).
Once you have your information you will complete the entry in TurboTax using the following steps.
Open (continue) your return if it isn't already open.
In TurboTax, search (upper right) > Type 1099B Press enter > Click the Jump to link
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2025?
If you see Here's the info we have for these investment sales, select Add More Sales.
Answer NO to Did you get a 1099-B or brokerage statement for these sales? or Select Other sales
@humace