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February 26, 2026
12:07 PM
Tried that immediately after you posted that, only to get rejected again today, over a week later. They aren't even giving me a reason for the error anymore, just that I was denied because of some "e...
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Tried that immediately after you posted that, only to get rejected again today, over a week later. They aren't even giving me a reason for the error anymore, just that I was denied because of some "error".
February 26, 2026
12:07 PM
cannot download SCHWAB 1099 at all
February 26, 2026
12:07 PM
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February 26, 2026
12:07 PM
I was told last week that it would be available today Feb 25th.
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February 26, 2026
12:06 PM
Each tax year has to be filed separately using the forms for the specific tax year. They cannot be combined in any way--do not even put them in the same envelope when you mail them. Software for pa...
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Each tax year has to be filed separately using the forms for the specific tax year. They cannot be combined in any way--do not even put them in the same envelope when you mail them. Software for past years is available back to 2022. Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now. Mail 2022 by April 15, 2026 or that refund is forfeited.
You cannot change the tax year. The current online program is for 2025 only. Only a 2025 return can be prepared online and only a 2025 return can be e-filed.
Online preparation and e-filing for 2022, 2023, and 2024 is permanently closed.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
To file a return for a prior tax year
If you need to prepare a return for 2022, 2023, or 2024 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
February 26, 2026
12:06 PM
You will have to amend the tax returns that were filed to add new information on a 2022 tax return and on a 2023 tax return.
See this TurboTax support FAQ for amending a prior year tax return - htt...
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You will have to amend the tax returns that were filed to add new information on a 2022 tax return and on a 2023 tax return.
See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr
If you did not file a prior year tax return -
To complete and file a prior year (2022 thru 2024) tax return using TurboTax you would need to purchase, download and install on a personal computer one of the desktop editions for each tax year required from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/
A prior year tax return can only be printed and mailed, it cannot be e-filed using TurboTax. Use a separate envelope for each tax year being mailed.
February 26, 2026
12:06 PM
You said that you do this "for a period of time each year." So it's not just a one-time activity. That means that it is a self-employed business, even if you didn't think of it that way.
February 26, 2026
12:05 PM
How do I Fix my return if a 1099-R Box 16 is blank and Box 14 is not?
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February 26, 2026
12:05 PM
Hello, I just received my daughters 1098T (the college had a glitch). I wasn't expecting for box 5 to be larger then box 1 so now I'm wondering if we are going to have to pay taxes on part of her sc...
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Hello, I just received my daughters 1098T (the college had a glitch). I wasn't expecting for box 5 to be larger then box 1 so now I'm wondering if we are going to have to pay taxes on part of her scholarships. Box 1 is $19350.00. Box 5 is $21203. $2009.00 of that amount was given by the school as a res grant for staying on campus. $3525.00 of that amount is outside scholarships and says it can be used for tuition or room and board. The rest of the scholarship doesn't state how it has to be used. I've been reading a lot and I know there are a few loopholes but the more I read the more confused I get. Her room and board, of course, are not in box 1 but we did use her 529 plan to finish paying what the scholarship did not cover. I'm hoping we won't have to pay taxes on this amount but I was also hoping we would qualify for the AOC but that might not be possible because we used the 529 plan and I know you can't double dip. Can you please help?
February 26, 2026
12:04 PM
February 26, 2026
12:04 PM
Cannot download 1099 composite from schwab
February 26, 2026
12:04 PM
1 Cheer
Please double check the selection that you have made when looking at the maximum SEP contribution. If you have selected 'Qualified Plans' that is not the same as a SEP and will allow you to make cat...
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Please double check the selection that you have made when looking at the maximum SEP contribution. If you have selected 'Qualified Plans' that is not the same as a SEP and will allow you to make catch-up contributions as well as a much higher contribution than $70,000.
February 26, 2026
12:03 PM
How do you print the IRS etimate vouchers without the "DO NOT FILE" thing in the background?
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February 26, 2026
12:02 PM
How can I file them today
Topics:
February 26, 2026
12:02 PM
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how do I upload statement...
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Before you post, let's review your question
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how do I upload statements from my Edward Jones accounts?
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February 26, 2026
12:01 PM
02/26/2026 - I spoke to a very helpful Level 2 Rep a Intuit Turbo-tax (Lynn B.). She did a lot of investigation while I was on the phone with her and did find that there are a lot of people having t...
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02/26/2026 - I spoke to a very helpful Level 2 Rep a Intuit Turbo-tax (Lynn B.). She did a lot of investigation while I was on the phone with her and did find that there are a lot of people having this same problem with the Wisconsin returns. She said it is only the people with retirement income that are having the problem. She also said this is a State of Wisconsin issue - not Turbo-tax. We discussed this at some length for clarification purposes and she said that most likely Wisconsin did not get the required changes made or made them today so they would be rolled into production tonight and would be available on Friday the 27th. She was not sure about the Wisconsin schedule to get these changes into production but was giving a reason that this would not be working today. Obviously someone missed a commitment deadline. I also spoke to her about the cryptic message we receive that should point the finger toward the Wisconsin DOR rather than Intuit Turbo-tax. I hope this is not a big loop that I am in trying to get the straight story. She also said that if we need to file a hard-copy return that we could be reimbursed for the $15 filing fee but I would get confirmation of this prior to sending in the hard-copy form. So, my next step is to call the State of Wisconsin DOR to find out what they have to say. And if I don't get a satisfactory answer, I will be calling my state Representative and/or our State Senator whom I happen to somewhat know from a few years back when he was our state Representative. I will update this when I have more information. Isn't retirement great when one gets to spend it keeping people on task (for no income)? 🙂
February 26, 2026
12:01 PM
I think I'm aware of what you are talking about. I was told the new charitable deduction in addition to the standard deduction begins in 2026. You'll be able to use that deduction on next years tax...
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I think I'm aware of what you are talking about. I was told the new charitable deduction in addition to the standard deduction begins in 2026. You'll be able to use that deduction on next years taxes, not 2025.
February 26, 2026
12:00 PM
1 Cheer
@rkamrhine That is effective for tax year 2026 to be filed next year in 2027. It is not for tax year 2025.
February 26, 2026
12:00 PM
Yes, based on the data provided, the reason there was likely no (or minimal) adjustment in 2024, but a likely requirement for one in 2025, is the significant increase in foreign Qualified Dividends/L...
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Yes, based on the data provided, the reason there was likely no (or minimal) adjustment in 2024, but a likely requirement for one in 2025, is the significant increase in foreign Qualified Dividends/Long Term Capital Gains relative to your total Adjusted Gross Income (AGI). Here is the breakdown of why this occurred: 1. 2024: No Adjustment (Low Ratio of Passive Foreign Income) Total Foreign Income (2024): $20,379.15 AGI (2024): $254,576 Analysis: Your foreign income was a relatively small percentage (approx. 8%) of your total AGI. The "adjustment" to the Foreign Tax Credit (Form 1116) usually triggers when foreign-sourced qualified dividends or capital gains (which are taxed at lower U.S. rates) are high enough to cause a mismatch, meaning the foreign tax credit is higher than the U.S. tax actually owed on that income. In 2024, because the foreign passive income ($20k) was low compared to the total income ($254k), it likely did not trigger the "rate differential adjustment" needed to reduce the foreign source income on Form 1116, line 1a. 2. 2025 Adjustment Likely Required (High Ratio of Passive Foreign Income) Total Foreign Income (2025): $40,635.45 (nearly double 2024) AGI (2025): $327,589 Analysis: Not only did your total foreign income double, but the amount of foreign qualified dividends and capital gains (taxed at 0%, 15%, or 20%) also increased significantly compared to 2024. I notice especially the sharp rise in the long-term capital gains distribution. The 2025 Shift: Starting in 2024/2025, tax software (and IRS rules) became more stringent regarding Form 1116, line 18, to prevent over-crediting. The 2025 rules call for a required multi-step adjustment that treats all income as if it’s taxed at regular rates. This can sharply lower your foreign tax credit, especially if you have a lot of foreign qualified dividends or capital gains.
February 26, 2026
11:59 AM
Summer camp is used as child care for 7 year old.
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