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4 weeks ago
I having a same problem. Lot of information has to be imported. If I am filling by myself, there is no use of TurboTax. Please help. Thanks.
4 weeks ago
Some Amended Returns can't be Efiled. Here's more info on Efiling Amended Returns.
@aaroneis
4 weeks ago
@jaygourley There's a STRANGE pop-up you have to accept.....anyhow.... Others have finally succeeded by using the following (but the BRAVE browser cannot be used). From Doug34's post: ...
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@jaygourley There's a STRANGE pop-up you have to accept.....anyhow.... Others have finally succeeded by using the following (but the BRAVE browser cannot be used). From Doug34's post: "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."
4 weeks ago
Yes, TurboTax includes this. This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.
Note, this deduction has income limita...
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Yes, TurboTax includes this. This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.
Note, this deduction has income limitations. It begins phasing out at income of $75,000 for a single filer (or $150,000 married) and is completely phased out at income of $175,000 for a single filer (or $250,000 married).
This deduction is located on Schedule 1-A Additional Deductions, Part V. The total additional deductions will be summed and appear on your 1040, line 13b.
You can check this in TurboTax Online by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and scroll to Schedule 1-A Part V.
4 weeks ago
After selecting Edit from that self-employed work summary menu, it should take you to a page that looks like this (below); on that screen, you would scroll down to income and select the Add income......
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After selecting Edit from that self-employed work summary menu, it should take you to a page that looks like this (below); on that screen, you would scroll down to income and select the Add income... button that I have highlighted yellow on my sample business to add a 1099-NEC. If not the below page, then where does it redirect you to - does the page have a heading title?
A few options from there,
If the above page is not loading correctly, you can start troubleshooting first by clearing your browser's cookies and cache, and logging back into TurboTax Online. Then, navigate back to Federal > Wages & Income > Self-employment income > Your 2025 self-employed work summary > Edit (or click the 1099-NEC jump-to link here)
Instructions: TurboTax - How do I delete cookies?
If the page still does not load correctly (as in my image above), you can try logging back in to TurboTax Online from a different browser to see if your navigation and search begins working more smoothly. For example, if you're using Google Chrome, you could try Mozilla Firefox or Microsoft Edge instead (and vice versa).
Next, try just using the 1099-NEC jump-to link from here (click) - when I tested it, I was able to begin entering a new 1099-NEC, and to assign the form to an existing line of work from the drop-down menu on the following screen. Try this methodology and see if you are able to enter a new 1099-NEC, and then add it to your existing line of work.
If the above methods all fail, you would certainly be able to delete the original line of work, then add your 1099-NEC income while creating a "new" line of work with all of the original details. You can tag me with @ my username for more options if you would rather not delete existing input.
4 weeks ago
If your RV qualifies as a second home and you are itemizing your deductions, go to Federal > Deductions & Credits > Mortgage Interest (Form 1098).
Choose Add a 1098, then Change how I enter my ...
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If your RV qualifies as a second home and you are itemizing your deductions, go to Federal > Deductions & Credits > Mortgage Interest (Form 1098).
Choose Add a 1098, then Change how I enter my form, then Type it in myself. When it asks for the Form 1098 details, enter the interest from your letter. You can check the box that the interest is different from the 1098 you received, and explain that you did not receive a 1098 when prompted for an explanation later.
4 weeks ago
It is on Sch CT-40
Topics:
4 weeks ago
There will be a new tool that will help calculate the Fair Market Value (FMV) of the donated items. But since we don't have specific dates for that, here are a couple of tools from Salvation Army and...
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There will be a new tool that will help calculate the Fair Market Value (FMV) of the donated items. But since we don't have specific dates for that, here are a couple of tools from Salvation Army and Goodwill that may help now.
@WVUMD
4 weeks ago
I have $14,600 in deductions I want to claim on the business. I only see a way to enter if I have a 1099-k.
Topics:
4 weeks ago
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
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To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button
4 weeks ago
When I try to download my information into turbotax from Merrill Lynch it asks for a tracking ID tax info statement which does not exhist
4 weeks ago
1 Cheer
Hello, I just got off the phone with a very kind women named Jasmine. I didn't see a survey in my in box but this women needs to be appreciated for her dedication to helping me and hard work. She w...
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Hello, I just got off the phone with a very kind women named Jasmine. I didn't see a survey in my in box but this women needs to be appreciated for her dedication to helping me and hard work. She was incredibly helpful and tried to solve the issue I was having in everyway and stayed on the line with me for a long time to do so. The whole time she was very patient and respectful with me. She did end up figuring out what was the issue and helped me greatly. Very patient, helpful, and respectful.
Topics:
4 weeks ago
Thanks to all for the replies. I will reluctantly do the workaround rather than getting an appropriate fix from TurboTax. While I fully understand that it's impossible for TurboTax to code for al...
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Thanks to all for the replies. I will reluctantly do the workaround rather than getting an appropriate fix from TurboTax. While I fully understand that it's impossible for TurboTax to code for all tax possibilities, I did a little more digging into this problem and found references back to at least 2020 where users have reported this problem on this forum. If every year people are reporting this problem, and perhaps only those astute enough to notice this incorrectly calculated tax issue, then TurboTax development should take notice and prioritize correcting this problem. I find it hard to believe that this is a rare tax occurrence. I suspect there are a number of people each year that actually do a split rollover of something like a tax deferred 401K into both a Roth IRA and a traditional IRA. Given that this problem is reported over and over again each year as a community topic, that should be enough to highlight that it's a very common issue. Worse yet, this problem can easily cause an incorrect tax to be calculated and reported for a TurboTax user not paying close attention to what is occurring under the covers in TurboTax. Given that, I respectfully encourage the TurboTax development team to escalate addressing this known problem.
4 weeks ago
@nhbos You'd have to go to the Print Center in the left-side menu.. And save a PDF copy of your tax return...but make the selection to include all forms and worksheets. If you haven't paid ...
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@nhbos You'd have to go to the Print Center in the left-side menu.. And save a PDF copy of your tax return...but make the selection to include all forms and worksheets. If you haven't paid for your tax software/prep yet, you'd have to pay before it will let you create the PDF.
4 weeks ago
4 Cheers
@Spar85 Don't worry about that box. It is only used for those who are eligible for the Earned Income Tax Credit.
I have e-filed a federal tax return on 01/28 for my granddaughter and she has a...
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@Spar85 Don't worry about that box. It is only used for those who are eligible for the Earned Income Tax Credit.
I have e-filed a federal tax return on 01/28 for my granddaughter and she has already received the federal tax refund. That box was not checked on the Form 1040.
4 weeks ago
1 Cheer
OK, I found it, it's right after the Dependent worksheet, at the top of the list of Forms. I went in and entered what we paid for room and board (spring semester) and rent, electricity, and food (fa...
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OK, I found it, it's right after the Dependent worksheet, at the top of the list of Forms. I went in and entered what we paid for room and board (spring semester) and rent, electricity, and food (fall semester - I had her keep a spreadsheet and every month we pulled money for rent and electricity, and sent her money for food then pulled that from the 529 at the end of the year, to make sure it was less than the COA). The first time I saved, then closed the file, then opened it again, it wiped out the room and board entry. But I entered it again, saved it, then went to add a 1099-Q and it reduced our refund, added a second 1099-Q we'd pulled from a different 529 in the spring, and reduced it further. I went to look at the Student Worksheet, and the room and board was there, but there was $10,000 in the first column on line 19 "used for credit" even though I had checked Not applicable instead of "use credit or deduction which results in best tax outcome" on Part VII (we don't qualify for the credits anyway). I changed that $10,000 on line 19 to zero, and all the taxable earnings from the 529s became nontaxable (our withdrawals were less than the tuition and fees we paid after scholarships, and the room and board/living expenses we kept track of). I've opened and closed the file a couple of times now and it seems like the numbers are sticking. I haven't *saved* the file again, so if the 1098-T box 1 I get from our student when I call her is different and needs to be changed from what we actually paid, I don't know where to enter what we actually paid and if the program is going to put something on line 19 again. But for now, it's a workaround for the lack of an interview process to input it.
4 weeks ago
I’m confused. Box 2 of my 1098T says my dependent son’s tuition is $47,000. Box 5 says scholarship is $33,000 which when subtracted exactly equals the $14,000 out of pocket amount I paid. I qualify c...
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I’m confused. Box 2 of my 1098T says my dependent son’s tuition is $47,000. Box 5 says scholarship is $33,000 which when subtracted exactly equals the $14,000 out of pocket amount I paid. I qualify completely for AOTC in every other way but when I click the button underneath to say I paid $14,000 it then says I don’t qualify. Should I not fill that in and just go by 1098T?
4 weeks ago
The 'looks like we hit a snag' error often relates to a connectivity issue. If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to the section.
Make sur...
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The 'looks like we hit a snag' error often relates to a connectivity issue. If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to the section.
Make sure you've disabled your anti-virus software, which can block data transmission. Some users suggest using an 'incognito' window in your browser.
@eeterrific
4 weeks ago
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to g...
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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
*If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.