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a month ago
What happens when you use this procedure? Do you get to the 1099-R input screens?
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on...
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What happens when you use this procedure? Do you get to the 1099-R input screens?
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
On the screen Did you get a 1099-R in 2025? answer Yes
On the screen Choose all the situations that apply to you, select Skip this
On the screen Let us Enter Your Bank and Brokerage Tax Documents, select Skip Import
On the screen Who gave you a 1099-R, choose an option and Continue
a month ago
Amended tax returns will not be available before the middle of February. See forms availability here.
If your return has been transmitted and rejected by the IRS, you can correct your tax retu...
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Amended tax returns will not be available before the middle of February. See forms availability here.
If your return has been transmitted and rejected by the IRS, you can correct your tax return and re-transmit.
If your return has been transmitted and accepted by the IRS, you will have to amend your Federal 1040 tax return. However, before amending your tax return, do not enter the return and do not make any changes.
If your return has been transmitted and accepted by the IRS, you will not be able to electronically file a second tax return with another service.
If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.
If you used the CD/download product, sign back into your return and select Amend a filed return.
See also this TurboTax Help.
a month ago
Topics:
a month ago
Do I include the amount financed for my solar panels or the amount I paid each year?
Topics:
a month ago
1 Cheer
If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for your RMD withdrawal, answer that The entire distribution was an RMD then on the following page, ...
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If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for your RMD withdrawal, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account. You don't need to enter anything about your other IRA.
By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.
a month ago
Topics:
a month ago
Both entries appear on Review you 1099-Summary page.
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a month ago
@DoninGA thanks for your reply, it is unclear if Turbotax made an update, i signed out and in. if it is now better because i am in a different section, the left pane has now expanded I am entering ...
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@DoninGA thanks for your reply, it is unclear if Turbotax made an update, i signed out and in. if it is now better because i am in a different section, the left pane has now expanded I am entering 1099 MISC and i cant see the AI thing anymore, fingers crossed hopefully that fixes it. i also did have to adjust zoom resolution WIll let you know if its permanently fixed once i go through other sections
a month ago
I suggest that you contact Customer Service and explain what you would like to do.
How do I contact TurboTax?
a month ago
How do you know that you successfully filed your tax return with TurboTax? Do you have emails that you received? Is it possible that you used a different email address in 2024 to file your tax retu...
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How do you know that you successfully filed your tax return with TurboTax? Do you have emails that you received? Is it possible that you used a different email address in 2024 to file your tax return than the one that you are using now? Can you see the 2024 tax return that you filed?
a month ago
I have 2 IRAs, but am only taking the RMD from one IRA, that is, I am taking the total required RMD for both IRAs from the first IRA. I know that is legal. My issue is that Turbo Tax software asks if...
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I have 2 IRAs, but am only taking the RMD from one IRA, that is, I am taking the total required RMD for both IRAs from the first IRA. I know that is legal. My issue is that Turbo Tax software asks if this is the RMD for the IRA I am entering for and if I have other IRAs. Do I need to enter information for the second IRA, or just proceed with the single IRA that I received the RMD from and answer yes, that is the RMD.
a month ago
@czimmer501 wrote: It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity... You don't see what's in the screenshot below? Refresh your browser, restart your p...
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@czimmer501 wrote: It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity... You don't see what's in the screenshot below? Refresh your browser, restart your program, etc.
a month ago
Is there an error in TurboTax?
Topics:
a month ago
It may have been deposited into your Credit Karma account. That is where refund anticipation loans go and often where the five-day-early refunds are directed. You can check there if it has not appe...
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It may have been deposited into your Credit Karma account. That is where refund anticipation loans go and often where the five-day-early refunds are directed. You can check there if it has not appeared in your regular bank account
a month ago
Merrill is now available for import (if your 1099s are ready). Restart your program and log in; you should see "Merrill" as an import option in the list.
a month ago
We may be able to get your 2024 tax return if you used TurboTax Online last year.
If you sent this message, you have access to an electronic device.
You can load TurboTax for 2025 onto your p...
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We may be able to get your 2024 tax return if you used TurboTax Online last year.
If you sent this message, you have access to an electronic device.
You can load TurboTax for 2025 onto your phone.
You will have to use the same ID and password as last year.
Go to Tax Home
Scroll to Your tax returns & documents
Select the year
Download the PDF.
a month ago
@Brglasttt
To request a refund for a TT product
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2