All Posts

Since you are filing married filing joint, you do not need to split the amounts in your form 1095-A. Go back through your entries and just enter the form as it is on your return:   Open or continue your return. Navigate to the 1095-A section: TurboTax Online/Mobile: Go to 1095-A. TurboTax Desktop: Search for 1095-A, then select the Jump to link. What is the Premium Tax Credit (PTC) and What is Tax Form 8962?  

You are entering the IRS form 1099-DA or IRS form 8949 using the sales section totals method in TurboTax Desktop Premium.    The IRS requires that the form be submitted them for review.  The form will be attached to an IRS form 8453 and mailed by the US Postal Service.   I do not know how many transactions are reported on your form.  At the screen Now, choose how  to enter your sales, instead of the sales section totals method, you may select the one-by-one method of reporting the transaction(s).  If using the one-by-one method method of reporting, you are not required to mail a form by the US Postal Service.   TurboTax Online Premium will allow the IRS form 1099-DA or IRS form 8949 to be uploaded into the software when using the sales section totals method.  The form does not have to be mailed by the US Postal Service.  

You have two options for requesting an IP PIN from the IRS to secure your tax information:   Get your IP PIN online at the IRS's Get an IP PIN site, or Call the IRS at 1-800-908-4490 to have your IP PIN mailed to you (this can take up to 21 days) @sarahduffy28 

This is to protect your account. It means you'll be locked out of the account for 24 hours.   This could be because: There were too many failed login attempts,  You may have had incorrect security answers,  You may have reached the limit for electronic filings with the same information.  Or, you have exceeded the 5 return maximum limit on Desktop.  

How do I report the disability payments in my federal return if my employer did not include the amount in my w-2 and the insurance company did not give me a w-2? Is there a place to manually enter it (with an explanation of benefits including how much was taken out for taxes) or do I need a different document? Thanks!

Since you are a dependent on someone else's return, you do not need to enter your Form 1095-A, the person claiming you will have to enter it.  Verify that the form has actually been deleted.     Here are the steps to delete your Form 1095-A:   Open your return. Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1095-A if it is still showing up How do I delete a tax return that was created in TurboTax Desktop for Windows? How do I view and delete forms in TurboTax Online? If you deleted your form and still have the error: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".      

Provided there are no complications with your filing, the IRS anticipates that the majority of refunds involving the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) will reach taxpayers by March 2, 2026.   See: When will I get my refund if I claimed the Earned Income Tax Credit or Additional Child Tax Credit? for more information

I was advised by tech support to delete the asset and start over.  I was able to correct the error.   Having said that, I had tried to delete the asset only and not the worksheet so that solution may have worked since the worksheet was probably generating the error, although the as it was deleted. I’ll remember that tip where the worksheet should be deleted first. Thanks again.

I know this is really old but any chance you got an answer? What did you wind up doing? making this income "unearned" not only subjects you to the kiddie tax but lowers the standard deduction and make filing mandatory even if total income is under the threshold. 

You are entering the IRS form 1099-DA using the sales section totals method in TurboTax Desktop Premium.   The IRS form 1099-DA shown does not report cost basis.  I would report either Short-term transaction with basis not reported to the IRS (non-covered) or Long-term transactions with basis not reported to the IRS (non-covered).   Since basis is not reported, you will report I need to adjust my total cost basis and select B (cost basis incorrect on form).  The adjustment code will be reported on the IRS form 8949.   At the screen Now, choose how  to enter your sales, you may also select the one-by-one method of reporting the transaction(s).    

If you did not have a 1095-A, and the software asks you to enter information on that form, go back and verify that you didn't mistakenly select YES to Do you have form 1095-A.     Go back to the 1095-A screen and review your entry. You can also try deleting the form altogether.  How to delete a form:   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return Scroll down to the form you want to delete Select the Form Click on Delete.    What health insurance info do I need to put on my tax return?