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How do I enter multiple QCDs from one IRA into TurboTax? Do I just enter the total of all of them?
Hello -   I am filing Wisconsin Form 2 (Wisconsin fiduciary income tax for estates or trusts) and will be getting a refund 2025... but TurboTax keeps telling me I need to file Schedule U (Underpaym... See more...
Hello -   I am filing Wisconsin Form 2 (Wisconsin fiduciary income tax for estates or trusts) and will be getting a refund 2025... but TurboTax keeps telling me I need to file Schedule U (Underpayment of Estimated Tax by Individuals, Partnerships, and Fiduciaries).  This is obviously erroneous as I actually overpaid (hence the refund).   When I execute the review of my state taxes, Schedule U pops up and the verbiage on the page says: "You have an underpayment penalty.  Your taxable income on Form 2, line 5 is more than $225,000, or you have nondistributable capital gains on Schedule WD, line 16."   Neither of these conditions is true.  In fact, there is not even a Schedule WD as part of this Form.  (Form 2 uses Schedule 2WD.)  Additionally, Schedule U does not retain any changes when I go into the form to edit it with information such as last year's tax liability, so it looks to me like it might Schedule U might just be buggy?    One more data point that tells me that may be the issue is that if I go in the view Schedule U in pdf form, I get an error that says "An error exists on this page. Acrobat may not display the page correctly. Please contact the person who created the PDF document to correct the problem."  Schedule U is that only page that I get that Acrobat error... so I do believe the issue is with the software.    Can someone please review Schedule U for Wisconsin Form 2 and get this fixed?   Thank you.    
Interesting.  I don't pay for TurboTax until I file.
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow ... See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?
Sometimes box d is blank.   Leave it blank when you enter the information from your W-2.
If this is done, Massachusetts taxes will need to be paper filed as it says returns with a withholding that is not on a 1099-G or other common forms cannot be electronically filed. Is there a workaro... See more...
If this is done, Massachusetts taxes will need to be paper filed as it says returns with a withholding that is not on a 1099-G or other common forms cannot be electronically filed. Is there a workaround for the paper filing?
@xpatrick22 wrote: i have 3 differerent brokerages and all 1099Bs are ready by Feb 14, every single year it's feb 14. they give a date and they stick to it. UNLIKE intuit Good for you. I know... See more...
@xpatrick22 wrote: i have 3 differerent brokerages and all 1099Bs are ready by Feb 14, every single year it's feb 14. they give a date and they stick to it. UNLIKE intuit Good for you. I know a ridiculous number of people (friends, family, clients) who have waited until the first week of March for their consolidated 1099s. 
I would if i haven't paid for this POS already. you gonna give me a refund?
How can I change my GA state tax return to itemized deductions if my federal return is using standard deductions
There is an update regarding your tax return. Depending on which version of TurboTax you are using, please follow the steps below to complete your filing:    1. Log in to TurboTax 2. Go to your... See more...
There is an update regarding your tax return. Depending on which version of TurboTax you are using, please follow the steps below to complete your filing:    1. Log in to TurboTax 2. Go to your Federal Return 3. Navigate to the Deductions and section 4. Follow through as before to the Energy efficient home improvements topic 5. Answer as before until the 'Did you install improvements or replacements for enabling property?' Answer Yes  6. Select all that apply for 'Improvements or replacements installed for enabling property' - a selection must be made if an amount and/or QMID is entered. At least one checkbox must be checked. Alternately, remove the entries for amount and QMID if they don't apply.  7. Continue as before 8. Complete review and retransmit your return. ProSeries: Verify the entries for Form 5695, Energy Efficient Home Improvement Credit, If enabled property improvements are claimed, the type of enabled property is a required field. Please review the reason for the reject.    If the reject continues, you may want to file this return via U.S. Mail: print and mail it to the appropriate taxing
@user17713660109  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When ... See more...
@user17713660109  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets
Hey, you know what? There are other DIY tax prep software companies out there. Why don't you use one of those companies?
i have 3 differerent brokerages and all 1099Bs are ready by Feb 14, every single year it's feb 14. they give a date and they stick to it. UNLIKE intuit
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow ... See more...
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?