All Posts

The deadline for tax filing is approaching. It looks like a common issue(link) that the desktop version doesn't work !!!!!!   WE REALLY NEED a fix.    For folks who purchased desktop version, do you think is there a way we can escalate this issue to a broader audience?

I'm completing my 2025 return with TurboTax online.  My Schwab 1099-DIV reports Box 1a Total Ordinary Dividends $23,110.94 Box 1b Qualified Dividends $22,872.82 Box 2a Total Capital Gains $0.00 Box 7 foreign Tax Paid $1,205.42 Because I reported $1,205.42 in foreign Tax Paid, turbotax instructs me to "...enter the portion of the $23,263.04 dividends and distributions that was from a foreign country or U.S. possession."  I received $9,348.62 in foreign dividends and I entered that into turbotax.  But when turbotax does my Federal Review, it finds a problem here and tells me I need to review that entry.  When I review it, turbotax says, this entry "should not be larger than the dividends and capital gains reported on this Form 1099-DIV ($0.00) ."  I don't understand why it is flagging this as an error.  Although I did not have any capital gains on this 1099-DIV, I did have over $23,000 in dividends.  I tried zeroing out this entry ($0.00 of Foreign Dividends), which is not true but it passes the turbotax Federal Review.  But when I do that I lose $941 from my Federal Refund.  Why is turbotax flagging the $9,349 of Foreign Dividends as an error? What do I need to do to enter the foreign dividends and regain the $941 in my Federal Refund?

Hello, I recently filed my deceased mother's 2025 Federal taxes using Turbo Tax Premier which confirmed she was to receive a refund. I submitted the taxes including a Form 1310 so the refund would be sent to me in my account. Soon after filing I received a 4883C letter in the mail requiring more information before a refund would be processed. I went to the local IRS office with all of the information requested on the letter along with a copy of my mother's notarized will drawn up by her attorney. Since I was the only child of my parents (who were now both deceased), the will was set up to not go through probate. I was designated in the will as the executor/administrator. Up until now that was not a problem settling bills or acquiring her assets. The woman at the IRS office though is saying that I will not be able to receive a refund unless I get a court document confirming me as executor (essentially going through probate) and to fill out a Form 56 along with the Form 1310 I already signed. The person at the office was looking up the information to see if she had it correct and she seemed satisfied with her judgment, so I left not sure if it was 100% correct based on her looking up information on the fly. So I called the 1-800 IRS number shown on the letter I received. After explaining everything to the woman on the phone about the will and how it was set up (without a need to go through probate), she told me that to prove my identity, all I would just need to do is fax IRS a copy of the will showing me as executor, as well as the Form 56 and also a death certificate. At that point, my identity would be accepted. So I have 2 different opinions from 2 different people at IRS and I'm wondering how to proceed. If anyone can provide insight, I'd appreciate it.