All Posts

I entered your numbers into my sch A. The 1116 pulled all but the charity through for me. On the desktop version, you can directly enter the charity onto the form. I was able to get through without an issue. I can't figure out why yours is not coming through unless an update issue. I suggest you delete the form 1116, save your return. Update. You may have to update several times since you may not do it every day like me. Then, try again.   The final situation would be to switch to forms mode and type in the missing information. If you need to do an override, you will need to go back through step by step and see if you can force the program to hold the numbers. Then you can cancel the override and the numbers should stay.

In TurboTax Deluxe, I see 'Wells Fargo' and 'Wells Fargo Clearing Service'.  For 'Wells Fargo' I get a message that documents are not ready for import until Feb. 13.  For 'Wells Fargo Clearing Service', a separate browser window opens to enter credentials.  If this is the path you're following, please share what happens next and we'll try to help.   Since the IRS has copies of all your 1099's consider using the Summary Method if you're unable to import.   @chinsinhawaii   

Gambling To enter the W-2G  or other documents For your Gambling winnings--   Go to Federal>Wages & Income>Less Common Income>Gambling Winnings   You can enter your winnings, and then keep clicking through the interview to enter gambling losses.   https://www.irs.gov/help/ita/how-do-i-claim-my-gambling-winnings-and-or-losses   Gambling winnings are taxable income.  Losses are an itemized deduction.  If you do not have enough itemized deductions to exceed your standard deduction, your losses will have no effect. https://blog.turbotax.intuit.com/income-and-investments/how-are-gambling-winnings-taxed-8891/     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  

@slc22 If you entered the Form 1099-R is the correct location in TurboTax, that information is included with your e-filed tax return.  Just like if you entered a W-2, that information is included with the e-filed tax return. What exactly is the IRS complaining about in the letter you received?   I have been E-filing a Form 1099-R for the last twenty years with TurboTax, no IRS issues whatsoever.   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

This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information  (phone number) you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.

No one can call you from the user forum---but you need to be careful if anyone does call and say they are calling from TurboTax.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.   When did you file your 2024 return?   If you filed it recently (anytime after the end of October 2025) the only way you could file it was by mail.    Did you mail it?    Or did you e-file it before the deadline?  Was the e-file accepted?  

Hello, I made a Roth contribution in 2025 at Fidelity, which is in excess of limits due to my MAGI being too high.   I plan to withdraw the excess plus earnings, prior to tax filing due date. So, when I report in TT my Roth contribution, do I just report the earnings, and not the original amount contributed, or how should this be handled? I fear this would not match the info that Fidelity would provide to the IRS regarding my Roth contribution.   TT does give me the option of reporting a re-characterization of Roth to Regular IRA, but not an option to report a 'timely' withdrawal. (I can't do a re-characterization since I dont have work income).   Also, does TT flag if the Roth Contribution is in excess of IRS limits once all the income numbers are entered (and MAGI calculated)?   Thank-you.    

Your state estimated tax payments will serve as a credit your state tax liability and have to be entered on your tax return.   You enter your state estimated tax payments in the Federal section and they will flow through to your state return.   In TurboTax Online, you can enter the state estimated taxes you paid by following these steps:   Open your tax return Click on Federal in the left-hand column, then Deductions & Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to State estimated taxes for 2025.  

The Form 1099-R section has been available now for three weeks.  Update your software to the latest release Click on Online at the top of the desktop program screen.  Click on Check for Updates (For Mac, click on the TurboTax menu)