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February 23, 2026
2:54 PM
From reading here I see this is a common issue with TurboTax. My daughter filed her taxes as I watched her and she checked the box that someone else can claim her. Same night I filed our taxes and t...
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From reading here I see this is a common issue with TurboTax. My daughter filed her taxes as I watched her and she checked the box that someone else can claim her. Same night I filed our taxes and they were rejected. We checked her form which was already accepted and the box was empty? I watched her check it. Anyway chatted with TT agent and he said get an Identity Pinn for my daughter and re efile ours - did that and still rejected. Seeing on here only thing to do is my daughter file and amended return and I file on paper. Do I need to wait until her amended taxes are done before I mail mine in or can I mail them now?
February 23, 2026
2:54 PM
Topics:
February 23, 2026
2:53 PM
4 Cheers
I'm trying to claim new windows and doors improvement costs for joint occupants using form 5695 and I'm hitting a dead end with what appears to be a bug. I enter the cost of the windows/doors, a...
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I'm trying to claim new windows and doors improvement costs for joint occupants using form 5695 and I'm hitting a dead end with what appears to be a bug. I enter the cost of the windows/doors, along with the respective QMID. I'm then asked, "Did you have any of these residential energy property costs in 2025?", I answer no (as windows/doors are not on the presented list). The next question is "Improvements or replacements installed for enabling property". I am forced to select something to continue, so I select "Windows and skylights". The remaining fields (QMID and cost) are under the header, "Enter information about panelboards, subpanelboards, branch circuits, or feeders.", so I leave those blank. During the review stage, I get the error: "Form 5695: Cost of enabling property must have a value when any enabled property code (A-G) is selected.". If I go back and fill in the QMID and cost fields on that previously mentioned step (about panelboards, etc), I get a new error: "Form 5695: Cost of enabling property should not have a value since the energy property was not installed by you in connection with a home in the United States.". I have no idea how to resolve this bug. I've deleted both 5695 forms, cleared my cache and tried 3+ times, trying every way I can to work around this bug. I have no idea how to resolve it. Pulling my hair out trying to get this to work. Is anyone from Turbotax able to help me? I don't want to pay extra to chat with an expert for what appears to be a software bug.
Topics:
February 23, 2026
2:53 PM
The more important question is really the amount on line 22. You can't use the clean energy credit to remove self-employment tax. Self-employment tax is just social security and medicare charged on...
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The more important question is really the amount on line 22. You can't use the clean energy credit to remove self-employment tax. Self-employment tax is just social security and medicare charged on the amounts you earned from the book author thing. On the upside, it should have removed any tax from before that as well as carried into next year to deal with income tax then.
February 23, 2026
2:52 PM
Hi, I live in OH and work in KY. My employer did not withhold state taxes for me in KY as there is a reprocitity agreement between KY and OH. They only withheld taxes for OH on one paycheck becuase ...
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Hi, I live in OH and work in KY. My employer did not withhold state taxes for me in KY as there is a reprocitity agreement between KY and OH. They only withheld taxes for OH on one paycheck becuase my paperwork got messed up. As such I know I need to pay income taxes for OH. My employer withheld taxes for the locality that I live in and the one I work in. The locality I live in lets us deduct the amount that we pay to other localities from the amount they pay them. How do I indicate that I do not need to pay income taxes in KY but need to recieve a credit towards my locality?
Topics:
February 23, 2026
2:51 PM
1 Cheer
Found the problem. In the end it was user error (mine). Error corrected and return was accepted
February 23, 2026
2:51 PM
Just saw Acorns on the list today.
February 23, 2026
2:50 PM
1 Cheer
Same problem: "T. Rowe Price Brokerage" is not listed for importing, despite the fact that my 2025 1099 paper copy has been issued. Like others who have reported this problem, I was able to get the ...
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Same problem: "T. Rowe Price Brokerage" is not listed for importing, despite the fact that my 2025 1099 paper copy has been issued. Like others who have reported this problem, I was able to get the T. Rowe Price Mutual Fund import, but not the Brokerage side. The T. Rowe Price website instructions say to select: "...T. Rowe Price Brokerage Accounts to retrieve Brokerage accounts, and click Continue." TRP must think it's listed. Could Intuit get this fixed?
February 23, 2026
2:50 PM
Self employment income's SS & Medicare tax? That can be due even if your Std Deduction brings your regular taxable income down to zero.
February 23, 2026
2:49 PM
Topics:
February 23, 2026
2:48 PM
Desktop version will not allow me to purchase a 2nd state. It states try again or check back in a bit. Same error occurs every time I try to purchase 2nd state.
February 23, 2026
2:48 PM
Maybe you have a piece of data stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).
Online version:
...
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Maybe you have a piece of data stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).
Online version:
Delete the form/ worksheet- if possible, see How to Delete
Log out of your return and try one or more of the following:
Don't use Internet Explorer.
Clear cache and cookies,
Sign in using a different browser.
Sign in using a different device.
Log back into your return.
Enter the information again.
Desktop version:
Delete the form 1099-DIV
Save your return while closing the program.
Update the program
Open
Enter the information again.
February 23, 2026
2:48 PM
I'm also having this issue. I've deleted both 5695 forms, cleared my cache and tried again. I'm trying to claim new windows and doors improvement costs for joint occupants. After entering the co...
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I'm also having this issue. I've deleted both 5695 forms, cleared my cache and tried again. I'm trying to claim new windows and doors improvement costs for joint occupants. After entering the cost of the windows/doors. I'm asked, "Did you have any of these residential energy property costs in 2025?", I answer no (as windows/doors are not on this list). The next question is "Improvements or replacements installed for enabling property". I am forced to select something to continue, so I select "Windows and skylights". I leave the QMID and cost fields under "Enter information about panelboards, subpanelboards, branch circuits, or feeders." blank. During the federal review stage, I get the error: "Form 5695: Cost of enabling property must have a value when any enabled property code (A-G) is selected.". If I go back and fill in the QMID and cost fields on that previously mentioned step (about panelboards, etc), I get a new error: "Form 5695: Cost of enabling property should not have a value since the energy property was not installed by you in connection with a home in the United States.". I have no idea how to resolve this bug. Pulling my hair out trying to get this to work. I'm starting to regret self-filing with Turbotax.
February 23, 2026
2:48 PM
Thanks, that was helpful. So the message is I should wait for the refunds before processing. That makes sense. Then once Virginia processes the amendment they will ask me to pay back the difference i...
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Thanks, that was helpful. So the message is I should wait for the refunds before processing. That makes sense. Then once Virginia processes the amendment they will ask me to pay back the difference in refunds.
February 23, 2026
2:48 PM
1 Cheer
@TWJ4899 wrote:
Roth IRA comes from after-tax dollars. When the Roth IRA is changed to Traditional IRA, how does it taxed upon withdrawal? Does it being tax twice since it comes from after-tax ...
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@TWJ4899 wrote:
Roth IRA comes from after-tax dollars. When the Roth IRA is changed to Traditional IRA, how does it taxed upon withdrawal? Does it being tax twice since it comes from after-tax dollars ? Is there a provision to keep track of the cost basis to taken this into account?
If you recharacterize a Roth contribution as a traditional IRA contribution, it will either be tax-deductible or non-deductible, depending on your other tax factors.
https://www.irs.gov/retirement-plans/ira-deduction-limits
If it is deductible, you take a deduction on your tax return. If it is non-deductible, this creates an after-tax basis in the IRA. This is tracked on form 8606. There are two basic options at this point.
1. If you have no other tax-deductible money in any IRA account, so that your only IRA funds are these non-deductible funds, you can convert the IRA to a Roth IRA, and because the money was already taxed (non-deductible) the conversion is tax-free except for any gains or interest. This is called a backdoor Roth IRA. (And remember, workplace accounts do not count as IRAs, because they are under different tax codes, but you must aggregate together all your IRA accounts as one amount for this purpose.)
2. If you have mixed deductible and non-deductible funds in your traditional IRA, you keep track on form 8606, which you need to keep basically for the rest of your life, unlike most other tax papers that you only need to keep 3 or 6 years. When you retire and start withdrawing, part of your withdrawal is non-taxable, using the pro rata rule. For example, suppose the balance is $100,000 and you have $7,000 of non-deductible basis. 7% of your withdrawal would be non-taxable since it was already taxed. This continues to be tracked on form 8606 until you empty all your accounts.
If you are in a position where you have no other tax-deductible IRA money, you can do a backdoor Roth conversion. If you do have deductible IRA money, it is much simpler to withdraw the excess rather than recharacterize it and then have to keep track for the rest of your life.
February 23, 2026
2:47 PM
Hello! The process had me do WI first, since that is my resident state. The Schedule OS did not populate at all because of that. I deleted WI, went through the MN process, then added WI back. Sch...
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Hello! The process had me do WI first, since that is my resident state. The Schedule OS did not populate at all because of that. I deleted WI, went through the MN process, then added WI back. Schedule OS populated at that point, however the PDF was still blank. I deleted both states after that and started with MN first then added WI. Schedule OS populated (just like before), but the PDF was still blank. Then I made a copy of Schedule OS and manually filled it in and deleted the original generated by TurboTax. The PDF was still blank. It is not an issue of the Schedule OS populating data initially. There is information on there when I look at the state. It is the PDF itself that populates absolutely zero data. Not even my name or the state for which it exists. See the screenshot from my previous message. That is the screenshot from the PDF that is supposed to be my final return. Thanks, Brandi
February 23, 2026
2:46 PM
It's possible to be able to take a QCD without needing to take an RMD. If you were born after December 31, 1951, you were not required to take an RMD for 2025 and should not have to fill in an RMD n...
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It's possible to be able to take a QCD without needing to take an RMD. If you were born after December 31, 1951, you were not required to take an RMD for 2025 and should not have to fill in an RMD number in TurboTax. But you do need to be at least 70.5 years old at the time of the QCD in order to make one. So if you qualified to make a QCD in 2025 but were born in 1952 or later, that would be why you are unable to access the Step 5 listed above. And in this case, there would be no RMD entry that you need to make.
February 23, 2026
2:46 PM
The forms in your amended return are only forms that have changed due to numbers you enter. Otherwise, it will only show the 1040-X and form 1040. If you make changes to the return then you will se...
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The forms in your amended return are only forms that have changed due to numbers you enter. Otherwise, it will only show the 1040-X and form 1040. If you make changes to the return then you will see other forms added.
February 23, 2026
2:45 PM
@wjan31 And ONLY the first three characters...not the whole number.