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a month ago
The forms download will work for 1099-Div and 1099-Int but not for 1099-B
a month ago
In the premier version how di I find a schedule to add to my list of forms to add a federal tax refund
a month ago
Every year it's the same nightmare, trying to enter a 1099-Q from a 529 to Roth rollover and a 1099-Q with matching 1098-T when the 1099-Q funds are completely used for educational expenses. Support ...
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Every year it's the same nightmare, trying to enter a 1099-Q from a 529 to Roth rollover and a 1099-Q with matching 1098-T when the 1099-Q funds are completely used for educational expenses. Support just tells me "yeah, looks like that's broken, just wait for an update" or the app says "we don't support that yet, just wait" (last year, I just had to lie in the intake/interview process). I see the IRS 970 instructions say "Don’t report qualifying rollovers (those that meet the above criteria) anywhere on Form 1040, 1040-SR, or 1040-NR. These aren’t taxable distributions." This certainly seems to support not filing anything for the Roth rollover (trustee-to-trustee, 15 years, same beneficiary, 5 years, etc., rules are all met) I also see similar in places like TurboTax support for actual educational expenses. "TurboTax Tip: Beneficiaries are not required to report distributions on their tax return as long as the distributions are used for qualified education expenses." but they provide no supporting IRS document. And this specifically says beneficiaries - the payout was to me, the account owner who made the payments, not my kid, the beneficiary. Anyone have an actual IRS source for guidance on this?
a month ago
Thanks again for all your help!! Much appreciated!!
a month ago
Meant to also say I cleared the cookies and cache after clearing the Homestead Credit form and starting over.
a month ago
I have no asset or expense claims, just a t4a inputted for one gig. I cannot file due to the CCA mis-match with turbotax. What is the timeline on this being fixed?
Topics:
a month ago
I have enough to pay it and it won’t work
Topics:
a month ago
Yes, on the MI-1040 (using online TurboTax), the zip code is formatted as the full zip code: 48442-1154. So it is formatted correctly there, but not on the MI Homestead Property Tax Credit Claim for...
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Yes, on the MI-1040 (using online TurboTax), the zip code is formatted as the full zip code: 48442-1154. So it is formatted correctly there, but not on the MI Homestead Property Tax Credit Claim form (MI 1040CR).
a month ago
Yes, this has to do with an update to form 1116. This return cannot be filed at this time due to a processing error that will be corrected on February 27, 2026. On or after this date, open the rejec...
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Yes, this has to do with an update to form 1116. This return cannot be filed at this time due to a processing error that will be corrected on February 27, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
@Bingpot
a month ago
It depends. If there is any withholding from some sources of your income this could be a factor in the calculation of estimated payments.
As you step through the screens answer any questions a...
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It depends. If there is any withholding from some sources of your income this could be a factor in the calculation of estimated payments.
As you step through the screens answer any questions and you can choose not to print the vouchers if you decide you don't want them. Follow the steps in the link below.
How do I print estimated tax vouchers? - Steps printed below for convenience.
Open or continue your return.
Navigate to the 1040-ES section:
TurboTax Online/Mobile: Go to the 1040-ES screen under Other Tax Situations.
TurboTax Desktop: Search for 1040-es and select the Jump to link or,
Go to Federal Taxes.
Go to Other Tax Situations.
Under Other Tax Forms, select Start or Update next to Form W-4 and estimated taxes
You can always use the vouchers from the IRS and put in the amount you want to pay. IRS 1040-ES 2026 & Instructions
Please update here if you need further assistance and we will help.
a month ago
Thanks. I am using online Do It Yourself Premium. There is no trashcan next to spouse's name. I didn't enter anything for my spouse. I deleted the "Personal Worksheet (Untitled)" form and I ...
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Thanks. I am using online Do It Yourself Premium. There is no trashcan next to spouse's name. I didn't enter anything for my spouse. I deleted the "Personal Worksheet (Untitled)" form and I am still blocked by TurboTax to e-file. After deleting the "Personal Worksheet (Untitled)" form below screen comes back again blocking me to e-file. Then I checked the "Delete a form" section again and this form is not even there anymore.
a month ago
Yes, there was an EIN created for her estate. That is what the 1099-S form went to. Do you know if this something that can only be filed on a desktop version?
a month ago
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day soone...
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"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
a month ago
Thanks for replying. I guess I should clarify that I'm the grandparent, rather than student or parent, and I received the 529 withdrawal and then paid the college. I have a 1098-Q for the withdrawal ...
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Thanks for replying. I guess I should clarify that I'm the grandparent, rather than student or parent, and I received the 529 withdrawal and then paid the college. I have a 1098-Q for the withdrawal and have a detailed invoice and a payment receipt from the college. Would I still enter the information in the 1098-T section since I wouldn't receive one from the college? Thanks again.
a month ago
I requested a call back from product support and asked that this be investigated. Please allow 24-48 hours for a call back. We sincerely appreciate your patience.
a month ago
TurboTax does not give a reason why it shows that a vehicle does not qualify. Only later after I got that message did I find that I had mistakenly entered one digit wrong on my vehicle identification...
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TurboTax does not give a reason why it shows that a vehicle does not qualify. Only later after I got that message did I find that I had mistakenly entered one digit wrong on my vehicle identification number. Otherwise my vehicle did meet all of the IRS criteria and when I corrected that digit, TurboTax accepted my information.
a month ago
There was an EIN created for her estate, so the estate received the 1099-S. When completing the 1041 for the estate, will that prompt the Schedule K-1’s?
