All Posts
February 28, 2026
1:59 PM
@sandypaulsen You might be stuck filing that one on paper. Maybe..Maybe not. In prior years, if the reason for the rejection was an erroneous SSN, that needed correcting, then that rejected on...
See more...
@sandypaulsen You might be stuck filing that one on paper. Maybe..Maybe not. In prior years, if the reason for the rejection was an erroneous SSN, that needed correcting, then that rejected one did count as one of the 5. But to call TTX Customer Support...See: How do I contact TurboTax?
February 28, 2026
1:59 PM
Topics:
February 28, 2026
1:56 PM
Take a look at the following TurboTax help article for instructions to enter your Roth IRA contribution. Pay close attention to the messages on the screen as you go through this section in case ther...
See more...
Take a look at the following TurboTax help article for instructions to enter your Roth IRA contribution. Pay close attention to the messages on the screen as you go through this section in case there are additional steps you should take.
Where do I enter my traditional or Roth IRA contributions?
February 28, 2026
1:56 PM
does it take a few days from when LPL posts forms to when they can be imported? I put in the account and form number but nothing imports. It just says its thinking
February 28, 2026
1:56 PM
Deleted and resubmitted form without benefit. Quit TT and restarted computer, no new updates as just updated and no change in issue. Went back and deleted 5695 again and for some reason it worked t...
See more...
Deleted and resubmitted form without benefit. Quit TT and restarted computer, no new updates as just updated and no change in issue. Went back and deleted 5695 again and for some reason it worked this time and shows my credit. So not sure what the issue was - could be related to the cache. Will see if it sticks for a while before filing my return at this point given the delays others seem to have had. If you had not tried deleting the form, quoting TT and then restarting the computer, re-opening TT and adding back Form 5695 via the Easy Step Update, it worked for me for this minute.
February 28, 2026
1:56 PM
I inherited the stock in 2003 and they confirmed the date and cost, but refused to send the info on the 1099 so I entered on the tax form
Topics:
February 28, 2026
1:54 PM
Do not change your return and do not remove your child. As long as this is your child and you meet the requirements for claiming your child as a dependent, you should file as normal but will have to ...
See more...
Do not change your return and do not remove your child. As long as this is your child and you meet the requirements for claiming your child as a dependent, you should file as normal but will have to mail the return as indicated by DoninGA.
Who can I claim as my dependent?
Rules for Claiming Dependents on Taxes
A person who tries to claim a child and is not the custodial parent is not allowed unless you have signed a Form 8332 allowing the non-custodial parent to claim the child.
@tctink14
February 28, 2026
1:53 PM
@Blizzard1 Unfortunately, the question in the interview is misleading for your situation... If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that numb...
See more...
@Blizzard1 Unfortunately, the question in the interview is misleading for your situation... If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES). Answering YES will use the box 2a $$ amount on your for 1040. Check lines 5a and 5b before and after entering that 1099-R. (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though) ____________________________________________________
February 28, 2026
1:53 PM
Topics:
February 28, 2026
1:53 PM
It's a far from intuitive process, but it worked. Thanks for your assistance.
February 28, 2026
1:51 PM
LIVE ASSISTED
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm
FULL SERVICE
https://turbotax.intuit.com/personal-taxes/online/live/full-service/
February 28, 2026
1:51 PM
Hello @MonikaK1. Thanks for the info, but as I said.. no, I never entered anything related to a Canadian pension. This is 100% a TurboTax software bug, so please don't blame the user.
February 28, 2026
1:51 PM
Thank you! So, just to make sure i have understood: I enter it under Foreign Earned Income but I don't exclude it. And then I go to the Foreign Credit section to request credit for the taxes paid on ...
See more...
Thank you! So, just to make sure i have understood: I enter it under Foreign Earned Income but I don't exclude it. And then I go to the Foreign Credit section to request credit for the taxes paid on that income? Sorry to be so dense...
February 28, 2026
1:51 PM
So if I'm understanding this article correctly, say most my work is outside of my home, but I have a 'home office' space in my home with a computer and other stuff I use only for work related stuff l...
See more...
So if I'm understanding this article correctly, say most my work is outside of my home, but I have a 'home office' space in my home with a computer and other stuff I use only for work related stuff like invoicing, bookkeeping, etc, then that would qualify as a principal place of business, and all the miles I drove for work would be tax deductible?
February 28, 2026
1:51 PM
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
See more...
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
On State estimated taxes for 2025, click on the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
February 28, 2026
1:50 PM
I wish I had more information from dead brother’s 2024 Return, but H&R Block did it so there is nothing in Turbotax for it since I did not prepare his 2024 Return. Had I known he was paying them ...
See more...
I wish I had more information from dead brother’s 2024 Return, but H&R Block did it so there is nothing in Turbotax for it since I did not prepare his 2024 Return. Had I known he was paying them $290, I would have offered to prepare it for a lot less, LOL. I have only the figures from last year and the 2 1099’s, so I guess I’ll need to follow IRS Instructions, page 32, for calculating the amount of taxable Social Security Income. Thank you for the info, probably others will be able to learn from the detail yoi provided in relation to Turbotax. I won’t be filing his Return through Turbotax bc it is incredibly simple, taxable Retirement Income & the Tax withholding, no other income or deductions whatsoever.
February 28, 2026
1:50 PM
1 Cheer
Since this is below the dependent filing requirement of $1,350 in unearned income, it should not be reported on your tax return, per the IRS instructions for Form 8814. This isn't your income, so you...
See more...
Since this is below the dependent filing requirement of $1,350 in unearned income, it should not be reported on your tax return, per the IRS instructions for Form 8814. This isn't your income, so you don't have the right to the capital losses, in any case.
Review the dependent filing requirements separately for your state tax return instructions.
You'll want to review the custodial 1099's for any federal or state tax withholding, in which case you may file a tax return for them to receive a refund.
See TurboTax FAQ - What's the Kiddie Tax?:
The Kiddie Tax applies if your child:
has unearned income (usually from investments) exceeding $2,700
is required to file a return
isn’t filing jointly
is under age 18 (or under age 24 if a full-time student) as of January 1, 2026
How is Kiddie Tax calculated?
The Kiddie Tax only applies to unearned income in excess of $2,700.
$0 - $1,350 isn't taxed.
$1,351 - $2,700 is taxed at the child’s tax rate.
Over $2,700 is taxed at the parents’ marginal tax rate.
Note that if the child has earned income in excess of the standard deduction (such as wages from part-time employment) they will be required to file their own tax return and include the UTMA investment income (the 1099's) on their own.
Learn more: IRS - Topic no. 553, Tax on a child's investment and other unearned income (kiddie tax)
February 28, 2026
1:50 PM
Having the exact same issue. I spent over 2 hours on the phone with TurboTax today and got no where. They opened an "investigation", which was closed within 15 minutes with no resolution.
February 28, 2026
1:50 PM
How do I input quarterly federal and state tax payments made?
Topics:
February 28, 2026
1:50 PM
Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there. Otherwise, po...
See more...
Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there. Otherwise, post your question here and someone will try to help.
To call TurboTax customer support
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh