All Posts

Follow-up to CatinaT 1 post of 2/16/2026.  On Monday (2/23/26) Schwab posted a memo in my account stating that data was now available, as opposed to an earlier email that stated updated data would be available 2/27/26. I tried to download on Tuesday (2/24/26) and received an error message 590.   This morning (2/25/26) I tried again using an Edge browser and instructions outlined in the post CatinaT on 2/16/26. In addition, I cleared the cache and cookies, set Tracking prevention to Basic, Site permissions/ All permissions/ Local network Access to Allowed (the dialog box "Ask before accessing" is turned on.   On downloading a dialog box will pop-up asking to allow or deny access to my hard drive. Click allow and the download was successful for all my Schwab accounts.   FYI: I was not using VPN and did not disable my Norton 360 anti-virus.  

Thanks @Montanagal1 . I am also having to do that for my situation in North Carolina. Right now my estimated payment amounts look too high. I still need to go over the instructions for that form from NCDOR to see what is wrong. These estimated payment sections seem to be a bit of an afterthought for TurboTax. The instructions are non-existent or incomplete. This is my first year doing estimated payments so I'm figuring it all out for the first time.

Never used it or never enrolled in it?   When the IRS rejects your return due to marketplace coverage, it means they are being told by the Marketplace that you had coverage through the marketplace and the policy you were on received an Advanced Premium Tax Credit.   If you never used the insurance, but you were enrolled in it, you will still have a 1095-A from the Marketplace.  Whether or not you used it, does not affect if it needs to be reported.  If you did not receive the 1095-A, you can contact the Marketplace to get your form.  You will then enter it on your return by selecting the following: Federal Deductions and Credits Medical Affordable Care Act (Form 1095-A) Also, if you were covered on a policy that someone else was the primary policy holder (such as your parents- who no longer claim you as a dependent) you will need to enter their form on your return (even if you never  used the insurance).  If this is the case, then  after you enter the 1095-A on your return, you will need to select I shared this policy with another tax payer.  You will then be given the opportunity to allocate the policy between you and the other taxpayer.  This number can be any number between 0% to 100% as long as you and the other party agree to that percentage and it adds up to 100%. If you cannot agree, then you would split it based on the number of people on the policy (ex. 2 people=50%, 4 people=25%)   If you have other coverage and you are enrolled because you are on someone else's policy, then you will need to have them remove you from the policy.    If you NEVER ENROLLED in marketplace insurance, you will need to contact the Marketplace to find out why they are reporting to the IRS that you did have insurance through them.        What is the Premium Tax Credit (PTC) and What is Tax Form 8962?

If your referring to the process of paying with your refund.   Before you complete the filing process, you provide for the payment to TurboTax. If you choose "Pay with my Refund" the TurboTax fees, along with a bank processing fee will be deducted from your refund amount. The balance will be deposited to your personal account. If you chose this option, your refund wasn't intercepted. However, it was sent to a different bank to process the TurboTax payment, and then it will be sent to your bank.

Instead of a refund tracker which is updated at each step of the filing process, TurboTax now displays the refund or taxes due only in the Federal Review section of TurboTax Online, after you have entered all your income, deductions and credits.   Please read this TurboTax Help article for more information.

My token number is 1334036.  I cannot get the Schedule F to come up to work on.  Everytime I click on it to "Edit" from the Farm Summary site, I get a message that says "Something Went Wrong" and I am unable to go any further.  I really need this fixed as it is the only thing I have left to complete my taxes.  Please let me know when I can expect it to be fixed,   Thanks   

So if I am a US citizen paid by a foreign university and I go abroad two months a year to teach (pay no local taxes and no local bank account). Do I report what I am paid on a schedule C or a 4852 assuming there is no US presence of the entity. They wire funds to my US account.