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February 22, 2026
7:34 PM
In TurboTax, in the Michigan state income tax return, the Pension Deduction Worksheet assigned code G (Government or Public pension) to a pension distribution reported on an IRS form 1099-R. The pen...
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In TurboTax, in the Michigan state income tax return, the Pension Deduction Worksheet assigned code G (Government or Public pension) to a pension distribution reported on an IRS form 1099-R. The pension deduction is reported on the Michigan form MI-1040 line 13. In the Michigan state income tax return, at the screen Retirement Income and Pension Summary, code G was assigned. What is a Retirement and Pension Subtraction? It is a subtraction of all eligible retirement income from your Michigan taxable income. @julesjag
February 22, 2026
7:33 PM
That does not exist. The only choices I see under Deductions & Credits are Property (real estate) taxes; Medical Expenses; Deductions and credits summary. Please help!
February 22, 2026
7:29 PM
I am also seeing this same error in TurboTax Desktop 2025. In past years it would always switch the state return to match the deduction method used in the federal return (as is required by Maryland l...
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I am also seeing this same error in TurboTax Desktop 2025. In past years it would always switch the state return to match the deduction method used in the federal return (as is required by Maryland law). This appears to be a bug.
February 22, 2026
7:26 PM
Have you been able to enter yours and your wife's SSA-1099 information into TurboTax? If yes, then I think you should be able to update the Canadian form and use: "delete the form (trashcan) in t...
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Have you been able to enter yours and your wife's SSA-1099 information into TurboTax? If yes, then I think you should be able to update the Canadian form and use: "delete the form (trashcan) in the Canadian Pension area...but DO NOT Continue out of that page. Just jump to another area entirely by clicking a different section selection in the menu...like click on Deductions&Credits". You can then click on Federal Review and see if there are any errors. If no errors, you should be able to go to the next section of your tax return and continue using TurboTax. I you were not able to enter your SSA-1099s then you are probably correct that a TurboTax update with a proper fix to this problem will be needed.
February 22, 2026
7:25 PM
I have a detailed record of my tip income from my POS software under Transaction Reports, but it is not called out on the 1099-K they allow me to download. When will Turbo Tax have a fix for self-emp...
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I have a detailed record of my tip income from my POS software under Transaction Reports, but it is not called out on the 1099-K they allow me to download. When will Turbo Tax have a fix for self-employed filers to deduct tip income for tax year 2025?
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February 22, 2026
7:23 PM
What are the full set of category names, and headers to use?
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February 22, 2026
7:22 PM
Since you didn't have any taxes withheld on you unemployment compensation, you will enter 0. Unemployment is taxable income on your federal return.
For more information regarding unemployment c...
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Since you didn't have any taxes withheld on you unemployment compensation, you will enter 0. Unemployment is taxable income on your federal return.
For more information regarding unemployment compensation, refer to the TurboTax article Guide to Unemployment and Taxes.
February 22, 2026
7:21 PM
FYI for Current and Future Clients Cookies from Chrome Browsing Caused Info on my MO and KS State Tax Returns to be Input Erroneously this Year when Filing Online. It Saved Details Originally Entere...
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FYI for Current and Future Clients Cookies from Chrome Browsing Caused Info on my MO and KS State Tax Returns to be Input Erroneously this Year when Filing Online. It Saved Details Originally Entered that were Subsequently Deleted, Not Updating my Forms Appropriately. I'm Now at Risk of Having to Make 2 Amendments due to No Fault of my Own. Per Customer Support/The Troubleshooting Team, this is a Known Issue TurboTax is Aware of with how Chrome Interfaces with its Software. For Any TurboTax Experts/Employees who may Come Across this Post and have Influence with Passing Along Feedback and Implementing Changes, Please Advise/Encourage Customers to File their Taxes via Microsoft Edge to Potentially Avoid this Cookies Issue.
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February 22, 2026
7:20 PM
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February 22, 2026
7:18 PM
@ thatrobert I did some detective work and discovered you posted in another thread about Form 1099-Q and a problem in regard to an Oregon state return. So I now know what the "same issue" is. ...
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@ thatrobert I did some detective work and discovered you posted in another thread about Form 1099-Q and a problem in regard to an Oregon state return. So I now know what the "same issue" is. https://ttlc.intuit.com/community/taxes/discussion/when-submitting-turbotax-has-an-issue-with-my-1099-q-and-puts-my-state-return-saying-there-s/00/3791881 So hopefully someone will help you in that thread, or it's possible someone may post in this thread, but in order to catch the attention of someone familiar with a 1099-Q problem in this thread, you should mention that in the title of your question. If you want to change the title of this thread, just to the right of your subject title is a tiny blue 3-dot icon. When you click it, you can choose "Edit" in a dropdown.
February 22, 2026
7:17 PM
I've had 1099 B's. They were imported from my Wells Fargo brokerage all at once which turned out to be a pain in the neck. When I got to the review phase I had 400 errors ...basically it wanted me t...
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I've had 1099 B's. They were imported from my Wells Fargo brokerage all at once which turned out to be a pain in the neck. When I got to the review phase I had 400 errors ...basically it wanted me to flag each transaction as taxpayer spouse or joint. The good news was 95% of them were my wife's so I defaulted everything to s and then manually flipped about a dozen or so to J. The errors went away. However I'd like to somehow check that the J entries tie out to my paper copy and I can't find a form in TurboTax anywhere that shows this information. AI has a bunch of suggestions none of which work. I am wondering if next year I should import one of my Wells Fargo accounts at a time Go in set the ownership then import the next. I know you can just manually key in the totals and send a paper copy however I had to make some calculations for some transactions where date of acquisition wasn't available and cost basis wasn't available etc I had already done that this year and I wasn't on doing all that. Where can I go to see a summary of my J transactions now ... I can't find them. Finally if you look at the capital asset worksheets there's a nice summary on there no owner appears even though the errors are gone perhaps that's because it's a summary sheet and is a combination of transactions I don't know.
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February 22, 2026
7:17 PM
TurboTax classifies pension distributions as annuities because the IRS categorizes both of these on the same line on your tax return (Form 1040, Lines 5a/5b) because they are treated similarly for ta...
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TurboTax classifies pension distributions as annuities because the IRS categorizes both of these on the same line on your tax return (Form 1040, Lines 5a/5b) because they are treated similarly for tax purposes, especially if you receive your pension distribution in regular, periodic payments.
A pension plan that pays a regular income for life is technically a type of annuity. TurboTax uses the same input screens to calculate the taxable amounts.
If box 2b on your Form 1099-R is checked, or if you indicated in your TurboTax program that you received regular payments from your pension plan, TurboTax defaults to ask for "annuity" details to determine the taxable amount.
If you think there is an error, you can get back to these screens in TurboTax to make sure that you have answered everything correctly and to make sure that your Form 1099-R has been properly reported as follows:
Click on Search at the top right of your TurboTax screen
Type Form 1099-R in the search box
Click on the link Jump to Form 1099-R
Select the appropriate Form 1099-R and continue through your TurboTax screen to make sure you have answered all follow-up questions properly.
You can also review your Form 1099-R entries by clicking on the pen icon next to your Form 1099-R
Please return To Community if you have any additional information or questions and we would be happy to help.
February 22, 2026
7:17 PM
My tax 1099-G form from unemployment compensation didn’t have any taxes withheld
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February 22, 2026
7:16 PM
Notice from irs cp 005
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February 22, 2026
7:16 PM
TurboTax doesn't automatically ask you to enter your estimated payments. You can enter your estimated tax payments that you paid towards your 2025 state taxes to Hawaii in the Deductions & Credits S...
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TurboTax doesn't automatically ask you to enter your estimated payments. You can enter your estimated tax payments that you paid towards your 2025 state taxes to Hawaii in the Deductions & Credits Section of TurboTax. Follow the instructions below:
Go to the Deductions & Credits Section
Select Estimates and Other Income Taxes Paid
Select Start under estimated tax payments
Select Start next to State estimated taxes for 2025.
Refer to the TurboTax Help article Where do I enter my estimated tax payments? for navigation instructions.
[Edited 02/22/26| 7:45am PST]
February 22, 2026
7:16 PM
There is no way that I can find to enter a QCD into my 1099-R form. "Help" says TT will ask if any part of the distribution was a QCD. Well, it DOES NOT ask that. Then I tried to find where to ente...
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There is no way that I can find to enter a QCD into my 1099-R form. "Help" says TT will ask if any part of the distribution was a QCD. Well, it DOES NOT ask that. Then I tried to find where to enter my estimated taxes that I paid. Can't find that either. What do I do? I NEVER had such problems with TT Desktop for the past twenty or so years.
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February 22, 2026
7:16 PM
Under the Capital Loss Carryover section, I entered the following: Info from your 2024 tax return Net long-term capital gain/loss -$2,714.00 Allowable loss -$2,713.00 ...
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Under the Capital Loss Carryover section, I entered the following: Info from your 2024 tax return Net long-term capital gain/loss -$2,714.00 Allowable loss -$2,713.00 After I proceed to the next screen, I see: Capital loss carryover from 2024 $0.00 All capital losses used in 2025 $0.00 When printing my return, under Schedule D, line 14, it is blank. Why?
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February 22, 2026
7:13 PM
I have a security question. When I go thru the process of downloading my tax forms, I get the message that Turbotax (Intuit) program will have FULL access to my account including IRAs and Checking ac...
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I have a security question. When I go thru the process of downloading my tax forms, I get the message that Turbotax (Intuit) program will have FULL access to my account including IRAs and Checking account. Last year such access was not required. Why is TT requiring full access and how do I limit the access to tax forms only
February 22, 2026
7:13 PM
To determine the amount of your spouse's Georgia Teachers Retirement Adjustment, you would need your contribution records during the required timeframe of July 1, 1987 through December 31, 1989.
...
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To determine the amount of your spouse's Georgia Teachers Retirement Adjustment, you would need your contribution records during the required timeframe of July 1, 1987 through December 31, 1989.
Only you and the retirement plan administrators know your contributions. You may be able to get the records from them if you no longer have them. You may be able to contact the organization at this website.
This TurboTax Help states:
Georgia allows a subtraction from your retirement income equal to the contributions made from July 1, 1987 through December 31, 1989 that were not deductible by Georgia.
The purpose of this adjustment to Georgia income is to allow a one-time deduction, as retirement plan distributions are received, of previous nondeductible plan contributions.
February 22, 2026
7:12 PM
@thatrobert wrote: "I'm having the same issue." "Same issue" is indeed general. There are lots of issues that could be "same" to someone. Can you narrow the issue down to see if someone migh...
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@thatrobert wrote: "I'm having the same issue." "Same issue" is indeed general. There are lots of issues that could be "same" to someone. Can you narrow the issue down to see if someone might be familiar with that topic? This is a public Internet forum, so be sure not to post any personal info.