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Your response is absolutely absurd. You are paid for this? If I were your boss, you would be fired! I can demonstrate to you and to anyone else at TT, that what you said is NOT TRUE! I guess all the responsible staff has left the company and they are stuck with those who could not find employment anywhere else!

Do you want to delete the IL earned income credit?    The state forms will be at the bottom of the list.    Do you qualify for Earned Income Credit on the federal return?      How to delete forms in TurboTax Online  How to delete forms in TurboTax Desktop  

Hi,  Thank you for your response.   When I go to the personal info page, it asks me these things about my wife, 1) State she was a resident of as on Dec 31, 2025 - I write California here 2) If she lived in another state - I write yes, Virginia 3) Date she moved to california - I write the exact date   When I go to my personal info, I answer as below, 1) State you are a resident of as on Dec 31, 2025 - Virginia 2) If youlived in another state - No   It does not mention about any form for my to mark/write part-year resident for my wife and full for me. Please guide.

Intuit TurboTax has had this same bug for TWO years! I know, I have used them for 20 years and know how the software works, or at least how it did work. Just as you, I want a clean copy of the taxes I submitted to the IRS.  Not going to happen, with this inept bunch at Intuit! I have NO INTENTION of EVER USING TurboTax again. You should not either... it is an inferior product and the company does NOT CARE.   Probably bc there are so many other options out there today that surpass TurboTax. I feel as if we should get a refund for the purchase of this garbage sofware! Best to you!

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions - On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and continue

DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”

There appears to be an issue in which one spouse does not see the screen titled "Let's enter [name]'s HSA contributions", which is the screen on which you enter non-payroll HSA contributions. Is this your issue?   You can either wait for the fix, which may be weeks away, or use Forms mode in the desktop product to manually enter the non-payroll contribution on line 2 of your 8889. Remember that each spouse may have a 8889, so the 8889-T is the primary taxpayer (the name listed first), while the 8889-S is the spouse.   I do want to note that such an override may obviate the Tax Accuracy Guarantee, and it may prevent you from e-filing (I don't know what will happen in your case). Make the override on line 2.A.

I would like to verify that this is true, as I have the same situation and would very much prefer to take the Scheule-1, Form 7206 deduction, but I read that I am not eligible.  My circumstance is as follows:   1.  As a retiree (state government), I pay the full premium ($27,000 +) on the state plan (non-COBRA), which I elected to stay on with.  I received 1095-C with code "1G".  The payments are deducted from my pension. 2.  I am 50-50 partners (my wife and myself) in a Schedule-E Partnership which operates profitably, in excess of the health insurance premium amounts.   The instruction for form 7206 have two series of criteria: 1.  Four bullets, of which #2 applies to me (see "A" below) 2.  3-bullets, of which bullet #2 could apply to me (see "B" below)   A.  I meet the first criterion on the instructions for Form 7206 (net earnings reported on Schedule K-1, Form 1065, box 14, Code-A). B.  I do not meet the 2nd criterion since the partnership does not reimburse me "and report the premium amounts on Schedule K-1 (form 1065) as guaranteed payments to be included in my gross income".   I presume that I could have the partnership make guaranteed payments and therefore satisfy "B" (above), but it is my understanding that I am still ineligible for the deduction per the language on P.2 of the Form 7206 instructions "You can't take the deduction for any month you were eligible to participate in any employer subsidized health plan ..." since the State plan (or any 50+ employee plan) would be considered to be "employer subsidized", even if I pay 100% of the premiums.   If anyone can clarify, I would very much appreciate it.  It appears that the only avenue for deduction may be via Schedule-A, which is rather disadvantageous. 

Only the state can explain --- TurboTax receives no information from your state after you file your return.  No one at TT knows about the reduction/offset of your state refund.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

Sorry if my point about using 1% was distracting.  I only pointed it out to show that TT is able to correctly handle non-zero allocations (even non-zero allocations very close to 0%), but makes a mistake when it encounters a zero allocation. I'd rather not use a 1% allocation as it ends up costing us money.     If I use a 1% allocation for Jan - Aug, TT calculates small PTC repayment amounts for those months, and the correct (larger) repayment amounts for Sept to Dec.  In that case the 8962 amounts are calculated at a 1% allocation for Jan to Aug and a 100% allocation for Sept to Dec.    But changing to a 0% allocation for Jan to Aug zero's out all months of the PTC repayment, including the PTC repayment for Sept to Dec.  This is incorrect as I do owe the Sept to Dec PTC repayment.  (Since the other tax family was not covered by this plan from Sept to Dec, the Sept to Dec PTC repayment would not be repaid by them.)   This can be tried in the scenario you tested by including premiums for all twelve months and then adjusting the income to be high enough so that the maximum premium assistance is less than the monthly advanced PTC.   At a 1% allocation for Jan to Aug, the repayment would be small for Jan to Aug and larger for Sept to Dec.  Here's what that looks like:   1095-A:   Adjusting income so that my monthly contribution is $645, this generates the following 8962.  Notice that Jan to Aug results in small PTC repayment amounts, while Sept to Dec results in larger PTC repayment amounts:     If I then change the Jan to Aug allocation from 1% to 0%, the following is the resulting 8962.  Note that there is no repayment shown (and is blank for all values):     What I expected for the 0% allocation was zero's for Jan to Aug, and non-zero numbers for rest of the year (the Sept to Dec numbers for 0% should be the same as the Sept to Dec numbers for 1%).   @MarilynG1  

I'm having the same issue trying to add a heat pump water heater. When I look at the Forms view, it accepts the amount for the heater, but on the next line it is supposed to multiply the total by .3, and instead it leaves it blank. Seems like this form is not functioning properly.

If your 1099-DIV failed to import correctly, I would advise entering the 1099-DIV manually.  There's only a few pieces of info involved.    If you have any Foreign Tax on your 1099-DIV it will transfer to the Foreign Tax Credit section for you automatically, and you can step through the interview to indicate the amount of Foreign Income it relates to.  You'd have to do this anyway, even if your import was successful.  Your broker statement will the list the countries/amounts, which you can total up and choose Country 'RIC' for the entry.   Here's more info on Here's How to Enter a 1099-DIV.   @storen   

To delete your return, you would have to start a new, blank return, as you can't delete the most recent return you were working on. To start a new return, select “Start a New Return” from under “My Returns” in the top left corner. Once you have started your new return, you can select “View All Returns” from under “My Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.      

Are you saying that your W-2 has Tennessee state information in boxes 15 to 17?  Tennessee does not impose an income tax, so no employers would be legally withholding income tax for Tennessee.  If Tennessee is the state in box 15, then box 17 needs to be zero.  If it is zero, then leaving boxes 15 to 17 blank on the W-2 form in TurboTax will not cause any issues for you.   If there is anything other than zero (or blank) in Box 17 on your W-2 from Tennessee, then your employer issued you an incorrect W-2 and you should speak with them about the error and ask for the W-2 to be corrected.