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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 Estimates, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26
Problem solved. Charge was an error and refund was made. 
Multiple user id's, see this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your curren... See more...
Multiple user id's, see this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
Did you have HSA contributions reported on your Form W-2, Box 12 - Code W?  If so, check to make sure you entered that correctly, as that will trigger the program to ask you about HSA distributions, ... See more...
Did you have HSA contributions reported on your Form W-2, Box 12 - Code W?  If so, check to make sure you entered that correctly, as that will trigger the program to ask you about HSA distributions, which are reported on Form 1099-SA.  If the contributions are on the W-2, correctly entered, and the program does not ask you about your HSA distributions, then type "Form 1099-SA" into Search and click on "Juump to form 1099-sa".    
The reason those sections are locked is that, when using the step-by-step interview, your answers will determine how the sections are handled.   Because Boxes C and F mean that a transaction was ... See more...
The reason those sections are locked is that, when using the step-by-step interview, your answers will determine how the sections are handled.   Because Boxes C and F mean that a transaction was not reported to the IRS on a Form 1099-B, the section assumes there are no items to report.   To get Box C or Box F to trigger, you have to tell TurboTax that you did not receive a Form 1099-B for these specific items by creating a new entry for them:   Navigate to Wages & Income, Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Rather than editing your imported Schwab 1099-B, click Add investments. When asked how you want to add your info, do not select Schwab or upload a file, select "Type it in myself" When TurboTax asks, "Did you get a 1099-B for this sale?", select No Select "Stocks" (or whatever Schwab indicated) Enter the sale info and ensure the holding period is one year or less Short-Term (Box C) Enter the sale info and ensure the holding period is more than one year Long-Term (Box F)
I am assuming your are talking about Form 1095-A for Marketplace health insurance coverage.    This form is required to be entered on your tax return if you had Marketplace health insurance cover... See more...
I am assuming your are talking about Form 1095-A for Marketplace health insurance coverage.    This form is required to be entered on your tax return if you had Marketplace health insurance coverage at any time during the tax year.   Here is a TurboTax article that discusses Form 1095-A and the premium tax credit.    
Howdy,   TurboTax Desktop 2024 had an "analysis & advice" tab, next to the File tab, that had some nice information. I can't find it in TT Desktop 2025. Can anyone point me in the right direction? ... See more...
Howdy,   TurboTax Desktop 2024 had an "analysis & advice" tab, next to the File tab, that had some nice information. I can't find it in TT Desktop 2025. Can anyone point me in the right direction?   Thanks for your help!
The update didn't likely delete your data, here is how to search for it: Open File Explorer (folder icon) on your computer. In the search bar at the top right, type: *.tax2024 (or *.cor2024 i... See more...
The update didn't likely delete your data, here is how to search for it: Open File Explorer (folder icon) on your computer. In the search bar at the top right, type: *.tax2024 (or *.cor2024 if you file as a C-Corp).
I completed multiple rollovers of after-tax 401k contributions to a Roth IRA last year. The 1099-R shows the appropriate value in box 2a (Taxable amount) for the increase in value before I completed ... See more...
I completed multiple rollovers of after-tax 401k contributions to a Roth IRA last year. The 1099-R shows the appropriate value in box 2a (Taxable amount) for the increase in value before I completed the rollovers (around $200). I expected the Form 1040 line 5b to show the value from my 1099-R box 2a. However, it is showing a larger number, which looks like box 2a plus the difference between box 1 (Gross distribution) and box 5 (Employee contributions). The overall impact to my taxes is small, but I wanted to understand if this is correct (or is a bug in the TurboTax logic).
Depreciation and Amortization is showing that it's available under my rental property but all my previous depreciable assets that I started putting in 7 years ago do not show up. TT online is asking ... See more...
Depreciation and Amortization is showing that it's available under my rental property but all my previous depreciable assets that I started putting in 7 years ago do not show up. TT online is asking if I want to add assets (as new items) but does not seem to have the history of them from previous years. Anyone else seeing this? 
I am also having this problem.  Just installed the software.  
Online
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... See more...
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 Other and continue
If your son who is incarcerated needs an Identity Protection PIN (IP PIN) for TurboTax and he never received one, it must be retrieved through the IRS IP PIN portal. Because he is incarcerated, he ma... See more...
If your son who is incarcerated needs an Identity Protection PIN (IP PIN) for TurboTax and he never received one, it must be retrieved through the IRS IP PIN portal. Because he is incarcerated, he may need to request the IP PIN by mail or he can authorize you via Form 2848 (Power of Attorney) to act on his behalf.   In general, the IRS sends a CP01A letter with a new IP PIN every January. You may be able to find it in his mail or files.   If his IP PIN cannot be reissued and you cannot create or access an online account, you can mail a paper tax return without his IP PIN. His refund will likely be delayed.   If he never received his tax refund from last year, you can verify that his return was accepted in TurboTax and check the status using the IRS "Where's My Refund" tool.    If this shows that his refund was issued but not received, you can start a trace with the IRS by filing Form 3911. Refunds can be claimed for up to three years after the tax deadline.     Click here for Missing your Tax Refund Payment? File Form 3911   Click here for Form 3911.   Click here for How do I get my 6-digit IP PIN?   Click here for Retrieve your identity protection PIN (IP PIN) Click here for Form 2848.     Please return to Community if you have any additional information or questions and we would be happy to help.   
Do not enter the 1099-MISC separately. Instead, report the income under each rental property in the Schedule E.   Allocate the total 1099 amount between the two properties based on your records. ... See more...
Do not enter the 1099-MISC separately. Instead, report the income under each rental property in the Schedule E.   Allocate the total 1099 amount between the two properties based on your records. The combined income should equal the full rents received.   
Use these steps to downgrade your TurboTax Online product to a less costly or free edition: Open your return if you haven't already. In the left menu, select Switch Products.  Select... See more...
Use these steps to downgrade your TurboTax Online product to a less costly or free edition: Open your return if you haven't already. In the left menu, select Switch Products.  Select Downgrade. Note: TurboTax Free Edition is for customers who are filing Simple Form 1040 Returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest). Roughly 37% of taxpayers qualify. If you have additional forms or attachments, you’ll need to use a different TurboTax product.   You can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen. ^ TurboTax FAQ - How do I downgrade to a different TurboTax Online product?   Learn more: What qualifies as a simple tax return for TurboTax Free Edition?
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 Estimates, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26