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February 24, 2026
10:44 AM
1 Cheer
Hi @user17705877982 after looking at your tax file, I was able to identify the source of the error; to fix the problem with your Maryland tax return and exempt-interest dividend additions, follow the...
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Hi @user17705877982 after looking at your tax file, I was able to identify the source of the error; to fix the problem with your Maryland tax return and exempt-interest dividend additions, follow these navigational steps in TurboTax Premier:
Select Forms (upper right)
Forms in My Return (left)
Under Schedule B select 1099-DIV (Brokerage Name)
Scroll down to the Box 12 Exempt-interest dividends table (see below sample)
In the box for "State where the dividends were earned." Postal Code, enter XX
For some reason, "MD" had flowed down to this line in your worksheet
Select Errors to verify your entries (there were none when I checked on my side)
See this dummy 1099-DIV I created based on your situation for a visual reference:
February 24, 2026
10:43 AM
@mikewardle The deduction is on line 37, not 35. Do you have 12,000 on line 37? Read line 35, it says....Subtract line 34 from $6,000. $6,000 is the max for line 35. Because the reduction i...
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@mikewardle The deduction is on line 37, not 35. Do you have 12,000 on line 37? Read line 35, it says....Subtract line 34 from $6,000. $6,000 is the max for line 35. Because the reduction is calculated on each person's 6,000, even on a Joint return, when both spouse's are over 65.
February 24, 2026
10:43 AM
The document numbers for New York State driver licenses and non-driver IDs consist of either 8 or 10 alphanumeric characters (we only require the first three characters).
To view the standard p...
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The document numbers for New York State driver licenses and non-driver IDs consist of either 8 or 10 alphanumeric characters (we only require the first three characters).
To view the standard placement of the ID number and document number on New York State-issued licenses and IDs, visit the New York State Department of Motor Vehicles at Sample Photo Documents.
February 24, 2026
10:43 AM
I have a long 1099B form with 50 short term and 100 long-term transactions. There is one short term transaction with basis, not reported to the IRS. Last year, I simply summarize them all, but there ...
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I have a long 1099B form with 50 short term and 100 long-term transactions. There is one short term transaction with basis, not reported to the IRS. Last year, I simply summarize them all, but there were no transactions that weren't reported. Can I do a similar thing this year? And somehow add in this transaction by itself or do I need to list every transaction now?
February 24, 2026
10:43 AM
Topics:
February 24, 2026
10:43 AM
Since I took the RMDs from 1 account, I only have 1 1099-R
Topics:
February 24, 2026
10:43 AM
1 Cheer
I got this bug just now when I have hand-entered all of my income information. This bogus Canadian information is simply a bug. Intuit, please fix! Is this going to hang up getting my taxes done? If ...
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I got this bug just now when I have hand-entered all of my income information. This bogus Canadian information is simply a bug. Intuit, please fix! Is this going to hang up getting my taxes done? If so, you're going to lose a long-time customer!
February 24, 2026
10:43 AM
I inherited an IRA from someone over age 70 and the distributions are supposed to be excluded from NYS taxes (line 29), but this amount is missing or is only a portion of the total distribution. How ...
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I inherited an IRA from someone over age 70 and the distributions are supposed to be excluded from NYS taxes (line 29), but this amount is missing or is only a portion of the total distribution. How do I amend only my NYS tax return for 2023, 2024 and 2025?
February 24, 2026
10:42 AM
Thanks, From what I have been reading it goes 2025 and then the carryback starts from the earliest year so it would be 2025 > 2022 > 2023 > 2024. So not sure if that impacts your recommendation....
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Thanks, From what I have been reading it goes 2025 and then the carryback starts from the earliest year so it would be 2025 > 2022 > 2023 > 2024. So not sure if that impacts your recommendation.
February 24, 2026
10:42 AM
TurboTax asks for this in case at some point you indicate that you have basis in nondeductible traditional IRA contributions and the nontaxable and taxable amounts of the Roth conversion need to be d...
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TurboTax asks for this in case at some point you indicate that you have basis in nondeductible traditional IRA contributions and the nontaxable and taxable amounts of the Roth conversion need to be determined on Form 8606. You can find the year-end value on your year-end statements from your traditional IRAs.
February 24, 2026
10:42 AM
Thank you for this information: You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cove...
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Thank you for this information: You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution." IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." If we do not need to enter the form, why doesn't TurboTax tell us this!
February 24, 2026
10:42 AM
1 Cheer
1. Child has no income - not true. Any scholarship income greater than the tuition is income to the child - it is a hybrid income and may involve the Kiddie Tax. See -see What is the Kiddie Tax?
2...
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1. Child has no income - not true. Any scholarship income greater than the tuition is income to the child - it is a hybrid income and may involve the Kiddie Tax. See -see What is the Kiddie Tax?
2. Room and board - not necessary for your situation with a 1098-T
3. Education credit - requires you to have paid $4,000 out of pocket for the student.
4. You may want to include it on your taxes but in a different way to get the education credit.
The IRS has a loophole when the scholarship is more than the tuition. You will each need to enter the 1098-T but in different ways
Let's check the boxes:
Child is your dependent
Your income supports you claiming the education credit:
For the full credit, your MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you're filing jointly)
For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly)
There is no credit given if your MAGI is above $90,000 ($180,000 if you’re filing jointly)
5. He may need to file. You can quickly run through the IRS quiz Do I Need to File a Tax Return? Once we get this sorted out.
If the parent qualifies for AOTC and claiming dependent:
What you should enter to get the credit.
Enter the 1098-T box 1 $4000 box 5 zero
What the student should enter:
Box 1 amount was $8300 but parent took $4000 this leaves $4300. Student will enter $4300 box 1
Box 5 full scholarship amount of $19000
Look at how your taxes are affected and if the kiddie tax comes into play.
You can change the numbers on student and parent return. The parent max is $4,000 but can be lowered and incrementally raise the student tuition amount.
For example: Parent could claim $3k, then student would only subtract $3k from total paid.
February 24, 2026
10:41 AM
Bill, If you have any more ideas, I'm willing to try them. If not, and you could guide me how to make the changes manually, I would appreciate it. I think I'm more at risk signing off on a return t...
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Bill, If you have any more ideas, I'm willing to try them. If not, and you could guide me how to make the changes manually, I would appreciate it. I think I'm more at risk signing off on a return that I know has a mistake than taking the chance of losing the accuracy guarantee. I sold a 2nd home in January 2026 and will owe capital gains taxes on the sale so I'm going to apply my 2025 refund to my 2026 taxes (+ quarterly estimated payments). So if I need to file by mail I can do that since I won't be waiting on a refund check either way. Again, I appreciate you hanging in there with me.
February 24, 2026
10:41 AM
Check out this FAQ: Why is my return still pending?
February 24, 2026
10:41 AM
It depends. You may have a tax due because of the FICA taxes that need to be paid, in addition to the federal income taxes. You may verify this by looking at your forms to see if form 8919 is appeari...
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It depends. You may have a tax due because of the FICA taxes that need to be paid, in addition to the federal income taxes. You may verify this by looking at your forms to see if form 8919 is appearing in your return. To view:
In TurboTax Online:
Go to Tax Tools
Tools
Delete a Form
Look to see if Form 8919 is listed. Don't delete but just see if it's listed.
If working in TurboTax Desktop, go to the forms mode in your return. Look on the left-hand of your screen and see if form 8919 is listed.
Form 8919 is a form that is used for workers who didn't have Social Security or Medicare taxes (FICA) taken out of their pay. Here is the flow of the form that may trigger the tax due amount you are seeing.
Form 1040, Line 1g: The "unpaid" wages (the income that should have been on a W-2) are added to your total wages here.
Schedule 2, Part II, Line 12: This is the "Other Taxes" section. The Social Security and Medicare taxes calculated on Form 8919 flow to this line. These taxes are then added to your total tax liability on Form 1040, Line 23.
Form 8919 (The Workings): This form itself will be included in your PDF. It calculates your 7.65% share of Social Security and Medicare.
February 24, 2026
10:41 AM
1 Cheer
DmitriK Level 3 I do not think they are reading messages here. I wrote to Intuit on Facebook and LinkedIn. They have not replied on LI yet; on FB i got a generic, cookie-cutter response....
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DmitriK Level 3 I do not think they are reading messages here. I wrote to Intuit on Facebook and LinkedIn. They have not replied on LI yet; on FB i got a generic, cookie-cutter response. But I am following up daily, until a human being responds. Here is what I wrote - feel free to copy and paste into your messages to Intuit: Subject:** Objection to Discontinuation of ItsDeductible Dear TurboTax Team, I was disappointed to learn that ItsDeductible will be discontinued on October 21, 2025. For many years, this tool has been essential in helping customers like me accurately track charitable contributions and apply fair market values with confidence. Simply offering an export option does not replace the ongoing utility of this service. I also want to remind you that in 2022 TurboTax attempted to cancel ItsDeductible, but significant customer backlash led to its reinstatement. That decision demonstrated how much users value this product. Revisiting the same action now, without offering a true replacement, risks repeating that negative experience and undermining customer trust. If discontinuation is unavoidable, I urge TurboTax to provide a clear explanation and to offer customers either a fully integrated replacement feature within TurboTax or a longer transition period beyond October 2025. Absent these measures, many of us will be forced to seek third-party alternatives, which diminishes the convenience and loyalty we associate with TurboTax. Please reconsider this decision and preserve a tool that has been integral to your customers’ tax preparation for decades. Sincerely, September 4, 2025 4:03 PM I wholeheartedly agree with the above. Gary King 24 February 2026
February 24, 2026
10:41 AM
If you would like to downgrade in your TurboTax program, you can follow these steps to downgrade to a different TurboTax Online product:
Open your return
In the left menu, select Switch Prod...
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If you would like to downgrade in your TurboTax program, you can follow these steps to downgrade to a different TurboTax Online product:
Open your return
In the left menu, select Switch Products.
Select Downgrade.
If you wish to cancel your return, while you can not cancel a pending e-filed return; if you have not e-filed yet, and you do not want to finish your return in TurboTax, you can simply stop, sign out, and leave it unfiled.
If you are using TurboTax Online and if you have not paid yet, or registered or filed your return, you can use the "Clear & Start Over" feature to delete your data as follows:
Click on "Tax Tools" in the left panel of your TurboTax screen and then
Click on "Tools" and then
Select "Clear & Start Over"
Any unfinished returns that have not been filed are eventually purged from the system.
You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?
You can review your fees in TurboTax online as follows:
Go to the left side on your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up
Click on "My Fees" to see a summary of your Turbo Tax Fees.
Click here for How do I downgrade to a different TurboTax Online product?
Click here for Can I cancel or amend a pending return?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
February 24, 2026
10:40 AM
Yes, you do need to report it. Any amount of money received/earned is taxable regardless of the amount. Report the $20 received from the 'clawback' settlement using the steps below.
Where do I ...
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Yes, you do need to report it. Any amount of money received/earned is taxable regardless of the amount. Report the $20 received from the 'clawback' settlement using the steps below.
Where do I enter the award for a taxable legal settlement?
If you do not have tax document you can enter it as follows:
Other Miscellaneous Income:
Sign into your TurboTax Online account
Go to Tax Home (left panel) Wages and Income section
Scroll to Less Common Income > Select Miscellaneous Income, 1099-A, 1099-C
Select Other reportable Income > Enter a description (----) and the amount
@user314
February 24, 2026
10:40 AM
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 ...
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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