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February 26, 2026
1:02 PM
When adding my 2025 clean energy solar tax credit, Turbotax is increasing my refund and not carrying forward the unused balance to 2026.
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February 26, 2026
1:02 PM
I don't have a checking account will they mail my return to the address on my form?
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February 26, 2026
1:02 PM
I should be safe for 2025 from underpayment penalties.
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February 26, 2026
1:02 PM
1 Cheer
OK - So I am in a loop here and will be going back to TurboTax. The Wisconsin DOR said they are getting several calls from TurboTax users that are getting rejections. She said this is not a Wiscons...
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OK - So I am in a loop here and will be going back to TurboTax. The Wisconsin DOR said they are getting several calls from TurboTax users that are getting rejections. She said this is not a Wisconsin DOR issue but for sure a TurboTax issue. She took a look at my tax ID information and did not see any tax form submissions from me that were rejected for tax year 2025 - actually didn't see any tax form submissions by me for 2025. So these submitted tax forms (from me at least) are not even hitting the DOR website coming from TurboTax. She also asked me to look at some fields in my tax form to see if anything looked invalid (like claiming deductions twice) and she said all looked valid. She said that Wisconsin has made no recent tax changes as the message implies so that is a bogus message apparently. So - I am gong back to TurboTax.
February 26, 2026
1:02 PM
When you are in the business you'll click "add an asset". Once you have clicked that the system will walk you through entering all of the information about the asset including the date placed in ser...
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When you are in the business you'll click "add an asset". Once you have clicked that the system will walk you through entering all of the information about the asset including the date placed in service, the original cost and the amount of prior accumulated depreciation. All of that information should be on last year's return. Once you have entered all of that the TurboTax system will pick up right where you left off and carry the assets forward.
February 26, 2026
1:02 PM
Where is adjusted gross income located on my 1040SR?
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February 26, 2026
1:02 PM
Once you finish with Maryland credits, you will get to a screen "A few things before we wrap up your state taxes". Under "Other situations" will be "Required PDF Attachments" - click Start (or Revi...
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Once you finish with Maryland credits, you will get to a screen "A few things before we wrap up your state taxes". Under "Other situations" will be "Required PDF Attachments" - click Start (or Revisit) for that category. After you go through a few screens, you will get to one titled "Upload your required attachments(s)". Click on Get PDF to browse for the PDF you want to attach to your Maryland return.
February 26, 2026
1:01 PM
I am having the same issue with turbotax deluxe. The rejection email tells me to start up turbotax again and it will walk me through fixing any errors in relation to Wisconsin's retirement income. I ...
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I am having the same issue with turbotax deluxe. The rejection email tells me to start up turbotax again and it will walk me through fixing any errors in relation to Wisconsin's retirement income. I downloaded an update today, restarted and tried again. 4 times over the course of the day and it still isn't working. I've never had this issue before. Turbotax needs to get with it and fix this issue! Turbotax won't let me file be mail as a option.
February 26, 2026
1:01 PM
I received a STAR payment in 2025 HOWEVER, I did not receive a notice of underpayment. I clicked NO when the screen prompted me to and I'm not required to submit the form, but TT won't let me file m...
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I received a STAR payment in 2025 HOWEVER, I did not receive a notice of underpayment. I clicked NO when the screen prompted me to and I'm not required to submit the form, but TT won't let me file my return without it being filled out.
February 26, 2026
1:00 PM
Please follow the instructions in this TurboTax Help topic on How do I change from mail to e-file in TurboTax Online?
February 26, 2026
1:00 PM
The SID is 20 digits that are emailed or shown on TurboTax once the IRS accepts the return. The IRS has accepted the return but the SID is not shown anywhere in the app and is not located in my email.
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February 26, 2026
12:59 PM
Here is the link to the page I was looking at: https://ttlc.intuit.com/community/taxes/discussion/charity-if-i-donate-to-charity-in-2025-how-can-i-get-benefit-without-itemizing/00/3696479 If I'm...
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Here is the link to the page I was looking at: https://ttlc.intuit.com/community/taxes/discussion/charity-if-i-donate-to-charity-in-2025-how-can-i-get-benefit-without-itemizing/00/3696479 If I'm understanding this now, you are able to use those donations from 2025 when you file for the 2026 tax year, so save them somewhere. What I've read about 2026 and beyond is that IRS will establish a "floor," which means those donations you want to include in addition to the standard deduction will need to exceed a small percentage of your AGI before they can be deducted. This apparently was not made clear when the information was put out because so many news outlets and posters thought the actual deduction began with 2025 tax year.
February 26, 2026
12:59 PM
Receiving a gift is never taxable.
If you are selling something you previously received as a gift, your taxable gain is the difference between the selling price and the cost basis, which is usu...
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Receiving a gift is never taxable.
If you are selling something you previously received as a gift, your taxable gain is the difference between the selling price and the cost basis, which is usually the price the giver paid.
Capital gains stack on top of your other income. Suppose your taxable income without the gain is $90,000 and you have $10,000 of gain. The first $6000 will be taxed at zero percent but the remaining amount will be taxed at 15%.
https://turbotax.intuit.com/tax-tips/investments-and-taxes/guide-to-short-term-vs-long-term-capital-gains-taxes-brokerage-accounts-etc/L7KCu9etn
February 26, 2026
12:58 PM
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February 26, 2026
12:58 PM
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February 26, 2026
12:58 PM
I received 1099 int and 1099 div documents from an investment firm where the account name is " Estate of xxx". I am the Executor to the estate and also the beneficiary to everything. When I file my ...
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I received 1099 int and 1099 div documents from an investment firm where the account name is " Estate of xxx". I am the Executor to the estate and also the beneficiary to everything. When I file my taxes should those 1099s be included in my filing or must I file a separate return for the estate? Last year a "Final Return" was filed in the decedent's name
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February 26, 2026
12:58 PM
Can we get a reply for this question? Does the calculation for 9b require an update? Will the override mess up anything else?
February 26, 2026
12:57 PM
I'll try to address each member's question(s): @Opus 17 : >1. On your 2024 return, do you have a penalty on form 5329? I've searched my 2024 W-2, and there's no record of form 5329 (i used th...
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I'll try to address each member's question(s): @Opus 17 : >1. On your 2024 return, do you have a penalty on form 5329? I've searched my 2024 W-2, and there's no record of form 5329 (i used the document search tool and cannot find it). If it's any help, the value of $328 appears in a few places on my W-2: ("additional income from schedule 1, line 10" and "income from form 8889" >2. When did you request the return of excess (before or After April 15, 2025)? We filed an extension for 2024 taxes, and finally submitted them in August 2025. Again, I believed that I was confirming with turbotax how I wanted to handle my excess contribution from 2024, and told it to re-distribute the $328 into 2025 HSA contributions. I didn't think I was asking for a "return of excess". Am I misunderstanding your question? As a reminder, I never filled out any forms with my HSA, i.e. form for "distribution of excess HSA contribution form". I talked to my HSA recently, and their odd reply was this form was not necessary to fill out. >3. Did the return of excess contain any interest or earnings? Was that interest or earnings reported as taxable income on your 2024 return? I believe my response to Question 1 may pertain to this. But if of help, my wife's 1099-SA for 2025 shows box 1 "Gross distributions" shows $328.09, and box 2 "earnings on excess contributions" shows $0.09 @dmertz >What happened is that you received a distribution of $328 as a return of the excess contribution and you deposited that $328 back into the HSA as a personal (not through your employer) 2025 contribution Are we using different language but saying the same thing? Is this essentially taking the excess from 2024 and contributing it to 2025? I thought that's what I told turbotax to do, and you're suggesting that I did it correctly? (Again, odd that I'm finding a form from my HSA custodian that suggests I should have completed section "how would you like the excess funds distributed? check one... "option 1 - change tax year to:______ (contribution will count toward your yearly contribution maximum". I did NOT complete this form and let my HSA know.) @BillM223 >No, you should answer "no" because (1) you don't even know if you had an excess in 2025 To clarify, I know I had an excess in 2024 that I'm trying to figure out. I do not believe, based on all documents from my HSA, that I have exceeded the max contribution limit for 2025. >please tell me what is reported word for word on the HSA Summary when you say, "makes the $328 show as wages in turbotax under HSA". I'm just referring to the summary page of my "wages and income", for my HSA entry, its saying income is $328. same summary page that lists all my other sources of income (my job, investments, etc.) >So, please come back and let me know when (the date) you requested this withdrawal of excess HSA contributions, and we will work from here. This seems to imply you believe I requested withdrawal of excess contributions (from TurboTax and/or my HSA custodian). I have done neither. Would the fact I do not have a form 5329 on my W-2 confirm this?
February 26, 2026
12:57 PM
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February 26, 2026
12:57 PM
1 Cheer
To clear all mismatches, go to your 1099 iNT entry and type in "1" for your foreign tax credit. There will be a follow-up question that is labeled Tell about your Foreign Interest; Here you will type...
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To clear all mismatches, go to your 1099 iNT entry and type in "1" for your foreign tax credit. There will be a follow-up question that is labeled Tell about your Foreign Interest; Here you will type in $110 and the country where this originated.
When you start preparing your foreign tax credit section, both the 1099-INT and 1099-DIV will be linked. This saves the tedious task of entering these manually, as there will be boxes to check that are linked back to your 1099 INT/DIV entries. Both incomes will now be reported to get a true estimate of your foreign tax credit.
Adding the $1 won't make an impact on your return and will not arouse scrutiny with the IRS. If you do feel anguished by reporting that extra dollar as a credit, you can edit your 1099 DIV entry and reduce the foreign tax paid in Box 7 by $1. This way, your foreign taxes paid are reported correctly.