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February 23, 2026
12:16 PM
I have proceeded to look at the tax forms. There is income being calculated for my husband in Part III of Form 8889. He does not have a separate HSA account, so I don't know why there is a form for h...
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I have proceeded to look at the tax forms. There is income being calculated for my husband in Part III of Form 8889. He does not have a separate HSA account, so I don't know why there is a form for him. My form has no income in Part III.
February 23, 2026
12:15 PM
I have a one-time transfer from Traditional IRA to HSA (nontaxable transaction as I meet the requirements) and entered in Turbo tax to select the one-time transfer option. It shows up on line 10 of ...
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I have a one-time transfer from Traditional IRA to HSA (nontaxable transaction as I meet the requirements) and entered in Turbo tax to select the one-time transfer option. It shows up on line 10 of 8889 as qualified fund distribution. However, it is being put in as a taxable transaction (HFD) on the 1040 line 4b. I have another transaction from my spouse's traditional IRA to convert to Roth IRA. This transaction is being treated as non-taxable (not correct) and is not being put in line 4b. Note that when I change the input for the one-time IRA to HSA rollover as a regular IRA rollover (uncheck box indicating it is a rollover to an HSA) then the 2 transactions are treated properly (HSA is non-taxable and conversion is taxable). It doesn't make sense that these two transactions are impacting each other as they are two separate transactions (one on my HSA which has family coverage for both of us) and the other a Roth IRA conversion on my spouse's account. My only solution is to file with the box unchecked as an HSA distribution at this point (so it gets treated as IRA rollover) as that gets me the correct tax treatment. Please advise if there is another option or if this is a bug in TurboTax.
February 23, 2026
12:15 PM
Yes, I do have the Open Forms button at the top. Scrolling down to State: The State does have the correct (+) and (-) toggles. A.I. suggested at least 12 remedies, each touted as the absolutely gu...
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Yes, I do have the Open Forms button at the top. Scrolling down to State: The State does have the correct (+) and (-) toggles. A.I. suggested at least 12 remedies, each touted as the absolutely guaranteed solution. I need the upload PDF button, which only appears at the "Federal" level. If I can't upload my PDF tax allocation statement, I'll have to type one out, then snail mail the entire return to IRS and the state.
February 23, 2026
12:13 PM
To enter estimated tax paid in 2025
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates
Information flows from the federal return to the state return.
February 23, 2026
12:13 PM
Yes, you can view the 1040 and Schedules 1. 2. & 3 before you pay for TurboTax.
On the left menu, scroll down to Tax Tools.
If necessary, click the side arrow and select Tools.
A box...
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Yes, you can view the 1040 and Schedules 1. 2. & 3 before you pay for TurboTax.
On the left menu, scroll down to Tax Tools.
If necessary, click the side arrow and select Tools.
A box will appear in the middle of the screen.
Select View Tax Summary.
A tax summary will appear.
On the left side menu bar, select Preview My 1040.
This will bring up a copy of your 1040 Tax return.
If you continue to scroll down, Schedules 1,2 & 3 are available if they are required.
Some key numbers on the form are:
Taxable income is line 15
Total tax is line 24
Federal Income Tax withheld is line 25d
Tax credits are listed on 27 - 30
If there was an underpayment, there may be a penalty
Refund is posted to line 34
Amount you Owe is line 37
February 23, 2026
12:13 PM
Yes, if Box 14 of your W-2 lists "OT premium" you should enter it in TurboTax and select the "Overtime category" to make sure that you properly claim the 2025 tax deduction. This allows for the 50% p...
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Yes, if Box 14 of your W-2 lists "OT premium" you should enter it in TurboTax and select the "Overtime category" to make sure that you properly claim the 2025 tax deduction. This allows for the 50% premium portion of overtime pay to be excluded from your taxable income as the deduction provides.
Click here for How do I enter overtime pay in TurboTax Online?
Click here for No Tax on Overtime Calculator
Click here for No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025
Please return to Community if you have any additional information or questions and we would be happy to help.
February 23, 2026
12:12 PM
if you can't itemize paying off the mortgage might make sense because you are getting no tax benefit from the interest. However, you do not want to leave yourself house-rich but cash-poor, which mean...
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if you can't itemize paying off the mortgage might make sense because you are getting no tax benefit from the interest. However, you do not want to leave yourself house-rich but cash-poor, which means that if a "cash" emergency arose, you would have to borrow at a much higher rate. The general recommendation is to have 3 to 6 months of cash available to cover emergencies. Tax laws are now much more complicated, so it's a question of what the tax consequences would be if you had a spare $100,000. For some taxpayers, not paying off would be economically better, while for others, the reverse would be true.
February 23, 2026
12:12 PM
Did you have the Up to 5 Days Early and not get it at least 1 day early?
February 23, 2026
12:12 PM
Does Smart Check present you with a sub-form displaying pink highlighted fields? This message usually appears when there are blank boxes in the passive loss table. Enter a zero each time Smart Check ...
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Does Smart Check present you with a sub-form displaying pink highlighted fields? This message usually appears when there are blank boxes in the passive loss table. Enter a zero each time Smart Check asks for a value. Or enter zeroes in all pink boxes.
February 23, 2026
12:11 PM
Now it's pushed back to 3/04... Every week they push it back...
February 23, 2026
12:11 PM
After updating today, my tax file won't open and it says it is corrupt. I had no issues opening it before the update. I've tried restarting everything, opening Turbo Tax as admin, nothing has worked.
Topics:
February 23, 2026
12:11 PM
You can always preview Form 1040 or Schedules 1,2 or 3 with online. In order to see other forms or schedules before you file, you have to pay your TurboTax fees.
PREVIEW 1040
https://ttlc....
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You can always preview Form 1040 or Schedules 1,2 or 3 with online. In order to see other forms or schedules before you file, you have to pay your TurboTax fees.
PREVIEW 1040
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/00/26244
February 23, 2026
12:10 PM
If you are looking at your 1040 tax return.
Line 24 is the total tax for all of the income that you had.
Line 25d is the total withholding from all income, including your W-2s
Line 26...
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If you are looking at your 1040 tax return.
Line 24 is the total tax for all of the income that you had.
Line 25d is the total withholding from all income, including your W-2s
Line 26 is estimated tax payments if you made any.
Line 32 shows any Credits you may have (Earned Income Credit, Additional Child Tax Credit ETC.)
Line 33 is the total of all three, and it represents the total amount that will go against the taxes you owe.
If Line 33 is bigger than Line 24, you will get a refund.
Line 34 r3presents the refund
If line 33 is less than line 24, you will owe taxes
Line 37 is the amount that you owe.
February 23, 2026
12:09 PM
Sorry---Its Deductible was eliminated in October 2025. It has not yet been replaced with a different way to evaluate donations, although TurboTax says that eventually there will be a replacement. ...
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Sorry---Its Deductible was eliminated in October 2025. It has not yet been replaced with a different way to evaluate donations, although TurboTax says that eventually there will be a replacement. We do not know anything about what or when.
February 23, 2026
12:09 PM
It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal informati...
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It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)
Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.
We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and possibly provide you with a resolution.
February 23, 2026
12:09 PM
Topics:
February 23, 2026
12:09 PM
CAN I VIEW MY 1040 FORM?
Topics:
February 23, 2026
12:09 PM
The IRS approved my refund and states by Feb 25th into my account, if I paid Turbotax for up to 5 days early when will I get it, as its the 23rd now ?
February 23, 2026
12:08 PM
@user17718753553 You added on to a 4 year old thread. Prior replies and answers may not work for 2025. This is mainly volunteers on this user forum. Employees have employee and/or Expert listed ...
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@user17718753553 You added on to a 4 year old thread. Prior replies and answers may not work for 2025. This is mainly volunteers on this user forum. Employees have employee and/or Expert listed on their username.
February 23, 2026
12:08 PM
It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal informati...
See more...
It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)
Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.
We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and possibly provide you with a resolution.