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Why won't the software accept my Document # from the back of my New York state license
They might, but because of the stepped up basis tax rule, wherein the home is treated as an inheritance and not a gift, it is likely that the amount will be a smaller amount.   You will, however, n... See more...
They might, but because of the stepped up basis tax rule, wherein the home is treated as an inheritance and not a gift, it is likely that the amount will be a smaller amount.   You will, however, need to report the sale. The good news is that, even though it was sold less than a year after the death, it is still considered a "Long-Term" holding.   To report the sale in TurboTax, using your Form 1099-S, do the following:   Go to Wages & Income, click the drop down arrow to the right of Investments and Savings Select Stocks, Cryptocurrency, Mutual Funds..., by clicking Start Select +Add Investments, then Enter a different way Next, select the Other 1099-S box (with an image of a house), Continue Type in name of issuer of you Form 1099-S, Continue Select Other from the drop down menu Select I inherited it from the drop down menu Type in, "Inherited House Sale" as description Type in Date sold, Proceeds (your share of the split amount) and Fair market value (FMV) on date of death, Continue Depending on whether the proceeds were more than the FMV, you will next be asked about expenses, so be sure to enter those when prompted.   Note: If the sale results in a loss, you will be able to deduct $3,000 this year and have a capital loss carryover in future years for the balance.
Update: I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the mea... See more...
Update: I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.    See this help article for information about how filing Form 8915 may affect your state return. @hlhope 
I am sorry to say I will never attempt to use you product again. I spent over 6 hours, it was confusing and didn't work well at all. I call and talked with your rep for over 25 minutes and they didn'... See more...
I am sorry to say I will never attempt to use you product again. I spent over 6 hours, it was confusing and didn't work well at all. I call and talked with your rep for over 25 minutes and they didn't know what they were doing, they wouldn't listen, talked over me. So I found another product that cost 1/4 the amount, was more intuitive and very user friendly. The uploads were easy and worked well. So I will not be back again, don't see how you can remain a go to product. GW
We can't call from this forum. What are you having a problem with?
On a 2025 IRS 1040 tax return, if the total on line 4a contains some IRA distributions from inherited IRAs and one 60-day rollover from a Roth IRA that was completed on time within 60 days and rolled... See more...
On a 2025 IRS 1040 tax return, if the total on line 4a contains some IRA distributions from inherited IRAs and one 60-day rollover from a Roth IRA that was completed on time within 60 days and rolled over to a Roth IRA in another financial institution, should box 1 labeled "rollover" on line 4c be checked or not checked? The only rollover done in 2025 was a Roth IRA 60-day rollover from one financial institution to another.  A 1099-R was received from the financial institution that distributed the Roth IRA funds.  There were no Traditional IRA 60-day rollovers. Since the rollover was a Roth IRA, and in this case the funds distributed would not have been taxable even if they were not rolled over, should box 1 of line 4c be checked or not checked?   Please don't respond unless you are certain of the correct answer.  Thank you.
This does not seem to work in TT 2026 Premier edition. After following your steps, it does not add a 1099-S to my return. It enters the info as if it is another 1099-B   See attached photo. Shouldn't... See more...
This does not seem to work in TT 2026 Premier edition. After following your steps, it does not add a 1099-S to my return. It enters the info as if it is another 1099-B   See attached photo. Shouldn't it be added to the return as a 1099-S?
This means that you had no state tax withheld. You can leave all 3 boxes 5,6 and 7 blank on the entry form in TurboTax. No need to contact the issuer of the form.
I have been talking to various techs, Fred and Lucia and both have ended when they hung up! I'm getting SICK of being hung up on! PLEASE call me at [phone number removed] with support tech!
@rhmaynard For this issue, it would be better to delete the Form 1099-R's and then re-enter them manually to see if the error persists.
You can view Schedule A.   The second section (Lines 5-7) shows the detail of your State and Local Tax (SALT) deduction.    The total of your itemized deductions is on Line 17.  And that is the numbe... See more...
You can view Schedule A.   The second section (Lines 5-7) shows the detail of your State and Local Tax (SALT) deduction.    The total of your itemized deductions is on Line 17.  And that is the number that gets compared to the standard deduction.       How do I change from the standard deduction to itemized (or vice-versa)?   Schedule A
If you are referring to your taxable income and it is $0 but you owe taxes, it may from other things besides income, such as penalties. For instance, you may have a penalty for early withdrawal of pe... See more...
If you are referring to your taxable income and it is $0 but you owe taxes, it may from other things besides income, such as penalties. For instance, you may have a penalty for early withdrawal of pension funds. The income from that may not be taxable because you have deductions to reduce your income to $0, but you may still have to pay the penalty.   You will have to look at your Form 1040 and associated schedule 2 to see if you have any non-income taxes on your return.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done    
First of all, you said this:  "Please try this, since we now know you have TurboTax Desktop."  I don't have desktop version,  I file online, via windows. But I tried your "tools" anyway, and there i... See more...
First of all, you said this:  "Please try this, since we now know you have TurboTax Desktop."  I don't have desktop version,  I file online, via windows. But I tried your "tools" anyway, and there is still no place to enter my personal HSA contribution.  Here are the screens it took me to, directly after Gregory's questions (same darn questions every time):   Was Shelley covered by a High Deductible Health Plan (HDHP) in 2025? Do any of these situations apply to Shelley? What type of HDHP coverage did Shelley have during 2025? Let's review what type of coverage Shelley had in 2024 Your HSA Summary   That's it....Your software did not allow me to enter my personal HSA contributions.  Where to I file formal complaints for this software?  This is not acceptable and I'm  so disgusted and super frustrated!
An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs.    If you are sure that you have satisfied all RMD... See more...
An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs.    If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.
Box 5 on my 1099-NEC for consulting work was left empty, but my State was filled in as well as Box 7 with the same value as Box 1.  Turbotax won't let me continue without Box 5 filled in and the stat... See more...
Box 5 on my 1099-NEC for consulting work was left empty, but my State was filled in as well as Box 7 with the same value as Box 1.  Turbotax won't let me continue without Box 5 filled in and the state's payer number.  Do I need to contact my employer for this?  Thanks in advance for any help.
I incurred casualty losses from Hurricane Helene
I am unable to find the question you reference.  When I get to the question: "Do you want to let Pennsylvania calculate the penalty for you?", I reply NO, then the app takes me to a screen advising w... See more...
I am unable to find the question you reference.  When I get to the question: "Do you want to let Pennsylvania calculate the penalty for you?", I reply NO, then the app takes me to a screen advising what my underpayment is, and then when I answer "Continue", it takes me back to a main menu of many options.  I have used this annualized / uneven income feature in TurboTax for Pennsylvania many times before so I am very aware of how it should work, but this year it's not working like it has in the past ... there's a glitch which requires a penalty if I can't enter my state income by reporting period (quarter).
"I had a self-only HDHP in all 2024"   I read this as indicating that the last-month rule was not used in 2024, so I'm not sure why there is any question about the last-month rule.  Perhaps the ans... See more...
"I had a self-only HDHP in all 2024"   I read this as indicating that the last-month rule was not used in 2024, so I'm not sure why there is any question about the last-month rule.  Perhaps the answer provided to 2025 TurboTax's confusing question regarding 2024 HDHP coverage resulting in TurboTax behaving as if the last-month rule was used in 2024 when it was not.  One can avoid 2025 TurboTax acting as if the last-moth rule was used in 2024 by answering None when asked about the type of coverage in 2024.