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Per IRS instructions:   If the return is rejected due to Form 8936, ensure the VIN was input correctly. Note there are no letters “O”, “Q” or “I” in a VIN. If the VIN was input correctly and you ... See more...
Per IRS instructions:   If the return is rejected due to Form 8936, ensure the VIN was input correctly. Note there are no letters “O”, “Q” or “I” in a VIN. If the VIN was input correctly and you believe the vehicle is eligible, attach a file or explanation to substantiate the purchase before resubmitting the return.   TurboTax does not allow you to attach personal files, PDFs, or additional documents not specifically prompted by the IRS. If you are certain the vehicle is eligible, print and mail your tax return. Include a copy of the dealer's report (Form 15400) to substantiate the claim.   @jadri84 
I am using TurboTax premier 2025 desktop and I am having a similar issue. I fill in the maximum contribution for my IRA which is non-deductible, I don't get a screen that asks me to make it non-dedu... See more...
I am using TurboTax premier 2025 desktop and I am having a similar issue. I fill in the maximum contribution for my IRA which is non-deductible, I don't get a screen that asks me to make it non-deductible, and then it says I need to withdraw it at the final screen, charges me a tax penalty, and puts it in form 5329-T as an overcontribution. I've deleted it and tried again but it doesn't work.  Is there a bug in the desktop version?
this looks like we run into a error message is driving me nuts. I don't have a VPN. I've changed browsers. I rebooted. I don't have c++. I have Windows 11. The computer is 2 weeks old. how come I can... See more...
this looks like we run into a error message is driving me nuts. I don't have a VPN. I've changed browsers. I rebooted. I don't have c++. I have Windows 11. The computer is 2 weeks old. how come I cannot load TurboTax 2025 successfully?
All three of these postings are for information purposes only, and should be classified as Other - not classified. Pre tax indicates that the amount has already been deducted. These listings ... See more...
All three of these postings are for information purposes only, and should be classified as Other - not classified. Pre tax indicates that the amount has already been deducted. These listings have already been excluded from your wages in Box 1. No other adjustments are required.  
How do I increase the dollar amount that was withheld by Charles Schwab?
Are you entering the IRS form 8949 under Digital Assets at the screen OK, let's start with one investment type?   Did you select No at the screen Did you get a 1099-DA from CoinLedger?   What... See more...
Are you entering the IRS form 8949 under Digital Assets at the screen OK, let's start with one investment type?   Did you select No at the screen Did you get a 1099-DA from CoinLedger?   What error message are you receiving?  Please clarify.
Not all tax returns qualify for the Free Edition.    If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, st... See more...
Not all tax returns qualify for the Free Edition.    If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. Roughly 37% of taxpayers are eligible.   Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+) Taxable qualified retirement plan distributions Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules If you believe you qualify, following these instructions to downgrade to a different TurboTax Online product.    @edisongunter 
Go to the Form 1099-R summary page and click the trash can icon or Delete next to the one that you do not need.  Then be sure to click Continue and go through the follow-up questions one last time. ... See more...
Go to the Form 1099-R summary page and click the trash can icon or Delete next to the one that you do not need.  Then be sure to click Continue and go through the follow-up questions one last time.   Go to Wages and Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Update to get to the Form 1099-R summary page.    
If your payment is not going through I have listed some steps below that may correct this issue.   You can try: Logging out and back in to force a refresh.  Clearing your browser's cache ... See more...
If your payment is not going through I have listed some steps below that may correct this issue.   You can try: Logging out and back in to force a refresh.  Clearing your browser's cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try using a different Web browser Make sure your internet connection is strong and stable You can contact TurboTax Customer Service using this link: Turbo Tax Customer Service or you can call us at 800-446-8848. Also, please see the Help Article here for help in troubleshooting a Payment Error.  Please return to Community if you have any additional information or questions and we would be happy to help
our MAGI is $182,238 and it says she can't deduct ira contributions if MAGI is over $146000 while being covered by a retirement plan at work. She is not covered by a retirement plan at her job. why do... See more...
our MAGI is $182,238 and it says she can't deduct ira contributions if MAGI is over $146000 while being covered by a retirement plan at work. She is not covered by a retirement plan at her job. why does it say she's not eligible?
Thanks for your reply, but unfortunately it is still not working and my software is updated through today, 3/1/26.  I am assuming because I am using the Home & Business version of the software, not t... See more...
Thanks for your reply, but unfortunately it is still not working and my software is updated through today, 3/1/26.  I am assuming because I am using the Home & Business version of the software, not the Premium version?  All I know is I just updated the software, which I do every time I open it, and did what you suggested.  I deleted the People worksheet, re-entered the correct information yet the Student Education worksheet is still showing the wrong answers.  So obviously still not calculating the eligible Lifetime Learning credit.
@CesarJ  Thanks for the quick feedback.   Does the payer's business name or TIN get entered anywhere on Schedule C?   I deleted the Business Name and address per your comments.  When I go through... See more...
@CesarJ  Thanks for the quick feedback.   Does the payer's business name or TIN get entered anywhere on Schedule C?   I deleted the Business Name and address per your comments.  When I go through error check, it shows errors because the business name and address are not filled in.   Do I even need to fill in section A and B, since this was a one time thing and not a business venture for my son?   I also assumed this is not a qualified trade or business under section 199A.  Here is a screen shot of the Schedule C.  Do I need to check any of the boxes other than what I've done?  I'm a little confused by the second box "If this business was operated by the taxpayer, check this box".  In my opinion, the business that paid him was operated by another individual.  Turbotax won't let me remove the check mark for this box.  Or am I looking at this wrong, TT considers my son's effort a business separate from the one who paid him?
My return has been rejected due to the vin of my clean vehicle not matching the IRS records. The dealer filed the report 3 weeks ago, and the IRS might now have updated their records yet.
Pourquoi TurboImpôt indique-t-il que mes formulaires sont verrouillés ou n’ont pas été finalisés?   Il n'y a pas de date précise dans le moment. Merci de patienter.
My 98 year old mother has been living with me in the home I purchased in 1989. She had been contributing towards expenses until December 2024 when she became disabled. She was admitted to the hospita... See more...
My 98 year old mother has been living with me in the home I purchased in 1989. She had been contributing towards expenses until December 2024 when she became disabled. She was admitted to the hospital and then transferred to a rehabilitation facility until March of 2025, In January 2025, I consulted with an elder care attorney who recommended that we have her designate me as her POA, to which she agreed. He also suggested that I create a rental agreement whereby she pays me rent in order to a) memorialize what she had been contributing to the household (Taxes, insurance, repairs, heat, water, sewage, security, food etc.) b) work at spending down here assets to qualify for Medicaid, but she was denied due to her assets are in excess of the maximum allowable in the state.   The house has 8 rooms (4 bedrooms on the second floor) and 4 rooms on the first floor (living room, dining room, family room and kitchen with a half bath). Total square footage is 2035, with 1334 on the first floor and 701 on the second floor.   She pays 1,300/month of her Social Security and her Medicare Supplemental. She has one of the 4 bedrooms, but since she returned home in May, she has been spending all her time on the first floor in the family room where she sits/sleeps in a recliner because she cannot climb the stairs to the bedroom floor. She can get to the the other rooms but rarely does.   I provide her with food, drink and and medication as well as anything else she needs. There is no other caregiver but me.    I don't know how to allocate the expenses against the income I receive from her and need some guidance.   Please provide some assistance.
Hello, I have imported 1099-DIV from Charles Schwab and then got a Corrected 1099-DIV today. You recommended deleting the form. Can I keep existing form and correct the numbers instead?
I sold some BRK.B at Charles Schwab this year. As such, I would expect the sale to appear in the 1099 from Schwab, which it does. I imported the data into TurboTax and looked at the generated tax ret... See more...
I sold some BRK.B at Charles Schwab this year. As such, I would expect the sale to appear in the 1099 from Schwab, which it does. I imported the data into TurboTax and looked at the generated tax return. It does not show any sale of BRK.B. It is possible, but not likely I deleted the entry by accident.   I created a new dummy tax return and imported the data from Charles Schwab and only that broker. The sale of BRK.B showed up.    According to ChatGPT the BRK.B sale got aggregated. I do not think that is right and it should not have been aggerated but shown explicitly on form 8949.   What should I do?