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DoninGA · ‎February 27, 2026

You are only able to view the State tax return summary without paying the TurboTax account fees. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View ...

You are only able to view the State tax return summary without paying the TurboTax account fees. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on (State) Tax Summary on the left side of the screen.

dpresley9 · ‎February 27, 2026

Just received corrected 1099-DIV after filing return via Turbo Tax. Qualified and Non-Qualified dividend amounts changed. Do i need to file an amended return?

user17719627076 · ‎February 27, 2026

I reviewed the deduction section, quickly clicking through. Then the fix my retrurn button. Check sections 25 to 35 or so. You need to have a final number even 0.

LisaJade · ‎February 27, 2026

After following the steps you outlined in TurboTax to enter the 1099-INT "Nominee Distribution": Q: What are the steps to issue the other person a new form 1099-INT and file it with the IRS? Do ...

After following the steps you outlined in TurboTax to enter the 1099-INT "Nominee Distribution": Q: What are the steps to issue the other person a new form 1099-INT and file it with the IRS? Do I also have to file form 1096? And is filing the new 1099-INT (and form 1096?) with the IRS done through (snail) mail (versus through Turbo Tax)?

Keneng · ‎February 27, 2026

Within Schwab you may have to go into Security settings, then to Linked Apps and remove prior connections to Schwab. Open TurboTax and delete any 1099 connections to Schwab, then restart application....

Within Schwab you may have to go into Security settings, then to Linked Apps and remove prior connections to Schwab. Open TurboTax and delete any 1099 connections to Schwab, then restart application. I had to do that to clear any old cache. Restart TurboTax and make connection and Import. May have to do a few times to see if Import worked. Also there should be data in PDF, XML and CVS. If not, in my case I had to contact Schwab support to re-load new files.

marystowlaw · ‎February 27, 2026

Where do we enter senior tax deduction in Turbo Tax

costcohotdog · ‎February 27, 2026

Yeah the trashcan doesn't work. I hit the trashcan and it opens a page to update my state return...not delete it. I can't even go through with an option to "file later", it is trying to force me...

Yeah the trashcan doesn't work. I hit the trashcan and it opens a page to update my state return...not delete it. I can't even go through with an option to "file later", it is trying to force me to file...but I can't because I don't qualify for the working tax credit.... This really needs to be fixed. I've been in this loop of attempting to file my federal for over an hour. Turbotax used to be easy.

user17722241341 · ‎February 27, 2026

I did not receive a K1 for money I inherited from a trust what should I do

Momz · ‎February 27, 2026

My son has had his taxes deposited into my checking for the last 3 years my account shows they were deposited on Feb 24th and today Feb 27 were sent back to the Irs what should we do to get his taxes?

hnorris2829 · ‎February 27, 2026

Trying to complete Maryland taxes and noticed a 1500.00 credit for Quality Taught Incentive. Well, I am not a teacher and would like to have the credit zeroed out or the form deleted from the return.

Griffermeow · ‎February 27, 2026

user17719627076 · ‎February 27, 2026

You may generate the pdf of the tax return before submitting. Review form 1116

Wrobo · ‎February 27, 2026

Note: I have deleted form 5695 and answered all of the Home Energy Credit interview questions three separate times before posting this 'Request for Help' form Turbo Tax. After answering all the inte...

Note: I have deleted form 5695 and answered all of the Home Energy Credit interview questions three separate times before posting this 'Request for Help' form Turbo Tax. After answering all the interview questions for deductions and credits for Home Energy Credits - Form 5695 is not being populated/filled out properly. The software is giving me credit for Solar Panel Project I installed; but it is not giving me credit for the Heat Pump Water Heater that I installed. In the 'forms' area, Form 5695 is flagged with a red exclamation point, and is labeled as "(Not Done)". Upon inspection of the line items on the form, I noticed the following issues: Line 21a and 21b are not marked as Yes or No, even though I answered questions in the interview section as 'Yes' Line 21c has my correct address listed - BUT - it is Red Text on a Pink background (indicating some type of issue). Line 29h is filled in with a '0' - BUT - It should be filled in with '596' - BECAUSE - line 29g is 1,988 AND line 29h should be Line 29g multiplied by 0.30 (1,988 X 0.3 = 596). Line 30 should be 596 - BUT - it is '0' Since line 29h is improperly filled out with a '0'. HELP

AmyC · ‎February 27, 2026

Do they have different letters? 1098-T, 1098-E, C, F or are they all the same letter? Did you have a loan sold to create the extra forms or refinance? You would have a form from each loan servicer....

Do they have different letters? 1098-T, 1098-E, C, F or are they all the same letter? Did you have a loan sold to create the extra forms or refinance? You would have a form from each loan servicer. Depending on what this is for, we can review rules and amounts. Would you please tell us more about your forms so we can help you?

user17719647408 · ‎February 27, 2026

Yes, I downloaded my 1099-B from Schwab into TurboTax yesterday. Previous attempts did not give me any error messages. I would get to a page that gave me the option to download into TurboTax when th...

Yes, I downloaded my 1099-B from Schwab into TurboTax yesterday. Previous attempts did not give me any error messages. I would get to a page that gave me the option to download into TurboTax when the file was ready, (a toggle button). I turned it on and hit OK button and it died there. Best I can figure my 1099-B was available for download to my computer in .pdf but wasn't available for loading directly to TurboTax until several days later. Again, I never received any error messages and TurboTax just sat there waiting for the download.

MarilynG1 · ‎February 27, 2026

If you indicated that you withdrew the excess on your 2024 return, you would not have Form 5329, as no penalty would be assessed. If contributions were made by payroll deduction, the excess would be...

If you indicated that you withdrew the excess on your 2024 return, you would not have Form 5329, as no penalty would be assessed. If contributions were made by payroll deduction, the excess would be added to your income and reported on Form 1040 automatically. Here's more detailed info on Excess HSA Contributions. @NSiw2874

abjelland · ‎February 27, 2026

I have checked everything and the only thing that might be wrong is her DL lists her middle name in full, but it just gives her initial on her tax return, however TurboTax doesn't give me a way to go ...

I have checked everything and the only thing that might be wrong is her DL lists her middle name in full, but it just gives her initial on her tax return, however TurboTax doesn't give me a way to go back in and correct that. How can I get back into it?

user17722233565 · ‎February 27, 2026

I'm working on Form 1041 for an estate which received a non-taxable legal settlement which was deposited to an estate bank account (no interest) and the money were distributed to the beneficiaries. ...

I'm working on Form 1041 for an estate which received a non-taxable legal settlement which was deposited to an estate bank account (no interest) and the money were distributed to the beneficiaries. What do I put on line 9 of Schedule B: the amount distributed to the beneficiaries or zero since there was no income earned? Thank You.

pamcintyre · ‎February 27, 2026

I have the same issue. My tax return is ready to be filed and my State requires mail in returns. Unfortunately, I cannot print the federal form 1120, at least not the first 6 pages. So, I'm unable to...

I have the same issue. My tax return is ready to be filed and my State requires mail in returns. Unfortunately, I cannot print the federal form 1120, at least not the first 6 pages. So, I'm unable to file my State return. Is this a bug fix that Intuit is working on? It seems like several people have this same issue going on for 2 or 3 weeks now.

AmyC · ‎February 27, 2026

Let's break this down. The hardship payment: personal resident - not taxable if it offsets the actual cost of temporary housing rental/ investment - rental income Corpus - lump sum paym...

Let's break this down. The hardship payment: personal resident - not taxable if it offsets the actual cost of temporary housing rental/ investment - rental income Corpus - lump sum payment is generally treated as return of capital to reduce your basis rather than being taxable income. Rentals are reported on Sch E. Investment sales on Sch D, foreign tax paid on Form 1116 @user17722201526

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Re: how to view state return before paying tt fee

Corrected 1099-DIV

Re: Reject Code F1116-007-02

Re: Joint savings account with interest

Re: Charles Schwab import not working

We qualify for the senior tax deduction but Turbo Tax is not applying it.

Re: Why is TurboTax forcing a WA state filing

Ki

Taxes

Maryland form 502CR Part C $1500 credit

how to view state return before paying tt fee

Re: Reject Code F1116-007-02

Form 5695 Not Populating Properly

Re: i have 3 1098s which one do i use?

Re: 1099-B Schwab Import Failing: We couldn't auto-fill your return

Re: I Made excess HSA contributions in 2024, I withdrew the said amount on 02/14/2024. My 2024 fi...

My daughter's (teenager) IL tax return keeps getting rejected for Reject Code IL1040-8600-2. I can't get back in to correct her middle name on the return. Help!

Estate Return Form 1041 Schedule B line 9 (Income Required to be Distributed Currently)

Re: 2025 BUSINESS DESKTOP 1120 FORM

Re: Us tax treatment of Indian capital receipts

Do you have a TurboTax Online account?

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