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AmyC · ‎March 4, 2026

Follow these steps: Once you finish the WV nonresident return, you will need to leave the state section. Go back to your federal anywhere. Return to the state section and you should see Y...

Follow these steps: Once you finish the WV nonresident return, you will need to leave the state section. Go back to your federal anywhere. Return to the state section and you should see You've Finished Your WV Return Select the top section, Personal or General Information and go back through making adjustments in the nonresident allocation screens.

ThomasM125 · ‎March 4, 2026

You can answer that you only earned them in one state and enter Tennessee for the state you earned them in. The purpose of the question is to determine if any of the dividends are from the state you ...

You can answer that you only earned them in one state and enter Tennessee for the state you earned them in. The purpose of the question is to determine if any of the dividends are from the state you live in, as they may not be taxable in that state. Since you don't have a state income tax, it won't matter what state you assign the income to.

MarilynG1 · ‎March 4, 2026

If you accidently Efiled a Federal return that was previously Efiled, the efile should be Rejected, with an error message that a return has already been filed with that SSN. You'll receive an email ...

If you accidently Efiled a Federal return that was previously Efiled, the efile should be Rejected, with an error message that a return has already been filed with that SSN. You'll receive an email from TurboTax, whether Accepted or Rejected, about 48 hours after filing. @user17725418717

Vanessa A · ‎March 4, 2026

Are you using the online or desktop version? If you are using the desktop version, you can just switch to forms mode to look for form D422 which is the underpayment penalty worksheet for North Carol...

Are you using the online or desktop version? If you are using the desktop version, you can just switch to forms mode to look for form D422 which is the underpayment penalty worksheet for North Carolina. If you are using the online version, you can go to the print center and then select all forms and you should be able to see your form D-422. You can also find the underpayment penalty and interest screen by walking through the state interview questions. Here you should be able to edit the numbers. Be sure that if you are editing the numbers that you are correct in editing them. Another way you can see this is by going to the start of the state interview. There should be a screen that tells you your taxable income, tax withheld and tax liability. If this does not look correct, you can go back to the federal income section and select Income>>Wages>>W-2 and double check the entries in your W-2 box 15-17. Be sure that you have commas and periods in the correct spot as well as making sure the numbers are correct. The only place you can change your taxes withheld is in the W-2 section. If the numbers are correct and you simply did not have enough withheld, you would need to make changes with your employer and how much they are withholding. The tax rate for 2025 was 4.25%. North Carolina State Income Tax in 2025: A Guide

amvivaldi · ‎March 4, 2026

The deceased had already started RMDs in prior years. Also, the beneficiaries have elected to make a total withdrawal and will report in their returns.

triolo2 · ‎March 4, 2026

I paid my estimated taxes on or before each quarterly due date. The 110% amount for 2025 was calculated by a professional accountant/CPA.

beckylemme20 · ‎March 4, 2026

patsitton · ‎March 4, 2026

grc11131946 · ‎March 4, 2026

TT Deluxe for 2025 not importing documents from Schwab 1099 as of today Mar 4, 2026. Called TT but no help, said there must be over 10K transactions; ugh not even close. Small number of transactions...

TT Deluxe for 2025 not importing documents from Schwab 1099 as of today Mar 4, 2026. Called TT but no help, said there must be over 10K transactions; ugh not even close. Small number of transactions, not 10K. Program says were good with import but flags all docs as exclamation and no data on the 1099 forms.

DianeW777 · ‎March 4, 2026

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: (Don't forget to g...

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: (Don't forget to give us the state) TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools. Then select Tools below Tax Tools. A window will pop up which says Tools Center. On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent') We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution. @MPBreese

user17726483131 · ‎March 4, 2026

When reviewing over my Georgia tax forms, I found that the Georgia Form 500 p1-3, Georgia Itemized Deduction Smart Worksheet Item #4, is showing $10,000 as the SALT limitation. Didn't this change to...

When reviewing over my Georgia tax forms, I found that the Georgia Form 500 p1-3, Georgia Itemized Deduction Smart Worksheet Item #4, is showing $10,000 as the SALT limitation. Didn't this change to $40,000 for tax reporting year 2025? Shouldn't this worksheet be showing the $40,000. I am using the Turbo Tax Desktop version.

tigerlily02142 · ‎March 4, 2026

unter9span · ‎March 4, 2026

Federal: 1. Import of 1099-DIV didn't work in Chrome. Does work on Firefox. 2. Foreign Tax credit not handled. 3. Had to enter charitable deductions twice because it lost the data after the first tim...

Federal: 1. Import of 1099-DIV didn't work in Chrome. Does work on Firefox. 2. Foreign Tax credit not handled. 3. Had to enter charitable deductions twice because it lost the data after the first time. Oregon: Didn't include federal tax liability. 2.Incorrectly calculated the amount of federal pension income to be excluded (didn't prorate by months of service before 10/1/1991). Didn't dedfuct Portland Arts Tax. All: As usual, only provided options to buy extra services now or to buy later, not to skip altogether, and didn't provide option to e-file just the Federal return. These are offensive self-serving aspects. Because of the many bugs, I felt I had to check many other calculations because I had no confidence in TurboTax. I will investigate other software in the future despite my decades of using Turbtax. Maybe I should have treated the software as beta and waited until much later to use it, but I like to file early for planning purposes zand to adjust withholding.

DianeW777 · ‎March 4, 2026

Enter DEX or Digital Asset Exchange for the name of the Digital Asset Service, it should allow you to move forward. You can always choose 'Other' category to enter your transaction if you prefer. Th...

Enter DEX or Digital Asset Exchange for the name of the Digital Asset Service, it should allow you to move forward. You can always choose 'Other' category to enter your transaction if you prefer. This is used for many investment transactions that may not be named. Your IRS form 1099-DA reports gross proceeds, the digital asset, the number of units and the number of transactions. Select Wages & Income. Scroll to Investments and Savings. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) > Add investments. On the Save time and connect your financial accounts screen, select Enter a different way > Select Type it in myself, then Continue. OK, let's start with one investment type, select Digital Assets > Click Continue. On the screen Which bank or brokerage is on your 1099-DA, enter the information > Continue. On the screen Did you get a 1099-DA from XXX?, select Yes. Click Continue. Answer the questions at the screen Tell us about the sales on your 1099-DA Test Scenario: When I test a scenario I entered the following: Number of units: .0000000567 Sales date: 12/31/2025 Proceeds: 0 (entered the zero) On the screen 'Let us know if any of these situations apply to this sale' I selected 'None of these apply' Any digital currency you purchase becomes income at the time you redeem or sell the digital currency and must be reported . Cryptocurrency Guide (digital currency) Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

AmyC · ‎March 4, 2026

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

tacunkart · ‎March 4, 2026

I'm prompted for an explanation for recharacterizing my roth contribution to traditional IRA. The form includes the amount I'm recharacterizing, but it shows blanks for the dates of the contribution...

I'm prompted for an explanation for recharacterizing my roth contribution to traditional IRA. The form includes the amount I'm recharacterizing, but it shows blanks for the dates of the contribution. It does not allow me to fill those parts out. I made those changes with the information through my brokerage account. Will that account for those dates or am I supposed to enter those dates on the explanation window. If so, how? If not should I just proceed with filing?

talbrechtsen · ‎March 4, 2026

The form is also triggering an address error when I try to review my federal forms. I have deleted the form and tried starting over, but I run into the same problem. Is there a way to fill out Form ...

The form is also triggering an address error when I try to review my federal forms. I have deleted the form and tried starting over, but I run into the same problem. Is there a way to fill out Form 5695 manually without the interview questions? I'm using the TurboTax online platform.

Solar Eclipse · ‎March 4, 2026

Is it possible to search for a specific phrase? (It seems the default is to return hits on any words within a phrase) Also, is there any way to order the search results? (For example newest fir...

Is it possible to search for a specific phrase? (It seems the default is to return hits on any words within a phrase) Also, is there any way to order the search results? (For example newest first) Thanks, SE

AmyC · ‎March 4, 2026

NY changed the reporting requirements to include the IT-225 for items not explicitly labeled on their own line. Great question!

lzarybnicky · ‎March 4, 2026

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Re: I am unable to return to nonresident schedule of income and change the tax amount in Column C

Re: what to enter " Tell us more about your exempt-interest dividends: in tennessee? 1099-div

Re: My grandsons NYS tax says printed and doesn’t appear already filed . I want it to be efiled

Re: Underpayment penalty- how is it calculated

Filing a final tax return for a deceased relative who passed away before receiving the RMD for that year. What if any entries are required on the deceased's tax return?

Re: Last year I payed 110% of previous year estimated taxes (safe harbor). TurboTax program says ...

I was 65 last year and believe my Standard Deduction should be: standard: 15,750 add over 65 2000 add over 65 6000 23,750. The calculated deduction is 17,750.

I would like to connect my bank account at TVA Credit Union with my Turbo Tax account but it is not showing up as available to link

TT Deluxe not importing from Schwab for 2025

Re: I have this one error that I cannot resolve: net income allowable to qualified payments to ag...

Georgia Form 500 p1-3 is deducting $10,000 SALT instead of $40,000

Will I recieve my refund direct deposit as it says tomorrow March 4th on the IRS where’s my refund website? The fee for having taxes done was taken out of return

2025 bugs to be aware of

Re: Turbotax workflow for entering Crypto transactions without a 1099-DA

Re: I am getting stuck on the TP NYC worksheet .

Recharacterization explanation

The interview questions are not filling out Form 5695 correctly. I have a 2025 expense of $5192 for a qualified heat pump water heater, but get $0 credit. Suggestions?

Can the forum search function search for a phrase?

Re: Dividends from US obligations exempt in New York IT 225

If I performed a backdoor conversion from a traditional IRA to a Roth IRA for the year 2025 in 2026 how do i add this into my tax return if I did not receive a 1099R?

Do you have a TurboTax Online account?

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