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February 27, 2026
12:14 PM
since your spouse isn't filing, you can use either method.
February 27, 2026
12:13 PM
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February 27, 2026
12:12 PM
Thanks TG..... That cleared up the problem. It would have been nice if TurboTax posted that information that Georgia was not accepting business tax returns. Having used TurboTax for all these ...
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Thanks TG..... That cleared up the problem. It would have been nice if TurboTax posted that information that Georgia was not accepting business tax returns. Having used TurboTax for all these years (from the 80's with floppy disks) there were times where you would have a problem with your data. The tax form would print ok but you would have problems transmitting the return electronicky. For many years I skipped e-filling because it was easer to print and mail the return rather than chase down the entry error. Usually it was an extra space or an item that was zero was left blank. Again Thanks
February 27, 2026
12:11 PM
I am having problems with form 5695 also. I installed solar panels and all the supporting hardware (top part of the form) AND I installed a heat pump water heater (bottom part of the form). Turbo T...
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I am having problems with form 5695 also. I installed solar panels and all the supporting hardware (top part of the form) AND I installed a heat pump water heater (bottom part of the form). Turbo Tax is not giving me credit for the heat pump water heater - The 5695 Form is flagged with a red exclamation point; and is labeled as "(Not Done). When I scroll through the form - line 21a and 21b are not marked at Yes or No (even though I answered questions to indicate yes) AND line 21c has my correct address listed, but it is highlighted in red on pink background. Finally, line 29g is filled out with a number (1,988) - BUT - line 29h is blank (when it should be filled in with a basic calculation - 1,988 X 0.3 = 596. Since line 29h is blank, line 30 is also blank (it should be 596). HELP - This issue/error would cost me $596 - as this is a tax credit. Note: I've tried deleting the form entirely (and completing all the interview questions in the deductions and credit section) - Three times already.
February 27, 2026
12:10 PM
TT IS CALCULATING EXSTIMATED TAXES INCORRECTLY. IT CALCULATES 110% OF ESTIMATED TAXES BASED ON TOTAL TAX LINE, BUT IRS CLEARLY STATES THAT THE SAFE HARBOR RULE CAN APPLY AND THAT NET INVESTMENT INCOM...
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TT IS CALCULATING EXSTIMATED TAXES INCORRECTLY. IT CALCULATES 110% OF ESTIMATED TAXES BASED ON TOTAL TAX LINE, BUT IRS CLEARLY STATES THAT THE SAFE HARBOR RULE CAN APPLY AND THAT NET INVESTMENT INCOME TAX IS A SURCHARGE AND NEED NOT BE INCLUDED IN THE CALCULATION OF ESTIMATED TAXES DUE, TO AVOID PENALTY. ANY COMMENTS?????
February 27, 2026
12:10 PM
DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return...
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DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return you will get two emails from TurboTax. The first one will say your return has been transmitted; the second one will tell you the IRS has accepted or rejected your federal e-file. If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.
Check your e-file status:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
What does it say in your account? Does it show that the return was accepted? Or does it say something else---like "rejected," "printed," or "ready to mail?”
February 27, 2026
12:10 PM
I looked at the link you provided. I cannot explain why the NJ estimated-tax-payment site defaulted to 17 June 2025 and 16 September 2025, but it did. The printed receipt I received when I auth...
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I looked at the link you provided. I cannot explain why the NJ estimated-tax-payment site defaulted to 17 June 2025 and 16 September 2025, but it did. The printed receipt I received when I authorized automatic bank withdrawal on those dates states clearly that the due dates are 17 June 2025 and 16 September 2025 respectively. Since I paid the tax on those days through the official NJ site, I want to have my filing reflect this information. I need help to be able to achieve this.
February 27, 2026
12:09 PM
I’m going to start by trying to ask a general question, and then I’ll give details on why I’m am asking: Q: If all transactions in the 1099-B “Proceeds from Broker” section do not have a reported...
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I’m going to start by trying to ask a general question, and then I’ll give details on why I’m am asking: Q: If all transactions in the 1099-B “Proceeds from Broker” section do not have a reported cost basis and instead turbotax uses the transactions from the 1099-B "Supplemental Stock Plan Lot Detail" section, does the “Proceeds from Broker” section serve the filer any purpose and does TurboTax even store that information (I can’t find it). After having done a first pass over my taxes, but before I filed, my broker issued a correction to my 1099-B. The errors fixed related to RSU transactions. There are about 27 of them, and the changes amounted to essentially removing 4 of the transactions and replacing with 4 others. This is in the “Proceeds from Broker and Barter Exchange Transactions” section of the 1099-B. This impacted the total shares sold and the proceeds total. There were no changes to the “Supplemental Stock Plan Lot Detail” used to adjust the cost basis of the shares (adjusted because 1099-B shows them with a $0 cost basis). What I noticed now is that the "Proceeds from Broker" section and the supplemental section are now agreeing with each other w.r.t. total shares sold and total proceeds, which is good. Previously they did not. I’m surprised TurboTax didn’t flag this error. I’m trying to figure out how to update my return with these corrections. I really don’t want to remove the downloaded 1099-B and re-download it, mostly because dealing with the supplemental transactions is probably where I’ve already spent half my time with this tax return. Not something I want to repeat. I noticed that currently the 8849 and schedule D seem to be using the data from the supplemental, not the “Proceeds from Broker” section that is reported directly to the IRS. Since there was no correction to the supplemental, and it appears to be correct, my return also appears to be correct, even without applying any of the 1099-B corrections. I’m not so sure the 1099-B “Proceeds from Broker “ section is actually serving my return any purpose. When I edit the 1099-B in EasyStep mode, it shows my the supplemental transactions, not the “Proceeds from Broker” transactions, so I’m not so sure there is actually anything for me to correct. The IRS will use their copy of the 1099-B to verify that my 8849 and schedule D totals look correct, but since the 1099-B is not actually part of my return, it seems I don’t even need to correct these errors (and in fact there may be nothing to correct). Am I understanding this correctly?
Topics:
February 27, 2026
12:09 PM
I am using TurboTax 2025 Deluxe (WinPerRelease Module version 025.000.0270). I have just installed the latest updates on February 27, 2026. I am also using Windows 11 Home.
I am unable to per...
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I am using TurboTax 2025 Deluxe (WinPerRelease Module version 025.000.0270). I have just installed the latest updates on February 27, 2026. I am also using Windows 11 Home.
I am unable to perform the simple task of inputting my interest and dividend income into TurboTax.
After clicking Yes on the page that asks, “Did you have investment income in 2025?” I then get a page I have never seen before. The first line on that page reads: icn-accurate-reporting-investment-sales.svg. The second line reads: Let’s finish pulling in your investment income. The third line reads: You can import from more accounts by selecting Add investments.
There is only two buttons available on this never-before-seen page. So I click first on the Add Investments button. That takes me to the page that says, Let us Enter Your Bank and Brokerage Tax Documents. This is the section that automatically retrieves investment information from your banks, which is not what I want to do. I want to input the information manually.
So I then go back to click on the only other button available, which is Confirm. That takes me to the Other Interest and Dividends page, which handles uncommon situations. I then select None of the Above, and then I click Continue. That takes me out to the Your 2025 Income Summary.
So how do I manually input my interest and dividend income? Am I doing some wrong?
Thanks.
February 27, 2026
12:09 PM
There is no where to enter the date of the sale, and the selling price.
Topics:
February 27, 2026
12:09 PM
you can report the children's income on your return but only if the child's only income is from interest, dividends, and capital gain distributions. You are not required to use this method even if qu...
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you can report the children's income on your return but only if the child's only income is from interest, dividends, and capital gain distributions. You are not required to use this method even if qualified.If securities were sold in their account, you can not use this method
The advantages of filing on parents' return:
No need to file a separate return for the child, which might save some TurboTax fees
Parents' income is increased, which may allow a larger investment interest deduction
The parents' AGI-based limit on charitable contributions is increased
For most parents, only the first one is relevant
The disadvantages:
Lost deductions for the child, such as any early withdrawal on savings penalty
Greater net investment income. This could subject parents to NIIT or increase the tax
Potentially a greater tax on the child's income. The first $1,350 of the child's taxable income MAY BE taxed at 10%, unless it consists of qualified dividends and/or capital gain distributions
February 27, 2026
12:08 PM
Hi, My employer listed all tip income in box 7, social security tips. The issue is this amount also includes tips from the employer. Turbo tax asks if any tips were from the employer - yes and the...
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Hi, My employer listed all tip income in box 7, social security tips. The issue is this amount also includes tips from the employer. Turbo tax asks if any tips were from the employer - yes and then disqualifies the deduction even though a significant portion are legitimate tips made from customers not associated with the employer. I would like to include these tips, but turbo tax does not offer the option to do so. Is there any way to do so?
February 27, 2026
12:08 PM
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboT...
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How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Remove Premium Services
Remove MAX Defend & Restore
Remove a state
Remove PLUS Help & Support
Remove Pay With Your Refund
February 27, 2026
12:08 PM
Why does TurboTax ignore the "Employer Matching (Profit Sharing) Contributions" completely when calculating the remaining "Amount to contribute by plan due date?" In the "Business Income and Expe...
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Why does TurboTax ignore the "Employer Matching (Profit Sharing) Contributions" completely when calculating the remaining "Amount to contribute by plan due date?" In the "Business Income and Expenses" Section under "Self employed retirement plans," I select "Maximize Contribution to Individual 401(k)" and then enter the correct information on the following pages as asked. For a self employed individual, with Individual 401(k) plan only (no other retirement plans) and only 1099 income, TurboTax calculates the "Maximum allowed to qualified plans" correctly. But then, TurboTax considers only the "Elective Deferrals" and "Catch-Up Contributions" made to calculate how much more can be contributed. It ignores the "Employer Matching (Profit Sharing) Contributions" also made. This is not correct. If I contribute the "Amount to contribute by plan due date" provided by Turbo Tax, I will exceed the IRA limit. What am I missing? Thanks!
February 27, 2026
12:06 PM
I'm a first year US resident filing MFJ and elected full-year residency. I earned foreign wages (~$31k) which I entered as other income on line 1h of my Form 1040. I paid ~$10,600 in foreign taxes on ...
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I'm a first year US resident filing MFJ and elected full-year residency. I earned foreign wages (~$31k) which I entered as other income on line 1h of my Form 1040. I paid ~$10,600 in foreign taxes on those wages.
I went through Deductions & Credits → Foreign Tax Credit, selected Take a Credit, Simplified Method, and foreign employer wages.
However Form 1116 is showing my entire foreign tax amount as excess with $0 allowed credit, despite having a US tax liability of $8,970. I suspect Form 1116 Part I is blank which is causing the credit limitation to calculate as zero. I am not claiming FEIE.
How do I correctly get my foreign wages into Form 1116 Part I so the credit actually applies?
Topics:
February 27, 2026
12:06 PM
No one else can see your screen or your tax return. To get help from the user forum, you need to ask very clearly worded, specific questions.
February 27, 2026
12:06 PM
You decide how to receive your tax refund when in the File section of the program on Step 2.
Yes, you can delete forms.
If you are using the desktop, switch over to Forms mode. Locate the forms from the left, select delete. See How do I delete a tax form in TurboTax Desktop?
If you a...
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Yes, you can delete forms.
If you are using the desktop, switch over to Forms mode. Locate the forms from the left, select delete. See How do I delete a tax form in TurboTax Desktop?
If you are online, look at the menu on the left side and select tax tools, then tools. See How do I view and delete forms in TurboTax Online?
@hhp94001
This has been corrected now.
If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.
If you are usi...
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This has been corrected now.
If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.
If you are using the online software, Clear Cache and Cookies.
February 27, 2026
12:04 PM
Thank you so much. That worked perfectly. Must say I am not impressed with how everything is so hard to find in TT this year. However, all's well that ends well. Thanks again.