All Posts

You'll need to mail the return. The 2024 e-file is closed. Rejection is not the same as amending to correct something. Rejection means the IRS never got it, so there is nothing to amend.    if your return is complete, you'll need to pay any TurboTax fees before you can print it.   If incomplete, you'll need the 2024 desktop to complete it  you can upload the started return from your online account, so you'll be able to use what's already completed or start from fresh - no upload.   https://turbotax.intuit.com/personal-taxes/past-years-products/ .  

First question: did you receive Healthcare coverage?    Find the Healthcare Insurance Marketplace from whom you purchased your coverage, look for the form and download it. Or call them and request one.   Hope this helps!

I assume this is an excise tax penalty caused by a missed or incorrect Required Minimum Distribution. If you made the correct RMD, then it's possible the interview questions were answered in a way that makes the program think you didn't take your full required amount. Go back to the 1099-R entry and carefully review the RMD section to confirm that the full required RMD was taken in 2025.     For more information, see  Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs)  

@ d170m  TurboTax from Online Costco is license activation code.   By "shipped", it comes in email; maybe a better choice of words for them to use would be "fulfilled".   Did you get a second email with the license activation code?    The email with the activation code comes from a third-party company--not from Costco--who handles the software distribution for Costco.   It should come in 30 minutes to 2 hours after purchase.  See if that second email ended up in your email's spam/junk folder.     Once you receive the code in the second email, here's how to download the installation file:   FAQ:  Getting started with desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

Thanks for coming back on this Robert; I’m going to reach out to an expert next week.  The initial change was the filing status, but I know I’m also now required to move an excess contribution from my Roth to a Traditional IRA. Once I speak to fidelity I’ll circle back offline. Initially the sections were available to click through but now they’re no longer accessible.   I’ll be sure to let the wider audience know of the outcome in case they’re experiencing similar issues. 

I'd like to get a proper ETA on form TP-726.7. As mentioned by many in multiple threads (including the ones in the French forum), many of your customers have been ready to file their taxes for days / weeks and even with today's update to the Desktop version, we still can't send in our taxes.

No.  Just report the amount of your box 1 dividends multiplied by the % of government obligations.  Short-term capital gains in a mutual fund are reported to shareholders   on Form 1099-DIV (Box 1a) as ordinary dividends, not capital gains. Long-term capital gains are reported as Capital Gain Distributions.  Supplemental information for mutual funds that provide the percentage of income from government obligations typically report that amount separately for dividends and distributions (if applicable).  

if you were not covered by Helathcare.gov/ACA/Obamacare yoiu won't get one. In that case, you answer no to having that coverage. If you did have coverage, you'll have to get a copy of the form from its website https://www.healthcare.gov/tax-form-1095/ 

Your message is a bit vague, but I will try to guide you through some options.   What is your Filing Status?  For single filers, these base amounts are $25,000 and $34,000, while for those married filing jointly, the thresholds are $32,000 and $44,000.    Determining whether a disability benefit is subject to federal income tax depends solely on the origin of the funds, such as whether they come from a government program, an employer-sponsored plan, or a private insurance policy.   And lastly, what is your age?  Individuals who are age 65 or older, or who are under 65 and retired on permanent and total disability, may be eligible for the Credit for the Elderly or the Disabled. To qualify, a taxpayer must have received taxable disability income and must not have reached their employer’s mandatory retirement age as of January 1 of the tax year. I hope this helps!   What is the source of your DI? If it is SSDI, then you should have received a Form SSA-1099 that provides you with the necessary information.  Disability payments made from a retirement plan are reported on Form 1099-R. Employer-paid disability or sick pay is typically reported on Form W-2.

Better idea - fix the software, or at least post the solution here so that others can find it.  We have many other employees with the same problem, and I'm sure there are many other Canadians that will run into this too.