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March 3, 2026
9:15 AM
@LindaS5247 so going off of what this says, my adjusted refund from the IRS was $139.00 (46.77 after TT took their cut). The incorrect refund because of the wrong information (original 1095-A that wa...
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@LindaS5247 so going off of what this says, my adjusted refund from the IRS was $139.00 (46.77 after TT took their cut). The incorrect refund because of the wrong information (original 1095-A that was sent) was $2346. What is the wrong portion here? The info that was given to me was incorrect.
March 3, 2026
9:14 AM
When I filed my tax returns, I received two emails from TurboTax, one saying "received", the second saying "accepted." Two weeks later, I go into check the status of my refund, and my return status i...
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When I filed my tax returns, I received two emails from TurboTax, one saying "received", the second saying "accepted." Two weeks later, I go into check the status of my refund, and my return status is "received" not "accepted." What's going on?
March 3, 2026
9:13 AM
I am a teacher at a public school in New York State and as such am a member of a union. I participate in leadership roles related to local chapter work and receive a stipend from my local chapter as ...
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I am a teacher at a public school in New York State and as such am a member of a union. I participate in leadership roles related to local chapter work and receive a stipend from my local chapter as a result. They give me a 1099-NEC to report this income and I do not know how to answer questions related to being self-employed as I am not self-employed; I am part of my local union chapter under the larger umbrella of NYSUT. How do I fill this out accurately?
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March 3, 2026
9:13 AM
How to correct transfer problem from Federal to state Returns?
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March 3, 2026
9:12 AM
Until now I've been using turbotax for windows but I switched to the Mac turbotax for the first time this year. I just started a new return and as usual I began by transferring my return from last ye...
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Until now I've been using turbotax for windows but I switched to the Mac turbotax for the first time this year. I just started a new return and as usual I began by transferring my return from last year into turbotax, so I selected the 2024 PDF and saw that turbotax was doing something. Usually, after doing this when I go to the federal tab I would see information from last year populated, like my capital loss carry over would show up in the investment income section. But nothing is showing up. When I clicked on start on the loss carry over button, it shows 0 for every entry. So I am concerned that none of my data seems to have actually transferred over. What should I do? I also noticed Turbotax imported my name incorrectly from the last year's forms which I find very odd. Why would that have happened? I corrected it but it has me wondering what's going on with the transfer function/
March 3, 2026
9:11 AM
They contributed to my HSA but it's not in box 12
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March 3, 2026
9:11 AM
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March 3, 2026
9:10 AM
My understanding is that accrued interest should not be included in cost basis of the bond(s).
March 3, 2026
9:10 AM
Having the same issue
March 3, 2026
9:10 AM
@cmthompson09 Hey, nope no lengthy replies appeared. Thanks!
March 3, 2026
9:09 AM
how can i access my 2024 turbo tax agi?
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March 3, 2026
9:09 AM
I've been using Premier since about 2015 because the packaging since then implies that Deluxe stopped supporting imports to Schedule D (cap gains/losses from stock/mutual fund sales), and I wasn't w...
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I've been using Premier since about 2015 because the packaging since then implies that Deluxe stopped supporting imports to Schedule D (cap gains/losses from stock/mutual fund sales), and I wasn't willing to chance needing to upgrade. Edit: I googled some more, and it seems like Deluxe will allow manual entry of stock sales, so OK for a few transactions. I just tried FreeTax USA to see how that compares, and their "import" had me checking more than 20 sales of one mutual fund (each lot listed separately, lots of them because of dividend reinvestment.) To save time, it suggested deleting the import and manually entering "summary" data. I gave up after that.
March 3, 2026
9:08 AM
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March 3, 2026
9:07 AM
March 3, 2026
9:07 AM
I need my 1099R from OPM.
March 3, 2026
9:07 AM
1 Cheer
I tried splitting into two separate 1095-A's and it worked. Thanks for the great suggestion! I do have a couple questions. 1) You mention that the policy number doesn't go on the return, but...
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I tried splitting into two separate 1095-A's and it worked. Thanks for the great suggestion! I do have a couple questions. 1) You mention that the policy number doesn't go on the return, but actually it does, on form 8962 line 30(a). It also goes on the same spot on the other tax family's return. I assume that this is to coordinate the allocations. It it enough to be sure that both returns use the same number? 2) On a related note about policy numbers, the instructions say to use the last 15 digits of the policy number if more than 15 digits. That's what I did. But if I add "a" and "b" to the last 14 digits and use those, will the IRS systems still be able to reconcile my filing with the 1095-A data that they receive from the insurer? @AmeliesUncle
March 3, 2026
9:07 AM
I got a letter from NY state that my tax is adjusted. I checked the tax table of NY state and found that the TurboTax doesn't calculate the tax right for the AGI higher than 107650 and the taxable inc...
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I got a letter from NY state that my tax is adjusted. I checked the tax table of NY state and found that the TurboTax doesn't calculate the tax right for the AGI higher than 107650 and the taxable income (line 38) is less than $161,550. Does anyone see similar thing?
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March 3, 2026
9:06 AM
My income is almost the same as last year and this year I lost the senior circuit breaker tax xredit
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