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March 4, 2026
3:13 PM
Another person with the same issue: TT doesn't import data from Franklin-Templeton, does import data from other firms. Have tried with both account numbers, including and discarding the dashes. Sam...
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Another person with the same issue: TT doesn't import data from Franklin-Templeton, does import data from other firms. Have tried with both account numbers, including and discarding the dashes. Same issue whether using either firefox or edge browsers. Any solution on the horizon? (Hopefully before the tax deadline too).
March 4, 2026
3:13 PM
Hello?
March 4, 2026
3:13 PM
If you can clarify why your tax return was rejected we may be able to help you. You can use this link to schedule an appointment with TurboTax to have someone prepare your tax return if you prefer.
March 4, 2026
3:13 PM
If you have already filed your return as married filing jointly in a prior tax year. You cannot change your filing status from Married Filing Jointly (MFJ) to Married Filing Separately (MFS) after th...
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If you have already filed your return as married filing jointly in a prior tax year. You cannot change your filing status from Married Filing Jointly (MFJ) to Married Filing Separately (MFS) after the tax return due date (typically April 15), according to IRS Publication 504.
If you are concerned about any of the following on the joint return, you can request relief of liability if you qualify. You would file Form 8857. It is available in TurboTax but must be mailed. It is a signature form and will be mailed by itself. You may want to seek a professional for assistance.
Relief from joint liability. In some cases, a spouse may be relieved of the tax, interest, and penalties on a joint return. You can ask for relief no matter how small the liability. There are three types of relief available.
Innocent spouse relief.
Separation of liability (available only to joint filers whose spouse has died, or who are divorced, who are legally separated, or who haven’t lived together for the 12 months ending on the date the election for this relief is filed).
Equitable relief.
March 4, 2026
3:11 PM
I moved abroad from CA in July 2025, so I'm trying to file state tax as a part-time resident. To be specific, I terminated my lease, my driver's license, my CA employment/income, and anything related...
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I moved abroad from CA in July 2025, so I'm trying to file state tax as a part-time resident. To be specific, I terminated my lease, my driver's license, my CA employment/income, and anything related in CA. So yes, I do qualify as a part-time CA resident. However, I cannot put in my foreign address as my primary address. The instruction asks me to put city and country in the city field and use the local zip code. This results in the State which is left empty and the Zip code fields being errored out.
March 4, 2026
3:11 PM
I have a wash sale on a 1099-B (Box A); and I agree with its numbers. AT first I enter the numbers in TOTALS -- without the Wash Sale adjustment. And the total gains/loss is wrong. So I went to ed...
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I have a wash sale on a 1099-B (Box A); and I agree with its numbers. AT first I enter the numbers in TOTALS -- without the Wash Sale adjustment. And the total gains/loss is wrong. So I went to edit the entry. I checked that I have other entries and checked W for Wash Sale; and click on Continue. But that only brings me back to "Review your [account] sales section totals". So how do I input the Wash Sale adjustment? There are many transactions in Box A and the Wash Sale transaction is just one of them -- and I agree with the net numbers that are being reported in the 1099; and would rather NOT do any attachment. Do I delete the original entry and split Box A into 2 entries -- one with adjustment; and the single transactions with the Wash Sale as a separate "1099"?
March 4, 2026
3:11 PM
If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax...
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If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.
March 4, 2026
3:10 PM
It is possible for you to not owe tax and instead be getting a refund of your withholdings so it may not need to be fixed. TurboTax automatically transfers your income from the federal return to ...
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It is possible for you to not owe tax and instead be getting a refund of your withholdings so it may not need to be fixed. TurboTax automatically transfers your income from the federal return to your state return and calculates your tax, if any, automatically. You don't have to enter anything from the rate schedules.
Did you have a federal filing requirement? In general, if during the tax year you were a resident or part-year resident of Montana, or if you were a nonresident who received Montana source income; and you had a requirement to file a federal tax return, then you must file a Montana income tax return. If you did not have a federal filing requirement, but have a Montana addition or subtraction, you also must file a Montana income tax return. Montana DOR
Were you a Montana full-year resident for all of 2025? If so, can you confirm if you are filing a resident return, non-resident return, or possibly a part-year resident return? Make sure your residency dates are correct if you moved during the year. Did you only live and work in one state during 2025? What is my state residency status?
March 4, 2026
3:10 PM
The 'Recipient' is usually the Account Owner. Here's more detailed info on Form 1099-Q.
@j0mike1993
March 4, 2026
3:09 PM
TurboTax online won't even let me select Do it Yourself AT THE VERY START. I select Do it Yourself and select Start and the web site will not move forward. So even if you realize it ahead of ti...
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TurboTax online won't even let me select Do it Yourself AT THE VERY START. I select Do it Yourself and select Start and the web site will not move forward. So even if you realize it ahead of time, Turbo Tax won't let you do it yourself.
March 4, 2026
3:08 PM
I downloaded the updates earlier today and I still receive the same error.
March 4, 2026
3:08 PM
You can find the applicable Form 2106 in your program and delete it as follows:
Follow these instructions:
1. Choose the Tax Tools option on your left menu bar while working on your retur...
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You can find the applicable Form 2106 in your program and delete it as follows:
Follow these instructions:
1. Choose the Tax Tools option on your left menu bar while working on your return
2. Choose Tools
3. Choose the Delete a form option under Other Helpful links
4. Find the form 2106 in the list and delete it
Also, that form is for deducting employee business expenses, which is not allowable for most taxpayers in 2025. You may be referring to Form 8829 which is for home office expenses for those who are self-employed.
March 4, 2026
3:08 PM
No, this is not true. A radon system does not improve energy efficiency. The Home Improvement Energy Efficient Credit does not include the radon mitigation system.
It includes the followi...
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No, this is not true. A radon system does not improve energy efficiency. The Home Improvement Energy Efficient Credit does not include the radon mitigation system.
It includes the following:
Air source heat pumps
Heat Pump Water Heaters
Biomass Stoves or Boilers
Doors, Windows and Skylights
Insulation
Natural Gas, Oil Propane Water Heaters
Furnaces
Boilers
Central Air Conditioners
Electrical Panel Upgrades
Home Energy Audit
Although you cannot claim the energy credit for the radon system, you can add it to the cost basis of your home for when/if you sell your home. This will lower the profit on the sale of your home. Be sure to keep your receipts for the radon system for when or if you do sell.
March 4, 2026
3:07 PM
An F-1 student is considered a non-resident alien (NRA). As an NRA, you have two choices.
1. You file married filing separately, only reporting your own income and deductions. She files a 1040-NR...
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An F-1 student is considered a non-resident alien (NRA). As an NRA, you have two choices.
1. You file married filing separately, only reporting your own income and deductions. She files a 1040-NR for any income she has (turbotax does not include this form, you have to go elsewhere).
2. You make an election (choice) to treat her as a US person for taxes. You can file a joint return but you must report all your combined income.
The designation "valid only with DHS authorization" is different than "not valid for employment." You would answer that her SSN IS valid for employment, assuming she is only doing work as authorized by DHS. For an F-1 visa, that usually means work connected with her schooling. She would not be valid to have a side job for extra money unless that was specifically authorized.
March 4, 2026
3:07 PM
I don't kno wat I'm doing
Topics:
March 4, 2026
3:07 PM
No, the amount you paid back on the principal (Box 10) isn’t deductible. You’re just paying back money you borrowed, which wasn’t taxed when you got it. Only mortgage interest is deductible if you ca...
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No, the amount you paid back on the principal (Box 10) isn’t deductible. You’re just paying back money you borrowed, which wasn’t taxed when you got it. Only mortgage interest is deductible if you can itemize your deductions.
March 4, 2026
3:06 PM
I already filed my taxes need a copy of my taxes
Topics:
March 4, 2026
3:06 PM
5 Cheers
Moreover, if TurboTax desktop will not support any of this, will you let us get a refund and switch at least to the online version, which lets us upload PDF imports for 1099-DAs!??
March 4, 2026
3:05 PM
4 Cheers
Due to the utter lack of response in this thread, I posted a new one, in hopes to get some sort of response. https://ttlc.intuit.com/community/taxes/discussion/are-you-guys-going-to-address-the-cr...
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Due to the utter lack of response in this thread, I posted a new one, in hopes to get some sort of response. https://ttlc.intuit.com/community/taxes/discussion/are-you-guys-going-to-address-the-crypto-8949-1099-da-issue-in-turbotax-desktop-or-not/00/3816973 I'm not holding my breath.. The lack of action on this issue has been nothing short of insulting.