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March 13, 2026
4:02 PM
I have poured over other comments about this topic but am still confused as it seems like it is tied up with AMT in my TT return. Context: Filing status as MFJ. I have a 1099-DIV for my wife and one...
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I have poured over other comments about this topic but am still confused as it seems like it is tied up with AMT in my TT return. Context: Filing status as MFJ. I have a 1099-DIV for my wife and one for me, both with foreign tax credits shown (all passive income). Her's are only from an RIC; mine are both RIC and a number of countries. My 1099-DIV shows the amount of earnings and taxes in each of these countries. I have taken the FTC in previous years using TT but never had to file 1116 as the amount in 2023 and 2024 was less than $600 and I met all of the other requirements. This year our combined FT payments were $775. I have also not been subject to AMT in either year per TT. 1) When I claim the credit this year, TT asks me to tie the 1099-DIVs to one of country offerings. For her 1099-DIV I just use RIC. But for mine, should I just tie the 1099-DIV to VARIOUS, even though some it is from RICs? I read elsewhere that to report it by country I would have to make a 1099-DIV for each country, and I do not have enough financial info to do that even if I really wanted to. 2) I am asked the question about using the simplified foreign tax limitation election FOR AMT PURPOSES. Not sure if this is the same a the limitation for 1116. Since I have claimed FTC before without filing 1116 using TT (I met all the requirements for this per the IRS) can/should I claim the simplified method this year? TT is asking me if I want to do a carryback to 2024, but I am not sure I am eligible for this based on IRS information : https://www.irs.gov/individuals/international-taxpayers/foreign-tax-credit-how-to-figure-the-credit which says: "You will not be subject to the foreign tax credit limit and will be able to claim the foreign tax credit without using Form 1116 if the following requirements are met. Your only foreign source gross income for the tax year is passive income, as defined in Publication 514 under Separate Limit Income. Your qualified foreign taxes for the tax year are not more than $300 ($600 if filing a joint return). All of your gross foreign income and the foreign taxes are reported to you on a payee statement (such as a Form 1099-DIV or 1099-INT). You elect this procedure for the tax year. If you make this election, you cannot carry back or carry over any unused foreign tax to or from this tax year." If you can clarify this for me, I would appreciate it so much!
March 13, 2026
4:02 PM
Yes, healthcare.gov issues a new 1095a that said it was voided. So I went to file my taxes again and it allows you up upload the voided 1095a form. It finally got accepted Wednesday but not approved ...
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Yes, healthcare.gov issues a new 1095a that said it was voided. So I went to file my taxes again and it allows you up upload the voided 1095a form. It finally got accepted Wednesday but not approved yet.
March 13, 2026
4:01 PM
The 1099 only change my income by less than $300.00
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March 13, 2026
3:59 PM
Yeah I had her mail her state in because they ask for the letter every year even though they say they only need it the first year. We tried sending them without the letter for 3 years and they alway...
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Yeah I had her mail her state in because they ask for the letter every year even though they say they only need it the first year. We tried sending them without the letter for 3 years and they always sent her a letter saying she had to mail it in. Not sure why.
March 13, 2026
3:57 PM
@Jeremeykeidel Someone else had that problem too. BUT...they went back and edited both W-2 forms...and the individual found they had indicated that both W-2 forms were for the same person. ...
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@Jeremeykeidel Someone else had that problem too. BUT...they went back and edited both W-2 forms...and the individual found they had indicated that both W-2 forms were for the same person. Once they properly selected which person was for which W-2...then the notice for excess contribution went away.
March 13, 2026
3:54 PM
I did enter the TT social security benefits in the social security disability benefits taxable for the Missouri state taxes with exact number produced by TT. TT smart check states that i cannot h...
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I did enter the TT social security benefits in the social security disability benefits taxable for the Missouri state taxes with exact number produced by TT. TT smart check states that i cannot have both social security benefits and disability SS benefits. note: TT produces the Social security benefits taxable with only the disability box available for $ amount entry. Is there a location in the federal filing that states the SSA-1099 form is for disability? then, the MO state filing might display correct? thanks
March 13, 2026
3:53 PM
That brings us back to the start of this conversation. My tax expert told me that he could not help me. And I should contact audit support. But they are not reachable. So nobody there can correctly ...
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That brings us back to the start of this conversation. My tax expert told me that he could not help me. And I should contact audit support. But they are not reachable. So nobody there can correctly file my taxes for me?
March 13, 2026
3:52 PM
Topics:
March 13, 2026
3:51 PM
For each 1099R just enter the amount from box 1 for the RMD.
March 13, 2026
3:51 PM
So you just ended up getting a new 1095-A showing you didn't have insurance and submitted that and were good?? Im going threw this now and its been 42 days..I call back once a week and they tell me i...
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So you just ended up getting a new 1095-A showing you didn't have insurance and submitted that and were good?? Im going threw this now and its been 42 days..I call back once a week and they tell me im"it should be sent in the next day or 2" ...yet here we are..the 1st call i made they told me it was "approved " as being fraud and there's nothing else I need to do..its just so annoying getting told the same thing week after week and nothing..and 45 days is right around the corner
March 13, 2026
3:51 PM
A Form popped up with the question, where I entered the wrong amount, after a final review by Turbo Tax.
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March 13, 2026
3:50 PM
Hello. I have the same error message with the "0" on the form, but I can't find "Other Common Business Expenses" on the return in "Business Expenses." Searching for that term doesn't get me a result,...
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Hello. I have the same error message with the "0" on the form, but I can't find "Other Common Business Expenses" on the return in "Business Expenses." Searching for that term doesn't get me a result, nor does going through the "walk me through" process. Any advice on how to find the Energy Efficient Buildings category? Thanks.
March 13, 2026
3:49 PM
How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access...
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How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf
March 13, 2026
3:48 PM
1 Cheer
Had the same problem - make sure you are only importing ML accounts - the pop up adds Bank of America accounts to the list, but you need to get those from Bank of America, not ML. Uncheck them, and i...
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Had the same problem - make sure you are only importing ML accounts - the pop up adds Bank of America accounts to the list, but you need to get those from Bank of America, not ML. Uncheck them, and it should work fine.
March 13, 2026
3:46 PM
Got it. Thanks RogerD1!
March 13, 2026
3:44 PM
6 Cheers
I found I could go to 'Forms' and just delete the worksheet. Then go back to 'step-by-step' and run the error check again. Poof - no errors.
March 13, 2026
3:44 PM
Topics:
March 13, 2026
3:44 PM
1 Cheer
I had the same problem - took it all the way up to the Resolution Center, but finally found that if you have linked accounts in the list ML shows that comes prepopulated with all accounts, it doesn't...
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I had the same problem - took it all the way up to the Resolution Center, but finally found that if you have linked accounts in the list ML shows that comes prepopulated with all accounts, it doesn't work. Uncheck the Bank of America accounts and do them in a separate import choosing Bank of America. No way was I typing all my husband's brokerage stuff. I would have been here a week...