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March 3, 2026
9:17 AM
I did have insurance through the online marketplace. I have form 1095A (supplied by marketplace) form 8962 and form 7206. 7206 is the Self Employed Health Insurance Deduction form - the system fil...
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I did have insurance through the online marketplace. I have form 1095A (supplied by marketplace) form 8962 and form 7206. 7206 is the Self Employed Health Insurance Deduction form - the system filled it out and on line 14 it has $8293 with instructions that it go on the 1040 Schedule 1 line 17. But the sched 1 line 17 was also filled out by the system for $14252, the incorrect amount. Unless there's something else at play that I'm not picking up on, that figure will have to be changed/overridden by me. Thoughts??
March 3, 2026
9:17 AM
I have a 1095-A form (No advance premium tax credits) where I had my non-dependent son on the policy with me during two different timeframes within 2025. For example, he was on policy with me for Ja...
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I have a 1095-A form (No advance premium tax credits) where I had my non-dependent son on the policy with me during two different timeframes within 2025. For example, he was on policy with me for January-March and then June-December. When TurboTax asks for the timeframe of coverage, it doesn't provide for more than one start month/end month. How do I handle this? It gave me an error when I put the same policy in twice with the two different timeframes. Thank you.
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March 3, 2026
9:16 AM
@cjtammy You are in the wrong section of the program to report the sale of your main primary home. The questions you posted are NOT in the Sale of Home section.
If you sold your primary person...
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@cjtammy You are in the wrong section of the program to report the sale of your main primary home. The questions you posted are NOT in the Sale of Home section.
If you sold your primary personal residence and you lived in and owned the home for at least two years in the five year period on the date of sale, you do not have to report the sale if your gains are less then the exclusion amounts of $250,000 if filing Single or $500,000 if filing Married Filing Jointly (and both lived in the home for two years).
Gain or Loss = Sales Price minus Sales Expenses minus Adjusted Basis (Purchase Price plus the cost of improvements prior to the sale)
Selling cost can include escrow fees, legal fees, real estate agent commissions, advertising costs, and even home staging fees.
If you had a gain greater then the exclusion amounts then you would have to report the sale. Also, if you received a Form 1099-S for the sale either with a gain or a loss, the sale has to be reported. You will need the online TurboTax Premium edition to report the sale if you are using the online editions. Make sure that you indicate that you want the sale of the home reported on your tax return.
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Less Common Income On Sale of Home (gain or loss), click the start or update button
March 3, 2026
9:16 AM
Definitely DO NOT DELETE last year's info. Why they don't carry last year's info forward baffles me! The warning is true- - DO NOT IMPORT THE 2025 .TXF FILE! The resulting 2025 entries will not have...
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Definitely DO NOT DELETE last year's info. Why they don't carry last year's info forward baffles me! The warning is true- - DO NOT IMPORT THE 2025 .TXF FILE! The resulting 2025 entries will not have any of the 2024 info carried forward. Instead, do like is recommended- - enter 2025 info by typing it in. ...yet another foul-up for 2025!
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