All Posts
a month ago
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?...
See more...
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
a month ago
error in qbi section
Topics:
a month ago
Aside from the line 1 reference to the type of HDHP coverage, all the numbers on your 8889 are correct, so I believe that if TurboTax lets you e-file, that there will be no negative consequences.
...
See more...
Aside from the line 1 reference to the type of HDHP coverage, all the numbers on your 8889 are correct, so I believe that if TurboTax lets you e-file, that there will be no negative consequences.
Yes, it is odd to indicate the type of HDHP coverage that you don't actually have, but TurboTax's Review has been operating this way for the 10 years that I have been answering HSA questions, and I have never heard of the IRS giving any negative feedback on this situation.
This behavior has been reported.
a month ago
My thanks to both of you
a month ago
1 Cheer
The senior deduction is automatically calculated by TurboTax based on the dates of birth you entered for each spouse.
The senior additional deduction is not included in the standard deduction b...
See more...
The senior deduction is automatically calculated by TurboTax based on the dates of birth you entered for each spouse.
The senior additional deduction is not included in the standard deduction but appears on line 37 of Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.
In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.
But you can preview your form 1040 and check line 13b of your form 1040 which includes the senior deduction among other deductions if applicable, such as the tip deduction, the overtime or the car loan interest deduction.
To preview your form 1040 in TurboTax Online, follow these steps:
Open your return
In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
On the Tools Center page, click on View Tax Summary
In the left-hand column, click on Preview my 1040
Your form 1040 will display.
Scroll down to line 13b and you should see the amount of this deduction included in this line.
a month ago
@mofalaki , you report earned interest from foreign source just as you would for domestic interest. I generally follow --> under personal income tab, select " I will choose what I work on " an...
See more...
@mofalaki , you report earned interest from foreign source just as you would for domestic interest. I generally follow --> under personal income tab, select " I will choose what I work on " and then after satisfying the W-2 related prompts/ entries, from the drop down list of types of incomes, select interest income. Thereafter it will ask if you have "Investment income say "yes", then choose "I will enter myself", then will present you with "tablets" for 1099-INT, 1099-DIV etc. Choose 1099-INT. This will then allow you to enter interest earnings with a whole bunch of boxes --- enter only the name " Who did you receive interest from " and fill in the appropriate boxes. It will allow multiple interest earnings, one source at a time ( clicking the "add investment source ") .
Then when you go to the "deductions and Credits " tab, again choose " I will choose what I work on ", then enter all your normal deduction and credit claims. Lastly under "other estimated taxes etc. " group choose Foreign Taxes Paid. This is where you enter any foreign taxes paid to the Foreign Taxing Authority ( Canada in your particular case ). Choose Credit and follow through.
Does this help ? Or did I mis-read your issue ?
a month ago
Can I get help from turbo tax if I have form 14039affidavit with the IRS?
Topics:
a month ago
TT does not allow Code P to select Corrective Distribution or Returned before due date. TT generates an incorrect Form 8606.
Topics:
a month ago
1 Cheer
You will have to use desktop software to amend a past year return.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA...
See more...
You will have to use desktop software to amend a past year return.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
a month ago
I try to change the "type" for one of my Retirement Income entries on my state return to P , but TurboTax keeps changing it back to N. How do I fix this?
Topics:
a month ago
When you enter only one form, your income is lower which means your taxable income is lower. When you enter both your 1099-NEC and your W-2 you are increasing your income, so your tax liability woul...
See more...
When you enter only one form, your income is lower which means your taxable income is lower. When you enter both your 1099-NEC and your W-2 you are increasing your income, so your tax liability would likely increase. Whether or not you are in a higher tax bracket, you have more income that is being taxed. Also, depending on how you are looking at the tax bracket, you may still be in a higher tax bracket when you consider your standard deduction. Meaning, if your AGI puts you in the 12% bracket, it doesn't mean your taxable income would still be in the 12% bracket as your taxable income is lower than your AGI.
For example, if you are single and you had a 1099-NEC with $15,000, your taxable income would be $0 because your standard deduction of $15,750 would wipe out all of your income. If your W-2 was for $15,000 and you had $1,500 withheld from your wages, you would also have taxable income of $0 so your withholdings would be fully refundable meaning you would get a refund of the $1,500 you had withheld. Assuming no estimated tax payments made, you would owe $2,293 for self-employment taxes, but you wouldn't have any ordinary tax liability. When you add the $15,000 from the 1099-NEC to the $15,000 from the W-2, you would have $30,000 total income and $13,107 in taxable income ($30,000- your standard deduction of $15,750- 1/2 of your self employment taxes)
This would give you a tax liability without considering the SE tax of $1,353. Add that to your SE Tax of $2,293, you would have total taxes of $3,646 with a credit for the $1,500 you paid through your W-2 so you would owe $2,146.
Other things that could be happening are removal of certain tax credits when you enter both forms. The Earned Income Tax Credit is one that with less income you would possibly receive, but adding both forms together would make you ineligible.
a month ago
What can I say ... I never saw this screen. It works as advertised on the desktop version. I followed the same steps on the online version (including clearly saying what kind of distribution it was) ...
See more...
What can I say ... I never saw this screen. It works as advertised on the desktop version. I followed the same steps on the online version (including clearly saying what kind of distribution it was) and when working on the state it just skipped over that and gave me no exclusion. I went ahead and added it as another subtraction with a explanation that it didn't get added to the appropriate line on the Arizona 140 form. Probably should have deleted the 1099 and re-entered it, might have worked then; I entered it into the system when I got it back in January. But due to some time constraints I went ahead and filed with it as an additional subtraction, and the state (so far) accepted my return. If they complain about it later then I'll try to amend the return and refile. Thanks for confirming for me at least that it worked for you.
a month ago
Say No.
a month ago
Generally, you can e-file your amended 2025, 2024, or 2023 federal return via TurboTax if your original return was also e-filed in TurboTax, according to this current help article.
If there is ...
See more...
Generally, you can e-file your amended 2025, 2024, or 2023 federal return via TurboTax if your original return was also e-filed in TurboTax, according to this current help article.
If there is something in your return that doesn't allow e-filing, then you can print and mail your amended return.
a month ago
1 Cheer
In the 1st screenshot you shared, at the bottom of the image next to continue is the Skip Import button. That should take you to the manual entry options you're looking for.
a month ago
In 2025, my wife and I were on High Deductible Family plan from my employer between Jan and March. In March, I retired and switched to my wife's High Deductible Family Plan from her employer which w...
See more...
In 2025, my wife and I were on High Deductible Family plan from my employer between Jan and March. In March, I retired and switched to my wife's High Deductible Family Plan from her employer which we were on for the remainder of 2025. We both made HSA contributions through our respective employers, me from Jan through March and her from May through October. In January of this year, my wife applied for SSA benefits which enrolled her in Medicare Part A with an effective date of July 2025. We are still on her High Deductible Family Plan from her employer as she is still working. We realize that we have HSA contributions to remove from July to October and I have calculated the amount of excess contributions to withdraw. I would expect these excess contributions to be taxable but TurboTax is not recognizing the tax on the contribution, just the earnings. How do I need to enter the monthly calendar entries related to health care coverage and get TurboTax to recognize the taxable income.
a month ago
Putting just one in at a time will not give you the right results. You need both entered at the same time. With the W-2 only entered, you get back $500, but that is wiped out by the additional income...
See more...
Putting just one in at a time will not give you the right results. You need both entered at the same time. With the W-2 only entered, you get back $500, but that is wiped out by the additional income and self-employment taxes (about 15% of net S-E income) from the 1099. There is no withholding on the 1099 to cover the additional taxes it generates. Your results are as expected.
a month ago
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?...
See more...
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.