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I used turbo tax and filed MFJ 2026 for 2025. My 1040 shows no tax on my SS. I received a bill from IRS. I did not mark yes on living in foreign country. 
Disagree @fredherpel  for unmarried co-owners residence, the debt limits apply to each taxapayer, not to the property [Voss,116 AFTR 22d 2015-5529 (9th Cir. 2015)] the IRS announced that it will ... See more...
Disagree @fredherpel  for unmarried co-owners residence, the debt limits apply to each taxapayer, not to the property [Voss,116 AFTR 22d 2015-5529 (9th Cir. 2015)] the IRS announced that it will follow the Voss decision (AOD 2016-02)   summary of the UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT The panel held that the debt limit provisions of 26 U.S.C. § 163(h)(3) apply on a per-taxpayer basis to unmarried coowners of a qualified residence.
I filed my federal taxes last night and they're accepted.  I can't find my file anywhere, though, and I need to amend a couple of things. Please help.  
I work for the federal government and my place of work changed partway through the year from ON to QC, so they issued 2 different T4s. The first one, from ON, includes the maximum CPP contribution an... See more...
I work for the federal government and my place of work changed partway through the year from ON to QC, so they issued 2 different T4s. The first one, from ON, includes the maximum CPP contribution and part of CPP2. After my place of work changed to QC, I paid the balance of my additional contribution to QPP2. So the QC T4 and its associated RL1 show a QPP2 contribution with no QPP contribution. This is not an error; it is exactly as it should be.   The software however treats it as an error and will not let me enter QPP2 without QPP. After a full hour on the phone with your tech support, I received this: "This is not a software issue, because if you have a 2nd contribution (box 16A/17A), you should logically have a 1st contribution (box 16/17). Technically, both amount should be on the same T4. If the last version of your T4 on your CRA My Account is not with box 16/17 and box 16A/17A on the same slip, we suggest you to contact CRA to see if you can combine both T4s together to have only 1 but with all the amount reflecting your tax year."   This demonstrates a troubling misunderstanding of the tax rules. And i cannot combine the two slips, because the province of work in box 10 is different. The software needs to be modified to allow for this situation. 
Turbox tax record 401k Direct Rollover to IRA 1099-R in 1040 5a with correct amount, and checked rollover box of in 4a with 0. leading to filing rejected. How can i fix this in turbotax?
This is definitely a software glitch. If you run "Visit All" under miscellaneous income, there is no option for "Did not have a PPP loan". It forces you to pick a year or back out. I 
Make sure you entered your expenses in the correct spot, where do you see the loss?   In your tax return, the loss appears on your Schedule C that TurboTax generates when you enter your self-employme... See more...
Make sure you entered your expenses in the correct spot, where do you see the loss?   In your tax return, the loss appears on your Schedule C that TurboTax generates when you enter your self-employment income or expenses.   Once you enter business expenses in TurboTax, TurboTax automatically transfer those expenses to Schedule C.     Also, see Schedule 1, Line 3 to see your total business income or loss amount.   This amount on Schedule 1 is transferred to Line 8 of your Form 1040 tax return.    On the income summary, business income and expenses are listed under Self-Employment income and expenses.   Where do I enter Schedule C income and expenses?       If you entered your business expenses as Job Expenses, delete the Form 2106 that was generated.    That section is for w-2 employees, not self-employed taxpayers.     How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop
in 2025, I did 2 non-deductable roth IRA conversions.  one for calendar 2024 (pre-april 15 2025) and one later in the calendar year for 2025.   My 1099R for 2025 is showing 16,000 (gross and taxabl... See more...
in 2025, I did 2 non-deductable roth IRA conversions.  one for calendar 2024 (pre-april 15 2025) and one later in the calendar year for 2025.   My 1099R for 2025 is showing 16,000 (gross and taxable, amount not determined, Dist code 2, IRA/SEB/SIMPLE checked).  For 2025 taxes, it is showing 8000 deductible, 8000 taxable.     Is there a way in turbotax to exclude the 8000 for 2024? Do I need a revised 1099r that only reflects the 2025 non-deductable roth conversion?   Thanks!        
@GlueFactoryBJJ wrote: The point being that if TurboTax can't show the same, then why force Win11 is necessary.  No idea other than it was a business decision. I just think they didn't want t... See more...
@GlueFactoryBJJ wrote: The point being that if TurboTax can't show the same, then why force Win11 is necessary.  No idea other than it was a business decision. I just think they didn't want to support users calling with issues running other than the current Windows OS. 
you can not upload  PDFs to TurboTax. If your  broker partners with TurboTax, you import the 1099s   for example under interest and dividends you would select add investments. a window should ope... See more...
you can not upload  PDFs to TurboTax. If your  broker partners with TurboTax, you import the 1099s   for example under interest and dividends you would select add investments. a window should open where you would type in your broker's name. After that, i can't offer help because different brokers use diffferent procedures to allow import.   
Waiting for any reply or help to solve this problem.Thanks-Jay
@nmooreak7 wrote: Need to report a generational skipping transfer gift and we have turbotax premium. TurboTax doesn't support Form 709 and don't try to do it manually. There is software availab... See more...
@nmooreak7 wrote: Need to report a generational skipping transfer gift and we have turbotax premium. TurboTax doesn't support Form 709 and don't try to do it manually. There is software available:   See https://www.puritas-springs.com/product/us-gift-tax-form-709
"article" is a generous term   this is devoid of any useful information. Plus, the barrier to efiling is not that there is some specific circumstance in my situation that prevents it. All I get is ... See more...
"article" is a generous term   this is devoid of any useful information. Plus, the barrier to efiling is not that there is some specific circumstance in my situation that prevents it. All I get is that the filing period closed in 2025. It seems to forget this is an amended return and not a new file of 2024 taxes.   
just ignore them. they are not part of your e-file. they're for printing and mailing with a payment.    the alternative. find the estimated tax section and select no estimates.    i
I have the same error, I think it is something to do with a 1099Q and payment of secondary education tuition. I have entered the student status on the People worksheet, but no luck, error remains.
It was accepted by the state on 1/29/2026
No version of TurboTax does gift tax (709) 0r even estate tax returns (706).  FORM 709 AND INSTRUCTIONS 
Summary of IRA and Roth Transactions (2024–2026) 1. 2024 Tax Year Activity In the 2024 tax year, I made non-deductible contributions to a Traditional IRA as part of a Backdoor Roth strategy. • The... See more...
Summary of IRA and Roth Transactions (2024–2026) 1. 2024 Tax Year Activity In the 2024 tax year, I made non-deductible contributions to a Traditional IRA as part of a Backdoor Roth strategy. • The basis was reported on Form 8606 in the 2024 tax return. • The line #14 in 2024 tax year’s 8606 = 7001. The IRA Information Worksheet Line 7 showed: Person 2024 Basis Taxpayer 12,000 Spouse 12,000 These amounts represent cumulative nondeductible IRA basis carried forward into the next tax year.   2. 2025 Tax Year Activity Received Form 1099-R issued in 2026 for the 2025 tax return that is for the backdoor completed in 2024, and reported in 2024 via 8606. Also, a direct Roth IRA contribution of $7,000 each was made for: Person Contribution Taxpayer $7,000 Spouse $7,000 These contributions appear correctly in the Roth IRA Contributions Worksheet with: • Total Roth contributions: $7,000 each The IRA Information Worksheet Line 6 in the 2025 return shows: +7000 from what was there in 2024. This is correct. The IRA Information Worksheet Line 7 in the 2025 return shows: Person 2025 Basis Taxpayer +14,000 over what was in 2024 Spouse +14,000 over what was in 2024 This is not correct. The ROTH IRA conversion basis should be +7000 over what is in 2024 instead of +14000. What could be making this inflated.