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March 9, 2026
8:16 PM
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?
March 9, 2026
8:13 PM
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
March 9, 2026
8:11 PM
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...
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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
March 9, 2026
8:09 PM
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...
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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!
March 9, 2026
8:08 PM
1 Cheer
@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...
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@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.
March 9, 2026
8:08 PM
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March 9, 2026
8:07 PM
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...
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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.
March 9, 2026
8:06 PM
Waiting for any reply or help to solve this problem.Thanks-Jay
March 9, 2026
8:05 PM
@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...
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@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
March 9, 2026
8:03 PM
"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 ...
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"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.
March 9, 2026
8:00 PM
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
March 9, 2026
7:59 PM
1 Cheer
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.
March 9, 2026
7:59 PM
It was accepted by the state on 1/29/2026
Topics:
March 9, 2026
7:56 PM
No version of TurboTax does gift tax (709) 0r even estate tax returns (706).
FORM 709 AND INSTRUCTIONS
March 9, 2026
7:55 PM
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...
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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.
March 9, 2026
7:54 PM
I had to verify my return on the ID me app with a 14 digit control number I did that but how long after will I get my return does anyone know
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March 9, 2026
7:52 PM
The point being that if TurboTax can't show the same, then why force Win11 is necessary. Besides, it was meant to be sarcastic...
March 9, 2026
7:48 PM
Form 1099 = $3200.00 Tax return lists $14480.00
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March 9, 2026
7:48 PM
Yeah, you're probably right... 🤔😏😒
March 9, 2026
7:43 PM
And when I look up track my refund it doesn't it says it it's almost here but not here like it's stuck
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