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March 12, 2026
11:06 AM
1 Cheer
If NUA shares are rolled over to another qualified retirement account such as an IRA, they no longer qualify as NUA shares. To qualify as NUA shares, they must be deposited into a nonqualified accou...
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If NUA shares are rolled over to another qualified retirement account such as an IRA, they no longer qualify as NUA shares. To qualify as NUA shares, they must be deposited into a nonqualified account such as a taxable brokerage account. A deposit into a nonqualified account (a taxable brokerage account) is not a rollover. If your Form 1099-R includes both NUA shares that were not rolled over and other funds that were rolled over, you must split the form into two to accommodate TurboTax, one for the NUA shares and another for the portion that was rolled over.
March 12, 2026
11:06 AM
When I filed my 2025 tax return on line this year, the amount that I entered for social security in 6A was not brought over to 6B. Has anyone else experience the same problem? The system should have ...
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When I filed my 2025 tax return on line this year, the amount that I entered for social security in 6A was not brought over to 6B. Has anyone else experience the same problem? The system should have brought it over automatically but it didn't
Pour ma part, si le 17 mars rien ne se passe et que je ne peux toujours pas envoyer mes déclarations, je ferai une plainte à Office de protection du Consommateur et suis prête à aller dans les médias...
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Pour ma part, si le 17 mars rien ne se passe et que je ne peux toujours pas envoyer mes déclarations, je ferai une plainte à Office de protection du Consommateur et suis prête à aller dans les médias pour déclarer la situation. Vous faites de la publicité en disant que vous ÊTES LES MEILLEURS, alors PROUVEZ LE. Plusieurs personnes attendent ces retours d'impôt pour boucler leur budget, alors AGISSEZ AU PLUS VITE SVP
March 12, 2026
11:05 AM
Use settings or control panel to uninstall Business. Then sign in to TurboTax an reinstall it in a different folder. There is no charge for extra copies. In the future don't buy and download both a...
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Use settings or control panel to uninstall Business. Then sign in to TurboTax an reinstall it in a different folder. There is no charge for extra copies. In the future don't buy and download both at the same time.
March 12, 2026
11:05 AM
I am having the same issue, but the screens you show in your example are not the screens I see in my screen. Is the online free version different than what you show here?
March 12, 2026
11:03 AM
Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. ...
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Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.
March 12, 2026
11:02 AM
1 Cheer
"If box E in your RL1 already had tax deducted, you need to verify with your employer if that tax was in fact paid to Quebec. If yes, then you would be ineligible. " In my case I work in ON and l...
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"If box E in your RL1 already had tax deducted, you need to verify with your employer if that tax was in fact paid to Quebec. If yes, then you would be ineligible. " In my case I work in ON and live in QC, and only part of the QC tax was paid through my employer. As a result I overpaid the federal tax and have to pay tax owing to QC. So yes there is amount entered in my RL1 (the amount that was paid to QC tax), but I should still be able to transfer the tax owed to QC if it respect following: “You can transfer, to the province of Quebec, up to 45% of the income tax shown on Federal information slips …”. Why would TurboTax make it ineligible in this case? And why I am eligible to do this if I use "Forms" mode but not in "Easy mode"?
March 12, 2026
11:02 AM
Anyone? I'm asking because IF TurboTax is using last year's estimates, they are all wrong. I have only a VERY Small job with a W-2, and ONLY had Social Security for one month. So using old numbers t...
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Anyone? I'm asking because IF TurboTax is using last year's estimates, they are all wrong. I have only a VERY Small job with a W-2, and ONLY had Social Security for one month. So using old numbers to estimate (either using the old W-2, or using only one month of SSA) will be very, very wrong!
March 12, 2026
11:02 AM
I suggest checking the date on the fourth quarter estimated payment to make sure it is a 2025 date if that is when you paid it. The default date for Q4 payments is January 2026, but if you change the...
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I suggest checking the date on the fourth quarter estimated payment to make sure it is a 2025 date if that is when you paid it. The default date for Q4 payments is January 2026, but if you change the date to 2025, the state estimated tax payment should carry to Schedule A (Itemized Deductions).
If you are in TurboTax Desktop, you can go into Forms Mode and check the Tax Payments Worksheet.
I tested using a December 2025 payment date for the fourth quarter estimated state tax payment in TurboTax Online and TurboTax Desktop, and in both cases the fourth quarter payment amount was included on Schedule A.
If you are still having issues after taking theses steps, let us know.
March 12, 2026
11:01 AM
When I go to the menu options to apply my 2025 tax refund to my 2026 taxes, I get a window that says: Hmm, looks like we've hit a snag We recommend you revisit the last topic you were working...
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When I go to the menu options to apply my 2025 tax refund to my 2026 taxes, I get a window that says: Hmm, looks like we've hit a snag We recommend you revisit the last topic you were working on to make sure all your info's correct. I am not sure how to proceed. It would be more helpful to get some more detailed information. Thanks!
March 12, 2026
11:01 AM
If you used TurboTax Online last year, the program may be filling in either your AGI or PIN from last year for you. This is asked for in the FILE section, just before filing, for Identity Verificati...
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If you used TurboTax Online last year, the program may be filling in either your AGI or PIN from last year for you. This is asked for in the FILE section, just before filing, for Identity Verification.
You may want to clear your Cache and Cookies and step through the FILE section again.
@user17732840614
March 12, 2026
11:00 AM
Filed today with Desktop version, no issues with using Easy Step Form 5695. Lines 17 worked with my Biomass Stove $2000 credit finally.
March 12, 2026
11:00 AM
might want to remove that answer then, its what shows up in all the search results and results in people wasting a whole lot of time for nothing.
March 12, 2026
10:59 AM
TurboTax can not import the PDF file format of your consolidated 1099 form. You have to wait until the CVS format is available. You can open and download the PDF format, but the CVS format may be del...
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TurboTax can not import the PDF file format of your consolidated 1099 form. You have to wait until the CVS format is available. You can open and download the PDF format, but the CVS format may be delayed.
March 12, 2026
10:59 AM
In my experience no no updates, forms, etc. are ever avaiklable on the date posted, or even the day after. I always wait a week or more after the posted date to try.
March 12, 2026
10:58 AM
Can you please provide more information about your problem? What is the exact error message that you are getting? Are you using TurboTax Desktop or TurboTax Do It Yourself (Online)?
March 12, 2026
10:58 AM
@Sammytoone wrote:
so this answer at the top of this string no longer applies? its a bit ridiculous if not:
The TurboTax online editions can only be used for one tax return per account...
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@Sammytoone wrote:
so this answer at the top of this string no longer applies? its a bit ridiculous if not:
The TurboTax online editions can only be used for one tax return per account and User ID. If the account you are trying to access was used by someone else, you need to create a new account with a new User ID for yourself. You can use the same email address for up to 5 User ID's with the online editions.
That was how it worked for last tax season. Apparently TurboTax decided to change the rules and now requires a new email address for every new account.
March 12, 2026
10:57 AM
To enter your T5008, go to the home page of your tax return, type in T5008 in the search bar and click on T5008 - Securities Transactions. You can now view your T5008 and complete it.
Thank you...
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To enter your T5008, go to the home page of your tax return, type in T5008 in the search bar and click on T5008 - Securities Transactions. You can now view your T5008 and complete it.
Thank you for choosing TurboTax.
March 12, 2026
10:57 AM
1 Cheer
Yes. Wait until your original return is completely processed and your payment is made. You will not need to amend your Illinois state return.
Because your Backdoor Roth conversion happened in F...
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Yes. Wait until your original return is completely processed and your payment is made. You will not need to amend your Illinois state return.
Because your Backdoor Roth conversion happened in February 2026, you will have a second step to complete when you file your 2026 taxes next year. In January 2027, Vanguard will send you a 1099-R for $7,491.02. You will pay taxes on the $491.02 gain on your 2026 return, but your $7,000 basis will remain tax-free thanks to the 2025 Form 8606 you are amending now.
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
March 12, 2026
10:56 AM
1 Cheer
Go through your itemized deductions again. After navigating, you should reach a page that says.
“Based on what you told us, the Standard Deduction is right for you.” or “Based on what you told ...
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Go through your itemized deductions again. After navigating, you should reach a page that says.
“Based on what you told us, the Standard Deduction is right for you.” or “Based on what you told us, Itemizing is right for you.”
On this page, you will see a link or button labeled. “Change my deduction.” This is the only place where TurboTax lets you override the automatic choice. Select it.
