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NicolleR1

You may contact Customer Support by clicking the link below: TurboTax Phone Number

MindyB

If you have not completed the rest of your return, or have no income tax (self-employment tax does not count towards income tax for this credit), this may be why the credit is not appearing. The ener...

If you have not completed the rest of your return, or have no income tax (self-employment tax does not count towards income tax for this credit), this may be why the credit is not appearing. The energy credit is non-refundable, so if you don't have enough income tax being computed, the credit won't be generated. I have tested the heat pump section of the 5695 input area and it is working as expected and producing the maximum $2,000 when qualified. Double check your answers and make sure you have income tax being shown on your 1040, line 18. You can check this by by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040. See this article for a summary of the credit amounts available: Energy Efficient Home Improvement Credit (EEHIC)

MaxA1

The 1099-B should include a Supplemental information section where it lists the adjusted cost basis for those shares that reflect zero basis on the 1099-B. Depending on the brokerage company, the su...

The 1099-B should include a Supplemental information section where it lists the adjusted cost basis for those shares that reflect zero basis on the 1099-B. Depending on the brokerage company, the supplemental information may need to be requested or downloaded from your account. The supplemental information is generally included toward the end of the 1099-B (aka 1099-COMP), review each page carefully and if it's not there, check with the brokerage firm.

DaveF1006

You may file electronically if you have a 1099R. If you efile, you do not need to mail a copy of your 1099 R because the IRS already has a copy of the same 1099 R that will match yours.

namolinari

It will only allow me to add another investment company but not multiple 1099's.

CesarJ

When your manually entered overtime amount exceeds one-third of your income and Box 14 on your W-2 is empty, TurboTax may trigger a review for accuracy since it expects overtime amounts to be reasona...

When your manually entered overtime amount exceeds one-third of your income and Box 14 on your W-2 is empty, TurboTax may trigger a review for accuracy since it expects overtime amounts to be reasonable and related to your wages. To address this: 1. Make sure you have entered your W-2 wages exactly as they appear on the form. 2. Use your year-end pay stub to calculate the overtime premium, which is the extra pay above your regular hourly rate, rather than the total overtime pay. 3. Re-enter the overtime amount as the premium portion only if you have been entering the full overtime pay. 4. On the review screen, select the box next to "Overtime" to let TurboTax guide you through questions to verify and adjust your entry. If you still cannot proceed, double-check your entries for accuracy and consistency with your paystub details.

LeticiaF1

Mortgage points paid at loan origin are usually reported on your Closing Disclosure (page 2, Section A: Origination Charges), or Box 6 of Form 1098 (Mortgage Interest Statement). To enter your mort...

Mortgage points paid at loan origin are usually reported on your Closing Disclosure (page 2, Section A: Origination Charges), or Box 6 of Form 1098 (Mortgage Interest Statement). To enter your mortgage interest in TurboTax, please follow these steps: Open your tax return Select the Federal Taxes tab Click on the Search link on upper right of the screen (look for small magnifying lens) Type in Mortgage Interest Click on Jump to Mortgage Interest Under "Mortgage Interest and Refinance" you will follow screens to Let's get the details from your Bank 1098 now Where do I enter my 1098 mortgage interest statement?

pamoores

Catina, YES!!!! THAT'S WHAT I AM LOOKING FOR!!! Thank you so much for pointing this out to me. All the other agents before you, while extremely helpful, did not point this out. I was looking for th...

Catina, YES!!!! THAT'S WHAT I AM LOOKING FOR!!! Thank you so much for pointing this out to me. All the other agents before you, while extremely helpful, did not point this out. I was looking for the supplemental worksheets in my federal return..... And didn't find them there so I thought they were not available. Thank you for being the first person to point out where these are! I am one happy camper. Thank you so much.

AnnetteB6

No, AmyC's advice was not incorrect. The distinction is whether you used the space for personal purposes or not during the time it was being advertised and/or rented. If there was no personal use a...

No, AmyC's advice was not incorrect. The distinction is whether you used the space for personal purposes or not during the time it was being advertised and/or rented. If there was no personal use at all when it was being advertised and rented, then AmyC is correct. If there was personal use during the time it was being advertised and/or rented, then you should follow the advice referenced by ThomasM125. The sections of IRS Publication 527 that he referenced are explaining how to determine rental days when the property in question is being used personally and being treated as a rental property during the same time period. @paulkeskeys

amayajade200618

MaxA1

1099-S is normally given to you along with the closing documents upon selling the home. It may also be mailed to you during the beginning of the year, like any other 1099 or W-2. You can also downl...

1099-S is normally given to you along with the closing documents upon selling the home. It may also be mailed to you during the beginning of the year, like any other 1099 or W-2. You can also download your IRS Wage and Income Transcript via your IRS account and it should have the 1099-S information there. If can't retrieve your Form 1099-S, just use the Sales Price of the property that is listed in the closing statement documents. Here's a link to the IRS website were you can login or make your IRS account so you can download your wage and income transcript for the year: Online account for individuals

CesarJ

If your New Mexico amended return shows changes as the result of filing an amended federal return, attach a copy of your federal amended forms and schedules. If this isn't the case, you general...

If your New Mexico amended return shows changes as the result of filing an amended federal return, attach a copy of your federal amended forms and schedules. If this isn't the case, you generally only need to send the completed and signed PIT-X form to the New Mexico Taxation and Revenue Department.

JamesG1

In TurboTax Online, go to My Info down the left side of the screen to update personal information. In the Wisconsin income tax return, at the screen Head of Household and Not Married or Married...

In TurboTax Online, go to My Info down the left side of the screen to update personal information. In the Wisconsin income tax return, at the screen Head of Household and Not Married or Married, did you select Yes or No? You may need to revisit your entries at this screen.

SteamTrain

@jgb You might be one of the few folks who have to delete the "Social Security Benefits Worksheet" first. For some reason this is happening to a few people...and deleting that form first, ha...

@jgb You might be one of the few folks who have to delete the "Social Security Benefits Worksheet" first. For some reason this is happening to a few people...and deleting that form first, has fixed the problem for others. ________________________ It's easy to do in Forms Mode" for those using the Desktop software. But for the "Online" users: 1) open your tax return 2) Go to the left-side menu 3) Click on "Tax Tools".....then "Tools" 4) From the pop-up menu, select "Delete a form." 5) Find the "Social Security Benefits Worksheet" and hit the trashcan to the rt of it. 6) Scroll to the bottom of the page and hit "Continue" 7) go back to the SSA-1099 are and it should work now.

redmarlen

@DanaB27 Token 1341613 Thank you very much for your reply. I understand how Turbo Tax came up with those numbers. In line 10 it does 14000/55203=0.254. Line 11 6913*0.254=1753. But isn't it a mistak...

@DanaB27 Token 1341613 Thank you very much for your reply. I understand how Turbo Tax came up with those numbers. In line 10 it does 14000/55203=0.254. Line 11 6913*0.254=1753. But isn't it a mistake ? The guidelines for line 10 say "devide line 5 by line 9". Line 5 is populated with 7000 in Turbotax, which is correct. But instead of doing 7000/55203 = 0.127 it does 14000/55203 = 0.253. So Turbotax does not devide the number it has in line 5, but different number. Isn't it a mistake?

Hal_Al

Q. Why then should I ignore a 1099-Q because I've researched it and decided the 529 to Roth rollover was not taxable? A. Basically because the IRS says you can. A closely related example is the Sa...

Q. Why then should I ignore a 1099-Q because I've researched it and decided the 529 to Roth rollover was not taxable? A. Basically because the IRS says you can. A closely related example is the Savings bond exclusion. If you cash savings bonds and use the proceeds for education (including a rollover to a 529), the IRS makes you fill out form 8815 to show the calculations for the exclusion of interest. There is no similar form for a 529 distribution because the IRS knows most distributions are qualified. And it will not sent the TT worksheet to the IRS. Your tax filing reports nothing about the 1099-Q and the 529 distribution. Q. That information must be sent to the IRS, right? A. No, just the opposite. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. It's been many years since I've seen a post, in this forum, about the IRS questioning a 1099-Q. I got one myself, about 11 years ago. Like your case, it was easily explained and accepted by the IRS.

BuckarooInc

How are1099R copies forwarded thru e-file process?

MinhT1

It appears that you are not an owner of this house. You are only the co-borrower or the co-signor on a loan taken on the house. As such, you do not have to report anything about the sale of the...

It appears that you are not an owner of this house. You are only the co-borrower or the co-signor on a loan taken on the house. As such, you do not have to report anything about the sale of the house on your tax return.

MaxA1

Follow these steps to apply your refund to next year and set up estimated (ES) tax payments: Go to Other tax situations Additional Tax payments Start the Apply Refund to Next Year sect...

Follow these steps to apply your refund to next year and set up estimated (ES) tax payments: Go to Other tax situations Additional Tax payments Start the Apply Refund to Next Year section Follow the prompts Then, go back to Other tax situations Other Tax forms Start the Form W-4 and Estimated Taxes Section Follow the prompts to calculate your quarterly ES payments Here's some links that provide more information on this: How do I apply my refund to next year's (2026) taxes? Estimated Taxes: How to Determine What to Pay and When How do I print estimated tax vouchers?

CatinaT1

Being away for school is considered a temporary absence and you count the time as living with you; but based on the details you provided though, no, you cannot claim your son as a dependent for 2025....

Being away for school is considered a temporary absence and you count the time as living with you; but based on the details you provided though, no, you cannot claim your son as a dependent for 2025. The IRS has two distinct categories for dependents: a "Qualifying Child" and a "Qualifying Relative." Your son unfortunately misses the requirements for both. To be claimed as a qualifying child: He must be under age 24 at the end of the tax year. Since he is already 24, he misses this. Even if he were 23, the IRS requires a student to be enrolled full-time for at least 5 months out of the year. Because he started in September, he was only a student for 4 months (September, October, November, December) in 2025. Because he aged out of the "Child" category, the IRS looks to see if he can be claimed as a "Relative." To be claimed as a qualifying relative: In 2025, that person’s gross income for the entire year cannot exceed $5,200. Because your son earned $14,000, he is completely disqualified from being your dependent, regardless of the fact that you paid his bills and supported him. Because he is legally disqualified from being claimed, you should not add him to your tax return at all. Because he cannot be claimed as a dependent, he will file his own 2025 tax return as an independent single filer. Since his income is only $14,000, his standard deduction ($15,000 for single filers in 2025) will wipe out his federal income tax liability, meaning he should get back all the federal income taxes his employer withheld.

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Re: Trying to e-sign my amended return

Re: In Turbo Tax Online version, there seems to be a problem with form 5695. It always returns a ...

Re: 1099-B No Cost Basis Reported on Sale of Securities in Germany where Shares were Already Sold...

Re: Is it required to file a paper return if you have a 1099-R or can you file electronically? If...

I need to enter more than 1 1099 from Vanguard, but Turbo Tax isn't allowing me to do that. Can someone help?

Re: I cannot get past Answers to review on manually entered OT amounts that exceed 1/3 of income....

Re: Mortgage points

Re: TT Online charitable appreciated stock donations not calculating correctly

Re: How do a specify square footage or percentage for a partially rented out house so I can accur...

Can anyone tell me when we're gonna get our refunds? Mine said end of feburary now it says beginning of May I have a baby on the way and need it

Re: Sold Rental property

Re: Do I need to mail something in for an amended New Mexico return. Customer service lady was wo...

Re: I need to correct information on my wisconsin information worksheet.How do I do that

Re: Clicking "Revisit" next to Social Security SSA-1099 does not open a page to enter the information

Re: Turbotax is populating From 8606 Incorrectly

Re: is there a software bug that is not allowing me to enter room and board expense to offset a 529 plan qualified distribution?

Re: Is it required to file a paper return if you have a 1099-R or can you file electronically? If I e-file, do I have to mail a copy of the 1099-R to the IRS?

Re: I sold a house with my brother in 2025 I received no proceeds and he received 100% proceeds I...

Re: Want to apply federal refund to 2026 taxes and get quarterly 2026 estimated tax payment sched...

Re: How to answer how many months son lived with us if he's college student

Do you have a TurboTax Online account?

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