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March 11, 2026
2:54 PM
1 Cheer
After you entered the SSA-1099 there is a followup question asking if you lived in a foreign country. People have been answering it wrong or missing it.
March 11, 2026
2:53 PM
For your 2024 return, you only report the contribution and show the $7k basis on Form 8606, line 14. 2025 - you made the conversion and is reported on your return. The mistake- when you contribute ...
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For your 2024 return, you only report the contribution and show the $7k basis on Form 8606, line 14. 2025 - you made the conversion and is reported on your return. The mistake- when you contribute another $7k is adds to your total already taxed basis. More importantly, it is triggering the $14k to go against the conversion since it is larger than $6912. The problem is you still have a pre-tax balance and the IRS says you must pro-rate using the full balance as the denominator. Somehow the program has forgotten your balance. Go back through the 1099-R section where you entered the conversion and continue until you see total value of IRA on Dec 31, 2025. Enter the pre tax balance of $46,799 plus any gains/losses. It can't be left blank. Once that is entered, your forms should be back on track.
March 11, 2026
2:52 PM
I answered your question 3 weeks ago. It's right there in the discussion. Do you not see it?
March 11, 2026
2:52 PM
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March 11, 2026
2:52 PM
I sold stocks in 2024 and loss $3,860. I was only able to claim $3,000 when I did my taxes in 2025 with my CPA. Where do I go in Turbo Tax Premium to claim the carry over of $860. It's not prompting ...
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I sold stocks in 2024 and loss $3,860. I was only able to claim $3,000 when I did my taxes in 2025 with my CPA. Where do I go in Turbo Tax Premium to claim the carry over of $860. It's not prompting me for it, and I don't know where to enter it. Thanks
March 11, 2026
2:50 PM
1 Cheer
Line 6B on my 1040-SR is “Taxable amount”. There are other lines in Schedule B part III that ask about foreign investment. Those boxes are checked “no” properly. In the TurboTax Federal Worksheet “Ta...
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Line 6B on my 1040-SR is “Taxable amount”. There are other lines in Schedule B part III that ask about foreign investment. Those boxes are checked “no” properly. In the TurboTax Federal Worksheet “Taxpayer is a resident of the state above for the entire year” box is checked. I will be getting mail detailing the exact problem. The IRS agent said this was a calculation problem. I specifically asked him if it was due to incorrect data being entered on my form. He said no, it was a calculation problem and he referred me to Publication 915. I haven’t read Publication 915 because I have not yet received precise information on what the error was.
March 11, 2026
2:50 PM
I’m looking select product and billing then select payments- request refund. I couldn’t find here then please help me thanks
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March 11, 2026
2:49 PM
I had to amend my 2025 return because I forgot to include $1000 personal contribution to my HSA in the original return. After going the the TurboTax amendment process and e-filing the amendment, it s...
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I had to amend my 2025 return because I forgot to include $1000 personal contribution to my HSA in the original return. After going the the TurboTax amendment process and e-filing the amendment, it said that I also needed to mail form to IRS. Looking at the forms it indicated needed to be mailed it was a payment voucher for the revised amount of taxes owed. But, both the original and amendment files were e-filed and included bank account info for the payment to be made electronically to the IRS. So does amending the return disable or invalidate the electronic payments? I don't want to double-pay by sending a check through mail only to find it gets duplicated by the electronic payments.
March 11, 2026
2:47 PM
I have this same issue with a 1099-R. I have checked the USPS address to verify the zip code is correct. I have deleted and reentered the data and still Turbo Tax is not accepting it. It must be a...
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I have this same issue with a 1099-R. I have checked the USPS address to verify the zip code is correct. I have deleted and reentered the data and still Turbo Tax is not accepting it. It must be a glitch in Turbo Tax. I have seen other replies stating to make sure the correct State abbreviation is used, Turbo Tax auto fills the state with the full state name, i.e. South Dakota, does not allow one to key in SD.
March 11, 2026
2:47 PM
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March 11, 2026
2:46 PM
Same here. I was told I had to file by mail because of some hardcopy form I had to file. I finished everything for the Federal 1040 through review and printing. But I have to make a change on one for...
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Same here. I was told I had to file by mail because of some hardcopy form I had to file. I finished everything for the Federal 1040 through review and printing. But I have to make a change on one form that will affect my taxes due, and I can't find my way to revise the return before filing by mail. Tax Home page says both "Filed" and "Ready to mail." I tried the Add a State idea mentioned in other responses but that didn't give me access to the Federal return AFAICT. Telephone support suggested filing an Amended return which I clicked on BUT this is a really awful solution: deliberately file the bad return, then at some point (waiting period?) file the amendment. That seem like a formula for getting tangled up with the IRS, and in any case it's a burdensome workaround for what should be a simple "reset my Ready to Mail" status! HELP!
March 11, 2026
2:46 PM
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March 11, 2026
2:46 PM
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March 11, 2026
2:45 PM
For 2025, specific equipment items do not have individual QMIDs, you only need to enter the 4-letter QMID for the manufacturer. Call the manufacturer, check their web site, or check this link (but I...
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For 2025, specific equipment items do not have individual QMIDs, you only need to enter the 4-letter QMID for the manufacturer. Call the manufacturer, check their web site, or check this link (but I can't guarantee third part links are correct).
https://rebate.blue/qmid
If your manufacturer did not enroll with the IRS and did not get a QMID, you can't claim the credit.
March 11, 2026
2:43 PM
Hello, My income is from a pension from another country (I received a fixed amount from the government every month) I dont receive any Form from the US. Is that ok to report it using a 1099-substit...
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Hello, My income is from a pension from another country (I received a fixed amount from the government every month) I dont receive any Form from the US. Is that ok to report it using a 1099-substitute and if so should I use the gross distribution as a Taxable Income? Turbo Tax is asking how much RMD were due by Dec. 31, 2025 should I say zero. Also my husband and I are over 87year old. Is there anything new this year for older people that should be claiming. Thanks,
March 11, 2026
2:42 PM
If you entered each state and interest amount manually, and your 1099-INT shows these totaled under state MX, you did you choose your non-taxable state from the dropdown list? If so, you could enter...
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If you entered each state and interest amount manually, and your 1099-INT shows these totaled under state MX, you did you choose your non-taxable state from the dropdown list? If so, you could enter the total under that state, since you're not filing in the other states, or change it to another state code, as you suggested.
If you also entered the address of your bank, make sure that there's no indication of a foreign location. If you previously tried to import your 1099-INT, it may be an error related to that.
You may want to delete the 1099-INT and re-enter.
@Ediepie
March 11, 2026
2:42 PM
On self employed retirement, even when I put 0 contributions, TurboTax keeps filling in my max amount under business deductions, then will not allow me to deduct personal IRA contribution. I have go...
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On self employed retirement, even when I put 0 contributions, TurboTax keeps filling in my max amount under business deductions, then will not allow me to deduct personal IRA contribution. I have gone back multiple times to be sure 0 in business retirement. How can I get this changed to allow for my personal deduction?
March 11, 2026
2:41 PM
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March 11, 2026
2:41 PM
You should get a refund from the employer in the amount of the reduction in the box 4 and box 6 taxes.
Otherwise, the rest is good to go. Whatever was withheld for federal and state taxes (box...
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You should get a refund from the employer in the amount of the reduction in the box 4 and box 6 taxes.
Otherwise, the rest is good to go. Whatever was withheld for federal and state taxes (box 2 and 17) is already credited to your account with the IRS and the state. When you file your tax return, because your wages are lower (box 1 and 16), your tax calculation will be lower. Since you have more money to your credit from withholding, you will either get a larger refund or owe less than otherwise.
Your income tax owed to the government is based on your box 1 and box 16 wages only, plus any other income, deductions and credits. Once the tax amount is calculated, Turbotax looks at your payments and withholding. If your payments and withholding are more than your tax, you get the difference as a refund. If more is withheld, there is more to get back.
March 11, 2026
2:41 PM
@DaveF1006 For the same information, Turbo Tax and H&R Block gave significant different taxable social security benefits. It feels like the % used to calculate the taxable social security benefits by...
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@DaveF1006 For the same information, Turbo Tax and H&R Block gave significant different taxable social security benefits. It feels like the % used to calculate the taxable social security benefits by two software is different. But I don't why. I only see the amount, not the %.