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March 14, 2026
10:24 AM
Sometimes when importing documents, certain characters that populate in a field may cause this type of error message, so going back to the highlighted field and changing or deleting those characters ...
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Sometimes when importing documents, certain characters that populate in a field may cause this type of error message, so going back to the highlighted field and changing or deleting those characters will often clear the error.
However, if the import feature is not importing properly for you, then do the following to manually input your 1099-R and 1099-DIV:
First, Delete the imported Form 1099-R and 1099-DIV:
On the left panel, click on the down arrow to open more options
You may have to scroll down a little to view the Tools option below
Click on Tools, then Delete a form (Usually the third option down)
Scroll down to delete the Form 1099-DIV and Form 1099-R
To manually enter your 1099-R and 1099-DIV:
Click on Income
Scroll down to IRA, 401(k), Pension Plan...(1099-R) and click Review/Start
Select +Add a 1099-R, Enter a different way, then Type it in myself and make your 1099-R entries
Then, return to Income and select Investments and Savings and click down arrow
Select Dividends on 1099-DIV first for you 1099-DIV
Select Type it in myself
Input the information from your 1099-DIV
March 14, 2026
10:24 AM
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March 14, 2026
10:24 AM
I bought a new computer, because turbotax switch to windows 11. all my turbotax information is on my old computer windows 10, please help me transfer my 2024 return to 2025
March 14, 2026
10:23 AM
You will want to include ONLY the Dental and Health for the Insurance and Benefits surcharge.
March 14, 2026
10:23 AM
I did not receive a 1099-MISC, only a NYS form IT-796-ATT. It says an IT-201 Tax form was filed.
March 14, 2026
10:23 AM
See this TurboTax support FAQ for entering the license code when installing the TurboTax software on your computer - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/in...
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See this TurboTax support FAQ for entering the license code when installing the TurboTax software on your computer - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US
March 14, 2026
10:22 AM
This answer is correct, but TTax has made getting to that form absurdly complicated. Why is it not listed in the general list, which would make it much easier for users to find without having to dril...
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This answer is correct, but TTax has made getting to that form absurdly complicated. Why is it not listed in the general list, which would make it much easier for users to find without having to drill four levels down?
March 14, 2026
10:22 AM
You must go into the rental property income section first, then follow the steps to enter your carryover loss.
Any passive activity loss (PAL) carryforwards allowed would be listed on your Form ...
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You must go into the rental property income section first, then follow the steps to enter your carryover loss.
Any passive activity loss (PAL) carryforwards allowed would be listed on your Form 8582, Worksheet 5 or 6, in your 2024 tax return as 'unallowed loss'. If you have a PAL and it does not seem to be populated in your 2025 tax return you can take the following steps to enter it.
Use the magnifying glass to Search (upper right) > Type rentals > Jump to Rentals > Select Edit beside your Rental Activity > Under Less Common Situations > Review Carryovers, limitations, at risk info, etc. > Continue to enter your passive loss carryover. See the image below for assistance.
Please let us know if you have additional details and we are here to help.
March 14, 2026
10:21 AM
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March 14, 2026
10:21 AM
If you signed onto the online editions and have started a tax return, click on Price preview at the top right of the online program screen.
March 14, 2026
10:21 AM
You can file your tax return by paper if you choose.
If you are a public safety officer (PSO), your retirement income is reduced by up to $3,000 for premiums paid directly to the insurer for q...
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You can file your tax return by paper if you choose.
If you are a public safety officer (PSO), your retirement income is reduced by up to $3,000 for premiums paid directly to the insurer for qualified insurance. Since it is tax-free you cannot use the $3,000 for the itemized medical expenses deduction. If you were NOT a public safety officer, there is a follow up question to the 1099-R entry where you indicate you were a PSO- make sure it is NOT checked.
March 14, 2026
10:20 AM
The list shows short or long term, but I don't even know myself as it imported individual trades, more than I have access to. I have total summaries. Why won't it just use the information? Manually ed...
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The list shows short or long term, but I don't even know myself as it imported individual trades, more than I have access to. I have total summaries. Why won't it just use the information? Manually editing 91 entries when I don't even know the answer is not reasonable.
Topics:
March 14, 2026
10:20 AM
The list shows short or long term, but I don't even know myself as it imported individual trades, more than I have access to. I have total summaries. Why won't it just use the information? Manually ed...
See more...
The list shows short or long term, but I don't even know myself as it imported individual trades, more than I have access to. I have total summaries. Why won't it just use the information? Manually editing 91 entries when I don't even know the answer is not reasonable.
Topics:
March 14, 2026
10:20 AM
The problem seemed instead to be that Fidelity had not issued the final form, and although TTax said it was importing the preliminary form (which would have given me a start), it wasn't.
March 14, 2026
10:19 AM
Please answer my question
Topics:
March 14, 2026
10:19 AM
If you would like to use a different process in TurboTax Desktop you can also make that selection. Follow the steps below to use the option 'Something other than a date'.
To enter your sale in...
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If you would like to use a different process in TurboTax Desktop you can also make that selection. Follow the steps below to use the option 'Something other than a date'.
To enter your sale in TurboTax, follow these steps.
Open or continue your return.
Navigate to the investment sales section:
TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open
TurboTax Desktop: Search for investment sales and then select the Jump to link.
Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (select Other)
Answer Yes to the question Did you sell any of these investments in 2025?
If you land on the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments.
Click this link for more information. Where do I enter Investment Sales?
@v8899
March 14, 2026
10:18 AM
Yes, the federal government CSRS-Offset system is generally considered a qualified retirement plan for tax purposes
March 14, 2026
10:18 AM
Are you on the Import screen? Don't enter a name and scroll down to the bottom and pick Skip Import or I'll enter it a different way. When you get to the interest entry screen you just need to ent...
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Are you on the Import screen? Don't enter a name and scroll down to the bottom and pick Skip Import or I'll enter it a different way. When you get to the interest entry screen you just need to enter the name and put the amount in box 3. If you don't see box 3 you need to check the little box on the left for ….My form has info in more than just box 1 (this is uncommon).
March 14, 2026
10:18 AM
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the...
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If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.