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a month ago
Use Other.
a month ago
Enter $1 of income and $1 of expenses on your Sch C as a work-around. This will clear the TurboTax error and keep your QBI Loss carry forward.
a month ago
You can go back to enter your W2. To get back to this section:
Go to the W-2 screen under Income
Select Work on my W-2 and Continue
You can go through all the sections of your return...
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You can go back to enter your W2. To get back to this section:
Go to the W-2 screen under Income
Select Work on my W-2 and Continue
You can go through all the sections of your return by using the column on the left.
a month ago
Topics:
a month ago
Efile my 1040x
Topics:
a month ago
Thank you @dmertz. Better catching this now than never 🙂 Can I fill up and file the 2021 Form 8606 using TurboTax desktop (sinceI used it to file my 2021 tax)? I believe this 2021 Form 86...
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Thank you @dmertz. Better catching this now than never 🙂 Can I fill up and file the 2021 Form 8606 using TurboTax desktop (sinceI used it to file my 2021 tax)? I believe this 2021 Form 8606 will impact the IRA "basis" (currently I have that $ 4000 traditional IRA basis that was carried over from years ago). But I think I'll just go ahead and I file my 2025 tax before the tax deadline and file my 2021 Form 8606 later (I hope there is no deadline for this, but target to file this by this May) then deal with the "change in basis" in the next tax year (which would require actually editing/overriding the IRA worksheets that will be carried over to TurboTax desktop version 2026). What might be the pros and cons of it? Again, thank you very much.
a month ago
If you are unable to move forward in your TurboTax program, you can try the steps below.
Go out of your program, close your browser and go back in.
Clear your cache and cookies. Click here f...
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If you are unable to move forward in your TurboTax program, you can try the steps below.
Go out of your program, close your browser and go back in.
Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies?
Try a different Web browser, such as Chrome or Firefox.
If you are using a VPN, disable it.
Try using incognito mode
If you are using TurboTax Desktop, you can manually check for updates for your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."
You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.
Please return to Community if you have any additional information or questions and we would be happy to help.
a month ago
Yes, that did work, thank you! This letter from the tax people was a surprise and I’m trying to figure out if it as an error I made, a bug in the software, or something else.
a month ago
Every person and every year are different. Only the IRS can tell you. I got my refunds very fast this year, like 10 days. When did you file? If you efiled was your return Accepted? You ...
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Every person and every year are different. Only the IRS can tell you. I got my refunds very fast this year, like 10 days. When did you file? If you efiled was your return Accepted? You can check your efile status here https://turbotax.intuit.com/tax-tools/efile-status-lookup/ When you efile you get back 2 emails. The first email only confirms the transmission. The second email says if the IRS (or state) Accepted or Rejected your efile. What does the IRS say? IRS Where's my refund Where's My Refund? | Internal Revenue Service Were you having the Turbo Tax fees deducted from your refund?
a month ago
There are amounts in Box 1 Gross Distribution and Box 2a Taxable Amount NEITHER OF THE BOXES IN 2A ARE CHECKED Boxes 3 ,4, and 5 all contain 0.00 Box 6 - Net Unrealized appreciation - has a non-ze...
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There are amounts in Box 1 Gross Distribution and Box 2a Taxable Amount NEITHER OF THE BOXES IN 2A ARE CHECKED Boxes 3 ,4, and 5 all contain 0.00 Box 6 - Net Unrealized appreciation - has a non-zero amount Box 7 - Distribution code - has ONLY a 7 in it, and neither of the check boxes below it are checked ==================== NOTE: Whatever the reason, the 1099 shows a taxable amount, yet no part of that is in the taxable income, and that inconsistency was NOT flagged in any way - THAT FACT ALONE IS A DEFECT IN THE SOFTWARE
a month ago
That's what I get for guessing on a return that I cannot see. 🙂
I take it that your original issue of the amounts in the federal column disappearing resolved itself? My test worked just fine.
a month ago
This task is under the Federal Review section, on a page titeld "Check this Entry". The TT instructions say to access the Worksheet through the Federal review section, but I cannot find it there.
Topics:
a month ago
There has been an issue this year for some taxpayers that the screen "Let's enter [your name]'s HSA contributions" does not appear in the interview. This is the screen on which you enter your "person...
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There has been an issue this year for some taxpayers that the screen "Let's enter [your name]'s HSA contributions" does not appear in the interview. This is the screen on which you enter your "personal" HSA contribution (on the second line).
Let's try this as a workaround: do the HSA Reset (see below) to delete all your HSA data and start over with your HSA entries.
HSA RESET
***Reset***
1. make a copy of your W-2(s) (if you don't have the paper copies)
2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)
*** Desktop/Windows***
3. Go to the upper right and click on Forms, and
4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.
*** Desktop/Mac***
3. Switch to Forms Mode by selecting the Forms icon.
4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].
*** Online ***
3. go to Tax Tools (on the left), and navigate to Tools->Delete a form
4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)
5. go back and re-add your W-2(s), preferably adding them manually
6. go back and redo the entire HSA interview....
a month ago
I tried using this software this year and entered our fairly simple info exactly as I entered it into the H&R Block tax software. Your (TT) software told me I would get an approximate $14,000 refund ...
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I tried using this software this year and entered our fairly simple info exactly as I entered it into the H&R Block tax software. Your (TT) software told me I would get an approximate $14,000 refund as compared to the $1,800 refund I was told I would get with H&R Block. I paid $121.10 for this return as this was the only way that I could see the actual returns. I did NOT file them electronically, as I had already done this through H&R Block. When I printed your return and compared it to the H&R Block return, I quickly realized that the error was due to your software not including our Social Security income as taxable income. Unfortunately, it is taxable for federal purposes at 85%. Thus the huge difference in our refund amounts. Had I used your software first and filed this return, I would have been in deep trouble with the IRS due to underpaying taxes for 2025! This is a VERY SERIOUS issue with your software, and I guarantee that there are many, many other seniors (like myself) who are going to suffer when their expected 2025 refund amounts are eventually disputed by the IRS and they owe money and penalties. I tried on several occasions to get a refund for the money I paid for this "experiment" and was told on all occasions that since the software was "used" that I was not entitled to a refund. I would be happy to send you a copy of the return that was produced by your software to show you exactly what I am talking about. If I don't hear from you, I will just do my best to try and warn other users about this incredibly faulty software. Susan Witt [phone number removed]
a month ago
To resolve this you will need to contact TurboTax Support.
a month ago
Check the Documents > TurboTax folder. You should have a backup copy with a tilde sign in front.
@NeedHelp26
@mrteigland
a month ago
Yes, GEOID does refer to the residential charging credit or formally known as the Alternative Fuel Vehicle Refueling Property Credit, and it is used to determine eligibility for this credit. GEOID (...
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Yes, GEOID does refer to the residential charging credit or formally known as the Alternative Fuel Vehicle Refueling Property Credit, and it is used to determine eligibility for this credit. GEOID (Geographic Identifier) is an 11-digit code that confirms that your primary residence is located in an eligible low-income or non-urban census tract that is eligible for the tax credit. This tax credit applies to the purchase and installation of qualified electric vehicle charging equipment at your principal residence, in the amount of 30% of the total cost (including equipment and installation labor). There is a maximum credit of $1,000 per item. To get this credit: The charger must be new, not used. The credit applies to the charging unit, the electrical panel, wiring, conduit, and labor, if they are in a qualified location. The property must be placed in service between January 1, 2023, and June 30, 2026 To enter this credit into TurboTax you will: Go to Federal in the left menu. Select Deductions & Credits at the top. Scroll down to Cars and Other Things You Own and then Show More. Click Start/Update next to Energy-Efficient Vehicle Charging Station. Follow your TurboTax prompts on-screen prompts to enter the cost of the charger and installation See also: What Is Form 8911: Alternative Fuel Vehicle Refueling Property Credit Please return to Community if you have any additional information or questions and we would be happy to help.
a month ago
Are federal returns taking longer than normal in 2026?
Topics:
a month ago
No, it was exactly five months of pension. The IRA was not an employee retirement contribution plan, it was opened in October after my husband retired, and we made a one time contibution to it of $80...
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No, it was exactly five months of pension. The IRA was not an employee retirement contribution plan, it was opened in October after my husband retired, and we made a one time contibution to it of $8000. He did not have an IRA as an employee, but his pension was from a prior employer.