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I was just informed today, March 23rd, that the update for QTP to Roth IRA has now been scheduled to run on Thursday, March 26th. Update TurboTax on Friday, March 27th and it should be there.   Updates are normally run on Thursday evenings.  @viv888 

The Wisconsin reject code TY25_WI_SchWD_Line10 indicates a validation error on Schedule WD, Line 10 (Capital Gains/Losses). This typically occurs due to a calculation error or a mismatch between the Schedule WD and the federal capital gains reported, requiring a review of your capital gain/loss figures for accuracy.   Here are some details to check while you wait. Verify Calculations: Re-calculate Schedule WD (Capital Gains and Losses) to ensure the amount on Line 10 correctly matches the subtotals from previous lines. Check Federal Figures: Ensure capital losses or gains match the federal return amounts, especially if you had to re-characterize income for Wisconsin purposes. Review Software Entry: Re-check entries in your tax software, as software may sometimes miscalculate the Wisconsin-specific adjustment required on this line.  You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? Choose to include the government and TurboTax worksheets  Then click 'View or Print Forms' If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   @esullivan007  @user17714718708 

Dans les versions en ligne, ce n'est pas les revenus qui sont pris en considération, ce sont les éléments et la complexité. Voici ce qui est inclu dans une déclaration en ligne gratuite (simple) :       Merci de choisir TurboImpôt

TurboTax may be flagging an "excess accumulation" penalty (Form 5329) because of an error in how the Required Minimum Distribution (RMD) was entered, not because you failed to take it. The software may "think" your total RMD was not met, possibly because of inadvertent input error in the 1099-R information.   To resolve this issue, return to the Retirement section under Income and go over your Form 1099-R entries.    For each 1099-R, where you are asked "Let's get more information about your Required Minimum Distribution", enter the amount from that specific 1099-R's box 1, not your total required distribution for all accounts.   If you have multiple accounts, ensure that each 1099-R is entered separately, and match the specific RMD amount to each bank or other institution.   Make sure that the RMD questions are answered for each distribution.   See this help article for more information.

There are several reasons why TurboTax may not have chosen itemized deductions for you over the Standard Deduction.  The program does choose the deduction that gives you the best outcome.   For 2025, the standard deduction is fairly high It is $15,750 if you are single and $31,500 if you are married filing jointly. Even if you add $15,000 in SALT to other deductions (like mortgage interest), it still has to exceed the standard deduction amount to make it worth itemizing. The cap phases out if you have a high income over $500,000. You may not have entered all deductible property taxes. We kind of got used to not inputting all of the property tax data because it was nearly impossible to get above the standard deduction. Make sure you entered all of your property tax information into TurboTax. TurboTax usually will default to using the state income tax but if you live in a high sales tax state, entering your sales tax may have resulted in a higher number. You can review the copy of your filed return. Look at line 5a-5e of your Schedule A to see if the full $15,000 in property taxes is listed.   Check your TurboTax entries to see if you have entered all of your state income tax withheld, estimated payments, and property taxes. If you determine that your total itemized deductions are higher than the standard deduction, you can amend your tax return.   See also:   How do I change from the standard deduction to itemized (or vice-versa)? How to File an Amended Tax Return with the IRS  Form 1040-X, Amended U.S. Individual Income Tax Return: Frequently asked questions SALT Deduction Explained: Limits, Eligibility, and Tax Planning Tips   Please return to Community if you have any additional information or questions and we would be happy to help.

@MelindaS1 Thank you for the reply.  To confirm, if I have have multiple legs at losses, I will add them separately in form 6781 box 10. Is it expected that the same unrecognized gain will be used multiple times in multiple rows of box 10?   Fox example, I have three legs open at the same time.  - leg 1: long stock A, unrecognized gain 1000 at EOY.  - leg 2: PUT of stock A. Sold for loss of 1000.  - leg 3: PUT of stock A at a different strike price. Sold for loss of 500.    If I add leg 2 and 3 separately, do I fill in 1000 at column (g) for both of them? This will cause total loss 1500 being deferred and column (h) will be 0.    If I combine leg 2 and 3, I’ll have 1500 loss in column (f) and 1000 at column (g), the recognized loss column (h) will be 500. 

Thank you.   This is the same problem I had with my '25 Federal -> Michigan return.     Even though I separately divided the amount of the Michigan component and the rest to 'all other states' in the recommended fashion, it failed to propagate the 2nd (much larger) amount to the Michigan tax schedule 1.  As there is no dialog regarding the verification of this amount when filling out the Michigan tax in the easy-step interview mode, I might well have filed blindly and grossly underreported my MI income...  Hello audit! It was only that the refund seemed too high that prompted me to look closely at the forms, and compare to my prior return.     Interestingly, going back to my '24 return there was also an error in this process which I did not detect...  Fortunately, TT erred in the other direction, and carried over the full exempt-interest dividend amount to the state form, instead of the 'all other states' value, resulting in a slight overpayment of tax.  Instead of erroneously carrying over the "MI" state code into the 'state where dividends are earned' like TT2025, it listed the state as "AL"...  (there was no selection of AL as a state anywhere in my input, and I don't file an AL return, so I have no idea where it got that).   I hope that Intuit will fix this bug!    

The flags allow a generous description. You can enter multiple flags.  You choose the name of the flag and the description.    For example: Dependent section - create a flag  Name - Dependents? Description - which dependents are being claimed this year   When you select flag again, it shows you all your flags. This makes a quick view to see all the issues.

If you haven’t filed yet or your efile rejects you can change it.   How to remove the Pay with Refund fee in the Online version https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-pay-with-my-refund-fees-in-turbotax-online-and-change-my-payment-method/00/25880   For Desktop go back through the File tab slowly and watch what you click on.  There is one screen that can trip you up.

Si vous faites une modification dans le QMED, il est possible que la transmission ne sera pas possible. Essayez et vous verrez. La suggestion de ma collègue Véronique est la meilleure.   Merci de choisir TurboImpôt

yes cuz they charged us 800.00 on top of the 40.00 fee to efile when i said to take it out of the taxes. They need to link up with someone else other than Green Dot. Learned a valuable lesson. Wonder if i can claim it on my taxes next year?

@user17743084129 If you need assistance with TurboTax Business Incorporated or preparing your incorporated business tax return (T2), you can contact the dedicated support team using the chat here: https://public-consumer-chat.app.intuit.com/app/ccs/consumer?experienceId=ttbInc. Agents are available from 9:00 am to 6:00 pm EST, Monday to Friday.      

Your entries are correct. For 2024, The amount of $7K for Other Contributions Previously taxed by MA represents your first year of already-taxed basis. The Total Distributions Received in Previous years ($0) is correct because you had never taken a tax-free withdrawal or conversion in MA prior to that year.   Your 2025 entry of $14K is also correct because you're adding your cumulative total. MA needs to know how much of already taxed money you have ever put into the bucket.   Your Total Distributions Received in Previous years ($7K) is correct because it represents the total amount you successfully converted/withdrew tax-free in all years prior to 2025.   Note: If you always convert exactly what you contribute, your "Total Contributions" will always be $7K higher than your "Total Distributions". This creates a $7K available basis for the current year, which keeps your MA tax at zero every year.

Not sure if any of you still have Wisconsin rejection issue. I just went through it myself.. rejected twice.  Web version. First time it didn't tell me what was wrong.. just a code of Reject Code TY25_WI_SchWD_Line10.  Refiled and got rejected within a few minutes.  I tried browser incognito mode, finally got some explanation. It says they are going through some updates for Wisconsin, and it asks that I try again after 3/26 instead.