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Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, ... See more...
Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
If you are receiving a Smart Check message regarding Section 199A reported in Box 20 Code Z with no business income entered, you may be able to resolve this by returning to your K-1 entry and working... See more...
If you are receiving a Smart Check message regarding Section 199A reported in Box 20 Code Z with no business income entered, you may be able to resolve this by returning to your K-1 entry and working through the QBI section again. Note especially step 3 below.   Confirm that you checked the box for Box 20 and chose Code Z. You don't need to enter any amount for Code Z.  Continue with the interview until you see "We see you have Section 199A information." Check the box that applies (usually the first option). On the page "We need some information about your 199A income," be sure to check the first box and enter at least one type of income. Check any other boxes that appear on Statement A and enter the related amount. Continue back to the K-1 summary page. Run the federal review again to confirm the message has been resolved.    
I could not use the process suggested by the reply with my version of TurboTax.  Instead, I went from Step-by-step to Forms and altered the form entries to reflect my situation.  This then allowed me... See more...
I could not use the process suggested by the reply with my version of TurboTax.  Instead, I went from Step-by-step to Forms and altered the form entries to reflect my situation.  This then allowed me to complete all the error checks in TurboTax and file my taxes.
@mesquitebean 2025 is the first time we’ve filed jointly. He should be first I will check. 
Once your return is complete, you will choose file by mail once you begin to file your return. When you pick this option, TurboTax will prompt you to print your return. Once your return is printed, t... See more...
Once your return is complete, you will choose file by mail once you begin to file your return. When you pick this option, TurboTax will prompt you to print your return. Once your return is printed, there will be a printed page in your return with complete mailing and filing instructions, which includes the mailing address where to send your return.
Form 2210 is the form used to calculate the Underpayment of Estimated Tax penalty. Did you have a penalty last year? TurboTax only generates this specific form in your return if one of the following ... See more...
Form 2210 is the form used to calculate the Underpayment of Estimated Tax penalty. Did you have a penalty last year? TurboTax only generates this specific form in your return if one of the following scenarios applies to you:   You did not pay enough tax throughout the year via withholdings or estimated payments, and the software calculated a penalty. You owe a penalty but are asking the IRS to waive it due to a casualty, disaster, retirement, or disability. You are using the Annualized Income Installment Method to reduce or eliminate the penalty because your income was uneven throughout the year (e.g., you made most of your money in the winter). Since you are asking about your tax liability, you can find this on your 1040 form.   You can find your 2024 tax liability by: Looking at line 24 on page 2 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript
The taxable amounts paid as disability payments before the normal retirement date for the plan are required to be reported on line 1h, not on line 5a/b.  If this was not a disability payment received... See more...
The taxable amounts paid as disability payments before the normal retirement date for the plan are required to be reported on line 1h, not on line 5a/b.  If this was not a disability payment received before the normal retirement date, either edit this 1099-R and correct your answers to the related questions or delete and reenter the 1099-R, making sure to answer the follow-up questions correctly.
never received this form
@susanpbutler wrote: $60,000 capital gains after capital improvements, acquisition, closing costs, etc.,  and it looks like I then have to go back and get tax 25% for depreciation I took over th... See more...
@susanpbutler wrote: $60,000 capital gains after capital improvements, acquisition, closing costs, etc.,  and it looks like I then have to go back and get tax 25% for depreciation I took over the years on the house?  That is a hefty amount.  I live in Florida. Yes.  Depreciation is essentially a deduction for "lost" value due to wear and tear.  It devalues the property on paper.  If you are able to sell for more than the adjusted value, that means you are getting the depreciation back.  If you deducted it before, you have to pay it back.  Recapture is not necessarily taxed at 25%, it is taxed as ordinary income with a cap of 25%.  So if your only income this sale, you get a standard deduction depending on your filing status (single, married, head of household, etc.) and then your ordinary income is taxed at 10% or 12%.   You can create a backup account in Turbotax 2025 version, and enter your data to get an estimate of the tax (which assumed the tax law won't change this year, which seems like a safe assumption at this point.  Or try this estimator. TaxCaster tax calculator
The IRS generally allows you to aggregate foreign income under specific labels to avoid listing every single country, especially when it comes from managed accounts or mutual funds.   For the ... See more...
The IRS generally allows you to aggregate foreign income under specific labels to avoid listing every single country, especially when it comes from managed accounts or mutual funds.   For the 8 RICs: You do not need to list the individual countries inside those funds. When TT asks for the country, select "RIC" (it is usually at the top or bottom of the alphabetized country list). You can group all 8 RIC dividends and their taxes into one entry under the "RIC" country designation.  For the 19 Countries: If these are individual stocks (not funds), the most efficient way to bypass the "1116 hung up" error is to use the "Various" country designation. Some believe you must list every country for individual stocks. While technically the IRS likes detail, in a consolidated brokerage setting, aggregating them under "Various" is a widely accepted practice for passive dividend income to make the math on Form 1116 work.  
Can you clarify your question? Are you referring to a refund from the IRS? Do you mean an update to the software?
Can we get an answer from TurboTax? I have posted my specific problems related to RMDs with more than one IRA account when you take all of your RMD out of one account. Also, when you have a basis on... See more...
Can we get an answer from TurboTax? I have posted my specific problems related to RMDs with more than one IRA account when you take all of your RMD out of one account. Also, when you have a basis on one account, Turbo Tax does not calculate the tax owed correctly. The fixes of fudging numbers and entering required values directly in "forms" is not acceptable. Others have hand problems with penalties being owed when the full RMD has been paid.    Can Turbo Tax get this RMD problem fixed?
If you are experiencing issues with saving or printing your business return, please install Adobe Reader. You may see a warning message in Adobe for the PDF files, but it can be ignored. The document... See more...
If you are experiencing issues with saving or printing your business return, please install Adobe Reader. You may see a warning message in Adobe for the PDF files, but it can be ignored. The documents should be complete and ready to be printed if necessary.   This is a known issue with no estimated resolution date.
You won't have a penalty provided you make the same payments (Line 33) that you made in 2025, plus the quarterly payments reflected on the 1040-ES form.   The IRS has ‌a safe, quick, and easy way... See more...
You won't have a penalty provided you make the same payments (Line 33) that you made in 2025, plus the quarterly payments reflected on the 1040-ES form.   The IRS has ‌a safe, quick, and easy way to pay estimated taxes. It's the  electronic payment options    Turbotax uses these guidelines to avoid the underpayment penalty: The amount you owe is less than $1,000, after subtracting withholding and refundable credits. You paid 90% of the tax that you owed for the current year. You paid 100% of the previous year tax, (110% for higher incomes). If your previous year's adjusted gross income was more than $150,000 you will have to pay ‌110% of your previous year's taxes to satisfy the "safe-harbor" requirement. Underpayment of Estimated Tax by Individuals PenaltyYes, You can still make a payment for last year.      
If you use the "standard" method, your sales tax deduction is calculated from your income and where you live.  Then you have the option of adding sales tax you paid for specific purchases -- motor ve... See more...
If you use the "standard" method, your sales tax deduction is calculated from your income and where you live.  Then you have the option of adding sales tax you paid for specific purchases -- motor vehicles, aircraft, or a home or major home renovations.  You should just be asked for the dollar amount of your vehicle sales tax and you can enter that amount even if it was paid to a different state. 
@CatinaT1   Does TurboTax automatically hyphenate the EIN in the field, and if so, does it make any difference if a user enters it with a hyphen?
To be nontaxable an HSA distribution must be used for qualified medical expenses and you must tell TurboTax the amount that was applied to qualified medical expenses.
As of last night, this issue has been updated. You will now see in the NJ section a statement that says NJ does not tax Code Q distributions. Although you entered it as a T, this is because the fund ... See more...
As of last night, this issue has been updated. You will now see in the NJ section a statement that says NJ does not tax Code Q distributions. Although you entered it as a T, this is because the fund isn't committing to code Q which makes it nontaxable. Once you answer some of the questions in the federal section after entering your 1099-R, TurboTax is then saying yes you qualify and making the income nontaxable in NJ as well.  @BhSe