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Hi,  I have a question regarding form 3115 for  those  using a foreign address.  I know that this has to be filled out in forms mode only but the foreign address as inputed on the 1040 does not tran... See more...
Hi,  I have a question regarding form 3115 for  those  using a foreign address.  I know that this has to be filled out in forms mode only but the foreign address as inputed on the 1040 does not transfer properly onto the 3115 nor does it allow the ability to correct.   Is there a fix or work around for this?   thx
You can submit a claim to accuracy guarantee. Scroll to the bottom to begin the process. See How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert ... See more...
You can submit a claim to accuracy guarantee. Scroll to the bottom to begin the process. See How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert Approved Guarantee? @louiecm24 
Request refund for 5 days early payment, it’s been 21 days after the acceptance and I still have not received my tax refund, there’s no point in paying for it. Please refund me the amount and more for... See more...
Request refund for 5 days early payment, it’s been 21 days after the acceptance and I still have not received my tax refund, there’s no point in paying for it. Please refund me the amount and more for the deceiving offer.
If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are... See more...
If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
No Return Filed" means your return is still in the queue or being processed. It does not necessarily mean your return was rejected.   Code 960 is for an "Appointed Representative". This often o... See more...
No Return Filed" means your return is still in the queue or being processed. It does not necessarily mean your return was rejected.   Code 960 is for an "Appointed Representative". This often occurs when you opt for audit protection, a refund advance, or certain paid services.
According to the instructions for 8960, look in Part 11 under Reasonable Method Allocations. Without going into detail, it mentions that certain taxes reported as itemized deductions may be allocable... See more...
According to the instructions for 8960, look in Part 11 under Reasonable Method Allocations. Without going into detail, it mentions that certain taxes reported as itemized deductions may be allocable to 8960. Even if it doesn't specifically mention the standard deduction, it does suggest that State, local, and foreign income taxes are deductible if properly deducted on your return when calculating your U.S. regular income tax. This specifically refers to itemizing your deductions.   If you don't claim a deduction for these taxes by itemizing, you can't claim them on line 9b of Form 8960. This is an IRS requirement and not a TurboTax error.      
How do I find out if SSA-1099 was used in calculating our taxes?
Sorry about not providing adequate information in my request. I have a Mac and not a PC.  I am not running any antivirus software. I live in Virginia and not California. I downloaded Turbotax from... See more...
Sorry about not providing adequate information in my request. I have a Mac and not a PC.  I am not running any antivirus software. I live in Virginia and not California. I downloaded Turbotax from Amazon. My files are on Icloud and not on my computer.  My files were on Icloud last year and I didn't have any issues but I will move my files to my harddrive. I will try some of your other suggestions. Thanks.    
@kobupp  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be rele... See more...
@kobupp  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be released by TurboTax.  You can e-file your federal, print and mail the CA return.  Note it is because CA is late in finalizing forms which then need to be updated by TT tech.  If that is NOT the case, try the following: Try running Turbotax as Administrator if using desktop CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser. All TT files must be on your C: drive, not on thumb drives.REVIEW FORMS by Go to "REVIEW" tab to see if specific forms are still listed as unavailable and not finalized. Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information. RUN SMARTCHECK Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update.  If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software. Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously. Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account. If all else fails, print and file by mail.  You may be able to e-file fed, unselect state.
I used i7q6 for my Daikin QMID and e-filed with TurboTax on February 8th.   The IRS rejected my energy credits because the QMID that they received was blank.  For some reason, the QMID was not visibl... See more...
I used i7q6 for my Daikin QMID and e-filed with TurboTax on February 8th.   The IRS rejected my energy credits because the QMID that they received was blank.  For some reason, the QMID was not visible to the IRS even though it's clearly stated on my printed copy of  my return.   After three hours on the phone with the IRS, I will need to snail mail a copy of form 5695 showing the QMID along with the letter that they sent me and a letter explaining the problem.   What a pain.  It would be nice for TurboTax to refund my money or give me free software for next year.  The TurboTax AI assistant, denies that there is a problem.  Very disappointing.    
 I entered $230 in foreign tax credits from 1099-DIV. When I look at the 1040 return form, the amount is doubled to $460. I have looked back through my entries and everything looks correct.
@mdk633    IF it truly does show up as taxable income on line 5b of the federal 1040.....   ....Then...you may need to edit that 1099-R again...There is one question after the main form that asks... See more...
@mdk633    IF it truly does show up as taxable income on line 5b of the federal 1040.....   ....Then...you may need to edit that 1099-R again...There is one question after the main form that asks if you transferred the $$ to a ROTH IRA...you need to answer NO to that.   Since that box 7 already has a "G" in it, then the tax software knows that all that is left is a direct transfer to an IRA  (or in more limited cases, perhaps to a different company's 401k)
I reported this issue on 2/24/26 and it still has not been resolved (I attempted to e-file again today). I am using the online version of turbo tax for 2025 and did for 2024 as well.   I can't find... See more...
I reported this issue on 2/24/26 and it still has not been resolved (I attempted to e-file again today). I am using the online version of turbo tax for 2025 and did for 2024 as well.   I can't find the Asset Entry Worksheets anywhere in the 2024 return, nor in the preview of the 2025 return. I can only see the Asset Entry Worksheet for 2025 for the specific asset (residence in Schedule E) that is having the issue, but it won't let me print the worksheet or view it in any convenient way (you can only see 5 lines in a small window).   I am concerned that if I delete the primary asset for Schedule E (the rental residence), that it will mess up the schedule or my return overall, or that I won't have all of the information to re-enter it correctly.  What can be done to fix this issue?  It's been over 3 weeks now.
You should withdraw the $250 regardless.  Then you can take the deduction for the $1550 contribution that your employer made.  You can't contact them and you can't control what they do but you should... See more...
You should withdraw the $250 regardless.  Then you can take the deduction for the $1550 contribution that your employer made.  You can't contact them and you can't control what they do but you should do what is best for you and then react if they do something different.     If they pull out the $1800 that they contributed you can amend later.  You can't contribute $1550 to another HSA because $9550 is your max across all HSAs.  So the only thing that you can do is what is best for you and then amend the tax return later if your former employer decides to pull the money out.  
@flower18  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be re... See more...
@flower18  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be released by TurboTax.  You can e-file your federal, print and mail the CA return.  Note it is because CA is late in finalizing forms which then need to be updated by TT tech.  If that is not the case, try the following: Try running Turbotax as Administrator if using desktop CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser. All TT files must be on your C: drive, not on thumb drives.REVIEW FORMS by Go to "REVIEW" tab to see if specific forms are still listed as unavailable and not finalized. Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information. RUN SMARTCHECK Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update.  If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software. Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously. Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account. If all else fails, print and file by mail.  You may be able to e-file fed, unselect state.
You enter the Schedule K-1 in the federal portion of TurboTax. Find the Wages and Income section, then Business Investment and Estate/Trust Income. Choose Schedule K-1 and work through that section.
Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?... See more...
Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
Same here, 3-18-26.  To resolve hit the installation. Exe file, it gives the option to "repair", select it. Works fine.   Turbotax is a sloppy program imo. H&R Block is more intuitive imo.  I'm usi... See more...
Same here, 3-18-26.  To resolve hit the installation. Exe file, it gives the option to "repair", select it. Works fine.   Turbotax is a sloppy program imo. H&R Block is more intuitive imo.  I'm using Turbotax this year (2025 tax year) because Chase Bank doesn't import well with H&R.   I'm actually going to purchase H&R and run both programs to compare results.   My particular tax situation is unusual this year because of an inheritance of brokerage and ira account transition.