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4 weeks ago
Thank you for the replies.
4 weeks ago
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/m...
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Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
4 weeks ago
Enter the first 3 characters after, not including "IDUSA". Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.
...
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Enter the first 3 characters after, not including "IDUSA". Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.
For more information, see Where do I find my document number so that I can e-file my New York return?
4 weeks ago
No one in the user forum can see your tax return. If you used online "Live Assist" then contact your tax expert.
You can arrange for the Live help you are paying the extra fee for with your ...
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No one in the user forum can see your tax return. If you used online "Live Assist" then contact your tax expert.
You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb
4 weeks ago
When creating the 1099R, you only instruct to enter values for Box1, Box 2a and codes for Box 7. However, when TT does it final review it shows multiple errors for "untitled" 1099-R. It's asking to ...
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When creating the 1099R, you only instruct to enter values for Box1, Box 2a and codes for Box 7. However, when TT does it final review it shows multiple errors for "untitled" 1099-R. It's asking to fill in Payer's information, Tin, Address, Name, etc.. Are we to leave these blank? Will TT move forward if not included? In my case, I use Fidelity and have this information from a prior year's 1099R. Again, we are "creating" a 1099R for a payer that has not yet officially issued the 1099R for 2026 (as noted, Fidelity will send me a 1099R for 2026 in 2027). I believe the instructions when completing the 2026 Tax Return was NOT to enter the information on the future 2026 1099R and just keep it in your files. Please advise further. Thank You!
4 weeks ago
Assuming "Jason" is the tax expert because you used for online Live Assist or online Full Service, you will have to contact your expert yourself. No one in the user forum can contact him for you.
...
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Assuming "Jason" is the tax expert because you used for online Live Assist or online Full Service, you will have to contact your expert yourself. No one in the user forum can contact him for you.
You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb
4 weeks ago
1 Cheer
Thanks! There's not many of us, especially after the IRS stopped issuing new certifications not long after it started. I'm lucky I got it, otherwise I couldn't represent clients during audits.
4 weeks ago
You can print and edit the state payment vouchers yourself by following these navigational steps in TurboTax Online:
Select Tax Home from the left-hand side menu
Select State from the left-...
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You can print and edit the state payment vouchers yourself by following these navigational steps in TurboTax Online:
Select Tax Home from the left-hand side menu
Select State from the left-hand side menu
Select Go to state return
Select Edit next to Colorado
Follow the prompts until you get to the page titled 'A few things before we wrap up your state taxes'
Scroll down to Other forms
Select Start next to Make Estimated Payments for Next Year
Follow the prompts to print the default payment forms, or make any adjustments to your anticipated income and withholding for next year's tax
Contact customer service for live expert matters.
See @xmasbaby0 's advice below for contacting live experts, thank you!
[Edited 03/21/26|1:58pm PST]
@jreneeb
4 weeks ago
Thanks for the reply! I think I got it corrected, but I have a couple of additional Questions. Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years? ...
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Thanks for the reply! I think I got it corrected, but I have a couple of additional Questions. Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years? Nondeductible contributions are tracked on Form 8606 in your prior year returns. I selected YES If you made any nondeductible contributions in prior years, look at your most recent Form 8606. Find the box called total basis and enter the number from that box below. I looked at my last years taxes and on the 2024 Form 8606, Box 14 has 7,000 So I put $7,000 in the box. It still seems to not tax the $7,000, so I guess that's correct?
4 weeks ago
You only need the file ending in .tax2024 to transfer into 2025. On the old computer, Your tax files end in .tax or .tax2022 or .tax2023 or .tax2024 etc. They should be in your Documents in a Tu...
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You only need the file ending in .tax2024 to transfer into 2025. On the old computer, Your tax files end in .tax or .tax2022 or .tax2023 or .tax2024 etc. They should be in your Documents in a Turbo Tax folder. You should also have the pdf files of each year. Or search your computer for all files ending in .tax. Also if you haven't done it, I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc. What I would do is just copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.
4 weeks ago
Firewall disabled. Not running AV or malware protection. VPN off. Connected via Ethernet. Restarted everything. Nothing. No other application, including prior versions of TurboTax, are fine....
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Firewall disabled. Not running AV or malware protection. VPN off. Connected via Ethernet. Restarted everything. Nothing. No other application, including prior versions of TurboTax, are fine. Did a complete delete and reinstall. Nothing in the linked article applies to my situation.
4 weeks ago
Sometimes the IRS decides to issue a check instead of making a direct deposit; only the IRS can explain why to you. TurboTax gets no information from the IRS after you file your tax return.
4 weeks ago
It tool a long time for the 1099-B to become available and then I was hammered with work but i was comforted via my EXCEL version that I knew the bottom line to expect. Right now my tax owed is $10 ...
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It tool a long time for the 1099-B to become available and then I was hammered with work but i was comforted via my EXCEL version that I knew the bottom line to expect. Right now my tax owed is $10 off! Yes, i have the old 1099-R which was from a different broker, the one that had my 401k. I can't recall how the cost basis got to the new broker but I suspect I probably entered it manually. I guess if i were devious, i could have entered a much higher number! It kind of surprises me that it would be that easy to commit that kind of fraud, but I digress. It was so easy** and I can't recall why I went through all that workaround scenarios with both you and then chatgpt. Was that done under the assumption that the costs basis would show as zero on my 1099-B? Thanks much! Yes, it does look like I am now home free and, like you, I'm almost ready to file but will wait since I owe. ** Well, it was easy only after my 5th call to turbotax where someone finally figured out that you had to try to enter the exclusion on the 8960 and it would then place you where you needed to be in the worksheet; whereas I had previously tried to access the worksheet directly but it would not accept any inputs there! For the future, perhaps your instructions should note such, although it may depend on the Ttax version I guess. I probably wasted an hour figuring that out!
4 weeks ago
If you are getting Social Security disability your income is probably too high to get the Elderly and Disabled credit.
There is a credit for the Elderly and Disabled which is so small that very...
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If you are getting Social Security disability your income is probably too high to get the Elderly and Disabled credit.
There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.
ELDERLY OR DISABLED CREDIT https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled
4 weeks ago
I'm using TurboTax Deluxe Desktop, and I have ESPP (Employee Stock Purchase Plan) transactions on my tax return. One of these stock transactions is marked "Needs Review", but when I select it, the on...
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I'm using TurboTax Deluxe Desktop, and I have ESPP (Employee Stock Purchase Plan) transactions on my tax return. One of these stock transactions is marked "Needs Review", but when I select it, the only option I have is Bulk Edit, and the changes I make with Bulk Edit don't appear to be saved. Then, when I get to the Federal Review stage, I get the following errors: "Capital Asset Sales Worksheet ([brokerage]) -- Capital Asset Sales Wksht (1) -- Capital gn (ls) adjustments/other info (sh [employer]) -- Employer Stock Worksheet: Line 4 must be entered." "Capital Asset Sales Worksheet ([brokerage]) -- Capital Asset Sales Wksht (1) -- Capital gn (ls) adjustments/other info (sh [employer]) -- Employer Stock Worksheet: Line 10. Type of stock plan must be checked" Line 4 calls for the number of shares purchased, which my brokerage didn't include in my tax forms. I did select the type of stock plan in the step-by-step instructions, so I don't know why it wasn't filled out on this form, except for the following: Part of the problem with this transaction is that it was not directly purchased under the ESPP; it came from reinvested dividends. My brokerage doesn't provide the same information for the sale of shares from reinvested dividends as it does for the sale of regular ESPP shares. I'm not certain whether these reinvested-dividend transactions should be reported as ESPP shares or as "Stock (non-employee)" or something else. I think the root cause of this problem is that I entered these shares as ESPP shares but then tried to change them to Stock (non-employee because TurboTax asked for the corrected cost basis, which my brokerage only provided for true ESPP shares, not for reinvested dividends. How do I correct these errors and move on? I've tried deleting the offending forms, but TurboTax just re-creates them. I would like to try deleting the offending transaction in Step-by-Step mode and re-entering it, but TurboTax doesn't allow that. About the only option I can see is to delete the entire 1099-B and start over, but it took me almost an hour to enter all of those transactions.
4 weeks ago
If you received a state tax refund last year (2025), it was probably due to an overpayment showing on your 2024 state income tax return. Check your 2024 state tax return to see if the amount overpaid...
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If you received a state tax refund last year (2025), it was probably due to an overpayment showing on your 2024 state income tax return. Check your 2024 state tax return to see if the amount overpaid / refund matches the payment you received. Your state tax refund was calculated as your total state tax due less any amounts withheld from wages or other income, and any separate payments made such as estimated payments. All of this information can be found on your state tax return.
If your records don't match the amount of the refund you received, contact your state tax agency / Department of Revenue with any questions. See this TurboTax help article that includes contact information for the different state tax agencies.
4 weeks ago
You will not get the childcare credit until (unless) you enter income earned from working. The credit does not work unless you enter your income first. If you are filing a joint return you must s...
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You will not get the childcare credit until (unless) you enter income earned from working. The credit does not work unless you enter your income first. If you are filing a joint return you must show income for both spouses, or show that one or both of you was a student or disabled. If you have self-employment income and show a loss you will not get the childcare credit. You will not get the credit if you are filing married filing separately.
If you have entered all of your income and you have entered your dependent(s) then work on the childcare credit by entering the Tax ID or Social Security number of your childcare provider and enter the amount you paid for the childcare.
One of the most common mistakes that messes up the childcare credit for people is listing all of the earned income under only one name on a joint return. Make very sure that your incomes are listed under each of your names. It’s pretty easy to check. Go to the Income section, and click “update” on Wages and Salary. That will take you to the W-2 Summary. Do you see income listed under both of your names?
The person receiving the care had to be 12 or under or qualified as mentally or physically disabled. To claim the childcare credit you need to be filing as Head of Household or Married Filing Jointly. (NOT married filing separately)
If your child was born in 2025 make sure you say the child lived with you all year. The credit is a percentage of your expenses based on your AGI (the higher the income, the lower the percentage) You must provide the Social Security number for each child you are claiming, and the Social Security number or Tax ID for each care provider.
In the case of divorced or never-married parents—only the custodial parent can use the childcare credit.
And remember that the childcare credit is a NON-refundable credit. It can reduce your tax owed down to zero, but it is not added to your refund.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-dependent-care-credit/L8h8A5Klg_US_en_US?uid=m5yifys1
4 weeks ago
How can I transfer Turbo tax files from my computer that has windows 10 to my husband's computer that has windows 11?
4 weeks ago
@DianeW777 @DaveF1006 The facts laid out for me (residency for 183 days or more) are not my facts. Did you even read the posts above? I sure would appreciate some additional insights here.
4 weeks ago
1 Cheer
@skigem You have to go to the form view. Click on forms in the upper right corner. Next scroll down to the People Wks that has the exclamation point and click on it. In the main screen under the form...
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@skigem You have to go to the form view. Click on forms in the upper right corner. Next scroll down to the People Wks that has the exclamation point and click on it. In the main screen under the form, there will be a button that says 'Delete Form'. Click on that and delete the form. Now go back to Step-by-Step and go to federal review and see if the error is no longer there.
