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February 22, 2026
7:58 AM
When you entered your own information into MY INFO you were asked if you supported anyone else---that was where you had the chance to enter a dependent. Click your name in MY INFO and go through the...
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When you entered your own information into MY INFO you were asked if you supported anyone else---that was where you had the chance to enter a dependent. Click your name in MY INFO and go through the interview questions again--slowly and carefully.
February 22, 2026
7:56 AM
See this for contacting a tax expert - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US
February 22, 2026
7:56 AM
Topics:
February 22, 2026
7:56 AM
LIVE ASSISTED
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm
FULL SERVICE
https://turbotax.intuit.com/personal-taxes/online/live/full-service/
Or….Pos...
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LIVE ASSISTED
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm
FULL SERVICE
https://turbotax.intuit.com/personal-taxes/online/live/full-service/
Or….Post clearly worded, very specific complete questions here in the user forum. We cannot see your screen or your tax return.
February 22, 2026
7:56 AM
What do I need to do if I have any underpayment of RMD?
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February 22, 2026
7:55 AM
Do I need to report that a 401k distribution was a rollover to a traditional IRA?
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February 22, 2026
7:55 AM
I would like to finish my tax filing
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February 22, 2026
7:55 AM
If my pension 1099R is considered an RMD, then how is that gross value used for the traditional IRA totals for the year end calculation using the age factor for the following year's RMD total.
February 22, 2026
7:55 AM
If your refund has not yet shown in your bank account, you should ask your bank if it is pending. Some banks take longer to post transactions. One to five days is a general rule of thumb for how lon...
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If your refund has not yet shown in your bank account, you should ask your bank if it is pending. Some banks take longer to post transactions. One to five days is a general rule of thumb for how long it takes to process a deposit, but your refund may still be in transit. Also, your bank may handle tax refunds differently than other deposits, so that may add additional time for your deposit to show. Generally, the date the IRS provides is an expected date for your refund. This date is generally the date that the IRS has sent your refund to your bank, not an actual deposit date. The actual deposit date depends on your bank’s processing times. If you used the pay with refund service, your refund will go to that bank first to process and then it will go to your bank for processing the deposit, which will add some time for your refund to appear. If you have already contacted your financial institution and you do not have your deposit in two weeks, you will need to file a Form 3911, Taxpayer Statement Regarding Refund PDF to initiate a trace. This will allows the IRS to contact the bank on your behalf to try to recover your refund. If for some reason your direct deposit was not able to be processed successfully, your refund will come by paper check, which takes longer. Click here for "How to Track an Income Tax Refund" Click here for Why it may take longer than 21 days for some taxpayers to receive their federal refund. Click here for Form 3911 Please return To Community if you have any additional information or questions and we would be happy to help.
February 22, 2026
7:55 AM
@cheltman Not aware that there is supposed to be one. Are you sure the "X" isn't supposed to be a simple click you make in the IRA/SEP/SIMPLE box close to the box 7 codes...but not really a ...
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@cheltman Not aware that there is supposed to be one. Are you sure the "X" isn't supposed to be a simple click you make in the IRA/SEP/SIMPLE box close to the box 7 codes...but not really a part of box 7?
February 22, 2026
7:54 AM
Could you break that down into a bit more detail. When I start TTax, it automagically starts doing my federal return and asks me to upload pictures of each W2. Where is it that I tell it to do NJ fir...
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Could you break that down into a bit more detail. When I start TTax, it automagically starts doing my federal return and asks me to upload pictures of each W2. Where is it that I tell it to do NJ first, then NY, and…then(?) the federal return? Or what? How do I navigate the software?
February 22, 2026
7:54 AM
Topics:
February 22, 2026
7:54 AM
Because the IRS does not have a code X for entry in box 7 of a Form 1099-R. The X you are referring to probably is for indicating the distribution was from a IRA/SEP/SIMPLE account.
February 22, 2026
7:50 AM
box seven is missing the letter x for the distribution codes?
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February 22, 2026
7:50 AM
To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mo...
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To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mortgage Interest, Refinancing, and Insurance, click on the start or update button If paid directly On Property Taxes, click on the start or update button
February 22, 2026
7:49 AM
1 Cheer
Instead of amending your 2024 return to include Form 8606, you should file the Form 8606 on its own to report the basis from the 2024 non-deductible contributions. You will need to complete this for...
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Instead of amending your 2024 return to include Form 8606, you should file the Form 8606 on its own to report the basis from the 2024 non-deductible contributions. You will need to complete this form on your own rather than through TurboTax.
There is further information about this in the following TurboTax help article. Scroll to the bottom of the document to find the section If your conversion contains contributions made in 2025 for 2024 for guidance. There is also a link to a blank Form 8606 you can use.
How do I enter a backdoor Roth IRA conversion? @user17717116761
February 22, 2026
7:48 AM
I have some follow up questions. You mention TurboTax online premium can upload the form. I'm not using this. I'm using the Windows Desktop version of TurboTax Deluxe. Is the desktop program una...
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I have some follow up questions. You mention TurboTax online premium can upload the form. I'm not using this. I'm using the Windows Desktop version of TurboTax Deluxe. Is the desktop program unable to do this? I don't have many transactions listed on the 1099-DA form. The reason I used the sales section totals method is threefold: Firstly, the number of units I enter for the assets I sold gets automatically rounded down to zero when I attempt to enter them, and then I get an error saying the number of units must be greater than zero. I can round to 0.0001, but that number is wrong, it should be 0.00000872. I don't want to enter an incorrect number of units sold. The 1099-DA form lists "Various" for the acquisition dates for some lines. Whenever I type in "Various" into the Date Acquired Box 1d, it just resets to blank. Does TurboTax does not support this? The 1099-DA form already aggregated all of my stablecoin transactions, because I had hundreds of them. Please see my post here. Am I still expected to list each of these one-by-one, even when the 1099-DA form does not? Would you please address question 1, and then all three sub-bullets of question 2 directly? I'm just trying to understand if I really need to mail it or not. Given question two subquestions 1 and 2, I'm assuming I will.
February 22, 2026
7:48 AM
1 Cheer
Thank you. This worked for me.
February 22, 2026
7:47 AM
If this is about a fee owed to TurboTax I suggest you contact out Customer Service Department at How do I contact TurboTax?
If this is about an amount you owe to the IRS or State, you will have...
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If this is about a fee owed to TurboTax I suggest you contact out Customer Service Department at How do I contact TurboTax?
If this is about an amount you owe to the IRS or State, you will have to give us more details to clarify the issue.
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