All Posts

You should have received a 1099-R from PA for your retirement.  You will enter this in the federal section under retirement income.  To do this select the following: Federal  Income Retirement Plans and Social security IRA, 401k, Pension Plan Withdrawals, (1099-R) continue through the steps to enter your 1099R Then if this is an eligible plan in PA (such as your pension after reaching retirement age), as you walk through the PA questions you will need to look for the spot that asks about your plan and if it applies select "I'm eligible: Plans eligible"  This will remove it from PA taxable income.  As PA does not tax certain eligible retirement benefits.    If you are not eligible and the plan is not eligible, then you would select the appropriate answer that applies to your situation. 

During November 2025, I purchased from Costco's online store:   TurboTax Deluxe 2025 Federal E-File + State Download for Win11/Mac14, + $10 Credit In-Product                                   Now, can someone please tell me how to purchase eFiling for Illinois? Thank you.   - nello 

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

The IRS instructions say to leave the 1099-S off your return, file by mail, and attach a copy of the 1099-S and a letter of explanation.  But this means you can't e-file.   To e-file, you would have to either (a) leave the 1099-S off, and wait for the IRS to probably send you a letter, or (b) add the 1099-S and report the value and selling price the same so it nets out to zero (but this might still lead to a letter).    Whatever letter of explanation you eventually send, should explain the circumstances and include your father's name and address, because the IRS is going to want to see the full income on his return instead of half. 

Quel avertissement recevez-vous pour votre CELIAPP? Les avertissements peuvent être ignorés mais pas les erreurs.    Plusieurs personnes sont dans cette situation, malheureusement. Pour commencer, il faut vérifier si vous utiliser des formulaires qui sont encore verrouillés en attente de finalisation et validation. Voici la liste: Quels formulaires d’impôt sont verrouillés?   Si ceci ne vous concerne pas, merci de patienter pendant que l'équipe technique trouve le problème et la solution. Je vous garde au courant car votre message a été placé en signet.    Merci   

Form 8995 is generated automatically in TurboTax upon entering qualified business income, such as Schedule C, E, or K-1, rather than being filled out directly. Users can verify that the form was generated by accessing "Forms" (Desktop) or "Tax Tools" > "Tools" > "View Tax Summary" (Online).    Check your entries for the K-1 and any other business schedules to confirm that your answers to the questions did not include anything that would exclude you from the Qualified Business Income Deduction. The entries for the business forms have follow-up questions that help determine whether the QBI Deduction applies.   Some other users have found that clicking the QuickZoom at the top of the QBI Deduction Summary worksheet for Form 8995 caused the form to populate, or that viewing the form in Forms Mode caused it to populate. The information on the actual form may explain why it's not included.    You can use Form 8995 if your 2025 total taxable income (before the qualified business income deduction) is less than $197,300 ($394,600 for joint filers) and you're not a patron of an agricultural or horticultural cooperative. Otherwise, you’ll use the longer Form 8995-A.    See this tax tips article for more information about Form 8995.   @user17720403316 

Maybe, it depends on a couple things. Can you tell me how old your daughter was on Dec 31, 2025?  She only has to attend school for part of at least 5 months during the year so if she had classes from May 30-Sept 1, that counts as 5 months and makes her a full-time student.  Did she get a 1098-T from the school and does she have tuition paid in box 1 that is more than any scholarships or grants listed in box 5? And finally, is your income on your return over $180,000?   Once I have that information, I can advise you better.

We're working hard to finalize all tax forms to meet Canada Revenue Agency (CRA) and Revenu Québec (RQ) requirements. Some of these forms aren’t ready yet in TurboTax. https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/tax-return/turbotax-say-forms-locked-finalized/L9h4thZZJ_CA_en_CA Once the forms are complete, you will receive an email by March 5th advising that they are ready for filing. We appreciate your patience as we work to finalize these forms.   Thank you for choosing TurboTax.

Plusieurs personnes sont dans cette situation, malheureusement. Pour commencer, il faut vérifier si vous utiliser des formulaires qui sont encore verrouillés en attente de finalisation et validation. Voici la liste: Quels formulaires d’impôt sont verrouillés?   Si ceci ne vous concerne pas, merci de patienter pendant que l'équipe technique trouve le problème et la solution. Je vous garde au courant puisque vous êtes dans mes messages privés.    Merci de choisir TurboImpôt  

The instruction to write NRA in the space for the SSN is an older instruction.  With the re-design of form 1040, the current instruction is to write "NRA" in the space for the spouse's name, and leave the spouse's SSN spot blank.         The IRS does allow e-filing in this situation but Turbotax might not be programmed to allow it, I haven't tested this year. 

Thank you for respond. Does this mean: 1.  To amend my 2024 return I would have to wait until after the taxes are filed for 2025? I am using desktop application so the clearing of the cookies/cache does not apply. 2. By the same token, should we not be able to file Amendment for 2022 Tax return? I am not able to do the same on the desktop versionof the software. 

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X. Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf

The retirement income should have been reported to you on a Form 1099-R.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue