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February 23, 2026
6:12 PM
Turbo Tax 2025 is pretty much the same every year so if it's "different" then you've probably gotten mixed up between Desktop version and the Online version. Desktop has menu bar for Wages & Income ...
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Turbo Tax 2025 is pretty much the same every year so if it's "different" then you've probably gotten mixed up between Desktop version and the Online version. Desktop has menu bar for Wages & Income etc along the top of the screen. Online is launched from your browser and has menu bar down the left side of the screen. All of the "Sign in to Turbotax" buttons that litter the Intuit site will try to take you to Online version. Online has no Forms mode, you can only prepare 1 return per account, and is generally more expensive than Desktop, especially if you prepare multiple returns. To get the Desktop version installed on your machine you need Win 11 or Mac OS 14 or above, see https://turbotax.intuit.com/personal-taxes/cd-download/ https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/ But note you can get better discounts at Amazon etc, see https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/obtain-authentic-turbotax-programs/L1yYfitCw_US_en_US?uid=mikq6w51
February 23, 2026
6:12 PM
Yes, IVF, fertility treatments, and medications generally qualify as deductible medical expenses at both the federal and state levels in Wisconsin.
You can deduct unreimbursed medical expenses,...
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Yes, IVF, fertility treatments, and medications generally qualify as deductible medical expenses at both the federal and state levels in Wisconsin.
You can deduct unreimbursed medical expenses, including procedures like in vitro fertilization, prescription fertility drugs, etc. that are used to treat the medical condition of infertility.
These expenses are deductible only to the extent that your total qualified medical costs exceed 7.5% of your Adjusted Gross Income, and you must itemize your deductions on Schedule A rather than taking the standard deduction to claim them.
February 23, 2026
6:11 PM
Please assist with fixing the error Reject Code
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February 23, 2026
6:08 PM
@LindaS5247 When you go to the availability link, it shows it's already available for E-File and Print, so it's not accurate. Will that be updated with a real date soon? Also, the IRS finalized t...
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@LindaS5247 When you go to the availability link, it shows it's already available for E-File and Print, so it's not accurate. Will that be updated with a real date soon? Also, the IRS finalized the form in December. H&R Block already has it finalized in their software. Edit: I am using TurboTax Desktop and have run all updates. The form can be entered and generated. But I'm blocked from actually filing - it shows up as an error saying the form's not ready even though I was able to generate it.
February 23, 2026
6:06 PM
On line 14, I entered the tax rate (2.2%) and the amount paid and got the error. HOWEVER, I deleted the 2.2 and then the form was OK with having the unemployment contribution in the second field of l...
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On line 14, I entered the tax rate (2.2%) and the amount paid and got the error. HOWEVER, I deleted the 2.2 and then the form was OK with having the unemployment contribution in the second field of line 14, no error. Odd.
February 23, 2026
6:06 PM
You can't simply assume 100% of the bond income is from foreign sources, you will have to do some research to determine that percentage. That may entail asking for help from your broker. You mention ...
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You can't simply assume 100% of the bond income is from foreign sources, you will have to do some research to determine that percentage. That may entail asking for help from your broker. You mention that the fund is a foreign bond fund, that may mean that it only invests in foreign bonds, so if you can verify that then 100% of the income would be foreign.
For the stocks, you may have to look at each fund and use the percentage of foreign income reported and multiply that by the income from the fund to determine the foreign income for that fund. Do that for each fund to determine the total foreign income reported, then back into a percentage to enter in TurboTax to arrive at the correct foreign income reported. Again, since it is a foreign stock fund, if you can verify that the investments are all in foreign securities, then the percentage would be 100%.
The amount of foreign tax credit you qualify for is dependent on how much of your income is from foreign sources. Your foreign income will be divided by your total income to determine what percentage of your income tax is from foreign sources. Your foreign tax credit allowable each year cannot be more than that amount, your tax associated with your foreign income. That is why you have to allow TurboTax to know how much of your income from the funds is from foreign sources.
February 23, 2026
6:05 PM
1 Cheer
It's a bit confusing in your comments in both threads whether/when you reported the 1099-R for the $6490 and what is on line 8 of your 8606's for 2023 and 2024 and as you're not mentioning that line;...
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It's a bit confusing in your comments in both threads whether/when you reported the 1099-R for the $6490 and what is on line 8 of your 8606's for 2023 and 2024 and as you're not mentioning that line; here's the other thread for ref... https://ttlc.intuit.com/community/taxes/discussion/re-roth-ira-conversion-got-taxed-again/01/3797137#M1412245 refer to the 1099-R (distribution/conversion) and 5498 (contribution) forms which should confirm for you in which tax year to report which piece. in the other thread you list 2023 8606 Line 13 as $6490 which implies you may have entered the conversion for 2023 without the 1099-R, tho don't mention line 8. You should end up with $6490 on Line 14 and that will carry over to 2024 8606 Line 2. I'm not a CPA but I think if you don't have any changes on 1040 then you don't need to amend the return and can just send in the 8606 to record the correct basis; but for 2023 it depends what you reported on 1040 Lines 4a/4b and 8606 Line 8.
February 23, 2026
6:04 PM
How did you calculate the interests earned from the excess contribution? Does "expert assist" option helps you with the calculation?
February 23, 2026
6:04 PM
You can add it by entering a 1099-T or by going through the Education section in TurboTax. TurboTax will automatically generate Form 8863-Education Credits when you claim education credits. Search...
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You can add it by entering a 1099-T or by going through the Education section in TurboTax. TurboTax will automatically generate Form 8863-Education Credits when you claim education credits. Search for education and use the Jump to education link to be taken to the Education section.
February 23, 2026
6:04 PM
If you are getting an invalid address error during your payment in TurboTax you can try the steps below to resolve it. Verify that your Billing Address for your credit card that you used on your ...
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If you are getting an invalid address error during your payment in TurboTax you can try the steps below to resolve it. Verify that your Billing Address for your credit card that you used on your payment screen exactly matches your address (including capitalization and abbreviations) that your financial institution has on file. Make sure that your address that you are using in the payment screen matches your address (including capitalization and abbreviations) in your "My Info" section of TurboTax. You may also try these troubleshooting fixes that can fix this issue: Sometimes simply signing out and signing back into your TurboTax account can clear this. Clear your cache and delete your cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Also try a different web browser, such as Google Chrome or Firefox. And try using incognito mode (private browsing). You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service. Please return to Community if you have any additional information or questions and we would be happy to help.
February 23, 2026
6:03 PM
HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzad...
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HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady
WHY DO I HAVE TO PAY? I WANT THE FREE EDITION
The information that you can enter in Free Edition is pretty limited now. Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.
TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Remove Premium Services
Remove MAX Defend & Restore
Remove a state
Remove PLUS Help & Support
Remove Pay With Your Refund
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
February 23, 2026
6:03 PM
Not sure if state dependent, I live in Wisconsin.
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February 23, 2026
6:02 PM
When entering the traditional IRA contribution, make sure that you do not indicate that you recharacterized, or "switched" the contribution to be a Roth IRA contribution. A a Roth IRA conversion is ...
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When entering the traditional IRA contribution, make sure that you do not indicate that you recharacterized, or "switched" the contribution to be a Roth IRA contribution. A a Roth IRA conversion is not a recharacterization.
February 23, 2026
6:02 PM
Since 2019, there is no federal penalty for not having health insurance. Simply answer "No" when the program asks if you had health insurance. However, some States may charge you a penalty if yo...
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Since 2019, there is no federal penalty for not having health insurance. Simply answer "No" when the program asks if you had health insurance. However, some States may charge you a penalty if you did not have health insurance... unless you qualify for an exemption: States that may charge a penalty include: California Massachusetts New Jersey Rhode Island District of Columbia (D.C.) If you live in any other state, there is no penalty at all. The program will automatically guide you through a list of exemptions (so any State penalty may be waived) such as: Your income was below a certain level. Insurance was considered "unaffordable" (usually more than ~8% of your income). You had a short coverage gap (usually 3 months or less). You experienced a hardship (homelessness, eviction, death of a family member, etc.).
February 23, 2026
6:02 PM
https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free Fi...
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https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
February 23, 2026
6:01 PM
last year i could start my return with previous years data
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February 23, 2026
6:01 PM
I just have a question. If I include my information from my Schedule K1 (form 1120-S) using Turbo Tax in the section- under Wages and Income -Schedule K1 box 2 do I also have to report this same ...
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I just have a question. If I include my information from my Schedule K1 (form 1120-S) using Turbo Tax in the section- under Wages and Income -Schedule K1 box 2 do I also have to report this same information again in the Schedule E section? I receive rental income every month from a commercial real estate property that we lease. I am a 50% ownership s corporation shareholder. My question is should I also report this same information again on the Schedule E section? Do I need to touch the Schedule E section at all?
February 23, 2026
5:59 PM
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February 23, 2026
5:59 PM
New car loan interest is entered in the Deductions and Credits Section. You will see it on Schedule 1a and will end up on Form 1040, line 13.
To enter your car loan interest:
Go to Deducti...
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New car loan interest is entered in the Deductions and Credits Section. You will see it on Schedule 1a and will end up on Form 1040, line 13.
To enter your car loan interest:
Go to Deductions & Credits
Add more deductions
Cars and Other things you own
Car loan interest.
For more information, refer to the TurboTax article What is the vehicle loan interest deduction?, and What is IRS Schedule 1-A: New 2025 Form for Additional Deductions Explained
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