All Posts
- « Previous
- Next »
February 22, 2026
11:56 AM
You have to amend 2023 and 2024 tax return to add Form 5329 and include 2025 Form 5329 with your current tax return. @will-schachterle
February 22, 2026
11:56 AM
1 Cheer
We are unable to reproduce this experience in TurboTax Business. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue. You can send us a “diagnostic” file that has y...
See more...
We are unable to reproduce this experience in TurboTax Business. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:
Open your return and go to Online in the top menu, then choose "Send Tax File to Agent."
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.
We will attempt to determine the cause of your experience and possibly provide you with a resolution.
February 22, 2026
11:54 AM
How to find turbo account on turbo..
Saved not showing on turbo..
Topics:
February 22, 2026
11:54 AM
You will still have to pay the 6% penalty on your 2025 return since the excess wasn't removed by December 31, 2025.
Since you withdrew the 2023 excess Roth IRA contribution in 2026 you should h...
See more...
You will still have to pay the 6% penalty on your 2025 return since the excess wasn't removed by December 31, 2025.
Since you withdrew the 2023 excess Roth IRA contribution in 2026 you should have made a regular distribution without earnings. You will get Form 2026 Form 1099-R with code J (if under 59 1/2) and this will be reported next year on your 2026 tax return. This entry will resolve the excess contribution on the 2026 Form 5329.
@JPiLLa
February 22, 2026
11:54 AM
Try clearing cache and deleting cookies.
Then go back to the 1099-SA entry screen and click on Add.
February 22, 2026
11:54 AM
I've tried for several days to pay the $25 CREDIT CARD Efile fee for my daughter's Wisconsin return, WITH NO SUCCESS. When I fill out the cardholder information page, which comes first, the progr...
See more...
I've tried for several days to pay the $25 CREDIT CARD Efile fee for my daughter's Wisconsin return, WITH NO SUCCESS. When I fill out the cardholder information page, which comes first, the program freezes on that page rather than allowing me to proceed on to the card information page and then the end. HELP !!!!!!!!!!!
February 22, 2026
11:54 AM
Credit Karma has a specific process for members who can't log in and can't use their old phone number. Go to the Credit Karma "No Access" page. Look for the option to "Change my email address" Do...
See more...
Credit Karma has a specific process for members who can't log in and can't use their old phone number. Go to the Credit Karma "No Access" page. Look for the option to "Change my email address" Do NOT choose the "Create a new account" option If that doesn't help contact member support for help.
February 22, 2026
11:53 AM
From the lock icon in the left of the url,S Set local network access to Ask, then to Allow. Nothing happens in both settings. Not working. Browser used is Microsoft Edge
February 22, 2026
11:53 AM
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new...
See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
February 22, 2026
11:53 AM
Try closing and re-starting your computer to clear any background installation issues.
February 22, 2026
11:52 AM
The best place to confirm the status of your tax return is the IRS website Where’s My Refund .
We can not see your tax return, so we can't tell if it was done correctly or not.
February 22, 2026
11:52 AM
If you are a non-married couple who live together with your child, then only one of you can claim the child(ren) and the one not claiming the child does not enter anything at all on their tax return ...
See more...
If you are a non-married couple who live together with your child, then only one of you can claim the child(ren) and the one not claiming the child does not enter anything at all on their tax return about the child. The “sharing” of child-related credits you may have heard about is only possible between divorced or never married parents who live apart and share custody and who have a written agreement to share the credits. The child’s SSN can only be entered on one tax return. Any other return with the child’s SSN on it will be rejected. If you are a family, then work out how to share the refund between yourselves.
If you need to amend a past year return:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
February 22, 2026
11:52 AM
1 Cheer
My understanding is that you made a $5,800 excess Roth IRA contribution in 2020 that went unresolved until 2022 when you receive a distribution of the $5,800 excess (information from another of your ...
See more...
My understanding is that you made a $5,800 excess Roth IRA contribution in 2020 that went unresolved until 2022 when you receive a distribution of the $5,800 excess (information from another of your questions). There was no recharacterization of this Roth IRA contribution. Given that you made no traditional IRA contributions for 2020 and no IRA distributions in 2020, there is no reason for your 2020 tax return to include a Form 8606 at all. The only thing that should be present is a Form 5329 Part IV reporting the $5,800 excess Roth IRA contribution, resulting in a $580 penalty.
February 22, 2026
11:52 AM
If you received a Form 1099-G for a refund you received in 2025 for your 2024 tax return, when you enter the form you enter 2024 as the tax year. It was an over-payment of 2024 state tax.
February 22, 2026
11:51 AM
Topics:
February 22, 2026
11:51 AM
Newborn and stillborn tax credit; establishes a refundable income tax credit
Topics:
February 22, 2026
11:51 AM
Esto depende en si fue un techo que ahorra energia.
Si fue techo para conservar energia, se puede poner en "Deducciones y creditos", buscando a, "Mejoras de eficiencia energetica en el hogar"
...
See more...
Esto depende en si fue un techo que ahorra energia.
Si fue techo para conservar energia, se puede poner en "Deducciones y creditos", buscando a, "Mejoras de eficiencia energetica en el hogar"
Alli puedes indicar que reempazaste su techo con un techo con materiales de eficiencia energetica, si ese es el caso
Si no fue el caso, entonces, no se puede declarar ese gasto.
Pero, si detallan sus deducciones de impuestos, los propietarios de viviendas pueden obtener una deducción de los intereses hipotecarios y los puntos pagados este año.
Tambien pueden obtener una deduccion de los impuestos sobre la propiedad o bienes raíces.
Los gastos de reemplazar su techo, si no fue de tipo energetico, se puede recuperar cuando vayas a vender su hogar en el futuro, asi que mantenga los documentos para usar despues.
February 22, 2026
11:51 AM
To be able to claim the solar energy tax credit, the system would have needed to be installed and "placed in service" by December 31, 2025. If not, you will not qualify for the credit. Here's a hel...
See more...
To be able to claim the solar energy tax credit, the system would have needed to be installed and "placed in service" by December 31, 2025. If not, you will not qualify for the credit. Here's a helpful link that gives more information about the solar energy tax credit; Federal Tax Credit for Residential Solar Energy
February 22, 2026
11:49 AM
@Garykl You needed to say Yes to the follow-up question if box 2a has a value in it..(not zero, not blank) ____________________________________ Unfortunately, the question in the interview is ...
See more...
@Garykl You needed to say Yes to the follow-up question if box 2a has a value in it..(not zero, not blank) ____________________________________ Unfortunately, the question in the interview is misleading for your situation... If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES). Answering YES will use the box 2a $$ amount on your for 1040. Check lines 5a and 5b before and after entering that CSA-1099-R. (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though) ______________________________
February 22, 2026
11:49 AM
No.... This happens for me for the desktop version for downloading North Carolina state too. I can't finish my return. Bait & switch; Intuit is making it impossible to file also because of "hitting...
See more...
No.... This happens for me for the desktop version for downloading North Carolina state too. I can't finish my return. Bait & switch; Intuit is making it impossible to file also because of "hitting a snag." I've gone on my Intuit account to insure there's a credit card. I completely removed and reinstalled program. I've removed credit card an put in anew. I called support. After over an hour and multiple "hold pleases", I was told "just wait." It's now been weeks and NO SOLUTION !
- « Previous
- Next »