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February 22, 2026
5:38 PM
Please use the instructions below, as some of the input areas have been updated:
Step 1: Enter the Non-Deductible Contribution to a Traditional IRA
Go to Deductions & Credits and scroll t...
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Please use the instructions below, as some of the input areas have been updated:
Step 1: Enter the Non-Deductible Contribution to a Traditional IRA
Go to Deductions & Credits and scroll to the Traditional and Roth IRA Contributions section. Click Start.
On the screen, Tell us about your IRAs, check the Traditional IRA box and select Continue.
After selecting that you contributed to a traditional IRA in 2025, you will be asked Is This a Repayment of a Retirement Distribution?, select No and select Continue.
Enter the amount contributed and select Continue..
You will be asked Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution? Select No and Continue.
Continue through the interview and answer the questions on the following screens.
You will arrive at a screen labeled [Your name’s] Traditional IRAs, with a box labeled Deductible contributions elected non-deductible.
Enter the amount you contributed.
Select Continue.
Note: If none of your contribution can be deducted, you'll see the message Based on what you've entered you don't qualify for an IRA deduction, and the full amount of your contribution will automatically be nondeductible.
Step 2: Enter the Conversion from a Traditional IRA to a Roth IRA
Go to Wages & Income.
Locate and select the Retirement Plans and Social Security section, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
Answer Yes to Did you get a 1099-R in 2025?
If you land on the screen Review your 1099-R info, select Add another 1099-R.
Select how you want to enter your 1099-R and follow the instructions.
Answer the questions on the following screens and continue through the return, until you reach Tell us if you moved the money through a rollover or conversion.
Select I converted some or all of it to a Roth IRA and Continue.
Next, select Yes, all of this money was converted to a Roth IRA.
To check the results of your backdoor Roth IRA conversion, see your Form 1040:
From the menu, select Tax Tools, then Tools (if you're currently using the TurboTax Mobile app, you'll need to sign in to the web browser version).
Select View Tax Summary.
From the menu on the left side of your screen, select Preview my 1040.
Your backdoor Roth IRA amount should be listed on Form 1040, Line 4a as IRA distributions.
Taxable amount on Form 1040, Line 4b should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, in which case the earnings would be taxable.
If you have a Schedule 1, then Schedule 1, Line 20, IRA deduction should be blank.
Select Back to return to where you left off in TurboTax.
February 22, 2026
5:37 PM
Thank you, you are right! I looked at the wrong row! How I wish the "expert" I talked to could tell me that right away when I called. Thanks again!
February 22, 2026
5:36 PM
I forwarded my file on Wednesday but haven't heard back. Can you please confirm receipt and you are working on a possible solution? Thanks.
February 22, 2026
5:36 PM
If you are getting a message regarding your marketplace insurance coverage and you don't have marketplace health insurance coverage, first make sure you answered "No" to the question "Do you need to ...
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If you are getting a message regarding your marketplace insurance coverage and you don't have marketplace health insurance coverage, first make sure you answered "No" to the question "Do you need to report any 1095-A's?"
You can get back to those screens in TurboTax to review them as follows:
Click on "Search" at the top left of your TurboTax screen.
Type "Form 1095-A" in the search box
Click on the link that says "Jump to Form 1095-A"
This will take you to the screen that says, "Do you need to report any Forms 1095-A's?"
Make sure this is answered "No"
You should also delete Form 1095-A if it is included in your tax return. You can do this as follows:
If you are using TurboTax Online:
In your left panel of your TurboTax screen click on "Tax Tools"
And then Click on "Tools"
Click on "Delete a Form"
Scroll through your list of Forms
Click the garbage can next to "Form 1095-A" if you have one listed.
If you are using TurboTax Desktop, you can:
Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode"
In your left panel scroll down and look for "Form 1095-A"
In your right panel at the bottom of Form 1095-A click on "Delete Form"
Click on "Yes" to confirm the deletion.
Form 8962 is for the Premium Tax Credit. You should also delete this Form if it is in your tax return. You can do this using the steps listed above. Just substitute Form 8962 in place of Form 1095-A.
You can speak to someone by contacting TurboTax Customer Service using this link: Turbo Tax Customer Service.
Click here for How Do I View and Delete Forms in TurboTax Online
Click here for "How to Delete Forms in TurboTax Desktop.
Please return to Community if you have any additional information or questions and we would be happy to help.
February 22, 2026
5:35 PM
You need to find out why your return is being rejected to find out a solution. To find out why the return was rejected:
Sign in to TurboTax
Select Fix my return to see your rejection cod...
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You need to find out why your return is being rejected to find out a solution. To find out why the return was rejected:
Sign in to TurboTax
Select Fix my return to see your rejection code and explanation
Select Fix it now and follow the instructions to update the info causing the reject
Once you've fixed the error, select File and follow the instructions to either e-file or file by mail
What does my rejected return code mean and how do I fix it?
February 22, 2026
5:35 PM
Topics:
February 22, 2026
5:34 PM
you may need this also... https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US
February 22, 2026
5:31 PM
Mac OS 13 support ended last Nov and if your HW is stuck on 13 and can't take a higher OS version then the HW is outdated also. Intuit does not support Turbotax on unsupported OS versions. https...
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Mac OS 13 support ended last Nov and if your HW is stuck on 13 and can't take a higher OS version then the HW is outdated also. Intuit does not support Turbotax on unsupported OS versions. https://support.apple.com/en-us/109033 If you don't plan to upgrade the HW and OS, your options are to use TT Online (not same experience as desktop - no forms mode, only 1 return per account, generally more expensive especially if you have multiple returns); or switch to HR Block which still supports earlier OS versions. https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-mojave-10-14-affect-turbotax/L1XeIVbOY_US_en_US
February 22, 2026
5:31 PM
desktop allows 5 federal filings. online only one. is this correct?
Topics:
February 22, 2026
5:31 PM
Can you clarify if you entered your Schedule C Self-employment information and expenses? If you just entered the 1099-NEC, you must go back and enter the business information and expenses. @Liz_Wil...
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Can you clarify if you entered your Schedule C Self-employment information and expenses? If you just entered the 1099-NEC, you must go back and enter the business information and expenses. @Liz_Wilson
February 22, 2026
5:30 PM
Topics:
February 22, 2026
5:27 PM
1 Cheer
Hi MonikaK1 or anyont at Turbotax - Update as of 2/22/26. Turbotax has still not fixed their software error. When inputting the valuation method for a stock donation, Turbotax defaults to “Comparati...
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Hi MonikaK1 or anyont at Turbotax - Update as of 2/22/26. Turbotax has still not fixed their software error. When inputting the valuation method for a stock donation, Turbotax defaults to “Comparative Sales”. I have to do an override on the Contribution Worksheet to reflect “Average Share Price” as the valuation method for stock donations (which is the IRS recommended valuation method for publicly traded stock donations). This results in an error message. Today I tried, but I could not e-file with this so-called “error”. To e-file, I would have to cancel my override and file my return with an incorrect valuation method. Any filer using Turbotax that has a stock donation will be forced to file with an incorrect valuation method unless Turbotax corrects their error. Is Turbotax going to fix this software error? This is very frustrating.
February 22, 2026
5:27 PM
@ThomasM125 is correct. The statement at the top of Schedule 1 specifically refers to proceeds reported on an IRS form 1099-K.
You have reported personal items sold at a gain on IRS form 8949 ...
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@ThomasM125 is correct. The statement at the top of Schedule 1 specifically refers to proceeds reported on an IRS form 1099-K.
You have reported personal items sold at a gain on IRS form 8949 and Schedule D. You may report the personal items sold at a loss on IRS form 8949 and Schedule D but the loss cannot cancel out any gain on the sale of another item. See TurboTax Help here.
Or you may choose not to report the personal item loss which would report $0 gain or loss.
@jcakes09
February 22, 2026
5:26 PM
1 Cheer
You are in the right spot! Do you see any yellow highlighted areas on the actual form? The no button at the top doesn’t work. Do you see the little yes/no boxes on the left side of the actual works...
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You are in the right spot! Do you see any yellow highlighted areas on the actual form? The no button at the top doesn’t work. Do you see the little yes/no boxes on the left side of the actual worksheet? Click in the no box! Keep scrolling that little section, and you have to click in each no box all the way down. Mine had 100 per page! Then do it to all of your worksheets. It is frustrating and time consuming! But it works.
February 22, 2026
5:25 PM
To obtain your IL-PIN, visit the Illinois Department of Revenue link IL-PIN Inquiry.
February 22, 2026
5:24 PM
This return cannot be filed at this time due to a processing error that will be corrected on February 27, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the...
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This return cannot be filed at this time due to a processing error that will be corrected on February 27, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
@AMPCA02
February 22, 2026
5:24 PM
2 Cheers
In this case using the category "Other (not classified)" would be a more appropriate entry. FAMLI is not a tax. It's a premium and it is not tax deductible, even if you itemize your deductions.
...
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In this case using the category "Other (not classified)" would be a more appropriate entry. FAMLI is not a tax. It's a premium and it is not tax deductible, even if you itemize your deductions.
FAMLI on a Colorado tax return refers to the Family and Medical Leave Insurance program. This program is a state-run paid leave program that started in 2024.
This program is funded by premiums that are deducted from employee paychecks, which are often shown in Box 14 of a Form W-2. These premiums are generally tax-exempt for Colorado state income tax purposes.
February 22, 2026
5:23 PM
If you ended up getting all the way thru paying for Online then that is generally not refundable, see article below (and if you need to dispute anything no one here can solve billing issues - call Tu...
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If you ended up getting all the way thru paying for Online then that is generally not refundable, see article below (and if you need to dispute anything no one here can solve billing issues - call Turbotax and say "billing" as reason for the call). Online only allows 1 return per account, you have to set up additional accounts (up to 5 per email address I think) to prepare and file other returns using Online - and pay for those separately, unless they qualify for free edition. Desktop does not have this limit on returns you can prepare (with up to 5 e-files). https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US
February 22, 2026
5:22 PM
1 Cheer
Since there are the two beneficiaries, you will want to file the 1041 and report the income you indicated. If it is the final 1041, you will be able to use the capital losses reported as discussed a...
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Since there are the two beneficiaries, you will want to file the 1041 and report the income you indicated. If it is the final 1041, you will be able to use the capital losses reported as discussed above. @vyshen18
February 22, 2026
5:20 PM
If you are operating a farm as a business, you should enter your income and expenses on Schedule F and can enter the property taxes there.
If you have property with trees but are not operating ...
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If you are operating a farm as a business, you should enter your income and expenses on Schedule F and can enter the property taxes there.
If you have property with trees but are not operating it as a business, then you can enter your property taxes on Schedule A along with any other real property.
See this TurboTax tips article for more information about Schedule F.
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