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February 23, 2026
8:11 AM
I CANT EVEN ENTER BOX 3 BECAUSE IT DOESNT EVEN SHOW UP TO ENTER IT AS AN OPTION IN 2021 SO WHAT DO I DO
February 23, 2026
8:09 AM
Hopefully you only have a few 1099's...
February 23, 2026
8:08 AM
What state are you trying to file? Have you tried using a different browser?
February 23, 2026
8:08 AM
On your tax return did you enter any Qualified Dividends or Capital Gains? If so, the IRS tax tables are not used. What is used is the Qualified Dividends and Capital Gain Worksheet as shown on the...
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On your tax return did you enter any Qualified Dividends or Capital Gains? If so, the IRS tax tables are not used. What is used is the Qualified Dividends and Capital Gain Worksheet as shown on the Form 1040 Instructions page 38 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=38
February 23, 2026
8:08 AM
Well some howTurboTax program thinks I had PPP loans. I Have never had a PPP loan and it won’t let me progress Beyond that point, until I select which year 2020 or 2021 I had these loans. When I c...
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Well some howTurboTax program thinks I had PPP loans. I Have never had a PPP loan and it won’t let me progress Beyond that point, until I select which year 2020 or 2021 I had these loans. When I checked with your help button The response was select either year and place .01 in the Amount section. When I did this the program allowed me To progress with the balance of my federal taxes. However When the program performed a review the program called for A fix on PPP loans wanting further info I.e. dates when loans Were forgiven. Of course since I had no PPP loans I am stuck With no where to go! I have been using TurboTax for 23 years now and this is the Most frustrating issue I have ever come across! I can’t Finish my taxes until this is fixed! Otherwise I have to go Elsewhere to have a tax service finish my taxes! Look forward to your response! Regards Gene
February 23, 2026
8:07 AM
Go back to the drop down menu you get in Turbo Tax when you select the option to import data. In the past, the correct selection was Wells Fargo Advisors, but that choice is not presented, instead T...
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Go back to the drop down menu you get in Turbo Tax when you select the option to import data. In the past, the correct selection was Wells Fargo Advisors, but that choice is not presented, instead TT offered something like "Wells Fargo" and "Wells Fargo Clearing House". The clearing house selection worked for me. The other one must refer to Wells Fargo Bank or something else. Anyway, you have to go back to the menu that the TT software offers. I hadn't heard of Clearing House either, but it is apparently what I am in. Follow the other info on this thread: make Chrome the default, sign in, give approval on the permission pop up, get the "success" salutation, search/scroll on the browser page to find the 1099's to be imported and the "import" button.
February 23, 2026
8:07 AM
From the developer: "....there was no general import function (TXF or otherwise) AND no way to import any "supporting documentation" at all. Had that last option been available, we could have su...
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From the developer: "....there was no general import function (TXF or otherwise) AND no way to import any "supporting documentation" at all. Had that last option been available, we could have supported TT Online this year, but alas, no."
February 23, 2026
8:06 AM
Follow these steps to add Form 8862 to your taxes:
Sign in to your TurboTax account and click Continue your return.
Click Search in the upper right-hand corner and search for 8862.
Sel...
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Follow these steps to add Form 8862 to your taxes:
Sign in to your TurboTax account and click Continue your return.
Click Search in the upper right-hand corner and search for 8862.
Select the first result: Jump to 8862.
Now you are at the beginning of the Earned Income Credit.
Continue on the first two screens and stop when you see Do any of these uncommon situations apply?
Check the box that says, I got an IRS notice saying that I can only claim the Earned Income Credit if I file an 8862 and Continue.
Select Done, but hang on, there are a few more steps to go.
Answer the question about your IRS notice.
February 23, 2026
8:06 AM
Form 5329 has been available for some time. Could you give us the exact message?
Also your daughter over contributed to her HSA "last year". Which year was that? 2024? 2025? Remember that we ne...
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Form 5329 has been available for some time. Could you give us the exact message?
Also your daughter over contributed to her HSA "last year". Which year was that? 2024? 2025? Remember that we need to know which tax year - right now in 2026, we are working on tax year 2025.
Also also, what platform are you using? Online? Desktop/Windows? Desktop/Mac?
February 23, 2026
8:06 AM
I was able to clear the error by doing the following steps. It says entry should be blank, but I had entered (0) zero. You have to backspace over the zero and make it BLANK. I just filed my return ...
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I was able to clear the error by doing the following steps. It says entry should be blank, but I had entered (0) zero. You have to backspace over the zero and make it BLANK. I just filed my return no problem
February 23, 2026
8:05 AM
The loss may be reflected on a trust K-1 schedule if the house was sold while in the possession of the trust, but the deductibility of the loss would depend on the tax laws regarding that. The lo...
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The loss may be reflected on a trust K-1 schedule if the house was sold while in the possession of the trust, but the deductibility of the loss would depend on the tax laws regarding that. The loss would only be deductible if the house is considered an investment or business property. If it is considered a personal asset the loss would not be deductible. To be an investment property, no personal use of the property after it was inherited would be permitted. The only activity allowed would be preparing the house for sale. Also, since the house was sold just a few months after it was acquired, care has to be taken to make sure it was valued properly, since it was sold for less than it was valued at. The IRS may argue that the valuation was incorrect since it went down so fast after you acquired it, based on the actual sale price. You can learn more in this IRS article. [Edited 2/24/26 at 11:32 AM PST] @vyshen18
February 23, 2026
8:05 AM
Your Missouri refund is probably non-taxable because of the SALT Cap last year. If your total state taxes paid exceeded the deduction limit ($10,000), the refund you received really never gave you a...
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Your Missouri refund is probably non-taxable because of the SALT Cap last year. If your total state taxes paid exceeded the deduction limit ($10,000), the refund you received really never gave you a benefit last year.
See: Do I need to report the state or local refund I got last year? Is it taxable? for more information.
February 23, 2026
8:05 AM
I wanted my NJ part year resident tax refund directly deposited, but Turbo Tax is saying this is not an option for Part year residents even though I am electroncally filing. I researched NJ informati...
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I wanted my NJ part year resident tax refund directly deposited, but Turbo Tax is saying this is not an option for Part year residents even though I am electroncally filing. I researched NJ information and see nothing preventing refund from a direct deposit. Is this a bug, or do I have to get a paper check refund
February 23, 2026
8:04 AM
No. The 2025 TurboTax desktop editions for Windows will only install on a Windows 11 personal computer.
February 23, 2026
8:04 AM
On Line 15 Form 1040 it says I have $34,137 in taxable income but on Line 16 Tax it says $0. This is clearly incorrect. IRS Tax table calculates at $3618. "Override" is greyed out, so how do I overri...
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On Line 15 Form 1040 it says I have $34,137 in taxable income but on Line 16 Tax it says $0. This is clearly incorrect. IRS Tax table calculates at $3618. "Override" is greyed out, so how do I override "Override"? No, I don't have any tax credits, or other offsets. And it does say there is S-E tax due which IS correct (but that's it). Is this a bug which an update should fix soon? I am FULLY up to date
Topics:
February 23, 2026
8:03 AM
Topics:
February 23, 2026
8:03 AM
I had a self-only HDHP in all 2024, but only two months in 2025, because I was laid off from my job in February. I was then added to my husband's Family HDHP (joining him and our children). Then he wa...
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I had a self-only HDHP in all 2024, but only two months in 2025, because I was laid off from my job in February. I was then added to my husband's Family HDHP (joining him and our children). Then he was laid off from his job in August. We had our HDHP via Cobra until October when we attempted to find a new, less expensive plan via the healthcare marketplace (since we were both unemployed at the time). Only to learn that I was ineligible for a marketplace plan, and me and my children were pushed over to our state's Medicaid program. My husband was able to get a plan through the marketplace.
I'm entering all of our HSA info for 2025, but TurboTax is showing that my 2024 HSA contributions have to reported as income since I wasn't covered by an HDHP all of 2025. But for the aforementioned reasons, this doesn't seem right. The only exceptions it seems to deem allowable are death or disability...nothing about job loss.
Is there a different way I need to approach this?
Topics:
February 23, 2026
8:03 AM
We are having the same issue with the software. I think it is a bug.
February 23, 2026
8:03 AM
When you click on Form and supporting details, then select the form you want to print and then click on Preview Print Copy, what is shown in the PDF viewer? One page or multiple pages?
February 23, 2026
8:03 AM
The K-12 instructional materials and supplies credit is available for Illinois educators who work as a teacher, instructor, counselor, principal, or aide in either a public or non-public school in Il...
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The K-12 instructional materials and supplies credit is available for Illinois educators who work as a teacher, instructor, counselor, principal, or aide in either a public or non-public school in Illinois for at least 900 hours during a school year.
The credit is for up to $500 ($1,000 if married filing jointly) for out-of-pocket expenses paid in connection with books, supplies, etc. used in a Kindergarten through 12th grade classroom.
To enter the credit in TurboTax, go to the Illinois tax return and to Credits & Taxes>K-12 Instructional materials and supplies
See this article from the Illinois Dept. of Revenue for more information on the credit.
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