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February 27, 2026
9:33 AM
I am unable to modify the expiration month for a new credit card as well. Turbo Tax Deluxe Desktop, desktop computer with mouse, no touchscreen. I tried both of the suggested workarounds, (scroll onl...
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I am unable to modify the expiration month for a new credit card as well. Turbo Tax Deluxe Desktop, desktop computer with mouse, no touchscreen. I tried both of the suggested workarounds, (scroll only then hit enter & tab to month and enter 2 digit number) and neither worked. Please help.
February 27, 2026
9:31 AM
1 Cheer
There are lots of complaints on the BBB website. People say they've been using TurboTax for years but are now losing confidence in them because of programming errors, etc.
February 27, 2026
9:30 AM
LIQUIDATION DISTRIBUTIONS
Liquidation distributions, reported on Form 1099-DIV, are distributed when a corporation in which you own stock is going through a partial or complete liquidation. They ma...
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LIQUIDATION DISTRIBUTIONS
Liquidation distributions, reported on Form 1099-DIV, are distributed when a corporation in which you own stock is going through a partial or complete liquidation. They may be received in the form of cash or noncash. An amount designated as a cash or noncash distribution is often not taxable, but is a reduction of your basis in the stock.
So when you dispose of the stock, your basis for figuring gain or loss is reduced by the amount in this box. (It will result in a larger gain or a smaller loss when you dispose of the stock.)
However, if the basis of your stock is already zero, or is less than the amount shown in this box, the amount is taxable and you need to report the amount that exceeds the basis in your stock as either a long-term or a short-term capital gain.
If this liquidation is a final distribution from the company, you need to report a sale of the stock on Schedule D/ Form 8949
you can even skip entering the 1099 if that's the only line with an amount. TurboTax does not use it, it does not appear on Schedule B. The info is not transmitted as part of your e-file
Form 8949 is the proper place to report it
February 27, 2026
9:29 AM
Do I need to mail in a copy of my competed 2025 1040x I completed on Turbo Tax? I see one of the sheets on Turbo Tax has instructions for "mail in instructions," but I e-filed them on Turbo Tax.
February 27, 2026
9:29 AM
@skaufmann , going back to our discussion re: Schedule-SE.
While working on another 1116 issue, I came across Schedule-2 for 2025 and there is a box to check if you live/ earn in a foreign country ...
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@skaufmann , going back to our discussion re: Schedule-SE.
While working on another 1116 issue, I came across Schedule-2 for 2025 and there is a box to check if you live/ earn in a foreign country with totalization agreement. Turbo does have that box ( but I have not had a chance to test this yet ). The instructions for Schedule-2 says ---
"If you are a U.S. citizen or resident alien living outside the United States and your self-employment income is exempt from self-employment tax, you should get a statement from the appropriate agency of the foreign country verifying that your self-employment income is subject to social security in that country. Attach a copy of the statement, check box 3, and enter “EAS” on the entry space next to box 3."
Ref : 2025 Instruction 1040 -- page 112
Hope this helps
February 27, 2026
9:28 AM
1 Cheer
I have found it that whether you select Yes or No on Enabling Property, TurboTax does not actually check the Yes or No box on the return itself for 25a-e. You can check this yourself on the Download...
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I have found it that whether you select Yes or No on Enabling Property, TurboTax does not actually check the Yes or No box on the return itself for 25a-e. You can check this yourself on the Download/Print Return (PDF) option. No idea when they will actually fix the glitch. I spend a couple hours on this and another glitch with an agent the other day.
February 27, 2026
9:28 AM
I ended up calling the DOR number. They are pretty quick to answer and very helpful. I resubmitted my Wisconsin taxes at 7:50 AM this morning (2/27/2026) and received a notice that the taxes wer...
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I ended up calling the DOR number. They are pretty quick to answer and very helpful. I resubmitted my Wisconsin taxes at 7:50 AM this morning (2/27/2026) and received a notice that the taxes were accepted at 10:37AM this morning. I went to my TurboTax application and did a "Check e-file Status" and I have a message that now shows the taxes are accepted by the state. So I think this should be working for people with retirement income. I see "mikobr" also was able to get his taxes submitted last night so that is all good information to have. While I am happy this problem appears to be resolved, it leaves me little comfort that I received such a runaround and outright falsehoods as to whose problem this was, along with no acknowledgement as to what really went wrong as they missed multiple promised target dates to get this resolved. I will keep this in mind when purchasing the 2026 tax year. My taxes are not that complicated but what a basic tax preparation application would work. TaxAct is looking better to me all the time 🙂 I appreciate all of the interaction and updates on this string with people stating their problems. I was able to put the argument forward that this was not just me having the problem when TurboTax support implied that it was not a big deal. It shut down their argument quite quickly.
February 27, 2026
9:27 AM
Example: one of our Ohio businesses is jointly owned 50%-50% and each spouse/owner made $756.
Topics:
February 27, 2026
9:27 AM
Turbotax Deluxe for desktop (windows) will not accept entries for medical expenses. The fields will not budge from "$0" I want to itemize deductions.
February 27, 2026
9:27 AM
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
February 27, 2026
9:27 AM
I am the court-appointed representative for mom's estate. I also have a death certificate. Can't figure out how to fill out Form 1310. Since I am not filing an amended return or a Form 834 (since I ...
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I am the court-appointed representative for mom's estate. I also have a death certificate. Can't figure out how to fill out Form 1310. Since I am not filing an amended return or a Form 834 (since I am filing for income tax, but what this form??) then I guess that I should check Line C "person other than A or B" in Part I. The Turbo Tax interview screen asks if I have death certificate. Which I do. On 2A when asked if a court has appointed a personal representative -- I say "yes" because the court has done so. However, this creates a problem with Turbo Tax. I get an error screen that says "2A No must be no when valid proof of death is in possession." Can someone help me understand this? Turbo Tax has a problem with me saying that I am a personal representative and at the same time, in possession of a death certificate.
February 27, 2026
9:27 AM
1 Cheer
Yep. I used the online version, vs the desktop version, and I was able to enter room & board and other expenses earlier this week. So it is now fixed, atleast for the online version.
February 27, 2026
9:27 AM
@amvb005 it sounds like you're using the software for turbotax. So it might have had an early update pushed for the 1040X. Trying to use the website to process the return shows that it's unavaila...
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@amvb005 it sounds like you're using the software for turbotax. So it might have had an early update pushed for the 1040X. Trying to use the website to process the return shows that it's unavailable. Looking again at https://form-status.app.intuit.com/tax-forms-availability/formsavailability it shows the 1040X will be available tomorrow on 02/28
February 27, 2026
9:26 AM
1 Yes, you can take a tier 3 deduction prorated. Mi has an either/or system. Here are the MI retirement instructions for your age.
2. You do need to get back to that question and make sure standard...
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1 Yes, you can take a tier 3 deduction prorated. Mi has an either/or system. Here are the MI retirement instructions for your age.
2. You do need to get back to that question and make sure standard deduction is selected for your pension since you can't claim pension and tier 3. Possible options:
If you can delete MI and start again, that would alleviate the issue.
Otherwise, stepping through the state again.
Finally, you may need to remove the 1099-R in federal go through the MI state section. Close return and log out. Then add it back in federal and try MI with a fresh start.
February 27, 2026
9:26 AM
One point of clarification. I did not purchase the stock originally. It was a Restricted Stock Award granted to me by the parent company of the company for which I am employed. I have never gotten a ...
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One point of clarification. I did not purchase the stock originally. It was a Restricted Stock Award granted to me by the parent company of the company for which I am employed. I have never gotten a w-2 from the parent company, only from one of the companies under it's umbrella. Does this make a difference in how it should be reported? Thanks
February 27, 2026
9:25 AM
What do I do? Has it filed or not?
Topics:
February 27, 2026
9:24 AM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-f...
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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...
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...
February 27, 2026
9:24 AM
hi there! Despite various attempts I'm unable to delete the wrong state (Illinois) from the 2025 desktop premier version. Because of this TurboTax wants to charge me $40 dollars to file and finish ...
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hi there! Despite various attempts I'm unable to delete the wrong state (Illinois) from the 2025 desktop premier version. Because of this TurboTax wants to charge me $40 dollars to file and finish the correct state (California) when the software came with one free state return. I might have registered the wrong state while exploring whether or not to file a tax return for a family member who lives in Illinois and this, inadvertently might have registered the wrong state for which a tex return will not be filed in 2025. Than you!
February 27, 2026
9:24 AM
Click on My Info on the left side of the online program screen. Edit your spouse information.
On the screen Tell us a bit more about (Spouse Name) check the box (Spouse name) has passed away and t...
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Click on My Info on the left side of the online program screen. Edit your spouse information.
On the screen Tell us a bit more about (Spouse Name) check the box (Spouse name) has passed away and then enter the date of passing.
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