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February 28, 2026
10:09 AM
2 Cheers
Same issue here in my post: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/fed-and-state-filing-rejected-due-to-form-5695/00/3805944 Wild that they (TT) allow you to file kno...
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Same issue here in my post: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/fed-and-state-filing-rejected-due-to-form-5695/00/3805944 Wild that they (TT) allow you to file knowing good and well its going to get rejected with a known TT issue with the 5695 form.
February 28, 2026
10:08 AM
Can I claim the interest paid next year when filing a 2026 return?
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February 28, 2026
10:08 AM
And....you say that you have applied for SSI and Social Security disability benefits---you do not say that you are receiving those benefits. So there would be nothing to enter on a 2025 tax return ...
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And....you say that you have applied for SSI and Social Security disability benefits---you do not say that you are receiving those benefits. So there would be nothing to enter on a 2025 tax return about that at all. When and if you receive SSI or Social Security disability, SSI is not entered on a tax return at all; Social Security disability benefits will be reported on a SSA1099 every year in January and you can enter that on a tax return. But if SSI and/or SSA1099 is your only income, you do not have to file a tax return unless you have a 1095A for marketplace health insurance. If you receive Social Security disability and have other kinds of income in addition, like income from a job, investment income, etc etc. you may have to file and the SS could be taxable.
February 28, 2026
10:07 AM
The FreeTaxUSA tax software seems to calculate this appropriately
February 28, 2026
10:07 AM
The banking information would be in the File section of the program on Step 2 when using the online editons
February 28, 2026
10:07 AM
At last, an answer that worked! I posted this question a month ago and received the answer that I was just SOL with the online edition, and that only the desktop edition allowed seeing/printing work...
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At last, an answer that worked! I posted this question a month ago and received the answer that I was just SOL with the online edition, and that only the desktop edition allowed seeing/printing worksheets, which I knew was incorrect. Thank you...
February 28, 2026
10:06 AM
No, that does not.
Permanently and totally disabled. A person is permanently and totally disabled if, at any time in 2025, the person can’t engage in any substantial gainful activity because of...
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No, that does not.
Permanently and totally disabled. A person is permanently and totally disabled if, at any time in 2025, the person can’t engage in any substantial gainful activity because of a physical or mental condition and a doctor has determined that this condition has lasted or can be expected to last continuously for at least a year or can be expected to lead to death
February 28, 2026
10:05 AM
Applying for disability or receiving or not receiving disability, does not determine whether you are permanently disabled. However, if you have a Dr's statement saying that you are permanently and t...
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Applying for disability or receiving or not receiving disability, does not determine whether you are permanently disabled. However, if you have a Dr's statement saying that you are permanently and totally disabled, then you would be considered permanently and totally disabled by IRS guidelines.
Permanent and Total Disability
You are permanently and totally disabled if both 1 and 2 below apply.
You can’t engage in any substantial gainful activity because of a physical or mental condition.
A qualified physician determines that the condition has lasted or can be expected to last continuously for at least a year or can be expected to result in death. See Physician’s Statement, later.
February 28, 2026
10:04 AM
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February 28, 2026
10:03 AM
My employer is unsure if we qualify. I am essentially treated as hourly and earn overtime at the usual time-and-a-half rate.
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February 28, 2026
10:03 AM
Yes, you will be able to file both. The form 1040-X is available and the California (CA) amendment is ready also (see link provided by @JohnB5677). It's posted here for your convenience.
TurboT...
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Yes, you will be able to file both. The form 1040-X is available and the California (CA) amendment is ready also (see link provided by @JohnB5677). It's posted here for your convenience.
TurboTax provides a list of Tax form availability for individual Federal and State returns forms that are being revised. California (CA) Schedule X is available as well.
@roschi73
February 28, 2026
10:03 AM
For disabled adults:
There is an extra amount added to your standard deduction if you are legally blind. Your federal return does not provide any other credits or deductions for saying you ar...
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For disabled adults:
There is an extra amount added to your standard deduction if you are legally blind. Your federal return does not provide any other credits or deductions for saying you are disabled, with one possible exception.
There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.
ELDERLY OR DISABLED CREDIT https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled
There are some states that provide various credits to elderly/disabled folks, so watch for that when you prepare your state return. The states that I know of that have anything for elderly/disabled are AZ, CT, DE, IA, MO, ND, NJ, NY, VE. There may be others.
February 28, 2026
10:01 AM
If the software is not allowing the boxes to be blank and is requiring an amount, but the boxes on your original Form 1099-NEC are blank, first, ensure that those boxes are blank and do not have any ...
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If the software is not allowing the boxes to be blank and is requiring an amount, but the boxes on your original Form 1099-NEC are blank, first, ensure that those boxes are blank and do not have any autofilled zeros.
If you still receive an error message after clearing any autofilled zeros, then try inputting 0 as the amount, or 0.00.
Taking the above steps should clear the error message requiring an entry in Boxes 5, or 6.
February 28, 2026
10:01 AM
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February 28, 2026
10:01 AM
Did you choose to pay your TurboTax fees by having the fees deducted from your federal refund instead of paying upfront with your own credit or debit card? If you made that choice, then your refund...
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Did you choose to pay your TurboTax fees by having the fees deducted from your federal refund instead of paying upfront with your own credit or debit card? If you made that choice, then your refund goes first to the third party bank. That bank takes out your fees, pays TT for you, keeps the $40 ($45 in CA) refund processing fee for itself, and sends the rest of the refund to your account.
Santa Barbara Tax Products Group, LLC (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.
You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com
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
What is Refund Processing Service?
February 28, 2026
10:00 AM
Line 5 of 1040-X does appear to be doing the math correctly. Turbotax is not subtracting line 4b (Enhanced Deduction for Seniors) from line 3. I am using Turbotax Deluxe Desktop for 2025.
February 28, 2026
10:00 AM
DECLARACIÓN ERRONEA
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February 28, 2026
10:00 AM
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February 28, 2026
10:00 AM
I purchased SPDR Gold Trust Shares in 2025 but did not sell any of the shares during the year. There are no transactions being reported on the 1099-B section of the Consolidated 1099, but there are...
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I purchased SPDR Gold Trust Shares in 2025 but did not sell any of the shares during the year. There are no transactions being reported on the 1099-B section of the Consolidated 1099, but there are monthly factors and amounts shown in the information section of the 1099 labelled "Commodity Trust WHFIT Information". It's unclear to me what these amounts mean. Are they gains from selling gold inside the trust to pay expenses and therefore taxable gains? Are they the actual expenses borne by me as the investor which are not currently deductible?. Or are they amounts that I should reduce my basis in the gold trust shares when or if I ever sell some or all of my holdings? Any assistance is greatly appreciated.
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