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March 6, 2026
4:55 AM
Are you using TurboTax Desktop or Online? It may help to restart the desktop app, or clear cache and cookies and restart your device if you're using online. See this article for a step-by-step list:...
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Are you using TurboTax Desktop or Online? It may help to restart the desktop app, or clear cache and cookies and restart your device if you're using online. See this article for a step-by-step list: How do I file my return by mail?
March 6, 2026
4:54 AM
When I do that, it will not allow me to e-file my state return..
March 6, 2026
4:54 AM
I didn’t want to wait for an update from the IRS nor Turbotax. I deleted the form, then rewalked through the questions. That worked and I was able to refile.
March 6, 2026
4:49 AM
If you received even one paycheck in 2025 while still in WV, that would be WV source income. That is the income that is taxable to WV.
The rest of the income, if you received it while a reside...
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If you received even one paycheck in 2025 while still in WV, that would be WV source income. That is the income that is taxable to WV.
The rest of the income, if you received it while a resident of AZ would be AZ source income.
Your unemployment would also be AZ source income since you received it while a resident of AZ and I am assuming it came from the state of AZ?
You would be considered a Part year resident of both WV and AZ. Since your employer only withheld taxes for WV, you will likely have to pay in to AZ, but you should get a refund of your overpayment to WV when you enter the full amount withheld and allocate the actual amount earned.
AZ does NOT tax unemployment benefits. However, the federal government does.
March 6, 2026
4:46 AM
Q. Is employer assistance already in the 1098-T in box 1?
A. No. No scholarship or employer assistance amounts are shown in box 1. Box 1 is the amount of tuition and fees that were actually paid, r...
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Q. Is employer assistance already in the 1098-T in box 1?
A. No. No scholarship or employer assistance amounts are shown in box 1. Box 1 is the amount of tuition and fees that were actually paid, regardless of the source of the money.
Box 5 should also not include employer assistance, it is for scholarships. But, it is not uncommon for schools to include employer assistance, in box 5, when the employer sends the money directly to the school. You have to determine that.
By law your employer can only give you $5250 maximum, tax free. If you got more than $5250, the amount above $5250 is usually already included in box 1 of your w-2 and you do not need to enter any additional income on your tax return.
But, since you have paid tax on that part, it is considered your after tax money and that amount can be used to claim the tuition credit. For tax purposes, it’s not really reimbursement, it’s your money.
Q. What do I put for the employer assistance question in TurboTax.
A. The tax free $5250, unless it's already in box 5 of the 1098-T. If any of the $13,483 taxable assistance (I assume your total assistance was $18,733) is included in box 5, you need to remove it when you enter the 1098-T.
March 6, 2026
4:45 AM
1 Cheer
Thanks for your response. My problem was caused by a "serious" overestimation of my AGI. After considerable research, I found the complete formula for estimating AGI. Once I understood, the proble...
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Thanks for your response. My problem was caused by a "serious" overestimation of my AGI. After considerable research, I found the complete formula for estimating AGI. Once I understood, the problem went away. It would be helpful if that formula (spreadsheet) was available to everyone on social security.
March 6, 2026
4:37 AM
Hi: Same here. After amending prior year non deductible IRA as I missed form 8606 in 2024. So I amended it with TT rep's help yesterday. Consequently, I have form 8606 correctly in 2024 amended ret...
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Hi: Same here. After amending prior year non deductible IRA as I missed form 8606 in 2024. So I amended it with TT rep's help yesterday. Consequently, I have form 8606 correctly in 2024 amended return. However, TT shows "Print and mail the documents to government to complete the amendment" I clicked on the print icon but it shows error in the next window? Now I merged the 2025 return with that 2024 amended return, it does not seem the 2024 amended data was incorporated and the 2025 form 8606 is not completed ie line 6 and 7 has nothing? Please help. Appreciate.
March 6, 2026
4:22 AM
I am assuming you mean your refund is not being held due to not filing 2023? Did you have income in 2023? If so, the IRS will keep your refund to apply it to your past due taxes. If you had income...
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I am assuming you mean your refund is not being held due to not filing 2023? Did you have income in 2023? If so, the IRS will keep your refund to apply it to your past due taxes. If you had income in 2023 from an employer or that was reported on a 1099, the IRS would have received this and would have in a way filed a return for you. They would have calculated what you owed and then any refunds that come from other tax years, would be applied to the back taxes.
If you need to file a 2023 return, you can download the TurboTax desktop program. You will need to print and mail your return as e-filing is closed for prior years.
March 6, 2026
4:18 AM
Thanks; I had tried all of those and nothing had worked. Will try one more time I guess.
March 6, 2026
4:17 AM
The state and federal tax filling has been accepted and federal has been paid, but not the state. Makes me question if I did something wrong.
Topics:
March 6, 2026
4:16 AM
1 Cheer
Please forward this email to security@intuit.com For more see the Intuit site: https://security.intuit.com/contact-us
March 6, 2026
4:11 AM
Dear Steam Team, Yep. I moved from NJ to NC, but I my employer's W-2 lists full year NJ income, but not NC. (Sigh...) I suppose I can request a revised W-2c, but I was hoping that I could all...
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Dear Steam Team, Yep. I moved from NJ to NC, but I my employer's W-2 lists full year NJ income, but not NC. (Sigh...) I suppose I can request a revised W-2c, but I was hoping that I could allocate the NJ/NC amounts in TurboTax. Instead, TurboTax always puts the full-year amount in the NC allocation. There is no provision to allocate W-2 income in the NC forms. (In comparison, I can allocate the NJ income and TurboTax recognizes my allocation (5/12 in NJ and 7/12 in NC). Why doesn't TurboTax fix their NC form to allow users to designate their PY allocation? -Mike
March 6, 2026
4:10 AM
I have complex trades on my Charles Schwa accounts and was encountering auto-fill issue using the Online TurboTax for over a month now. After trying everything suggested by Charles Schwab and TurboTa...
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I have complex trades on my Charles Schwa accounts and was encountering auto-fill issue using the Online TurboTax for over a month now. After trying everything suggested by Charles Schwab and TurboTax (including using different web browsers on both my McBook and ThinkPad, clearing cache, waiting for revised 1099 forms, etc.), I finally tried to connect Turbotax and Charles Schwab via my iPhone instead, still hoping that the different iOS might work - and it did! Not sure why the iOS on iPhone works and not on my relatively new McBook - oh well. Hope this maneuver can help someone.
March 6, 2026
4:08 AM
Why didn't they? Do they qualify? Did you add them to your return? If so, why do you say they didn't? Are they students?
March 6, 2026
4:06 AM
After trying everything suggested by Charles Schwab and TurboTax (including using different web browsers on both my McBook and ThinkPad, clearing cookies, etc.), I finally tried to connect Turbotax a...
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After trying everything suggested by Charles Schwab and TurboTax (including using different web browsers on both my McBook and ThinkPad, clearing cookies, etc.), I finally tried to connect Turbotax and Charles Schwab via my iPhone instead, still hoping that the different iOS might work - and it did! Not sure why the iOS on iPhone works and not on my relatively new McBook - oh well. Hope this maneuver can help someone.
March 6, 2026
4:02 AM
I receive a scholarship from a foreign university as compensation for working in a research laboratory. Do I need to report this as foreign income?
March 6, 2026
3:59 AM
Sheesh !! Now that's strange.
March 6, 2026
3:59 AM
make sure you've followed all the steps here. https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US If you conv...
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make sure you've followed all the steps here. https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US If you converted to Roth then after the 1099-R input there are a series of questions you need to answer to identity the distribution as a Roth conversion. You've answered the IRA contribution and if there is no question about electing the contribution as deductible, then it's assumed to be non-deductible. Then check Form 8606 to see what is going on - should see Line 1 $7000, Line 2 $1979, Line 8 $7000 and the tax calculation on lines 9-12 etc. I see you have a $1979 basis in the IRA, but $0 market value is this correct - I think this means you would have had some losses in the past? If you have multiple IRAs the MV question applies across all Trad IRAa (not Roth) not just the account in which the backdoor Roth was done. Turbotax implies you need Form 5498 for this question but you should get the MV from your year-end brokerage statements per guidance from IRS on Form 8606 Line 6. https://www.irs.gov/pub/irs-pdf/i8606.pdf
March 6, 2026
3:59 AM
That's the stupidest thing you people can do total idiots look at the account number it's a new account number look at both the financial institute names account number this is ridiculous if you don...
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That's the stupidest thing you people can do total idiots look at the account number it's a new account number look at both the financial institute names account number this is ridiculous if you don't fix it I'm not going to use your program next year and I think 3/4 of the people that have those problems got to do the same does it anybody at TurboTax or anybody very did they notice this problem earlier I can't believe how Erica the company appears to be
March 6, 2026
3:54 AM
I understand the law. What I don’t understand is why Turbo Tax will allow entries that violate that law without warning the filer (me). I’ve found that Turbo Tax doesn’t automatically create a Form ...
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I understand the law. What I don’t understand is why Turbo Tax will allow entries that violate that law without warning the filer (me). I’ve found that Turbo Tax doesn’t automatically create a Form 8606 each year when my prior year forms are in the system. The 8696!is the key to maintaining an accurate account of your basis.
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