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March 12, 2026
11:00 AM
might want to remove that answer then, its what shows up in all the search results and results in people wasting a whole lot of time for nothing.
March 12, 2026
10:59 AM
TurboTax can not import the PDF file format of your consolidated 1099 form. You have to wait until the CVS format is available. You can open and download the PDF format, but the CVS format may be del...
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TurboTax can not import the PDF file format of your consolidated 1099 form. You have to wait until the CVS format is available. You can open and download the PDF format, but the CVS format may be delayed.
March 12, 2026
10:59 AM
In my experience no no updates, forms, etc. are ever avaiklable on the date posted, or even the day after. I always wait a week or more after the posted date to try.
March 12, 2026
10:58 AM
@Sammytoone wrote:
so this answer at the top of this string no longer applies? its a bit ridiculous if not:
The TurboTax online editions can only be used for one tax return per account...
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@Sammytoone wrote:
so this answer at the top of this string no longer applies? its a bit ridiculous if not:
The TurboTax online editions can only be used for one tax return per account and User ID. If the account you are trying to access was used by someone else, you need to create a new account with a new User ID for yourself. You can use the same email address for up to 5 User ID's with the online editions.
That was how it worked for last tax season. Apparently TurboTax decided to change the rules and now requires a new email address for every new account.
March 12, 2026
10:57 AM
1 Cheer
Yes. Wait until your original return is completely processed and your payment is made. You will not need to amend your Illinois state return.
Because your Backdoor Roth conversion happened in F...
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Yes. Wait until your original return is completely processed and your payment is made. You will not need to amend your Illinois state return.
Because your Backdoor Roth conversion happened in February 2026, you will have a second step to complete when you file your 2026 taxes next year. In January 2027, Vanguard will send you a 1099-R for $7,491.02. You will pay taxes on the $491.02 gain on your 2026 return, but your $7,000 basis will remain tax-free thanks to the 2025 Form 8606 you are amending now.
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
March 12, 2026
10:56 AM
1 Cheer
Go through your itemized deductions again. After navigating, you should reach a page that says.
“Based on what you told us, the Standard Deduction is right for you.” or “Based on what you told ...
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Go through your itemized deductions again. After navigating, you should reach a page that says.
“Based on what you told us, the Standard Deduction is right for you.” or “Based on what you told us, Itemizing is right for you.”
On this page, you will see a link or button labeled. “Change my deduction.” This is the only place where TurboTax lets you override the automatic choice. Select it.
March 12, 2026
10:56 AM
so this answer at the top of this string no longer applies? its a bit ridiculous if not: The TurboTax online editions can only be used for one tax return per account and User ID. If the accou...
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so this answer at the top of this string no longer applies? its a bit ridiculous if not: The TurboTax online editions can only be used for one tax return per account and User ID. If the account you are trying to access was used by someone else, you need to create a new account with a new User ID for yourself. You can use the same email address for up to 5 User ID's with the online editions.
March 12, 2026
10:54 AM
1. Look in your taskbar at the bottom of your screen to see if another window has opened, then click on it. 2. Is your credit card on file with TurboTax? Did you use it to buy TurboTax? I don't ...
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1. Look in your taskbar at the bottom of your screen to see if another window has opened, then click on it. 2. Is your credit card on file with TurboTax? Did you use it to buy TurboTax? I don't know if this is necessary, but worth a try.
March 12, 2026
10:53 AM
@Sammytoone As stated in the answer to your issue, I posted that you have to enter a new email address when you create a new account.
March 12, 2026
10:53 AM
Clicking the link below will download the PDF for you. https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://files.spdrgoldshares.com/fsv2-archive/media/GLD/file/SPDR-Gold-Tru...
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Clicking the link below will download the PDF for you. https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://files.spdrgoldshares.com/fsv2-archive/media/GLD/file/SPDR-Gold-Trust-Tax-Information-2025.pdf&ved=2ahUKEwjgmP3N9pqTAxUNm2oFHQw1A1wQFnoECBgQAQ&usg=AOvVaw0eVL-hD06qDkEs_BuUcU20
March 12, 2026
10:53 AM
Yes. You need to delete everything in that k-1 section. Go to Tax Tools (left menu) > Tools > Delete a form. Find any form starting with "Schedule K-1" or "K-1 Worksheet" and delete it.
If the ...
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Yes. You need to delete everything in that k-1 section. Go to Tax Tools (left menu) > Tools > Delete a form. Find any form starting with "Schedule K-1" or "K-1 Worksheet" and delete it.
If the software still isn't happy, you may need to go through the k-1 section and make sure everything is no.
Once the federal side no longer holds the wrong business information, the state error will clear, since it can correctly import the correct information.
March 12, 2026
10:52 AM
1 Cheer
None of the suggestions works for me! Why don't you fix this crap? Just make the window larger in the vertical (height) setting!
March 12, 2026
10:52 AM
https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/
March 12, 2026
10:50 AM
Form 1116 is to calculate a foreign tax credit.
Single filers who paid $300 or less in foreign taxes, and
Married joint filers who paid $600 or less, can omit filing Form 1116.
If you ...
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Form 1116 is to calculate a foreign tax credit.
Single filers who paid $300 or less in foreign taxes, and
Married joint filers who paid $600 or less, can omit filing Form 1116.
If you paid above this threshold, you will have to file.
Using the form allows you to carry forward any unused credit balance.
You will lose this carryover tax break if you don't file the form..
March 12, 2026
10:50 AM
The code V is associated with qualified business income (QBI). That would likely mean the income reported in box 1 on your K-1 schedule is at least partially QBI income, but you may have to ask the i...
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The code V is associated with qualified business income (QBI). That would likely mean the income reported in box 1 on your K-1 schedule is at least partially QBI income, but you may have to ask the issuer of the K-1 schedule to be sure.
You should report the gross receipts (AC gross) if it is listed on your K-1 schedule, same for Excess business loss limitation (AJ). Can you clarify what you mean by aggregate deductions?
March 12, 2026
10:48 AM
I’m a bit confused if TurboTax has the option on “5 days early” and it doesn’t refund you in 5 days then what is the point & what is the point of you paying the fee then? Side note, my friend also ...
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I’m a bit confused if TurboTax has the option on “5 days early” and it doesn’t refund you in 5 days then what is the point & what is the point of you paying the fee then? Side note, my friend also filed the same day and paid the 5 days early fee and he already got his refund not even 3 days later.
March 12, 2026
10:48 AM
The posts mention a State Street's "SPDR-Gold-Trust-Tax-Information-2025.pdf" document but I can't find it. Can anyone tell me how to find it on the State Street web site?
March 12, 2026
10:48 AM
I will receive a 1099-R with Code R for the 2025 Recharacterization on 3/25/26 How do I report it on TurboTax? 1. Do I report the 1099-R for the recharacterization? Do I report that I contribute...
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I will receive a 1099-R with Code R for the 2025 Recharacterization on 3/25/26 How do I report it on TurboTax? 1. Do I report the 1099-R for the recharacterization? Do I report that I contributed $7,000 to a Roth IRA and recharacterize it as a Rollover IRA? I lost money, and the amount for 2025 = $6,907.68. How do I write the explanation statement? Would I write: 2025 Recharacterization amount = $6,907.68, 2025 Loss = $92.32 How do I see that it is a non-deductible contribution for 2025? What line and amount would it be on Form 8606? I would do the same steps for the 2026 Tax Year, too. 2. I plan to do a Backdoor Roth IRA conversion for all the money I have in Rollover IRA (all after-tax money contributions, non-deductible from 2025 and 2026 recharacterization) = $13,707.65 Pretax funds from the original rollover IRA account have been successfully transferred to my retirement 403b plan before my after-tax funds are added to the Rollover IRA account. The pro-rata rule would not apply to me for 2025 and 2026; is that correct? How do I make sure I am not being taxed on these after-tax non-deductible contributions? What amount/line on Form 8606? Would my basis (total after-tax contributions) be $14,000? I would have $292.35 in excess, so if I gain money from my Rollover IRA account through future year contributions, it would not be taxed until I meet the $292.35 threshold?
March 12, 2026
10:48 AM
Be aware that only retirement income provided by the denomination can be considered a non-taxable housing allowance. If you have a pension or 403b from the church and an IRA, only the pension from t...
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Be aware that only retirement income provided by the denomination can be considered a non-taxable housing allowance. If you have a pension or 403b from the church and an IRA, only the pension from the church is eligible to be treated as a housing allowance. And if you roll over that pension or 403b to an IRA, you lose that benefit forever.
March 12, 2026
10:47 AM
In my case line 19 calculates out to 0.00084343. TurboTax shows just 0.0008, which is over 5% less than it should be. It apparently uses this rounded or truncated number for the following steps. ...
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In my case line 19 calculates out to 0.00084343. TurboTax shows just 0.0008, which is over 5% less than it should be. It apparently uses this rounded or truncated number for the following steps. This causes line 21, the foreign tax credit, to be over 5% less than it should be. Can we get a fix or workaround?
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