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March 19, 2026
9:43 AM
I found my error. Thanks
March 19, 2026
9:43 AM
I'm working on a 1040x (amendment)
Topics:
March 19, 2026
9:42 AM
1 Cheer
So you are claiming credits? Which credits are you claiming? Make sure to answer all questions related to the credits especially during K-1 interview there may be more details like Line 20 of the ...
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So you are claiming credits? Which credits are you claiming? Make sure to answer all questions related to the credits especially during K-1 interview there may be more details like Line 20 of the k-1.
If the form was mistakenly triggered (e.g., via a K-1), you can delete it by going to Tools > Delete a form (online) or via Forms Mode (desktop).
What section of the form is showing an error? If it is the registration section, enter
"TMXXX99XXXXX" on Line 2a, this will allow you to e-file. Go under REVIEW forms to see errors which will be in pink.
If you do not have an investment credit but the form is being pulled into your tax return, please do the following to help resolve the issue.
Log back into your desktop program and select the Business tab, and then select Business Income and Expenses.
Scroll down to the section titled Less Common Business Situations.
Select update/start to the right of the section titled Business Credits.
On the next page, select update/start to the right of the section titled Investment credit.
On the page titled Investments credits, answer yes to the question asking if you want to take an investment credit for 2023.
Select Delete to the right of any investment credits listed.
Proceed through the screens and select Federal Review.
The error message should be gone and you should be able to file your return.
If your claiming the credit under 48C, 48C or under Section 48, you may need to file the new 7220 form by completing it on the IRS website and adding it as a PDF attachment.
@JCH10
March 19, 2026
9:42 AM
Hi my wife and I are resident not citizen.we filed jointly.my 2 kids are canadian.they are 4 and 2.and they live with us inn 2025.we went to tax assistance center and we send w7 with taxreturn d 224...
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Hi my wife and I are resident not citizen.we filed jointly.my 2 kids are canadian.they are 4 and 2.and they live with us inn 2025.we went to tax assistance center and we send w7 with taxreturn d 2241.we left ITIN and SSN blank but their name are in first page of tax return.and we received below.1)you did not include a completed and signed federal tax return with your application.2)you were not listed on an attached federal tax return, or3)you were listed as a dependent on an attached federal tax return but were not claimed for any allowable tax benefit.
March 19, 2026
9:41 AM
I am having an issue entering my difficulty of care payments. I believe this is a rounding issue. If I enter my W-2, exactly as it is shown, I get an error message when I go to do my federal review. ...
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I am having an issue entering my difficulty of care payments. I believe this is a rounding issue. If I enter my W-2, exactly as it is shown, I get an error message when I go to do my federal review. All of my non-taxable Medicaid waiver payments qualify as difficulty of care payments and I have that box checked. When I go to do the federal review, it says check this entry: Form W-2: difficulty of care payments included in box 1 should not be larger than the wage amount in box 1. The problem is, the W2 shows 5949.61, and turbo tax has rounded to 5950.00 No matter what I do it keeps circling back to review and fix it.
March 19, 2026
9:41 AM
My MN property tax form still needs to be filed online, but it won't bring it up to finish the process
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March 19, 2026
9:40 AM
I had left company and rolled over entire amt to my traditional Ira/retiremrnt; it’s showing messsge about NYS withholding scant be greater than gross dist amt which it is not
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March 19, 2026
9:40 AM
NY IT-196 issue: MFS mortgage interest capped at $375K (federal), not $500K NY limit. Deduction understated. Workaround?
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March 19, 2026
9:39 AM
I had most of my income fourth quarter and do not owe a penalty for first three quarters failure to pay quarterly tax
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March 19, 2026
9:39 AM
@DianeW777 Diane, I cannot thank you enough. Thank you thank you thank you! Thank you to everyone else as well who has helped. The conversations have been invaluable.
March 19, 2026
9:38 AM
If you are not able to start a return after product selection, try these:
Clear the cache and cookies from your computer:
How do I delete cookies
How to clear your cache
If these st...
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If you are not able to start a return after product selection, try these:
Clear the cache and cookies from your computer:
How do I delete cookies
How to clear your cache
If these steps fail, you may want to clear your return and start from the very beginning.
Click on the link below for instructions on how to clear and start over. Choose whether you are using the Online or Desktop version.
How do I clear and start over?
If the issue persists, reach out to Turbotax support for further assistance:
TurboTax Customer Service
March 19, 2026
9:36 AM
1 Cheer
This still doesn't work for me... You refer to the "Charitable Contributions Worksheet" and "Schedule A Worksheet," but forms with these exact names aren't in the list of forms for my return. I'...
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This still doesn't work for me... You refer to the "Charitable Contributions Worksheet" and "Schedule A Worksheet," but forms with these exact names aren't in the list of forms for my return. I've tried your process on the Charitable Contributions Summary and the Cash Contributions Worksheet and still find a grayed-out Sort Table after I open Edit tab. I've tried the process with the data sources for the information in the Gifts to Charity, lines 11, 12, and 14 of Schedule A. All roads lead to a grayed-out Sort Table. What am I missing?
March 19, 2026
9:35 AM
Yes. You will mark on the form in the personal info section that this person died prior to filing. Then all the information you enter will be information about them and from their tax forms. You w...
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Yes. You will mark on the form in the personal info section that this person died prior to filing. Then all the information you enter will be information about them and from their tax forms. You would not enter any of your personal financial information on the return.
Death in the Family
March 19, 2026
9:35 AM
Switch to Forms Mode:
In the top-left corner of your TurboTax window, click the Forms icon (it looks like a small piece of paper).
Alternatively, go to the top menu bar and select View >...
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Switch to Forms Mode:
In the top-left corner of your TurboTax window, click the Forms icon (it looks like a small piece of paper).
Alternatively, go to the top menu bar and select View > Go to Forms.
For EVs: Look for Form 8936 (Clean Vehicle Credit) or the Worksheet associated with it.
Select it and then select delete at the bottom of the form.
Confirm the deletion. This completely wipes that entry from the database, allowing you to start fresh in the Step-by-Step interview.
Return to the Interview.
Reenter the information.
March 19, 2026
9:34 AM
Your info was also spot on... my bad and screwed up on that citizen question. Now once I get the letter/info from the IRS that is supposed to get sent to me I'll have to do an amended return unless...
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Your info was also spot on... my bad and screwed up on that citizen question. Now once I get the letter/info from the IRS that is supposed to get sent to me I'll have to do an amended return unless they fix it for me. Thanks for your help.
March 19, 2026
9:34 AM
Yes, my SSN is correct at the top of Form 8995-A, in the format xxx-xx-xxxx However, below that in Part I, line1, column (d) it's in the second line and incorrectly rendered as xx-x-xx-xxx, which...
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Yes, my SSN is correct at the top of Form 8995-A, in the format xxx-xx-xxxx However, below that in Part I, line1, column (d) it's in the second line and incorrectly rendered as xx-x-xx-xxx, which is 8 digits instead of 9. I now see that I was supposed to fill out Schedule A (an amazingly complicated Form!) first, and that the error apparently originates there. Part 1, Line 1b, reads xx-x-xx-xxx, and again I can neither correct it nor find a Data Source for it. I'm in the income range where I'm supposed to fill out Schedule A; all the information in there was apparently filled by TTax, and it is correct except for Line 1b. Schedules B through D have no information entered. So I am still unable to correct that tax ID entry. Thanks again!
March 19, 2026
9:33 AM
Yes. It’s their return.
March 19, 2026
9:33 AM
I have itemized deductions which far exceed the standard deduction. Prior to the update on 3/19/2026, Turbotax Home and Business desktop for the Mac correctly moved the total itemized deductions as ...
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I have itemized deductions which far exceed the standard deduction. Prior to the update on 3/19/2026, Turbotax Home and Business desktop for the Mac correctly moved the total itemized deductions as shown on Schedule A to the 1040. However, after the update, while the Schedule A still shows the correct amount of total itemized deductions, the 1040 is only showing the standard deduction. The program will also not allow me to override line 12e on the 1040 to the amount that's on the Schedule A. I've reported this to Turbotax, but no answer so far. Anyone else experiencing this program error? As I said, this was working properly until this morning when the program update was applied.
Topics:
March 19, 2026
9:32 AM
1 Cheer
I've taken a look at the token that you provided. The $7900 recharacterization is not being reported as income on your original 1040, nor is it showing up as an increase to income on the 1040-X. Wo...
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I've taken a look at the token that you provided. The $7900 recharacterization is not being reported as income on your original 1040, nor is it showing up as an increase to income on the 1040-X. Worksheets in TurboTax are showing your contribution/recharacterization as being an $8000 Roth contribution for 2025. There is an increase of income of $1,022 on the 1040-X - in addition to adding the dividend income, did you also add a 1099-R in the amount of $1000 to your return? This looks to be what is causing the additional tax on your 1040-X and not the recharacterization. If you want to reply back and let us know what the 1099-R relates to and if it was added to your 1040-X - it is showing up in your entries as being fully taxable.
March 19, 2026
9:32 AM
You enter the actual date of payment.
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions an...
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You enter the actual date of payment.
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
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