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March 18, 2026
5:37 PM
You should select "I'm eligible, plan's eligible (No PA tax)".
March 18, 2026
5:37 PM
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March 18, 2026
5:36 PM
If your refund was accepted but not received after 30 days, it often means your refund is still being processed. The IRS issues most refunds in less than 21 days, but some refunds take longer due to ...
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If your refund was accepted but not received after 30 days, it often means your refund is still being processed. The IRS issues most refunds in less than 21 days, but some refunds take longer due to factors like identity verification, errors, or credits claimed on your return (such as the Earned Income Credit or Additional Child Tax Credit).
In your case, it sounds like a banking issue. Usually approved refunds run into direct deposit issues and that'll cause the delay. You will likely receive an IRS CP53E Notice. This notice is sent when the bank account you provided for your tax refund is unable to process your refund. The IRS uses this notice to request updated banking information from you. What to do if you receive a CP53E notice: 1. Read the notice carefully to understand the request. 2. Provide current and valid banking information to the IRS as instructed. 3. If you've moved since filing, ensure your address is accurate since the notice is sent to the address on file. If you made an error entering your bank account on your tax return, you might see this notice.
March 18, 2026
5:35 PM
1 Cheer
On Form 1040-SR, the checkbox near the dependents section (line 6d area) is only marked if you have qualifying dependents listed, not just based on filing status or living separately. So if no depen...
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On Form 1040-SR, the checkbox near the dependents section (line 6d area) is only marked if you have qualifying dependents listed, not just based on filing status or living separately. So if no dependents were entered, TurboTax is correctly leaving that unchecked
March 18, 2026
5:35 PM
I am retired, works a small job and receives a w-2 from my employer where taxes are deducted. Can I make a IRA contribution for me to reduce my taxes this year.
March 18, 2026
5:35 PM
Not as income but as it pertains to the American Opportunity Tax Credit
March 18, 2026
5:33 PM
Are you claiming a qualifying dependent and trying to file as Head of Household?
March 18, 2026
5:33 PM
The screen asks WERE YOU ASSIGNED an IDENTITY PIN? YES or NO
I keep selecting NO and it seems like im going past but it keeps bringing me back to the same screen
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March 18, 2026
5:33 PM
4 Cheers
I had the same issue. I believe mine was caused by a 529 transfer for a minor (1099 Q). I don't know what Intuit recommends, but I: 1. Went into the forms mode by pressing the button in th...
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I had the same issue. I believe mine was caused by a 529 transfer for a minor (1099 Q). I don't know what Intuit recommends, but I: 1. Went into the forms mode by pressing the button in the upper right. 2. Found the "unfinished" document at the bottom of the list. 3. Deleted it. A new version appeared to be auto generated. 4. Although probably not necessary, I went back to step by step mode, then to the dependent section, edited the minor in question just to make everything looked ok. This cleared the error, nothing changed. It allowed me to file.
March 18, 2026
5:33 PM
The screen asks WERE YOU ASSIGNED an IDENTITY PIN? YES or NO
I keep selecting NO and it seems like im going past but it keeps bringing me back to the same screen
Topics:
March 18, 2026
5:33 PM
That is likely just a cosmetic display quirk on a summary screen. The sales tax won't be deducted by itself unless you are not reporting property taxes, it is part of the total state and local tax de...
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That is likely just a cosmetic display quirk on a summary screen. The sales tax won't be deducted by itself unless you are not reporting property taxes, it is part of the total state and local tax deduction.
More importantly, unless all your itemized expenses combined are greater than the Standard Deduction ($15,750 for Single or $31,500 for Married filers in 2025), the software will "recommend" the Standard Deduction because it's a much bigger tax break for you than either of those smaller numbers.
If you are itemizing, you can check your total state and local tax deduction on Schedule A. Go to Tax Tools > Print Center to preview your 1040 and view lines 5-7 of your Schedule 3 to see the detail of your state and local tax deduction.
March 18, 2026
5:32 PM
Why not just include the word "pension" along with annuity and disability?
March 18, 2026
5:32 PM
Re: getting help on this forum: I use TurboTax Online and got lots of help on there from at least 4-5 “TurboTax Tax Experts” associated with TurboTax support and none of them could figure out what wa...
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Re: getting help on this forum: I use TurboTax Online and got lots of help on there from at least 4-5 “TurboTax Tax Experts” associated with TurboTax support and none of them could figure out what was wrong until I tried getting an IP PIN from the IRS to validate the identity of my wife and I. By the way, the AGI matching reason for rejection was a “red herring”. Matching the AGI, in itself, was not the real issue; although the IRS said that was the reason the return was being rejected. In every instance of the return I submitted, the AGI that I provided was an exact match to the 2024 AGI. For whatever reason, that wasn't sufficient for the IRS and the IRS wanted additional information to corroborate with the AGI to verify our identity. And nothing else worked until I tried using IRS IP PIN numbers to validate our identity. i think that a root cause of this problem is that I’ve been using TurboTax Desktop for many years and this is the first year I’ve used TurboTax Online. I think because my 2024 and 2025 returns were submitted from different software, the IRS may had had difficulty recognizing that the two returns were associated with the same individuals who submitted returns in 2024. I’ve been using e-file with TurboTax desktop for at least 10-15 years and never had this kind of problem.
March 18, 2026
5:31 PM
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March 18, 2026
5:30 PM
I verified that I entered this correctly in Turbotax under the "Personal Information." Not sure it makes a difference but obviously would like it to be accurate.
Topics:
March 18, 2026
5:30 PM
Hi, Well, are you saying that lines 1b and 8b from federal schedule D are the only lines that Wisconsin schedule WD allows and is correct per state law? If so, then why would I need to manually a...
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Hi, Well, are you saying that lines 1b and 8b from federal schedule D are the only lines that Wisconsin schedule WD allows and is correct per state law? If so, then why would I need to manually add lines 2, 3, 9, and 10 from the Federal? However, according to Pub 103 Reporting Capital Gains and Losses for Wisconsin by Individuals, Estates, and Trusts all lines from federal should have been transferred over from federal schedule D not only lines 1b and 8b. There is not an option to add in lines 2,3, 9, and 10 on TT anyway. Where did you receive this information that, "This selective use is due to differences in Wisconsin tax law and how the state calculates capital gains, which can affect state-specific deductions, exemptions, or carryovers" because I do not see it written in their Pub 103. Thank You So, then should I proceed with my TT filing although my schedule WD does not match the federal schedule D? That is a lot of capital losses that are primarily short-term, yes un-covered, that I cannot use nor will they carryover for future use. In the PUB103 it states that if I have losses that exceed the $3,000 deduction limit- and I do- that I can carry them over. What happens to all of my capital losses from lines 2,3, 9, 10 for schedule WD....do they just vanish and are disallowed? Thank You.
March 18, 2026
5:30 PM
source: State Street Retiree Services for Ret. Allowance Plan of The Hospital Univ. of Penn Account number: University - Penn Plan
March 18, 2026
5:30 PM
1 Cheer
A Claim of Right Repayment is a deduction you can take in the current tax year if you are required to pay back income in excess of $3,000 from a previous tax year that you thought you could keep. You...
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A Claim of Right Repayment is a deduction you can take in the current tax year if you are required to pay back income in excess of $3,000 from a previous tax year that you thought you could keep. You reported and paid taxes on the money, not knowing you would have to pay it back.
Examples of this type of income include: the repayment of signing bonuses, moving expenses, unemployment compensation, and other funds. See this TurboTax Help.
In Turbotax Online, the claim of right repayment over $3,000 may be reported as a deduction by following these steps.
Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Deductions & Credits.
Click the down arrow to the right of Other Deductions and Credits.
Click to the right of Other Deductible Expenses.
At the screen Did you have any of these other expenses?, click Yes.
The deduction is reported on line 16 of Schedule A Itemized Deductions.
IRS Publication 525 Taxable and Nontaxable Income, page 36, states:
Repayment over $3,000
If the amount you repaid was more than $3,000, you can deduct the repayment as an other itemized deduction on Schedule A (Form 1040), line 16, if you included the income under a claim of right. This means that at the time you included the income, it appeared that you had an unrestricted right to it. However, you can choose to take a credit for the year of repayment. Figure your tax under both methods and compare the results. Use the method (deduction or credit) that results in less tax.
Taking the credit option involves using TurboTax Desktop.
March 18, 2026
5:29 PM
To view your tax forms before filing: Open your return Select Tax Tools from the menu With the Tax Tools menu open, you can then: Preview your entire return: Select Print Center and then Pr...
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To view your tax forms before filing: Open your return Select Tax Tools from the menu With the Tax Tools menu open, you can then: Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first). View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu. @hendrick-kd
March 18, 2026
5:28 PM
In Sep 2023 I converted a long term rental to personal use. I removed the Sch E and associated assets from TT in 2024, and finally sold it in 2025 after remodeling. How (and where!) do I re-enter ea...
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In Sep 2023 I converted a long term rental to personal use. I removed the Sch E and associated assets from TT in 2024, and finally sold it in 2025 after remodeling. How (and where!) do I re-enter each associated asset; and is my 2023 Form 4562 all I will require? How and where do I enter the following examples (listed on my 2023 form 4562): -- House [01/2014] [Cost (net):100000] [Method:SL/MM] [PriorDepr:40000] [CurrentDepr:2500] Porch [01/2015] [Cost:10000] [Method:150DB/HY] [PriorDepr:7000] [CurrentDepr:1000] Appliance [01/2020] [Cost:1500] [Method:200DB/HY] [PriorDepr:1000] [CurrDepr:200] Roof [01/2019] [Cost:7000] [Method:SL/MM] [PriorDepr:400] [CurrentDepr:1920] -- Also, is it important that the names of these Assets is identical to the names in the 2023 tax filing, so that the IRS can match them together? Do I add in the remodel cost ($25000) in the same place? Thank you!
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