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andonyan

Actually download link for older Turbotax years is https://accounts.intuit.com/app/account-manager/productsBilling/turbotax?piuInFlyout=true&openBlueDot=true&accountSwitcherInFlyout=true&rgn=US&prgn...

Actually download link for older Turbotax years is https://accounts.intuit.com/app/account-manager/productsBilling/turbotax?piuInFlyout=true&openBlueDot=true&accountSwitcherInFlyout=true&rgn=US&prgn=US&account-scheme=ind#

vedades

I had the 1099-B data pulled in from my bank But it brought in the detailed screen . I need the summary screen only. How to go about it?

e-pluma2224

i have questions for turbo tax representative

Mike9241

for the home sold, it would be the taxes actually paid in 2025 through escrow (not including escrow deposits) or directly to the real estate tax authority + the prorations on the closing statement f...

for the home sold, it would be the taxes actually paid in 2025 through escrow (not including escrow deposits) or directly to the real estate tax authority + the prorations on the closing statement for the unpaid taxes for the period you owned it. on the home bought, you got credit for the taxes owed for the period you did not own it. Those credits first offset any payments made (not including escrow deposits) so until the year all those credits are used, there is no deduction

yosemite798

Hello everyone, In past 4 years (2021 – 2024), I have my tax return done by an enrolled agent (EA). I want to file tax return by myself for 2025. I installed TurboTax Premier 2025 desktop ed...

Hello everyone, In past 4 years (2021 – 2024), I have my tax return done by an enrolled agent (EA). I want to file tax return by myself for 2025. I installed TurboTax Premier 2025 desktop edition on my laptop computer. When I tried to use TurboTax to open my 2024 tax return in .PDF format, TurboTax stated the file size is too large. The actual file is about 4.6 mega bites (4.6 MB). I did some research online seems like without a .tax2024 file, TurboTax software can’t get much useful information from the PDF file. I sent an email to my accountant and ask if he can send me a .tax2024 file so I can import it into TurboxTax 2025. In the worst-case scenario, if I don’t have .tax2024 file how should I transfer or import prior year tax data into TurboTax 2025? 1a. Shall I purchase TurboTax 2024 software and manually enter key tax data to create a new tax file for 2024, then import it into TurboTax 2025? I have a rental property, how should I import/transfer depreciation information from 2024 into TurboTax 2025? Your suggestion/feedback is greatly appreciated!

bthibs

I'm using the web. How were you able to manually fill it out online, if that's what you used?

e-pluma2224

SuzMarie

But why is TT even asking if it is not a RMD situation?

Mike9241

online accounts can only do one 1040 return. a second 1040 return done in the same account will permanently delete the first return. to do additional returns, you need to create a new account for eac...

online accounts can only do one 1040 return. a second 1040 return done in the same account will permanently delete the first return. to do additional returns, you need to create a new account for each. Perhaps a desktop version, if you have Windows 11, would be better and cheaper because you can do an unlimited number of returns, though only 5 taxpayers' returns can be efiled.

aze045

I'm having similar question. Assume MAGI of $200k. MFJ phase out starts at $150k. Line 33 is $50k Line 34 x by 6% = $3,000. Line 35 runs math as $6,000 - $3,000 = $3,000. Line 36a & 36b both show $3,...

I'm having similar question. Assume MAGI of $200k. MFJ phase out starts at $150k. Line 33 is $50k Line 34 x by 6% = $3,000. Line 35 runs math as $6,000 - $3,000 = $3,000. Line 36a & 36b both show $3,000, line 37 totals as $6,000. Since we are filing jointly; shouldn't Line 35 run math as $12,000 - $3,000 = $9,000 or $4,500 for each? Someone please explain this.

gemmanem786

I have looked at my marketplace account and I do not have any tax forms for 2025. I was supposed to be insured, but had missed payments.

wayneball3

I need to continue to include income from 1099-r's and SS, what do I do now?

user17716591888

Facts: Filing 2025 MFJ with two self-only HSA plans. No screen is available for primary taxpayer to enter individual (tax-deductible) contributions. Why?

user17722545270

I log in and it only shows the joint return we filed (paid for) . There doesn's seem to be any way to start additional returns for our kids? AI says we don't have to log out but it just goes back to...

I log in and it only shows the joint return we filed (paid for) . There doesn's seem to be any way to start additional returns for our kids? AI says we don't have to log out but it just goes back to a log in screen and not a menu area. Any navigation help?

shallakoclark

I have this same problem partly. It let me put in the sale date from step 7 below but goes directly to the summary after that. So you said below it is still locked. What does that mean? Why would it ...

I have this same problem partly. It let me put in the sale date from step 7 below but goes directly to the summary after that. So you said below it is still locked. What does that mean? Why would it be locked? How does it get fixed?

siyang2

I have an IRA account at a major brokerage. I take out monthly distributions from this account. In the middle of 2025, I purchased an annuity using half of the funds from this account and began rec...

I have an IRA account at a major brokerage. I take out monthly distributions from this account. In the middle of 2025, I purchased an annuity using half of the funds from this account and began receiving monthly annuity payments. I also continued taking monthly payments from the IRA. I received 1099-Rs from both the brokerage and the annuity company. The brokerage company reported to me my RMD for 2025 based on the IRA balance Dec 31, 2024. My actual 2025 IRA distributions were less than the reported brokerage RMD, but my combined monthly annuity and brokerage distributions exceed the brokerage RMD amount. What amount do I report in Turbotax when it asks me what my required RMD for both the IRA and, separately, the annuity are? If I report the brokerage RMD in Turbotax, it thinks I underpaid my RMD for 2025 and wants to assess me a penalty. What number will the IRS use for both accounts? Help.

ssully10

2-27-2026 Hello: My county in Ohio does property taxes in arrears. I purchased a home June of 2025 and sold my former home on August of 2025. I'm doing my taxes now. Do I use the property ta...

2-27-2026 Hello: My county in Ohio does property taxes in arrears. I purchased a home June of 2025 and sold my former home on August of 2025. I'm doing my taxes now. Do I use the property tax information on the buyer's and seller's agreements when completing my 2025 returns? Thank you.

xmasbaby0

When you are asked about RMD for a pension you just say it was all an RMD. A pension fulfills the requirements for an RMD.

SuzMarie

Why is turbo tax asking for rmd information on a 1099-R widows pension? The pension is a government widows pension and not a 401 or an Ira that requires withdrawal at 70.5?? Is there a bug in turbo ...

Why is turbo tax asking for rmd information on a 1099-R widows pension? The pension is a government widows pension and not a 401 or an Ira that requires withdrawal at 70.5?? Is there a bug in turbo tax?

user17722420718

Now I'm under the understanding that my employer pays a portion of the disability insurance and I do as well and only the portion attributed to what my employer payed is federally taxable. So my thir...

Now I'm under the understanding that my employer pays a portion of the disability insurance and I do as well and only the portion attributed to what my employer payed is federally taxable. So my third party sick time will be less money then I was actually paid by the state on my W-2.

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Re: Where are the downloadable editions of TurboTax Premier 2024? The turbotax.com website is totally useless for figuring that out after logging in to my account.

How to do summary filing for 1099-B?

can i peak to representative from turbo tax?

Re: bought a home and sold a home in 2025 with overlap --how do i do property taxes?--county does taxes done in arrears

Not able to import tax data from PDF file into TurboTax Premier 2025

Re: Having problems claiming clean energy tax credit for heat pump. Return was rejected and now told there's a "processing error" and to resubmit March 6. What's going on?

i track my refund was suppose to be done on 2/24/26 now we are in 2/26/26 i haven't received anything

Re: TT asking for RMD info on windows federal pension, why?

Re: How to enter extra tax returns for my kids after filing joint return?

Re: How can I get the second Enhanced Deduction for Seniors added?

Hi. My return was rejected, because I don’t have a 1095-A form. However, I was not insured in 2025. The form is not available for me. Is there a way I can fix this?

I don't have any 1099-B's and seem to be stuck here what should I do?

Facts: Filing 2025 MFJ with two self-only HSA plans. No screen is available for primary taxpayer to enter individual (tax-deductible) contributions. Please fix it!!!!!

How to enter extra tax returns for my kids after filing joint return?

Re: Can we file a sale of a rental property for 2025 tax return yet?

Multiple 1099-Rs - How to properly report in Turbotax

bought a home and sold a home in 2025 with overlap --how do i do property taxes?--county does taxes done in arrears

Re: TT asking for RMD info on windows federal pension, why?

TT asking for RMD info on widows federal pension, why?

Re: Is NJ state disability taxable?

Do you have a TurboTax Online account?

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