All Posts

If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

TurboTax sometimes creates these forms automatically if you clicked into the foreign income section accidently.   How to check in TurboTax online Go to Tax Tools (left menu)  Select Tools Choose Delete a Form Look for any of these: Form 2555 (Foreign Earned Income Exclusion) Form 1116 (Foreign Tax Credit) Foreign Earned Income Worksheet Foreign Tax Credit Worksheet  If you find any of these forms, delete them. Sign out of your return and then back in to save the changes. If you are using the desktop version of TurboTax, go to the forms mode and locate the forms listed above. If listed, select them and then press delete at the bottom of the form when it appears in the right-pane of your screen.   Also, Go to:  Federal  Other Tax Forms   Foreign Accounts & Assets.   There is a question asking if you have foreign income.  Be sure to mark this "no".          

To post a 401-K 1099-R rollover to a ROTH, follow these steps to post your 1099-Rs.    Under Federal Start at Wages & Income  Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit] You have two options to include the 1099-R on your tax return. [Enter a different way] [Type it myself] Click box Financial Institution (1099-R) [Continue] Continue the interview to Enter your 1099-R details  You will continue in the interview through several screens until you get to: Tell us if you moved the money through a rollover or conversion Select: I converted some or all of it to a Roth IRA This transaction will be taxable.

For 2025 tax returns, you will need to attach Form 7217 to your tax return, and file by mail.  At this time, TurboTax does not support this form. Please read this IRS reference source for specific instructions on Form 7217. @user17746542256 

Yes, it can be corrected. You must file a Corrected 1099-C by completing the forms below. Make your correction and send Form 1099-C with Form 1096 to the IRS address provided.  Form 1099-C Form 1096 Please update here if you have additional questions and we will help.

For a 2025 tax return you enter IRA contributions made from Jan 1, 2025 to Dec 31, 2025.  You can also make a 2025 contribution until April 1, 2026 if you designated it to be for 2025.   Same for last year, if you made a 2024 contribution Jan - April 1, 2025.  

I do understand your concern and desire to report this in the most technically correct manner.   The IRS will allow the adjustment as reported in the manner I suggested , but we want you to be comfortable and confident in the return that you prepare.  Our online product does not support the above-the-line deduction of legal fees, but our downloadable desktop product does - when the adjustment is made via the "Forms mode" of that product.  This means that while the question will not appear in the interview, you can switch modes in this product to enter the adjustment directly on the tax form.   You can find the downloadable product HERE.  If you wish to go this route, here are the steps to enter the adjustment once you've otherwise completed your tax return:   Click on the Forms icon in the upper right of the program. Locate Schedule 1 in the forms list on the left.  If the form is not there, select "open form" and type in Schedule 1 to add it. On the initial image of Schedule 1, double click the box beside Line 24z - this will open the Other Adjustments to Income Smart Worksheet Enter the adjustment on the Smart Worksheet, Line K  The Smart Worksheet will look like this:  

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

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