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ct1111

I closed a Chase brokerage account in 2025. They provide a PDF and CSV file I can download, but the closed account isn't showing in the list of files to import using TT. Everything else from Chase i...

I closed a Chase brokerage account in 2025. They provide a PDF and CSV file I can download, but the closed account isn't showing in the list of files to import using TT. Everything else from Chase imported correctly. I asked Chase, who thinks I can transfer the PDF file into TT but I am using the DESKTOP edition and it doesn't seem to work. Is there any way I can get this into TT without having to manually type everything in? BTW, I thought I could use a CSV to TXF converter, but the CSV file downloaded from the Chase website doesn't seem to contain all the data regarding stock sales, although the PDF does.

AmyC

If you don't actually have a penalty, you can delete the form ( see How to Delete). If you do have a penalty, it can be caused by a rounding error if you entered cents in your return. Another error c...

If you don't actually have a penalty, you can delete the form ( see How to Delete). If you do have a penalty, it can be caused by a rounding error if you entered cents in your return. Another error can occur with uneven withholding and the program trying to match up all the numbers that were entered. You may need to delete the form and go back through the VA underpayment penalty section.

Ackmaal · 3/6/26 Update... still not working

Just tried again, for the 10th time. Despite the latest update, we still cant e-file in Oregon because of the 1099-Q programming glitch. I submitted this earlier in the week to TT support and was as...

Just tried again, for the 10th time. Despite the latest update, we still cant e-file in Oregon because of the 1099-Q programming glitch. I submitted this earlier in the week to TT support and was assured it would be escalated and that it's being worked on. But still nothing. I think this may be my last year using TT. In ten years I've never had a major problem like this that just isnt being addressed.

DoninGA

You cannot.

VolvoGirl

Since you already paid for Online, try asking support to switch you to the Desktop program and put it in your account. Yes there are many differences between Online and Desktop. And Online can onl...

Since you already paid for Online, try asking support to switch you to the Desktop program and put it in your account. Yes there are many differences between Online and Desktop. And Online can only do 1 return per account. And you may have to upgrade to a higher version to enter certain things, whereas all the Desktop programs have the same forms so you can use a lower version. And do you know for 2025 you will need Windows 11 or Mac OS Sonoma 14 computer to install it?

DoninGA

You mean an Identity Protection PIN that the IRS mailed to you? Go to this IRS website to retrieve the IP PIN - https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

nycstevepsp

Hi Patricia, thank you. I went back through the section again. This time I answered that it does qualify for QBI and then stepped through. Now TT did all of the calculations and filled in the righ...

Hi Patricia, thank you. I went back through the section again. This time I answered that it does qualify for QBI and then stepped through. Now TT did all of the calculations and filled in the right numbers. The description of QBI is very poor but that appears because the tax code itself is so poorly written. In any case thanks for the help. Anyone else running into this, go through all of the QBI steps at the bottom of the Rental Property forms.

alygrace50

krisgonzales01

DoninGA

What type of form 1099 as there are almost two dozen? 1099-R, 1099-INT, 1099-DIV, 1099-S, 1099-B, SSA-1099, 1099-G, 1099-MISC, 1099-NEC, etc.

mcnealfamily12

topott

MY WIFE NEEDS HELP DRESSING, GETTING TO BED, TOILETING AND OTHER ACTIVITIES OF DAILY LIFE. IS HER PORTION OF THE ASSISTED LIVING COST DEDUCTIBLE?

hannahbarker1003

Do I need to contact the irs or will it finally approve it?

AmyC

Follow these steps: Open to your NY return continue through the state section, look for underpayment penalty, select continue, fishing and farming, select yes or no, Tell us about...

Follow these steps: Open to your NY return continue through the state section, look for underpayment penalty, select continue, fishing and farming, select yes or no, Tell us about your 2024 return, select the correct option continue fill in last year's tax amount fill in any refundable credits you had last year

VolvoGirl

You will need the 2024 AGI to efile this year. Or you may need to transfer from 2024 to carry over any employers or banks, etc. and any amounts . You need your 2024 AGI to efile 2025. The AGI i...

You will need the 2024 AGI to efile this year. Or you may need to transfer from 2024 to carry over any employers or banks, etc. and any amounts . You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

Samiam464646

is program working?

DoninGA

If you filed a 2024 tax return you will need the 2024 AGI on Form 1040 Line 11, to e-file the 2025 tax return.

VolvoGirl

What kind of 1099? Enter it the same way as the first one. Like for Interest and Dividends, go to Federal Wages & Income Interest and Dividends Interest on 1099-INT - Click the Start or Update ...

What kind of 1099? Enter it the same way as the first one. Like for Interest and Dividends, go to Federal Wages & Income Interest and Dividends Interest on 1099-INT - Click the Start or Update button

MarilynG1

If this is the only error in your return, try skipping the Final Review and go right to Efile after stepping though the 1099-R and follow-up questions again. @Jlhchic

DoninGA

What type of form 1099 as there are almost two dozen? 1099-R, 1099-INT, 1099-DIV, 1099-S, 1099-B, SSA-1099, 1099-G, 1099-MISC, 1099-NEC, etc.

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Uploading bank files (PDF or CSV) into Turbo Tax DESKTOP

Re: Unable to submit Virginia Form760C, keeps asking me check "Annualized Withholdings"

3/6/26 Update... still not working

Re: How do I remove a child dependent from Earned Income Credit, but keep them on my Child Tax Credit?

Re: I want to go back to using desktop version

Re: How do I get my in pin now?

Re: I'm stuck in a check this entry loop. QBI Passive Op Loss

How do I remove a child dependent from Earned Income Credit, but keep them on my Child Tax Credit?

How do I get my in pin now?

Re: can not type in my 1099's?

I am trying to locate where I would input the portion of home used regularly or exclusively for a business I own. Can you help direct me on where to locate this?

QUALIFIED DEPENDENT EXPENSES

I needed to prove my identity with the irs and I selected yes to the did I pay someone to do my taxes instead of no by mistake. I filed over a month ago.

Re: HOW TO correct AMOUNT LINE 16 ON new york it2105.9

Re: Do I have to have last year’s taxes for this year

can not type in my 1099's?

Re: Do I have to have last year’s taxes for this year

Re: How do I add an additional 1099?

Re: Issues with 8915-F

Re: How do I add an additional 1099?

Do you have a TurboTax Online account?

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