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If she does not qualify, you cannot claim her as a dependent.  You want to enter the 1095-A exactly as it is.  On the page Policy shared with another taxpayer, select Yes  Enter the information on ... See more...
If she does not qualify, you cannot claim her as a dependent.  You want to enter the 1095-A exactly as it is.  On the page Policy shared with another taxpayer, select Yes  Enter the information on the Tell us more about your shared policy On the What's your portion of this shared policy?  The Get Help with this has this information:   If you share a policy with someone who is claimed on another tax return (usually a child), you can take the number of people on your tax return who are covered on that plan and divide it by the total number of people on the plan. This would be your percentage of premiums, SLCSP and advanced payment of the premium tax credit, unless you agreed on a different number beforehand. Example: Rich and Jackie are divorced and have two children, Ronald and Jimmy. The children live with Jackie and she claims them as dependents, but Rich enrolled himself and the two children in a Marketplace plan in 2024. Rich and Jackie didn't agree on allocation percentages, so she takes the number of people on her taxes who are on the plan (the two children) divided by the total number of people on the plan (Rich and the two children). Jackie will take 67% of the premiums, SLCSP and advanced payment of the premium tax credit. Rich will take 33%. NOTE: your daughter will have to report the same 1095-A information on her return, so be sure to have a copy of it for her to do her taxes.  
My Fidelity 1099-DIV electronic load (using the normal import from financial institution) to TurboTax has minor differences compared to the download of the paper 1099 from Fidelity's website.      ... See more...
My Fidelity 1099-DIV electronic load (using the normal import from financial institution) to TurboTax has minor differences compared to the download of the paper 1099 from Fidelity's website.      Should I just leave the electronic download as is or should I adjust it so it agrees to the paper download?   Most boxes agree, but a few are off by 1 cent  (total div and qualified div specifically)   I'm sure these round anyway in the software but wanted to ask if any action is needed or not based on your experience   thanks !
Why does TurboTax say leave blank for an entry on your 2025 taxes RMD amount if its your first year even tho you paid the 2025 amount already.
@houck wrote: That's the problem, even a middle aged PC is not upgradabe to Windows 11.   What do you consider to be a "middle aged" PC?   Regardless, you can upgrade a Windows 10 PC to Win... See more...
@houck wrote: That's the problem, even a middle aged PC is not upgradabe to Windows 11.   What do you consider to be a "middle aged" PC?   Regardless, you can upgrade a Windows 10 PC to Windows 11 using a hack that is essentially a no-brainer (I know because I've done it on 2 machines).   See https://www.pcmag.com/how-to/yes-you-can-upgrade-to-windows-11-even-if-pc-is-incompatible?test_uuid=04IpBmWGZleS0I0J3epvMrC&test_variant=A   Also, H&R Block's tax prep software supports Windows 10, so you have options.    
When entering in the distribution information, I am receiving an error stating that box 1 must equal the sum of box 2 and box 3. Well, it does equal the sum, but I am still getting the error message.... See more...
When entering in the distribution information, I am receiving an error stating that box 1 must equal the sum of box 2 and box 3. Well, it does equal the sum, but I am still getting the error message. I have back out and tried to reenter the information, but I continue to get the same error message, despite there being no error.
No. Based on New York State (NYS) regulations, there is no general, direct requirement for private payers to send copies of 1099-NEC or 1099-MISC forms directly to the State Comptroller or the New Yo... See more...
No. Based on New York State (NYS) regulations, there is no general, direct requirement for private payers to send copies of 1099-NEC or 1099-MISC forms directly to the State Comptroller or the New York State Department of Taxation and Finance.    This does not require you to file a personal income tax return for NYS if you are not a resident of NYS.   As long as you have met your federal filing requirements for 1099s sent to the contractor and the IRS you have completed your part.
"Fraud" is too vague.   Provide some details.   Theft losses are not deductible on a federal tax return unless they are the result of a Ponzi scheme.
1099R for RMD distribution box 7 checked.  Spent 2 hours on phone enrolled agent who concluded error in software and said he would notify up-line of issue.  Not resolved to date.  I have no transacti... See more...
1099R for RMD distribution box 7 checked.  Spent 2 hours on phone enrolled agent who concluded error in software and said he would notify up-line of issue.  Not resolved to date.  I have no transactions  that would cause additional taxes on schedule 2 line 8.  I agree with the calculation of AGI, Deductions, taxable income and taxes but not other taxes.  Agent said calculations were correct in his pro version of software.  Thank you for your response.
Hello - My 1099 is available from Fidelity Investments (I have printed a copy), but the data is not importing into my tax return.  I am getting the "Success!" screen but the data is not importing.  
I made an excess SEP IRA contribution in 2025.  I had my financial institution return it as an excess in 2026.  i understand I need to report the earnings on the contribution as taxable in 2025.  How... See more...
I made an excess SEP IRA contribution in 2025.  I had my financial institution return it as an excess in 2026.  i understand I need to report the earnings on the contribution as taxable in 2025.  How do I do this when the financial institution wont issue a 1099 until 2026 for these earnings?
I entered the $133 property tax paid on my vehicle during the wizard.  On my Arkansas AR3 form, line 6 has "PERSONAL PROPERTY TAX 133." on the line, but 0.00 for the value and all downstream math.  W... See more...
I entered the $133 property tax paid on my vehicle during the wizard.  On my Arkansas AR3 form, line 6 has "PERSONAL PROPERTY TAX 133." on the line, but 0.00 for the value and all downstream math.  What step did I miss?  Is this a bug? Edit: Screenshot below.
Hi James, this is a serious issue and really needs to be escalated to the development team quickly.  Do you have the ability to do that?  Or, alternatively, what can I do pursue this further.  It's c... See more...
Hi James, this is a serious issue and really needs to be escalated to the development team quickly.  Do you have the ability to do that?  Or, alternatively, what can I do pursue this further.  It's clearly a bug and is going to be a big issue for a lot of people.   Is there someone technical I can pursue this with other than on this community forum? I talked to a person live about it and she had no idea how to fix it.  How can I get in touch with someone who can fix this?  Thank you!  - Steve
Well it is happening in 2026 for 2025 returns.  Just happened to me, also no way to check backwards.  They basically said, yes it is wrong, but the IRS will fix it.  
To enter your daughter's tuition expenses in TurboTax, go to the 1098-T section and follow these instructions.   Navigate to Form 1098-T: TurboTax Online/Mobile: Go to the 1098-T scree... See more...
To enter your daughter's tuition expenses in TurboTax, go to the 1098-T section and follow these instructions.   Navigate to Form 1098-T: TurboTax Online/Mobile: Go to the 1098-T screen under Deductions & Credits. TurboTax Desktop: Go to Federal Taxes. Go to Deductions & Credits.  If asked How do you want to enter…?, select I’ll choose what I work on. Under Education Credits, select Start or Update next to Expenses and Scholarships (1098-T)
@ericbuzby The Georgia itemized deductions reported on Form 500 Line 12a is taken from the Federal Schedule A itemized deductions on Line 17.  Only disallowed other state income taxes would be remove... See more...
@ericbuzby The Georgia itemized deductions reported on Form 500 Line 12a is taken from the Federal Schedule A itemized deductions on Line 17.  Only disallowed other state income taxes would be removed from the deduction.  If you do not have other state income taxes reported then the amount from Schedule A is used.   According to the 2025 Georgia IT-511 Individual Income Tax Instruction Booklet on page 17 - https://dor.georgia.gov/it-511-individual-income-tax-instruction-booklet   Note: For all taxpayers (full year, part year, and nonresident), if state & local income taxes were limited on the Federal return to $10,000 ($5,000 if married filing separately), the following formula should be used to determine the disallowed other state income taxes: • Other state income taxes divided by the total taxes on Line 5d of Schedule A multiplied by the lesser of the amount on Line 5d of Schedule A or $10,000 ($5,000 if married filing separately). • For part-year and nonresidents on the Schedule 3, the same computation should be used in arriving at the amount of itemized deductions that would then be subject to proration using the part-year/nonresident income ratio on Form 500 Schedule 3 Line 9. Do not include state taxes paid by entities that pay income tax at the entity level 
Can I claim fraud committed against me in 2025?
Yes, that is correct, forms 4562 attached to Schedule E are currently being updated.    The software should be updated after 02/13/26, but our tech team is working hard to have those updates befo... See more...
Yes, that is correct, forms 4562 attached to Schedule E are currently being updated.    The software should be updated after 02/13/26, but our tech team is working hard to have those updates before that date.    Here, you can sign up for an e-mail to stay current on the updates: Sign up for email notification
Took less than 30 minutes for the return to be rejected.   Some gobbledygook about Form 5695 and "non-zero values".  Retry on 2/19.   Not happy.   
If you have a 1099NEC for "contract work"---  you have self-employment income, and the IRS considers you to have a business.  You have to pay self-employment tax for Social Security and Medicare and ... See more...
If you have a 1099NEC for "contract work"---  you have self-employment income, and the IRS considers you to have a business.  You have to pay self-employment tax for Social Security and Medicare and ordinary income tax yourself, because none of those were withheld from your paychecks.  You can prepare a Schedule C for your business expenses.     If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp     If you live in a state with a state income tax, you might need to make estimated payments to your state.   https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh     https://turbotax.intuit.com/tax-tools/calculators/self-employed/   https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk   https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad   https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7
A 1099-NEC is the definition of self employment. Contract work is considered as 'independent contractor' as opposed to an employee. As a business you can deduct any expenses that directly relate to e... See more...
A 1099-NEC is the definition of self employment. Contract work is considered as 'independent contractor' as opposed to an employee. As a business you can deduct any expenses that directly relate to earning this money. As a hobby no expenses will be allowed.   You can decide if it is hobby or business income.  This IRS link will help you: Business or Hobby?   Key elements: A hobby requires you to report the income you received and under the current tax law, Tax Cuts and Jobs Act (TCJA), no expenses are allowed to be used to reduce the money collected even if you itemize deductions. A business allows you to deduct the costs necessary to obtain the income.  The law explains that 'you must be engaged in the activity to produce a profit'.  The test under IRS tax law is that you must show a profit three out of every five consecutive years to be considered a business. Once you decide what type of income this is you can use the link below to see how to report. How do I report income from self-employment? Other Miscellaneous Income: Hobby Income Go to the Wages and Income  section of TurboTax Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Hobby Income and Expense > Enter the income