All Posts

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

If you choose to take the credit (most people do),  TurboTax will attach Form 1116, Foreign Tax Credit, if your situation requires it.   To find form 1116 in TurboTax  Here's what you do:   Enter all your foreign income in the Wages & Income section if you haven't already Navigate to the foreign tax credit section: TurboTax Online/Mobile: Go to the foreign tax credit screenunder Deductions & Creditsunder Deductions & Creditsunder Deductions & Credits TurboTax Desktop: Search for foreign tax credit and select the Jump to link or, Go to Federal Taxes. If asked, How do you want to enter your deductions and credits?, select I'll choose what I work on. Under Estimates and Other Taxes Paid, select Start or Update next to Foreign Taxes. When you reach the screen Do You Want the Deduction or the Credit? select the option you prefer for your situation If you select Take a Credit: Select Continue on the next screen, then select No to fill out Form 1116. When you reach the screen Country Summary, add the applicable country. Answer the questions about your foreign income, taxes, and expenses on the following screens. When finished, you'll be taken back to the Country Summary screen. If you have income from other countries to enter, select Add a Country. Otherwise, select Done. Answer the questions on the following screens until you reach your Foreign Tax Credit Summary. If you’re finished with this section, select Done. If you select Itemized Deduction: Enter your foreign taxes paid on the next screen. These should show up in the Deductions & Credits section of your tax return, under Other Deductible Expenses. In most cases, taking the credit works out better than the deduction. We'll help you decide which one's best for you when you go through this section.   Note: Form 2555 (Foreign Earned Income Exclusion) calculates the amount of foreign earned income and/or foreign housing you can exclude from taxation. You won't be able to take a credit or deduction for taxes paid (or accrued) on excluded foreign earned income or housing. This is because excluded income and housing isn't taxed in the first place.  

@rk38    1) you cannot enter "exempt" in that box.   How it ends up getting exempted is during the entry of that 1099-R in the software...usually when you "Continue" after the main 1099-R entry page with all the boxes in the software.   2)  You are in WI......but it has NY in the state line?   Why?   When did you move to WI and when were the distributions made?/////before or after you (apparently) moved to WI?    That detail is critical to determining which state gets to include that retirement income on their tax return, even if it does end up being exempt.  And WI may not exempt any of that retirement income if you were not age 67 or older during 2025  (IF...if it was all received after you moved to WI).

When entering information on the student worksheet directly it will not save your changes.   The interview is not complicated. It’s like one screen with four or five input boxes. It worked fine last year. 

This needs to be updated in Turbo Tax immediately.  It is incorrect.  The 2024 Form 1099-Q did not have an option in box 4 for QTP to Roth IRA.  It only had Trustee to Trustee transfer which is how a qualified transfer from a 529(b) plan to a Roth IRA was checked 2024 and it worked fine.  For 2025, the Form 1099-Q now has a new transfer option in Box 4 for QTP to Roth IRA.  It does not allow you to answer the questions to see if this a non-taxable distribution.  It is really unacceptable that Turbo Tax did not have this correct originally and still not corrected through updates as of Feb 9, 2026.  A fix by checking the box Trustee to Trustee in Turbo Tax instead of what is actually checked on the Form 1099 submitted to the IRS of QTP to Roth IRA is not really an option and just increases the risk that the filer is audited.  The law that was passed that allowed this non-taxable transfer from a 529(b) plan to a Roth IRA in 2022.  This is really unacceptable that Turbo Tax does not know how to handle it as of February 9, 2026 and makes me want to look into different software solutions in the future.

The requirement that the charging station be installed in an eligible census tract must be met whether it is installed at a commercial property or a residence.  There is no workaround for entering this information.   To learn more, use the following link to the IRS Form 8911 instructions:   Requirements to qualify for the credit

If you do not have a Social Security number or an Individual Taxpayer Identification Number (ITIN) for a spouse or dependent, you will need to get one or the other before you can file a tax return.   An Individual Taxpayer Identification Number, or ITIN is for taxpayers who do not qualify for a Social Security number. It is 9 digits long and looks like a Social Security number, except it always begins with the number 9.   ITINs are used exclusively for filing tax returns. They do not entitle the taxpayer to Social Security benefits, stimulus payments, or other benefits.   To apply for an ITIN, complete IRS Form W-7, IRS Application for Individual Taxpayer Identification Number. Form W-7 requires documentation substantiating foreign/alien status and true identity for each individual.   A tax return accompanied by one or more W-7 forms cannot be submitted electronically. You can submit it in person at any IRS Taxpayer Assistance Center that performs in-person document reviews; most major cities have such assistance centers, and there is at least one center in every state.   You can also submit tax returns with W-7 forms by mail to:   Internal Revenue Service ITIN Operation P.O. Box 149342 Austin, TX 78714-9342   According to the IRS, it takes 6 to 10 weeks to obtain an ITIN. An ITIN will expire at the end of the current year if it is not used on a federal tax return in the last 3 years.   A dependent with an ITIN may qualify for a Credit for Other Dependent.  A dependent with an ITIN do not qualify for the Child Tax Credit or the Earned Income Tax Credit.   See also here.

They are asking for the acquisition date as defined by the IRS which is when you enter a “written binding contract” and “make a payment”.   i think both of those dates are on the Tesl form for this reason

Provided you haven't filed your return, you can change your dependents information in Personal Info.    On the center menu select Personal Info and Click Review Edit. Your information, and your families will be displayed. To change Your Personal information: Click the arrow on the right. Then select [Revisit]. To correct a spouse or child: Select [Review]. Go through the interview to make any changes. To [Add another dependent] click the box with the same name.

I am not that versatile in the computers and do not feel comfortable messing with it. The question was if anybody was successful in restoring number of actual activations? - not the fake ones TurboTax forced you to do. Also, from the thread I understand that this is persistent Turbo Tax issue that goes back at least 6 years. This is question to Turbo Tax support: why the issue has not been fixed and the tech support is mediocre (to say the least) in their knowledge of the issue and how to resolve it?