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From TT's Unsupported Calculations:   If there is passive category income that is treated as general category income because it is high taxed (HTKO), you must read the IRS Form 1116 instructions for line i and lines 2-5 and 13 on how to enter this income and the related foreign tax. Amounts automatically calculated on these lines must be overridden.   The demo is limited to using the standard deduction.

"the "taxable amount" in box 2a should be listed as "taxable" on line 5b on the 1040!"   If direct rollovers paid to the traditional and Roth IRAs were scheduled to be made at the same time, the taxpayer is permitted to select how the pre-tax portion is allocated between the traditional and Roth accounts.  TurboTax cannot automatically split the rollovers without the additional information from the taxpayer indicating how to split the gross amount and the taxable amount between the rollovers.  TurboTax obtains this additional information by requiring the user to enter each of the rollovers as a separate Form 1099-R.  This is not a bug, it's a design choice intended to avoid an overly complicated user interface that would serve to confuse most users because most user's code-G Forms 1099-R report rollovers only to a single destination.   Your suggestion that a distribution split between traditional and Roth accounts should be taxable to the extent shown in box 2a of the Form 1099-R, doesn't make any sense.  The only reason that I can see where it would be beneficial to roll any of the after-tax portion over to the traditional IRA is if you expected the traditional IRA to lose value between the time of the rollover and the time the funds are distributed from the traditional IRA, but then why would you invest in something in the traditional IRA that you expected to lose value.  It doesn't make sense to invest in a traditional IRA in a way that you expect would cause the traditional IRA to lose value.

You can delete the unwanted form 1099-K as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1099-K in the list and delete it  

If the IRS gave you a deposit date of April 6, 2026 and you still don’t have it, a few common issues could be:   Bank account information was incorrect There was an offset for debts (student loan, taxes, child support, etc) You can contact the IRS directly for more information. 

First, it sounds like something got stuck. You can try these things below. Then when you open your return, go to the My Information tab and check the box that someone is claiming you. You can then resubmit the efile.   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it. Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Para recuperar una copia de tu declaración de impuestos de 2024 en TurboTax, sigue estos pasos: 1. En TurboTax, ve a Tus declaraciones y documentos fiscales y selecciona el año 2024. 2. Descarga o imprime tu declaración en formato PDF. Además, puedes obtener una copia de tu declaración de estas formas: Solicitar una transcripción gratuita en línea o por correo: La transcripción muestra la mayoría de los datos de tu declaración y está disponible para los últimos cuatro años fiscales sin costo. Enviar el Formulario 4506 al IRS: Esto es para obtener una copia oficial completa de tu declaración. La copia oficial cuesta $50 y puede tardar varias semanas en llegar. Estas opciones te permiten tener acceso a tu información fiscal incluso si no puedes acceder a TurboTax directamente.

After you enter the Form 1099-MISC you will see questions used to determine how the income is treated. When asked, you need to indicate that you did not have a profit motive for the income, it was not associated with your main job and you only received the income in the current year. That way the income will not be treated as self-employment income and the Schedule C will not be created.

Do I need to file an extension for my personal state taxes?     Remember, an extension gives you more time to prepare your taxes, but it doesn't extend the time to pay your taxes.  If you have an indication that you will owe taxes, you should make the payment by the original due date of the tax return to avoid additional interest and penalties.   

What do you mean by attaching a link to schedule C?  The best way to enter the 1099-K if you are self-employed is to go to the business income section and enter it there.     To enter your self-employment income select the following: Federal Income and Expenses Show More next to Self-Employment Start next to Self-Employment Yes, to you have any self-employment income or expenses Enter the type of self-employment work you do and you can select that you use your name for your business Click through a few more screens and you will get to a screen that says "Your XX info" Click Looks good Then you will come to a screen that says Let's enter the income for your business.  It will give you the option of 1099-NEC or Other self-employed income including the 1099K , cash and checks.  If you do not select one, it will not let you enter your income Enter your self-employment income on the next screen Continue and on the next screen click add expenses * Please note navigation may differ slightly depending on which version of TurboTax you are using* The income and expenses as an independent contractor  will be reported on Schedule C which is part of your overall tax return. This also means you will be subject to the 15.3% SE Tax.  If you did not pay Self Employment (SE) Taxes in 2025, and if you plan to do this again in 2026, it may be a good idea to make estimated quarterly payments to avoid penalties. Taking Business Expense Deductions  

Si tu esposa tiene un ITIN (Número de Identificación de Contribuyente Individual) en lugar de un SSN, puedes ingresarlo en TurboTax donde se solicita el número de Seguro Social del cónyuge. Pasos para presentar declaración con cónyuge que tiene ITIN: 1. Cuando ingreses la información de tu esposa, en el campo de SSN escribe su ITIN. 2. Verifica que la opción "Mi cónyuge fue extranjero no residente durante todo el año 2025" esté seleccionada si aplica. 3. Continúa llenando la declaración normalmente. 4. TurboTax te permitirá presentar la declaración aunque el cónyuge no tenga SSN, siempre que uses el ITIN. El ITIN es aceptado por TurboTax como sustituto del SSN para efectos de declaración de impuestos federales.

You do not have to file if your income is below the filing threshold, however, you if you want to claim the EITC and get a refund, you would need to file a return.   Are you saying it was rejected due to the EIC or something else?

Para mirar el estado de tu reembolso de impuestos federales (taxes) de EE. UU., utiliza la herramienta oficial ¿Dónde está mi reembolso? en IRS.gov o la aplicación IRS2Go. Necesitarás tu número de Seguro Social, estado civil y el monto exacto del reembolso. La información se actualiza cada 24 horas y generalmente está disponible 24 horas después de presentar electrónicamente

You would need to contact Covered CA to get your 1095-A if you did not get one. Then you can add the 1095-A on your return by selecting the following: Federal Deductions and Credits Medical 1095-A

TurboTax requiere un número de Seguro Social (SSN) válido para todas las personas que incluyes en la declaración, incluyendo cónyuges. Si tu esposa no tiene SSN, es probable que necesites un Número de Identificación de Contribuyente Individual (ITIN) para poder reportarla en la declaración. Sin un SSN o ITIN válido, TurboTax no permitirá avanzar con la información de tu esposa. Si tu esposa no tiene ITIN, normalmente debes solicitar uno mediante el Formulario W-7 del IRS antes de completar la declaración conjunta. Verifica que estás ingresando la información correctamente y considera el requisito de ITIN para el cónyuge sin SSN.