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Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

You can link account and enter manually without losing information.   Business use of home expenses are completely separate from your ordinary and necessary business expenses. These expenses, like utilities, etc., will be entered in a separate section.  Quick Links for Self-employed & Gig Workers!

If you used TurboTax last year and mailed in your return, there will still be a record of it. You will have to use the same user ID.   Steps to Access Your Previously Filed Return Sign into TurboTax Go to Tax Home Scroll down to the Your tax returns & documents section. Download/Print:  Select the tax year (e.g., 2024) and  Choose Download/print return (PDF).  If you cannot find your return, ensure you are using the same user ID used to file, as TurboTax online accounts are specific to one user.   

No, you generally cannot deduct those expenses to offset your rental income. By renting to your niece at below the FMV, the IRS treat this as Personal/Not-for-Profit. You report ‌income, but cannot deduct operating expenses or depreciation.   While you can't deduct the lawn maintenance, you can still deduct "ownership" expenses that any homeowner would be allowed to claim, provided you itemize your deductions on Schedule A:   Mortgage Interest: The portion of interest allocated to the rental period. Property Taxes: Your state and local tax deduction (subject to the $40,000 SALT cap in 2025).

Hey Amy. Thanks for the reply. Not sure I'm understanding your note. To another user's comment in this thread, it does seem like TurboTax is confusing itself on definitions. Wording aside, if you look at what I noted, Turbotax is noting "Maximum allowed to qualified plans" is $36,162. I see they got this value on the Keogh, SEP, Simple Contribution worksheet, by using the formula (Net Income - 1/2 SE)*20%. This is what I know to be true when it comes to allowed employer contribution. So confused when I have $23,500 for roth, on later screens it notes $12,622 as the amount to be contributed. Roth is not deductible, so unclear what it's logic is. 

The updated 1040 is part of the amendment. Do you 2 blank pages at the beginning? If so, that is related to the acrobat adobe pdf software loaded on your computer. You may need to update your adobe software.   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 

I think not.  The issuer of the IRS form 1099-DIV is charged with determining whether the transaction reported meets the requirements of a qualified dividend.   Are you referring to dividends that have not been reported on an IRS form 1099-DIV?  Or do you have information about a specific investment?  Please clarify.   If so, Instructions for IRS form 1099-DIV may be found on page two:   Qualified Dividends    Except as provided below, qualified dividends are dividends paid during the tax year from domestic corporations and qualified foreign corporations.    Exceptions   The following dividends are not qualified dividends.....

I would enter $xx3 in box 1, xx1 in  box 2 and xx2 in box 3. But if you're really afraid that will upset the IRS (since box 2 is the potentially taxable amount), put xx2 in box 2 and xx1 in box 3. Either way, any resulting tax calculations will never be off by more than $1. But, in the 2nd example the $1 will be in the IRS's favor. 

Yes, TurboTax Business supports these filings, but they are handled in different sections of the software because they serve two different purposes.   The "65-day rule" allows you to treat a distribution made in early 2026 as if it happened on December 31, 2025. How TurboTax handles it: You do not need Form 1041-T for the 65-day rule itself. Instead, you simply check a box on Page 3 of Form 1041 (under "Other Information," Question 6).    In TurboTax Business, go to the Federal Taxes tab > Other > Elections. Look for the checkbox that says: "Check this box if the trust is making a Section 663(b) election."   You only need to file Form 1041-T if the trust made estimated tax payments during the year and you now want to "give" those tax credits to the beneficiaries so they can use them on their own 1040 returns. While Form 1041-T also has a 65-day filing deadline (March 6th for calendar year trusts), it is a separate election (Section 643(g)).    In TurboTax, this is usually found under the Federal Taxes tab > Deductions > Estimated Taxes. 

There are several possible solutions to correct this. Double check that your credit card billing address matches your "My Info" section exactly.   Clear your browser's cache and cookies,  Switching to a different web browser Use Incognito/Private mode. Top right, 3 dots; third item  New Incognito Widow. 

@user17744006232 Unfortunately, there is no option to remove or upgrade this service once it is added. In Turbo Tax, you can select "No Thanks" to bypass the upgrade page. Once you choose to add that service and upgrade, it will automatically upgrade the product based on your selection/choice.  To switch to a different version without upgrading, restart your return. If you have not used the expert help, please contact our product support or submit a partial refund request via this form: https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/taxation/get-refund-turbotax-product/L0GFPCPaC_CA_en_CA  

 TurboTax only generates the screens for the people you tell it to. If it's skipping you, the "Taxpayer" box is likely unchecked.   Go to Deductions & Credits. Scroll down to Retirement and Investments and click Revisit/Start next to Traditional and Roth IRA Contributions. You will see a screen titled: "Tell us about your IRAs" or "Select the kinds of IRAs owned or contributed to." Crucial: Look at the list. There are usually two columns (one for you, one for your spouse). Make sure the box for Traditional IRA (or Roth, if applicable) is checked in your column (the Taxpayer column). Click Continue. The software should now run the interview twice—once for you, and then once for your spouse. @katinfoco