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23m ago
[Deleted] I now see that you found the Form 1099-R.
23m ago
Thanks for your help. Found the1099R on the Voya website.
23m ago
Yes, the IRS accepts many different ways to pay your tax due. See How to Pay Taxes for more info.
TurboTax offers several options as you work on e-filing your return, but you cannot combine met...
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Yes, the IRS accepts many different ways to pay your tax due. See How to Pay Taxes for more info.
TurboTax offers several options as you work on e-filing your return, but you cannot combine methods. If you want to use both a credit card and a paper check, you may wish to skip any of the methods in TurboTax and choose "I'll pay by check." Then you can mail a check (must be postmarked by the filing deadline) and/or call the IRS to pay the balance with a credit card.
24m ago
It sounds like the upload may not have transferred all of the information properly. First try deleting your Form 1099-B and uploading it again.
If the import feature in TurboTax is not working ...
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It sounds like the upload may not have transferred all of the information properly. First try deleting your Form 1099-B and uploading it again.
If the import feature in TurboTax is not working properly for you. The easiest way to input this information is to sort it by summarizing the sales section totals instead of entering each trade.
To do this, separate the section totals into their respective categories based on your 1099-B, for example:
Short-Term Covered: (Box A) Basis was reported to the IRS
Short-Term Non-Covered: (Box B) Basis was NOT reported to the IRS
Long-Term Covered: (Box D) Basis was reported to the IRS
Long-Term Non-Covered: (Box E) Basis was NOT reported to the IRS
You only need to make one entry for each category that has totals. For example, if you only have have Box A and Box D transactions, you only make 2 entries.
Click on Wages & Income
Select Add more income
Scroll down to Investments and Savings and click down arrow
Select Stock, Crypto...(1099-B...)
Select Add investments, Add a different way
Select Stock, Bonds, Mutual Funds (1099-B)
Enter brokerage information, then Continue
In the "Tell us about the sales..." section, answer those questions, then Continue
In the "Now choose how to enter your sales", select Sales section totals, Continue
Enter the Total Proceeds and Total Cost Basis for your first category
Note: If you need to adjust the basis, click on the box below the sales section, I need to adjust my total cost basis
Repeat for any other categories (Boxes B, D or E) that appear on your statement
Because you are summarizing, the IRS requires the specific transaction details. After you e-file, TurboTax will generate Form 8453. You must mail this form to the IRS along with a copy of your 1099-B within 3 business days after your return is accepted.
24m ago
Currently, TurboTax only give me the option to enter the 1099-DA section (where I enter details from that form) once I select digital asset.
Topics:
24m ago
wrong. they are asking for a 5 digit pin. Not 6
26m ago
New Jersey uses the entirety of your federal income to compute the tax on whatever income you have there. The way they do it is to look at your entire amount of income and figure out what the tax on...
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New Jersey uses the entirety of your federal income to compute the tax on whatever income you have there. The way they do it is to look at your entire amount of income and figure out what the tax on that would be if you were a New Jersey resident. Then they figure out what percentage of that income was earned in New Jersey or from New Jersey sources. Then they take that percentage of the large tax amount.
Some states only look at the income that you earned from that state's sources and then you get standard deductions and whatnot. New Jersey is not that way.
So when you are looking at the income summary page it may be that what you are seeing is the amount that New Jersey is using to compute the tax and not the amount that New Jersey is actually taxing.
26m ago
Topics:
27m ago
You should use your new/current address in the personal information section of TurboTax to ensure you receive IRS correspondence.
While the 1099-R form itself shows your old address, you shoul...
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You should use your new/current address in the personal information section of TurboTax to ensure you receive IRS correspondence.
While the 1099-R form itself shows your old address, you should enter the box numbers (amounts) exactly as they appear on the form.
It is acceptable for the address on the 1099-R to differ from the address on your tax return. The address on your tax return and the address on the Form 1099-R do not have to match. The address on Form 1099-R has no effect on your tax return.
Make sure to enter the financial figures (Box 1, 2a, 4, etc.) exactly as shown on the form.
To get back to these screens in TurboTax to review your entries you can:
Click on Search at the top right of your TurboTax screen
Type Form 1099-R in your search box
Click on the link Jump to Form 1099-R
You will be able to review your Form 1099-R entries.
For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"
Please return to Community if you have any additional information or questions and we would be happy to help.
27m ago
Check here to find your filing status:: How to Check your E-file Status
27m ago
The agree box is too far down my screen to access it. How do I sign?
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27m ago
If you were required to take an RMD in 2025, your financial institution(s) should have provided you with Form 5498 (IRA Contribution Information). Your required minimum distribution (RMD) amount will...
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If you were required to take an RMD in 2025, your financial institution(s) should have provided you with Form 5498 (IRA Contribution Information). Your required minimum distribution (RMD) amount will be shown in Box 12b.
Here is IRS information on RMDs:
Retirement plan and IRA required minimum distributions FAQs
28m ago
Is it necessary to file another paper to fix this? Will they flag my return? What should I do?
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28m ago
Yes, this number can be anything.
29m ago
In order to print all forms and worksheets using Mac, it usually works well to print to PDF first.
Select File from the top par menu, then Print
Next, you can select whether to print Fede...
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In order to print all forms and worksheets using Mac, it usually works well to print to PDF first.
Select File from the top par menu, then Print
Next, you can select whether to print Federal or Stat, and whether to print return only recommended forms and worksheets or all of them.
When the print preview appears, select PDF
Since you are getting a "something went wrong" message, something may be going on with your computer or your internet connection.
Please see this TurboTax help article for troubleshooting steps for the Mac version.
You can also force your Mac to shut down if the program is "stuck". To force a Mac to shut down, press and hold the Power button or use the keyboard shortcut Control + Option + Command + Power until the screen goes black.
Make sure you have all of the program updates as well. To update the Mac version of TurboTax:
Hover your cursor over "TurboTax 2025" on the very top bar menu next to the Apple logo.
Select Check for Updates from the drop-down menu.
You will then see either a message "TurboTax is up to date" or instructions to run the update.
@atteberryphd
29m ago
Hi. Nothing is showing up on Schedule 1 line 1r even the the excess is for room and board and should be taxable.