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14m ago
Edit/revisit/ update the business. When you look at the summary, look for vehicle, edit, enter vehicle information and the miles. If you need extra time, filing an extension by April 15, 2026, mov...
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Edit/revisit/ update the business. When you look at the summary, look for vehicle, edit, enter vehicle information and the miles. If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date. Pay through either Direct Pay or your individual online account
14m ago
To resolve a TurboTax penalty for a missed Required Minimum Distribution (RMD), first verify your total RMD due by December 31, 2025. A penalty only applies if your total distributions fell short of ...
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To resolve a TurboTax penalty for a missed Required Minimum Distribution (RMD), first verify your total RMD due by December 31, 2025. A penalty only applies if your total distributions fell short of this amount. If your total distributions from your other 1099-Rs equaled or exceeded your RMD, you can clear the penalty in TurboTax.
To correctly enter your Form 1099-Rs and report your RMD, follow these steps:
First, delete the Form 1099-R and also delete any Form 5329:
In TurboTax Desktop, select the form then click Delete Form at the bottom left
In TurboTax Online, on the left panel, click on the down arrow to open more options
You may have to scroll down a little to view the Tools option below
Click on Tools, then Delete a form (Usually the third option down)
Scroll down to delete Form 1099-R and then delete Form 5329-T (and 5329-S, if applicable)
Next, if one of your 1099-Rs covers your entire RMD, you can use it to satisfy reporting your full RMD as follows:
Return to Income, then click the down arrow to the right of Retirement Plans and Social Security
Select IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section
Click on +Add a 1099-R and input the 1099-R from which you took your entire or partial RMD
Click Continue as you complete the interview entries
"Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your total RMD (no extras) that was due by December 31, 2025, Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your total RMD (no extras) that you entered in the prior screen, Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire amount...", or "Some of this distribution..."
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)
If one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 4 above and just Continue through the remaining questions.
14m ago
I was having same issue in 2025 home and business version. #1 Under Sale of Business Property it shows $153,000 for a rental that I sold but choosing "Update" never showed the entries. The sectio...
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I was having same issue in 2025 home and business version. #1 Under Sale of Business Property it shows $153,000 for a rental that I sold but choosing "Update" never showed the entries. The section only allowed new sales to be entered #2 I Tried deleting form 4747 directly but it would not delete. I found that I had previously gone to my Rental and Royalty Summary ->my rental property -> under "Sale of Property/ depreciation", and then "asset summary", I had marked the property's depreciation item as sold with associated entries for date sold etc. Anyway, once I manually cleared the fields, then form 4747 and and amount previously shown under " Sale of Business Property " were also cleared and tax was recalculated. This seems like a bug. If form 4747 exists, it should be editable or delete-able
14m ago
LIVE ASSISTED
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm
FULL SERVICE
https://turbotax.intuit.com/personal-taxes/online/live/full-service/
Or….Post cl...
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LIVE ASSISTED
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm
FULL SERVICE
https://turbotax.intuit.com/personal-taxes/online/live/full-service/
Or….Post clearly worded, very specific complete questions here in the user forum. We cannot see your screen or your tax return.
15m ago
Yes, if you're using TurboTax Online and have already filed, the left-side navigation menu no longer appears; you only see it when you're in your return.
At the Home page, scroll down to 'Tax R...
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Yes, if you're using TurboTax Online and have already filed, the left-side navigation menu no longer appears; you only see it when you're in your return.
At the Home page, scroll down to 'Tax Returns and Docs' to see your returns/filing status.
@galen_plourde
15m ago
I have input my social security number
Topics:
15m ago
If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099. So delete it and enter it in the right place. Enter a SSA-1099, SSA-1099-SM...
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If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099. So delete it and enter it in the right place. Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button After you enter it keep going. There are follow up questions you need to answer. Especially the next screen asks if you lived in a Foreign country. Should be No.
15m ago
I have the same issue. I might have file vis hard copy.
15m ago
Thank you very much for the detailed reply. I have two follow-up questions, mainly because I want to make sure the reporting method matches the IRS form layout. First, regarding Form 8833 and pa...
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Thank you very much for the detailed reply. I have two follow-up questions, mainly because I want to make sure the reporting method matches the IRS form layout. First, regarding Form 8833 and paper filing: my understanding from IRS Pub. 519 is that there is an exception for income of students/trainees/teachers, and that this includes taxable scholarship and fellowship grants. Since this 1042-S is income code 16 and my university confirmed it is treaty-exempt stipend income, could you clarify why you believe I would still be required to file Form 8833 and mail the return in this case? I have copied the exception statement from the IRS website below: Exceptions. You do not have to file Form 8833 for any of the following situations. 1. You claim a reduced rate of withholding tax under a treaty on interest, dividends, rent, royalties, or other FDAP income ordinarily subject to the 30% rate. 2. You claim that a treaty reduces or modifies the taxation of income from dependent personal services, pensions, annuities, social security and other public pensions; or income of artists, athletes, students, trainees, or teachers. This includes taxable scholarship and fellowship grants. Second, regarding where to enter the income in TurboTax Desktop: if I enter both the positive 1042-S amount and the negative treaty adjustment in Other Reportable Income / Miscellaneous Income, wouldn’t both entries go to Schedule 1 line 8z? My confusion is that Schedule 1 line 8r is specifically for scholarship and fellowship grants not reported on Form W-2. Since my 1042-S is code 16 scholarship/fellowship income, I am wondering whether the positive amount should appear on line 8r, with only the treaty-exempt negative adjustment on line 8z. I do have a 1098-T, but this Summer 2025 stipend appears to be separate from my 1098-T Box 5. I also tried the Education / 1098-T section in TurboTax, but it seems geared toward education credits and tells me not to include amounts already shown on another tax form, which made me unsure whether that is the correct place for this 1042-S income. Many thanks for your help.
15m ago
It depends. If this is a net operating loss (NOL) carryover.
A NOL is an overall income loss, in other words your taxable income for the year if a negative amount. A NOL cannot be carried back,...
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It depends. If this is a net operating loss (NOL) carryover.
A NOL is an overall income loss, in other words your taxable income for the year if a negative amount. A NOL cannot be carried back, only forward. A new Form has been created for use in determining the allowed loss.
Individuals, estates, and trusts use Form 172 to figure the amount of the NOL that is available for carrying back or forward.
NOL carryback eliminated.
Generally, you can only carry NOLs arising in tax years after 2020 to a later year. An exception applies to certain farming losses, which may be carried back 2 years. See section 172(b) and Pub. 225, Farmer’s Tax Guide.
When a net operating loss (NOL) is initially entered into TurboTax Online or TurboTax Desktop it will be incorporate that into the current tax return once you have completed the NOL worksheet(s). It will also know if any of the NOL was used on your tax return. What TurboTax will not do is to calculate an NOL.
To enter the NOL into your tax return in the carryover year use the steps below:
Open your return > Search (upper right) > Type net operating loss > Click the Jump to... link
Continue to follow the screen prompts to enter your carryover NOL
16m ago
Can you clarify what your specific question is please?
16m ago
No marketplace insurance or 1095A
Topics:
16m ago
I think what you mean is that your Social Security Number was used in another filing. This possibly means one of three things.
You were claimed as a dependent by someone else on their tax r...
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I think what you mean is that your Social Security Number was used in another filing. This possibly means one of three things.
You were claimed as a dependent by someone else on their tax return.
Perhaps an ex-spouse filed Married Filing Jointly on their return to claim a bigger refund.
Your Social Security Number was fraudulently used by someone posing to be you.
Here is what you should do.
File by Paper (Immediately)
The IRS e-file system will continue to reject your return, so you must mail a paper return.
Print your completed tax return.
Sign and date it.
Include a brief cover letter or the rejection notice you received.
Pro Tip: Write "Rejected Electronic Return - [Date]" in red at the top of the first page to help the agent processing it understand why you aren't e-filing.
2. Alert the IRS (Form 14039)
You need to officially notify the IRS that you are a victim of identity theft.
Fill out IRS Form 14039, Identity Theft Affidavit.
Attach this form to the back of your paper tax return.
Include a copy of a government-issued ID (like your driver's license or passport) to prove you are who you say you are.
If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.
16m ago
You can find out what bank account and date you used for your payment by looking at your Electronic filing instructions.
You can find your electronic filing instructions as follows:
For T...
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You can find out what bank account and date you used for your payment by looking at your Electronic filing instructions.
You can find your electronic filing instructions as follows:
For TurboTax Online you can
Sign in to your TurboTax account, and
Go to Tax Tools
Go to Print Center
Select return type
Select Print, save or preview this year's return, then
Select to include federal/state returns and worksheets.
If you have already filed: Click on Add a State (you won't actually add one) to re-enter the return and access the Print Center.
Look for your Electronic Filing Instructions
For TurboTax Desktop you can:
Switch to Forms Mode by clicking the "Forms" icon in the top right of your TurboTax screen.
In the left panel, scroll down the list of forms and
Click on Filing Inst page 1 and 2. It will appear in the right panel of your TurboTax screen
Click here for Where can I find my direct deposit account information after I've e-filed?
Please return to Community if you have any additional information or questions and we would be happy to help.
16m ago
Persistent loop preventing me from filing even with all the correct information
Topics:
16m ago
Everything I did is wrong I need help
Topics:
17m ago
This shouldn't be an issue. Where are you seeing this needs to be fixed?
17m ago
Doing my 2025 Taxes and its asking for a TIN number: XX-XXXXXX for a SSA-1099 form. Can I leave it blank or what should I use?
17m ago
Topics:
17m ago
If your SSA-1099 includes an amount that was paid in 2025, but was for a prior year's benefits, then that is what is considered to be a lump sum payment. Lump sum payments would only be allocated to...
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If your SSA-1099 includes an amount that was paid in 2025, but was for a prior year's benefits, then that is what is considered to be a lump sum payment. Lump sum payments would only be allocated to a prior tax year, not the current one (2025)
If everything reported on your 2025 SSA-1099 was for the 2025 year, then you just enter that information on the input screen because it is not considered to be a lump sum.
Take a look at the following TurboTax help article to learn more:
What is a lump-sum Social Security payment?
If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.