turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

@Jamiecwilson  ensure you answered "Yes" to "Is this loan secured by a property of yours?" and that the lender's info is correct. If using Desktop, use Forms Mode to enter it directly on Schedule A, ... See more...
@Jamiecwilson  ensure you answered "Yes" to "Is this loan secured by a property of yours?" and that the lender's info is correct. If using Desktop, use Forms Mode to enter it directly on Schedule A, line 8b. Verify that total itemized deductions exceed the standard deduction. Yes, in 2025 homeowners can deduct interest on up to $750kof mortgage debt ($375,000 for married filing separately) for a primary or second home, provided they itemize deductions. Loans taken out before December 16, 2017, are grandfathered at the previous $1 million limit. Home equity loan interest is only deductible if used to improve the home,   Also have you updated your turbotax if using desktop?
Dear Turbotax, I just spent 5 hours working on my 2025 return in TT Home & Business desktop version, only to be shocked to discover that it cannot be saved due to Error message 567812 that's being d... See more...
Dear Turbotax, I just spent 5 hours working on my 2025 return in TT Home & Business desktop version, only to be shocked to discover that it cannot be saved due to Error message 567812 that's being discussed in this thread but sadly with NO RESOLUTION because all the LINKS/PAGES offered up do NOT work (page not found, cannot be open, etc...) Can someone at TT please take a look at this unbearable situation and provide a real and timely solution ??? Thank you
How do I secure my account ? How do I sign out?
@fatman--61 Either search for "SSA-1099" in the search bar, click the "Jump to" link OR  Navigate to Federal > Wages & Income > Retirement Plans and Social Security, select "Start" next to Social S... See more...
@fatman--61 Either search for "SSA-1099" in the search bar, click the "Jump to" link OR  Navigate to Federal > Wages & Income > Retirement Plans and Social Security, select "Start" next to Social Security (SSA-1099), and enter the form details.
Spent an hour manually entering all of my T5008 data using my 'online' Turbotax version, as the CRA numbers aren't complete, and it didn't seem like the results were showing up on my income form. Had... See more...
Spent an hour manually entering all of my T5008 data using my 'online' Turbotax version, as the CRA numbers aren't complete, and it didn't seem like the results were showing up on my income form. Had to download the CRA T5008 data, which did show up on the income, then adjust all of those entries. I couldn't check my work like I used to when using the download (forms) version. What a waste of time.  P.S. Turbotax pushed the 'online' version through an email sales pitch. Wish I had never received that email.
TurboTax ESPP prompts correctly gather the information from the ESPP purchase to allocate the W2 ordinary income and capital gains.  What I can NOT find is where to show the sales commission Schwaub ... See more...
TurboTax ESPP prompts correctly gather the information from the ESPP purchase to allocate the W2 ordinary income and capital gains.  What I can NOT find is where to show the sales commission Schwaub charges and as it was a crazy $25 I need to get it in.  Schwaub reported GROSS proceeds not Net.  On the entry form for the 1099-B the "Proceeds" info popup says there will be a field later to enter sales commissions.  I have gone all the way through the ESPP prompts and while it asks for possible commisions on the ESPP purchase (there is none) it never asks for the sales commission.  I have also been digging through the forms but I can not find it.  Please help.  
@Anna501   Seems your NY employer still had you assigned as a NY employee and allocated to the NY office.  As you moved for your own convenience and not that of your employer, NY may tax all your inc... See more...
@Anna501   Seems your NY employer still had you assigned as a NY employee and allocated to the NY office.  As you moved for your own convenience and not that of your employer, NY may tax all your income as a non-resident unless you met the Convenience of employer tests and/or NEVER went to the NY office at all nor were you required to ever go to NY.  If your contract never required you to enter the NY Office and you never went to NY, you may have a valid argument to not owe NY taxes.  Now that you have been officially assigned to the Texas office, this would no longer occur.  Unless your work contract met the rules, you would owe NY Non resident taxes as you were employed by a NY entity.  So read the rules, if you still feel your work contract met them, you may expect a NY audit and have complete documentation.  For more reading on a complex situation and all the applicable rules NY UPDATED CONVENIENCE RULES  To get a refund, you would have file a non-resident NY tax return  and if you feel you met the rules, allocate all income out of NY. 
My consolidated tax documents has a supplemental Information section that is "not reported to the IRS" and it shows Accrued Interest Paid on Purchases. From what I am reading here and on IRS.gov I sh... See more...
My consolidated tax documents has a supplemental Information section that is "not reported to the IRS" and it shows Accrued Interest Paid on Purchases. From what I am reading here and on IRS.gov I should reduce the interest on the short-term treasury bonds. Is that correct? Also, in 2024 this showed up for the first time and I didn't think it mattered, but I had no bond interest that year. Can the Interest paid on purchases in 2024 and 2025 be subtracted from the interest shown on the 1099-INT? 
complete form 172 this is for your use in 2026 since Turbotax does not compute NOL and there are some items that can affect the proper computation   the IRS will require this form when you file 2... See more...
complete form 172 this is for your use in 2026 since Turbotax does not compute NOL and there are some items that can affect the proper computation   the IRS will require this form when you file 2026 so do it now so you don't end up surprised next year.    https://www.irs.gov/forms-pubs/about-form-172 
if you'tre uing ither than the premium version, you'll need to upgrade to enter the k-1. 
you must have been using a desktop version in the past. with online - no overrdes - they'll prevent e-filing, and the accuracy guarantee is void   tell us what you're trying to adjust on schedule... See more...
you must have been using a desktop version in the past. with online - no overrdes - they'll prevent e-filing, and the accuracy guarantee is void   tell us what you're trying to adjust on schedule 1. We should be able to tell you how to do it properly so you can e-file and have the accuracy guarantee. 
I thought I was about finished but noticed that my wifes SSA-1099 Information was missing and I can't figure out where to go back to put it in? Please, someone help me?
nope. you use the AGI from your 2024 return which, if you didn't file, is zero. If this is your first filing and you're not 16 you can't e-file.     if you file your own return, make sure that if... See more...
nope. you use the AGI from your 2024 return which, if you didn't file, is zero. If this is your first filing and you're not 16 you can't e-file.     if you file your own return, make sure that if your parents can claim you as a dependent, you indicate this in the info section  you may be subject to the kiddie tax if all four of these conditions apply. If you are, you'll need info from your parents' return to complete  Form 8615 - you're filing your own return. If you don't have earned income (wages or self-employment income, it may be possible for your parents to report your unearned income on their return using Form 8814.    1) you don't file a joint return 2) one or both parents are alive on 1231/2025 3) your unearned income for 2025 exceeds the threshold and you have positive taxable income  for the year 4) you fall under one of the age rules below a) <18 -always applies b) 18your earned income < or = 50% of your support c) 19-23your a full-time student aand your earned income is < or = 50% of your support d) >23  - doesn;t apply   tthrehiold unearned income > $1350