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yesterday
1 Cheer
"Merrill" was added to the import list earlier and others have now reported success with that source.
yesterday
1 Cheer
That's what I told my husband tonight - we've got the 1098-T, and the billing statements from the school, and the spreadsheet our daughter was keeping with grocery expenses, and the bank statements s...
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That's what I told my husband tonight - we've got the 1098-T, and the billing statements from the school, and the spreadsheet our daughter was keeping with grocery expenses, and the bank statements showing what we paid the school and the apartment complex. So if the 529 fund (or the state that sponsors it) or the IRS come(s) back to us asking to prove they were qualified expenses, we've got the details. We don't need the TT worksheet.
yesterday
In the section for "Expenses and Scholarships (Form 1098-T)" there is a screen titled
"Did you have any of these common situations in 2025?'"
Select "Had education expenses other than tuition"
...
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In the section for "Expenses and Scholarships (Form 1098-T)" there is a screen titled
"Did you have any of these common situations in 2025?'"
Select "Had education expenses other than tuition"
Continue to the "Time to enter education expenses" screen
Enter the cost of the computer in the "Optional books and materials from the school" field.
The wording can seem a bit confusing, but this is where that type of expense gets reported.
yesterday
1 Cheer
Agree with everything that’s being said. Particularly allowing the filing of an incomplete return. Don’t mean to be vindictive, but I have signed up for H&R Block and this function works seamlessly. ...
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Agree with everything that’s being said. Particularly allowing the filing of an incomplete return. Don’t mean to be vindictive, but I have signed up for H&R Block and this function works seamlessly. I did have to enter all the rental info ( fortunately I only have 1 rental unit), but it took no time to complete and filing is less expensive. A few differences, some better and some worse compared to TurboTax.
yesterday
I was able to delete the Form for a charitable donation that I could not edit and then create a new Form for the donation. However, once I closed the new Form I could not open it again and further e...
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I was able to delete the Form for a charitable donation that I could not edit and then create a new Form for the donation. However, once I closed the new Form I could not open it again and further edit it. I had the same issues with the 1099R form. This appears to be a software issue that needs to be fixed. I down loaded Turbo Tax onto my computer.
yesterday
1 Cheer
there are many threads on this - others have reported success using "Merrill" which was added to the import list this evening.
yesterday
Thank you so much for the clarification! Puts my mind at ease!
yesterday
This is a concern for a LOT of people. PLEASE check me out that this is correct. We aren't donating houses, a Rembrandt painting or gold. We just donated clothing, household items, building material...
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This is a concern for a LOT of people. PLEASE check me out that this is correct. We aren't donating houses, a Rembrandt painting or gold. We just donated clothing, household items, building materials, etc. Give in groups with a group value of less than $500. Keep an itemized list of all items, use an online Goodwill Industries list for a fair value of the items. You can make multiple donations but keep it under $500 per donation and you won't have to fill out an extra form with your IRS taxes. Under $500 should keep you from having to fill out Fair Market Value questions. I feel the majority of people will fit in this under $500 donations area. Rules change if you get over $500. I hope this is verified and that it helps!
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yesterday
1 Cheer
I was able to get it to work last year too, so I was sure I had to be doing something wrong this time. So I spent the entire weekend trying to figure out what I did last year to get it to work, but ...
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I was able to get it to work last year too, so I was sure I had to be doing something wrong this time. So I spent the entire weekend trying to figure out what I did last year to get it to work, but it seems that the interview question just isn't there. I did the forms override, and it worked, but that keeps e-file from working. After a deep dive, guided by posts on this board, it turns out that the 1099-Qs don't even get submitted to the IRS with your return. TT just asks for the info and saves it on a worksheet for your records. So, assuming all the money was spent on qualifying expenses, it seems to make perfect sense to not include them. The IRS doesn't see it anyway, unless you get audited, in which case you would need to demonstrate that the withdrawal was spent on qualified expenses no matter how you did it.
yesterday
Where is my AGI 2024?
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yesterday
1 Cheer
It begins January 26. Seeing a "blank" transcript (often labeled "N/A" or "No return filed") is completely normal during the first 10–14 days of processing.
Your transcripts will actually upda...
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It begins January 26. Seeing a "blank" transcript (often labeled "N/A" or "No return filed") is completely normal during the first 10–14 days of processing.
Your transcripts will actually update before the "Where's My Refund?" (WMR) tool does. Watch for a "Cycle Code" and "846 Refund Issued" code on your Account Transcript—that is the most accurate sign that your money is on the way.
Since your clock started on Jan 26, your 21-day window ends on February 16. However, because February 16 is Presidents' Day (a federal holiday), the IRS likely won't update or fund until the 17th or shortly after.
@txgirl
yesterday
If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax...
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If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.
yesterday
I already answered much of this. I clearly stated I am NOT PATH and that I had been checking my WMR, so I know how to do all of the things you have said.
yesterday
Yes. Once you stop working for a Wisconsin Retirement System employer, federal law requires you to begin receiving your benefit payments by a certain date, depending on your age. This is called a re...
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Yes. Once you stop working for a Wisconsin Retirement System employer, federal law requires you to begin receiving your benefit payments by a certain date, depending on your age. This is called a required minimum distribution (RMD). If she met this requirement, she can indicate in TurboTax that she is receiving the RMD. See Required Minimum Distribution.
yesterday
Looking for help with ensuring WI state gets 1099R distribution from my input in federal. The 1099R is blank in lines 15 and 16 and when I reached out to the institution, they indicated that this is...
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Looking for help with ensuring WI state gets 1099R distribution from my input in federal. The 1099R is blank in lines 15 and 16 and when I reached out to the institution, they indicated that this is correct and that when I get to TurboTax WI state, it will have me enter the 1099R distribution. Any help is appreciated.
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yesterday
Any idea, when exactly this form will be available?
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yesterday
note if you have multiple types of income on the same 1099-INT - Box 1,3,8 then you need to input the box which has the accrued paid as a separate 1099. Turbotax doesn't know how to allocate adjustm...
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note if you have multiple types of income on the same 1099-INT - Box 1,3,8 then you need to input the box which has the accrued paid as a separate 1099. Turbotax doesn't know how to allocate adjustments and will apply it across all the boxes unless you split it up. also if the next interest coupon after a 2025 purchase falls in 2026 then the accrued would be applied to your 2026 taxes to line up with the income, in this case you have to track and carry it over. depending your brokerage they may just give you a report of accrued you paid in 2025 but no guidance whether they applied to a 2025 coupon or not.
yesterday
All SSA-1099 forms get entered in the same place:
Navigate to the Social Security benefits section:
TurboTax Online/Mobile: Go to the Social Security benefits screen under Wages & In...
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All SSA-1099 forms get entered in the same place:
Navigate to the Social Security benefits section:
TurboTax Online/Mobile: Go to the Social Security benefits screen under Wages & Income.
TurboTax Desktop: Search for Social Security benefits and then select the Jump to link or,
Go to Federal Taxes.
Go to Wages & Income.
If asked, How do you want to enter your income?, select I'll choose what I work on.
Under Retirement Plans and Social Security, select Start or Update next to Social Security (SSA-1099, RRB-1099)
On the screen Did you receive Social Security or Railroad Retirement benefits in 2025? answer Yes and select Continue.
On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
Select Continue and follow the onscreen instructions.