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if a payer has no TIN what do I enter
If you're using TurboTax Desktop, the License Code (product key) is registered to your account.  You can open TurboTax and choose 'New Tax Return' from the File link at the top for a family member to... See more...
If you're using TurboTax Desktop, the License Code (product key) is registered to your account.  You can open TurboTax and choose 'New Tax Return' from the File link at the top for a family member to start their return.    All the returns filed from that License Code are under your account.    @tinamcolelpc 
Yes, it is possible to download and print forms from IRS, fill them out and mail them. You would need all of the forms that are affected by the two 1099s, plus Form 1040X, which summarizes all of the... See more...
Yes, it is possible to download and print forms from IRS, fill them out and mail them. You would need all of the forms that are affected by the two 1099s, plus Form 1040X, which summarizes all of the changes and shows any amount due. However, you might decide it is not worth the effort involved - it's up to you.   The IRS uses the Automated Underreporter (AUR) program to compare 1099s against tax returns. Unreported 1099s typically trigger a CP2000 notice requesting payment of additional tax, interest, and potential penalties if applicable.   @jrsbjackson57 
When you enter your rental real estate for the first time, TurboTax will guide you through the screens and ask you about your closing cost.  TurboTax will automatically add the closing costs and sett... See more...
When you enter your rental real estate for the first time, TurboTax will guide you through the screens and ask you about your closing cost.  TurboTax will automatically add the closing costs and settlement fees (recording fees, transfer taxes, title insurance, abstract fees, and any fees that you agree to pay that the seller owes) that are incurred with the acquisition of your rental property to the basis (the investment in your asset) of your rental property.   Go to the Wages & Income Section Select Rental Properties & Royalties (Sch E) Follow screen prompts to add your rental property TurboTax will prompt you to add your income TurboTax will prompt you to add your expenses and assets Select New Rental Property to add the value to be depreciated (have your HUD forms available) You will be able to add the specific closing costs that you incurred that add to the basis of your rental property. Closing costs and settlement fees (recording fees, transfer taxes, title insurance, abstract fees, and any fees that you agree to pay that the seller owes) that are incurred with the acquisition of your rental property are added to the basis of your rental property.   Closing costs that are associated with the acquisition of your loan (for example points) are amortized over the life of the loan.   Refer to the TurboTax article Where do I enter income and expenses from a rental property? and Tax Deductions for Rental Property Depreciation for additional information.  
and just to add you're doing it right in terms of the state entry - you only need to list the %/$ from exempt state(s) and the rest as a total under Multiple States will be taxable.  But you may want... See more...
and just to add you're doing it right in terms of the state entry - you only need to list the %/$ from exempt state(s) and the rest as a total under Multiple States will be taxable.  But you may want to list the territories individually as well though, not sure OR tax code but often those are state exempt e.g. Puerto Rico for some funds can be a big %.
  Error in final page.. Print Return button generates PDF with wrong data. This same errors and wrong data generated when I removed dependent income which is what I want to do. I did this test just ... See more...
  Error in final page.. Print Return button generates PDF with wrong data. This same errors and wrong data generated when I removed dependent income which is what I want to do. I did this test just to catch the bug.   Press Save Return and I get following error. I think Turbotax team should pay me for the software testing.  
It can be corrected easily.  Since this form is available only at the 'File' stage there is no editing.  What are Trump Accounts? There is a link in this article that will take you to the Trump ... See more...
It can be corrected easily.  Since this form is available only at the 'File' stage there is no editing.  What are Trump Accounts? There is a link in this article that will take you to the Trump Account page and the link below.  You can set up an account for your daughter that is eligible for the $1,000.  After you request the account, you’ll get information about activating the account in May 2026.  Accounts are expected to become active starting in July 2026.  Note: We recommend that you record the 5-digit Signature ID (also called Self Select PIN) as it will be used on Form 4547 when creating your Trump Account. It may still be needed even though you are setting it up through the Trump Account website.  
If you started a return in TurboTax Online, and want to transfer it to TurboTax Desktop, click on Tax Tools > Tools in the left-side menu, then choose 'Save your 2025 return to your computer' from th... See more...
If you started a return in TurboTax Online, and want to transfer it to TurboTax Desktop, click on Tax Tools > Tools in the left-side menu, then choose 'Save your 2025 return to your computer' from the pop-up menu.   If you have TurboTax Deluxe already installed, click on the downloaded .tax2025 file and it will open in TurboTax Desktop.   @cjsiegel   
If I understand correctly, $25K of overtime would be tax exempt if married filing jointly. Is that correct ?
child tax credit 2025 children don't qualify
I assume you are referring to the processing fee. To avoid the $40 processing fee, you must pay for your TurboTax software upfront using a credit card, debit card, or prepaid card.    This proces... See more...
I assume you are referring to the processing fee. To avoid the $40 processing fee, you must pay for your TurboTax software upfront using a credit card, debit card, or prepaid card.    This processing fee is charged by a third-party bank to handle the transaction when you choose to have the tax preparation costs deducted from your federal refund. By paying before you file, you skip the bank's "Refund Processing Service" and keep that extra money.   To remove the fee, follow these steps to pay upfront: Select the File tab from the menu and continue until you reach the screen titled Just a few steps left. Select Start or Revisit  Review your order On the screen showing your total fees, look for the option to Pay with your refund and change it. Select the box to Pay with credit card instead. Enter your card information and complete the payment before you continue to e-file.
How do I enter Form 1098-E
If you received a $255 lump-sum death benefit it is not taxable.  If you received survivor benefits they may be taxable.  If you received a lump-sum, according to the IRS:   You must include the ... See more...
If you received a $255 lump-sum death benefit it is not taxable.  If you received survivor benefits they may be taxable.  If you received a lump-sum, according to the IRS:   You must include the taxable part of a lump-sum payment of benefits received in the current year (reported to you on Form SSA-1099, Social Security Benefit Statement) in your current year's income, even if the payment includes benefits for an earlier year.  However, there are two ways to determine the amount of income to include:    You can use your current year's income to figure the taxable part of the total benefits received in the current year; or  You may make an election to figure the taxable part of a lump-sum payment for an earlier year separately, using your income for the earlier year.  You can select the lump-sum election method if it lowers the taxable portion of your benefits:    Under this method, you calculate the taxable part of all your benefits (including the lump-sum payment) for the earlier year using that year’s income.  Then you subtract any taxable benefits for that year that you previously reported.  The remainder is the taxable part of the lump-sum payment. Add it to the taxable part of your benefits for the current year (figured without the lump-sum payment for the earlier year).  Worksheets in Publication 915, Social Security and Equivalent Railroad Retirement Benefits can help you calculate the taxable portion using this method.  To report the "lump sum" method in TurboTax:       Search (upper right) for SSA1099    Click the Jump to ... link    Continue to enter your information and select Lump sum treatment   Be sure to select "lump-sum" method of reporting in this situation.  You will have to calculate the taxable amount for each year separately, based on that year . Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required.     Be sure to enter zero if your Social Security benefits were not taxable or there were none for a particular year. If you are using TurboTax CD/Download, you can review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.  If you are using TurboTax Online, click the following link for instructions on how to review your return before filing.  How to Preview My Online Return Before Filing 
I assume you're looking in Forms mode on desktop at the 1099-DIV worksheet with those Box 12 lines... change the last entry from OR to XX and it should work, it will take the state allocation from th... See more...
I assume you're looking in Forms mode on desktop at the 1099-DIV worksheet with those Box 12 lines... change the last entry from OR to XX and it should work, it will take the state allocation from the table.  It's a bit misleading, there is some sort of bug in the easy step entry I think if you change between the different options about one state or multiple states where it ends up putting your state there when it should just be XX.
@user17749061105  double click the  blank box that say " double click to link copy of form 1116".
You need to provide some additional information: What return are you preparing? Doesn't appear you are completing the partnership return? Clarify which return type you are preparing. I... See more...
You need to provide some additional information: What return are you preparing? Doesn't appear you are completing the partnership return? Clarify which return type you are preparing. Is this a liquidating distribution from a partnership? Did you receive a final K-1? Have you maintained your tax basis? What else was distributed? Not sure I understand "final distribution of a partnership assets that was sold in 2022? Are you now just distributing out the cash received by the partnership in 2022?  
@lmkruz2013    It appears to be $96.75  plus another $56 for each state you might need.   Of course, that assumes you don't select any of the Add-on experts or audit protections add-ons.