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UsedVanilla33

Dear all, I’m looking for help understanding an issue while amending my 2025 tax return in TurboTax. My original return shows a $3,978 refund. However, I realized I forgot to include a 1099-B for s...

Dear all, I’m looking for help understanding an issue while amending my 2025 tax return in TurboTax. My original return shows a $3,978 refund. However, I realized I forgot to include a 1099-B for stock sales (long-term), totaling about $3,000 in capital gains. Based on this, I would still expect to receive a reduced refund after amending — not owe taxes. Here are the exact steps I followed: How do I amend my return? → Start an amendment Why are you amending? → Adding or updating a tax form → My form isn’t listed TurboTax states: “We’re going to change the refund monitor to $0 to show the difference between your original and amended return.” I land on “Here’s the info for your amended federal return” I go to: Wages & Income → Stocks, Cryptocurrency, Mutual Funds, Bonds → Edit At this point, before I even add anything: The top-left numbers suddenly change to: Federal due: $1,370 CA due: $540 This is very confusing because: I haven’t added my missing 1099-B yet I expected the refund monitor to show $0 initially (as TurboTax explained) Instead, it immediately shows that I owe money, and I don’t understand how these numbers are calculated I then proceeded to enter my 1099-B (~$3k capital gain), and at the end TurboTax still shows that I owe these amounts, which doesn’t seem correct given my original refund. I’ve been stuck on this for a while and can’t figure out what’s happening. Questions: Why does TurboTax show a tax due immediately when starting an amendment? What do these “Federal due” and “CA due” numbers represent at that stage? Are these real amounts owed, or just interim calculations? Any guidance would be greatly appreciated. Thanks in advance.

TurboImpotLiseD

Vous pouvez télécharger directement votre logiciel de notre site si vous avez votre code de licence: Où puis-je me procurer TurboImpôt bureau? C'est un téléchargement direct qui se trouvera dans vos...

Vous pouvez télécharger directement votre logiciel de notre site si vous avez votre code de licence: Où puis-je me procurer TurboImpôt bureau? C'est un téléchargement direct qui se trouvera dans vos downloads sur votre ordi. Merci de choisir TurboImpôt

alain-coallier

VolvoGirl

Yes. Didn't my post above with a screen shot of the Home & Business version help?

AmyC

Let's go through the parts. You "donated in the end of 2024 this vehicle " - a donated car should be deleted as it is not part of your return this year. It should have been disposed of your 2024 re...

Let's go through the parts. You "donated in the end of 2024 this vehicle " - a donated car should be deleted as it is not part of your return this year. It should have been disposed of your 2024 return. You "rented car" - a rental car is a travel expense on your Sch E, rental property. CA nonresident return should be filed for the rental. CA has a gross income filing threshold using all income from all sources. Even if you don't have to file, it is a good idea to keep the paper trail.

M-MTax

Contact the executor as soon as practicable. If the estate sold the home, the estate would either pay any tax due on the transaction or pass the gain/loss on to you via a K-1. If your wife so...

Contact the executor as soon as practicable. If the estate sold the home, the estate would either pay any tax due on the transaction or pass the gain/loss on to you via a K-1. If your wife sold the home, you would enter the sale under Investment Income as the sale of a stock, bond, mutual fund, etc. Choose "Other" and then select second home from the dropdown. You mentioned your wife did not receive a K-1 but did she receive a 1099-S?

TurboImpotLiseD

Pas avec TurboImpôt. Nos experts travaillent seulement sur les déclarations de l'année courante. Il faudra recourrir aux services d'un professionnel dans votre communauté. Merci de choisir Turb...

Pas avec TurboImpôt. Nos experts travaillent seulement sur les déclarations de l'année courante. Il faudra recourrir aux services d'un professionnel dans votre communauté. Merci de choisir TurboImpôt

RobertB4444

For a referral bonus you should have received a 1099-MISC which reports income that is not self-employment income. A 1099-NEC reports self-employment income. That's the major difference. In...

For a referral bonus you should have received a 1099-MISC which reports income that is not self-employment income. A 1099-NEC reports self-employment income. That's the major difference. In your case when you enter the 1099-NEC income you can check the box at the beginning that says "Hobby". That will allow you to enter the amount on the 1099-NEC as income but not tax it as self-employment income, just as though it had been properly reported on a 1099-MISC.

ThomasM125

You enter the loss in the Deductions and Credits section, then Other Deductions and Credits, then Casualties and Thefts. On the Event Details screen, enter a description for the event and indicate it...

You enter the loss in the Deductions and Credits section, then Other Deductions and Credits, then Casualties and Thefts. On the Event Details screen, enter a description for the event and indicate it is for personal property. On the next two screens choose the appropriate federally declared disaster and enter the FEMA number. On the screen that says Summary of Lost/Damaged Property or asset, enter the information requested to include the property cost and fair market value before and after the casualty. To be immune from the 10% of adjusted gross income deduction, the loss would have to be associated with a "qualified disaster", which is described in this excerpt from IRS publication 547.

magnan-gabrielle

neush77s

user17755042429

I am using the Home and Business Desktop License. Can I still use the same license for my child with 2 W-2 and some Intrest and 1099-T Thanks!

guywong

You are entitled to contribute 100% of your earned income, up to $7,000, into your Roth IRA for 2025. Since you put in more than that amount, you are required to withdraw the excess contribution amo...

You are entitled to contribute 100% of your earned income, up to $7,000, into your Roth IRA for 2025. Since you put in more than that amount, you are required to withdraw the excess contribution amount, plus earnings from Vanguard. You should contact Vanguard to straighten this. The excess earnings is reportable in your 2025 tax return. Vanguard should know what to do and issue corrected 1099. The proper transaction is to withdraw $5,500 ($7,000 limit - earned income of $1,500) plus earnings from your Roth IRA.

BillM223

In the Arizona interview, after the section that asks about all sorts of adjustments to income, you will see a screen with the title "Other Adjustments". Other adjustments may be necessary. For...

In the Arizona interview, after the section that asks about all sorts of adjustments to income, you will see a screen with the title "Other Adjustments". Other adjustments may be necessary. For example, you must add-back related to income that Arizona does not tax..." Here add your $168 add-back for the reimbursement. Note that this will be reported only on your state return, not on the federal. See AZ instructions for 140 page 14: D. Items Previously Deducted for Arizona Purposes Arizona statutes prohibit a taxpayer from deducting items more than once. If your Arizona taxable income includes items previously deducted for Arizona purposes, you must add such amounts to your Arizona gross income.

TurboImpotLiseD

Le bug a en effet été réglé jeudi dernier. Veuillez enregistrez, fermez et ouvrir de nouveau votre logiciel. Quelle erreur recevez-vous lorsque vous essayer de transmettre?

CatinaT1

If you want to check the debit date you specified, look on the filing instructions for your return. It will tell you the debit date the IRS or State will deduct the payment. If you did not print th...

If you want to check the debit date you specified, look on the filing instructions for your return. It will tell you the debit date the IRS or State will deduct the payment. If you did not print them out you can view them using the following steps: If you filed using TurboTax Online, the Electronic Filing Instructions page will give that info. Here's how to view the PDF copy: Sign in to TurboTax and open your return. On the Tax Home screen, scroll to Your tax returns & documents and select Add a State (don't worry, you're not actually adding a state, this just gets you into the right area) to access your tax forms and worksheets. In the menu, select Tax Tools, then Print Center. On the TurboTax Print Center screen, select Print, save or preview this year’s return. On the next TurboTax Print Center screen, select 2025 Federal return and Include government and TurboTax worksheets, then select View or print forms. The information will be on the first page, Electronic Filing Instructions, for your 2025 Federal Tax Return, next to Balance Due/Refund. TurboTax CD/Download Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar. In the Forms in My Return list on the left, click Filing Inst. [It's usually toward the bottom of the list.] The form will appear on the right side of the screen. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar. Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.

user17755049227

Bonjour, Même problème ici. Seule la déclaration de Revenu Québec plante avec le même message sur le formulaire TPF-1.U J'ai essayé tout ce qui a été dit sur ce fil du forum. Rien ne fonctionn...

Bonjour, Même problème ici. Seule la déclaration de Revenu Québec plante avec le même message sur le formulaire TPF-1.U J'ai essayé tout ce qui a été dit sur ce fil du forum. Rien ne fonctionne. Comme il est impossible d'imprimer et d'envoyer par la poste, est-ce que la priorité a été mise sur ce problème par votre équipe ? Avez-vous des pistes de solutions ? Nathalie

Jkelyy

And thank you for your response and help

user17754189284

Has anyone received this message? "You have reached your e-file limit" by mistake

shamiul120

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