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request a refund. There is no license code for online and there is no app to install on your computer refund   
I paid thousands of dollars for real estate tax
Delete the transactions and re-enter them.  If you imported the transactions, don't import again.  Instead, enter them yourself.  Also, when asked if the sales involved Employer Stock, answer No.  En... See more...
Delete the transactions and re-enter them.  If you imported the transactions, don't import again.  Instead, enter them yourself.  Also, when asked if the sales involved Employer Stock, answer No.  Enter like any other transaction reported on Form 1099-B and then indicate the cost basis is incorrect and make the adjustment.  
James, the link for UPDATE in your reply is dead.   In Charities and Donations, the TurboTax page says "We need more details for donations over $500" for donations over that amount. I answer the "H... See more...
James, the link for UPDATE in your reply is dead.   In Charities and Donations, the TurboTax page says "We need more details for donations over $500" for donations over that amount. I answer the "How did you get this stock?" question by entering "Inherited." Those entries do not carry over to  Form 8283, which always reads "Purchased."  It might be that this doesn't affect calculations (?), but it still leaves Form 8283 incorrect.  
I cashed a savings bond in 2025 and deposited the proceeds into my daughter's 529 plan.  My understanding is that if I did that, I don't have to pay taxes on the interest from the savings bond.  I tr... See more...
I cashed a savings bond in 2025 and deposited the proceeds into my daughter's 529 plan.  My understanding is that if I did that, I don't have to pay taxes on the interest from the savings bond.  I tried doing it in TT Deluxe, but it didn't seem to exclude the interest.  What am I doing wrong?   When I entered the 1099-INT from US Treasury, I entered the interest income from box 3. I specified that it was a series EE savings bond and was issued after 1989 I checked Yes on the page where it asked if I used the savings bond for contribution to a qualified tuition plan. At the end of that section, TT displayed a message that said "Looks like you won't get a tax break for your bond interest".  Did I understand incorrectly?  Do I get taxed on the interest?  Or did TT make a mistake?   I thought it was going to include a form 8815 with my return.  But when I looked at the forms, the 8815 was blank.   Thanks.  
My spouse did a backdoor roth in Mar 2025. At the time, we had $0 in Traditional IRAs.   In Oct 2025, he rolled over an old $40k Traditional 401k to a Traditional IRA. He then moved the amount from... See more...
My spouse did a backdoor roth in Mar 2025. At the time, we had $0 in Traditional IRAs.   In Oct 2025, he rolled over an old $40k Traditional 401k to a Traditional IRA. He then moved the amount from the Traditional IRA to his current employer's Traditional 401k.   Therefore, the amount in Traditional IRAs as Dec 31, 2025 is still $0.   When I filled out my taxes, it is showing that $6.9K of the roth contribution from my spouse isn't tax exempt.  Is that correct?  Given we had $0 Traditional IRA at year end, why is it calculating such a low "total basis in traditional ira"?
@kcarterco  just to replicate the issue you mentioned  regarding form 1116 line 3e ( world income ),: I created a new return ( on Windows desktop Home & Business ), particulars being: (a) Filing ... See more...
@kcarterco  just to replicate the issue you mentioned  regarding form 1116 line 3e ( world income ),: I created a new return ( on Windows desktop Home & Business ), particulars being: (a) Filing  MFJ, husband working, wife home-maker (b) W2 income of  $100,000 (b) Foreign interest income of US$20,000, Foreign Taxes paid  US$4000, Country --Germany (c)  Income entries normal procedure,  small amount of refund (d) Chose  Foreign  Tax Credit --- form 1116 shows world income  as  US$120,000 (e)  FTC computed  correctly. (f) Now ( just for kicks to simulate your case ) went back to incomes and entered  1099-MISC for US$1500 in  Prize/Award  income.  Form 1040 line 11 got adjusted. (g) Went to forms mode again and  checked form 1116  and the world income now is indeed  US$121,500 ---    So my conclusion is for what ever reason, I cannot confirm the existence of the issue  you are reporting.  My version of  TurboTax is  updated as of yesterday ( Saturday the 14th. of March ). All I can say therefore  is that   if, and  only if, your version is fully up to date  and still shows this behavior, then  something else is going on.   Another point you made in your post about capital loss  impact on the  world income and therefore  line 3e on form 1116.   After thinking about it, I would like to point out that form 1116 is for the purpose of identifying the  amount of tax imposed by the US on the doubly taxed income.  This is done  ( and is one reasonably fair way )  by first taking the  raw world income and  that from the foreign sources to create a ratio  for applying the deductions and adjustment  in a ratiometric fashion ( thus creating  taxable amount from each source).  This is then used to allocate the  total  tax on world income to the foreign incomes. This is because per most tax treaties, US has to recognize / credit the  total foreign taxes paid on the doubly taxed foreign income and US does this but allows credit ( for the year ) only to the extent it taxes that income.  This is further affected by  FTC being a Non-Refundable Credit.   Is there more I can do for you ?      
2025 tax year. I imported final 1099-B info in CSV format into TurboTax via the Fidelity Investments website.  All information from the Fidelity 1099-B appears to have been imported fine. I even see ... See more...
2025 tax year. I imported final 1099-B info in CSV format into TurboTax via the Fidelity Investments website.  All information from the Fidelity 1099-B appears to have been imported fine. I even see Box E transactions in a Copy#2 of a Capital Asset Sales Entry Worksheet. This information (Box E) also appears on the respective "Capital Asset Sales Worksheet"  in the appropriate section above the text " Long term sales with cost basis NOT reported to the IRS". All appears well s far except that the values seen are NOT propagated to Schedule D Line 9 items d, e, and h. What gives? I have found no where else where the involved loss is reported. Am I missing something? Looks like a bug to me right now as all appears well for Box A and Box D items from the 1099-B...just Box E with the problem. 
I have Tax exempt dividends in 1099-DIV box 12 for a NY State Tax free fund.   I listed the portion the fund has listed as sourced from New York and other small amount sourced from other states as Mu... See more...
I have Tax exempt dividends in 1099-DIV box 12 for a NY State Tax free fund.   I listed the portion the fund has listed as sourced from New York and other small amount sourced from other states as Multiple States.  The data transfer to TurboTax NY State tax forms does not transfer and add the taxable portion to IT-201 New York additions.  Isn't it supposed to add the taxable portion (non-NY sourced) to IT-201 line 20?   This seems to be a bug in TurboTax and it's handling of the data from the federal return and not populating the NY state return correctly.  If the 1099-DIV section has earned exempt-interest dividends in more than one state for example as this: New York              $95 Multiple States     $5 TurboTax NY state should take the $5 Multiple States and other non-NY state entries and add it to IT-201 New York additions line #20 Interest income on state and local bonds and obligations (but not those of NYS or its local governments).  TurboTax is not doing this at all.  In fact the TurboTax NY State software says this is taken cared of and transferred from the federal data in the section that says "Federally tax-exempt U.S. obligations that are taxable in NY".  When I open that section there is a box to enter other amounts not Federally taxed but taxable for NY.  The top of the section says " State taxable interest or dividends TurboTax automatically makes the necessary adjustments for municipal bond interest earned on non-New York bonds based on entries you made in the federal part of the program. Enter any other interest or dividends that are exempt from federal tax, but are taxable in New York." I would expect this to mean it would have taken the non-NY entries in the federal and handled it already.      
Yes, since you are going to be allocating 0% to yourself, only the Form 8962 will be populated.    I know you mention you had 50/50 custody, but she had to have spent at least one more night at o... See more...
Yes, since you are going to be allocating 0% to yourself, only the Form 8962 will be populated.    I know you mention you had 50/50 custody, but she had to have spent at least one more night at one parent's house unless it was a leap year. If she spends just one more night at your house, you are the custodial parent.  So, no 8332 is needed.  If she spent more time at his house, then yes, you can send in the 8332 with his signature.
In general, distributed income is taxable to the beneficiaries (via Schedule K-1), and the trust pays taxes on on any income retained by the trust.   A Complex trust can treat distributions made with... See more...
In general, distributed income is taxable to the beneficiaries (via Schedule K-1), and the trust pays taxes on on any income retained by the trust.   A Complex trust can treat distributions made with in the first 65 days of the year as having been made the previous year.  So, if the trust in question is a complex trust then there may be a timing issue causing the issue.     Simple Trusts are required to distribute all trust accounting income (interest and dividends) in the current year.  Some tax software will assume the income is distributed as required; however, that doesn't mean the income actually gets distributed.  The broker/dealer may not have paid out the income to the executor or the beneficiaries.   It sounds like you need to have a conversation with the executor.  
Getting this error ONLY when filing a Trust tax return (E-File Fed and E-File California State). Already tried checking for updates but there are none. How can I get past it so I can efile?  
Deleting the actual tax forms - not the data entry forms- ended up working for me.  I have a MAJOR problem with this however.  If I hadn't gone through my final forms and worksheets before I hit the ... See more...
Deleting the actual tax forms - not the data entry forms- ended up working for me.  I have a MAJOR problem with this however.  If I hadn't gone through my final forms and worksheets before I hit the Send button I would never have caught this.  Now I have to back and check all previous years to see if this same error occurred on my previous return.  It would have been an expensive error that I would never have known about.  I had just updated the software and its malpractice to not include a patch immediately for an error that is now well known.  I've been using Turbotax for decades but this is the last year since I can't trust it.  I've never liked the detachment from the data entry and what Turbotax decides to eventually put into a form.  Next year my AI will be advanced enough to just help me do these myself.
sadly, I tried it now three times to call, but every time after about 3 minutes the line goes silent. I don't do social media, so facebook or twitter is not an option as well. What to do? Bought a ... See more...
sadly, I tried it now three times to call, but every time after about 3 minutes the line goes silent. I don't do social media, so facebook or twitter is not an option as well. What to do? Bought a product that is faulty, and no way to contact Intuit...  
The enhanced senior deduction is not dependent on whether a taxpayer uses the standard deduction or itemizes. It's in addition to whichever is used. However, above a certain income level, it starts g... See more...
The enhanced senior deduction is not dependent on whether a taxpayer uses the standard deduction or itemizes. It's in addition to whichever is used. However, above a certain income level, it starts getting phased out. The calculation is done on Schedule 1-A Part V.    TurboTax is supposed to optimize between the standard deduction and itemized deductions. I'm not sure if Turbotax would use itemized if the taxpayer's standard deduction already results in no taxable income.
see answer in your previous duplicate post.
I can create a new tax return with married taxpayers where the primary taxpayer has not lived with the spouse and qualifies as Head of Household. The taxpayer is able to report an HSA account and rep... See more...
I can create a new tax return with married taxpayers where the primary taxpayer has not lived with the spouse and qualifies as Head of Household. The taxpayer is able to report an HSA account and report HSA contributions made personally and deductible on line 10 of the 1040 income tax return and line 1A of the 8889.   I can create a new tax return with a Single taxpayer who qualifies as a Head of Household.  The taxpayer is able to report an HSA account and report HSA contributions made personally and deductible on line 10 of the 1040 income tax return and line 1A of the 8889.   In your tax return, I am able to correctly report the status of the spouse and qualify for Head of Household but I am not able to report HSA contributions made personally.   I am able to remove the spouse from your income tax return and qualify for Head of Household but I am not able to report HSA contributions made personally.   You may want to start a new tax return in a new copy of TurboTax Online and see whether correctly entering information will give you access to the HSA contributions.  A new account can be created at no charge.   A TurboTax Online account is only good for one tax return per account.  You may use the same email address for up to five accounts.   You are able to start another return in TurboTax Online by following these steps:   Go to TurboTax.com and select the TurboTax Online product that you want to use. You may reuse your email address to set up a new login. Up to five accounts may be tied to the same email address. @user17716973724 
Try this link to go directly to the foreign tax credit input: Form 1116   Or, navigate to this path:   1. Go to Federal > Deductions & Credits > Deductions & Credits Summary 2. Scroll to Es... See more...
Try this link to go directly to the foreign tax credit input: Form 1116   Or, navigate to this path:   1. Go to Federal > Deductions & Credits > Deductions & Credits Summary 2. Scroll to Estimates and Other Taxes Paid and click to expand 3. Start or revisit Foreign Tax Credit