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Investing

importing K1 .txf files

Why does TT not check for existing K1s when doing a import of data? if I import this years data it makes a new K1 and does not use the existing one carried over from last year..

Definition of Disney Collectibles for tax purposes

I have a large collection of Disney trading pins. I have sold some in the past for a good profit per pin. My tax consultant stated that these sales qualify as collectibles and should be included on Schedule C. I'm concerned to do this because of the ... read more

how download fidelity

Roth

In 2025 I had 30,000 in earned income my husband was retired and had no income. We are filing married jointly based on our age we can contribute 8,000 into a Roth. Question is can I do a spousal Roth 8,000 for my husband and another 8,000 for myself.... read more

Backdoor Roth

So I did a backdoor roth of 7000 in 2025.I filled in my numbers and I see IRA Distribution - taxable - 7000 .... Is this correct?

Unable to enter losses onto form 8949 without 1099 on desktop Home and Business

Is there a way to enter losses onto form 8949 from cancelled shares that do not appear on a 1099-b? Stock shares that became worthless in 2025 due to corporate bankruptcy but were not sold, therefore do not show up on a 1099-b. This information shoul... read more

TurboTax does not know how to handle options

If one sells an option and it expires it has a costs basis of $0 , yet Turbo tax keeps telling me I have an error and have to enter the costs basis.. I know I can force a work around, but this software should be able to understand that there are inve... read more

Too much capital loss on investments

If i have a lot of capital loss in stocks, how can I use it for my taxes?Can I only use it for capital gain? Can I use it for other things?3000 a year won't allow me to use it up.

How to get a refund of a wrong Jio recharge?

To get a refund for a wrong Jio recharge, follow these steps: 1. **Contact Jio Customer Care**: - Dial **199** from your Jio number or call **+91 8638-265721** from another number. - Explain your situation to the customer care representative and prov... read more

long term capitol gain tax issue

I entered 1099-B showing a long term gain on sale of mutual fund. The fund was held over 12 months.Filed as MFJ with taxable income of $69,000. The gain should be 0.00 tax. It shows on our 1040 form as income subject to tax. Please explain

I sold some BRK.B this year at Charles Schwab

I sold some BRK.B at Charles Schwab this year. As such, I would expect the sale to appear in the 1099 from Schwab, which it does. I imported the data into TurboTax and looked at the generated tax return. It does not show any sale of BRK.B. It is poss... read more

Cannot File Tax Return — 1099-R Qualified Disaster Distribution Error (2025)

After doing multiple uodates in previous weeks and doing the last one this past Thursday 02/19/26, I’m still unable to complete my tax return because TurboTax Desktop is blocking filing in the Qualified Disaster Distribution worksheet after entering ... read more

Small amount foreign tax credit without Form 1116

I received $29 Nintendo ADR with $4.4 foreign tax withheld reported on 1099-DIV. That's my only foreign income. Based on the US-Japan treaty, Portfolio Dividends (Individual Shareholders) is typically subject to a 15% reduced tax rate. I believe that... read more

Robinhood event contracts

Does anyone know exact process to report robinhood event contracts on turbo tax online?

Cannot enter explanations in Line 52A of Form 5329T

For my Beneficiary IRA I did not withdraw a sufficient amount to meet my RMD for 2025. I found the error today Feb6, 2026. I filed out a form 5329T form and asked for a waiver. selected explanation button. When I entered text of the first line, it di... read more