All Get your taxes done using TurboTax posts

Re: vanguard import not working

CatinaT1 — Mon, 13 Apr 2026 17:22:11 GMT

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Re: Trouble accessing my existing rental assets

MarilynG1 — Mon, 13 Apr 2026 17:21:03 GMT

Thanks for sending your file for review. I went to Federal > Income > Income Summary. Then at the Income Topics page, Rental Properties and Royalties. The page opens to Your 2025 Rentals and Royalties Summary, which displays three different properties. I edited the first one, and the next page displays the Rental Categories. Under 'Assets' I edited, said 'Yes, go to my Asset Summary, and the page displayed the Asset Summary, containing the house and three 'Appliances' (you might want to edit the description to the actual appliance, like 'refrigerator', etc.) and also the house with the address as you did for the other two properties.

I went back and edited the second property, went to Assets and edited. The Asset Summary displayed only the property as an asset. I went back and edited the third property, and the Asset Summary shows the house, a water heater and a water filter. I'm posting screenshots the Rental and Royalty Summary and all three 'Asset Summaries'.

You could try disabling your anti-virus programs before signing into TurboTax Online, or use an incognito browser window to open the program. Let us know if you're still having an issue reviewing your assets for any of these properties.

@hhog

Re: I am filing for my son for the first time and it is being rejected for IND-031-04. I entered ...

CatinaT1 — Mon, 13 Apr 2026 17:20:59 GMT

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.

You can find your 2024 Adjusted Gross Income (AGI) by:

Looking at line 11 on page 1 of your 2024 Form 1040
Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript

Please click on this TurboTax article for more information.

Check these items as well to ensure you have the correct number.  If you:

Filed late last year after mid-November or your return was processed after that time—try entering 0.
Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A).
Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less.
Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).

Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.

This article will give you instruction on how to print and mail your return.

Re: Why does Turbo Tax want to include my gambling winnings in Self Employment?

baldietax — Mon, 13 Apr 2026 17:19:54 GMT

if this is reported on 1099-MISC go back to the questions after the 1099 it will ask if it was an "intent to earn money", say No to that and it will treat it as ordinary income on Schedule 1, not Schedule C.

the trump account step dissapeared and i can't get back to it

jerryscohen — Mon, 13 Apr 2026 17:19:53 GMT

you say my return was accepted but I got a rejected notice.

gwyneddcr — Mon, 13 Apr 2026 17:19:38 GMT

Turbo tax is sending me mixed messages, you say my irs filing was accepted and I got a notice that it was rejected.

how do i get beyond the expert assist asking me to start for free

katelynd-shannon — Mon, 13 Apr 2026 17:18:35 GMT

Re: Is anyone else unable to edit the schedule C?

8609839579 — Mon, 13 Apr 2026 17:18:18 GMT

They were basically of no help to me either.I finally figured out the only way around their software bug was to save a copy of the entire tax file, delete the entire Schedule C, save the file under a different name, reboot not only the program, but my computer, delete all my browser cache history, reboot my computer again, then re-enter all my Schedule C information.

Kept the old file just for reference, in case I needed some of the calculations that were done.

Hope that helps.

All I asked them to do (when I realized the problem wouldn’t get resolved by them), was for them to submit a trouble ticket to address the bug. Got ghosted after that.

IS HIGHMARK INSURANCE CONSIDERED FOR THIS DEDUCTIBLE

cgfarber — Mon, 13 Apr 2026 17:18:01 GMT

I HAVE 453.91 WITHDRAWN FROM MY PAY ON A MONTHLY BASIS IS THIS CONSIDERED FRO THE NEW DUDCTION

Re: I am trying to add a dependent and the Turbo tax won't let me. Yes I went to profile, yes I w...

LindaS5247 — Mon, 13 Apr 2026 17:17:18 GMT

If you are unable to find the option to add a dependent in TurboTax under "My Info" or "Household," it is likely because a previous question was answered in a way that suggests you have no dependents.

If you are using TurboTax Online:

Go to "My Info" in the left-hand menu.
Click "Edit" next to your own name to re-run the personal information interview.
Proceed through the screens until you reach the screen titled "About Your Household".
Answer "Yes" to the question "Do you have any dependents?". Click on Yes.
Enter the number of dependents, which will then prompt the system to allow you to add their specific details.
And Continue.
Answer all followup questions regarding your dependents.

If you are using TurboTax Desktop:

Click the "Personal Info" tab at the top.
Select "Continue" and review your information until you reach the "Dependents" section.
Click "Edit" next to "Dependents".
Answer "Yes" to the question "Do you have children or financially support another person?".
Add your dependent's information and answer the followup questions..

If you have already filed your tax return, you cannot add a dependent this way. You will need to amend your return.

If you are using TurboTax Online also try clearing your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

Please return to Community if you have any additional information or questions and we would be happy to help.

Re: My QuickBooks self-employed with TurboTax was charging to file. It should be free. A support ...

CatinaT1 — Mon, 13 Apr 2026 17:17:10 GMT

Sounds like something got stuck. You can try these things:

Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.

Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Re: Foreign sale of condo with capital gain AND taxes pd to Mexico

user17759767106 — Mon, 13 Apr 2026 17:15:50 GMT

Hi since we're getting close to deadlines let me add a lot more detail.

I do understand how the tax needs to be done as you explained above but the software isn't doing it the way that you have explained unfortunately. The foreign tax credit is trying to take it as a deduction off my overall adjusted gross income not a foreign tax credit where it's applying the amount of already paid in taxes toward the tax burden I have in the US.

I've been a customer over 20 years with turbotaxes there anyway I can just talk to somebody question mark I think it would resolve this much quicker and I have tried calling the phone number but when I tell them I'm having a foreign tax credit it just tries to send me in the same circle I've already gone through period what I mean by that is I've already been through the turbotax software for about 4 or 5 hours adding stuff deleting stuff refreshing stuff trying to get the numbers to match the calculations I have according to the tax code but none of them come close in its over $10,000 difference. The best I can come up with is that it's forcing me down this alternative minimum tax thing which then only lets me do a deduction off from adjusted gross income not a tax credit I can't seem to get the software to let me do an offset to tax as opposed to a deduction from adjusted gross income please help thank you so so much

Re: TurboTax keeps asking for information regarding Canadian Pension (I'm a US Citizen, I have no Canadian Pension)

trm2 — Mon, 13 Apr 2026 17:15:14 GMT

It's April, and I'm still getting this, too. And, yes, I've tried the delete both with and without continuing through the page, including saving the file after deleting. But the program still insists on listing this in my retirement income. Yes, it shows $0, but not sure that's going to make it clear to the IRS!

Re: Failed to e-file!

DianeW777 — Mon, 13 Apr 2026 17:14:55 GMT

Please confirm the following for us if you could:

Error message received
Is their return being rejected, or not being able to file? (EFE shows rejected)
What version of the product are they using?

@onesoulsound98

Re: K-1 Box 14 Code I wants 199A - where on earth does this go --- tried everything - last error ...

PatriciaV — Mon, 13 Apr 2026 17:13:37 GMT

The entries for Box 14 Code I are for Section 199A QBI. This is typically reported on a separate Statement A that comes with Schedule K-1.

After you complete the box entries for the K-1, continue with the interview (this may be several screens later) until you see "We see you have Section 199A information."
Check the second box (income comes from dividends).
On the page "We need some information about your 199A income," enter the amount of REIT Dividends.
Continue until you return to the K-1 summary page.

Re: Form 8615

DianeW777 — Mon, 13 Apr 2026 17:13:02 GMT

This form would not be needed so use the link for your version of TurboTax below to delete it from your tax file. It may have come from a question you accidentally answered incorrectly. Be sure to check your Personal Info section for accuracy.

If you're using TurboTax Online software and need to delete a form, click here .
If you're using TurboTax Desktop software and need to delete a form, click here.

@caw22

TurboTax accepted my e-file even though Form 7217 was required and unsupported. Do I still need to paper file federal and CA?

seanyin — Mon, 13 Apr 2026 17:13:01 GMT

Hello,

I am filing my 2025 federal and California tax returns using TurboTax Premium Online.

I received a Schedule K-1. My K-1 reports Box 19, Code C for distributed property. The K-1 tax package states that this was a complete liquidation related to the merger, not a section 751(b) sale or exchange, and that no cash or marketable securities were distributed as part of the merger. It also states that Form 7217 may be required and may affect my ability to e-file.

After I entered my K-1 information, TurboTax told me that Form 7217 is required, that TurboTax does not currently support this form, and that I would need to complete Form 7217 manually and file by mail.

However, at the final step, TurboTax still allowed me to e-file both my federal and California returns. I have now received emails confirming that both returns were accepted.

Can anyone please confirm what I should do next?

Since both e-files were accepted, do I still need to paper file anything?
If Form 7217 must still be submitted, should I mail only the federal return, or both the federal and California returns?
If a mailed filing is still required, would that replace the accepted e-filed returns, or would it be treated as an amendment or supplemental filing?

I want to make sure I handle this correctly and avoid filing duplicate returns.

Thank you.

Re: Taxpayer Death-question about individual tax return and trust return

user17760236673 — Mon, 13 Apr 2026 17:12:28 GMT

I am planning to file the trust return as well. The Trust is now an irrevocable trust because my dad passed first. Mom passed in July, but the rental property is still under the trust. I just haven't moved it to my name yet, but I am the executor of the trust. I do have a bank account under the trust that collects the rent. I always have reported the income and expenses under my parents tax return, but I am unclear if I now have to file 7 months with my mom and then the other 5 months under the trust. But again, TT is not letting me split the depreciation. Do I just file everything under my mom's tax return even though she passed in July?

Re: I am trying to add a dependent and the Turbo tax won't let me. Yes I went to profile, yes I went to household. There is not an option to add a dependent

DoninGA — Mon, 13 Apr 2026 17:10:33 GMT

Click on My Info on the left side of the program screen. When you are on the first screen in My Info, you do not see the link that states Add a dependent

Re: Turbotax computes gross income for foreign tax credit purposes wrong

RobertB4444 — Mon, 13 Apr 2026 17:08:42 GMT

Is the number that you are seeing the sum of your income and the gross sales amount on schedule D instead of the net sale amount? Because that may be what it is using.