How do I report a problem to TurboTax?

[jonesy52]

Using TT Desktop Windows 11, 2025.  When entering 1099-R info, the drop-down Box 15 does not have TX in the list.  My paper 1099-R has TX in Box 15 even though I don't need to report any income for TX.  Troubles me that my 1099 form will not match what is reported to IRS through TT on Box 15.

Should I go ahead and file even though that information does not match? I have a refund due, would like to go ahead and get it!

Thank you!

[xmasbaby0]

TX has no state income tax, so TX will not appear in certain drop down menus.   Just leave that box blank.

[jonesy52]

Thank you for such prompt reply!  The drop down does not allow a blank response.  You must choose a state, and again TX is not there as an option. 

[VolvoGirl]

Haven't heard of anyone else not being able to leave the state box blank.  In fact leave all boxes 14, 15 & 16 blank, no spaces.   If you can't get it to work then delete that 1099R and enter it again Manually.  That usually fixes it.  

[jonesy52]

Thank you!  In looking at it again, I was able to click on <Select> in the drop-down in order to leave Box 15 blank.  Duh!  My mistake, maybe someone here can have an aha! moment too!

[plpollack]

Plenty of aha moments - complicated and ever-changing stuff.

[emcarlson48]

I'm having the same problem.  Turbotax is good at answering tax problems but their ability to solve their own software issues appears to be non-existent 

[blellochr]

• What is the problem?  Check box for joint occupancy on 2025 form 5695 is not working and I cannot submit my taxes because it keeps getting called out as an error.
• Are you in TurboTax Online, or are you on Desktop?  Desktop 
• What version, or product are you in? 2025 TurboTax Premier version 5.0.7
• What section are you trying to post? form 5695
• What are the details of your problem or calculation error?  due to some glitch, I cannot check the joint occupancy box.  When I tap box, it flashes check mark, which then disappears.  I tried quitting, waiting a day and downloading latest version.  Nothing worked. VERY FRUSTRATED!!!!

[blellochr]

f/u: worked for an hour with TurboTax support and appears to indeed be a glitch with their software.  He went to escalate the issue only to discover that the glitch has already been raised by others, but not repaired.  What a huge waste of time for both me and the support person.   

[MarilynG1]

If you're Married Filing Jointly, don't check the 'Joint Occupancy' box.  This box is for someone who lives with another person not on their tax return, with whom they split the costs for the Home Energy Credit.

@blellochr 

[dachniwskyj]

I am using the desktop version of home and business turbotax 2025.

I am having an issue with my Wisconsin return.

On form 1 line 44 there is no code listed. For sch u  Should be 8.

On my Federal return. Turbo tax filed Form 2210.

I would think this would have turbotax use a code 8 on line 44 of my Wisconsin return. But the line is blank

I made a Roth conversion in the fourth quarter and paided the tax prior to 1/15/2025.

Which made my income uneven through the year.

The state is indicating that I have an underpayment of 143 dollars.  Fed says I have no penality.

Thanks

Roman

[bhardy_62]

• What is the problem?

We go married after I sold my home in October 2025. Turbo tax is not allowing the 250k capital gains deduction if we attempt to file married jointly. 

Before 10/2027 - I owned my own home and it was my primary residence for over 20 years and my new wife owned her own home and has been her primary home for over 20 years. 

Turbo tax is indicating we can not take the deduction.  Maybe because we were forced to call the current home our primary address. (for me only 2 months).

I can file married separately and it seems to work but turbo tax should ask the right questions to determine that we have our own homes before we got married.  And allow us to sell them as we each met the 2 year + minimum and the primary residence not use for other purposes such as renting them.

Additionally we are planning to sell my spouses home within a year a purchase a new home. Preferably in mid 2026. My spouse should be allowed to have the 250k deduction on her house. 

• Are you in TurboTax Online, or are you on Desktop?

We are using the Desktop TurboTax Premier 2025.

• What version, or product are you in?

025.000.0273

• What section are you trying to post?

Wages and Income sale of home.

• What are the details of your problem or calculation error?

Married filing jointly does not allow the 250k deduction for a single home for newly weds with separate primary homes.

Turbo tax does not seem to allow us to sell the home my spouse owns within 2 years of my home. 

Note: Additionally we have a prenup that allows each of us to keep the profits of our homes as separate property.

The IRS does allow us to sell 2 homes within a year if they were owned separately, one of us lived in the home for 2 years + and was the primary home (not rented etc).  

If we sold a home we both lived meeting the same and filed jointly we could deduct up 500k in capital gains.

[iamthewalrus]

I am at the spot where Turbo Tax asks:

Did you spend more than $xxxx on medical expenses in 2025? 

My answer is "yes", and the next screen is:

Tell us about any prescription medication expenses - and the "Prescription expenses" box has $0 and I can't enter a dollar amount.  

The same thing occurs on the next screen "Tell us about anything spent on medical professionals".

When I get to the next screen "Tell us about anything spent on medical facility fees", I can actually enter values. See below screenshot

[DoninGA]

Put the cursor in the box and then double-click.  This should open the Supporting Details window.  Click on Remove

[iamthewalrus]

That worked, thank you!