Get Started in the Turbo Community Forums

Community Basics

Most Recent

Get Started in the Community

Welcome to Intuit's TurboTax Community! If you are as excited as we are to engage in discussions, ask questions, and share knowledge with others, you’ve come to the right place! Before diving in to the conversation, the following links might be usefu... read more

Unable to Import Merrill Information - TurboTax Desktop 2025 (Mac)

Hello, I’m not able to import Merrill tax forms into TurboTax Desktop 2025 (Mac). I’ve tried changing my Merrill password, but that didn’t work. I can log into my Merrill account online just fine but when I go to TurboTax to import, I get a message s... read more

reit liquidated but i had reinvested dividends-how to report?

My broker put me in a REIT years ago. I always had he dividends reinvested. The REIT liquidated in 2025. I got a 1099-Div from them, listing only the cash liquidation amount (box 9). In Turbotax desktop, if I input this on the 1099-div page, it lists... read more

A 40 year customer and I'm done with TurboTax

I have used TurboTax since the mid 80s, back when they mailed me 2 diskettes containing the DOS version of the program. In those 40 years, I have had virtually no trouble with what is now called Deluxe Desktop version. I've been happy with the produc... read more

gold minishares in brokerage account

I received 1099 B from Schwab. This year for the first time there is a short term entry for SPDR gold minishares ETV. There are 5 entries, all with different dates of sale, but none list a date of acquisition. Gross proceeds on each are less than ten... read more

Must run as administrator to avoid a second activation (TT Desktop Windows)

I loaded TT on a second Windows11 computer. Activation went fine, 2 of 5, correct. Imported the old 2024, went through a couple screens, saved and exited. When I went back in an hour later it wants another activation. Rebooted, still wants a second a... read more

Not able to communicate with “Merrill” and upload 2025 tax information to TurboTax, Errors 509 or 590

I have a desktop TurboTax Premier 2025. I am trying to communicate with “Merrill” (only this version of brokerage is available in TurboTax). I was able to go to Merrill web site by using TurboTax and Merrill ID and password of Merrill Edge, which is ... read more

IRA Information Worksheet | Basis in ROTH IRA Conversion inflated

Summary of IRA and Roth Transactions (2024–2026)1. 2024 Tax Year ActivityIn the 2024 tax year, I made non-deductible contributions to a Traditional IRA as part of a Backdoor Roth strategy.• The basis was reported on Form 8606 in the 2024 tax return.•... read more

Schedule F

Hello, My mother has 8-cows and 1-bull, and she sells approximately 8-calves each year that she sells. She has depreciated all farm equipment years ago, so her Schedule F is fairly basic. My mother is 88 years old and I live with her, take care of he... read more

Roth Conversions not Populating Line 8 in Form 8606

When I enter a 1099-R, with a Traditional IRA conversion to Roth (not backdoor), occurring in the 2025 tax year, the Form 8606 needs that conversion amount to be shown on line 8, but it's not populating. I can't find a manual override to getthe numbe... read more

Charity bug Turbox Premier 2025 Windows

After the Jan 7 update, I was able to enter charitable contributions, but when going back to the deductions and Credits heading, it says "Now Available" rather than presenting a 2025 total. Is this a bug? As an aside, I find it mind-boggling that Int... read more

TURBO TAX PREMIER 2025 DESKTOP - STILL CAN NOT IMPORT FROM BROKERAGE

When is turbo tax going to be fixed? This also happened last year. Can not import from Schwab, Wells Fargo or Fidelity. This is unacceptable. Turbo Tax is not cheap! My friend is using H&R Block and has no issues.Very disappointing that this is happe... read more

billing question

I accidentally purchased 2025 turbo tax advantage during check out and submitting my taxes as it stated I would not be billed until November 2026. I assumed I was buying for 2026 tax season. I also mistakenly purchased the "live tax advise" after I h... read more

Do I have to file in Georgia and Alabama?

I worked in the state of Georgia from JAN-JUL of last year, before I went out on disability. I moved from the state of Georgia to Alabama on 01NOV. I had no income made in the state of Alabama, except Social Security Disability for NOV and DEC, since... read more

IP PINs for dependents

What rejection code is used when the rejection cause is due to the dependents having an IP PIN? The situation is a taxpayer had an identity theft issue, he has two dependents. This tax year, he got an IP PIN. His return keeps getting rejected for mis... read more

2025 Amend feature

Does anyone know when Turbotax will launch the amend return feature for 2025 tax returns? Other platforms already have this feature available so it is frustrating that Turbotax still has not launched it.

Roth rollover

I accidentally rolled over a traditional 403b account to a Roth IRA. I wanted it to rollover to a traditional IRA. Since conversions are no longer allowed…can I file the form as excess contribution to remove the money and send it back to my 403B? Wil... read more

Percentage Of Total Ordinary Dividends from U.S. Government Obligation

My mutual fund list a percentage of total ordinary dividends from U.S.Government Obligations but does not list any ordinary dividends.My fund only lists qualified dividends.My fund does not list any interest. Does this mean I can deduct the percentag... read more

Software Bug, TT Desktop version Form 1040X , line 5 not calculating it is just entering the figure from line 3. All columns

While trying to Amend my 2025 return, I found that the form 1040X Line 5 is not calculating correctly. It is supposed to subtract Line 4a/b from line 3. But it is entering the amount from line 3 no matter what is in Line 4 a/b. This is happening in a... read more

2025 Vanguard Foreign Tax Credit Information

Can you please tell me how do I use this information in TurboTax?Do I need to do any calculations first?What is this information for?Please see attachment.

BUG - no stock option deductible

i was on the phone to support until they cut me off after an hour and didn't call back I am using the version on my tablet, to file my Canadian taxes I received stock options, not through payroll. Therefore it is not on my T4, box 38 etc. I have exer... read more

Copy of Tax Return

Hi, I have filed my 2025 tax return.It has been accepted.I don't want to change my return.But I would like to change a copy of my 2025 return.And use the TurboTax system to modify this copy.This would allow me to estimate next year's taxes.I am retir... read more

Received 1099-NEC from Amazon Vine, but some of the non-employee compensation is my mother's.

Hello,I'm an Amazon Vine member, and I received a 1099-NEC with Box 1 containing $5,000.00 (non-employee compensation). $2,000 is my personal products I ordered, reviewed, and used myself, the other $3,000 are products I ordered and reviewed on behal... read more

Turbo Tax error message

I am running Turbo Taz Deluxe for Desktop (Win 11) 2025. I have enter all of my Federal data. Now when opening Turbo Tax I get the following error message: System.Runtime.Serializaton.SerializationException:... When at the point of reviewing my Feder... read more

Full Deduction of Traditional IRA if you have No 401K or other Retirement Plan at workplace

I was informed at IRS Website that if You ( and spouse if married) both have NO Retirement Plan like a 401K or 403b at your workplace -- that you are able to Fully DEDUCT a Traditional IRA for that year. Is this true? Does Turbotax show you how to do... read more

Interest from Schwab on Schedule B twice

I downloaded my tax information from Schwab only to find the interest earned was recorded twice on schedule B. First the correct number including all the treasuries appears from the 1099 and then each treasury bond has the interest listed and both th... read more

how do i calculate advanced senior credit if married filing jointly and one spouse is 65 but the other one is not

How is the advanced senior credit calculated for married filing jointly when one spouse is 65 and the other is younger than 65?

How to report 1099-B resulting from stockholder class and derivative action settlement.

I received a Form 1099-B from a stockholders class action settlement. Only info on form is LIQUIDATION, Date sold or disposed (Box 1c) 03/12/2025, Proceeds (Box 1d) $135.48, Cost or other basis (Box 1e) $0.00,Turbo Tax Deluxe is asking me what type o... read more

NYS pension and annuity exclusion

TurboTax is giving portion of $20K New York State pension and annuity exclusion for an RMD on an inherited IRA but not for an IRA distribution deposited in a Roth account. NYS tax authority states expressly that a Roth conversion is eligible for the ... read more

fix error 5329T

I'm doing my daughter's taxes. She overpaid into her hsa last year, by $100. I keep getting a message to fix an error with form 5329T, but it's not available, yet. I'd like to get the filing done. I keep waiting & waiting! Help, please.

1099-NEC, hobby or self-employment?

My background is in science and during 2025 a friend from my past called me and asked if I could help him review some scientific funding proposals that his private company manages as a service for a non-profit. He did say that I would be paid for eve... read more

software bug with investment income

When I import investment income from TIAA, for my 1099B information it says it needs reivew and there are 52 items to review and it's asking me to complete information for each sale including the "sales section" - short term, long-term, etc, and ofte... read more

Mortgage Interest and Property Taxes appear to be too high

The amounts for mortgage interest and property taxes being used on Schedule A is much higher than what I entered from my 1098...why would that be? The home mortgage interest worksheet has the correct amount, but the amount on Schedule A is different.

How to Force Create Form 7203

After over a decade using CPA to file taxes for my LLC filing S-Corp, I am trying Turbo Tax Business for the first time. I bought Turbo Tax Business 2024 to fill out all the federal and state forms manually. Since there is no automatically import fro... read more

Refund says recieved

My refund shows it should have been IN my account by the end of last night, and currently says delivered. Its been well over 24 hours, and nothing is even pending in my bank account.

ASSETS AND DEPRECIATION 4562 NOT AVAILABLE -

THE DESK TOP OF ASSETS AND DEPRECIATION STILL SAYS IT WILL BE UPDATED FEBRUARY. TIRED OF WAITING! WHEN WILL IT BE READY.

1095-A or Form 8962 - Include in 1040?

Second attempt I think I posted this in the wrong area...... General web searches seem confusing on this issue around the following scenario:1095-A shows no Advance Payments (Column C is blank)Party is not entitled to any Tax Credits after running th... read more

Treasury Income not being reported as federally taxable

When entering my 1099 information for my Treasury Bill/Bond income from my brokerage account, turbo tax does not show it as taxable income for the Fed. I know that Bill/Bond income is exempt from California state income taxes but taxable for the Fed.... read more

Inherited IRA

I have an inherited IRA, Turbotax is giving me pro-rata for my Roth recharacterization. I searched the posts and didn't find a work around. I deleted and re-entered but came out the same. Gemini says it's a known issue, any work around? Thanks

penalty tax

turbotax desktop calculated my taxes and listed an estimate penalty of $9 on line 38 of my 1040 form.I have tried everything I can think of and all the online helps to determine how turbo tax calculated that estimated penalty but I can find nothing. ... read more

Adding a statement RE: 8283 to Return for efile

Does anyone have insight on how to attach a statement to a form to return? Specifically, I need to add a statement for Form 8283 on Charities since we efile.

Social Security Taxable Amount Calculation

This appears to be wrong. An amount is shown on 1b on the SS form. I did not live abroad. Where does this come from? It is the same as my SS benefit amount, basically making it all non-taxable.

Import from Merrill

I am not finding Merrill /Merrill Edge in the import from financial institutions. Anyone else having this experience?

Long tme IT person, can't post a reply :0(

When I start typing, the text disappears and so does the cursor??? Need a little help...

Canadian Pension Information

I keep getting asked to fill in my Canadian Pension Information. I have no such thing and no connection to Canada.

W2 retirement income

I entered a W2 from a non-qualified retirement plan. It is posted to 1040 line 1A. Last year the same entry was posted to schedule 1 line 8t. What am I doing wrong?

No edit function 1099-R Turbo Tax 2025 .

This version seems very wobbly. I have the latest updates. There is no edit function on 1099-R. No EDIT icon, screen display is 'dead' in that no fields suggest a way of opening the entered record. I am using a purchased download on a Windows 11 lapt... read more

Allocation of dividends on 1041 to Beneficiaries and not Trust.

I'm using TT Business for Complex Trust 1041 and Schedule K-1. I have Ordinary Dividends that I want allocated to the Trust on 1041 2.b(2). This trust has no requirement for income distributions and optional principal distributions are allowed. As so... read more

Zero Income Year in between.

My daughter filed taxes from 2019-2023, then did not make enough income to file a 2024 Tax Return. She worked full-time all 2025. Does she need to do anything before filing this year? Wouldn't the IRS think she neglected to file?

Donor Advised Fund contribution

I made a cash contribution to a donor advised fund at a major bank in 2025. Do I just report this in TT where I've listed all of my other cash charitable contributions so it flows to Schedule A? Or is there a special input section for this contributi... read more