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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

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

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

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

Partnership LLC State Filing Requirement

Hello!I have a partnership LLC registered in PA. I have received an income with 1099-NEC form from another partnership LLC in NJ. Do I need to file state taxes for both PA and NJ for my partnership LLC state return? If so, will I be eligible to get c... 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

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

filing tax : status married and filing separately for now due spouse no ITIN/SSN yet

Hello!I need to inquire if anyone know , I 'm about finishing my taxes and put married for my status and file separately due husband still outside abroad no ITIN or SSN yet. Do i need to fill out form w7?Thankyou!

This issue is resolved

Line 3 of the SS Benefits Worksheet is including excludable interest on US I Bonds (form 8815). The interest excluded is not shown on 1040 Line 2a, but is added in via an internal program error, The excludable interest that is claimed on 8815 is not ... read more

SSA1099 - Lump sum including past years

I received a lump sump SSDI payment in 2025 that included 2024 and 2023 benefits paid in 2025. There are 3 fields to enter when entering past year payments and have trouble with one field. Total payment was $35,015 which included $16,632 from 2024 an... read more

Charitable donations of stock doesn't work

Long-time TurboTax Deluxe user. I am entering charitable donations of stock, and when I enter a donation and complete the process, most of the time the donation simply disappears from the "Your Charities and Donations" screen. This happens for every ... read more

BUG in 2025 Turbo Tax Deluxe - Form 8962, Line 4

There's a BUG in Turbo Tax Deluxe for Tax Year 2025 in Form 8962 - Line 4. I notified them of this on 12/22/25 (after waiting on hold and getting disconnected 3 calls in a row - wasting hours of my time) and gave them screen shots and they finally op... read more

Can I import my Charles Schwab investment info using Deluxe version? If not, can I upgrade somehow?

Friend bought me Turbotax and I'm concerned it's not the right version. I import investment info from Charles Schwab. Can I import my Charles Schwab investment info using Deluxe version? If not, can I upgrade somehow?

Find Fast Answers to your Tax & Money Questions on the TurboTax Community: Video Guide

The TurboTax Community is a top online resource for anyone wanting to discuss their tax and finance questions year-round. This community is built for users to share knowledge with other members and engage with credentialed experts and Intuit employee... read more

Introducing the Intuit Community Champions Program!

Hello everyone, As we move into the holiday season, and our busiest time of year, we are excited to share some exciting changes to our Communities. Based on conversations with customers and invaluable feedback from our members, we at Intuit are makin... read more

Community Ranks, Levels, & Member Icons

What are Community Ranks and Levels? In the TurboTax + Mint Community, we use a tiered ranking system to recognize and reward members who actively participate, as well as help users quickly evaluate the status of another user and the potential qualit... read more

Where’s My Tax Refund? How to Check Your Refund Status

The average direct deposit tax refund was close to $3,000 last tax season, and with tax season well underway, it’s no surprise that the most common tax season-related question we’re now hearing is: “Where’s my refund?” We know that you work hard for ... read more

Are you a Champion?

At Intuit, we are looking to bolster the quality and the value of our communities through recognizing our most impactful contributors - our Champions. A Champion is an advocate who is passionate about sharing their expertise and knowledge in order to... read more

TurboTax Community Basics

Welcome to the TurboTax Community! This Community is a great place to discuss tax and financial topics, ask questions, and share your experiences with others. If this is your first time here, you have come to the right place to learn how the Communit... read more

Community Guidelines: Do's and Don'ts

Intuit's TurboTax Community is a place for people to engage in discussions and ask questions about taxes various financial topics. Intuit TurboTax employees participate in the Community as well, but it is our primary intent to let users interact with... read more

Get Started in the Community

TurboTax Community Terms of Use

These TurboTax Community Terms of Use, together with the Intuit Inc. Privacy Promise and TurboTax.com Terms of Service (collectively, the "Terms"), govern your use of the TurboTax Community (the "Site"). The Terms describe the permitted and prohibite... read more