All Posts

If you are working in the desktop version of TurboTax, you can use the Forms menu option to bring up the forms in your program. There you will see an Open Form menu option. Type in Qualified Div and you will see the worksheet. Otherwise, you will see it when you print out your tax return to include all forms and schedules.

It sounds like the IRS may have a 1095-A record on file for you. Before assuming the IRS is wrong, log in to Healthcare.gov (or your state’s specific exchange) to see if a 1095-A was generated. Check for every member of your household.   If you’ve confirmed there is no 1095-A for anyone on your return, you need to report that you didn't have Marketplace insurance.    Go back to the healthcare/health insurance section of your tax software.   Look for a question that asks, "Did you receive a Form 1095-A?" or "Did you have Marketplace insurance?" Ensure this is checked "No." Sometimes, if you accidentally clicked "Yes" or imported data from a previous year where you did have a 1095-A, the software attaches a blank Form 8962 to your return. The IRS sees that blank form and automatically rejects the return.   If the software still tries to send the return with 1095-A info:   Go to tax tools>tools>delete a form  Look for Form 8962. If it is there, delete it. Now close your return and then open it back again to save the change.  If you are in desktop, go to the forms mode and delete the 8962 from there.          

If your divorce was final during the year you are now Single or possibly Head of Household if you have a dependent. If you used Turbo Tax last year you should start a brand new account for yourself and not transfer from last year. You can not remove a spouse, especially if they are the first one listed on your return. Online is only good for 1 return.  Start another Online return here. Sign up and start a new account. https://turbotax.intuit.com/personal-taxes/online Getting Divorced article https://turbotax.intuit.com/tax-tips/marriage/getting-divorced/L20NC66cf Video tips for Divorced couples https://turbotax.intuit.com/tax-tips/marriage/video-tax-tips-for-divorced-couples/L8YqvF7p5  

It may depend. You may be able to make a payment using the IRS Online portal. Even if you do not select a year, it will be reconciled by the IRS, and applied. IRS Direct Pay with Bank Account IRS FAQs Direct Pay Help: Your Individual Online Account contains the IRS’s most comprehensive online payment service, allowing you to view past and pending payments, schedule future payments up to a year in advance, store multiple bank account numbers, and make several payments within a single transaction.

Since you paid, there is no failure to pay penalty. The IRS could change a late penalty or interest on the one day. If you get a letter with a penalty, you may qualify to apply for the first time abatement. See Penalty relief | Internal Revenue Service

Yes, they would increase your refund in that they reduce your taxable income. However, you must itemize to take these deductions. You would itemize only if you have enough itemized deductioons to exceed the standard deduction for 2025.   The 2025 Standard Deduction Amounts are: Married Filing Jointly: $31,500 Single: $15,750 Head of Household: $23,625 Married Filing Separately: $15,750   Click here for Standard Deduction vs. Itemized Deductions: Which Is Better?    Please return to Community if you have any additional information or questions and we would be happy to help.

Most states take longer than the 21-day average for the federal government. They may have different processing times than the IRS, even if they filed at the same time.   Probably states may pause refunds for additional verification to prevent fraud.   You should track your refund directly through your state's department of revenue. How do I track my state's refund?  

That didn't work. Here's what I tried: * I entered just the cost, but not the tax paid - It wouldn't let me hit next, saying that I need to enter more information. * I entered just the tax paid, but not the cost - It let me hit next, but on the next screen it gave me the same error about not being able to take a deduction "because it was calculated using a rate that does not match the general rate for your location (undefined)." (Even though Turbotax calculated it itself.) * I entered both the cost and the tax - It let me hit next, but on the next screen it gave me the same error about not being able to take a deduction "because it was calculated using a rate that does not match the general rate for your location (undefined)."   In all cases, I left "The sales tax rate for this purchase was different from undefined%" unchecked.

You can't be REJECTED for your self-select PIN (5 digits) because you pick it.   Sometimes, for certain reasons IRS can assign you an IP PIN (6 digits) but you don't know that until you go to file. That certainly can be confusing. @GERR 

Yes.   You shouldn't need to amend your return.   Your return is ok.  He made under $5,200 so you can still claim him.  On his rejected return just go to Personal Info and look for the question that he can be claimed on someone else's return.  

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?