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If you have the Online version, and you haven't filed the return, there was no charge.  You can simply choose the Desktop version that you want, and download it.   If you have filled, you can not pull it back, but you can still purchase the Desktop for any additional returns you may have.   If you haven't filed your Online tax return, you can clear out all of your data. A blank account will still exist Log back into TurboTax Select an Item like Personal Info from the center listing Then click on Preview/Edit or Continue This will turn on the left side menu In the bottom left choose Switch Products Then select Clear and Start Over    

Please confirm that no policy was issued to anyone in your household. You can use the phone number listed by state at  The Health Insurance Marketplace. To clear a 1095-A in TurboTax, you can follow these steps   Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,  

The TurboTax online editions can only used for one tax return per account and User ID.  You will need to create a new account with a new User ID along with a new email address. Go to this TurboTax website and click on Sign up to start a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm   Support is open from 5am to 5pm, Monday thru Friday, Pacific time

Using the TurboTax online editions there is no direct access to any forms, schedule or worksheets.  That option is only available using the TurboTax desktop editions in Forms mode.   Form 8862, Information To Claim Certain Credits After Disallowance is reported in the EIC section.   To enter or delete the Earned Income Credit - Click on Federal Taxes (Personal using Home & Business) Click on Deductions & Credits Click on I'll choose what I work on (if shown) Under You and Your Family On Earned Income Credit (EIC), click on the start or update button

After you enter your SSA1099 there is a screen that asks if you lived in certain foreign countries during 2025.   If you skip past that screen or if you answer incorrectly, your SS is not taxed correctly.   It is important to take the time to read every screen top to bottom.  Go back to the SSA1099 entry screen and then keep going through the next couple of screens.