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a month ago
1 Cheer
No inputs for R&B, computer, etc on the download Mac Premier version. I've deleted 1099-Q/1098-T and retried the wizard and still nothing. Ugh!
a month ago
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Have you checked the IRS Where's My Refund site. There is also a Where's...
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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Have you checked the IRS Where's My Refund site. There is also a Where's My Amended Refund you can check.
a month ago
Can I change my bank account for my tax return if my bank account has been closed
a month ago
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
a month ago
2 Cheers
Hmmmmm....... I checked today and it's still not working in the online version. Why do Turbotax employees continue to give us false hope and erroneous answers? Can you tell us why H&R has had this...
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Hmmmmm....... I checked today and it's still not working in the online version. Why do Turbotax employees continue to give us false hope and erroneous answers? Can you tell us why H&R has had this available for weeks and Turbotax has not been able to get their act together on it? Just be honest please.
a month ago
I suggest you look at your Form 1040 to see what the investment income listed on your form is. You are primarily looking for interest, dividends, capital gains, and rental income. It may be that some...
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I suggest you look at your Form 1040 to see what the investment income listed on your form is. You are primarily looking for interest, dividends, capital gains, and rental income. It may be that some of your income is listed in the wrong place or some amounts are not correct. Only your adjusted gross income over $250,000 (joint filer) or $200,000 (single filer) is subject to the additional tax. You will see your investment income included on lines 2 through 7 on the Form 1040 and also on Schedule 1, Part 1. You can view your Form 1040 and schedules 1 to 3 by following these steps: Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done
a month ago
When you are in the Georgia state program, click on Income
On the screen - Here's the income that Georgia handles differently
Under Education
On Path2College Savings Plan Contributions, click t...
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When you are in the Georgia state program, click on Income
On the screen - Here's the income that Georgia handles differently
Under Education
On Path2College Savings Plan Contributions, click the start button
a month ago
3 Cheers
Good morning everyone!!!! Yes my transcripts updated this morning just waiting for 846 code praying we all wake up next Friday with some good news!!!!!
a month ago
@user17709788658 SS? a 1099-R doesn't have anything to do with Social Security. IF you are attempting to enter your SSA-1099 from Social Security...you are using the wrong software form. The...
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@user17709788658 SS? a 1099-R doesn't have anything to do with Social Security. IF you are attempting to enter your SSA-1099 from Social Security...you are using the wrong software form. The SSA-1099 is in a different menu selection, just below the regular 1099-R form menu selection. ________________________________________ BUT...if you are entering an actual 1099-R (pension, 401k/TSP, but not an IRA) with box 2a somewhat lower due to some after-tax contributions your made....then you do answer YES to that follow-up question....then the box 2a value is used in spite of what the text actually implies. _______________________ Like I said, we really want the software folks to change the question to be what they used in prior years so that they stop misleading people to selecting the wrong answer _______________________________________ Last year (for 2024 taxes) the question was: _______________________________ This year (for 2025 taxes), they totally messed it up and needs to be changed:
a month ago
Thank you so much for your response. This is very helpful instructions. You are correct in the timeframe for the 8606 forms. We filed them between years 1987 to 1993.
a month ago
3 Cheers
Surely someone is referring this issue to their programming staff. We shouldn't have to fiddle with the dropdown to make it work. The software needs to be updated to allow multiple downloads from t...
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Surely someone is referring this issue to their programming staff. We shouldn't have to fiddle with the dropdown to make it work. The software needs to be updated to allow multiple downloads from the same institution, as it did in prior years. We are pleading with you to get this fixed before April 15!
a month ago
I don’t believe my state, California, needed that form. My form was for federal only as far as they know, and I use the online version. Mine updated fine all was accepted, and I’ve already received m...
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I don’t believe my state, California, needed that form. My form was for federal only as far as they know, and I use the online version. Mine updated fine all was accepted, and I’ve already received my refund. I removed all items and re-entered them.
a month ago
Seems the token number was redacted. I will try again: Your token number is: 9 9 4 0 0 1 0 2-9 0 1 4 0 3 7 7 Ignore the space between digits. I am hoping this time it won't be redacted. @...
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Seems the token number was redacted. I will try again: Your token number is: 9 9 4 0 0 1 0 2-9 0 1 4 0 3 7 7 Ignore the space between digits. I am hoping this time it won't be redacted. @DaveF1006
a month ago
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026
You will have to wait for the IRS to either Accept or Reject your filed federal tax...
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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...
a month ago
See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/real-property/sold-rental-property-report/L4No7YsIW_US_en_US
a month ago
@DaveF1006 here it is. thanks for your prompt response. Your token number is: [phone number removed]0377
a month ago
Duplicate message
a month ago
Does it matter if she was a NJ Resident before we placed her in a NJ nursing home in 2024? We then sold her NJ house in 2024 and changed her address to her sibling/POA's PA address for Social Securi...
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Does it matter if she was a NJ Resident before we placed her in a NJ nursing home in 2024? We then sold her NJ house in 2024 and changed her address to her sibling/POA's PA address for Social Security, Medicare, all banking and financial investments, etc. All of her affairs are managed by her sibling POA in PA.
a month ago
You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.
Here are two ways to navigate to the section to enter the 6 digit IP PIN:
...
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You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.
Here are two ways to navigate to the section to enter the 6 digit IP PIN:
Log in and open your return ("Take me to my return")
Once the return is open, then go to the Federal Taxes tab.
Subtab Other Tax Situations
Scroll down to Other Return Info.
Choose Identity Protection PIN and Start (or Revisit.)
Next screen asks: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"
Or another way:
Open your return if not already open. ("Take me to my return.")
Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.
In the Tools window choose TOPIC SEARCH.
Enter IP PIN without quotes.
In the selection list highlight IP PIN and click GO.
Next screen asks: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"
Here's how you can fix a reject:
Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.
Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.
Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.
Additional reject instruction here.
a month ago
It depends on where/how you got them: Personal gift: The gift cards may have been taxable income to the GIVER when you RECEIVED them if a single person gave you more than the gift exclusion amount...
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It depends on where/how you got them: Personal gift: The gift cards may have been taxable income to the GIVER when you RECEIVED them if a single person gave you more than the gift exclusion amount, which is $19,000 for 2025. Exchanging a cash equivalent item such as gift cards or vouchers for either cash or items is not in itself a taxable act unless you sell them for more than the amount of the "gift". Taxable: Caveat that if you received them from your employer or as "prize money" then it is considered taxable compensation. So, work-related cards, prizes, and side hustle gift cards (someone can't pay you cash so they give you a gift card) are income. That card (to a store you never heard of) from a loving relative is not taxable income. Good luck!