All Posts

If you do not have a mortgage you should be able to continue past this section.   However, if a Form 1098 was transferred from the 2024 return you will need to delete the form. Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form

MY RETURN IS IN PENDING—what does that mean?   You will not get any information from the IRS refund site while your return is in pending.  The IRS does not have your return yet.   Did you e-file?  Did you click that big orange button that said “Transmit my returns now?”  If so, your return is now in “pending” on a server.  Do not try to change anything while your return is in pending.On January  26  the IRS will begin to accept/reject e-files.  The IRS accepts a FEW returns in test batches ahead of January 26—-but that is very random.   Watch your emails—including your spam folder—for the notice about whether your e-file has been accepted or rejected.  If your return is rejected you will be able to make corrections before re-filing.   If the return you e-filed is accepted you will have to wait until it has been fully processed and then amend it to fix any mistakes or omissions.  It has been taking the IRS four to six months—sometimes longer—to process amended returns.   If you e-filed your state return there will be another email later that tells you if the state was accepted or rejected.   WARNING:   Do not try to change anything on your return while it is pending.   https://www.irs.gov/newsroom/irs-announces-first-day-of-2026-filing-season-online-tools-and-

It depends,  in order to claim your child, your child will need to meet the following tests (click on the blue links for more info on how to meet each test):   Relationship: Be your son, daughter, stepchild, eligible foster child, brother, sister, half-sister or -brother, stepbrother, stepsister, adopted child or the child of one of these Age: Be under age 19 or under 24 if a full-time student, or any age if permanently and totally disabled Residency: Live with you for more than half the year, with some exceptions Support: Get more than half their financial support from you Joint return: Not file as married filing jointly unless only to claim a refund of taxes paid or withheld   If your child's SSN reads "valid for work only with DHS authorization," be sure to check the "not valid for employment" box since it was stated that the DHS authorization has expired.  If this is the case, you will not qualify for the Child Tax Credit but may still qualify for the other dependent credit.   For more information about dependents, see the following link; IRS Dependent explanation.  

Do you have other income other than your W-2.  If you don't have taxes taken from that other income, it will cause a withholding shortfall. I still suggest that you complete a W-4 for your employer, as VolvoGirl suggested.  

The IRS has not finalized all forms and instructions yet to reflect the new tax laws. TurboTax cannot finalize the software until after the IRS publishes all the necessary guidance.  TurboTax will then need time to make the updates to the software.    While you can start preparing return in TurboTax, the return cannot be officially e-filed until the IRS systems are open for the season. The IRS will begin accepting and processing 2025 tax returns on Monday, January 26, 2026.    Please note: If you start preparing your return now, be aware that the calculations made by the software may not be accurate and might change.    You can use this link to reference when specific tax forms will be available. You can search by TurboTax Product and for IRS and state-specific forms.

Yes, you can switch to a tax expert at any point during your preparation process.   TurboTax offers two ways to get professional help depending on how much control you want to maintain over the return.   TurboTax Live Expert Assist If you want to keep doing your own taxes but have an expert review your work or answer specific questions, you can upgrade to Expert Assist. You get unlimited on-demand help from experts via live video and a Final Review of your return before you file.   How to switch:  Click the Live Help or Expert Help button in the top menu of your TurboTax screen.  You will be prompted to upgrade, and you will keep all the data you have already entered.   TurboTax Live Full Service  If you decide you don't want to finish the return yourself, you can switch to Full Service and have an expert do everything for you.  You get a dedicated tax expert who does your taxes from start to finish. You upload your documents, and they handle the data entry and filing.   How to switch:  Select Upgrade from the side menu.  Choose the "Real Experts Help or do it for you" tab.  Select Full Service.

If you are reporting the home daycare income as self-employment income on Schedule C of your personal income tax return, the appliance purchase may be reported as a depreciable asset and included in your Business Asset Summary.   The Depreciation and Amortization section will be ready by February.   It is not known whether or not this is an item which is 100% dedicated to the home daycare business.  It is not known whether you have elected some other format to report your home daycare business.   In TurboTax Online, you would report a depreciable asset by following these directions.   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click to the right of Self-employment income and expenses. At the screen Your self-employed work summary, click the pencil icon to the right of the self-employment activity.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.    

No, form 3903 has to do with moving expenses, it has nothing to do with 1099-Rs.   The bug is just in the email alert system; it means you can't sign up to get an alert when 1099-Rs are fully supported in TurboTax 2025.   It doesn't imply there will be any problem with 1099-R processing once they are supported.   There is an early post which indicated 1099-Rs will be supported in the 1/21 update.  We can all check after that to see if that is correct.  

It is NOT saving my choices in the "Which months?" screen.  I'm not changing my answers every time I complete that screen.    It is LOSING my answers on Save.  As a result, it is taxing my HSA distribution on Form 8899 which is carried over to Schedule 1, Item 8F, which is carried over to 1040 Line 8.    Are you part of the Turbotax programming team?