All Posts

The instructions are a little different for a Mac.  Take a look at the following TurboTax help article for details to delete (remove) a form using the Mac desktop version of TurboTax.   How do I delete a tax form in TurboTax Desktop?   @Paulse3   

Please clarify if you received Form 1099-NEC for income that needs to be reported on your business or individual return. Or did you prepare Form 1099-NEC for someone who worked for your business and are asking where to report that expense?   Also, what version of TurboTax are your working with?

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:  TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on Send and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.     *(If using a MAC, go to the menu at the top of the screen, select Help, then, "Send Tax File to Agent”)  

Aas of January 28, 2026, I have not had the Home Energy Credit Deduction section update instilled. May I please have someone reply to when will I receive the update so I may complete my 2025 tax forms? Thanks, and again please reply I have been a TurboTax user for 15 years and this is the first time I had this kind of issue. 

It depends. If a Taxpayer uses Itemized Deductions and claims State Income Taxes paid on Schedule A, and then gets a refund for state taxes paid, the refund may be taxable the following year (for the tax year that the refund was received).   A good rule of thumb is to think "If I had gotten this refund last year, would it have made a difference in my Federal tax liability on that return?"   If you used the Standard Deduction the previous year, the state refund is not taxable. If you itemized but used State Sales tax, the state income tax refund is not taxable. If you itemized but the refund can be offset by a limit on the tax you were able to claim (such as the SALT limit) the refund is only taxable for the portion over the limitation (if any). (example, you paid 12,000 property tax but could only claim 10,000 on your 2024 return, a refund of 2,000 or less is not taxable)   You can enter the 1099-G and continue through the interview, however if you are sure it is NOT taxable, you needn't enter it. 

New York's inflation refund checks (up to $400) are generally not taxable federally or by New York State because they are considered a government assistance payment for specific relief, not a refund of prior-year taxes

Please check the following website to determine if your heat pump qualifies for the tax credit:  US DOE Tax Credit Product Lookup Tool.  This will let you know whether you heat pump qualifies for the credit.   If this tool shows that you are eligible for the credit, please check all entries in TurboTax.  To qualify, it has to be on an existing and not new property located n the US and placed in service by you - those two questions need to be answered yes in TurboTax.  Make sure that the home address matches up with the property where the energy efficient property was installed.   Also, as mentioned earlier, getting this credit requires you to have a tax liability - the amount of the credit may be limited if it exceeds your tax liability or zero if you have no tax liability.

If you have taken depreciation in the past, you will need to wait for this section to be updated so you can report depreciation again this year. Although the forms availability table indicates that Form 4562 is ready to e-file, the final update for depreciation calculations has not been released.   We recommend that you wait a few days for additional TurboTax Online updates to be released, which should resolve the experience you're having with Depreciation.

Keep watching your e-mail for a notification about your return.    After the IRS has accepted your return, wait for 48 hours.    If you already set up a Credit Karma account while filing with Turbo Tax, you can check your tax refunds status through both TurboTax and Credit Karma.  For more details go to the links below:   TurboTax refund advance Credit Karma Refund Tracker   

Thanks so much. Does that mean if I am itemizing the state income taxes that were withheld in 2025 will show up as a deduction on my tax return? Where will I be able to see that when reviewing the final return before submission?