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August 21, 2025
6:44 AM
Caution-----do NOT mess around with your 2024 return in order to create that "dummy" return or you will destroy the 2024 return. If you want to "play" around with the software to create an estimate...
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Caution-----do NOT mess around with your 2024 return in order to create that "dummy" return or you will destroy the 2024 return. If you want to "play" around with the software to create an estimate, start a "dummy" account to use for that.
August 21, 2025
6:41 AM
Just the EIN of the estate: Identifying number. If you are acting for an individual, an individual debtor, or other person whose assets are controlled, the identifying number is the social secu...
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Just the EIN of the estate: Identifying number. If you are acting for an individual, an individual debtor, or other person whose assets are controlled, the identifying number is the social security number (SSN) or individual taxpayer identification number (ITIN). If you are acting for a person other than an individual, the identifying number is the employer identification number (EIN).
August 21, 2025
6:41 AM
If you have been the victim of identity theft:
https://ttlc.intuit.com/questions/1900655-what-to-do-if-you-suspect-tax-related-identity-theft
Most important) Follow the IRS proced...
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If you have been the victim of identity theft:
https://ttlc.intuit.com/questions/1900655-what-to-do-if-you-suspect-tax-related-identity-theft
Most important) Follow the IRS procedures for reporting a fraudulent return, documented here: www.irs.gov/uac/Taxpayer-Guide-to-Identity-Theft
IRS INFORMATION REFERRAL TO REPORT VIOLATION OF TAX LAW
https://www.irs.gov/pub/irs-pdf/f3949a.pdf
If your Social Security number is compromised and you know or suspect you are a victim of tax-related identity theft, take these additional steps:
Respond immediately to any IRS notice; call the number provided.
Complete IRS Form 14039, Identity Theft Affidavit. Then print and mail or fax according to the instructions.
Continue to pay your taxes and file your tax return, even if you must do so by paper.
6-digit IP NUMBER FROM IRS
https://content.govdelivery.com/accounts/USIRS/bulletins/2af48f0?reqfrom=share
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
to get you new PIN from the IRS
- https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
August 21, 2025
6:37 AM
The current software is for 2024 and has been written for 2024 tax laws. The newly passed tax laws have not been included in the current software. You can use the current software for an "estimate...
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The current software is for 2024 and has been written for 2024 tax laws. The newly passed tax laws have not been included in the current software. You can use the current software for an "estimate" but be aware that it is merely an estimate. The software for 2025 returns will become available in mid to late November, and will require many updates.
August 21, 2025
6:34 AM
You will need online Premium if you are going to switch to online instead of desktop. You will still be able to transfer your 2024 tax file to the 2025 online software. You will need to do that at...
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You will need online Premium if you are going to switch to online instead of desktop. You will still be able to transfer your 2024 tax file to the 2025 online software. You will need to do that at the very beginning before you enter any new 2025 data.
August 21, 2025
5:59 AM
I currently use desktop Home and Business. My computer won't take Windows 11, so I want to use online turbotax next year. What do I use instead of Home and Business.
August 21, 2025
5:52 AM
@dmertz wrote:
"The $800 earnings will be taxable plus 10% penalty if you are under age 59-1/2. "
Almost certainly not. There will likely be no penalty because the distribution of the $80...
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@dmertz wrote:
"The $800 earnings will be taxable plus 10% penalty if you are under age 59-1/2. "
Almost certainly not. There will likely be no penalty because the distribution of the $800 will almost certainly be from Roth IRA contribution basis acquired from the permissible contributions made for earlier years.
Yes, sorry about that. As long as there is prior contribution basis in the Roth IRA, the withdrawal won't be taxable (depends on your history of other prior contributions and withdrawals).
August 21, 2025
5:16 AM
Here's the regretful issue that happened: I opened my Windows TurboTax Premiere 2024 to start an amended return, and I saw the top banner reset to 0 for state (CA) but the federal showed the orig...
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Here's the regretful issue that happened: I opened my Windows TurboTax Premiere 2024 to start an amended return, and I saw the top banner reset to 0 for state (CA) but the federal showed the original balance due (the balance I already paid electronically on original filing of Apr 15). I searched these forums and found a post saying ignore this banner on amended returns since it may be incorrect. So I decided I'd ignore it and went to make the amendment, which was to add a missed field for US gov security dividends (treasuries) that got taxed on my state return. After I made the change, I saw my CA banner show a refund while federal number didn't change (as I'd expect). When I printed the final returns in PDF, I saw these issues in the 1040-X form: "Itemized deductions or standard deduction" had an "original amount" field that was 50 less than the actual, while the "correct amount" was the actual original amount. "Estimated tax payments" had an original that was larger than what it actually was (no idea how or where it got that number), while the "correct amount" was the actual original amount. The net effect was a large negative net change that became "Amount you owe" (line 20). Before I went to the e-filing steps, I got a message saying my federal taxes didn't change are you sure you want to proceed? I thought great, if it didn't change it means it sees my final number didn't change i.e. I won't get charged. So I submitted the federal by e-file followed by state. A couple days later I got that line 20 amount withdrawn from my account! I happen to barely have enough savings to cover the overdraft of my checking.... I went back and attempted to amend a second time, and have yet been able to figure out how to make it refund that amount that was taken from me. Besides it didn't show me an option to e-file again, and I don't want to wait months for a refund! In summary, please help answer: What is the right/best way to fix this? How can I e-file it, or why is it not supported and is there any alternative to e-file a second one?
August 21, 2025
4:59 AM
Topics:
August 21, 2025
4:56 AM
August 21, 2025
4:09 AM
@ Impulse wrote: My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing o...
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@ Impulse wrote: My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2024 return? Thanks in advance to you and the community for all your time and help Sorry, but I don't have any idea what is in a current update. I have my TurboTax update options set to either ask me or require manual check for updates, so I don't get any automatically--only if I elect to do so. If you're concerned, print out the 2 pages of your original Form 1040 as they appeared when you filed (assuming you saved a PDF or a separate original tax data file), and then print out the 2 pages of the 1040 after the recent update, and compare the 2 forms line by line to see if something changed with the new update. If it did, then dig deeper into that particular line; i.e., look at the schedules and worksheets that produced that figure. Do the same for any state return, if applicable. You wrote: "Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2024 return?" No, sorry I can't tell you anything about the "What-if" worksheet. I don't use that tool, but I'd be surprised if TurboTax spends time updating it since they have their hands full programming the new product for the new tax laws. You'd just have to look to see if anything changed in the "What-if" worksheet. @Impulse ADDENDUM: According to subsequent posts below from users using the What-if Worksheet, apparently in the latest update there was indeed an update in its functionality for 2025, so TurboTax did devote some effort to it. Read the comments below from those who tried it.
August 21, 2025
2:20 AM
@mesquitebean My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2...
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@mesquitebean My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2024 return? Thanks in advance to you and the community for all your time and help -Impulse
August 21, 2025
12:49 AM
1 Cheer
@diverjer got you beat. my computer dates back to 2014 and runs w10 just fine. many of its programs probably could not be installed on w11 which is the reason I refuse/can't upgrade.
August 21, 2025
12:40 AM
3 Cheers
If competitors go the W11 route, I think my choice would be to buy a cheap laptop just for tax return prep and no guarantee I wouldn't switch to a competitor.
August 21, 2025
12:37 AM
@rk911 Quicken is no longer an Intuit product. so they can do as they please regarding W11
August 21, 2025
12:36 AM
1 Cheer
I wait to see what Intuit's competitors do for 2025.
August 21, 2025
12:23 AM
6 Cheers
for windows using online OS 8.1 and 10 required. for desktop no one can say if Intuit will change its mind if enough users abandon it. I think it's gambling desktop users will switch to online. we a...
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for windows using online OS 8.1 and 10 required. for desktop no one can say if Intuit will change its mind if enough users abandon it. I think it's gambling desktop users will switch to online. we also have to see what other desktop apps will do for the 2025 tax year.
August 21, 2025
12:07 AM
The link you posted for the Intuit signin above is not the secure version of the TurboTax URL, but it's possible that the http link should normally redirect to the https (secure) version when it's wo...
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The link you posted for the Intuit signin above is not the secure version of the TurboTax URL, but it's possible that the http link should normally redirect to the https (secure) version when it's working. Maybe it's not redirecting properly. In any case, try placing an "s", i.e., using https instead of http and see if that makes a difference when you go directly to the secure URL. NOTE: You may wish to clear your browser Internet cache before trying again, or it may remember your previous results. If using the direct https link didn't help, try using Private Browsing mode (aka Incognito Mode) to see if the error recurs. If you still get an error message after all that, do you have a different browser to try?
August 21, 2025
12:02 AM
here are some suggestions, use at your own risk or contact support. the issue is can be caused by MS Edge, your device, firewall or antivirus. This is not a Turbotax bug. I use Edge and can reach the...
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here are some suggestions, use at your own risk or contact support. the issue is can be caused by MS Edge, your device, firewall or antivirus. This is not a Turbotax bug. I use Edge and can reach the sign-in site
5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848
1. Clear Browser Cache and Cookies
Open Edge.
Click the three dots (menu) in the top-right corner and select Settings.
Go to Privacy, search, and services.
Under Clear browsing data, click Choose what to clear.
Check Cookies and other site data and Cached images and files.
Click Clear now. Disclaimer: Your browser automatically saves temporary internet files to help pages load faster. Clearing this cache will sometimes fix website issues. Please back up all your personal files first, such as Favorites, to ensure you do not lose data.
2. Check Your Network and Firewall Settings
Ensure that your firewall (including third-party firewalls) isn’t blocking the website.
Power cycle your network hardware:
Turn off your router and modem.
Wait for 30 seconds.
Turn them back on.
Test the website on a different network (e.g., mobile hotspot) to rule out local network issues.
3. Flush the DNS Cache
Press Win + R, type cmd, and press Enter.
In the Command Prompt (run as administrator if you have that authority), type the following command and press Enter: ipconfig /flushdns
4. Try a Different Browser. To determine if the issue is browser-specific, attempt to access the site using a different browser (e.g., Chrome or Firefox).