All Posts

You can upgrade to the Live Assist or the Live Full Service.-https://turbotax.intuit.com/personal-taxes/online/#fullservice See this TurboTax support FAQ for how to upgrade using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-switch-higher-version-turbotax-online/L8sDiPeHV_US_en_US?uid=m9le9ckg

With the high volume of e-files during the past couple of days, it might be taking awhile for the return to be accepted.   Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   If the IRS accepted it, what does it say here?  (allow 24-48 hours after acceptance to look) https://www.irs.gov/refunds                Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”  

I found this thread because I have the same problem. California Schedule X, Line 11, Refund is not transferring over to the 540, Line 116 as required by the instructions. My e-filed amended return was rejected, probably because of this. I printed the forms and wrote in the amount on Line 116 and will mail it in.   It appears TurboTax California has a bug.

What is the code in box 7 on your Form 1099-R? The questions should have shown up even when you import the Form 1099-R. The only time they don't show up is when someone indicates the whole distribution was a Required Minimum Distribution (RMD) then you won't get the questions because you are not allowed to rollover/convert RMDs.   But you can try to delete and reenter the Form 1099-R to see if you get the follow-up questions.

The TurboTax online account fees are not based on a tax refund.  It is dependent on the type income, credits and deductions on you tax return.   The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2024 online tax return. Click on Clear & Start Over.

First you need to check the IRS refund site to see if your refund was issued, and look to see how much they issued.   If the IRS reduced your refund for child support or back taxes, the IRS will be sending you a letter.   https://www.irs.gov/refunds   Your tax refund was not sent to TurboTax.   TurboTax does not handle your refund at all.   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.  You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com              How can I see my TurboTax  fees?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   What is Refund Processing Service?

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax  Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

TurboTax does not get any information at all from the IRS after you file your tax return.  No one at TurboTax knows what the IRS is doing with your return.     Did you mail your return or e-file?   If you mailed it:   MAILED RETURNS       If  you mail a tax return (or a payment) to the IRS, it is a good idea to use a mailing service that will track it like UPS or certified mail so you will know it was received.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.    TurboTax will not know anything about your mailed return, and will continue to show “Ready to Mail” on your account.  TurboTax will not know that you put your tax return in an envelope and took it to a mailbox.  TurboTax does not get updates on mailed  (or e-filed) returns.       You need your filing status, your Social Security number and the exact amount  (line 35a of your 2023 https://www.irs.gov/refunds     Or......     Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”   When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   Does your TT account say that your return was accepted?  Or does it say something else—like “rejected”, “printed” or “ready to mail?”  If it does not say accepted then it was not filed unless you put it in an envelope yourself and mailed it.    TurboTax does not mail your tax return for you.     If your e-file was accepted:     If you chose to have your fees deducted from your federal refund:   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.  You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com  https://ttlc.intuit.com/questions/2580357-who-provides-the-refund-processing-service         Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.         TAX ADVOCATE     See this article for more info on how the Taxpayer Advocate Service works:: http://www.irs.gov/taxtopics/tc104.html   https://www.taxpayeradvocate.irs.gov/  

You say it was accepted ---and now you say it is "pending."  Is that your word----or a word you are actually seeing?   Where is the word "pending" appearing?    Is that a word you are actually seeing on the TurboTax site?       Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/ If the IRS accepted it, what does it say here?   https://www.irs.gov/refunds            Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”  

You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Unfortunately, I think they closed the loophole with the file modification steps posted earlier. I also get "there is an error in the log" "access denied" when trying to save module. If anyone has a work around for this, please post it. 

Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   If the IRS accepted it, what does it say here?   https://www.irs.gov/refunds              Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”

A replacement is NOT a repair, it is a replacement.  If you purchased a new unit, then it is an asset.  You would write it off or list it as an asset in the year you put it in service. Since you did this 3 years ago, you would need to amend your return for that year.  If you do not want to amend the return, you can just leave it go.  It would result in a refund, so there is no tax penalty for not taking your refund. 

Did you e-file your tax return and was it accepted? You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Did you do this?