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Hi, I was charged for TurboTax Live Expert Assist, but I never used any of the expert features — no calls, chats, or review. I didn’t realize I was upgraded to that version and just completed my retur... See more...
Hi, I was charged for TurboTax Live Expert Assist, but I never used any of the expert features — no calls, chats, or review. I didn’t realize I was upgraded to that version and just completed my return on my own. I only needed to file with investment forms (stocks/crypto), but I didn’t use any expert help. Is it possible to get a refund or adjust my price to the regular Premium version instead
Hi, I was charged for TurboTax Live Expert Assist, but I never used any of the expert features — no calls, chats, or review. I didn’t realize I was upgraded to that version and just completed my retur... See more...
Hi, I was charged for TurboTax Live Expert Assist, but I never used any of the expert features — no calls, chats, or review. I didn’t realize I was upgraded to that version and just completed my return on my own. I only needed to file with investment forms (stocks/crypto), but I didn’t use any expert help. Is it possible to get a refund or adjust my price to the regular Premium version instead
Thanks.
Yes, it can.  If you had to ID Verify, the IRS website says it can take "up to 9 weeks" after ID verification to process the return and receive a refund.   But it doesn't always take that long.   It ... See more...
Yes, it can.  If you had to ID Verify, the IRS website says it can take "up to 9 weeks" after ID verification to process the return and receive a refund.   But it doesn't always take that long.   It says "up to."   In other words, there's no good way to know.   If it takes longer than 9 weeks, you can phone them to check on the delay.
The 2nd screenshot with the entries on the 1099-DIV looks standard way to do it, that should be driving the amount of non-AZ muni interest added to your return.  You don't need to enter every state j... See more...
The 2nd screenshot with the entries on the 1099-DIV looks standard way to do it, that should be driving the amount of non-AZ muni interest added to your return.  You don't need to enter every state just states not taxable in AZ (note this may include territories like Puerto Rico etc) and the rest as "Multiple States".  But check the total on your AZ return, there can sometimes be an issue with that 1099-DIV screen.   I'm not familiar with AZ but looking at instructions below for Form 140 - to me it's looks like this is not included in your return, it's for your records in event of an audit so you probably have some latitude - I certainly wouldn't list each state here, or you could list the fund name(s).  You can check the PDF for "return only" to see if this schedule is in there for peace of mind.  Certainly keep the statements and supplemental info with the state % breakdown you used.   https://azdor.gov/forms/individual/form-140-arizona-resident-personal-income-tax-booklet   If you received tax exempt interest from municipal bonds, keep a schedule listing the payors and the amount received from each payor for your records. You should also keep supporting documents for amounts received from Arizona municipal bonds that are exempt from Arizona income tax. These may be items such as bank statements, brokerage statements, etc.
I assume you want to cancel your TurboTax subscription, you can do so by taking the steps listed here. 
To access prior-year TurboTax returns, Sign in to ‌TurboTax  You'll have to use the same user ID,  Go to Tax Home Scroll down to Your tax returns & documents Choose the desired year ... See more...
To access prior-year TurboTax returns, Sign in to ‌TurboTax  You'll have to use the same user ID,  Go to Tax Home Scroll down to Your tax returns & documents Choose the desired year Download or print the PDF. 
Thanks for your help. It turns out that there are no medicare premiums are being deducted.
I presume that the PDF with the watermark was downloaded at the Tax Home page.   Instead, here's a way to get a PDF that may not have the watermark--by going inside your return and using the Print Ce... See more...
I presume that the PDF with the watermark was downloaded at the Tax Home page.   Instead, here's a way to get a PDF that may not have the watermark--by going inside your return and using the Print Center to choose a PDF.  I've provided the steps below.   NOTE:  When you open your return back up, do not make any changes in it since you said it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.   Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2025, look for a link "Add a State." Click on "Add a State."  (you don't really add one.  That's just to open your return back up.) After the return interview is open, click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." The next screen should ask what you want in your PDF:  Federal. state, or both (I always save both--just in case) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.
Two questions: 1. Must the IRA Info Worksheet be filled out, or can I complete my tax return without filling it out? 2. Does the IRA Info Worksheet change/feed/populate anything on my return, o... See more...
Two questions: 1. Must the IRA Info Worksheet be filled out, or can I complete my tax return without filling it out? 2. Does the IRA Info Worksheet change/feed/populate anything on my return, or is it simply a record-keeping vehicle?   Please advise.  Many thanks!
Try clearing your cache and deleting your cookies. This usually resolves looping errors.   
It's pages 6 onward Also say s"E-File Only" I know I am not receiving my refund as it is directed to a balance I have, IRS let me know and I was expecting this Never had this type of issue before It i... See more...
It's pages 6 onward Also say s"E-File Only" I know I am not receiving my refund as it is directed to a balance I have, IRS let me know and I was expecting this Never had this type of issue before It is really important that I can print the hard copy.
I believe the dependency question on the MAC is in the My Info Section. Go to My Info Continue through the  basic personal information to the  Screen titled "Let's check for some other sit... See more...
I believe the dependency question on the MAC is in the My Info Section. Go to My Info Continue through the  basic personal information to the  Screen titled "Let's check for some other situations" Check the box:  Scroll down to find the checkbox saying  Another taxpayer can claim me as a dependent on their tax return. Select Yes or No, and answer the follow-up question regarding whether they will‌ claim you.
If you tried too many times at the IRS "Where's My Refund", then you may have to wait 24 hours before will let you use the tool again.  Instead, try the IRS refund hotline: 800-829-1954  You may not ... See more...
If you tried too many times at the IRS "Where's My Refund", then you may have to wait 24 hours before will let you use the tool again.  Instead, try the IRS refund hotline: 800-829-1954  You may not be locked out of it. But before phoning that, read the information below so that you have the correct info at hand.   First, you need to be sure the return was successfully filed.  It depends on how you chose to file the return.   If you filed a paper return by mail, TurboTax does not mail it for you.  If you chose that method, you would have had to print it, sign it, date it, and mail it yourself.  It takes at least 4 weeks for a mailed return to show up in the IRS WMR tool.     If you efiled, double-check to be sure the return was efiled successfully and accepted.  If you used Online TurboTax, you can sign into your Online Account and check the efile status at the Tax Home.  If you used desktop software, you can check from within the software. If that showed it was accepted, (or if you mailed a paper return), you can use the "Where's My Refund" tool at the IRS website below to monitor the status of your Federal refund.   https://www.irs.gov/refunds   If that IRS tool says it's not finding your information, here are some tips:   If you efiled, be sure you have waited at least 24 hours after acceptance before using the IRS WMR tool.   If you mailed a paper return, it won't show up in the tool for at least 4 weeks or longer. Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a screen.   Look at your actual Federal return to get the Federal refund amount, i.e., your Form 1040, Line 35a.
Good morning "community"  Are the 5695 electronic filing rejection error/calculation errors now corrected? If not, any suggestions how to DYI fixing the worksheet?  Thanks
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   Is the amount sent/issued by the I... See more...
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203 Are you also receiving a state tax refund? If so, the state refund is sent directly to you based on how you chose to receive the state tax refund. Use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=m7ulm2n7
I don't need another bank account, and instead of getting $500 early, I have to wait for the IRS, and then it'll take another 3-5 days to move my money from the Credit Karma spend account to one of my... See more...
I don't need another bank account, and instead of getting $500 early, I have to wait for the IRS, and then it'll take another 3-5 days to move my money from the Credit Karma spend account to one of my real bank accounts where I can use it.