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a month ago
Try deleting an reentering the Form 1099-R, making sure when TurboTax asks what you did with the money that you say that you "did something else with the money," that you cashed it out. You must no...
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Try deleting an reentering the Form 1099-R, making sure when TurboTax asks what you did with the money that you say that you "did something else with the money," that you cashed it out. You must not indicate that you rolled the money over to another retirement account. (It doesn't matter that the distribution was done in-kind, TurboTax still refers to it as money.) Check to see that the amount appears on Form 1040 line 5b. Unless you your tax return includes some other distribution from an employer plan, insurance plan or annuity that is not fully taxable, line 5a should be blank. Make sure that the Rollover box on line 5c of Form 1040 is not marked unless you rolled over some other distribution from an employer plan.
a month ago
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Your refund could be offset. The IRS and State Governments have the abil...
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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts. You generally will receive a letter stating what the offset was for. The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.
Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"?
Why do some refunds take longer than others?
What if my IRS refund is taking longer than 21 days?
a month ago
1 Cheer
If you continue and pay, no, you will not be required to file right away, but will be able to print all your documents.
a month ago
Thank you
a month ago
Will this be flagged by the IRS because it doesn’t match what was submitted to them by the brokerage firm? I don’t want the hassle of an audit just because TT will not process the form as provided
a month ago
I haven't got my money the date was 3/15/2026
Topics:
a month ago
To clarify, did you have more than $1500 in interest income and was there a foreign tax reported on line 6 on a 1099 INT or Line 7 of a 1099 DIV?
a month ago
Did you print all forms and worksheets?
Here's how to get all the forms and schedules.
TurboTax Online:
Sign in to your TurboTax Account.
Scroll down to the "Your tax returns & do...
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Did you print all forms and worksheets?
Here's how to get all the forms and schedules.
TurboTax Online:
Sign in to your TurboTax Account.
Scroll down to the "Your tax returns & documents" section.
Select the specific tax year you need (e.g., 2024).
Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center).
In the left-hand menu, select Tax Tools > Print Center.
Select Print, save or preview this year's return.
The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms."
Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.
TurboTax Desktop:
If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app).
Open your saved .tax file.
Go to File > Print.
In the print window, select the radio button for "All forms and worksheets."
Choose "Save as PDF" to keep a digital copy with every detail.
a month ago
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
a month ago
1 Cheer
Thank you. I did find the place where you enter paid estimated taxes, under the summary not Deductions and Credits as many places stated it was. I think Intuit needs to make this clearer.
a month ago
The 1098-T from your school shows how much you paid in tuition in box 1 and how much you received in Scholarships and Grants in box 5. Do you have taxable income? Was box 5 scholarships more t...
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The 1098-T from your school shows how much you paid in tuition in box 1 and how much you received in Scholarships and Grants in box 5. Do you have taxable income? Was box 5 scholarships more than box 1 tuition expenses? Are you using ABLE funds to pay for schooling? I am assuming you are in your first 4 years of school and an adult over 23 years old since you said you are just starting school and you are disabled. You may be able to use the 1098-T to claim an education credit, if you qualify. If you have taxable income high enough that you have a tax liability, you may be able to claim the full American Opportunity Tax Credit. If you do not have taxable income, you may still be able to claim the refundable portion of the AOTC if you paid for the tuition and fees out of pocket or through a loan. To enter it select the following: Federal Deductions and Credits Education Form 1098-T If your tuition was fully paid for by grants or scholarships, then generally you would not be able to claim an education credit and you would not need to enter your 1098-T on your return, unless box 5 is greater than box 1 and results in taxable income. There is an IRS allowed loop hole to this which is treating your scholarships and grants as taxable income that was used to pay for room and board. If you use the grants to pay for room and board (living expenses other than qualified education expenses) you could still claim the refundable portion of the AOTC. To do this, in TurboTax, when you are asked was any of the scholarship used to pay for room and board answer yes and enter the amount. Also, be sure to include any other required books and expenses that you did not pay directly to the school. If you have no other income, then it is likely that your standard deduction will wipe out the scholarships and grants you claim as taxable income. The AOTC is worth up to $2,500 which consists of a maximum $1,000 refundable portion or 40% of your expenses up to $4,000. If you used ABLE funds to pay for your education, then you would not need to enter this on your return as the ABLE funds are tax free when used for qualified expenses and you cannot "double dip" meaning you cannot take a tax credit for expenses that are paid for with tax exempt income. NOTE: If someone else claims you on their return, they would enter the 1098-T on their return to claim any education credits. You cannot claim an education credit if you are claimed as a dependent on someone else's return. If you have passed the first four years of your education, then you would not qualify for the American Opportunity Tax Credit. However, if you did have taxable income that leads to a tax liability, then you may be able to claim the $2,000 NON Refundable Lifetime Learning Credit
a month ago
Federal and state tax refunds are processed and issued separately by the IRS and your state.
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information ...
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Federal and state tax refunds are processed and issued separately by the IRS and your state.
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.
If accepted by the state 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_...
a month ago
Yes. Here's a FAQ: How do I use the Fair Market Value (FMV) tool to enter donations?
a month ago
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns...
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Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns quickly and some are very slow.
STATE RETURN
Make sure your state return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/
To track your state refund:
ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
a month ago
If the IRS is just requesting form 8962, then you do not need to amend your tax return. You just have to enter your form 1095-A in TurboTax. TurboTax will prepare a form 8962 that you can print out a...
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If the IRS is just requesting form 8962, then you do not need to amend your tax return. You just have to enter your form 1095-A in TurboTax. TurboTax will prepare a form 8962 that you can print out and send to the IRS.
Please read this TurboTax Help article on how to respond to the IRS in this case.
a month ago
1 Cheer
there should be a box "I need to adjust my total cost basis" or similar (I'm on desktop not online) which allows you to input other adjustments for wash sales, AMD etc using adjustment codes (it won'...
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there should be a box "I need to adjust my total cost basis" or similar (I'm on desktop not online) which allows you to input other adjustments for wash sales, AMD etc using adjustment codes (it won't reference 1f, 1g etc) note when you make these adjustments to a sales summary you are required to send the details to the IRS either by mailing your 1099B (as a substitute for filling out for Form 8949) using Form 8453 to the IRS; or TT Online allows upload of PDF to satisfy this reporting. if you don't have many wash sales you can avoid this by splitting the 1099B, enter the sales with adjustments as "one by one" which will put the details on Form 8949 in your filing, and enter the balance of your 1099B without these items as a sales summary and check totals on Schedule D. See also https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L0ygGdIiE_US_en_US https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individual-income-tax-irs-e/L5gK5lbax_US_en_US
a month ago
Not sure you saw my previous message. Not sure if this is your problem but I thought I had google chrome setup as my default web browser. I checked and it was not, so I switch default to chrome and i...
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Not sure you saw my previous message. Not sure if this is your problem but I thought I had google chrome setup as my default web browser. I checked and it was not, so I switch default to chrome and it worked. Must not have been able to use the other browsers and I don’t know why since I was trying to use chrome. Good luck!
a month ago
Here are two FAQs to help: What if I'm having trouble with my filing verification code? and How do I get a verification code if the email address is wrong?
You can change the email address asso...
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Here are two FAQs to help: What if I'm having trouble with my filing verification code? and How do I get a verification code if the email address is wrong?
You can change the email address associated with your account through your account settings.
Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.
To Change Your Email Address:
Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button).
On the Account Manager page, select the Sign in & security menu.
Select the Email address section.
Enter your new email address and then enter it again to confirm.
Enter your current password when prompted to verify the change.
Select Save.
Check your new email inbox for a verification link from Intuit and click it to finalize the update.
If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.
a month ago
No one can call you from the user forum.
This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be fr...
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No one can call you from the user forum.
This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax. Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.
UPDATE MY ACCOUNT
https://ttlc.intuit.com/community/account-updates/help/how-do-i-update-my-turbotax-account-information/00/25927
a month ago
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