All Posts

If you have imported Form W-2 did you try deleting your W-2's and reentering them? Sometimes that clears up issues. Or if you can't import them enter them manually.   Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"                Click on "Add a W-2" or if you are deleting your Form W-2 you can click on the garbage can icon to delete it  On the next screen click on "Type it Myself"   On the next screens you will be prompted to enter your W-2 information from your form Answer all questions on the follow-up screens If you are using TurboTax Desktop, you can enter your Form W-2 as follows: Open or continue your return Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"               Your screen will say "We'll start with your W-2", click the box "Work on my W-2" want to file or if you are deleting your W-2 click on the garbage can icon to delete it Your screen will say "Let's Start With a Bit of Info From Your W-2" , enter your Employer ID from Box b of your W-2" Click on "Continue" You can select "Type it myself" The next screens will prompt you for the information you see on your W-2. Answer all questions on the follow-up screens   Click here for additional information on manually entering your W-2.   Click here for additional information regarding editing your Form W-2

You will need to contact the IRS for information. It might be easiest to set up an account with them. Then you can see what the IRS does with your account.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional. 

Your mother would report a sale of stock on her individual income tax return. You an follow the steps below to enter her investment sale.   If the gifted interest is greater than $18,000 in 2024, then a gift tax return must be filed even if there is no gift tax due to the lifetime exclusion amount. The lifetime gift/estate tax exemption was $13.61 million in 2024. To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2024?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales?

I guess my question then is, does that payment information get transmitted automatically even though I didn't actually file my return because of the extension? The payment has yet to be drawn from my account as of the morning of 4/16.

Make sure that when you get to the Ohio return, you select the correct county so that the correct list of school codes come up.  If you still have issues, you can clear your cache (that is, remove these temporary files).  A full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.    

You will need to go all the way back to the beginning of the entries about your S-Corp and change your answer to that question.  As long as that answer is there then the system will think you need to attach the 2553 no matter what else you do.   @peterhuang69 

The software is updated many times, I also have rebooted my laptop many times.  I don't have firewall nor antivirus running on my computer.  I will try again later and hopefully I can call in support line for real time support.  Thanks.

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

To E-file your tax return, you will need EITHER last year's self-created 5-digit PIN, or last year's AGI (adjusted gross income). Your 5-digit PIN isn't saved anywhere; in this case you can use you AGI instead.    Your 2023 AGI is located within your prior-year tax documents Form 1040, Line 11.   There are a few reasons why your AGI, even if it is correct, it might not work, such as if your 2023 return was processed after April 15th, 2024. In this case, you can try putting "0" for the AGI. See the link below for more details and scenarios. If after trying with "0" it keeps getting rejected, you will have to paper-file your return.   How do I find last year's AGI? Yes. You can fix it through the app. However, sometimes it's difficult to see all the features from the app. If you are having any difficulties, try switching to a computer/laptop, or to a web browser within your phone. 

Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.   If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps:    TurboTax Online  In TurboTax Online, sign into your account. You should be on your Tax Home page. Scroll down to Your tax returns & documents. Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu). Once you're in your return, you can navigate around as usual. Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center. Click Print, save or preview this year's return TurboTax CD/Download  Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.   In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.

oops, Wow, now I see by your original post that you did request an extension. The deadline is Oct 15, 2025.   You must add a sufficient cushion to prevent a second new excess. Using the other procedure (Form 5329) may be simpler and leaves the most money in your Roth IRA.   @Taxdog_2025 

I’m not worried about using my AGI. I just want to know what changes on the record of account. I added self-employment to my amended tax return does that get reflected on the record of account? I need to know what are the actual changes I will see on my record of account after I have amended my return. Does my self-employment get added to the AGI or does it stay separated in the SE taxable income? Whoever responds please read my question carefully before answering to avoid confusion. THANK YOU!

You would need to check your bank account to see if the payment has been withdrawn. TurboTax does not take the payment out of your account, they transfer the information to the IRS and then the IRS withdraws the money from your account. 

You can try closing out of TurboTax and delete cookies and clear your cache and then sign back into your TurboTax account.   You can also try contacting TurboTax Customer service using this link: Turbo Tax Customer Service or you can call us at 800-446-8848.  

Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1