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a month ago
Unfortunately the forms mode does not exist in Turbotax Online only in Turbotax Desktop. Any other suggestions?
a month ago
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow ...
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You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.
If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.
Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.
Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.
If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.
Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed
The Form 1040X is scheduled to be available on February 26. The date is subject to change, so check on 2-26 to see if it is ready. Before that, do not change anything at all on your return.
a month ago
And they when send a letter if further action is needed
Topics:
a month ago
ADDENDUM In case you need it, here is a link to the IP PIN FAQs at the IRS website: https://www.irs.gov/identity-theft-fraud-scams/frequently-asked-questions-about-the-identity-protection-person...
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ADDENDUM In case you need it, here is a link to the IP PIN FAQs at the IRS website: https://www.irs.gov/identity-theft-fraud-scams/frequently-asked-questions-about-the-identity-protection-personal-identification-number-ip-pin
a month ago
Topics:
a month ago
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day s...
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"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
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 2025 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
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
a month ago
Topics:
a month ago
Thank you for the suggestion. I will give this method a try although it is frustrating that the "step by step" method doesn't function properly. It will probably take me a couple of days to get to it...
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Thank you for the suggestion. I will give this method a try although it is frustrating that the "step by step" method doesn't function properly. It will probably take me a couple of days to get to it. Just one comment. You answered my post in another person's post so I wasn't looking for it here although I did get an email notification of your response. Thanks again.
a month ago
Hello In 2022, my wife overfunded her HSA by $703 and in 2022, 2023 and 2024, we paid 6% excise tax on the $703. In tax year 2025, we distributed the $703 out of the HSA and received a 1099-SA w...
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Hello In 2022, my wife overfunded her HSA by $703 and in 2022, 2023 and 2024, we paid 6% excise tax on the $703. In tax year 2025, we distributed the $703 out of the HSA and received a 1099-SA which included the $703 in box 1 and box 3 has code 2 for excess contribution. The questionnaire wizard for the form does not make sense. How do i enter this information for 2025 so that i do not pay excise tax on the $703? Also, is this distribution considered taxable income? If so, how do I enter the information so that it is taxable income but no excise tax being triggered? Note, that my wife is no longer covered under a high deductible health insurance plan as of 2023, 2024 and 2025. She is not employed. She still has an HSA.
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a month ago
TO REMOVE TURBOTAX LIVE
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
a month ago
Why is my state and my federal taxes delayed? It’s been over 21 days.
Topics:
a month ago
It may, it may not. If it is a publicly traded partnership, the PAL never flows to Form 8582. It's what's on the k-1 worksheet for the partnership for 2024 (carryover to 2025). If it's not, then the ...
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It may, it may not. If it is a publicly traded partnership, the PAL never flows to Form 8582. It's what's on the k-1 worksheet for the partnership for 2024 (carryover to 2025). If it's not, then the PAL comes from Form 8582 Part VII. column c
a month ago
I went into Wells Fargo and deleted the account link to Intuit - then went back to Turbo tax and used Wells Fargo Clearing services and just connected by brokerage account and then it worked.
a month ago
Topics:
a month ago
The projected availability date is currently 2/25/26. Use this tool to stay up to date on availability of forms such as 1040X, as the projected dates of availability may change: Tax form availability...
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The projected availability date is currently 2/25/26. Use this tool to stay up to date on availability of forms such as 1040X, as the projected dates of availability may change: Tax form availability
Here is some more information on filing amendments: How to File an Amended Tax Return with the IRS
a month ago
Ask your employer for another copy. TurboTax does not have your W-2.
a month ago
Topics:
a month ago
The Form 1040X is scheduled to be available on February 26. The date is subject to change, so check on 2-26 to see if it is ready. Before that, do not change anything at all on your return.
a month ago
2025?
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does no...
See more...
2025?
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.
If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.
Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.
Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.
If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.
Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed
The Form 1040X is scheduled to be available on February 26. The date is subject to change, so check on 2-26 to see if it is ready. Before that, do not change anything at all on your return.