All Posts

Go through the estimated tax payments for next year section.   You will be able to enter your estimates of your 2025 income and deductions to generate accurate estimated tax payment vouchers for 2025.    How to print 1040-ES vouchers for next year   When you get to the screen below - click on Review Now - you will be able to enter your figures on the following screens.    

Please see this TurboTax Help Article for instructions on how to view a copy your 2023 Federal Taxes: How do I view, download, or print a prior-year tax return?   Your credits will be listed on your Form 1040, Tax and Credits section (Lines 19 and 20) and any refundable credits will be listed in the Payments section (Lines 27, 28, & 29)  

To enter your 1099-R, please follow these steps:    Sign in to TurboTax and choose continue or Pick up where you left off On the left side bar, choose Federal and then Wages & Income Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Answer YES on the screen Did you get a 1099-R in 2024? On the Let's import your tax info screen, Choose the box Change how I enter my form On the How would you like to upload your 1099-R? screen, choose the Type it in myself box Choose the 1099-R box associated with your form. (Most will be the 1st box) and click Continue From here you can enter the information from your Form 1099-R Walk through all of the follow-up questions until complete

If you entered the 1098-T, Form 8863 was generated by TurboTax.   Delete Form 8863 and if you are not reporting scholarship income, you can delete the 1098-T as well.   Then try to e-file again without upgrading.   If you already upgraded, you can downgrade back to Free after the education credit form is removed.     How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop

TurboTax Free Edition is designed for simple tax returns that only require Form 1040 and a few specific schedules (like Earned Income Tax Credit, Child Tax Credit, and Student Loan Interest).    Here’s why you might be seeing charges and how to downgrade:   Why You Might Be Charged Complex Tax Situations: If your return includes forms or schedules not supported by the Free Edition (e.g., Schedule A for itemized deductions, Schedule B for interest/dividends over $1,500, or Schedule C for business income), TurboTax will prompt you to upgrade You can check which forms are included in the Free Edition here How to Downgrade Switch Products: Open your return, select Switch Products from the left menu, and choose Downgrade. Note that this option is only available if you haven't paid or registered Or if you prefer, you can also downgrade by clearing and starting over: Clear and Start Over: If you haven't paid or registered yet, you can clear your return and start over with the Free Edition. Go to Tax Tools on the left side of the screen, select Clear & Start Over, and choose the Free Edition. For more detailed guidance, you can refer to TurboTax's help articles here and here