All Posts

After upgrading to live help, and after multiple TurboTax "professionals" botched things to the point that I filed amended Federal and State returns - and ended up over-paying on both, I gave up and will never use Turbo Tax or any Intuit product again. Not ever. Mind you, they (3 different so-called accountant pro's) wasted dozens of hours of my life on the phone with them over a few months in 2024. It was impossible to get a refund from Intuit even though I cancelled my service subscription; the online refund portal did not work; and I never received a response or acknowledgement when I sent a letter and receipts and polite requests to them by mail. My advice is to give up immediately, file for an extension (which is free .... simply pay what you think you owe now), and consult a private CPA or one of those storefront tax outfits like H&R Block. I wish I could offer some help -- but I can't. And for that matter, do not waste your time trying to get help from TurboTax. Whatever they tell you will only make matters worse.

Try to  delete the form Contribution Fund School District Number Smart Worksheet then go back to the state section and run the error check.   Windows instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove. After the form is generated in the right pane, select the Delete Form button. Follow any onscreen instructions to remove the form or forms. Mac instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name]. Follow any onscreen instructions to remove the form or forms.

How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund      If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance   Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629        

Came here to say this. have used turbotax for years but this is a scummy tactic to get more of my money. I will gladly pay the standard fee for the service, but as my taxes are simple the advanced options are not used but i am FORCED into using it as it gives me no choice. Therefore scummy website stealing my money.