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April 16, 2025
6:50 AM
If it keeps getting rejected, you will need to paper-file your return
Some general information
To E-file your tax return, you will need EITHER last year's self-created 5-digit PIN, or la...
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If it keeps getting rejected, you will need to paper-file your return
Some general information
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?
April 16, 2025
6:49 AM
If you have not registered, paid or e-filed you can clear and start over in a lower version of the software.
CLEAR AND START OVER
https://ttlc.intuit.com/turbotax-support/en-us/help-article/c...
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If you have not registered, paid or e-filed you can clear and start over in a lower version of the software.
CLEAR AND START OVER
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost
https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
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
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
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
April 16, 2025
6:48 AM
@rfm2 The TurboTax online editions can only be used for 2024.
The 2023 amended tax return can only be printed and mailed. it cannot be e-filed using TurboTax.
April 16, 2025
6:47 AM
1 Cheer
Can you try opening the link in an incognito browser? When I click on it I don't get what you describe.
April 16, 2025
6:47 AM
To locate the fees section, view the link below
How do I review my fees in TurboTax Online?
To see why are you being charged or to remove any non-desirable fees, click on the link below
...
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To locate the fees section, view the link below
How do I review my fees in TurboTax Online?
To see why are you being charged or to remove any non-desirable fees, click on the link below
Why am I being charged for TurboTax Free Edition?
April 16, 2025
6:47 AM
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 proc...
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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.
April 16, 2025
6:46 AM
If you claimed a Section 179 deduction for any new assets, the amount of that depreciation should appear under your Business Expenses >> Assets and Depreciation in the Depreciation column.
This...
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If you claimed a Section 179 deduction for any new assets, the amount of that depreciation should appear under your Business Expenses >> Assets and Depreciation in the Depreciation column.
This expense also appears on Schedule C Line 13 and on the Depreciation and Amortization Report in the Section 179 column.
To see the forms in your return, see How do I get a PDF of my return?
April 16, 2025
6:45 AM
Please explain "won't let me file them." What happens when you try to e-file? Is it being rejected? Are you getting some sort of error message?
April 16, 2025
6:45 AM
Try these options to fix the issue you are having
If you are using TurboTax Online
Check your browser's settings. (Clear your Cache and Cookies)
Check on your internet connection
Tr...
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Try these options to fix the issue you are having
If you are using TurboTax Online
Check your browser's settings. (Clear your Cache and Cookies)
Check on your internet connection
Try using a different web browser
If you are using TurboTax Desktop
Make sure the software is updated.
If you haven't rebooted your computer, please do
Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.
** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.
If you are still having issues after trying these options, contact Customer Support by clicking the link below
TurboTax Phone Number
April 16, 2025
6:44 AM
To complete a Form 8379 -
Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Tax Forms On Miscellaneous Tax Forms, click the start or up...
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To complete a Form 8379 -
Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Tax Forms On Miscellaneous Tax Forms, click the start or update button On Report an innocent or injured spouse claim, click the start or update button
April 16, 2025
6:44 AM
The numbers in box 3, -6 do not affect your federal return. This is your FICA taxes. The only numbers that matter in your case is box 1 and 12. You actually can delete these W-2's if you ar...
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The numbers in box 3, -6 do not affect your federal return. This is your FICA taxes. The only numbers that matter in your case is box 1 and 12. You actually can delete these W-2's if you are not using them to claim the EITC and do not live in a state that does tax IHSS payments. You can also enter the income by following the steps below
Follow these steps to enter your IHSS payments AFTER deleting your W-2 by clicking the trashcan in the summary page next to the W-2:
Select income
Miscellaneous Income which is under Less Common Income
Other Income Not already reported on a Form W-2 or Form 1099
Select Yes to did you receive any other wages
Continue to the box that asks for your Medicaid Waiver payments
You will be asked about using this income for the Earned Income Credit
After you do this, if you select yes, you will need to visit the credits and deduction section to answer the Earned Income Credit questions.
Continue through to file your return
This should allow you to e-file @E-Rich333 @skt
April 16, 2025
6:44 AM
Tienes la opción de pedir que un experto en impuestos bilingüe revise tu declaración y la termine por ti usando TurboTax Live.
También si tienes más preguntas las puedes hacer aquí en español...
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Tienes la opción de pedir que un experto en impuestos bilingüe revise tu declaración y la termine por ti usando TurboTax Live.
También si tienes más preguntas las puedes hacer aquí en español.
¿Qué sucede si necesito que mi declaración se revise por completo?
April 16, 2025
6:44 AM
We cannot see your screen, your return or your account. Have you entered ALL of your 2024 information? All your income, etc.? Your question is posting from online Live Deluxe---so you could be see...
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We cannot see your screen, your return or your account. Have you entered ALL of your 2024 information? All your income, etc.? Your question is posting from online Live Deluxe---so you could be seeking help from the tax expert you are paying an extra fee for.
You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb
There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc. You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17? If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC) Are you 65 or older ? If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.
And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41
Print out 2023 and 2024 and compare them side by side to see what is different.
https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN
April 16, 2025
6:43 AM
Check to see if you made any entries in Part 11 of the form 8938, other foreign asset summary. If you put a zero in any of these boxes, remove it.
April 16, 2025
6:43 AM
Yes, if you have any investment gain or loss shown on the 1099-B you need to file an amended 2024 tax return.
Before starting to amend the tax return, wait for the tax refund to be received or ...
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Yes, if you have any investment gain or loss shown on the 1099-B you need to file an amended 2024 tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
April 16, 2025
6:42 AM
If you're on your parents' Form 1095-A, but aren't filing as their dependent, select your situation here for instructions.
April 16, 2025
6:42 AM
Topics:
April 16, 2025
6:41 AM
Try printing out your 2023 and 2024 returns. Put them side by side and compare them line by line to see what is different. You might spot something that way. No one in the user forum can see your...
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Try printing out your 2023 and 2024 returns. Put them side by side and compare them line by line to see what is different. You might spot something that way. No one in the user forum can see your tax returns.
April 16, 2025
6:40 AM
Topics:
April 16, 2025
6:39 AM
Como esta registrada su compania? como propiertatio unico, LLC, Corporacion S, o Corporacion C?