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I'm curious too on this... we have had issues with the ID.me thing, my wife and I got our's sorted out last year but found out my mom's was the issue. She had her identity stolen nearly 20 years ago now and since I care for her, I started adding her as a dependent. Ever since, I can't e-file. It all started with the 'pin' you have to put in and it was always 'make up a pin.' We did this for years with no problems but since claiming her on my taxes, we couldn't e-file. Long story longer... we can't seem to get her ID.me pin because she's had a stroke 15 years ago and has trouble remembering things so every time she was asked questions, she answered them best she knew and they kicked it back. They want to do a phone interview and I'm not sure I want my 76 yr old stroked out mom to have to go through the grilling. Well, TT pushed me to file e-file because I wanted to pay by CC. The CC payment went through, but of course we were rejected. Now I'm stuck lol... I really don't want to stroke this check, but I don't want to be penalized either, nor do I want to pay twice... tsk tsk what to do.... clocks ticking...

You may be able to remove Live-Assisted   It depends on how you started in TurboTax. If you started in TurboTax Live You can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. If you started in a different TurboTax product but added TurboTax Live You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs.   Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.  

Yes, to file an extension for 2024. If you are using a desktop version of TurboTax you can file an extension for your tax return using the instructions in this link: How do I file an IRS tax extension?    If you   used TurboTax Online, to apply for an extension in your TurboTax program, you can do the following: Click on the search icon in the upper right of your TurboTax screen Type "extend" in your search box Click on the link "Jump to extend" Your screen will say "Applying for an Extension" Answer "Yes" to the question "program," Select "Continue" Follow the TurboTax screens and answer all of the follow-up questions   Your TurboTax screens will look something like this:         You can click this link federal tax extension to start an extension.   Click here for How to File a Tax Extension: A Step-By-Step Guide

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Choose to not apply the penalty and let the IRS "bill you later". The IRS will waive the penalty automatically based on your zip code. Should an error occur on their part, a simple letter will remedy the situation.  There is no tax form to attach or box to check (as of now, 4/15/25). Note that the relief is not for all four quarters of 2024, but for 2024 quarterly estimated tax payments normally due on January 15, 2025, and 2025 estimated tax payments normally due on April 15, 2025.     Navigate to Federal > Other Tax Situations > Additional Tax Payments > Underpayment Penalties > Start or Revisit Continue through the questions until you arrive at the screen Let the IRS Bill Me Later, and you can make your selection.    

You might have figured this out already, but you can move the TurboTax Help/Digital Assistant box by clicking on the bar at the top of the box and dragging. If you drag the box up, you will see the messaging window at the bottom of the box (should say "Type or ask something"). It helps if you have the TurboTax application window maximized. It took me a while to figure this out. Yeah, bad UX design, but at least it's there.

A 2023 return can only be filed by mail. It cannot be e-filed.  You will need to choose to "file by mail" and then print, sign and date the return in ink, and mail it in.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

Expenses paid for classes starting in 2025 is frequently paid the year before. The IRS allows you to claim expenses for 2024 and the first 3 months of the next year on your 2024 return. The caution is that AOTC can only be claimed 4 times and the average college kid spans 6 tax years. If you have $4k in qualified expenses and qualify for the credit, then claim it. You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers).   You mentioned scholarships, you need to determine if any of those are restricted to tuition use or can be used for anything the student needs.    Ideally: you would enter the 1098-T with $4k in box 1 and the rest blank and claim the AOTC. The student would enter the 1098-T but take $4k out of box 1 (since you took it).   If you have scholarship restrictions, see if those can be worked into the student's amount of tuition.   The IRS has a great brochure that explains how scholarships and tax credits interact.   Reference:  What You Need to Know about AOTC and LLC

Yes, the amount of your 2024 refund that you apply to your 2025 counts as estimated tax payments and will satisfy the IRS rule that estimates are not required if you have paid in 100% of your 2024 tax.   Note for higher income taxpayers: If your AGI for 2024 was more than $150,000 ($75,000 if your filing status for 2025 is married filing a separate return), substitute 110% for 100%.   [Edited 04/16/25|5:39pm PST]   @tovaface 

Click here to Apply online for a payment plan   Your specific tax situation determines which payment options are available to you. Payment options include full payment, a short-term payment plan or a long-term payment plan   The IRS does charge a user fee for setting up or reinstating an installment agreement.   Entering into an installment agreement can provide you with peace of mind that the IRS will not pursue any of the harshest collection methods at its disposal, but interest and penalty charges will continue to accrue on your unpaid tax balances     Click here for "Facts about IRS Payment Plans"