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April 26, 2025
4:09 PM
Your question is posting from online Deluxe Live---which is not a free version. You are posting your question from a paid version that includes live help from an expert.
If you have not re...
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Your question is posting from online Deluxe Live---which is not a free version. You are posting your question from a paid version that includes live help from an expert.
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
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m5ydiw67
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 26, 2025
4:07 PM
Why I'm I charge $198
Topics:
April 26, 2025
4:06 PM
It is not clear what you are wanting----but no one in the user forum can help with your fees or waive your fees, nor can we schedule appointments for you.
No one in the user forum can resol...
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It is not clear what you are wanting----but no one in the user forum can help with your fees or waive your fees, nor can we schedule appointments for you.
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
April 26, 2025
4:05 PM
@ klemmonds65 Who was the email from? Have you ever paid any TurboTax fees out of your Federal refund? Also, be aware that this is a public Internet forum. You should not post personal informa...
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@ klemmonds65 Who was the email from? Have you ever paid any TurboTax fees out of your Federal refund? Also, be aware that this is a public Internet forum. You should not post personal information here. You can edit your original question to remove your personal info. To do that click the tiny blue 3-dot icon just to the right of your question, and in the dropdown choose EDIT.
April 26, 2025
4:03 PM
Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will sa...
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Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will say that your return was submitted. The second email will tell you if your federal return was accepted or rejected. If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
If the IRS accepted it, what does it say here? (Allow 24 - 48 hours after acceptance to look)
https://www.irs.gov/refunds
Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund. Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.
Your federal refund amount is on line 35a of your Form 1040
April 26, 2025
4:02 PM
There are no personal exemptions---there have not been personal exemptions on a federal tax return since 2017. If you are claiming a dependent, you enter the information for the dependent in MY INFO.
April 26, 2025
3:58 PM
I put in amended 2024 tax return with Turbo Tax and I have not gotten a reply either accepted or rejected for federal, I got accepted for state.It has been a while
April 26, 2025
3:52 PM
I've received all my refunds for 2024. I'm not sure which they are referring to at all.
April 26, 2025
3:49 PM
I'm filing an amendment as I forgot to include a W2 in the original return.
Topics:
April 26, 2025
3:49 PM
Any checks would go to the address on your tax return. What refund(s) are you expecting? Federal or state or for Turbo Tax fees? Are you expecting any Direct Deposit? If your refund couldn’t b...
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Any checks would go to the address on your tax return. What refund(s) are you expecting? Federal or state or for Turbo Tax fees? Are you expecting any Direct Deposit? If your refund couldn’t be deposited they will mail a check.
April 26, 2025
3:43 PM
I received an email stating my refund check was mailed to me. But on the order I see an old AZ address. I was not aware of any other refunds due to me. How do I make sure if a check did get sent o...
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I received an email stating my refund check was mailed to me. But on the order I see an old AZ address. I was not aware of any other refunds due to me. How do I make sure if a check did get sent out that it comes to my current address of 657 E Wheat Rd, Vineland, NJ 08360.
April 26, 2025
3:42 PM
1 Cheer
Can I use TurboTax on Windows 10 for 2025 taxes if I purchase the extended security from Microsoft?
April 26, 2025
3:26 PM
Thank you. Even though my wife had taxes withheld for VA and all of my income was out of state, there were apparently enough other taxable income sources on our federal return that the annual paymen...
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Thank you. Even though my wife had taxes withheld for VA and all of my income was out of state, there were apparently enough other taxable income sources on our federal return that the annual payment (just prior to May 1) were not sufficient to meet the 90% timely criteria (per some state bureaucrat). Seems quite the racket to me. Thanks for the insight though.
April 26, 2025
3:17 PM
In what line of the Form 1040 can I claim an exemption?
Topics:
April 26, 2025
3:14 PM
Thank you very much for this explanation. Much appreciated.
The directions in step 2 tell you to leave questions 3-5 blank if the taxpayer is not claiming AOC.
If your dependent is over age 19 and not a full time student the Kiddie tax does not apply. ...
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The directions in step 2 tell you to leave questions 3-5 blank if the taxpayer is not claiming AOC.
If your dependent is over age 19 and not a full time student the Kiddie tax does not apply.
April 26, 2025
3:14 PM
It's penalty for not paying enough tax during the year thru withholding or estimated tax Per instructions for VA (link below) - "Line 18 Addition to Tax: Use Form 760C to compute any addition to ...
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It's penalty for not paying enough tax during the year thru withholding or estimated tax Per instructions for VA (link below) - "Line 18 Addition to Tax: Use Form 760C to compute any addition to tax you may owe for underpayment of estimated taxes... You will not owe an addition to tax if each payment is made on time and: you owe $150 or less in tax with your return. total withholding and timely estimated payments were at least 90% (66 2/3% for farmers, fishermen and merchant seamen) of your 2024 tax liability after nonrefundable credits or 100% of your 2023 tax liability after nonrefundable credits. you meet one of the exceptions computed on Form 760C or Form 760F. Enclose Form 760C or 760F showing the computation." You may have paid the amount due by the filing deadline, but if it wasn't paid on a timely/even basis thru the year up to the minimum 'safe harbor' amount (100% of your 2024 tax, or 90% of your 2025 tax whichever is smaller), then a penalty will be calculated - similar to Fed penalty on Form 2210. If you had a large income event due to Roth conversion, cap gains etc and did pay estimated tax later in the year just not evenly thru the year, you may be able to reduce or eliminate the penalty by applying the Annualized Income method - for Fed this is under Other Tax Situations / Underpayment Penalty; VA program has a similar section; tho this can be a lot of work and depends on your situation. If you met safe harbor amount - or even had a refund - you can still get a penalty if you didn't pay evenly thru the year and had an underpayment earlier in the year, as the calculation is done quarterly. https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2024-760-instructions.pdf