All Posts
May 3, 2025
6:08 AM
Topics:
May 3, 2025
6:03 AM
Do you mean that you e-filed already with a mistake? Or do you mean you prepared your tax return and made a mistake you need to fix before you e-file?
What expenses are you referring to that ...
See more...
Do you mean that you e-filed already with a mistake? Or do you mean you prepared your tax return and made a mistake you need to fix before you e-file?
What expenses are you referring to that you entered as withholding? Are you self-employed? Did you enter business expenses? Did you prepare a Schedule C?
May 3, 2025
5:13 AM
May 3, 2025
5:09 AM
TurboTax gets no information from the IRS after the IRS accepts your return for processing, so TT will never know if the IRS sent you a message or a letter. The IRS sends letters to the address yo...
See more...
TurboTax gets no information from the IRS after the IRS accepts your return for processing, so TT will never know if the IRS sent you a message or a letter. The IRS sends letters to the address you used on your tax return; or there could be a message on the IRS refund site. You can also check your online account on the IRS site.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
https://www.irs.gov/payments/your-online-account
May 3, 2025
5:04 AM
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
See more...
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
May 3, 2025
5:04 AM
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
See more...
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
May 3, 2025
5:03 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...
See more...
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
May 3, 2025
4:55 AM
I had to amend my return and then owed more money. I paid the money I owed on the online irs account. It shows the payment I made which was a month ago and it cleared. Why is my irs account now showi...
See more...
I had to amend my return and then owed more money. I paid the money I owed on the online irs account. It shows the payment I made which was a month ago and it cleared. Why is my irs account now showing I owe that balance when it was cleared a month ago?
May 3, 2025
4:28 AM
I need to see the message
Topics:
May 3, 2025
3:05 AM
I was almost ready to e-file Fed and State at the same time using the desktop version of TT Home & Business 2024. I was literally on the screen with the orange Submit button. I had an amount due to m...
See more...
I was almost ready to e-file Fed and State at the same time using the desktop version of TT Home & Business 2024. I was literally on the screen with the orange Submit button. I had an amount due to my state (Oregon) that didn't look right, so I went back and added some information to my state return which changed my tax due to a small refund. I ran the error checker again, and everything looked good. The e-filing proceeded fine for the Fed return, but my state return was rejected because Turbotax provided "direct debit" info when it shouldn't have. This seems to be a bug. Now TT says I have to file my state by mail. Please fix this for next year! A general piece of feedback, also, from someone who has been using TurboTax since the mid-90's. It's all fine and good to make the user interface look nicer, and add explanations, but this should not be done at the expense of adequately testing your software before the tax filing season. You seriously need to hire humans to test the software. AI and programs do not act like real humans and do not find these errors. Thanks.
Topics:
May 3, 2025
2:53 AM
@PatriciaV Wow this is so detailed and helpful. This is what I did to add the state tax withheld to Box-13 with code ZZ: I could not find the relevant interview questions. Instead I manually added it...
See more...
@PatriciaV Wow this is so detailed and helpful. This is what I did to add the state tax withheld to Box-13 with code ZZ: I could not find the relevant interview questions. Instead I manually added it to the Form 1065 (TurboTax Forms), as shown in the following: I then can see this number shown up on Box-13 with code ZZ. During the Federal Individual return, I can input this number as NJ state tax withheld during the code ZZ interviews. I also saw this number reflected to my NJ-1040NR return. I think I am able to follow everything you suggested except that I did not generate NJK-1. I used to be NJ resident and moved out two years ago. My LLC does not have any NJ resident partners, with no NJ sourced business income/loss (but I still have other NJ sourced individual income) , so I think I do not need to file NJK-1 anymore (and saved me $50 TurboTax charge for NJ K-1 filing). Pls let me know if you have a different understanding on this later matter. I can't thank you enough for your suggestions and help. It saved me a lot of time and worries.
May 3, 2025
2:49 AM
Supposed to be free preparation
Topics:
May 3, 2025
1:17 AM
open your e-mail program and look in the inbox. however original correspondence from the IRS does not come via e-mail. you get a letter by mail. any IRS notices that first appear in your e-mail acco...
See more...
open your e-mail program and look in the inbox. however original correspondence from the IRS does not come via e-mail. you get a letter by mail. any IRS notices that first appear in your e-mail account are probably fakes trying to get personal info. the only direct notification is if you e-file. then the first e-mail (from Turbotax not the IRS) will say submitted successfully or not. if successful there's a second e-mail that tells you if it was accepted or rejected
May 3, 2025
1:11 AM
why. $$$$$ it costs money to store and maintain an app.
as for PDF you are completely wrong about printing. any PDF app can open and print a pdf (PDF stands for portable document format) so you don...
See more...
why. $$$$$ it costs money to store and maintain an app.
as for PDF you are completely wrong about printing. any PDF app can open and print a pdf (PDF stands for portable document format) so you don't need Turbotax. even browsers can open pdfs and you can print from there.
May 3, 2025
12:02 AM
1 Cheer
First, why does TurboTax need to disable software that was paid in full? Second, a PDF cannot be printed out if the application has been disabled. Third, possible tax audits and tax data retrieval....
See more...
First, why does TurboTax need to disable software that was paid in full? Second, a PDF cannot be printed out if the application has been disabled. Third, possible tax audits and tax data retrieval. It is disreputable to sell software and then disable it without notice or cause. It's nobody's business why I would want to keep using software that was paid for. The license agreement states the software can be installed one or more computers owned by me. The license agreement also has no 'kill date', only implies the software will continue to work as long as the license agreement is honored by the user. I have fully complied with the license agreement, TurboTax has not!!
May 2, 2025
11:36 PM
That's not telling me where my money is
May 2, 2025
11:11 PM
Thank you for the tip! I was able to see the forms and understand when I previewed the whole tax return.
May 2, 2025
11:10 PM
Thank you! I am able to see all the forms via preview and understood the amount.
May 2, 2025
11:03 PM
hi I made my tax return (e-filed) but I misplaced the apartment number. How can I fix it? I need to receive a letter to confirm my identity and only in this way can I receive money