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I downloaded the turbotax 2025, created an Intuit account, enter the activation code and got this error message.  This license code is already linked to another account. I tried to uninstall, downlo... See more...
I downloaded the turbotax 2025, created an Intuit account, enter the activation code and got this error message.  This license code is already linked to another account. I tried to uninstall, download and reinstall and got the same message.  I only have one desktop computer   
What is your question?   There are 2 different advances You can get.   The Flex loan has been paused.  We don’t know when or if it will start again.   Apply for a Flex Loan TurboTax Flex Advance... See more...
What is your question?   There are 2 different advances You can get.   The Flex loan has been paused.  We don’t know when or if it will start again.   Apply for a Flex Loan TurboTax Flex Advance loan – Get $350-$2,000 | TurboTax   What is the Turbo Tax Flex Advance? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6I...   The  Refund Advance loan won't be available until after January 1 and just when you are ready to file.  And only if they offered it to you.  You can't self select it.  Then you don't get it until AFTER your efile is Accepted by the IRS. https://turbotax.intuit.com/refund-advance/  
Do you have a question?
Unfortunately I do not have a tax attorney, nor time or money to engage one.   Here is the issue.  It is my understanding that until something is inspected, you are not allowed to power it on or us... See more...
Unfortunately I do not have a tax attorney, nor time or money to engage one.   Here is the issue.  It is my understanding that until something is inspected, you are not allowed to power it on or use it.  We could physically do it, but not legally. It all hinges on whether an inspection is a necessary part of being placed into service.   There have been project delays, and it has to be finished by the 31st.  With the holidays it is not likely we can get it inspected (install is scheduled for the 18-19th) by then.  So it's taking a $15K risk on one word!   Why the heck is the IRS not required to be clear about what they want?
1500
I'm using the 2025 version.
1)  Also, some W11 updates were jut issued....if partially installed, that will block the TTX installation. Check for those W11 updates, make sure they are fully installed and reboot your computer j... See more...
1)  Also, some W11 updates were jut issued....if partially installed, that will block the TTX installation. Check for those W11 updates, make sure they are fully installed and reboot your computer just in case. 2)  If a brand new W11 computer that TTX has never been install on...make sure the computer isn't in W11S-Mode Switching out of S mode in Windows - Microsoft Support
Did it install in previous years or is this the first time you are installing TT on Win-11 or on this computer?
What version of Win-11 are you running?
I did not have to reinstall after upgrading Win-10 to Win-11 but all three years I had installed updated when I opened the program and then required me to enter the codes again. I had 2020 and 2021 b... See more...
I did not have to reinstall after upgrading Win-10 to Win-11 but all three years I had installed updated when I opened the program and then required me to enter the codes again. I had 2020 and 2021 but lost my code for 2022 Home & Business. But I also entered a new Windows Key because I upgraded from Win-10 home to Win-11 Pro. I wonder if they would have worked if I have tested them before entering a new Windows key code.
@irunalot  I should have said that if you choose to not have withholding, you need to make an estimated payment by January 15 (you can do this online at www.irs.gov/payments) and then also include ... See more...
@irunalot  I should have said that if you choose to not have withholding, you need to make an estimated payment by January 15 (you can do this online at www.irs.gov/payments) and then also include form 2210 with schedule AI with your tax return. 
I have the same problem, I bought a CD from Costco and lost the CD but I always write down the license codes but for some reason it's short two digits. It was installed on Windows 10 but upgrading to... See more...
I have the same problem, I bought a CD from Costco and lost the CD but I always write down the license codes but for some reason it's short two digits. It was installed on Windows 10 but upgrading to Windows 11 pro required a new Windows license and to reenter TT codes. I had had the correct codes for 2020 and 2021 but not 2022 . . . If I need to, I will just have to buy another code. It's not that much money and it was my own fault but the fact I lost the CD AND wrote the code down incorrectly is a strange coincidence since I have all the other CD's and the codes written down. The question now is, why did my upgrading win-10 to Win-11 require the license code to be re-entered???
I have tried everything.  Turbo tax will not install on Win 11.  WHY?
If you have the Desktop program you  can try entering it in Forms mode.  That's been working for other things like 1099R.  
Identity theft is real, unfortunately. For some people, concerns about possible identity theft and security start to grow when a tax filing is rejected due to a social security number. Often though... See more...
Identity theft is real, unfortunately. For some people, concerns about possible identity theft and security start to grow when a tax filing is rejected due to a social security number. Often though, an e-file reject is simply caused by a typo or a dependent claimed by the wrong parent. But that spark of doubt has been lit. And, if your identity actually has been compromised or stolen, it can be a scary situation. The good news is that, although it’s time-consuming to repair any damage that may have been done, it's generally something that can be resolved! While you might think you’ve done all you can to protect your identity, there are “bad actors” out there who are skilled at various methods to get the information they want. Fortunately, TurboTax has resources to help you proactively protect yourself and steps you can take to “fix it” if any damage has occurred.   TurboTax Security - Secure Online Tax Prep  Tax Tips If You Have Had Your Identity Stolen - How to protect your tax file and other steps to take. What to do if you suspect tax-related identity theft - The first things to do, plus other great resources you need to know about. Tips for Handling Identity Verification Requests From the IRS - Did you receive a 5071C Letter? Who is IDnotify and what is their relationship to TurboTax? - Learn about how it works with TurboTax’s audit and identity theft support (monitoring, restoration, insurance) in the Plus Help & Support, MAX Defend & Restore, and Premium Services. Get peace of mind! Security Tax Tips - The motherload of security resources to learn about scams, identity theft, Identity Protection pins, steps to take, and so much more!   If you need tax advice or have questions that aren't answered in the links above, please ask in our Taxes forum that best fits your needs!
The program is not yet robust. Continuing updates will be made with acceptable functionality in mid to late January and updates will be released even after that time. 
I purchased the 2025 version to estimate tax.  The K-1 part can't even be filled  out with an estimate and retirement not available to estimate Social Security and Medicare.  I want to be below the l... See more...
I purchased the 2025 version to estimate tax.  The K-1 part can't even be filled  out with an estimate and retirement not available to estimate Social Security and Medicare.  I want to be below the limit so that there is no tax on SSA and realize that some will be taxed.  So, I purchased 2025 and can't even use it for estimates.      
Awesome!  Thank you so much for the quick response.  Happy holidays!
1. Yes. 2. Correct.  3. No, the $9600 is not a contribution, it's a rollover.  Make sure you tell the plan that it is a rollover/conversion and not a contribution.   You have 60 days from rolling... See more...
1. Yes. 2. Correct.  3. No, the $9600 is not a contribution, it's a rollover.  Make sure you tell the plan that it is a rollover/conversion and not a contribution.   You have 60 days from rolling over the main portion to send in the extra $9600.  Just tell the Roth trustee that this is a rollover, they don't need to know it is part of the other conversion.  Because this counts as an "indirect rollover", you can only do this once per 365 days. 4. When you enter the 1099-R, Turbotax will ask what did you do with the money.  You answer that it was all converted to a Roth.   If you don;t have withholding, you can probably avoid a penalty by including form 2210 with schedule AI on your tax return.  This form tells the IRS that although your tax payments were uneven, your income was also uneven.   Also note (for future conversions) that the timing rules work in your favor if you do the conversion between January and March.  If you convert between January 1 and March 31, you don't need do withholding, and instead you owe 1/4 the estimated amount on April 15, June 15, Sept 15 and Jan 15.  That allows you to hold some of the money back and invest it elsewhere in the mean time.    
@user17653808496 wrote: ....taxed at my capital gains rate (0%) or at my income tax rate (TBD, but let's say 25%). They're taxed at your marginal rate (the "let's say" 25%) after the threshol... See more...
@user17653808496 wrote: ....taxed at my capital gains rate (0%) or at my income tax rate (TBD, but let's say 25%). They're taxed at your marginal rate (the "let's say" 25%) after the threshold is exceeded (which I believe is $2700).