All Posts

I need to back up my computer before I upgrade from Windows 10 to 11. I have always bought the CD/download version at Costco. What program/file do I need to look for in my computer and to be sure to back up to my external hard drive so that in 2026, Turbo Tax will automatically import/remember my 2025 taxes like it always does? I have all of my past years saved as pdf "copies" onto my desktop so I will save those to my external hard drive too just in case. Thank you

Why does TurboTax online and the phone system say they are open Monday thru Sunday 5am - 9pm Pacific time, but both the online AI agent and the phone system say they are closed when I called within those hours?

I see that other people have had this problem as well, but it has not yet been addressed. I am trying to enter the EIN and address for my child care care provider, but it will not accept a military address. I am living overseas on a military base, and the address for the daycare center is an APO AP (Army Post Office/Armed Forces Pacific) address. Normally, AP (Armed Forces Pacific) would be a valid state that can be selected, but it is not listed as an option. If I try to leave the state selection blank, it will not accept it. If I try to use the zip code corresponding to the military address, it says that the zip code does not match the state and it will not accept it. If I try to select "Foreign or U.S. Territory" for the state, which is not accurate either, it demands a zip code, but will not accept it. The only option I see that I have is to select that my care provider is a foreign provider, but then I am not given the option to list the US EIN. This is a bug or oversight in Turbotax. You should provide the option for a military address for people living overseas on military bases.

I started to report the partial distribution of employee stock purchases from a previous employer. I realized I had a 1099-B form with this info. It looks like the system didn’t clear out those erroneous entries. I need to delete those entries.

Hi All, I contributed a total of $1,813 in excess on 401k across two employers in 2024, as I changed jobs during the year. Specifically, I contributed $7,153 to one plan and $17,658 to another. Both employers are not willing to issue a refund since I contacted them after April 1, 2025. How should I report this excess contribution to the IRS, if at all? I assume I won’t receive any 1099-R since I didn’t get a refund from either employer. Any guidance would be greatly appreciated—I’d like to make sure I can file correctly before the October 15, 2025 deadline. Thank you!