All Posts

@tcrista123      DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.         You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery  

E-filing for 2024 is permanently closed.  The only way for you to file your rejected 2024 return is to print it, sign and date it 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 UPS or 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.  

This answer assumes your prior-year return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Thanks balditax for the dinkytown link. That will cover most of what I want to do for now.  I'm not so sure a refund is for me, I bought on Amazon. Anyway, I will just wait it out until the full product out this year and see what is best for next year. I will however go out of my way to leave reviews on all the major sellers websites of this product letting other folks know how low Intuit has gone selling such an unfinished product with no warnings.    Wouldn't surprise me if somebody sued them, doesn't seem to take much for that these days.   

@JerryChicago    I'm not sure how you would fudge your 2024 tax file to indicate that change. BUT, if it was me I'd just transfer in my existing 2024 file into 2025. Then, on the Deductions&Credits page, down in the Estimated Taxes section, in that submenu, there is a specific line for the prior year's Federal Refund Applied to 2025 taxes.  You'd just enter that menu item and change the $$ amount to what was actually issued/applied to 2025 taxes. ________________________ On my desktop software, the "Estimates and Other Taxes Paid" section had the selection as "Other Income Taxes" ....going in there the line item was for "2024 refund applied to 2025 federal taxes" __________________________ You might need to explain more as to your actual filing sequence where you both pay the IRS and also expect to get a refund.....though, I guess it could happen with a larger than needed extension payment.

So far...it's all talk for the "suggested" tariff stimulus....and even then, it may end up being dependent on what is filed on tax returns and income-based. THUS It would take an act of congress to allow them. So....nothing presented, nor pending there at this time.....so don't plan on anything. _________________ If you are asking about the military checks, ask your payroll people. They may be on their way, but the post office is overloaded with holiday mail, so it may take longer than normal.

I swear I am not trying to start anything, but in my past experiences that involve any personal information or my money being involved, I always do my research before handing someone the keys to my life.  However, I do appreciate all the frustrated posters on here because I was planning on using TURBOtax(turbo? lol) this year, but after researching and stumbling upon this post I have changed my mind.  As far as the delays go, it sounds like they know exactly what they are doing since they commonly informed customers they have 120 days to pay.  My guess is they are taking your tax returns and putting them into an interest earning bank account and profiting off your returns and then there is probably a law requiring them to pay within 120 days so they hand it over then. May money would be they have all of that in their business plan and profiting off their customers misery. Similar to when banks hold your check for 2-5 days. They are earning interest and thats their intention.  All a theory with TURBO tax but....  Good guys. 

did you ever refinance the mortgage on either home for more than what the balance was on the previous mortgage on that property? if you did the mortgage interest deduction would be limited for that property. home equity line of credit doesn't count at all unless used to substantially improve the property and is secured by that property.    otherwise, it would seem that your mortgage balance on any date in that year never exceeded the limit ($750K for mortgages after 12/15/17 assuming not filing MFS). the IRS notice should have info on how to contest the IRS determination. if you bought Audit Defense  or don't feel comfortable handling this yourself.   The Audit Defense service is provided by TaxResources, Inc., also called TaxAudit.com, in partnership with TurboTax. If you paid for Audit Defense and you received a notice, call TaxResources, Inc. at 877-829-9695, or report your notice on their website at http://intuit.taxaudit.com/. Do not contact the tax agency until you have spoken to TaxResources. They may contact them on your behalf.   if you want to handle this yourself I suggest you create a worksheet showing your mortgage balances at the begining (date of purchase of new home) and end of each month (date of sale for old home), preferably with a statement from the financing institutions showing the balances and dates. Include a statement that the mortgages were never refinanced