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4 weeks ago
Using the online editions of either Deluxe or Premium, the state program is an additional $39
If you requested to have the TurboTax account fees paid from the federal tax refund, that optional serv...
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Using the online editions of either Deluxe or Premium, the state program is an additional $39
If you requested to have the TurboTax account fees paid from the federal tax refund, that optional service charge is $40
See this TurboTax support FAQ for how to remove fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US
4 weeks ago
Interest paid by the IRS on delayed refunds is taxable income that must be reported in TurboTax. If you received over $10, the IRS will send an IRS form 1099-INT. The form may be entered manually. ...
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Interest paid by the IRS on delayed refunds is taxable income that must be reported in TurboTax. If you received over $10, the IRS will send an IRS form 1099-INT. The form may be entered manually. In TurboTax Online, follow these steps: Down the left side of the screen, click on Federal. Down the left side of the screen , click on Wages & Income. Click on the down arrow to the right of Investments and Savings. Click to the right of Interest on 1099-INT. At the screen Let's finish pulling in your investments, select Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, select Type it in myself. At the screen OK, let's start with one investment type, select Interest and click Continue.
4 weeks ago
Hi - I am starting to get really frustrated here. I am using TurboTax Online (Deluxe) version. I should not have to do any updates. This has to be a widespread issue as I have seen others reporting i...
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Hi - I am starting to get really frustrated here. I am using TurboTax Online (Deluxe) version. I should not have to do any updates. This has to be a widespread issue as I have seen others reporting it. @SuziM @xmasbaby0 Thank you Jen
4 weeks ago
Can you provide more information about what step you were at when you marked yes? If it was early in the interview, you will still have a chance to change your answer to "Not Interested."
Ther...
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Can you provide more information about what step you were at when you marked yes? If it was early in the interview, you will still have a chance to change your answer to "Not Interested."
There's a screen at the very last step of the tax filing process where it asks about the Trump account. If you do indicate that you would like to sign up, the software will ask for more information about the child (ren) and request an electronic signature before moving forward. If this wasn't done, you still have time to select the option of “Not Interested.”
The Trump account program doesn't officially begin until July 2026. You can find more information about the Trump account here
[Edited 1/27/26 | 6:44 am PST]
4 weeks ago
If your pension is saying early withdraw it is likely because box 7 of your 1099-R is not correct. This could happen if you did not select anything for box 7 or selected anything other than code 7. ...
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If your pension is saying early withdraw it is likely because box 7 of your 1099-R is not correct. This could happen if you did not select anything for box 7 or selected anything other than code 7. To fix this, go back to your 1099-R entries and double check the box 7 entry. Code 7 is normal distribution which is generally what you would see for a normal pension. If your box 7 on your 1099-R form is anything other than box 7, you will need to contact the plan administrator for a corrected 1099-R.
4 weeks ago
In order to pay your TurboTax fees with your refund (what is know as a Refund Transfer), you will need to have a sufficient enough Federal refund to qualify. The bank fee for Refund Transfer is arou...
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In order to pay your TurboTax fees with your refund (what is know as a Refund Transfer), you will need to have a sufficient enough Federal refund to qualify. The bank fee for Refund Transfer is around $40, so your Federal refund will need to be more than your TurboTax fees plus the Refund Transfer amount. The state refund amount cannot be used to pay your TurboTax fees - only the Federal refund.
In addition:
You must be e-filing your return, and
Your refund must be deposited into a single account, and
The name on the bank account for the direct deposit needs to match the name on the tax return, and
You must have a US address
If all of these requirements are not met, you will not be able to qualify for a Refund Transfer.
4 weeks ago
So who would we talk to get more information on it cause it’s confusing.
4 weeks ago
After you fix your reject and submit it again, it goes back into line for the IRS to accept or reject.
The IRS officially opened for the general public yesterday. If you are still seeing a "Pe...
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After you fix your reject and submit it again, it goes back into line for the IRS to accept or reject.
The IRS officially opened for the general public yesterday. If you are still seeing a "Pending" status, here is the explanation:
On the official opening day (Jan 26), millions of people hit "Submit" at once. The IRS limits how many returns it pulls from the software providers' servers per hour to prevent their systems from crashing.
Your return is likely sitting in the "digital waiting room." It will stay Pending until the IRS computer actually "downloads" it and actually accepts or rejects it.
4 weeks ago
I agreed to the upgrade of $49, but then this showed up: Order Summary
TurboTax Online Do It Yourself Deluxe 2025
$79
$49
2025 federal filing
Included
Wisconsin state return
$64
$39
2025 state filing
...
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I agreed to the upgrade of $49, but then this showed up: Order Summary
TurboTax Online Do It Yourself Deluxe 2025
$79
$49
2025 federal filing
Included
Wisconsin state return
$64
$39
2025 state filing
Included
TurboTax Online Refund Transfer Service 2025
$40
Included
Subtotal
$183
$128
Excludes sales tax
I did NOT agree to all these other additions!
Topics:
4 weeks ago
Try these options to fix the issue you are having:
If you are using TurboTax Online
Check your browser's settings. (Clear your Cache and Cookies)
Check your internet connection
Try...
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Try these options to fix the issue you are having:
If you are using TurboTax Online
Check your browser's settings. (Clear your Cache and Cookies)
Check your internet connection
Try using a different web browser
If you are using TurboTax Desktop
Make sure the software is updated.
If you haven't rebooted your computer, please do
Check your firewall and antivirus settings. Make sure they aren't blocking any part of the software.
** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you don't have access to a computer, switch to a web browser within your mobile device or tablet, and sign in from there.
If you are still having issues after trying these options, contact Customer Support by clicking the link below:
TurboTax Phone Number
4 weeks ago
@Leeinfoxxx wrote:
Adding my name to the reply list.
We are now after the weekend on 1/27/2026. The form 5695 still lists as 'available soon' in the step view of the standalone PC version. ...
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@Leeinfoxxx wrote:
Adding my name to the reply list.
We are now after the weekend on 1/27/2026. The form 5695 still lists as 'available soon' in the step view of the standalone PC version.
What is the ETA of this form for use in filling out taxes in TurboTax?
As previously stated on this thread twenty-two minutes ago -
Latest info from the TurboTax Moderators is that the desktop editions will have the updated Form 5695 available late Wednesday or early Thursday, 01/28 or 01/29
4 weeks ago
In the community we do not have access to your account or other information than we have already provided.
4 weeks ago
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
Married Filing Jointly - $32,000
Single o...
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Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0
The taxable amount of the SS benefits are entered on Form 1040 Line 6b
If you are using the TurboTax desktop editions, click on Forms.
When in Forms mode select Social Sec on the left side of the screen to open the Social Security Benefits Worksheet
4 weeks ago
Topics:
4 weeks ago
Yes, a resident can file past returns with a newly issued SSN. Please note that that once your SSN is issued, you have to discontinue the use of any previously issued ITINs and you must notify th...
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Yes, a resident can file past returns with a newly issued SSN. Please note that that once your SSN is issued, you have to discontinue the use of any previously issued ITINs and you must notify the IRS so that they can combine all of your tax records under one identification number. See this IRS document. Also, you cannot claim the Earned Income Tax Credit (EITC) if the SSN was issued after the due date (including extensions) for filing the return of the year concerned.
4 weeks ago
Are there any instruction or contact information on that email? Do you have a subsequent email saying approved or denied? In the community we do not have access to your account or other information ...
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Are there any instruction or contact information on that email? Do you have a subsequent email saying approved or denied? In the community we do not have access to your account or other information than we have already provided.
4 weeks ago
Don’t know what you mean by “fix” it. Your gross income is calculated according to your inputs.
4 weeks ago
Adding my name to the reply list. We are now after the weekend on 1/27/2026. The form 5695 still lists as 'available soon' in the step view of the standalone PC version. What is the ETA of th...
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Adding my name to the reply list. We are now after the weekend on 1/27/2026. The form 5695 still lists as 'available soon' in the step view of the standalone PC version. What is the ETA of this form for use in filling out taxes in TurboTax?
4 weeks ago
Here is how to find and use the bank link feature for your 2025 return.
The link option typically appears after you have finished entering your business income.
Go to Wages & Income and se...
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Here is how to find and use the bank link feature for your 2025 return.
The link option typically appears after you have finished entering your business income.
Go to Wages & Income and select Self-Employment Income and Expenses.
Click Edit/Review next to your business.
Continue through the screens until you reach the "Your [Business Name] info" summary page.
Scroll down to the Expenses section. Look for a blue button or link that says "Connect My Accounts" or "Import Expense Transactions."
If you already started entering expenses manually or if the business was imported from last year, the "Connect" button might not be there. To get around this you can:
Create a "dummy" business.
Select Add another line of work.
Give it a temporary name and enter $1 of income.
When you move to the Expenses section for this new work, the "Connect Accounts" button should reappear.
Once you import your transactions and categorize them, you can move them to your "real" business and delete the dummy one.
4 weeks ago
1 Cheer
I think that JohnB5677 misunderstood the circumstances. HIs reply applies to Wife's eligibility to deduct a traditional IRA contribution, not to Husband's eligibility, assuming that husband is not a...
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I think that JohnB5677 misunderstood the circumstances. HIs reply applies to Wife's eligibility to deduct a traditional IRA contribution, not to Husband's eligibility, assuming that husband is not an active participant in a workplace retirement plan (including a self-employed retirement plan). As long as Husband's compensation is less and you file jointly, Husband should be able to make a spousal contribution and at least some of that contribution would be deductible if Husband is not an active participant in a workplace retirement plan and MAGI for this purpose is under $246,000. Spousal contributions are not permitted if filing separately.