All Posts

When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

The best way to report this is as Miscellaneous Income.  Follow these steps:   In the Federal under Wages & Income Under Less Common Income select Start for Miscellaneous Income, 1099-A, 1099-C  On the Let's Work on Any Miscellaneous Income page, select Start to the right of Other reportable income On the Any Other Taxable Income? screen, select the Add button. On the Other Taxable Income screen enter the description and amount.  (I would enter 1099-NEC Texas Higher Education Coordinating Board or similar so it it clearly identified.)  and Continue.

Online tax preparations and E-filing has been permanently closed for 2024 returns since the end of October 2025.   The ONLY way to file your 2024 return is by mail.   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.  

I am beyond annoyed with this error and the terrible experience with TurboTax every year.  This is the 3rd time I have attempted to finish my taxes only to be told to check back in a week for a new form or a new fix.  Total waste of time - we should receive money back.

  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     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    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=m6guj526   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=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      

For your IRA distributions, you should have received Form 1099-R for each distribution.   When you input the information from each Form 1099-R into TurboTax, the taxable amount will automatically be calculated and transferred to Form 1040.   You do not need to do this manually.

You cannot use Free Edition if you need Schedule D.   If you have information that goes on Schedule D you have to upgrade to a higher version.   That being said: https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/view-delete-forms-turbotax-online/L7SZhwCHv_US_en_US?uid=ld24j691  

If you enter additional medical expenses, but the total still doesn't exceed the threshold for you to be able to benefit from deducting them, the message you mentioned will appear.   In TurboTax Online, to add medical expenses:   Go to Deductions & Credits.  Select I'll choose what I work on.  Go down to Medical.  Select Start or Update by Medical Expenses.  While you can deduct some of your medical expenses to reduce your taxable income, there are rules to keep in mind. Whether you’re deducting your health insurance premiums or expensive hospital bills, you can deduct any medical expenses that exceed 7.5% of your adjusted gross income (AGI). This means that you can’t deduct any medical expenses if your total medical expenses don’t exceed 7.5% of your AGI. In addition, that amount plus other itemized deductions has to exceed your standard deduction in order for you to benefit from deducting them.   See this article for more information regarding deductible medical expenses.  

When Turbotax goes to Check my entries it comes back and says "We found 1 area on your return where we'll need to review your entries".  clicking on the Check Entries button takes me a Check This Entry page that shows my state information worksheet.  It flags the first name (which is not wrong) and has a note at top of screen saying:   Information Worksheet: Form 1099-Q is still being worked on.  Please return after it has been updated..   I thought at first it meant that I was missing something in my 1099-Q but now I wonder if what it is really saying is that 1099-Q in Turbotax is still being worked on and I need to return once they have updated Turbotax. I am on the latest version WinPerRelease 025.000.0245

To start a new 2025 return, you transfer the 2024 tax file at the very beginning---BEFORE you enter any new 2025 information at all.   How to transfer last year’s return?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s  

You don't have to import your 1099's; there are multiple options to enter the second document into TurboTax, which can be found by navigating these steps:   Select Tax Home Select Federal Select Wages & Income  Select Investments and savings (Jump-to link) Select (+) Add investments On the screen headed Save time and connect your financial accounts, select the button Enter a different way  The next screen, How do you want to add your docs? will give you options for:  Upload - select a file from your PC, such as a scanned file of the 1099 or downloaded PDF, for TurboTax to pull in the data Snap a photo - requires a smartphone; take a picture of the form(s) to automatically populate the data without a scanner Import - to try this option again, or pull in additional investments Type it in myself (underneath, next to Continue) - to type in the 1099 data manually