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  HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

The illustration is good BUT, I don't believe it's correct. The problem is the "Points". It appears the box of 142 is a default answer. When I enter my beginning date (01/20/1981) and then my points, 3,493 the refund cuts in half. The instructions on the illustration say to enter Start and End date (In BOLD) OR to enter the points. Are you required to enter both the Dates AND Points for just Dates OR points? My ending date is 01/31/2014 and 7,194 points. The refund is higher if i enter just the dates and leave the default points alone.

If your spouse filed a joint return, that return was of both of you and was supposed to have all of your income entered on it too.    When you file a joint return it is ONE tax return for both people---not two returns.   So---if he already filed a joint return he has to wait for it to be fully processed by the IRS and then it has to be amended to include your income (your W-2's).    An amended return cannot be filed until the original return has been fully processed, and you have to use a special form called a 1040X which will not be available until late February.   And then....it takes the IRS months to process the amended return.

Did you get two 1099R?  One for IRA and for 401K?   You have to withdraw and enter the RMD separately for each.   See this thread especially for SteamTrain replies.  He seems to know how to report RMD and problems Entering first year RMD in TurboTax 2025

My refund was initially rejected because I forgot to include form 1095-A. I corrected the information and attempted to refill (applying for the refund advance), but was stuck in a loop due to the documents that have to be reviewed and accepted. If you’re having this issue, follow these steps: 1.) clear all cache and realtime in safari. 2.) if #1 doesn’t work, delete the TurboTax app and make sure chrome is your browser. Instead of it taking you to the documents where your forced to hit the back button and get stuck starting over, it opens them and downloads them in a separate window, allowing you to proceed to elect the refund option.   For anyone who doesn’t see the refund option, make sure you do this: 1.) when it takes you through the steps to finish filing, make sure to choose pay with refund. It’ll take you to a screen that’ll show that you’re ready to file. 2.) Instead, click into the second box that has the checkmark. It’ll list two options for deposit. If you click “back” in the bottom middle, it’ll take you through every option and the refund advance will be the second to last option. 3.) on the next screen, it’ll say “use Credit Karma 5 days early” or “continue with advance”. Click continue with advance.  I followed these steps and was able to reapply for the refund advance, even though I corrected my refund to add the 1095-A. Within 5 minutes, my Credit Karma app notified me that I had a $500.00 advance waiting because my return correction was accepted by the IRS. as someone who previously prepared taxes for three years, please let me know if you have any issues, and I’m happy to help how I can.

My refund was initially rejected because I forgot to include form 1095-A. I corrected the information and attempted to refill (applying for the refund advance), but was stuck in a loop due to the documents that have to be reviewed and accepted. If you’re having this issue, follow these steps: 1.) clear all cache and realtime in safari. 2.) if #1 doesn’t work, delete the TurboTax app and make sure chrome is your browser. Instead of it taking you to the documents where your forced to hit the back button and get stuck starting over, it opens them and downloads them in a separate window, allowing you to proceed to elect the refund option.   For anyone who doesn’t see the refund option, make sure you do this: 1.) when it takes you through the steps to finish filing, make sure to choose pay with refund. It’ll take you to a screen that’ll show that you’re ready to file. 2.) Instead, click into the second box that has the checkmark. It’ll list two options for deposit. If you click “back” in the bottom middle, it’ll take you through every option and the refund advance will be the second to last option. 3.) on the next screen, it’ll say “use Credit Karma 5 days early” or “continue with advance”. Click continue with advance.  I followed these steps and was able to reapply for the refund advance, even though I corrected my refund to add the 1095-A. Within 5 minutes, my Credit Karma app notified me that I had a $500.00 advance waiting because my return correction was accepted by the IRS. as someone who previously prepared taxes for three years, please let me know if you have any issues, and I’m happy to help how I can.