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4 weeks ago
According to the IRS, you may take your RMD from one account.
Therefore, in TurboTax, inputting the RMD you took from the first account will satisfy your total RMD.
Here is a link, "Can a...
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According to the IRS, you may take your RMD from one account.
Therefore, in TurboTax, inputting the RMD you took from the first account will satisfy your total RMD.
Here is a link, "Can an account owner just take a RMD from one account instead of separately from each account?"
4 weeks ago
4 weeks ago
Turbotax says not to enter these expenses when it asks for mandatory/optional purchases from the school, but there is no further prompt for the expenses purchased outside the school for school purposes.
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4 weeks ago
E-filing is closed for 2024. You have to mail it.
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
Do not expect qui...
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E-filing is closed for 2024. You have to mail it.
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
4 weeks ago
2 Cheers
I went down the path suggested by manisman1995 this AM. The only issue I had was the Qualified Tuition Program (QTP) Computation of Taxable Distribution in the "For Purposes of Regular Tax" column w...
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I went down the path suggested by manisman1995 this AM. The only issue I had was the Qualified Tuition Program (QTP) Computation of Taxable Distribution in the "For Purposes of Regular Tax" column was just wrong. No way to drill down on the cell that was being calculated incorrectly, Line 2 c. I detected it by writing down my Fed & State refunds prior to moving forward. For some reason, TT was causing the AGI to be overstated for my daughter and while that had no impact on her Fed taxes, it was incorrectly increasing her state taxes due off AGI. So, to correct this, I had to right click and override that cell (Line 2 c) with the correct amount. Only at that point, were things correct even after entering her Education Expenses manually at the Form "People wks (student / taxpayer)" at line 6 for Room & Board. Her Tuition per Box 1 of her 1098-T and her Room & Board (not included on 1098-T) entered at the corresponding "People wks" at Line 6 exceed her 529 Plan withdrawals to her as beneficiary and the janky calculation within TT was still somehow computing that she had income attributed to her 1099-Q.
4 weeks ago
I’ve been pending for 5 days. TurboTax says they accepted my return, but IRS hasnt accepted it for 5 days.
4 weeks ago
You should not need to delete the state return and start over, but it should not be detrimental to do that.
Instead, try typing 'other' in the search box that is directly below the title on the...
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You should not need to delete the state return and start over, but it should not be detrimental to do that.
Instead, try typing 'other' in the search box that is directly below the title on the screen called, 'Take a look at Illinois credits and taxes'.
@cmurphy1925
4 weeks ago
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the...
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If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.
4 weeks ago
@geog1 This does not happen for all TurboTax online users. I have three accounts with the online editions. Free, Deluxe and Premium, none need or use Live Assist.
What happens when you click o...
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@geog1 This does not happen for all TurboTax online users. I have three accounts with the online editions. Free, Deluxe and Premium, none need or use Live Assist.
What happens when you click on See other TurboTax products? Or when you click on < Back?
4 weeks ago
Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software befo...
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Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.
If you want to enter it manually, click the option that says “I’ll type it in myself”
4 weeks ago
I can't stand Turbo Tax. I don't know why I came back. This company knows their end is coming.
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4 weeks ago
I can't stand Turbo Tax. I don't know why I came back. This company knows their end is coming.
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4 weeks ago
You mean you started it last year-- in 2025?
You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it. But you...
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You mean you started it last year-- in 2025?
You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it. But you can no longer use online software for any further changes.
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.
Online tax preparation and e-filing for 2024 returns is now permanently closed.
Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac (not to a mobile device).Then you need to print, sign and mail it.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe
If you already paid for your online software you can ask customer support for a download of the desktop software.
They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
If you are getting a refund, there is no penalty for filing late. If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe. Only the IRS will calculate this—TurboTax will not calculate it.
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.
4 weeks ago
1 Cheer
My only suggestions would be to (a) log out if you're logged in (or the other way around) and (b) completely turn off updates when you start the program. By turning off updates I mean indicate yo...
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My only suggestions would be to (a) log out if you're logged in (or the other way around) and (b) completely turn off updates when you start the program. By turning off updates I mean indicate you do not have an internet connection in the program options. You can always check for updates manually via the menu.
4 weeks ago
How do I download information from my financial institutions
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4 weeks ago
We could not e-file your return for the following reason: The Intuit Electronic Filing Center is closed for the 2024 Personal Income Tax filing season. November 15, 2025 was the last day to file retur...
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We could not e-file your return for the following reason: The Intuit Electronic Filing Center is closed for the 2024 Personal Income Tax filing season. November 15, 2025 was the last day to file returns electronically.
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4 weeks ago
I started my 2024 taxes via the "start for free" site. Now I can't find it to complete it.
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4 weeks ago
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if ag...
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If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.