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a month ago
How do you know that you successfully filed your tax return with TurboTax? Do you have emails that you received? Is it possible that you used a different email address in 2024 to file your tax retu...
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How do you know that you successfully filed your tax return with TurboTax? Do you have emails that you received? Is it possible that you used a different email address in 2024 to file your tax return than the one that you are using now? Can you see the 2024 tax return that you filed?
a month ago
I have 2 IRAs, but am only taking the RMD from one IRA, that is, I am taking the total required RMD for both IRAs from the first IRA. I know that is legal. My issue is that Turbo Tax software asks if...
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I have 2 IRAs, but am only taking the RMD from one IRA, that is, I am taking the total required RMD for both IRAs from the first IRA. I know that is legal. My issue is that Turbo Tax software asks if this is the RMD for the IRA I am entering for and if I have other IRAs. Do I need to enter information for the second IRA, or just proceed with the single IRA that I received the RMD from and answer yes, that is the RMD.
a month ago
@czimmer501 wrote: It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity... You don't see what's in the screenshot below? Refresh your browser, restart your p...
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@czimmer501 wrote: It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity... You don't see what's in the screenshot below? Refresh your browser, restart your program, etc.
a month ago
Is there an error in TurboTax?
Topics:
a month ago
It may have been deposited into your Credit Karma account. That is where refund anticipation loans go and often where the five-day-early refunds are directed. You can check there if it has not appe...
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It may have been deposited into your Credit Karma account. That is where refund anticipation loans go and often where the five-day-early refunds are directed. You can check there if it has not appeared in your regular bank account
a month ago
Merrill is now available for import (if your 1099s are ready). Restart your program and log in; you should see "Merrill" as an import option in the list.
a month ago
We may be able to get your 2024 tax return if you used TurboTax Online last year.
If you sent this message, you have access to an electronic device.
You can load TurboTax for 2025 onto your p...
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We may be able to get your 2024 tax return if you used TurboTax Online last year.
If you sent this message, you have access to an electronic device.
You can load TurboTax for 2025 onto your phone.
You will have to use the same ID and password as last year.
Go to Tax Home
Scroll to Your tax returns & documents
Select the year
Download the PDF.
a month ago
@Brglasttt
To request a refund for a TT product
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2
a month ago
Did you get your funds?? My account was unlocked and haven't been able to make a purchase ever since they said its been unlocked. My question is how long did you have to wait?
a month ago
The state tax return will be included in the PDF download. It is located directly below the federal tax return forms, schedules and worksheets.
To access your current or prior year online tax ...
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The state tax return will be included in the PDF download. It is located directly below the federal tax return forms, schedules and worksheets.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
a month ago
It should be resolved (as of yesterday). However, it could be that your 1099-B statements are not yet available in the proper format from Merrill.
a month ago
Did you get your funds?? My account was unlocked and haven't been able to make a purchase ever since they said its been unlocked. My question is how long did you have to wait?
a month ago
I can't manually two of my 1099R. What's wrong?
a month ago
I cannot install this software on my windows 10 desktop computer. I do not want to purchase a new computer just for this purpose. I do not want to use online version for privacy reasons. My credit ...
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I cannot install this software on my windows 10 desktop computer. I do not want to purchase a new computer just for this purpose. I do not want to use online version for privacy reasons. My credit card was automatically billed in November 2025. I want to unsubscribe from any automatic charges and get a refund for the software I am not able to use.
a month ago
You can’t add another W-2 (nor another type of tax document: 1099, 1098, etc.) if you have already filed your tax return.
The IRS may either Accept or Reject your filed federal tax return.
...
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You can’t add another W-2 (nor another type of tax document: 1099, 1098, etc.) if you have already filed your tax return.
The IRS may either Accept or Reject your filed federal tax return.
If the return is rejected you can make the necessary changes and e-file again.
Enter your W-2 by:
Open or continue your return.
Go to the W-2 screen under Wages & Income. Select Work on my W-2 and Continue. (or you can type "w2" in the Search box; and click on "jump to w2" link). If you've already entered a W-2 or need to add another one, select Add a W-2.
Enter your Employer Identification Number (EIN) from Box b on your W-2. If your W-2 can be imported, you'll come to the Great news! We can automatically import your W-2 info screen. Answer the questions to complete your import.
If TurboTax doesn't recognize your EIN you can use the TurboTax mobile app to snap a photo of your W-2, upload it from your computer, or fill it in yourself.
TurboTax FAQ: How do import or enter my W2?
If the return is accepted you will have to amend your original tax return using Form 1040-X. If you e-filed your original return, then you can go back online to make the necessary changes and then e-file the amended return.
However, if you paper-filed (mailed) your original return, you will need to paper-file (mail) your amended
return.
The IRS may take up to 20 weeks or longer to process an amended tax return.
Also, before you start to amend the tax return, you should wait for the original tax refund to be received (or the taxes due to be paid).
For more information, please see TurboTax FAQ: How do I amend my federal tax return for this year?
The tentative date that the 1040-X form to amend your original tax return may be 2/19/26.
a month ago
It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity, which is clearly not the correct financial institution if you try to log in you receive an error message. If n...
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It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity, which is clearly not the correct financial institution if you try to log in you receive an error message. If no drop down exists for Merrill it isn’t there fault it’s TT. This needs updated ASAP I’ve used this for years always worked before. Please open a ticket and correct this
a month ago
The part in TurboTax , where you will enter additional contributions, is after you enter your 1099-SA to report your distributions. To get there:
Navigate to the 1099-SA section:
TurboTax ...
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The part in TurboTax , where you will enter additional contributions, is after you enter your 1099-SA to report your distributions. To get there:
Navigate to the 1099-SA section:
TurboTax Online/Mobile: Go to the 1099-SA screen under Wages & Income.
TurboTax Desktop: Search for 1099-SA.
Follow the onscreen instructions.
What is a health savings account (HSA)?
What's Form 8889?
@jsobier
a month ago
First I was not aware that my son turning 24 makes him not a dependent on my taxes. So for 2025, we used the 529 to pay for his last semester of college, had it deposited into my bank account, and p...
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First I was not aware that my son turning 24 makes him not a dependent on my taxes. So for 2025, we used the 529 to pay for his last semester of college, had it deposited into my bank account, and paid the college bills. I guess that 529 withdrawl and the corresponding college expenses will have to go on his taxes However, he was on our ACA medical. I paid his medical on our ACA bill. I am hoping I can put his "portion" of the medical paid on his taxes. The bill breaks out the cost for each person. He makes good money, so he is above the poverty line. (FYI Healthcare.gov let me put him on my medical plan - I assumed he had to be a dependent. So that is why I am annoyed. I am stressing about how to enter all of this into TurboTax. ) ALSO I paid additional estimated 2025 taxes bc of my son's income. If he was a dependent, his income is added to my income for the Premium Tax Credit - and I wanted to avoid a tax penalty. Oh he still lives with us.) So I just want to know how 529 withdrawls and the ACA medical are handled when I thought they were going to be on my taxes but now may have to be on my son's. (Also when we added him to our medical Fall 2024 - he had no job offers and thought about doing a gap year. Then gets a job and now I have a tax dilemma!)
a month ago
Just break out of the W-2 input cycle. In TurboTax, click My Info or Wages & Income to the left side of the screen.
@Anonymous