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You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

Please be aware that the pending update will affect depreciation for Schedule E (Rental Properties) only. Schedule C (Self-Employment) and Schedule F (Farming) were updated previously and should be working in all versions of TurboTax. If you don't have Schedule E in your return, you may be able to e-file successfully.   We do anticipate the depreciation calculations within the software should be updated on or after February 13, 2026. Our tech team is working hard to release the updates before that date.    You may sign up for email notification here.

To resolve this issue, look at your Social Security card and enter your name exactly as it's printed there. Follow next steps:   In your Intuit Account, go to the "My Info" tab. Delete the name. Type it again to remove any space (if have it) and hidden characters.   Otherwise, contact one of our tax representative at:  Turbo Tax Customer Service   

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

I have solved this. The error message said that the EIN was wrong. This was a misleading answer. I checked with the company and rechecked my own work multiple times. The EIN was correct, but the company that issued it had a name that was written in all CAPS. Apparently, the Govt database is case sensitive. Sigh.    Since corrected and submitted and accepted.    Thanks for your reply. 

If you do have local tax withholding, enter the wages in box 18 of your W-2. If you have no local tax and/or no local withholding be sure to use the 'Delete' key in those fields to be sure they are clear of any entry. Once completed you may want to close the return and follow the instructions below.    Try clearing the cookies and cache.   It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options. How to clear your cache Once this is complete open your return and try again.   If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.   Lastly, you could delete the W-2 and enter it manually again.  Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here.

Yeah I don't know why the employer's accountant (a small mom & pop restaurant) filled out those boxes when there's no state income tax here. I just blanked them out. I hope there won't be any issues in both Federal and State. Thanks for your help.

You may be required to report foreign interest  from your bank account. Here are a few suggestions to help you get through a foreign bank account interview in TurboTax.   1.a. Bank interest does go on a 1099-INT.     b. Box 6 is for foreign tax paid is a good place to enter the income.  It tells the program to give you a foreign tax credit.     c. If the amount of all foreign tax is below $300, you take the credit without having to file Form 1116.    d. Yes, you are using box 6 to get the foreign tax and you might need to go through the foreign tax credit to select a credit, if the total foreign tax paid is over $300. Otherwise, the program will do it all for you.   2. a. One of the most important questions according to the IRS. Check that you have a financial account in a foreign country.     b. Also important, check that you have authority over your bank account in a foreign country. Both should be marked.   3. a. No, a foreign bank isn't a foreign trust.     b. It doesn't sound like you run or own the trust, just a beneficiary. Here's the form and instructions for you to verify that it isn't needed in your scenario. About Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain For...   You may need to file Form 8936 and/ or FBAR. Here is a comparison of the FATCA (Form 8938) and FBAR requirements. The FBAR isn't part of the tax return. It is filed separately. File FBAR through the Financial Crimes Enforcement Network.

Hi NicolleR1,   Thank you - this is how I ended up "fooling" the program to accept the correct routing information, using new account instead of existing data; note that I used the same account so this should not have been necessary.  I had used this account previously, and have never used wire transfer, so this is a software bug that should be addressed for others. Thanks, KingKabing

Generally, Social Security will report the benefits in a separate form for each person.  You can see who the form belongs to by looking at the form SSA-1099 box 2, this box will show the social security number of the person that the form belongs to.  If the form reports both of your benefits, then you will need to separate what belongs to each person.  You will not report your child's Social Security benefits on your return.  In TurboTax you will only enter the amount that is part of your back pay.   Retro payments are taxable and reported on the year they are received.  You have the choice to determine the taxable amount but choosing to use your current year income or using your income for an earlier year.     The taxability of Social Security benefits depend on if the  person received other income in addition to the Social Security.  If the only income received is Social Security then it will not be taxable.      

A solution is to use the square feet of each office divided by the total square feet of the home then multiply that by the property tax total, enter that amount as a miscellaneous expense on the business. On Schedule A enter the balance of property taxes that apply to the home living space.   This will produce all the necessary results.   @slohtia  @marc1974 

The easy step interview will not ask about anything other than Books and supplies under the 1098-T part. And the 1099 Q easy step does not ask about any other expenses like room and board. When I attempt to override by entering the expenses manually on the student info work sheet, the entry is in blue and it is not saved. because after closing the program and restarting it, the entry on the form vanishes. There seems to be no way to get around this bug.  But we can leave 1099 Q out because that is not sent to IRS anyway I believe.  

  Here is the step-by-step path to ensure the software recognizes those 2024 payments properly.   Since you are filing your 2025 return, TurboTax will usually reject any birth year after 2025.    Enter 2025 as the birth year.  For a non-finalized adoption, this entry is simply a "folder" for your expenses on Form 8839. It does not grant you the Child Tax Credit (which requires an SSN and a real birth date).  When the child is actually born/placed in 2026, you will update the permanent records on next year's return so that you will be able to report them as a dependent. TurboTax asks for expenses based on the year they were paid. Because of the IRS rule for domestic adoptions, expenses paid in 2024 are claimed on the 2025 return.   In the Adoption Credit interview, look for the screen titled "Enter Expenses Paid for [Child's Name]."  Do not enter the amount in the box for "Expenses paid in 2025." Look for the box specifically labeled "Qualified expenses paid in 2024 (or prior years)." Enter your 2024 total there. TurboTax will then apply the "Year After Payment" and pull that amount onto your 2025 Form 8839.  If you do not have an ATIN or SSN yet, do the following:   First Name: Enter "Unknown" or "Baby." SSN Field: Leave it blank.  TurboTax will flag this as an "error" during the final review. You can ignore this. The IRS instructions for Form 8839 explicitly state that for a non-finalized adoption where a child hasn't been identified, you should leave the identifying number blank or enter "Unknown."  This is located in part 1, paragraph 1 of the instructions. Even though the adoption isn't final,  TurboTax should now show you a refundable credit of up to $5,000 for these 2024 expenses. If you don't see this, double-check that you selected "No" to "Was the adoption finalized in 2025?"   You will need to print and mail this return since there is no SSN issued for the unborn child.

Financial institutions make their own decisions as to whether they will partner with TurboTax to allow imports of information into tax software.   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.