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I switched from HR Block for the 2024 return to TurboTax Deluxe for the 2025 return.   It's been a disaster! 1) I was under the impression I could import from 2024 return.   Nothing was imported due... See more...
I switched from HR Block for the 2024 return to TurboTax Deluxe for the 2025 return.   It's been a disaster! 1) I was under the impression I could import from 2024 return.   Nothing was imported due to my use of 1040-SR resulting in hours of tedious data entry. 2) It's February 6th now and a crucial form (form 4562) I need in doing my return is still not available in the TurboTax program.   I'm going back to Block for the 2025 return.  I chock up the wasted cost for TurboTax as a learning experience.
You took your fees for filing with turbo tax from my state refund and my federal refund. Even though you fixed the display issues it’s not simply just a display issue. You double charged fees. This i... See more...
You took your fees for filing with turbo tax from my state refund and my federal refund. Even though you fixed the display issues it’s not simply just a display issue. You double charged fees. This is unacceptable 
See this TurboTax support FAQ for removing Live Assist - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
Yes, as long as you have not filed, go back to the My Info or Personal Information section.   Select edit next to each dependent and go back through the questions.   You can also delete the dependent... See more...
Yes, as long as you have not filed, go back to the My Info or Personal Information section.   Select edit next to each dependent and go back through the questions.   You can also delete the dependents and re-add them.   Sometimes it is easier just to re-add them and start the questions fresh.   Add Remove Dep
Go back to MY INFO and click the dependent's name; go through the interview screens again, slowly and carefully.   Read every screen top to bottom.
I started receiving Social Security in 2025.  I received a lump sum payment for my deceased husband (who passed away in 2005) and I cannot enter the lump sum payment because the software only accepts... See more...
I started receiving Social Security in 2025.  I received a lump sum payment for my deceased husband (who passed away in 2005) and I cannot enter the lump sum payment because the software only accepts lump sums up to 2024. His SSA-1099SM has his SSN on it, so I'm figuring I cannot combine his and my amounts in Box 5. What are my next steps?
Guess I'm replying to myself but since I'm non resident of Iowa my "Iowa source" income and dividends are zero (in order for the non-resident credit to work properly) so it really doesn't ask me much... See more...
Guess I'm replying to myself but since I'm non resident of Iowa my "Iowa source" income and dividends are zero (in order for the non-resident credit to work properly) so it really doesn't ask me much about the income.  I do properly break the muni-bonds dividends up into multi-state and iowa back in the federal/main input section.  I do appreciate the help as I have been spent 4 hours on phone this week with tax experts and sent in two diagnostics files and TTax can recreate the problem, just can't seem to fix the bug.
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/m... See more...
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
No.  A Workers' Compensation Medicare Set-Aside (WCMSA or MSA) account is a dedicated, interest-bearing account containing funds from a workers' compensation settlement, specifically reserved to pay ... See more...
No.  A Workers' Compensation Medicare Set-Aside (WCMSA or MSA) account is a dedicated, interest-bearing account containing funds from a workers' compensation settlement, specifically reserved to pay for future injury-related medical expenses that would otherwise be covered by Medicare.  It is not an HSA.
are you referring to the list of 1099s since the redesign, if you click update on either line in the Interest and Dividends section it will show the long list of all your 1099s, ordered by Payer not ... See more...
are you referring to the list of 1099s since the redesign, if you click update on either line in the Interest and Dividends section it will show the long list of all your 1099s, ordered by Payer not the 1099 type.  It used to be separate views for either interest or dividends.  At the very bottom (ugh! - scroll, scroll) is the button for Add Investments which takes you to the import list, if you skip that you get the buttons to input different types of income.   It's super annoying workflow since they changed this last year.  For INT and DIV I use Forms mode and you can see totals on Schedule B but you may still have to do a pass thru them in EasyStep to clear any in "needs review" status.
Both forms are considered informational, not mandatory.   The 529 was used for qualified education expenses which can include room and board,  even off campus, Since the 1099-Q was not income, i... See more...
Both forms are considered informational, not mandatory.   The 529 was used for qualified education expenses which can include room and board,  even off campus, Since the 1099-Q was not income, it should not be entered. Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. The 1098-T with the qualified education expenses of $4,000 or more can qualify you for an education credit. If you qualify, enter the 1098-T to claim the credit.  Currently: For the full credit, your MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you're filing jointly) For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly) There is no credit given if your MAGI is above $90,000 ($180,000 if you’re filing jointly)
The rules for New York State are that you are considered a full-year resident if your domicile was in the state for 184 days or more.  That's the first six months of the year.  California has the sam... See more...
The rules for New York State are that you are considered a full-year resident if your domicile was in the state for 184 days or more.  That's the first six months of the year.  California has the same rule.   So in order to do this return correctly you need to first do the California return as a part-year resident first.  That allows you to adjust your income in California since your daughter only resided there for about a third of the year.   Then you will do the New York return as a resident.  Your daughter will be taxed on all of the income that she made for the entire year but she will be able to take a credit for the tax paid to California.  That will reduce her taxable income in New York.
I have had a long time HSA (year 4) and am on a family plan with my child. TT is saying: We calculated for income to include under the last-month rule, but you told us a different amount. Remove yo... See more...
I have had a long time HSA (year 4) and am on a family plan with my child. TT is saying: We calculated for income to include under the last-month rule, but you told us a different amount. Remove your entry below to use our calculation, or leave your total if you have a situation that requires uncommon adjustments. But it asks for spouse information- which does not apply. And, last month only applies in case of changes to HDHP (not in case of a single change) from what I understand. How do I make sure I get the appropriate credit?
Assuming that the reason for the excess contribution is that your MAGI is too high rather than having insufficient compensation to support the contribution, yes, it removes the excise tax.   Yes, t... See more...
Assuming that the reason for the excess contribution is that your MAGI is too high rather than having insufficient compensation to support the contribution, yes, it removes the excise tax.   Yes, the recharacterization causes it to become a contribution to your traditional IRA as though you had put it there in the first place. 
how do i change my TurboTax from premium expert assist to just premium?
I was moving too fast under dependents where they ask if the child has paid for their own expenses. I thought I was saying yes to me, the parent, paying for her (my 9 year old daughters) expenses. Now... See more...
I was moving too fast under dependents where they ask if the child has paid for their own expenses. I thought I was saying yes to me, the parent, paying for her (my 9 year old daughters) expenses. Now it is showing that she does not qualify as a dependent. I need to change my answer but I cannot find where to do this!