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 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 chan... See more...
 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.    
For NC, the D-400 Supplemental Schedule S Worksheet line 1 column 1 can be overridden and the correct value inserted.   Before, 2/10/2026 this was correctly working in the TurboTax 2025 Deluxe.  On... See more...
For NC, the D-400 Supplemental Schedule S Worksheet line 1 column 1 can be overridden and the correct value inserted.   Before, 2/10/2026 this was correctly working in the TurboTax 2025 Deluxe.  On 2/12/2026 it was not properly transferring the correct value to the above worksheet.  I called turbo tax to explain the program's issue and the response I got was unsatisfactory in term of fixing the bug.
yes AI method should help you reduce or eliminate the penalty and is for this purpose, to align uneven estimated taxes with uneven income; you can go through it under Other Tax Situations / Underpaym... See more...
yes AI method should help you reduce or eliminate the penalty and is for this purpose, to align uneven estimated taxes with uneven income; you can go through it under Other Tax Situations / Underpayment Penalties.   the other way to avoid this going forward if you plan to make regular conversions, is to make quarterly estimated tax payments based on prior year tax
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.  ... See more...
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  
Charles Schwab said data successful transferred to Turbotax,  While Turbotax said it is not
Yes.   The 1099-G for the New York State Inflation Refund Check can be entered as a New York State refund in the TurboTax program. Income Other Common Income State and Local Tax Refunds on... See more...
Yes.   The 1099-G for the New York State Inflation Refund Check can be entered as a New York State refund in the TurboTax program. Income Other Common Income State and Local Tax Refunds on Form 1099-G   START or UPDATE Select the "Tax return year" on the "Tell us about the refund you received in 2025" as TAX YEAR 2023 Enter zero for "Payments and Withholding" Enter the amount that you received which is reported on that 1099-G Select NO for the "Let's check if your 2023 New York refund is taxable" screen Once the NO radio button is selected a drop-down opens and you can enter the taxable amount which is the full amount reported on that 1099-G.   If you also receive a 1099-G for a 2024 state tax refund, that can be entered separately from this 1099-G.  You will attribute the "inflation refund" check to tax year 2023 and the State refund (if you received one) to tax year 2024.   This is the first year New York has issued a payment like this. There is no one dedicated screen to enter this 1099-G in the TurboTax program. Technically the New York State Inflation Refund Check is NOT a refund of tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2023 income, regardless of whether they itemized or used the standard deduction. It is not taxable on the state return, but is taxable on your federal return. Some answers you give the program are answers to make the program put the numbers where they need to go, they are not answers that are transmitted to the IRS. The amount of the New York State Inflation Refund Check will be reported on Schedule 1. The total on Schedule 1 is carried forward to Form 1040 line 8.     Here is a link explaining the New York State Inflation Refund Check Here is a link explaining the federal taxability of the check  
ADDENDUM: Also, here's how you can confirm what method TurboTax is using to calculate your tax.   Go into Forms Mode and bring up the Form 1040 Worksheet.   On that Worksheet scroll down to between ... See more...
ADDENDUM: Also, here's how you can confirm what method TurboTax is using to calculate your tax.   Go into Forms Mode and bring up the Form 1040 Worksheet.   On that Worksheet scroll down to between lines 15 and 16, and you should see a Tax Smart Worksheet which shows what computation method or methods TurboTax used.   It may simply show that it used the QDCGT Worksheet, but sometimes it can use more than one method depending on items in your return.
I just ran the update and of the 7 errors, all but one still remains and it's frustrating that one would not be fixed.   ERROR Message I'm still getting even though the other 6 asset work sheets we... See more...
I just ran the update and of the 7 errors, all but one still remains and it's frustrating that one would not be fixed.   ERROR Message I'm still getting even though the other 6 asset work sheets were fixed with the Feb 13th update but this one still exist.  THis is the exact message I get and a red X where the 100% for Special Depreciation Allowance   Asset Entry Worksheet (Name of Asset) Special Depr Allowance is too large. It cannot exceed 0% of eligible basis.
You are confused.   There is no online version of Premier.   The desktop download versions are Deluxe, Premier and Home & Business.       For online the versions are Free Edition, Deluxe or Premium. ... See more...
You are confused.   There is no online version of Premier.   The desktop download versions are Deluxe, Premier and Home & Business.       For online the versions are Free Edition, Deluxe or Premium.    The one closest to Premier would be Premium.   Do you fully understand the difference between using desktop and online?   You need Windows 11 or a Mac that meets the system requirements to use desktop download.  Does your computer meet the system requirements?     https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/00/25609   https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/minimum-system-requirements-turbotax-windows/L8ZSsGqF1_US_en_US?uid=lph06daf       If you want to use online instead----perhaps because you still have Windows 10?---- you can do that ---understand that with online, you get one return per fee.   Every return requires its own email, account and user ID.  You pay separate fees for federal and state.     Desktop software Every version has all forms and schedules Forms mode to see all forms as you work and “what if” feature  Can e-file up to five federal returns and their associated state returns If you have more than five federal returns the additional ones can be mailed Tax file is stored on your own hard drive Always available even after tax season ends State e-file fee is an extra fee.   State can be mailed to avoid e-file fee Desktop is more cost effective for multiple returns for family members, etc. Desktop software is available from Intuit or from various retailers—prices vary Only works on full PC or Mac—not on any mobile devices       Desktop --unless you specifically buy federal  Deluxe only from a retailer-- will include the software for one specific state.   You can prepare as many returns for that state as the number of federal returns you prepare.  E-filing state returns is an extra fee which can be avoided by printing and mailing the states.   Additional--other--state software is an additional fee for the software. Online Software Online TurboTax Forms and schedules supported vary by which version you use No Forms mode, but you can “preview” Form 1040 and Schedules 1, 2, or 3 before filing One return per fee Separate fees for federal and state returns Each return needs its own email, account and user ID Tax file is stored in online account for seven years Can be used on any device with internet access  When you use Desktop TurboTax, which you download to your own hard drive, you can prepare and e-file multiple returns for the cost of the software.  You can e-file up to 5 Federal returns—more if you mail the additional ones.  If you have multiple returns to prepare for family members, Desktop is more cost effective.       You can seek a refund for the Premier download you purchased and then use online if you want to.   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      
I'm a fellow user, not a tax expert, but I wonder if it's this.    Do you have other capital gains and qualified dividends that invoked the use of the QDCGT Worksheet for your tax calculation?   If... See more...
I'm a fellow user, not a tax expert, but I wonder if it's this.    Do you have other capital gains and qualified dividends that invoked the use of the QDCGT Worksheet for your tax calculation?   If so, the Qualified Dividends and Capital Gains Tax worksheet uses the IRS Tax Tables (if income less than $100,000) for the final calculation to help it to determine which is the lower rate.   At your income level the IRS Tax Tables are in $50 increments.  Think of them as $50 brackets.  If you are near the top of one $50 bracket and add a few dollars of income, it can push you into the next $50 bracket of the IRS Tax Table.   Look at the QDCGT Worksheet in Forms Mode and the calculations on the last 4-5 lines.   Specifically, look at Lines 22 and 24 of that worksheet.   Then look up the tax figure shown there in the IRS Tax Tables, which you can find in this IRS Publication, and you'll see how the $50 "brackets" would work with your income figures. https://www.irs.gov/pub/irs-pdf/p1040.pdf [EDIT NOTE:  2/13/2026 at 6:10 PM Pacific   Link revised from the IRS HTML web version to an IRS PDF version, which is much easier to read.]   Try looking at the QDCGT Worksheet and the IRS Tax Table amounts both before you add the additional interest, and look at the QDCGT Worksheet and IRS Tax Table after you enter the extra interest to see how it changed in regard to the IRS Tax Table $50 "brackets."   You may have simply been about $3.63 below the next $50 bracket, and if so, then the extra $3.69 sent you over the cliff into the next $50 bracket in the IRS Tax Table.
ERROR Message I'm still getting even though the other 5 asset work sheets were fixed with the Feb 13th update but this one still exists:   Asset Entry Worksheet (Name of Asset) Special Depr Allowa... See more...
ERROR Message I'm still getting even though the other 5 asset work sheets were fixed with the Feb 13th update but this one still exists:   Asset Entry Worksheet (Name of Asset) Special Depr Allowance is too large. It cannot exceed 0% of eligible basis.
@DORRITO wrote: I'll never understand why someone replies when they have no idea what they are talking about.  I'm ready to leave as well, been waiting solely on this.  Can't get updates. Not... See more...
@DORRITO wrote: I'll never understand why someone replies when they have no idea what they are talking about.  I'm ready to leave as well, been waiting solely on this.  Can't get updates. Not sure to what you are referring but H&R Block was just updated yesterday and NOW the depreciation section in rentals is functioning properly.    I have no idea why you can't get updates but YOU are the one who has no idea what you are talking about, I suppose, since everyone else can get updates without experiencing any issues. Looks like user error on your part.
A scholarship COULD be contributed, but as stated earlier, it needs to be earned income and reported on a W-2. Some Fellowship Grants are reported on a W-2 and that would qualify.    The scholarshi... See more...
A scholarship COULD be contributed, but as stated earlier, it needs to be earned income and reported on a W-2. Some Fellowship Grants are reported on a W-2 and that would qualify.    The scholarship listed in Box 5 on a 1098-T can be used towards your Earned Income Credit if you are otherwise eligible, but excess in Box 5 on your 1098-T can not be used to make a deductible IRA contribution.    Excess (taxable) scholarship income is funny, sometimes it counts as earned Income and other times it doesn't.  For an IRA contribution, it doesn't.     "Yes it states that  taxable non-tuition fellowship and stipend payments qualify along with wages, salaries, self-employment income." Those Fellowships and Stipends are reported on a W-2.     HERE is a similar question 
My son worked in our home state during the summer, but when he went to college out of state he got a job for a few months.  Does a separate state need to be purchased and filed?  The home state is Ma... See more...
My son worked in our home state during the summer, but when he went to college out of state he got a job for a few months.  Does a separate state need to be purchased and filed?  The home state is Maryland, and the other state is South Carolina.  If we have to purchase SC, do we need to create a separate federal form for just that W-2 so it can be filed in SC?  If we can use the same federal form and include all income from both states, is the software smart enough to know how to calculate the tax information for just the other state (SC)?  What if the cost of purchasing the extra state is more than the amount of the return he would get?
oh well - have to be patient and take it day by day, there is no firm date in the other threads.  IRS updated instructions 2 days ago on 2/11, presumably Intuit is doing final checking against that. ... See more...
oh well - have to be patient and take it day by day, there is no firm date in the other threads.  IRS updated instructions 2 days ago on 2/11, presumably Intuit is doing final checking against that.   https://www.irs.gov/pub/irs-pdf/i4562.pdf
ERROR Message I'm still getting even though the other 5 asset work sheets were fixed with the Feb 13th update but this one still exists:   Asset Entry Worksheet (Name of Asset) Special Depr Allowa... See more...
ERROR Message I'm still getting even though the other 5 asset work sheets were fixed with the Feb 13th update but this one still exists:   Asset Entry Worksheet (Name of Asset) Special Depr Allowance is too large. It cannot exceed 0% of eligible basis.
Which turbo tax version do you have that has updated? I have desktop premier and it still hasn't update the form 4562