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Q. If a state tax refund is not taxable, why is there even a place to enter it in TurboTax (TT)? A. Sometimes a state refund is taxable, so TT has to accommodate that situation.   Q. When does that occur? A. When you previously deducted the refund amount. Using an example: During 2024, your employer withheld $1000 in state tax and that was shown in box 17 of your W-2.  So when you filed your 2024 FEDERAL  tax return, in early 2025, you deducted that $1000, as an itemized deduction.  But when you filed your 2024 state return, you got back $100, because your state tax bill was only $900.  That $100 is taxable income to you on your 2025  tax return.            

Box 12 is informational.  Since there isn't a dropdown for code TT currently, enter all of the other information from your W-2. Continue through the interview and you will be asked if you have any uncommon situations, including overtime. Select that you have the uncommon situation of overtime, then a series of questions will be generated.   On the screen "Let's see if your overtime qualifies as tax-free," select "No help needed—I know what to enter." You'll then be asked if you are an exempt or not an exempt employee (exempt employees are not eligible for the overtime deduction).  Now, you can enter the deductible overtime.   Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

The state refund will be shown on your 2024 state tax return.  The state tax return will be included in the PDF download, 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.

In order to claim tips, as a self-employed individual, you must have income reported to the IRS on a 1099-K, 1099-NEC or 1099-MISC.  The new law only applies to tips that are reported to the IRS.  If they are not reported to the IRS on a form other than your Schedule C, you cannot claim them.     This means that if you enter your income as cash or checks and it was not reported on one of the forms to the IRS, you cannot take the deduction.    Taxpayers may be able to claim a deduction for qualified tips paid to them in 2025 that are included on Form W-2, Form 1099-NEC, Form 1099-MISC, Form 1099-K, or reported directly by them on Form 4137.   If you did receive a 1099, that included tips, then you would need to enter it separately from the rest of your income to be able to take the No Tax on Tips deduction.   In order to claim tips, the following must apply: The tips MUST be reported.  If they are not reported on a form to the IRS you cannot claim them for the no tax on tips deduction. If employed they need to be reported on your W-2 or form 4137 If self-employed, they must be reported on a 1099.  If you received them as cash, they are not deductible.  Your income must be below $150,000 if you are single or less than $300,000 if Married Filing Jointly.  Above these amounts, the deduction starts to fade out and is not available at all for those with income over $400,000 for single and $550,000 for Married Filing Jointly. You can not claim this deduction if you are Married Filing Separately You receive tips from an occupation that normally and customarily receives tips Self-employed, deduction may not exceed individual’s net income, without regard to this deduction, from the trade or business in which the tips were earned.  

If you used itemized deductions for your 2024 tax return, then you should amend that return to remove the property tax amount that was not paid until 2025.  If you used the standard deduction in 2024, then you would not need to amend it because the property tax did not affect your tax return.   You should not try to fix it on your 2025 tax return as an alternative to amending the 2024 return because you would just be cheating yourself out of an extra deduction amount for 2025.     Amending returns for honest mistakes is not likely to cause any red flags with the IRS.  It is quite common to file an amended return to make corrections or add something that was missed.     To learn more about amending your return, see the following TurboTax help article:   How do I amend my federal tax return for a prior year?  

I have the same issue. This is unacceptable at any level. Intuit should have the capability to fully release all required forms before selling the product to customers. This basic expectation has now turned into widespread frustration, and the issue remains unresolved even as we are 14 days into the tax filing season.

Solo puedes cancelar si no has transmitido electrónicamente ni mandado la declaración de impuestos por correo.  Para cancelar tu declaración:   Abre tu cuenta de TurboTax En el menú del lado izquierdo ve a Herramientas de Impuestos  Selecciona Herramientas En el menú que abre selecciona "Clear & Start Over" - este menú no está en español.  ¿Puedo cancelar o enmendar una declaración pendiente?  

Para poder enmendar tus impuestos, tienes que primero finalizar tu declaración original.  Si todavía no ha procesado su declaración puede regresar al programa y hacer los cambios necesarios.   Si ya enviaste tus impuestos. vas a tener que esperar a que sea aceptada y procesada por el IRS y el estado o estados, para hacer una enmienda.  Eso quiere decir que tienes que esperar a que tus reembolsos lleguen antes de hacer cambios.     Cuando estés listo para hacer tu enmienda sigue los pasos a continuación:    Entra a tu cuenta de TurboTax A lado derecho bajo Preguntas Frecuentes Selecciona Como enmiendo mi declaración? Y Enmendar mi Declaración usando TurboTax Online Lo único que tienes que cambiar son los cambios que necesites  ¿Debo enmendar mi declaración? ¿Cómo enmiendo mi declaración de impuestos federales de este año?  

A 1095-A may have been issued in the past, or a member of your household may have applied. I suggest you first contact the Marketplace and confirm that there was no 1095-A issued this year. You can use the phone number listed by state at  The Health Insurance Marketplace. Once confirmed you can clear the 1095-A by following these steps: To clear a 1095-A in TurboTax, you can follow these steps   Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

Q. Since I am not claiming any of the tax credit, and I am certain the 1099Q money is used for qualified education expense, can I just forgo these forms?  A. Yes.   The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). Some people would still have to do the math to see if there were enough expenses left over for them to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

Para revisar tus impuestos del 2025:   Abre tu declaración  Selecciona Herramientas de impuestos en el menú Tienes dos opciones: Con esta es posible que tengas que pagar primero.  Selecciona Centro de impresión y, luego, Imprimir, guardar u obtener una vista previa de la declaración de este año(es posible que se te pida que te registres o pagues primero). Para solamente ver tu Formulario 1040: Selecciona Herramientas, ver resumen de impuestos en el mensaje emergente, ve a vista previa de mi Formulario 1040, en el menú de la izquierda. Si necesitas ayuda adicional con tu declaración puedes elegir TurboTax Live en tu declaración de impuestos para recibir ayuda de un experto bilingüe que te puede ayudar a revisar tu declaración.     ¿Cómo obtengo TurboTax Live?  

It depends.  If you pay 100% of it, meaning they do not transfer money to you to pay the mortgage, then you would mark non of these apply.   If you pay 100% of it and they DO contribute to the mortgage, then you would check "I co-own this loan with someone and only pay a portion of it"

You will need to wait until your return is processed to decide which step to take next.   It is possible that the IRS will catch it and send you a letter telling you that they are adjusting your return due to the missing 1099-R.  If they process your return and you do not receive a letter telling you your return has been adjusted, then you will need to Amend Your Return.

It isn't available yet. The section reads; "We're updating this section for latest tax laws. You can continue and skip it for now and work on other parts of your return. Sign up for email alerts, and we'll email you when it's available. Turbo tax has been a disaster this year with this delayed form.

I downloaded and installed Turbo Tax 2025 several weeks ago. Entered my tax information but did not submit. I tried opening Turbo Tax today and I get the "Looks like we've run into an error" message. Tried updating windows, drivers, uninstalling and reinstalling. No progress. Still cannot open Turbo Tax. it worked once. Why doesnt it work now. How about a customer service contact?