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a month ago
IMO I find several of the "canned" responses by the "TT employee experts" to customer posts in this thread almost insulting. IMO it appears to be a repeat of last year. I think by now most peop...
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IMO I find several of the "canned" responses by the "TT employee experts" to customer posts in this thread almost insulting. IMO it appears to be a repeat of last year. I think by now most people having problems with long delays in having their returns actually transmitted to the IRS by TT have figured out on their own how to properly check for the status of their refund/status of their return being logged in by the IRS (accepted/approved/received or whatever term is used with TT trying to quibble about the exact term used while the rest of us clearly understood what was meant by the poster). IMO once again some of these "TT employee experts" keep trying to blame the customers for not knowing what they are doing when the problem is likely TT in a number of the cases. Please see my post from 2/25/2025. It contains just one link of several that I found last year that indicated that when you efile your return with TT, contrary to what TT would have you believe, the efiled return does NOT go directly to the IRS but rather to another TT department responsible for then efiling your return. This IMO is where many of us last year had horrendous problems with TT failing to timely transmit returns to the IRS and just held onto returns for days to weeks with no valid reason whatsoever so I suspect this is the same problem this year but I don't know as I am not using TT any longer (thank goodness IMO). Hope all of you in transmittal limbo can get resolution soon.
a month ago
How can I use my one account to create new filing for my family members? I do not see an option to start another filing for my family.
a month ago
We can't call from this forum - it is question and answer only. But if you provide some more details, someone can help you with your 2023 tax return.
Do you need to file a 2023 tax return?
a month ago
Feb 3, 2026 having this issue after installing TT Deluxe desktop. Mac OS Tahoe (26.2). 2024 return is from the PC desktop version. Will check to see if it's encrypted, but I don't think it is. It isn...
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Feb 3, 2026 having this issue after installing TT Deluxe desktop. Mac OS Tahoe (26.2). 2024 return is from the PC desktop version. Will check to see if it's encrypted, but I don't think it is. It isn't. I then tried uploading a PDF version which also didn't work. But I scrolled back through the responses, and I tried the easiest thing: exiting TT 2025 and trying again. This time it worked. I have no idea why, but it worked.
a month ago
Follow these steps to Clear and Start Over on TurboTax Online:
Log into TurboTax
Go into any section of your tax return
On left, go to Tax Tools, and select Tools
Tools Center will ...
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Follow these steps to Clear and Start Over on TurboTax Online:
Log into TurboTax
Go into any section of your tax return
On left, go to Tax Tools, and select Tools
Tools Center will pop up, select Clear and Start Over.
Here's a link that gives more detail on how to start over as well as how to clear and start over on TurboTax Desktop:
How do I clear and start over?
a month ago
If you didn't sell any Employer Stock Purchase Plan (ESPP) stock in 2025, don't enter anything from your 3922. Keep it with your tax or investment paperwork, in case you need to correct the cost bas...
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If you didn't sell any Employer Stock Purchase Plan (ESPP) stock in 2025, don't enter anything from your 3922. Keep it with your tax or investment paperwork, in case you need to correct the cost basis when you later sell the shares.
Once you sell the shares, the brokerage firm that handles your ESPP should send you Form 1099-B, which reports the sale. The 1099-B gets entered into TurboTax and you can use the 3922 form if the cost basis is incorrect. But if you did not sell any shares, you won't get a 1099-B or enter the 3922 into TurboTax.
What do I do with Form 3922?
a month ago
Line 24z is not the correct treatment; instead, for 2025, you'll want to enter the income for a 1099-K received in error on the very top of the form on the line labeled, "For 2025, enter the amount r...
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Line 24z is not the correct treatment; instead, for 2025, you'll want to enter the income for a 1099-K received in error on the very top of the form on the line labeled, "For 2025, enter the amount reported to you on Form(s) 1099-K that was included in error or for personal items sold at a loss....." This is beneath your social security number and above Part 1 Line 1. That way, 1099-K income received in error or at a loss does not flow to the total on Line 10, or to the 1040 to be taxed (and won't need adjusting "out" in Part 2 on Line 24).
In TurboTax, your entries in the Form 1099-K interview screens under Wages & Income will indicate to the software that this line should be used. When you see this question, "This amount in box 1a is too high or includes some personal transactions"
"Enter the amount that shouldn't be included:" Here, enter the amount from your 1099-K that was received in error that you need to have excluded.
a month ago
I was able to prepare a Federal income tax return with taxable Social Security benefits. The Federal income tax return reported the $6,000 Senior Deduction.
The Virginia income tax return back...
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I was able to prepare a Federal income tax return with taxable Social Security benefits. The Federal income tax return reported the $6,000 Senior Deduction.
The Virginia income tax return backed out the taxable Social Security benefits on line 5 of the Virginia form 760.
@mbuntyn
a month ago
Multiple users have posted to this thread, so we cannot tell what "exact same situation" is happening to you. Here is some information on what to do if your child's SSN has been used on another ta...
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Multiple users have posted to this thread, so we cannot tell what "exact same situation" is happening to you. Here is some information on what to do if your child's SSN has been used on another tax return and yours is being rejected.
I SHOULD HAVE SAID I COULD BE CLAIMED AS A DEPENDENT
Did you say you could not be claimed as someone else’s dependent, but it turns out your parent(s) can claim you? Now your parents’ return is being rejected when they e-file, or it will be rejected.
Your part in fixing this will be to wait until the IRS has fully processed your tax return, and then you must amend your own return. You use a form called a 1040X. You will go to MY INFO and go through the interview questions to the one that asks if someone else can claim you as a dependent. Say YES.
Meanwhile, your parent(s) do not need to wait for you to amend.
Waiting will not help them at all. They can either print, sign and date their return in ink, and file it by mail.
OR
GET IP pin in order to e-file if your dependent’s SSN was claimed on another return
https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
If you are the parent whose e-file has been rejected—- follow the steps above to file your own tax return that claims your child.
If it is any comfort, you (and your parents) are among many young tax filers who make this mistake. We will be seeing plenty of posts just like yours. And posts from the parents whose e-files were rejected....
@amberp1640
a month ago
this is exactly to the t my situation except for we have 4 and divorced and i was suppose to claim 2 and he was suppose to claim 2 i need my money like asap like depending on it had some unexpec...
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this is exactly to the t my situation except for we have 4 and divorced and i was suppose to claim 2 and he was suppose to claim 2 i need my money like asap like depending on it had some unexpected emergency expenses and i don’t know what to do about amending ect but i need him to be able to claim the other two without having to wait i am panicking
a month ago
exact same situation and panicked bc we don’t need this to take longer than it already is i can’t do anything but cry
a month ago
Go back to the My Info section or Personal Information and click on Edit or Review next to your name. You will be taken back to the beginning screens, click through until you get back to the birthd...
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Go back to the My Info section or Personal Information and click on Edit or Review next to your name. You will be taken back to the beginning screens, click through until you get back to the birthdate screen and you can change your entry.
a month ago
I eFiled W-2 forms almost two weeks ago, and the status still shows e-file processing. Is there an issue with TurboTax Quick Employer Forms? It's now past the filing deadline. What do I need to do...
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I eFiled W-2 forms almost two weeks ago, and the status still shows e-file processing. Is there an issue with TurboTax Quick Employer Forms? It's now past the filing deadline. What do I need to do?
Topics:
a month ago
For 2025 tax year Moved from NYC/NYS to Seattle WA early in the year (2/15/25) Work for same multi-national company employer with office in NYC/Seattle (transferred from NYC to Seattle office) Eac...
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For 2025 tax year Moved from NYC/NYS to Seattle WA early in the year (2/15/25) Work for same multi-national company employer with office in NYC/Seattle (transferred from NYC to Seattle office) Each office location's employee are resident of that state and payroll process local tax to that state (WA now have payroll long term care tax) Have RSUs granted early 2023 becoming vested throughout 2025 after leaving NYC/NYS A few things to confirm C1 - NYS tax on RSU granted in NYS and vested after leaving NYS use a formula to calculate fraction of NYS work day during the allocation period (grant date to vest date). C2 - NYC taxation on vested RSU is based on residency so no NYC tax for RSU that vests after leaving NYC even if RSU was granted while NYC/NYS resident. C3 - A few week business trip to NYC as WA resident. For NYS taxes, wages during this period is taxable (NY sourced). Business trip days will count as NY work days for NYS taxable % of vested RSU. For NYC taxes, NYC tax is residency based and does not tax this fraction of wage and vesting RSU during the business trip. C4 - Interests, mutual fund/ETF dividends, CGs all taxable when paid out while NYC/NYS resident. Not taxable when not NYC/NYS resident.
a month ago
Where does it show ''in progress''? Your direct deposit information is entered when you get to the last step - the FILE section. As long as you have not filed your tax return yet, you can add your...
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Where does it show ''in progress''? Your direct deposit information is entered when you get to the last step - the FILE section. As long as you have not filed your tax return yet, you can add your direct deposit information. How to Update Direct Deposit Info
a month ago
To use this payment option (Pay with my refund:
Your federal or state (if applicable) refund must be enough to cover your TurboTax fees.
You must have a US address.
You have to e-file.
...
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To use this payment option (Pay with my refund:
Your federal or state (if applicable) refund must be enough to cover your TurboTax fees.
You must have a US address.
You have to e-file.
The name on the bank account needs to match the name on the tax return.
You'll need to direct deposit your refund into a single account.
If you meet the qualifications above, you should try again later this week or next as updates are being done daily.
a month ago
This worked! Thanks much for posting!
a month ago
Thanks for submitting this, I'm in the same boat and looking for resolution - anyone consider using another Tax prep software given this new bug?
a month ago
Go back to the My Info section and edit your dependents. You will step back through all of the dependent questions. Go through them slowly and you will be able to indicate that they are citizens a...
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Go back to the My Info section and edit your dependents. You will step back through all of the dependent questions. Go through them slowly and you will be able to indicate that they are citizens are enter their social security numbers. You can also delete them and re-enter them if you have problems (instructions are linked). If you are trying to delete Form 4547, see below:
How to delete forms in TurboTax Online
How to delete forms in TurboTax Desktop