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March 11, 2026
1:18 AM
Topics:
March 11, 2026
1:10 AM
If you got a letter from the state, what does it say? We have no access to it.
March 11, 2026
1:09 AM
It's automatically computed if you qualify. Schedule 1-A, Part V. It carries to Form 1040 line 13b.
March 11, 2026
1:08 AM
@ tommcpherson asked: " How do I close until tomorrow? finish filing tomorrow?" Online TurboTax saves your work after each screen. You can come and go. To exit you can go to the left menu col...
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@ tommcpherson asked: " How do I close until tomorrow? finish filing tomorrow?" Online TurboTax saves your work after each screen. You can come and go. To exit you can go to the left menu column and scroll way down and click on Sign Out. Even if you were to close your browser, it should still save what you had been working on. But the best way is to use the Sign Out tab way down in the left menu column.
March 11, 2026
1:06 AM
have absolutely no idea what you are talking about. so if you have a tax question, please clarify
March 11, 2026
1:06 AM
@antjerome48 wrote: " I have filled in all my forms and I am at the end of the filing but the form is for 2023 but it’s all on the year 2025" Please clarify. Online TurboTax is currently only...
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@antjerome48 wrote: " I have filled in all my forms and I am at the end of the filing but the form is for 2023 but it’s all on the year 2025" Please clarify. Online TurboTax is currently only for tax year 2025. Did you mistakenly try to prepare a 2023 return using 2025 TurboTax??? If so, you should stop immediately. Do not continue to file it, or you'll have a big mess to straighten out. If that's what happened, we can tell you more on how to delete your entries and how to properly prepare a 2023 return which would have to use the 2023 desktop software.
March 11, 2026
1:00 AM
First, if you efiled, be sure your efiled return was accepted. If using Online TurboTax, you can check at the Tax Home page. If that showed your return was accepted, you can track your Federal ...
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First, if you efiled, be sure your efiled return was accepted. If using Online TurboTax, you can check at the Tax Home page. If that showed your return was accepted, you can track your Federal refund at the IRS "Where's My Refund" tool. Is there any message there? https://www.irs.gov/refunds NOTE: If you filed a paper return by mail, it can take up to 4 weeks just to show up in that tool. Also, if you chose to file by mail, TurboTax does not mail it for you. You have to print, sign, date and mail the return. The FAQ below tells how to check on a state refund, if applicable. When you scroll down further there, you will see a link for your state. Again, if you efiled, make sure the state return was accepted at the Tax Home page. FAQ: How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
March 11, 2026
12:57 AM
Topics:
March 11, 2026
12:55 AM
@whispering1255 asked: "can I deteremine agi by doing 2024 1040 manually" More information is needed about your situation. First of all, what is the context for your question? Determine AGI f...
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@whispering1255 asked: "can I deteremine agi by doing 2024 1040 manually" More information is needed about your situation. First of all, what is the context for your question? Determine AGI for what purpose? Are you asking so you can get the 2024 AGI figure to verify the efiling of your 2025 return? Did you file a 2024 return and now can't find it? If you did not file a 2024 return, then your 2024 AGI for verifying this year's efiling is 0 (zero.) If you filed a 2024 return last year, do you need help finding it? If so, we may be able to help you find it. Was it prepared in Online TurboTax? Also see this: FAQ: How do I find last year's AGI? https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/find-last-year-agi/L0SiDtTNI_US_en_US
March 11, 2026
12:54 AM
Sorry, incorrect on two counts. First, there was No lump sum paid or calculated for 2024. It’s a new thing for 2025 for 3 million beneficiaries for the first time.All I have is AGI and taxes paid fo...
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Sorry, incorrect on two counts. First, there was No lump sum paid or calculated for 2024. It’s a new thing for 2025 for 3 million beneficiaries for the first time.All I have is AGI and taxes paid for 2024. the SSA lump sum came in to being for the first time in 2025 for the previous year. For us, the lump sum was over 11k pushing us up to an AGI of 172k + (above the 150k threshold which also affected enhanced senior deductions for both of us). again, there was no lump sum for 2024, just 2025, and what my TTCPA put in line 6a was total 2025 SSA benefits paid in 2025. That included the 11k lump sum. So it was NOT a combined sum from two different years, only one. He seemed a bit hazy on all this which surprised me, he being the expert…..I even had to point out where to find the lump sum payment on the submitted 1099-SSA which is really hard to miss with the asterisk in the bottom left-hand corner. am finding it really difficult to explain all this and have repeated it to more than one CPA, most of whom shrug and say you need to speak with the guy who did yoyr return. I wish but the chat function has been disabled ever since I paid and the return was filed. Kinda leaves me hanging not to know how things were calculated, not seeing any worksheets (apparently you don’t actually use those, you just plug the numbers in the software and see what comes out). Is that software updated with ALL the new changes? I don’t know that either, I’m only the customer….
March 11, 2026
12:50 AM
finish filing tomorrow?
Topics:
March 11, 2026
12:43 AM
I am not sure what I am upgraded to, as I was told I have the plan the allow me to speak with someone on how the turbotax product works. The response did not address my question.
March 11, 2026
12:41 AM
Duplicate. Please see your other thread here: https://ttlc.intuit.com/community/after-you-file/discussion/will-i-be-getting-my-federal-return-soon/01/3829555#M821698
March 11, 2026
12:35 AM
No one here in the user community can know anything about "when", but we can tell you how to investigate. First, if you efiled, be sure your efiled return was accepted. If using Online TurboTax...
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No one here in the user community can know anything about "when", but we can tell you how to investigate. First, if you efiled, be sure your efiled return was accepted. If using Online TurboTax, you can check at the Tax Home page. If the Tax Home page showed your return was accepted, you can track your Federal refund at the IRS "Where's My Refund" tool. What message do you see there? https://www.irs.gov/refunds
March 11, 2026
12:32 AM
Confirm appointment
Topics:
March 11, 2026
12:32 AM
Not even when an AARP article where Lisa G-L, a CPA. and tax expert with TT says and I quote: if your income was more in 2025 (than in 2024), it would definitely benefit you to make that election. An...
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Not even when an AARP article where Lisa G-L, a CPA. and tax expert with TT says and I quote: if your income was more in 2025 (than in 2024), it would definitely benefit you to make that election. And I instructed my CPA to look into that and get back to me if it would be beneficial for us to do this. As soon as I paid and tax return was submitted and accepted, they (TT) disabled the chat feature, so I’ve not been able to get a straight answer in exactly how the calculation was made. the article went on to say beneficiaries who received reduced SSA payments in 2024 due to the WEP-GPO recouped that money in 2025 via a lump sum payment from SSA and is clearly shown on the 2025 SSA-1099. I had to prompt my CPA tax expert to find that and tell him what the WEP-GPO was all about. Who is the expert here? further the article goes on, because rpthese payments count as 2025 income, they could push some beneficiaries in to a higher tax bracket or increase the amount of their taxable SS income for the year. this is exactly what happened to us and gave us a whopping total income of 172,677 - 33,017 more than for 2024. That year, there was no lump sum for SSA beneficiaries, it all started in 2025, affecting some 3 million beneficiaries, all in the same boat as us. and yes, our income in 2025 was MORE than in 2024, so it would behove us to look at the lump sum election to LOWER our tax liability. I asked my TT CPA to look in to that but because the way TT Full Service is set up once you file, the chat feature is permanently disabled and you have to rely on random phone tags! Three times in the past 2 weeks he’s tried to get a hold of me, left a VM only once. While I have spoken to three other TT CPAs, none of whom could fully address my questions on this or another question and it’s almost impossible to communicate now. i can’t even ask simple, non-complicated questions as a first-time user. tell me this, what is the purpose of the lump sum method over the standard 85% for MFJ if not to possibly reduce yoyr tax liability? And if you’re going to do the 85% anyway, why also check box box 6c? Two fundamental questions no one has been able to supply an adequate answer yet. i would not be having so many issues if communication were set up differently and chat option not disabled after you paid and return sent. BTW, yes, I know it’s in the Ts& Cs, but again, instead of pressuring me to file before Feb 28 and lock in the price, he could have also told me that tidbit of info and prevented some grief here. Seriously thinking of going back to face-face tax preparers. At least they would answer all your questions before, during and after filing, not cut you off and leave you hanging…….
March 11, 2026
12:25 AM
At the end of this answer you will see how to look for other accounts if you can't find your 2024 return with the steps presented first. This answer assumes your previous returns were prepared in...
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At the end of this answer you will see how to look for other accounts if you can't find your 2024 return with the steps presented first. This answer assumes your previous returns were prepared in Online TurboTax. Any return prepared in desktop TurboTax will not be in an Online account. Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary. Many people end up with more than 1 account. The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return. I provide both scenarios below, so choose which one is appropriate for your situation. If you have not yet started a 2025 online return: Sign in to your account. What you see next depends on whether or not you have already started a 2025 return in that account. If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account. If you haven't yet started a return, it will start asking you some questions. Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column. Do not click the Documents tab. Instead, click on Tax Home. Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents". Expand that section and choose the past year you want. If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one. I'll tell you below how to troubleshoot. If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home. If not, click the Tax Home tab in the left column menu. Do not use the Documents tab. At the Tax Home scroll down and expand "Your Tax Returns & Documents." If the past returns are not there, see the steps below. If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes. A User ID may be an email address, but it doesn't have to be. It might be only part of an email address, or it can be anything at all. To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below. When using the Account Recovery tool, try using your phone number first if you can still access it. After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop. Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below. You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access, here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.
March 11, 2026
12:23 AM
I don't expect it to be free but a discount maybe since every year I'm charged
Topics:
March 11, 2026
12:19 AM
This answer assumes your previous returns were prepared in Online TurboTax. Any return prepared in desktop TurboTax will not be in an Online account. Here's how one would normally find past-year o...
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This answer assumes your previous returns were prepared in Online TurboTax. Any return prepared in desktop TurboTax will not be in an Online account. Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary. Many people end up with more than 1 account. The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return. I provide both scenarios below, so choose which one is appropriate for your situation. If you have not yet started a 2025 online return: Sign in to your account. What you see next depends on whether or not you have already started a 2025 return in that account. If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account. If you haven't yet started a return, it will start asking you some questions. Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column. Do not click the Documents tab. Instead, click on Tax Home. Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents". Expand that section and choose the past year you want. If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one. I'll tell you below how to troubleshoot. If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home. If not, click the Tax Home tab in the left column menu. Do not use the Documents tab. At the Tax Home scroll down and expand "Your Tax Returns & Documents." If the past returns are not there, see the steps below. If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes. A User ID may be an email address, but it doesn't have to be. It might be only part of an email address, or it can be anything at all. To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below. When using the Account Recovery tool, try using your phone number first if you can still access it. After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop. Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below. You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access, here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.