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a month ago
@Frankie60 You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)
a month ago
FULL AGREE. I've been using Turbo Tax since 2008 when I graduated college and got my first W2 job This will be my last year - Intuit 100% knew there was an error on their end surrounding form 569...
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FULL AGREE. I've been using Turbo Tax since 2008 when I graduated college and got my first W2 job This will be my last year - Intuit 100% knew there was an error on their end surrounding form 5695 and like you said; took my money anyway. I don't have the energy to fight them for a refund and will just wait until the 14th... They should pay me for the anxiety they caused when I got text and email alerts saying the IRS rejected my return. Then when you follow their troubleshooting guide, my error code isn't even listed...shame all around.
a month ago
First time doing married filing separately, and we are in CA so we had to do community property adjustments, including for tax withholding. I was prompted by TT that when you do this withholding adju...
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First time doing married filing separately, and we are in CA so we had to do community property adjustments, including for tax withholding. I was prompted by TT that when you do this withholding adjustment, you cannot e-file federal returns. Instead, it looks like I can e-file my federal and state returns, but my wife can only e-file her federal return, but not her state return. I would expect it to be consistent for both of us. What did I do wrong? Thank you!
a month ago
Yes, but you can enter a capital loss carryover in TurboTax Online. You find the option under Investments and Savings, in the Wages and Income Summary section. Look for Capital Loss Carryover.
a month ago
Thank you for replying. I've been gearing up for tax filing this year and wondering if using the online version is worth it, since I have Windows 10 and that's no longer supported. Maybe I'll jus...
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Thank you for replying. I've been gearing up for tax filing this year and wondering if using the online version is worth it, since I have Windows 10 and that's no longer supported. Maybe I'll just look for an alternative product. I feel your pain, so sorry you are in TT hell. :(
a month ago
After the headache of seeing my reduced fed yesterday, magically everything landed in my account today. Relieved about that; However was charged twice for my fees. Waiting for a callback and this bet...
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After the headache of seeing my reduced fed yesterday, magically everything landed in my account today. Relieved about that; However was charged twice for my fees. Waiting for a callback and this better get resolved. I’ve used TurboTax for years, but thinking otherwise next year. The representatives were so inconsistent and left me feeling uneasy. Not to mentioned the first one I talked to yesterday just read verbatim why my fed would be lower, blaming the IRS and reasons why they could have lowered it. I’d rather pay the money to speak to a real professional and not go through the stress TT is putting us through.
a month ago
It depends. There is not a specific age requirement for the Pension Income Deduction. It is based on the type of retirement you are receiving and the rules to be eligible for that plan.
The ma...
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It depends. There is not a specific age requirement for the Pension Income Deduction. It is based on the type of retirement you are receiving and the rules to be eligible for that plan.
The maximum amount of the deduction is $48,216 per individual.
There is an income phase-out for eligibility for the pension exclusion. If your federal adjusted gross income is more than $125,000 and you are single or married filing separately then the deduction begins to phase out. The deduction is NOT available if your federal AGI is over $225,000 if single or MFS. So depending on the amount of your 401k withdrawal, you may or may not qualify for some or all of the exclusion.
a month ago
1 Cheer
Yes, the Federal ID number on your W-2 can be used when TurboTax doesn't like the State ID number. Sometimes it's too large for the entry box; sometimes it's too small.
@monalynn1967
a month ago
If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" m...
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If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
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
a month ago
I was double charged I filed single, I was charged 270.00 I
a month ago
Yes. Costs such as car insurance, cell phone, and snacks/entertainment can be included in the calculation for support. For example, car insurance and entertainment can be considered part of travel an...
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Yes. Costs such as car insurance, cell phone, and snacks/entertainment can be included in the calculation for support. For example, car insurance and entertainment can be considered part of travel and recreation expenses. Cell phone costs or purchases for things in his room may be considered a personal necessity.
See the following to assist in determining support:
IRS Worksheet 2
In order to claim your son as a qualifying child,
The child must be: (a) under age 19 at the end of the year and younger than you (or your spouse, if filing jointly), (b) under age 24 at the end of the year, a full-time student, and younger than you (or your spouse, if filing jointly), or (c) any age if permanently and totally disabled.
The child must have lived with you for more than half of the year - education is considered a temporary absence. So if the child is away at college, they are considered to have lived with you.
The child must not have provided more than half of his or her own support for the year.
Rules for Claiming Dependents on Taxes
@AndrewA87
a month ago
If the refund was sent back to the IRS, the IRS would have issued a paper check and mailed the check to the address on your tax return. Did you use the correct address on your tax return?
LOS...
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If the refund was sent back to the IRS, the IRS would have issued a paper check and mailed the check to the address on your tax return. Did you use the correct address on your tax return?
LOST REFUND CHECK
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0
https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries-0
a month ago
Form 4562 is only ready for Schedule C and F. The Schedule E area is currently being updated.
The software should be updated after 02/11/26, but our tech team is working hard to have those upd...
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Form 4562 is only ready for Schedule C and F. The Schedule E area is currently being updated.
The software should be updated after 02/11/26, but our tech team is working hard to have those updates before that date.
a month ago
I tried following the instructions but was never prompted to answer whether I had any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?" I deleted the 1099-Rs I ha...
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I tried following the instructions but was never prompted to answer whether I had any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?" I deleted the 1099-Rs I had and started over. That part is fine. But it never asks me about nontraditional IRAs except whether or not I’d ever converted from a traditional to a Roth and the answer was no.
a month ago
I was railroaded into using the Expert Assist version which I don't need. The web page designed to deceive. I was about to file my taxes and saw I was being charged twice what I usually pay. I only w...
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I was railroaded into using the Expert Assist version which I don't need. The web page designed to deceive. I was about to file my taxes and saw I was being charged twice what I usually pay. I only wanted the Deluxe without all the extra crap. Please tell me how I can back out of this?
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a month ago
Hi! i have 2 jobs. So, do I put head of household on both W-4s? Then, do I claim my 2 dependents on 1 of the W-4s?
a month ago
First off, thank you for any help. My Mom passed in late 2024 and as Executor I set up 4 trusts (each with its own EIN) for her 4 grandkids (my 2 included). Trusts were set up and funded mid 202...
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First off, thank you for any help. My Mom passed in late 2024 and as Executor I set up 4 trusts (each with its own EIN) for her 4 grandkids (my 2 included). Trusts were set up and funded mid 2025. I put the money ($25K each) in a bank account, but to get better interest I moved $24K in a CD. The interest for all 4 accounts (for those CDs) was exactly the same ~$476. Consequently, I received 4 1099-INTs all with the same ~$476. It seems like I would have normally to file a 1041 except the amount for 2025 is below the $600 threshold. Is this correct? However, I anticipate more than $600 in interest in 2026, so it appears I will have to file a 1041 in 2027 for 2026; is this correct? Finally, I have been using TurboTax Deluxe for about 30 years, but it seems to do taxes I need TurboTax business; s that correct and if so do I buy them separately? Again, thanks for any help.
a month ago
duplicate
a month ago
That is great news! Did you get an acknowledgement back from the state yet?