All Posts

Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.

This is a known issue people are hitting with TurboTax 2025 for Mac when trying to transfer a .tax2024 file, especially when you just click the file from Finder or use the “Find your tax return” path and then nothing happens (just a chime or no response). Try these in order (these are workarounds that users and TurboTax agents say work): 1. Use “Open Tax Return” instead of Transfer Quit TurboTax 2025 completely. Re‑open TurboTax 2025. From the menu bar, choose File → Open Tax Return (not New / Transfer). Navigate to your .tax2024 file and open it. The 2025 program should recognize it’s a prior‑year file and prompt to transfer it into a new 2025 return; accept that. Many users report that this path succeeds even when the “Transfer” button or wizard quietly fails. 2. Make sure the file is local, not on network/Cloud Move the .tax2024 file into your Mac’s local Documents → TurboTax folder (or at least somewhere on your internal drive) and try the “Open Tax Return” method again. Avoid opening from a NAS, external drive, or cloud‑synced location for this step; some users have seen transfer silently fail from those locations. 3. Update both 2024 and 2025 TurboTax and re‑save Open TurboTax 2024 on your Mac. Let it install any updates it offers. Open your 2024 return, then immediately Save. Quit TurboTax 2024. Open TurboTax 2025 again and try File → Open Tax Return on the freshly saved .tax2024. This fixed the issue for multiple Mac users whose .tax2024 file would not import or only produced a chime. 4. Check for password/encryption and backups If the 2024 file is password‑protected or encrypted, remove the password in TurboTax 2024, re‑save, and then retry the transfer.​ Look in Documents → TurboTax for a backup file that starts with ~ and ends in .tax2024; try using that file instead if the main one fails.​ 5. Restart TurboTax / Mac and re‑run updates Force‑quit TurboTax 2025 if it seems unresponsive, then reopen it; some users could import right after doing this.​ When it restarts, let it check for and install any program updates, then retry the steps above. If all of that fails, it’s likely a bug or corruption issue on that specific installation, and the next step would be to contact TurboTax support and reference that your .tax2024 file is valid (opens fine in 2024) but 2025 won’t transfer it and only plays a chime when you select it. They can walk through logs or have you reinstall if needed.

Why would TurbTax close the e-filing season for a 2024 amended return as of October 2025 when you're allowed to e-file an amended return for three years as long as you e-filed the original? That doesn't make any sense and is a real disservice to TurboTax customers. Per this TurboTax web page, https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/e-file-1040x-amend-return/L9tXL1Nuh_US_en_US, by TurboTax • 5448 Updated January 14, 2026 9:34 AM, says, "Generally, you can e-file your amended 2025, 2024, or 2023 federal return via TurboTax if your original return was also e-filed in TurboTax. However, there's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return." The help page does not mention at all that TurboTax closed the 2024 amended e-filing season on October 25, 2025. I don't have a unique situation. My original 2024 e-filed federal 1040 tax return was a run of the mill tax return, with no special issues. I should be allowed to e-file it through TurboTax. So, what's going on?    

@clarkariel601  asked:  "Irs refund expected February 14th but I opted in for 5 days early. When will I get it?   The offer is actually called "Up to 5 Days Early", which means 1-5 days early.   It first depends on where you got that date of February 14.   If that's what TurboTax showed soon after you efiled, that is an estimate based on a 21-day average.   No one here in the user community will know anything specific about your refund date.   Is February 14 what is displayed at the IRS "Where's My Refund" tool?    https://www.irs.gov/wheres-my-refund   Once the IRS is ready to send your refund, if you don't get it at least 1 day earlier than you would have otherwise received it (the settlement date),  and if you were charged for that special offer, then it is not supposed to be charged.   You will see that stated in the FAQ below.   See this FAQ for more info and an example of timing, as well as additional questions about that offer explained there:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-e...

Your response seems reasonable, but the publication you site is about Form 8606 for non-deductible IRAs even if you respond in TurboTax that you don't have any non-deductible IRAs. Hence, my confusion. Seems like you will respond with redundant information that is likely to be wrong when compared to other IRS forms. 

Don't know what state you are inquiring about, but consider a state like Illinois that gives a credit for the amounts paid in 2025 for the 2024 real estate taxes paid on your Illinois primary residence.  Example: Illinois Income taxes before this credit - assume $600. Paid in $800 through withholding. At this point, your refund is $200. You paid $1000 of these real estate taxes. The credit is 5%  or $50. Your refund now increases to $250.    If you let us know the state, we may be able to provide further guidance.  TurboTax may require certain entries, while a different app may require different entries

Do you mind me asking how old your child is?  I'm having the same issue and can't figure out what the issue is. My son is 17 so he doesn't qualify for a child credit but should qualify for the other dependents credit.  I'm not even getting the option to check or uncheck if they're a student. 

For S-Corporation - Form 1120-S  Exempt-Interest Dividends (Box 12 of Form 1099-DIV) are reported as Tax-exempt interest income) on line 16a of Schedule K.  They would be entered in the Interest and Dividend Income section under Investment Income.  They are entered on the screen with the heading Tax-Exempt Interest.   This can also be entered directly on Schedule K in Forms mode.    Private Activity Bond Interest (Box 13 of Form 1099-DIV)  is reported as an AMT adjustment on line 17d of Schedule K.  This has to be entered in Forms mode.    A Partnership return - Form 1065 would have similar entries with line numbers.  

Thank you.  My only concern is the following from the 4797 instructions: “ Disposition of Depreciable Property Not Used in Trade or Business Generally, gain from the sale or exchange of depreciable property not used in a trade or business but held for investment or for use in a not-for-profit activity is capital gain. Generally, the gain is reported on Form 8949 and Schedule D. However, part of the gain on the sale or exchange of the depreciable property may have to be recaptured as ordinary income on Form 4797. Use Part III of Form 4797 to figure the amount of ordinary income recapture. The recapture amount is included on line 31 (and line 13) of Form 4797. See the instructions for Part III. If the total gain for the depreciable property is more than the recapture amount, the excess is reported on Form 8949. On Form 8949, enter “From Form 4797” in column (a) of Part I (if the transaction is short term) or Part II (if the transaction is long term), and skip columns (b) and (c). In column (d), enter the excess of the total gain over the recapture amount. Leave columns (e) through (g) blank and complete column (h). If you invested this gain into a QOF and intend to elect the temporary deferral of the gain, see the Instructions for Form 8949; Form 8997, Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments, and its instructions; and the instructions for the applicable Schedule D.”   This seems to state you use 8949 but uses a part of 4797 for the depletion recapture. It does not appear that TurboTax can handle doing it as described above.  But still trying.