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You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

@mhdecastro Did you read the reply that was already given to you regarding having the same expert?   No one in the user forum knows who the "Live" experts are or if they are working with TT this year.   You can call customer support to ask if that expert is available.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Do you not see the option?  When you get to the screen that says, "Get your federal refund faster" and it gives the option of Fast deposit to Credit Karma or a bank account, select "No thanks". The next screen is "How would you like to receive your federal refund?" If you are eligible for the Refund Advance, you will see this as an option.   The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

When the issue persists, the information will need to be entered manually.   On the other hand, you can see the links below for more detailed information:   When will I be able to import my 1099? How do I import my 1099s? Otherwise, contact one of our tax representatives at:  Turbo Tax Customer Service   

"What I don't understand is why the insurance company is still coding these annual withdrawals as 1D."   That's a question for the annuity company.  It doesn't make any sense that they would continue to use code 1 since the SEPP plan effectively terminated when you reached age 59½ after having already completed 5 years under the plan.  They should know that.  Code 1 can be used to indicate a modification of the SEPP plan even when over age 59½, but since you had met requirements for being able to terminate the SEPP plan without penalty, they should know that your additional distribution in 2025 implied termination of the SEPP plan.   With the code-1D Form 1099-R, you can claim a code 12 exception on Form 5329 line 2, "Distributions incorrectly indicated as early distributions by code 1, J, or S in box 7 of Form 1099-R."

Great - thank you! One follow-up question: my spouse's name is listed first and mine is listed second on Form 1098. His social security number is on Form 1098, but mine is not. Do I need to do anything to avoid an audit on my return since my social security number is not on Form 1098? For example, TurboTax has a box for, "Someone co-owns this loan, and I only pay a portion of it" - should I be checking that?

It's Monday morning, Feb. 17 and there is still no interview question in the program that asks if there are any room and board expenses that can be entered for educational expenses. Can you please give us an update about this issue this morning? Thanks.

The 1099-Q isn't "broke" - you should not modify a 1099 of any kind.  The 1099-Q should reflect the distributions paid to you (or the beneficiary) for the calendar year.  If it's incorrect, contact the 529 custodian and ask for a corrected 1099.  There is no box on the 1099-Q to enter qualified expenses - the custodian only enters the total of distributions from that account during the year, and how much was prorated to original contributions vs earnings.   If you have the desktop version of TT, you can go to Forms and edit the student's People worksheet to enter each category of qualified (for 529) educational expenses.  Those will then be transferred to the Student Info worksheet where the taxable amount of the distributions (if any) is calculated.  Sounds like Online users are still stuck - though TT certainly has been made aware of this problem.

The same Form 4562 also applies to rental depreciation on a business filling. The issue with the schedule is is the 4562 because everything else on the schedule E was ready for people to file on the personal side.

If you are having issues efiling your amended return try the following:   Turn off any pop-up blockers. Try using a different web browser. For example, if you're using Chrome, try using Firefox or Safari instead. Delete your browser cookies. TurboTax will let you know if your tax return can't be e-filed for some reason.   If you still need additional assistance you can here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products How do I get TurboTax Live?    

You may need to check the actual forms to be sure you have no hidden errors on your Arizona return.   Open your TurboTax Business return and click the Forms icon in the TurboTax header. In the list of Forms in My Return on the left, note any forms have a red exclamation point next to the name.   If so, click on the form name to open it in the large window. If a field appears in pink, there is an error on that form. Click the Errors icon above the forms list to open a message box below the form. The error message will give you more information about the issue that needs to be resolved.   Once you correct the errors, use the Step-by-Step link in the header to go back to the main screens. Run Smart Check again, then see if you can e-file the Arizona return.   If you still can't e-file, we recommend that you contact support here: What is the TurboTax phone number? Ask for a TurboTax Business specialist. Or you can upgrade to TurboTax Expert Assist Business for individual help.

No one in the user forum can see your account or the fees you are being charged for.  We do not know if you upgraded to Premium for some reason, added extra features, etc. etc.     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund  

It could be because of several reasons.    You haven't "Linked" the Income to the Credit Entering the foreign tax in the 1099-DIV section is just the first step. TurboTax will ask you to finish the Foreign Tax Credit interview to confirm you qualify.   Go to Deductions & Credits > Estimates and Other Taxes Paid > Foreign Taxes. When asked, select Take a Credit (not the Deduction). You must follow the prompts until you reach a screen that asks you to select the "Country." Even for mutual funds, you usually select "Various" or "RIC" (Regulated Investment Company). If you don't complete this separate section, the amount you entered on your 1099 will sit in "limbo" and won't flow to your Form 1040.   Your Tax Liability is Zero (or too low) The Foreign Tax Credit is a non-refundable credit. This means it can only reduce the tax you owe to $0; it cannot give you "extra" money back.  Look at Form 1040, Line 18. If that number is $0 (perhaps because your standard deduction and other credits already wiped out your tax), the Foreign Tax Credit will be $0. TurboTax will automatically turn that "unused" credit into a carryover for next year. You haven't lost the money; you just can't use it this year. The "Passive Income" Category  For foreign investments, the IRS requires you to categorize the income. In the Foreign Tax interview, ensure you select "Passive Income" for dividends and interest. If you accidentally select "General Category" or "Section 951A," and you don't have matching foreign wages or specific business income, the credit will be calculated as $0 because the "categories" don't match  

Did you happen to use desktop software in previous years but used Online TurboTax this year?   Online Deluxe cannot handle Schedule C with expenses, Schedule D, Schedule E, or Schedule F, or enter a K-1.  Any of those items in Online TurboTax will need upgrade to Premium.   In desktop software all editions including Deluxe can handle those items.

To claim the solar credit, please follow these steps: In TurboTax Online, open your return Click on Federal in the left-hand column, then on Deductions & Credits Navigate to the list of Deductions and credits Locate the section Your Home and click on the arrow on the right Click Start next to Home Energy Credits Follow the interview until you arrive at the page titled Enter Residential Clean Energy improvements Enter your solar costs in the box for Solar electric costs (see attached screenshot).    

No one in the user forum knows the answer to those questions.  We have no access to your account or to your tax return.  Were you using "Live Assist" with help from an expert?   If so, you need to check in with your expert.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

IRS said that not the address on file   It is not clear what your question is.   In TurboTax Online, your mailing address may be updated and corrected under My Info down the left side of the screen.   To update or correct your mailing address within your Intuit account, select Tax Home in the upper left hand corner of the screen.  Click the down arrow to the right of My account.  Update the address under Profile.   If this does not answer your question, please post again.