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This workaround works fine but beware that the change is not saved.  Every time I open my son's tax return in TurboTax I have to reenter the Room & Board on the form.  And yes, I am explicitly saving the return before I exit TurboTax.

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

None of these work-arounds worked. Luckily I had a Debit Card with an  acceptable Expiration Date to complete the transaction.   This has been an issue for 2 years with multiple comments on this website.    Request that Turbotax fix this problem.  Thanks.

I don't know of a fix that'll resolve this in the short term, but there's an alternative.   There's a website under construction that you can go to: Trump Accounts jumpstart You can request updates from this site.   @Cessational   

Here are two FAQs to help: What if I'm having trouble with my filing verification code? and How do I get a verification code if the email address is wrong?   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.

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.