All Posts

Data from last year's return should carry over to this year's return.  Were you using "It's Deductible" last year?  That product was discontinued this year so that in order to get data from there you will have to go to the "It's Deductible" platform and log in there  - it will not carry over automatically.

Read through the following Intuit Tax Tip article:   https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4   I am sorry for your loss. If you have any further questions, please post them here.

Is this correct? Page 27 of Publication 590-B says:   Additional qualified education expenses in connection with elementary and secondary tuition. Qualified higher education expenses include the following expenses in connection with the enrollment or attendance at an elementary or secondary public, private, or religious school: • Tuition. • Curriculum and curricular materials. • Books or other instructional materials.

The qualified overtime deduction is for overtime pay that is required by the Fairs Labor Standards Act of 1939.   Are you an employee exempt from the FLSA?  At the screen Were you an exempt employee?, did you select I was not an exempt employee to qualify for the deduction?   Your employer can tell you whether you are an exempt employee.     You may also click on the hyperlink What's an exempt employee for direction.  Exemptions from the minimum wage or overtime standards of the FSLA may also be found here.        

The filing of a deceased taxpayer's final return usually falls to the executor or administrator of the estate.    The final return is filed on the same form that would have been used if the taxpayer were still alive, but "deceased" is written after the taxpayer's name. The deadline to file a final return is the tax filing deadline of the year following the taxpayer's death.   Only income earned between the beginning of the year and the date of death should be reported on the decedents’ final return. Earnings after the date of death are taxable to the beneficiary of the account or to the estate.   When filing the final tax return for the deceased, TurboTax Online will ask whether the return is being filed for someone who has passed away in the My Info section. TurboTax will then report "Deceased" on the return. On the page titled Let's check for some other situations, put a check mark next to I am preparing this return for [Name], who has passed away, and enter the date of death.    For more information, please read this TurboTax article.   I am sorry for your loss.

Possibly, you will have to correct the return, but you must wait until the IRS has completely processed it.   You may get a tax notice requesting clarification.   You an then correspond with the IRS to resolve the Mis=Posting. Your return may be rejected. In this case you would go back into the return and make the correction. No amended return is required. The IRS may accept your return. In this case you will have to amend it, If you have to make changes to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download   

There are a couple ways to do this.    Sign in to the Intuit Account Manager. Select Data privacy from the left-side menu. Look for "Data used for Intuit products" or "Personalized experiences." If your consent is listed there, you can toggle it off.   Or you do this by contacting Intuit’s privacy team. Send them an email saying: "I am revoking my consent for Intuit to use or disclose my tax return information for any purpose other than the preparation and filing of my 2025 tax return." You can send this to: privacy@intuit.com

To enter, change or delete Mortgage Interest - Click on Federal Taxes (Personal using Home & Business) Click on Deductions & Credits Click on I'll choose what I work on (if shown) Under Your Home On Mortgage Interest, Points, Refinancing, and Insurance, click on the start button

You can try next steps:   Sign in to your TurboTax account. Open or continue your return. Select “Start or Continue”. From the menu, click “Tax Tools”. Go to the “Print Center” option. Then, you will see your entire return: “Print, save  or preview this year's return” section. Click on the “View or Print Forms” box to open in PDF. You can open the link below and see the video for more detailed instructions:   How do I preview my return before filing  

I have run the step-by-step several times and haven't seen a place where it asks whether loan amount was paid using 529 funds. There is a generic question - Was any of the loan paid using 529 funds, but no question that asks the specific amount