All Posts

@user17708335723 , I don't know how to test this  "version related"(if) issue since I have only  H&B and windows desktop.  However, since you are able to get to the forms mode,  try deleting the  highlighted ( red) FEIN and see if it passes all tests.  My version  when all done has this box blank and  passes all test up to "-e-file" now level -- at which point I stopped. You may have to delete the whole entry chain and try again.   Please let me know if this works or no-work.  If no-work then I will have to get one of the admins etc. involved  so they can try your version and see if this is duplicable.   pk

I just spent some time looking at 2021, 2022, 2023, 2024, and 2025 TurboTax Deluxe data I submitted as it relates to Tax History Report and Tax History Chart.  Data in 2025 Tax History Report (open TurboTax 2025 > View > Forms > Tax History) almost exactly matches the 2021, 2022, 2023, and 2024 data in the same report for 2024 tax year.  Where it doesn’t match is not realy important and that is for the last row entry **Tax bracket %.  For 2022, 2023, and 2024,  the 2025 data shows 22.0 while 2024 correctly showed it as 12.0%. I checked married filing jointly limits for 12% bracket and the taxable income shown is under the 22% limits for each year.  Looking at 2025 Tools > Tax History, the chart is correct for Total Income and Deductions, and grossly wrong for Refund/Taxes Owed, Taxable Income, Tax, and Effective Rate.  Therefore, I believe in my case that taxes themselves are calculating correctly but Tax History Chart needs to be corrected but should not impact taxes when and if TurboTax fixes the software for the Chart in a future update.   In summary, if you like/need the Tax History Chart data, instead just look at the Chart History Report for now.

Se ingresara en la seccion de  Salarios e ingresos, en la parte de inverciones y ahorros.  seleccione "repasar" en la parte de Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), y alli es donde mete sus ventas de acciones durante al año.  Le comparto unas ligas que explica en mas detalle como puede ingresar sus transacciones:   ¿Cómo ingreso una gran cantidad de transacciones de acciones en TurboTax? Entering stock sales/1099-B in TurboTax

For Tax Years 2025 through 2028, there is an additional 6,000 deduction for seniors.  TurboTax makes this calculation automatically and lists the “Additional Deduction” on the new Schedule 1-A which flows to your 1040 line 13b.   It is NOT added to your Standard Deduction. It is not subtracted from your Adjusted Gross Income  

W2 Box 14, has always been used to report miscellaneous things by employers that in the past did not affect tax returns.  This year with the changes due to One Big Beautiful Bill Act (OBBBA), box 14 is being used to report qualifying tips, and sometimes qualifying overtime.    You should ask your employer if you are not sure what was reported on your W2 to ensure that you enter the information correctly on your return.     In TurboTax, enter the description from your W-2's box 14 on the first field in the row. Enter the dollar amount and select the correct tax category that goes with that description.  If none of the categories apply, scroll to the bottom of the list and choose Other (not classified). Don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.   For more information on the Qualified Overtime Deduction Rules and information on how to enter your W2 see the following TurboTax help articles:   No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025 How do I import or enter my W-2?    

You, or you plus anyone that ever claimed you, can only use the credit four times in a lifetime. The limit of four times is based on the student, not the person claiming the student.    Claiming The Hope Credit or claiming The American Opportunity Tax Credit all count, they are the same credit with two different names.  The credit can only be claimed four times in a lifetime for the same student.   It is not clear what you mean by "I did max it out at one point"   If that means you got "the full amount of the credit" it would still only count as one time. If it means you maxed out the four times that it can be claimed, it can't be claimed ever again. 

Is this for rental property/Schedule E?   Although the forms availability table indicates that Form 4562 is ready to e-file, the final update for depreciation calculations within the software has not been released.   We anticipate the depreciation calculations within the software should be updated after February 13, 2026. Our tech team is working hard to release the updates before that date.    Please be aware that this update will affect depreciation for Schedule E (Rental Properties) only.   Schedule C (Self-Employment) was updated previously and should be working in all versions of TurboTax.

Thank you for all the information! We learned a lot.   I didn’t mention this was originally a tall RV garage. The metal walls and ceiling received spray foam for insulation then the interior was framed up and finished.  The main inspiration for this handicap accessible residence is my 93 year old father-in-law. Presently we are not positive if he’ll agree to live here or not. My wife has some issues and says it may be where we’ll live!  Do those possible uses alter possible deductions? Will the spray foam be a deduction? Playing with thoughts - renting it did come up.   I honestly don’t know if we had thought of all these considerations!   Thank you for educating us!

You can submit a claim if you were assessed penalties or interest for a TurboTax issue, see Accuracy Guarantee   Before you submit your claim, make sure that:   You received an assessment notice regarding a tax return filed with TurboTax that shows the penalties and/or interest you owe. For your initial submission, we just need to see a complete copy of your official government notice or letter; scan it as an image or PDF file so you can upload it. Your contact information is current. You filed an amended return, if we asked you to do so after we announced updates or corrections to TurboTax in time for you to file an amended return. For the 100% Accurate Calculations Guarantee:   You double-checked your entries and you believe you entered them correctly. If you used TurboTax Desktop software, you registered your software, and your program is up-to-date. For the 100% Accurate, Expert Approved Guarantee: You used TurboTax Experts services.