turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

There are a few problems here. We moved during the year and our pension service issued me and spouse two 1099-Rs, one for each state. Software does not easily allow addtion of more than two 1099-Rs. ... See more...
There are a few problems here. We moved during the year and our pension service issued me and spouse two 1099-Rs, one for each state. Software does not easily allow addtion of more than two 1099-Rs.   Greater problem is what happens if zero is entered in box 2a, and the box is checked for "Taxable amount not determined is checked." When box 2a is left blank, the 2b is checked, federal refund is much lower than if xero is entered in box 2a and 2b is checked.   I have four 1099-Rs and have entered them all. If I enter a zero in 2a and check 2b for all of them my federal refund is 8799. If if blank out 2a in all four and keep 2b checked, the refund goes down to 5731. THAT IS A HUGE DIFFERENCE!!!   But wait, there's more. On California, only the first 1099-R seems to be carried over.
The import from Wells Fargo Advisors to turbotax premier (on my computer) is not working correctly.  The import says it has got the forms and to return to turbotax, however the information is not upl... See more...
The import from Wells Fargo Advisors to turbotax premier (on my computer) is not working correctly.  The import says it has got the forms and to return to turbotax, however the information is not uploaded to turbotax.  Browser = MS Edge
If you deleted the .tax file you can check their trash to see if you emptied it yet or not.  If you did not you can restore it from your trash or recycle bin.     If not, you will need to recreat... See more...
If you deleted the .tax file you can check their trash to see if you emptied it yet or not.  If you did not you can restore it from your trash or recycle bin.     If not, you will need to recreate your return using a pdf that you should have printed.   If your federal return was accepted and you are trying to submit your state from a different tax file, you will need to print and mail your return.  The state needs to have a federal attached to it that has been electronically submitted in order to e-file the state. You will not be able to submit the state electronically with a recreated file. 
To help resolve this matter, you can find more details on how to get back with an expert by clicking the link below:   TurboTax / Contact with an expert  
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if ag... See more...
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
Yes, if it was paid to her prior to her death it would be reported on her estate return. If it was paid to a decedent after her death via probate or her will, they would report it on their return as ... See more...
Yes, if it was paid to her prior to her death it would be reported on her estate return. If it was paid to a decedent after her death via probate or her will, they would report it on their return as miscellaneous income like MaryK4 indicated. So it depends on when the income was received and who it was paid to.
Does Turbo Tax offer the enhanced deduction for seniors?
You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and ha... See more...
You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.      
Assuming your father reached beginning age for RMDs,   Step 0.  Get IRA retitled with your name as beneficiary.   Step 1.  determine the RMD your father owed from his record or the custodian. If ... See more...
Assuming your father reached beginning age for RMDs,   Step 0.  Get IRA retitled with your name as beneficiary.   Step 1.  determine the RMD your father owed from his record or the custodian. If more than $500, the balance must be taken before current Tax Day by one or more siblings. Step 2. each sibling must calculate continuing RMDs based their age. The first RMD is required by Dec 2026. @user17708699379 
TurboTax Desktop for prior years does not support E-file for amendments. You will need to print and mail your amended return per the instructions included when you print your return.
That’s great!! Mine are still blank w the same as of date of 2/23 my transcripts don’t update until Fridays!
Did you already e-file?   If your refund goes to a wrong or frozen bank account, the bank will send the refund back to the IRS.   If you have not yet e-filed, sort out your banking problem first with... See more...
Did you already e-file?   If your refund goes to a wrong or frozen bank account, the bank will send the refund back to the IRS.   If you have not yet e-filed, sort out your banking problem first with the bank.   If you already e-filed, watch your mail for a notice regarding your refund.   You will receive a letter from the IRS and will have to take action in order to get the IRS to mail you a check.  Make sure you used the correct mailing address on your tax return.  Open all mail even if it looks like junk mail.
Good news. As of the update that installed this morning, the software seems to be correctly determining eligibility without changing the placed in-service date to match the purchase date. I think I s... See more...
Good news. As of the update that installed this morning, the software seems to be correctly determining eligibility without changing the placed in-service date to match the purchase date. I think I still got a message that I didn't qualify for the credit at the end of the step by step, but my federal taxes weren't increased by $7500 to pay back the credit transferred to the dealer.
Good news. As of the update that installed this morning, the software seems to be correctly determining eligibility without changing the placed in-service date to match the purchase date. I think I s... See more...
Good news. As of the update that installed this morning, the software seems to be correctly determining eligibility without changing the placed in-service date to match the purchase date. I think I still got a message that I didn't qualify for the credit at the end of the step by step, but my federal taxes weren't increased by $7500 to pay back the credit transferred to the dealer.
Information flows from the federal return to the state return.   Although you will use standard deduction for your federal return, go ahead and enter the itemized deductions into the federal return s... See more...
Information flows from the federal return to the state return.   Although you will use standard deduction for your federal return, go ahead and enter the itemized deductions into the federal return so that they will flow to the NY return.
The online software was updated and the bug was fixed. I can’t speak for the desktop version.
Can you provide more information the difficulty you are having submitting your New Jersey state tax return?  Is TurboTax giving you any messages or information as to why your New Jersey return is not... See more...
Can you provide more information the difficulty you are having submitting your New Jersey state tax return?  Is TurboTax giving you any messages or information as to why your New Jersey return is not being submitted?  Have you run the Smart Check in TurboTax on your New Jersey return to see if there are any errors in your return that need to be cleared before it can be submitted?
Screensharing with TurboTax agents and Experts is totally confidential. While your information is visible via the screenshare, no visual record or personally identifiable information is retained afte... See more...
Screensharing with TurboTax agents and Experts is totally confidential. While your information is visible via the screenshare, no visual record or personally identifiable information is retained after the session is over.   If you have any other concerns, please call 1-800-4-INTUIT (1-800-446-8848) and ask to speak to someone about identity protection.
I never received a new pop up?
@user17708816567 I agree with @mesquitebean.    If your refund came directly to your bank from the IRS it will show on your bank account as having come from the U.S. Treasury or the IRS.    If the IR... See more...
@user17708816567 I agree with @mesquitebean.    If your refund came directly to your bank from the IRS it will show on your bank account as having come from the U.S. Treasury or the IRS.    If the IRS shows that they sent the amount shown on line 35a of your Form 1040, but the IRS sent less, then your issue is with the IRS.   If the refund went through some third party---like Green Dot Bank, or some other bank.....then your issue is with the third party bank.   Compare the amount shown on line 35a of your Form 1040 with the amount the IRS refund site says they issued to you.