All Posts

We're currently working on an update to form 5695. A potential calculation error has been identified on the federal return related to the Form 5695, Energy Efficient Home Improvement section, specifically the Enabling Property group.   This return can't be filed at this time due to a processing error. The fix is scheduled for March 6, 2026.

To enter information on your EV charger for Form 8911 in TurboTax Online, go to:   Deductions & Credits>Cars and Other Things You Own>Energy-Efficient Vehicle Charging Station   Follow the prompts to enter information about your EV charger for the credit.   If you do not have your charger certification/permit number, you can enter zero in that field in TurboTax.   Here is a TurboTax article about Form 8911 (Alternative Fuel Vehicle Refueling Property Credit).

We took $198000 out of our TSP account (at age 621/2) and put it into this Lincoln account. The original plan was to have that money supplement our retirement. After a couple of years and noticing that the account had a value of about $225000, it was recommended that we 'close' that account and pay off most of our debt (other than house and 1 vehicle). We did that and were provided a check for $179000 with no tax withheld, payed off everything, and put $50000 into a CD that has matured, so that we had funds to pay our taxes. We knew that we would have to pay and have no issue with that. We just want to know if we are able to account for the loss between the original $198000 (that, since we moved the funds into another qualified account so there were no taxes paid on that amount) and the $179000 that we actually received. Lincoln charged us a penalty of $19000 for closing the account early so they made money from that transaction.

I have this same problem. Since I started working on my return in early January I assumed it was a bug that would be fixed with an eventual update. I check each time there is an update but still not fixed. It is March 5 and I just checked again and still broken.   I was hoping to see some info about if/when it would be fixed. Or if anyone knows if it matters if I file 8283 with "comparative sales" instead of "Average share price".   Thanks for reading.

Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.   https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 it is a good idea to use a mailing service that will track it like UPS or certified mail.  Then you will know the IRS received it.     If you used the wrong AGI, your e-file  be rejected.  When you get the rejection notice, correct it and re-file. https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 @Jusmar

Yes, I would suggest waiting until after March 6th. After that time, run the manual update again. Once the federal "E-file" option appears, send both the Federal and California returns at the same time.   It sometimes takes 24–48 hours for the e-file transmission servers to catch up with the form update in the Desktop software. As a cautionary measure, I would wait the full 48 hours before filing your return.

Thanks for the note and the link.  After looking through the document I think there's a further restriction for Roth IRA contributions that we're running to.  On p40 of the copy I just downloaded, it says for Roth IRAs "your contribution limit generally the lesser of: $7,000 ..., or Your taxable compensation". This tracks with the IRS making us pull back part of my Roth IRA contribution last year.

Are you needing to file your return by mail?  When you print out your return in TurboTax, there will be a sheet of instructions for mailing in your Federal return and also your state return(s) (if applicable).   If you need further assistance, could you provide us with more details about what you are needing to mail in?  The more information we have about your situation will better help us to help you out.

If you want to make changes or add a document 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 new 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 

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

To print Tax payment vouchers 1040-ES estimated tax vouchers in TurboTax Online, navigate to Federal  Other Tax Situations  Other Tax Forms, and  select "Start" next to Form W-4 and estimated taxes.  Follow the prompts,  answering "No" to changing W-4 withholding until you reach the  "Print Vouchers" screen, where you can select "Yes" to print.

TurboTax gets no information from the IRS after you file your tax return. Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.