All Posts

If you are using TurboTax Online, and you confirmed that you logged in using your userid and password and there were actions in the account not taken by you, then your credentials may have been compromised and someone else may be using your account.   Please use the phone number in this article to contact TurboTax support for assistance. Please also see this IRS webpage for additional information and instructions if you believe you have experienced identity theft.  

If the return has already been e-file and accepted by the IRS, you won't be able to make any changes.   In case the return was accepted, you have to make an amended return.    If you are still working on it, or it was rejected by the IRS, you will be able to correct the missing or incomplete information by going to My Info section on the Personal Info Summary page.    Follow the next steps:   Sign in to your Intuit Account. Select Fix my return. Select Fix it now and follow the instructions to update the info you need to. Once you've fixed the error, select File in the left-hand menu and follow the instructions to either file electronically or file by mail. If you still need assistance, contact one of our experts at: TurboTax Phone Number  

So I started over and readded the information for 1099K and 1099NEC under "hobby". It would still create the Schedule C but I did delete it through Tax tools -> Tools.    At this moment, I have   - Form 1099-K Wks (Uber Technologies, Inc): Payment Card and Third Party Network Transactions Wks -Form 1099-NEC Worksheet (Uber Technologies, Inc)   At this point, I assume I am done ? Thank you again !   

Log in to your account and go to your dashboard.  Your return status should show as 'accepted', 'rejected' or 'pending'.  You also should have received an email when the return was accepted or rejected.  You can check your spam folder.

No one on the user forum can see your tax return.  We do not know if your 21025 return is accurate or ready, nor can we predict when you will receive your state refund.    Did you use "Live Assisted" and then get confused and try to contact the user forum instead of your "expert?"    If you are using "Live" contact your expert with your questions. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb     If you used "do it yourself" software---then, sorry, we cannot see your tax return.  You have to check it yourself to make sure you entered everything completely and correctly.   After you e-file, you track the refunds yourself.   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      

No.  Paid family leave is taxable on your Federal tax return as "Unemployment", and exempt from Colorado state taxes.   Enter 1099-G (FAMLI:( Open or continue your return. Under your Federal tab, Click on "Wages & Income" tab. Scroll down to "Unemployment" section. Click on "Unemployment and Paid Family Leave" link, and then Start//Update button to enter your information.

Unfortunately not.  TurboTax does not maintain your personal records.   If you filed your return with TurboTax in 2023, and you're using the same ID and Password, yo can get a copy of you return by: Log into TurboTax On the left side Select Documents Your previous returns may be saved there.  

Here are the steps to delete form 2441 from the return:   Open or continue your return. Search for the form name in the search bar (2441) select the Jump to link in the search results to get to the summary screen. From here, you can select the trash can icon to delete. How do I view and delete forms in TurboTax Online?  

What’s most aggravating is that users kept talking among themselves while TurboTax support offered no resolution. While it might be a good way to vent our frustrations, everyone just wants the issue fixed. This particular thread is now 4 pages long!  I saw in the thread that one user was able to persuade TurboTax to change his/her activation code. Does anybody know how to jump start Customer Service call conversation to get to the proper level of support quicker? Like Level 3 support instead of Level 1, or manager, etc.?

Yes, it's poorly worded.  They are working on that section of the program. It's not clear if that particular question will be fixed. "Box 6: Is the recipient of the distribution the designated beneficiary?" Appears to be the category. and "Recipient is not designated beneficiary" is the actual question. In your case, answer yes.    Q. In TT it states who received the distribution.  I did and sent it to my daughter.  do I select "tax payer" or someone else? A. Taxpayer   Q. Goal of entry is this withdrawal was used for paying student loan, but TT is counting this a income and taxed, as my refund is reduced when entered.  If I delete this 1099Q, it goes up.    Did I  enter something wrong? A. Not entering the 1099-Q is actually an allowable (and recommended) option. See below.  Otherwise try this: After entering the 1099-Q  and following the interview, you will reach a screen "non-dependent Student information summary". Click on the pencil (edit) symbol.  That will give you additional screens, including one to enter the loan info.  There is a $10,000 (lifetime) limit for paying loans with 529 money, tax free.  _____________________________________________________________________________________________ The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

What state are you in?   There is not a rent deduction or credit on your federal return.  If your state has anything for renters you will be prompted to enter your rent info when you complete your state return.  As far as I know, the states that have anything for rent are Arizona, California, Connecticut, Hawaii, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, Rhode Island, Vermont, Washington DC, and Wisconsin.           You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.  

Are you reporting an Office of Personnel Management CSA-1099-R or a CSF 1099-R?  Are you able to reach the screens that show the Simplified method result?   Does your form report $0 in box 2a?  Or something else?   Does your form report code 7 in box 7 or something else?   Please post.  Someone here may be able to assist.   @CYorbaLinda