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No one can call you from the user forum.   If you want live help to finish preparing your tax return you can post some very clear and specific questions here in the forum or you can upgrade and use "... See more...
No one can call you from the user forum.   If you want live help to finish preparing your tax return you can post some very clear and specific questions here in the forum or you can upgrade and use "Live" assisted help from an expert.   LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm  
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule... See more...
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules
I just installed TurboTax Home & Business, found and imported my file from last year and tried to do a File; Save As. The save as dialog box only shows drive C:.  I keep my files on a network drive ... See more...
I just installed TurboTax Home & Business, found and imported my file from last year and tried to do a File; Save As. The save as dialog box only shows drive C:.  I keep my files on a network drive (F:).  The drive shows in Windows File Explorer but not in TurboTax. How di I fix this
You have to keep the email window open and keep the TT window open  at the same time.  If you keep closing the email that it is why it is not working.
You can enter your foreign pension in TurboTax by creating a substitute 1099-R (Form 4852).   You would enter the pension amount in Box 1 and Box 2a.  section. Enter the foreign pension amount in Box... See more...
You can enter your foreign pension in TurboTax by creating a substitute 1099-R (Form 4852).   You would enter the pension amount in Box 1 and Box 2a.  section. Enter the foreign pension amount in Box 1 and Box 2a, in Box 7 use Code 7 for normal distribution, use 99-0999999 for the EIN.    Open your return Go to Wages & Income Select IRA, 401(k), Pension Plan Withdrawals (1099-R) Choose to add a 1099-R Select "I'll type it in myself" Check the box "I need to prepare a substitute 1099-R" Enter your information as instructed above @Kosetife   
If you filed the 2025 tax return and it has been accepted by the IRS, then you can only amend the tax return to add new information.   The Form 1040-X for amending a 2025 federal tax return is es... See more...
If you filed the 2025 tax return and it has been accepted by the IRS, then you can only amend the tax return to add new information.   The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...
If the percentage of time that the home office is used for your business is not captured, then the end result could be that the office is disallowed.   Go back through your Schedule C home office... See more...
If the percentage of time that the home office is used for your business is not captured, then the end result could be that the office is disallowed.   Go back through your Schedule C home office section to be sure that question was not missed.  Then, if the problem persists, you can use the following steps since you are using a desktop version of TurboTax:   Click Forms in the upper right corner. Look for Form 8829 on the left side of the screen under Schedule C and highlight this form.   Scroll down the page to the section titled Line 8 Calculation Smart Worksheet.  It will have a box around it. Type 100 in the box on line B.  If you did not use your home office 100% of the time for your business, but you also performed work in other locations, then enter the appropriate percentage of time for your situation. This will then calculate the home office deduction. @hhttt 
UCRP (University of California Retirement Plan) represents your contributions to the UC pension system.   Enter UCRP, the amount, and then you can use "Other" as the category explanation.   T... See more...
UCRP (University of California Retirement Plan) represents your contributions to the UC pension system.   Enter UCRP, the amount, and then you can use "Other" as the category explanation.   Typically, these are pre-tax contributions, and thus, excluded from your Federal wages (box 1),.
You cannot amend 2025 yet.    The Form 1040X is not yet available.   What is the simple mistake you need to fix?
If the return has already been e—filed and accepted by the IRS, you won't be able to make any changes.   If the return hasn't been filed yet, or if it was rejected by the IRS, you can correct the... See more...
If the return has already been e—filed and accepted by the IRS, you won't be able to make any changes.   If the return hasn't been filed yet, or if it was rejected by the IRS, you can correct the missing or incomplete information by going to My Info section on the Personal Info Summary page. After following 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. Click File in the left-hand menu and follow the instructions to either file electronically or file by mail.   If you still need help with one of our tax experts, contact us at:  Turbo Tax Customer Service   
The income and expense for gambling should be entered without the 1099-MISC. Keep that in your tax file. If you already entered it you can delete it by using the correct link below. If you're us... See more...
The income and expense for gambling should be entered without the 1099-MISC. Keep that in your tax file. If you already entered it you can delete it by using the correct link below. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. Yes, every dollar you win is a taxable event for your federal tax return and possibly your state return. IRS Topic 419 Gambling Income and Losses Can I deduct my gambling losses? Enter the gambling winnings and losses using the steps below. Sign into your TurboTax Online/Mobile or TurboTax Desktop account Select  Wages and Income > Less Common Income > Gambling Winnings > Start TurboTax Desktop start with Income > Less Common Income > Gambling Winnings Follow the screen prompts based on your situation (reporting document or none) Be prepared with your gambling losses as well but they may or may not affect your tax return.  If you itemize deductions it could help.
You can eliminate this issue by going to the Canadian pension section Under Canadian retirement summary, Click the trash can, and don't click [continue]. Simply go back to a different sect... See more...
You can eliminate this issue by going to the Canadian pension section Under Canadian retirement summary, Click the trash can, and don't click [continue]. Simply go back to a different section of TT.
You may view the Tax Payments Worksheet that shows what IRS form reported the withholding.   You may print or view your full tax returns prior to filing after you have paid for the software.   ... See more...
You may view the Tax Payments Worksheet that shows what IRS form reported the withholding.   You may print or view your full tax returns prior to filing after you have paid for the software.    View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. Select Include government worksheets (optional) @lamesamike 
Neither "Wells Fargo" nor "Wells Fargo Clearing House" works for me. Have been trying for the last 2 weeks.  Program just goes into a loop with no data into Turbo Tax. 2/17.2026.
I waited until Wells Fargo Advisiors said the forms would be available, today. The forms can be downloaded from the Wells Fargo website. But the import into Turbo Tax doesn't work selecting Wells Far... See more...
I waited until Wells Fargo Advisiors said the forms would be available, today. The forms can be downloaded from the Wells Fargo website. But the import into Turbo Tax doesn't work selecting Wells Fargo OR Wells Fargo Clearing House. Why did I pay $$$ for the convienence and accuracy of TT Premier when it can't complete a simple file import from a major bank? I've used TT for a long time but the complexity of my investments demands an import. I'm not chancing an error typing it all in by hand. Please advise when it's corrected! Thanks
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due t... See more...
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?