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TTx is going down!      Do NOT use them! We spoke with a supervisor for 1.5 hours and she even agreed we did not use any premium features. If you clear and start over, it could happen again. The supervisor, Jacklyn, that we spoke with still refused to void the payment and advised we clear and start over. Report this as fraud.   https://reportfraud.ftc.gov/form/main

Same frustrating problem.  Here's the solution that worked for me:  Open TT 2024 desktop version, allow the program to do its auto-updates and then its automatic re-start. Then open the applicable tax return from that 2024 year.  Allow it to fully populate, then do a "file-save" from the top menu bar.  Close TT 2024.  Go back to TT 2025, completely close that program also, then re-start TT2025 from the Finder-Applications window.  This time when you try to transfer from the prior return, it should work.

  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

I have tried all of these:  Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. This did not work. I've deleted as much as it allows me.  I've restarted Wisconsin return 3x times.  My employer is no longer showing on the federal form as a "provider", but is on the state form still...Each time I try and fix it, my refund value is decreasing and I am starting to loose confidence in TurboTax as a software provider. 

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.

We will seek assistance locally.  But it is a tax question, because we need to know if she will need to claim the rental income or if there is a way to handle it so she does not lose her VA benefits.  In any event, we will seek local assistance.

Unfortunately the software has a bug in it if you allocate 0%.  This results in the 8962 being blanked out.  Based on other postings this has been a problem since at least 2020 and as of 2026 it still has not been fixed.

If you are a legal resident of GA for only part of the tax year and are required to file a federal tax return, you are required to file  Form 500 as a part-year resident.  Review the GA website: Part-Year Residency Filing Requirements for additional details.   TurboTax will guide you through allocating your income when you move from one state to another during the year. When you are preparing your part-year resident tax returns, you will allocate your income to the state that you were a resident of when you received it.    If you've already entered your personal information, review your entries to help ensure that TurboTax will help you create the correct part-year tax returns.    Go to the Personal profile screen. Under Your info, select your Name and select Edit. Continue to the Let's check for some other situations screen. On the line for I lived in another state: Check the box. Select your GA as your previous state of residence. Enter the date you became a resident of your new state NC. If the rest of your information is accurate, select Continue. After you complete your federal tax return and you move to the State Taxes sections, both of your part-year state returns will be listed.  Prepare the state that you moved from first, then the state that you live in.   Please visit this TurboTax Help articles How do I file a part-year state return? and How do I allocate (split) income for a part-year state return? for further explanation.

You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it.  It's expected to be resolved in a TurboTax update to be released by February 27th.              The 2025 education and 529 sections appear totally redesigned, from last year. For more info, about 529 distributions, see: https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-college-room-and-board-expenses-that-were-paid-for-by-a-529-disbursement/00/3782831

I couldn’t agree more.  Believe me I am more than PO about the situation. I will never use TurboTax again after 2-3 decades of using it.  But if you want to file there is a way to do it.  The person I was responding to didn’t seem to understand that he /she had options if they didn’t want to wait any longer.

You probably need to ask the employer.   If box 19 is blank then leave boxes 18-20 Blank, no spaces.  Otherwise put the amount from box 1 into box 18.  If you have a different amount in box 16 than box 1 you can put box 16 into box 18.  

Expanding on what DaveF1006 said, because a IRA inherited by a non-spouse beneficiary can only be moved by nonreportable trustee-to-trustee transfer, TurboTax prohibits you from reporting a distribution from an inherited IRA as having been rolled over.   If the funds were paid to you personally and you then deposited them into another inherited IRA, that deposit is a failed rollover and instead constitutes an excess ordinary contribution that is subject to penalty unless corrected by a return of contribution by the due date of your tax return, including extensions.   If the funds were instead made payable directly to the new inherited IRA (or at least to the new IRA custodian for your benefit and deposited directly into the new inherited IRA), no Form 1099-R should have been issued.  In this case you would need to obtain a corrected Form 1099-R from the original IRA custodian indicating that $0 was distributed.  There should also be no Form 5498 from the new inherited IRA indicating receipt of a rollover.