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February 25, 2026
9:12 AM
@cak8133 What is the status of the federal tax refund on the IRS website? - https://www.irs.gov/refunds
February 25, 2026
9:12 AM
You can take the information you have and Switch from TurboTax Online to TurboTax Desktop?
to clear the Online version, you can Clear and Start Over to remove your data.
Sign into TurboTax.
...
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You can take the information you have and Switch from TurboTax Online to TurboTax Desktop?
to clear the Online version, you can Clear and Start Over to remove your data.
Sign into TurboTax.
You may have to bring up the additional options on the left sidebar
On the center panel select Personal Info [Continue]
This will bring up additional options on the left sidebar.
On the left sidebar at the bottom
Select the Switch Products drop down arrow.
February 25, 2026
9:11 AM
Topics:
February 25, 2026
9:10 AM
Same issue as RTOM above... unable to click on the 'OK' button. Composite file is present on Schwab. Tried changing to Chrome as default browser instead of Edge and that didn't help either. Didn't ha...
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Same issue as RTOM above... unable to click on the 'OK' button. Composite file is present on Schwab. Tried changing to Chrome as default browser instead of Edge and that didn't help either. Didn't have any issues last year. Points to an Intuit issue.
February 25, 2026
9:10 AM
Thank you. Related question: If upon business closure we convert the remaining assets to personal use, should we do recapture at all?
February 25, 2026
9:10 AM
The Oregon "kicker" amount was suppose to be: 9.86% X $5,966 (Line 24 - Total tax before credits from my 2024 Oregon form OR-40, which equals $588.00, the amount which the Oregon Department of Reve...
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The Oregon "kicker" amount was suppose to be: 9.86% X $5,966 (Line 24 - Total tax before credits from my 2024 Oregon form OR-40, which equals $588.00, the amount which the Oregon Department of Revenue adjusted in the Notice of Proposed Refund Adjustment form I received in the mail. Turbo Tax had calculated $1043.00, in error. Joseph J. Kirchoff
February 25, 2026
9:09 AM
Did you select to have the TurboTax account fees paid from the federal tax refund?
If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send th...
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Did you select to have the TurboTax account fees paid from the federal tax refund?
If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return.
For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/
Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information
Call 1-877-908-7228
Or email - TPG-CSsupport@greendotcorp.com
February 25, 2026
9:09 AM
Federal. Thanks. Not blaming you lol. Just stating what happened. It was same when filling under miscellaneous income. Don't know why they charge such high percentage.
February 25, 2026
9:09 AM
Last year I bought Turbotax for 2024 tax. How to get the access at no additional cost that offered through this forum.
February 25, 2026
9:09 AM
You have to ask your plan. A plan is not required to allow hardship withdrawals. If they do, they can't exceed the IRS permitted limits, but the plan can be more restrictive if they want to. So yo...
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You have to ask your plan. A plan is not required to allow hardship withdrawals. If they do, they can't exceed the IRS permitted limits, but the plan can be more restrictive if they want to. So you need to ask the plan.
February 25, 2026
9:09 AM
I bought the fed-only version and then paid to upgrade to fed and state, but I still only have the fed version. I try to do my state return and it says I owe $40. I deleted and reinstalled the progra...
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I bought the fed-only version and then paid to upgrade to fed and state, but I still only have the fed version. I try to do my state return and it says I owe $40. I deleted and reinstalled the program using the download link and that didn't work. It doesn't ask for a code when I try to install the fed and state, so it seems to revert to the old fed only version. Help?
February 25, 2026
9:08 AM
do i need to file for a federal tax extension if I'm a dept of defense worker based in Pearh Harbor Naval Shipyard and currently working in Guam for an extended period of time?
February 25, 2026
9:08 AM
In TurboTax Home & Business (Desktop), the generation of Form 8960 and its supporting Worksheet is strictly generated by two specific conditions:
MAGI Threshold: Your Modified Adjusted Gross...
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In TurboTax Home & Business (Desktop), the generation of Form 8960 and its supporting Worksheet is strictly generated by two specific conditions:
MAGI Threshold: Your Modified Adjusted Gross Income must exceed $250,000 (Married Filing Jointly), $200,000 (Single/Head of Household), or $125,000 (Married Filing Separately).
Net Investment Income (NII): You must have at least $1 of taxable investment income (interest, dividends, capital gains, etc.).
If your income is the same but you don’t see the form, it may be because you’re taking the Standard Deduction this year, since it increased for 2026. TurboTax will turn off the 8960 Part II calculations if you aren’t itemizing on Schedule A. You’ll need to itemize for foreign taxes to show up automatically on Line 9b.
February 25, 2026
9:08 AM
@Clethro Since you must file as Married Filing Jointly for the senior deduction the $150,000 AGI would be used.
February 25, 2026
9:08 AM
Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name]....
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Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name]. @tohmy
February 25, 2026
9:07 AM
To download your 2025 TurboTax software on a new computer, follow the instructions in the link bellow:
How do I get started with TurboTax Desktop?
If you still need help, contact one of our...
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To download your 2025 TurboTax software on a new computer, follow the instructions in the link bellow:
How do I get started with TurboTax Desktop?
If you still need help, contact one of our representative:
TurboTax Customer Service
February 25, 2026
9:06 AM
I haven’t received my refund but IRS said I would receive it today
Topics:
February 25, 2026
9:06 AM
You can try this to fix your "swapped" places/dates of State residence in 2025 (as Utah has a state income tax while Washington does not).
Step 1 is to Update you My Info section:
Open or ...
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You can try this to fix your "swapped" places/dates of State residence in 2025 (as Utah has a state income tax while Washington does not).
Step 1 is to Update you My Info section:
Open or continue your return.
Click My Info in the left-hand menu.
Click Edit next to your name.
Scroll down to "State of Residence." Make sure that your Resident State as of December 31 is Washington. Check Yes when the question: "I lived in another state in 2025." prompts you.
Select Utah as the previous state.
Enter the date you moved to Washington (August 2025).
Step 2 is to completely Delete your Utah return.
Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:
Open or continue your return.
On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form, schedule, and worksheet in the list and follow the instructions. Find every form listed under Utah (e.g., Form TC-40, Part-Year Resident Schedule) and click Delete next to them.
Step 3 is to go back to the State Taxes tab and "Add" Utah again.
Because you fixed "My Info" in Step 1, it should now pull the August date correctly when you restart the Utah interview.
TurboTax FAQ: How do I view and delete forms in TurboTax Online?
February 25, 2026
9:06 AM
If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" m...
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If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
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