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No,  you were not charged for direct deposit.  You misunderstood.    If you chose to pay your TurboTax fees by having those fees deducted from your federal refund instead of paying with a credit or d... See more...
No,  you were not charged for direct deposit.  You misunderstood.    If you chose to pay your TurboTax fees by having those fees deducted from your federal refund instead of paying with a credit or debit card before you filed, you agreed to "refund processing" by a third party bank.  That bank receives your refund from the IRS, takes out the amount you owe to TurboTax, keeps the $40 refund processing fee for itself, and sends the rest of the deposit to your account.  The way to avoid that fee is to pay before you e-file.  You can pay with a credit or debit card before you e-file and have direct deposit of your refund.   How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund    
Just to be clear, I understand I need a separate account and user ID for each of the 3 returns, but can I use the same email address for those three different returns?
TurboTax 2025 Deluxe desktop, Windows 11 In the Step-by-Step mode, Wages & Income section, after Social Security benefits, It goes to Canadian retirement summary and requires a custodian name before... See more...
TurboTax 2025 Deluxe desktop, Windows 11 In the Step-by-Step mode, Wages & Income section, after Social Security benefits, It goes to Canadian retirement summary and requires a custodian name before allowing me to continue. I have no Canadian retirement and did not check any box referencing that I had one. Under "Your 2025 Income Summary" , Retirement Plans and Social Security, TT has and entry for "Canadian Registered Pension Income" with $0.   Update: I can now navigate past the Canadian Pension section. I am not sure why, maybe it was corrected in the last update.  
To return to the Form 1099-R entry area in TurboTax Online, go to Wages & Income>IRA, 401(k), Pension Plan Withdrawals (1099-R)   Click Review to see your 1099-R Summary   Then click Review b... See more...
To return to the Form 1099-R entry area in TurboTax Online, go to Wages & Income>IRA, 401(k), Pension Plan Withdrawals (1099-R)   Click Review to see your 1099-R Summary   Then click Review by each 1099-R to edit it
Received a VA death benefit ($5000.00) for my father-in law who passed away in Feb. 2025. Have not received a 1099 as of this text. Is the total amount taxable for tax year 2025.
There are no charges for direct deposit. What you are probably referring to the $40 charge for choosing the option to have the TurboTax account fees paid from the federal tax refund. See this Tur... See more...
There are no charges for direct deposit. What you are probably referring to the $40 charge for choosing the option to have the TurboTax account fees paid from the federal tax refund. See this TurboTax support FAQ for removing the pay with refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US
No.  In order to claim the OT deduction, you have to make a premium for hours over 40 hours. The premium is what is deductible.    To qualify the following must apply: You must be a non-exem... See more...
No.  In order to claim the OT deduction, you have to make a premium for hours over 40 hours. The premium is what is deductible.    To qualify the following must apply: You must be a non-exempt employee eligible for Overtime under the federal Fair Labor Standards Act The Overtime must be on hours worked OVER 40 hours.  (if you live in a state where OT pay is required after 8 hours, this does not apply) Overtime must be paid at more than your regular hourly rate.   Your filing status cannot be Married Filing Separately Your income must be less than $150,000 if you are single or $300,000 if Married Filing Jointly.
Your mistake was in purchasing a second license.   That was not necessary.   Seek a refund for the Home and Business download.   All  you really need to do is upgrade the Deluxe version you already p... See more...
Your mistake was in purchasing a second license.   That was not necessary.   Seek a refund for the Home and Business download.   All  you really need to do is upgrade the Deluxe version you already paid for and pay the difference between the price for Deluxe and Home and Business.     To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2   To upgrade---I am on a Mac so if you are using Windows it might look a little different---Open Deluxe, go up to the top of your TurboTax screen and click the word "Upgrade" so that you can just upgrade to Home and Business from Deluxe.  
To clarify, what do you mean by a consolidated number? 
I was charged for direct deposit
Hi senator-subscript - Just wanted to let you know.  Monika K1 (Employee Tax Expert) indicated on 3/2/26: "The issues with entries on Form 8283 and donations of stock have been reported by other us... See more...
Hi senator-subscript - Just wanted to let you know.  Monika K1 (Employee Tax Expert) indicated on 3/2/26: "The issues with entries on Form 8283 and donations of stock have been reported by other users and have been elevated for investigation. It has since been confirmed as an issue by our development team. We are working to resolve the issue as quickly as possible, and you can sign up here for updates. In the alternative, as long as the dollar amounts are correct, you could also choose to continue to file."   So hopefully the issue will soon be resolved.
I don't make a premium PER HOUR. But I earn more money when I work more than 8 hours per day and paid Fed holidays.
For a federal Form 1041 (U.S. Income Tax Return for Estates and Trusts), there is a specific filing threshold. You are only required to file if the estate meets any of the following criteria:   ... See more...
For a federal Form 1041 (U.S. Income Tax Return for Estates and Trusts), there is a specific filing threshold. You are only required to file if the estate meets any of the following criteria:   The estate has gross income for the tax year of $600 or more. There is a beneficiary who is a non-resident alien. If the 1099 DIV is the only source of income for the year, it doesn't need to be reported. if you have other income, combined with this income, of over $600, then it needs to be reported.
Your federal and your state taxes are totally separate things.  They are calculated differently and your employer withholds different amount for each of them.    It would be super rare for you to hav... See more...
Your federal and your state taxes are totally separate things.  They are calculated differently and your employer withholds different amount for each of them.    It would be super rare for you to have the exact same amount that you owed for federal and state or the exact same refund.   If your came out even on your state, it could be because you are in a state like PA that has a very simple tax form, very few deductions, credits or extras.  Most people basically pay 3.07% on their income so employers withhold 3.07% and then the tax payer doesn't owe anything at the end of the year and doesn't get anything back.     The federal taxes however are a lot more complicated so in general the majority of the people do not break even on their federal return.  They either get a refund or have to pay in. 
Hi, I imported around 200 transaction including few with wash sales and few missing cost bases from Schwab. Turbotax lists each and every transaction in online data entry screen and amounts are corr... See more...
Hi, I imported around 200 transaction including few with wash sales and few missing cost bases from Schwab. Turbotax lists each and every transaction in online data entry screen and amounts are correct. However for final from printing it consolidates trasaction when there is no wash sale and bases reported on Schedule D . Lists only trasaction with wash sale or basis missing on Form 8949. Is there a way to force Turbotax to list all trasaction on 8949 and not to consolidate all the transactions?  Since Turbotax consolidates transactions for which bases are reported to IRS and only lists other transactions on 8949 will it require me to mail 1099-b papercopy?  
Do I need to enter the amount to carry forward, or just enter the reduced amount this year and add the carried forward amount next year?
To enter /edit your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.