All Posts

@Basenji    The tilde "~" files are backup files that save in the background, just in case your computer crashes in the middle of preparing your main file.     When crashes, or other computer interruptions occur while working on your taxes, your main tax file can get corrupted and impossible to open.  Then the "~" file can be used to recover your prior work. Sometimes the "~" file is a few steps back from your main tax file, but it is better than losing ALL of your work.

Check your tax refund status in TurboTax, it should show Pending. Rejected or Accepted. To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It will tell you if your return was accepted. You would get that message if TurboTax hasn't recorded that you E-filed the tax return, or if the status was Pending. Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return      

The Import from Financial Partner process worked FLAWLESSLY for E*Trade, Fidelity, and Merrill  It then FAILED attempting to reach Robinhood.  Not once but several times.  This is NOT a browser issue, it is NOT a pop-up issue, it is NOT that Lame Answer For Everything cookies-and--cache "solution".  Would you please forward this Case to SOMEONE - ANYONE! - willing to do some critical thinking and REAL Problem Determination Skills

Thank you!   My concern is indeed the question about the entering the value of the IRAs.  It would be very helpful to users if this question was reworded or eliminated for those who only need to fill out Part II.   How can we get Turbo Tax to address this complaint?

@jimhlarkin    Those are entered in the Federal section of your tax preparation.   On the Deductions&Credits page, there is an Estimated Taxes section where you go in to enter both your Federal (if any) and State estimated tax payments

Yes, same thing happened to me! I originally tried to file with turbo tax but had the issue submitting so I efiled with Free tax USA. I got a message it was accepted however last week I got an email from the IRS stating they were reducing my refund by $1,200 which is the credit for my furnace and AC. I called and the person I spoke to was not much help other than telling me to file an amendment and do it by mail. I have an appointment at an IRS office in 3 weeks. I’m going to bring a hard copy of the amendment with me.

@kimberly3ct  In this case the Medicare web site is incorrect, or perhaps overly cautious.  The IRS doesn't care when in the year the contributions are made, including retroactive contributions made before April 15 of the following year, as long as the overall eligible total is not exceeded.  That's how form 8889 and instructions calculate it, you can also review publication 969. https://www.irs.gov/forms-pubs/about-publication-969 https://www.irs.gov/forms-pubs/about-form-8889   In turbotax you enter the amount contributed (workplace contributions are captured from the W-2, not entered separately, but you would separately enter any separate out of pocket contributions).  Turbotax will tell you that you have excess contributions and ask if you will remove them before the April 15 filing deadline.  When you say yes, your form 8889 is adjusted.  Form 8889 should report the net contributions, it does not actually report the excess and the removal, just the net.  The ineligible amount is also added to your taxable wages for the year.    The HSA bank must also return any Interest or investment gains attributable to the excess contributions.  for example, if you ask for a return of $1000 excess contribution, they might send back $1100.  That extra income is reported on your 2025 tax return even though it was paid in 2026.  Report it as bank account interest and check the box for "I did not get a 1099-INT for this interest.)   In January 2027, you will get a 1099-SA for 2026 with the distribution reported with code 2 for return of excess.  This will not be taxable on your 2026 return.