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@user17730660110 wrote: Hello sir / mam how are you so yesterday I was doing my tax using turbo tax app and I choose the free option do my own taxes and that’s my first year but when it’s done you guys charged me 103$ dollars for using assistance help I don’t even use it or I don’t even file my taxes that’s unfair I need refund  You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

It must be that you indicated that you had a 1099-K, you can go and delete the form, see the steps below:   Open your return. Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1099-K that you want to delete

Yes, this is correct if you meet the age and income requirements. Under the State of New Jersey guidelines:   You qualify if you or your spouse (if filing jointly) were:   Age 62 or older on the last day of the tax year, or Disabled under Social Security guidelines. You may take the full exclusion if your total NJ income is $100,000 or less. This is confirmed by NJ tax experts who note that taxpayers with income at or below this level may exclude the full amount of eligible pension income.   If your total income is between $100,001 and $150,000, the exclusion phases out. The state sets $150,000 as the upper limit for any Retirement Income Exclusion.   NJ Retirement Income Exclusions   @gcrossleycpa 

It depends. Generally, if the money was received by your mother in 2025, then it will be reported as income in 2025, and not as a lump sum for current and prior years. However, if you do show in box 3, an amount designated as 2024 payments you can use the lump sum action. Example: Benefits for 2024 If this is not specifically stated, then report all of the social security as usual without selecting lump sum. If it is specifically stated, then you can use the information below to try the lump sum selection to see the best results (TurboTax will calculate with the information you provide). See the details below for Lump Sum selection. You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2025. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.   @Wedding5500 

Still as of 3-9-26, this has NOT been fixed! How can Turbotax consider themselves a qualified Tax software company if they can't even fix obvious bugs in there product at a reasonable time? H&R block next year, nuff said-

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I had the exact same experience. I noticed that TurboTax now prominently displays "Best viewed with Adobe Acrobat" or something like that right on the print page. I had to print the amended return to a pdf and then right click on the file, choose "open with" and chose Adobe. That worked.

If you used TurboTax last year, find the Schedule E Worksheet for this property. Under the section "Carryovers to 2025 Smart Worksheet," Section 179 carryovers for both regular tax and AMT appear on Line A.

Hello sir / mam how are you so yesterday I was doing my tax using turbo tax app and I choose the free option do my own taxes and that’s my first year but when it’s done you guys charged me 103$ dollars for using assistance help I don’t even use it or I don’t even file my taxes that’s unfair I need refund 

@edellis903    That is a puzzle.  I added it to one of my test returns, and I couldn't find anything to turn off that prompted it.   If you haven't filed yet, you might need to delete the whole file and start over.   (unless someone else finds a place to remove it)   One thing to try again is to open the form...then just under the boxes for the spouse's name are two checkboxes Yes and No.   Make sure neither of those is checked before attempting to delete the form.   That might or might not work.

You can report dependent care expenses paid through an FSA without claiming the Dependent Care Credit in TurboTax. To do this, follow these steps: 1. Go to the Wages & Income section. 2. Look for the question about dependent care benefits from your employer (these are often reported on your W-2, Box 10). 3. Enter the amount of dependent care benefits received via your FSA. 4. TurboTax will ask if you want to claim expenses for the Dependent Care Credit; choose No if you do not want to claim the credit.

Yes, you can post the overtime even if it isn't in box 14.   Log into TurboTax Click on Tax Home on the left sidebar. Select Wages & Income. Review/Edit or select W-2. Enter your Employer ID. The options for Snap a picture and Upload have step-by-step directions. You can also select [Type it Myself] at the bottom of the screen. Enter your employer's information. Post the information from the W-2. You may be prompted to double check certain information. A sample of your tax due or refund will be posted for the data you have entered so far. A Let's check for uncommon situations will come up.  This is where you will post Overtime and other uncommon situations. Continue through the interview if any of these apply. This will bring you back to the summary page.    

TurboTax triggers the annuity interview when the distribution code in Box 7 or the payer type suggests the money came from an annuity contract rather than a Roth IRA. Two common triggers:   Box 7 code is not J or Q  A Roth IRA distribution normally uses: Code J — Early Roth IRA distribution  Code Q — Qualified Roth IRA distribution Code T — Roth distribution, exception applies but not fully determine Make sure IRA/SEP/SIMPLE checkbox is checked on the form If your 1099‑R has a code such as 7, 1, 2, 4, or any annuity‑related code, TurboTax assumes it might be from a non‑IRA annuity and launches the annuity follow‑up questions. This matches the IRS instructions that Form 1099R covers pensions, annuities, IRAs, and insurance contracts. The code decides how it is treated. Here is how you can ensure that TurboTax will recognize this as a Roth.   Edit the 1099‑R entry  Make sure the IRA/SEP/SIMPLE box is checked Confirm the distribution code matches what is printed  Ensure you selected Roth IRA when TurboTax asks what type of account it came from

Do not leave the entry boxes blank.   Rather than leave the date acquired blank, select Something other than a date and Various (or more than one date).   Lacking a date acquired, short-term or long-term basis may be reported as Short-term transaction with basis not reported to the IRS or Long-term transaction with basis not reported to the IRS.   This tax season, the IRS is not requiring that cost basis be reported on IRS form 1099-DA.  Follow these steps for the cost basis.   Enter $0 in box 1g cost or other basis and select The cost basis is incorrect or missing on my 1099-DA. At the screen Let's find your cost basis, select Yes, I found my cost basis. Enter the cost basis in Cost basis.  Click Continue. Select Add another sale to add another entry. When finished, select Continue. You may also have to Select I have other boxes on my 1099-DA to enter.  If so, enter information in box 1a and box 3a.   See also this TurboTax Help.

Yes, you can request a payment plan.   In TurboTax in the FILE section of your return, the interview will ask: Request an IRS payment plan This will provide a FORM 9495 This will be filed with your return. You can also go to the IRS website Apply online for a payment plan    This site will provide guidance for:    Do you qualify?   What do you need to apply for a payment plan? What does it cost? How do I review or revise an existing plan? Power of attorney (POA) for an individual

TurboTax asks you to review your 1099-B sales to confirm or adjust details like cost basis. After reviewing, you must do one of the following: 1. Confirm or adjust costs: If the cost basis is incorrect or missing, TurboTax lets you enter the adjusted cost basis. 2. Complete all sales: Make sure you have reviewed and entered all sales transactions. 3. Finalize entries: Save and continue so TurboTax can calculate gains or losses correctly. If you skip these steps, TurboTax will keep prompting you to review until all investment sales are properly reviewed and entered.