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I spoke to a turbotax specialist last week because my refund was sent to a third party bank with Turbo Tax. The rep said gleefully that my check would be sent out soon and to expect it in 14 days. We... See more...
I spoke to a turbotax specialist last week because my refund was sent to a third party bank with Turbo Tax. The rep said gleefully that my check would be sent out soon and to expect it in 14 days. Well guess what? I call Turbo Tax again tonight and now the refund was sent back to the IRS.    I am thoroughly fed up with the uncertainty your tax products provide as I am sitting here waiting now since March 6th. All promises and all lies. I am never using this product again.    Now with all these bills and problems financially, you had to complicate it and I'm stuck waiting for 2 months potentially.    Absolutely horrible experience. I need someone to find out what is really going on and explain to me the disaster that is taking place. Also, I never received my early refund fee back as I was promised it. 
After I enter 1099-R pension information (boxes 1a and 2a) and box 4 is empty (zero dollars withheld for Federal). I am prompted to answer RMD questions. I add my total in box 1a as my total RMD.  I ... See more...
After I enter 1099-R pension information (boxes 1a and 2a) and box 4 is empty (zero dollars withheld for Federal). I am prompted to answer RMD questions. I add my total in box 1a as my total RMD.  I see Federal taxes due (since no Federal money was taken out).  As soon as I am asked if all, some or none of the distribution was for 2025 I select all of the RMD the money due under Federal taxes goes away.  I am not be taxed on the amount of RMD I added for total distribution when I should be since no Federal taxes was withheld.  Please help something is wrong.
Each situation where there is income that asks for US/state taxes, there should be an option for reporting foreign taxes. A 1099-R doesn't have a place for foreign taxes paid - and Canadian RRSPs/RRI... See more...
Each situation where there is income that asks for US/state taxes, there should be an option for reporting foreign taxes. A 1099-R doesn't have a place for foreign taxes paid - and Canadian RRSPs/RRIFs are treated as a 1099-R by TurboTax (surprise: the Canadian gov't deducts taxes). Corporate pensions have tax deductions. Capital gains (Schedule B) have tax deductions. Etc. etc. (CPP/OAS don't have deductions, per the US-Canada Tax Treaty) It's a nightmare gathering this information and updating the form 1116. I suppose Intuit has done the math and figure it's not worth supporting the millions residents and citizens who have foreign income. But it should be pretty easy to collect the necessary information (I have 40+ years experience in software development). (And I suppose it's way to much to ask that you support Canadian NR4 forms, although you do support Canadian RRSPs/RRIFs, which are  reported on NR4)
Don’t enter the second W2.   You just enter the extra 18&19 on the first W2.   So you add another row for 18&19.  If everything is the same except boxes 18 & 19 it doesn’t matter which W2 you use to ... See more...
Don’t enter the second W2.   You just enter the extra 18&19 on the first W2.   So you add another row for 18&19.  If everything is the same except boxes 18 & 19 it doesn’t matter which W2 you use to enter.  Enter one of them and add the other 18 & 19 to it on the same screen.
I am using the desktop version of Turbotax, but I am having an issue with the California Form 8962. It looks like the desktop version does not have it. Does anyone know how to get to this form if you... See more...
I am using the desktop version of Turbotax, but I am having an issue with the California Form 8962. It looks like the desktop version does not have it. Does anyone know how to get to this form if you are using the desktop version? 
Try clicking on the icon to the the left of the URL when the page opens to Sign In to your broker.  Then, choose 'Settings' and 'Allow' for Local Network.   @Susannamac     
Did you ever get an update on this?   I ran into the same issue on my Alabama Schedule A line 6 not recording any SE tax.   I wonder if TT fails to include SE tax because it can't draw the data f... See more...
Did you ever get an update on this?   I ran into the same issue on my Alabama Schedule A line 6 not recording any SE tax.   I wonder if TT fails to include SE tax because it can't draw the data from that current year.   So, for example, Today is March 2026. As I file my 2025 return, do I need to look at my 2024 return and take the Fed SE tax amount from that since technically it is considered paid when I officially filed my 2024 federal return (in  spring 2025?)   Thanks in advance.
My school does not issue 1098-Ts but we are still expected to report tuition. At no point in the federal filing am I given the option to break down amount for undergrad vs. grad tuition, which trigger... See more...
My school does not issue 1098-Ts but we are still expected to report tuition. At no point in the federal filing am I given the option to break down amount for undergrad vs. grad tuition, which triggers an error in Schedule Y because there's a discrepancy (both undergrad/grad tuition are $0, total tuition is non-zero). In the state filing (MA in my case), there's an option to check the box for paying undergraduate tuition, but this gets reset every time I finish going through the state taxes and becomes unchecked. It also doesn't allow me to input any undergrad or grad tuition, so the box does nothing.
If you keep going through with the Expert Assist, you will get to the third screen with the left side panel, where you will see Tools and click on it to see a downgrade option. Keep downgrading twice... See more...
If you keep going through with the Expert Assist, you will get to the third screen with the left side panel, where you will see Tools and click on it to see a downgrade option. Keep downgrading twice to clear and restart to use the basic. Such bad UX TBH
"So I apportioned the amounts based on how long we resided in each state. " So that's where the $3,891 came from: approximately one-half of the $8,000 IRA contribution.
Last year I had capital loss carryovers for this year 2025, of about 172,000 long term and 30,000 short term. I was not subject to AMT and I have never paid AMT in my life. I have only had regular ta... See more...
Last year I had capital loss carryovers for this year 2025, of about 172,000 long term and 30,000 short term. I was not subject to AMT and I have never paid AMT in my life. I have only had regular tax carryovers so I have never generated any AMT credits.   This year Turbo Tax says I am subject to AMT because I have a huge capital gain..though I have equal losses to offset that gain but Turbotax doesn't seem to be using them.   When I look at the capital loss carryover worksheet that talks about 2024 it has two columns, one for regular carryovers showing the (172,000LT and 30,000ST)  and one for AMT (8.432LT and 3,966ST) which was just used I believe to figure out if I was subject to AMT last year as it says 2024 amounts.  When I pull up Schedule D AMT now it is using those AMT carryover amounts from that worksheet to figure my AMT for this year, but the thing is I don't have carryovers because I have never had to file AMT so there can't be any credits. From what I understand, it should be using my regular tax carryovers? Is this correct and if so, I guess it's a bug in TurboTax and how do I fix this?      
Here's how to Get Refund Status from IRS.   Click your state to Check State Refund.   @Lord_Megatron   
If you still need additional assistance you can here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Li... See more...
If you still need additional assistance you can here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products  
Hi @DanaB27 I made excess contributions to a pre-tax 403b in 2025. I requested the return of excess contributions this month and should receive it before April 15th 2026. My plan administrator said t... See more...
Hi @DanaB27 I made excess contributions to a pre-tax 403b in 2025. I requested the return of excess contributions this month and should receive it before April 15th 2026. My plan administrator said they will not provide 1099-R form(s) for the withdrawal until 2027 for tax year 2026. I'm using TurboTax 2025 Premier Desktop, and it gives the following guidance on reporting the withdrawal of funds:   "1. Report the excess deferral on your 2025 return in the income section for Retirement Plans and Social Security whether or not you received a Form 1099-R before you file your return. Enter as much information as you can. Report the excess deferral amount in boxes 1 and 2a, and use code P in box 7. Indicate that this is a 2026 Form 1099-R. 2. In 2026, you will probably receive two Forms 1099-R. One reports the excess deferral amount. The other reports the earnings on the excess deferral. Enter both of these forms in your 2026 return, and we'll only add the earnings to your 2026 income."   Your guidance was instead to report the deferral under Any Other Earned Income, which is the same guidance TurboTax provides in their support article on 401k excess deferrals: https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-r/401-k-excess-deferral/L9XUjVAxP_US_en_US   Which means of reporting is correct?   Thanks!
Yes, it's too late to amend your 2021 tax return to claim a deduction for the $7,000 contribution made for 2021.  However, as you found using Google, you could file a 2021 Form 8606 to report it as a... See more...
Yes, it's too late to amend your 2021 tax return to claim a deduction for the $7,000 contribution made for 2021.  However, as you found using Google, you could file a 2021 Form 8606 to report it as a nondeductible contribution since that would not be filing a claim of refund.  The slight downside to filing the 2021 Form 8606 is that the IRS might assess a $50 penalty for a late-filed Form 8606.  Still, $50 would be far less than the tax savings from adding $7,000 to your basis in nondeductible traditional IRA contributions.
I've completed most of my tax return (tons of forms) and have crypto left.   I paid for CoinTracker.io but it looks like TurboTax Desktop doesn't support any type of imports.   I'm trying to ente... See more...
I've completed most of my tax return (tons of forms) and have crypto left.   I paid for CoinTracker.io but it looks like TurboTax Desktop doesn't support any type of imports.   I'm trying to enter my transactions manually but TurboTax Desktop Premier doesn't let me enter fewer than 0.0001 BTC. Of note, when I tried to sync to online TT and then create a new return from online in the desktop version, it DOES transfer the # of shares correctly, even if smaller than 0.0001 BTC.   Do I just list 0.0001 BTC? If not, will this be fixed soon?   Thank you!
Sorry you need your own child to file Head of Household .    Who is a qualifying person for Head of Household https://ttlc.intuit.com/community/family/help/what-is-a-qualifying-person-for-head... See more...
Sorry you need your own child to file Head of Household .    Who is a qualifying person for Head of Household https://ttlc.intuit.com/community/family/help/what-is-a-qualifying-person-for-head-of-household/00/26624
@ CNC6977  I should have asked this above.  I'm not sure how you have been trying to efile with the 2024 AGI.  Did you file a joint return in 2024 and a joint return in 2025?   If so, you and the sp... See more...
@ CNC6977  I should have asked this above.  I'm not sure how you have been trying to efile with the 2024 AGI.  Did you file a joint return in 2024 and a joint return in 2025?   If so, you and the spouse would have the same total 2024 AGI.   If your 2024 return was a joint return, when you filed the first two attempts this year, did you use the same total 2024 for both of you?      If all that applies (joint return in 2024 and 2025), and if it was rejected when you used the same total 2024 AGI for both of you, then the next step is to try using the total 2024 AGI for you and a spouse AGI of 0.   If that fails, there is still another option to still be able to efile.  So please report back.