All Posts

I tried using this software this year and entered our fairly simple info exactly as I entered it into the H&R Block tax software. Your (TT) software told me I would get an approximate $14,000 refund as compared to the $1,800 refund I was told I would get with H&R Block. I paid $121.10 for this return as this was the only way that I could see the actual returns. I did NOT file them electronically, as I had already done this through H&R Block. When I printed your return and compared it to the H&R Block return, I quickly realized that the error was due to your software not including our Social Security income as taxable income. Unfortunately, it is taxable for federal purposes at 85%. Thus the huge difference in our refund amounts.    Had I used your software first and filed this return, I would have been in deep trouble with the IRS due to underpaying taxes for 2025! This is a VERY SERIOUS issue with your software, and I guarantee that there are many, many other seniors (like myself) who are going to suffer when their expected 2025 refund amounts are eventually disputed by the IRS and they owe money and penalties.    I tried on several occasions to get a refund for the money I paid for this "experiment" and was told on all occasions that since the software was "used" that I was not entitled to a refund. I would be happy to send you a copy of the return that was produced by your software to show you exactly what I am talking about. If I don't hear from you, I will just do my best to try and warn other users about this incredibly faulty software.   Susan Witt [phone number removed]    

Yes, GEOID does refer to the residential charging credit or formally known as the Alternative Fuel Vehicle Refueling Property Credit, and it is used to determine eligibility for this credit.  GEOID (Geographic Identifier) is an 11-digit code that confirms that your primary residence is located in an eligible low-income or non-urban census tract that is eligible for the tax credit.   This tax credit applies to the purchase and installation of qualified electric vehicle charging equipment at your principal residence, in the amount of 30% of the total cost (including equipment and installation labor). There is a maximum credit of $1,000 per item.   To get this credit: The charger must be new, not used. The credit applies to the charging unit, the electrical panel, wiring, conduit, and labor, if they are in a qualified location. The property must be placed in service between January 1, 2023, and June 30, 2026 To enter this credit into TurboTax you will: Go to Federal in the left menu. Select Deductions & Credits at the top. Scroll down to Cars and Other Things You Own and then Show More. Click Start/Update next to Energy-Efficient Vehicle Charging Station. Follow your TurboTax prompts on-screen prompts to enter the cost of the charger and installation See also: What Is Form 8911: Alternative Fuel Vehicle Refueling Property Credit   Please return to Community if you have any additional information or questions and we would be happy to help.

No, it was exactly five months of pension. The IRA was not an employee retirement contribution plan, it was opened in October after my husband retired, and we made a one time contibution to it of $8000.  He did not have an IRA as an employee, but his pension was from a prior employer.

If the IRS e-file database indicates that an Identity Protection PIN (IP PIN) is required for the taxpayer and you do not enter it, your electronically filed return will reject.  If you need an IP PIN, you will need to get one to file electronically, if you do not get one then you will need to file your return by mail.     If you need to enter one, visit the IRS's Get an IP PIN site, or call the IRS at 1-800-908-4490 to have your IP PIN mailed to you (this can take up to 21 days).  Once you get it to enter it , go to the "Federal Tax" tab, select "Other Tax Situations", and choose the "IP PIN" section. 

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 enter.  Enter one of them and add the other 18 & 19 to it on the same screen.

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.

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