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a month ago
Hi, I recently got married last year and will be filing taxes for the first time as a married person. My Spouse and I are residents of two community property states (CA and AZ). What would be the gen...
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Hi, I recently got married last year and will be filing taxes for the first time as a married person. My Spouse and I are residents of two community property states (CA and AZ). What would be the general rules to follow when filing the return? Would we still file it jointly or separately? For some context, the CA income is significantly higher than the AZ income, which makes filing jointly federally good, I would imagine. Is there something to keep in mind when filing the state returns, mainly to make sure that the incomes are not double-taxed?
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a month ago
Please select in my 2025 tax return payment method as from refund
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a month ago
Problem same as you outlined as of today 3/18/26. Have paused VPN and taken other steps and still does not work. Also have too many trades to manually input. Where the help from Intuit as it seems...
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Problem same as you outlined as of today 3/18/26. Have paused VPN and taken other steps and still does not work. Also have too many trades to manually input. Where the help from Intuit as it seems, many have the same problem and with several financial entities.
a month ago
First, be sure you successfully filed, and if efiled, that it was accepted. Go to the Tax Home and look at the efile status. Does it say accepted, rejected, printed, started, ready to mail, or what...
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First, be sure you successfully filed, and if efiled, that it was accepted. Go to the Tax Home and look at the efile status. Does it say accepted, rejected, printed, started, ready to mail, or what? You don't have to "log in" to an online account on the IRS website to use the IRS refund lookup tool. It it was accepted (or if you mailed the return), use the IRS "Where's My Refund" lookup tool at this website: https://www.irs.gov/refunds NOTE: If you printed and mailed the return, it can take at least 4 weeks just to show up in that IRS tool. To use that tool, you will need to enter the correct tax year, your filing status, your SSN, and the Federal refund amount from your Federal 1040, Line 35a. For the refund amount don't use a summary figure that TurboTax might have showed you that uses a sum of the Federal and state. Look at your actual Federal return to get the figure from Form 1040, Line 35a.
a month ago
It might ask you some triage questions about what items you need in your return and if you want to do it yourself, but if it doesn't, or places you in the wrong edition, here's a direct link to the p...
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It might ask you some triage questions about what items you need in your return and if you want to do it yourself, but if it doesn't, or places you in the wrong edition, here's a direct link to the page to get to "do it yourself" packages. https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/ In a worst case scenario, if you were to end up in an expert-assisted product by mistake, we can tell you how to remove it and start over in the proper product. To check what product you are in, look in the top left corner while signed into your started return.
a month ago
Irs won't let me log in
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a month ago
How do I get a service code for free filing?
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a month ago
Why did you mention a check? The "Up to 5 days early" offer requires direct deposit. Only if a direct deposit fails is a check issued. What is displayed at the IRS "Where's My Refund" tool? ...
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Why did you mention a check? The "Up to 5 days early" offer requires direct deposit. Only if a direct deposit fails is a check issued. What is displayed at the IRS "Where's My Refund" tool? https://www.irs.gov/refunds Has the IRS sent your refund? Did you pay a $35 fee for the "Up to 5 days early" refund option to go to your own bank account? The "up to" means it can be anywhere between 1-5 days. Or did you choose the free option to get the early refund option in a Credit Karma MoneySpend account? If you chose the method with a fee, TurboTax says that if the refund doesn't come at least 1 day earlier than it would have if it had come directly from the IRS itself, then the $35 fee won't be charged. FAQ: Up to 5 Days Early Refund Offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-early-refund-delivery-options/L9U8ngZlH_US_en_US
a month ago
It's 2026, anyone know if this has been fixed? I am trying to use the App and am not seeing Form mode..... I'd rather not check the "real estate professional box" even if it does the same thing. Feel...
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It's 2026, anyone know if this has been fixed? I am trying to use the App and am not seeing Form mode..... I'd rather not check the "real estate professional box" even if it does the same thing. Feels hacky.
a month ago
Are you saying you can't locate your 2024 online return prepared with Online TurboTax? Go to the Tax Home and scroll down to "Your Tax Returns & Documents" and choose tax year 2024. Is there no 2024...
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Are you saying you can't locate your 2024 online return prepared with Online TurboTax? Go to the Tax Home and scroll down to "Your Tax Returns & Documents" and choose tax year 2024. Is there no 2024 return PDF, and it indicates you didn't successfully file? If so, then you may have more than one account. Perhaps you efiled the 2024 return in another account. The notifications email you received may or may not be the account used to file the return, since you can have up to 5 accounts that use the same notifications email address. Plus if you were in the same account as the successfully filed 2024 return, the 2024 AGI and other info should have been transferred into your 2025 return already. So here's how to check for multiple accounts: To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below. When using the Account Recovery tool, try using your phone number first if you can still access it. After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop. Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below. You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access, here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.
a month ago
TT references generally the tax exempt sources/forms, but there is no smart worksheet that actually shows the amounts it is using which total to the total amount it is using on line 2a. When I add ...
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TT references generally the tax exempt sources/forms, but there is no smart worksheet that actually shows the amounts it is using which total to the total amount it is using on line 2a. When I add the amounts from my 1099's they do not total the amount TT is using on 1040 line 2a. So I filed my returns using TT's number, but I would like to know how they came up with it.
a month ago
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a month ago
This is a two part question. First in wages & income > 1099-OID. I select 1099-OID. This is for a US treasury bond and it's tax exempt from Oregon. Enter in the details and it has a set of radio...
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This is a two part question. First in wages & income > 1099-OID. I select 1099-OID. This is for a US treasury bond and it's tax exempt from Oregon. Enter in the details and it has a set of radio buttons. One of the options is to say it's a special case and is tax exempt in the state. It has a list of states and OREGON ISNT LISTED. There seems to be no other way to force Turbo Tax to add this 1099-OID as tax exempt for Oregon. Further, I can't find the Int/Div subtraction worksheet for OR-ASC to override the final subtractiona amount. So is Turbo Tax just bugged here or am I doing something wrong? thanks! -- Update: first part realized I was bugged. the OID had box#8 selected (treasury obligation). As a result Turbo Tax auto-subtracted that from the income that was put into OR-40. I still don't know where you find: (1) the worksheet that shows OID being subtracted for OR-40, (2) more important the OR-ASC worksheet that shows where the final subtraction number comes from. Any help would be great!
a month ago
What message is seen at the IRS "Where's My Refund" tool? https://www.irs.gov/refunds And is the refund supposed to go directly from the IRS to your bank account (or card)? Or did you choose an...
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What message is seen at the IRS "Where's My Refund" tool? https://www.irs.gov/refunds And is the refund supposed to go directly from the IRS to your bank account (or card)? Or did you choose an add-on option that uses a third-party intermediary bank, such as "Pay fees out of refund", or "Up to 4 days early" offer, or Refund Advance?
a month ago
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a month ago
@alwaysconverting I provided the shortcut method above to go directly to the estimated taxes entry section. If you want to use regular navigation, here's how. So between the 2 methods, you shoul...
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@alwaysconverting I provided the shortcut method above to go directly to the estimated taxes entry section. If you want to use regular navigation, here's how. So between the 2 methods, you should be able to use one or both of them. When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks". That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.
a month ago
Here's a tool that should get you directly to the estimated tax payments section. I've also provided an alternate navigation method in a comment that follows this one. With the return open, go ...
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Here's a tool that should get you directly to the estimated tax payments section. I've also provided an alternate navigation method in a comment that follows this one. With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE: Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.
a month ago
Review questions you tax
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a month ago
I messed my taxes up need assistance
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