All Posts

@nfaustino If you paid a penalty for an excess Roth contribution and did not remove the over-contribution from your account, you will be required to pay a penalty on the over-contribution for every year those funds remain in the account.  If this is the case for you, this would explain why the Form 5329 is appearing on your return again this year.

TurboTax will choose either the Deduction or Credit for your New Jersey Property Tax, whichever is more beneficial, taking into consideration other factors in your NJ return.  For example, if you have a credit for taxes paid to another state, this reduces the deduction you can take.   Here's detailed info on the NJ Property Tax Credit from the State of New Jersey, and also a TurboTax response to your question to help you.   @paris-taylor615     

Shows my 2025 HSA amount but for 2025 shows "Available Now" - should this read "Shows my 2024 amount" or "but for 2024 shows 'Available Now' "?   Also some lines remain Available Now are updating with values. - what does this mean? Are these lines remaining Available Now or are updating with values?   Thank you for the detail on your hardware/software.   I can't get my test cases to reproduce your situation, so could you do us a favor and send us a sanitized copy of your return so that we can see what you are seeing? By "sanitized", I mean that the process of creating this copy will redact all personally identifying information.   TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us. Please provide us the Token Number (including the dash) that was generated in the response.

Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.

Following the steps to enter Unreimbursed Partner Expenses for a partnership K-1, on the page "Miscellaneous Supplemental Expenses," the hyperlink provided by the On Demand Tax Guidance under "How do I enter Home Office Expenses for my Partnership?" correctly redirects to IRS Pub 587 Business Use of Your Home. Although the IRS document shows tax year 2024, this is the current version available from the IRS, found on this page About Publication 587.

At the Canadian Pension question, click the trash can icon and delete the form. Don't click Continue, because it'll create a new Canada RRP Worksheet. Click the trash can and go right back to Federal Review. Let us know in the comments if that doesn't resolve the issue. 

Once a child reaches 17, they may still be a dependent but no longer qualify for the Child Tax Credit. A child that doesn't qualify under the age requirement might still qualify for the Other Dependent Credit. See this article for more information.   The person you’re claiming as a qualified relative must also fit these criteria:   They haven’t already been claimed for the Child Tax Credit or Credit for Other Dependents, either by you or by anyone else. They have an SSN, ITIN, or ATIN issued on or before the due date of your return (including extensions). They are a US citizen, US resident alien, or US national. They aren’t filing a joint return with their spouse. They either lived with you for the entire year or are related to you. They have less than $5,200 gross income this year (nontaxable Social Security doesn't count). You provided more than half of their financial support (more info). See this tax tips article for more information.   @tammyroca   

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

Are you referring to lines 15 through 20 of a W-2?  Or something else?  Please clarify.   If you are referring to multiple lines on the W-2, do you have a W-2 from the same employer but you worked in more than one state?   If you are referring to multiple lines on the W-2, do you have a W-2 from the same employer but the employer is reporting multiple lines of state and local taxes?  It may look like more than one W-2 but there are simply multiple lines of the one W-2 issued by your employer.   This TurboTax Help may apply.   Please clarify.        

The 1098-VLI is  only an informational document. The numbers on it are not required to be entered onto your tax return.   However, it means you paid interest on an auto loan and that is deductible as an itemized deduction.  If you normally use the standard deduction, the VLI form is unlikely to help you and may require you to upgrade in TurboTax. 

To enter taxes paid to your state that does not appear on your Form 1099-R, you can treat it as an estimated payment:   In the Federal section, Go to Deductions & Credits on the left panel within your TurboTax Account Select +Add deductions and scroll down to Estimates and Other Taxes Paid, then click the down arrow Select Add to the right of Estimated Tax Payments, then Start Select State estimated taxes for 2025, by clicking Start Select Yes to the, "Did you pay state estimated taxes for 2025?" Enter your payment amount in the corresponding quarter box, then Continue   This payment entry will transfer over to your State Return.  

@MarilynG1-   I have entered the info for my new A/C.   I did not have a "Home energy audits by a certified home energy auditor," so I entered zero for that line and did not get the A/C credit.  Entering $1 works.   Instructions for Form 5695, "Residential Energy Credits," state: Line 26a. To qualify for the credit, a home energy audit must have included an inspection of your main home located in the United States and a written report prepared by a Qualified Home Energy Auditor or under the supervision of a Qualified Home Energy Auditor. If you check the “No” box, you can't claim the home energy audit credit. [emphasis added]"   Furthermore, Form 5695 asks for A/C information before it asks about energy audits.   This seems to be a TurboTax bug, not an IRS requirement for the credit.   Thanks.  

Yes, the Premium online edition can be used for this type of sale.   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Other and continue

If your TurboTax Desktop data does not seem to be saving, you may have experienced a browser issue or interrupted internet connection. To fix this, try: Logging out and back in to force a refresh.  Clearing your browser's cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try using a different browser Make sure your internet connection is strong   TurboTax Desktop saves your data is to the local hard drive every five minutes, though manual saving is recommended after significant entries.     Click here for How do I back up my tax file in the TurboTax Desktop software? Please return to Community if you have any additional information or questions and we would be happy to help.

You can claim your grandson, but you will not get child tax credit for a child older than 16.  You can get the non-refundable $500 credit for other dependents for him and HOH filing status.   To claim a grandchild as your dependent When you enter the child’s name in My Info, you will be asked “What’s your relationship to  [child’s name]?”              Choose “another person”             a drop down menu will appear that lets you choose grandchild   Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.