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With Ivy Tech you enroll for classes, the classes are paid for and checks are issued after the semester starts. So spring classes for 2025, a refund check was issued in February 25'. Fall Classes are the same, another check is issued in September.  Box 1 shows 6233.22 Box 5 shows $12,699.22 . The difference between those ($6466) were split between the two semesters as refunds to her. That number is not anything listed on any form other than her refund statement that shows it deposited on the school site.  If we were supposed to be paying taxes on it shouldn't something be distributed to us so we know what taxes are due on it? I've been so confused but don't want to do it wrong.  She has Military grants as well as federal pell grant, and scholarships over what her tuition was  that's why she got a refund check.  She works and made 20k this year but still lives at home. I am claiming her as a dependent, but it shows credit for other dependents. I am not eligible for the 2 college tax credits for her anyway since tuition was not paid by me but by scholarships. 

If you were using the TurboTax desktop editions installed on your personal computer, what charges are you referring to? There is a state e-file fee of $25 when using the desktop editions.  There is also an Optional Pay with Refund where any TurboTax fees are paid from the federal tax refund, this has a $40 service charge.

If you've already filed your taxes, you can't. If your bank information is incorrect, the bank will reject the check. The IRS will then mail a check to the address posted to the tax return. If the wrong account belongs to someone else and the bank accepts it, you must contact the bank to get the money. 

The Form 8959 is a requirement to pay additional medicare tax if you meet the criteria even if you have already paid medicare tax on the wages you were paid. Check the income levels below to see if you might be required to file this form and pay the additional tax.   Income level when this tax kicks in:  Instructions Form 8959   $,200,000 - Single $250,000 - Married Filing Jointly $125,000 - Married Filing Separately $200,000 - Head of Household & Qualifying Surviving Spouse If your income is below the threshold noted for your filing status you can delete the form using the steps below. Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here.

Who was the email from? Are you sure it wasn't a phishing email? The IRS doesn't send out emails like that. What does the IRS Where's My Refund site say?   Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Yes, your tax refund could come earlier if you selected the "five days earlier option." Keep in mind that this ‌usually starts once the IRS has accepted, approved the tax refund, and generated a date of payment.    Tax returns claiming certain credits are subject to the PATH Act and require additional time. The IRS expects most Earned Income Tax Credit (EIC/EITC) and Additional Child Tax Credit (ACTC) related refunds to be available in taxpayer bank accounts or on debit cards by March 2, 2026, if they chose direct deposit and there are no other issues with the tax return.   For more information on tax returns with credits effected by the PATH Act, see our our help article   When will I get my refund if I claimed the Earned Income Tax Credit or Additional Child Tax Credit?

Yes, it is a huge glitch. They have coded the form so that this box is checked only if you answer the EOC questions. I encourage you to report this to tech support (not tax advisor support) at TurboTax. If more and more people raise the issue, it's more likely that it will get changed.   Right now, I'm in a holding pattern because I am not going to file with this error. I don't think it's a huge deal on the one hand, but you never know and I want my form to be completed and submitted correctly. 

You will need to enter this using Forms Mode. The entry for Section 754 depreciation can be found on Form 1065 p5-6 under Line 13(e)(C). Use code ZZ from the drop-down menu. What you enter here will also appear at the bottom of Line 13 under Type. Section 743(b) adjustment should be automatically entered on Line 13(e)(G).   If you wish to specially allocate this amount, set up an allocation code on the Sch K-1 Worksheet, then enter that code in the box to the right of the amount on Line 13(e)(C). To confirm the allocations, open Statement A (Page 1) for each partner to see how Line 13 is being allocated.   Be sure to activate Special Allocations in step-by-step under Business Info tab >> About Your Business >> Makes special allocations.    Learn more about Special Allocations:  Go to Partner/Member Information and click Done at the bottom of the Member Summary page. Continue to the page "How to Enter Special Allocations" and click "See Demo" at the bottom. Follow the example for Special Allocation by Amount. To confirm the allocations, open Statement A (Page 1) for each partner to see how your entry is being allocated.

You can confirm the information on your 1099-A by using these resources.   If Column B is blank or zero, you must look up the correct SLCSP for your location. You can use the Health Coverage Tax Tool.   You can call The Health Insurance Marketplace. Column C shows the Advanced Premium Tax Credit (APTC) paid to your insurer.  If this was zero, you may not have gotten the credit You can call The Health Insurance Marketplace.

If you have followed the step-by-step instructions provided in the TurboTax help article (How do I enter a backdoor Roth IRA conversion?) but you are still having a problem, consider sharing a diagnostic copy of your tax return so someone can take a closer look and submit this experience for further review if necessary.     The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   @farnorcal 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Click on Federal on the left side of the online program screen.  Then click on the section where you need to make changes, ie Wages & Income or Deductions & Credits

Try clearing your cache and cookies.   Your browser stores recently visited webpages as temporary files in a cache, which enables the pages to load more quickly when revisited.   However, a full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).   Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge   Apple's official support site doesn't appear to contain instructions for clearing the cache in Safari. Your best bet is to search the Internet for clear Safari cache or similar search terms.   Clear your Cookies   Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive.   On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser.   Each browser has a slightly different method for deleting cookies. Choose the browser you're using: Microsoft Edge Mozilla Firefox Google Chrome Safari Safari for iOS (mobile devices)   TurboTax FAQ: How to clear your cache.   TurboTax FAQ: How do I delete cookies?

The deductions for Dental and Vision insurance should be after tax deductions so the amounts should be included in taxable, social security and Medicare wages (you have been including the amounts on the quarterly 941s).  This will include them in Box 1,3,5 wages on their W2s.  You would include them in Box 12 Code DD if you report this.   As a courtesy, you can report in Box 14 as Post Tax Insurance Deduction.

It depends. If you want to view your Form 1040 you can use the information below to look at it.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms                          You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   @Carlos97