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I ended up just filing everything over at HR Block since they have the form available. The lack of proper updates beyond a boiler plate email is not a great look. 
if you have not filed your 2025 tax return when using TurboTax, you may be eligible for a refund advance.   See this TurboTax support FAQ for the refund advance -https://ttlc.intuit.com/turbotax-... See more...
if you have not filed your 2025 tax return when using TurboTax, you may be eligible for a refund advance.   See this TurboTax support FAQ for the refund advance -https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/offer-details-disclosures-refund-advance-program/L4ljXp6TI_US_en_US
Correct, I received a similar response, and it is factually incorrect and not consistent with IRS guidance.  I was told that Intuit does monitor these forums and that the more community noise is gene... See more...
Correct, I received a similar response, and it is factually incorrect and not consistent with IRS guidance.  I was told that Intuit does monitor these forums and that the more community noise is generated about an issue like this, the more likely they are to fix it.   The defining date is the “acquisition date”, which is defined as a binding contract combined with a payment.  This is my interpretation of IRS guidance and seem to have broad support on all sources, but TurboTax software does not follow this guidance or allow for a check that this condition was met and categorically denies the credit even though the taxpayer qualifies.
@lmvt05    For NY??? Check the pictures provided by NY to ensure you are using the right number.   (It's not the DMV-ID number)   Sample Photo Documents | NY DMV _______________________________... See more...
@lmvt05    For NY??? Check the pictures provided by NY to ensure you are using the right number.   (It's not the DMV-ID number)   Sample Photo Documents | NY DMV ________________________________ Still a no-go?  Customer Support: How do I contact TurboTax?
@kcnpkris On my test online tax return I typed in V9W0 on the page Tell us how much you paid for energy-efficient improvements and then an amount.  Had no issues whatsoever in completing the Home Ene... See more...
@kcnpkris On my test online tax return I typed in V9W0 on the page Tell us how much you paid for energy-efficient improvements and then an amount.  Had no issues whatsoever in completing the Home Energy Credit section.
Saturday, 24 Jan:    Apparently it is NOW available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.  One of the first ... See more...
Saturday, 24 Jan:    Apparently it is NOW available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.  One of the first pages asks if you had improvements or carryovers...say yes to that. ...Then...There are some pages where it asks for energy improvements made in 2025...you need to say no to those. After several pages, there is one page that asks about carryover credits...if it's pre-filled in you are probably ready to go....if not, or you want to check the number, get you form 5695 printed out form your 2024 tax return, and see what the carryover amount was supposed to be.   BUT Isn't in the Desktop software yet...perhaps mid-late in next week....Q&A will be similar.  
I've read that already, and it's asinine that the option is to have to start over rather than just switching the version I'm in. I did not know there was a different "Expert Assist" track, and I did ... See more...
I've read that already, and it's asinine that the option is to have to start over rather than just switching the version I'm in. I did not know there was a different "Expert Assist" track, and I did not use the live chat except to ask them how to change versions. 
@charthom8 I can point you to the TurboTax support FAQ for how to remove the Live Assist, but it also indicates that you may just have to clear the return and start over - https://ttlc.intuit.com/tur... See more...
@charthom8 I can point you to the TurboTax support FAQ for how to remove the Live Assist, but it also indicates that you may just have to clear the return and start over - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
I logged in and started my taxes, and now I'm in an "Expert Assist" upcharged product I don't want or need. When I select "Switch Products", all of the options under "Do it yourself" are grayed out. ... See more...
I logged in and started my taxes, and now I'm in an "Expert Assist" upcharged product I don't want or need. When I select "Switch Products", all of the options under "Do it yourself" are grayed out. I don't want to lose the ~2.5 hours I've spent to filling out my taxes myself (I itemize deductions every year and have it figured out). If I have to start over, and TurboTax only offers a start over option after tricking my into this higher cost service, then I might as well explore other services. 
@Juanitadaugherty31    Saturday, 24 Jan: Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.  ... See more...
@Juanitadaugherty31    Saturday, 24 Jan: Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.   BUT Isn't in the Desktop software yet...perhaps mid-late in next week
I am trying to enter text for requesting a waiver of penalty for a missed RMD. The text disappears when hitting Enter button or clicking on the next line below. Wondering if a patch will be part of a... See more...
I am trying to enter text for requesting a waiver of penalty for a missed RMD. The text disappears when hitting Enter button or clicking on the next line below. Wondering if a patch will be part of an update soon.  
This is an awful business practice. I didn't choose "Expert Assist". I logged in and started my taxes, and now I'm stuck in this upcharged service I didn't want or need.    How do I switch from "Ex... See more...
This is an awful business practice. I didn't choose "Expert Assist". I logged in and started my taxes, and now I'm stuck in this upcharged service I didn't want or need.    How do I switch from "Expert Assist" to "Do it yourself" without having to clear and start over?
@oretuc    Saturday, 24 Jan: Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.   BUT Isn't... See more...
@oretuc    Saturday, 24 Jan: Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.   BUT Isn't in the Desktop software yet...perhaps mid-late in next week
Further update:  If I go to google this exact string:  "pella gmid code", get the text for V9WO, and then use windows copy to paste into TurboTax form 5695, it works OK and TurboTax does not flag the... See more...
Further update:  If I go to google this exact string:  "pella gmid code", get the text for V9WO, and then use windows copy to paste into TurboTax form 5695, it works OK and TurboTax does not flag the QMID code as error.  Typing in the V9WO string does not work, causes an error (see my snip above).  Perhaps this is a software bug... you might want to write up a ticket on this, as I found it extremely frustrating and I'm sure others will also.  
setup 2025 drive but can't see where to change to make it default?  Any info appreciated.
When I get to receive updates on Tax return the mobile number is not correct and I can’t see anywhere to update it. I can only see it under the "Preference Tab" but no option to update it. Not to be ... See more...
When I get to receive updates on Tax return the mobile number is not correct and I can’t see anywhere to update it. I can only see it under the "Preference Tab" but no option to update it. Not to be confused with the personal info tab where that number shows correct but not at the end when it is pulling info from intuit. But I can’t get it to update. Has my old address and old number. But cannot change. 
@charthom8 Clear the tax return and start over.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your... See more...
@charthom8 Clear the tax return and start over.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over
Connection with Charles Schwab to download forms / stock sales and trades from 2025 waited more than two days, still won't connect.  I received a paper 1099-R so I know that the form has been prepare... See more...
Connection with Charles Schwab to download forms / stock sales and trades from 2025 waited more than two days, still won't connect.  I received a paper 1099-R so I know that the form has been prepared by Charles Schwab & Co, INC 
@angelavidot2018    Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter... Home Energy Credits.   BUT Isn't in the Desktop software ye... See more...
@angelavidot2018    Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter... Home Energy Credits.   BUT Isn't in the Desktop software yet...perhaps mid-late in next week