All Posts
Monday
1 Cheer
That’s fine but make sure that neither you nor your company makes contributions until you are eligible.
Monday
I assume that you already have your batchelor’s degree so you are not eligible for American Opportunity Credit and the expenses you mentioned are not qualified education expenses for the Lifetime Lea...
See more...
I assume that you already have your batchelor’s degree so you are not eligible for American Opportunity Credit and the expenses you mentioned are not qualified education expenses for the Lifetime Learning Credit.
Monday
So the insurance plan that my employer offers automatically includes an HSA account. If I open the HSA account, but make 0 contributions until I am HSA eligible, will it still be ok to have the accou...
See more...
So the insurance plan that my employer offers automatically includes an HSA account. If I open the HSA account, but make 0 contributions until I am HSA eligible, will it still be ok to have the account?
Monday
To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come i...
See more...
To check on regular tax refund status via automated phone, call 800-829-1954.
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 2024 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
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu.
Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.
Monday
Use the same account and user ID that you used when you began to prepare the return. You might need to click on "Add a State" to get back in to the return. You do not really have to add a state, bu...
See more...
Use the same account and user ID that you used when you began to prepare the return. You might need to click on "Add a State" to get back in to the return. You do not really have to add a state, but that trick will let you back in so that you can finish preparing the return and go through the steps of the FILE section in order to e-file. You can still e-file a 2024 return until October 15, 2025.
Did you forget how to access your account?
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
In order to e-file, you have to go through all of the steps of the FILE section until you click a big orange button that says "Transmit my returns now." Until you click that orange button, your return has not been filed.
Monday
The company is wrong. If you can be claimed as a dependent you can’t have an HSA even if you are not claimed. Note that if you provide more than half of your own support you can’t be claimed.
Monday
I graduated in May and started a new job in August. I am eligible to be claimed as a dependent on my parent's 2025 tax return. I have been told by both my employer and the company that runs the HSA a...
See more...
I graduated in May and started a new job in August. I am eligible to be claimed as a dependent on my parent's 2025 tax return. I have been told by both my employer and the company that runs the HSA account that I can contribute to an HSA if I am eligible to be claimed, but am not actually claimed. However, I have seen some contradictions on the IRS website and other online sources, so I am unsure if I am actually eligible to have an HSA.
Monday
TurboTax gets no information about refunds. Check here. https://www.irs.gov/wheres-my-refund
Monday
I need help getting to my 2024 return I finished on line with turbo tax but didn’t get to file it. I want to file it now. Is there someone I can call?
Topics:
Monday
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.
Once your fe...
See more...
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.
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 2024 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
Monday
Email is not one of the ways to contact customer support.
Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can ...
See more...
Email is not one of the ways to contact customer support.
Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there. Otherwise, post your question here and someone will try to help.
To call TurboTax customer support
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
https://twitter.com/TeamTurboTax
or
https://www.facebook.com/turbotax
Monday
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
...
See more...
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
Start a 2024 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns. You do not have to complete or file the 2024 return.
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0
You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
SAVE YOUR TAX RETURNS !
EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records. That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc
In order to transfer a past year return to the new return you need the tax file
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl
NOTE: TurboTax and the IRS save returns for seven years. Returns older than seven years are purged.
Monday
need to find my 2022 tax return
Topics:
Monday
Where in Turbo Tax can I enter a NY statek-1?
Monday
I graduated in May and started a new job in August. I am eligible to be claimed as a dependent on my parent's 2025 tax return. I have been told by both my employer and the company that runs the HSA a...
See more...
I graduated in May and started a new job in August. I am eligible to be claimed as a dependent on my parent's 2025 tax return. I have been told by both my employer and the company that runs the HSA account that I can contribute to an HSA if I am eligible to be claimed, but am not actually claimed. However, I have seen some contradictions on the IRS website and other online sources, so I am unsure if I am actually eligible to have an HSA.
Topics:
Monday
can i contact customer support via email
Monday
Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by ...
See more...
Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.
Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund. Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.
To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product.
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
Monday
Make sure you write down which login belongs to which person (or couple).....don't get them confused nest year or it will mess up everything for your/or/her tax filings.
Monday
Where is my Alabama State Tax Return?