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I was just denied refund even though I paid for QuickBooks Self Employed Tax Bundle:   "Thank you for reaching out to us regarding your recent refund request for your TurboTax Online purchase. We regret to inform you that your request related to the TurboTax Online product linked to Case #[phone number removed] has been denied. As explained in our Terms of Service, TurboTax Online can be used at no cost up until the point that you submit payment. Once payment has been received, the product is considered to have been used to prepare your taxes, regardless of whether you print or electronically file your return, or if your return is rejected by the agency you filed with. While refunds may be processed in certain limited circumstances described in our posted policies for refund requests, your request is not eligible for refund. Warm regards, TurboTax Customer Service & Support"   I'm getting really upset about this.  Intuit owes me a refund for TWO years of tax filings now....do I need to file a lawsuit to get their attention?  They need to get it together.

@PBG2023 wrote: Let's try that token number again.  I cut and pasted, but lets try typing: [phone number removed][phone number removed]9 You need to spell out some of the numbers so the software doesn't think you are posting a persona phone number or SSN.  Or, take a screenshot and upload it as a picture. 

To enter, edit or delete New Car Loan Interest - Click on Federal Taxes (Personal using Home & Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Cars and Other Things You Own On Car Loan Interest, click on the start or update button

For Wisconsin, only sort of. On the Wisconsin, your medical care premiums are reduced if you deducted them wholly or partially on the federal Schedule A.   Go into the Wisconsin interview and look for the following from Employee tax expert DawnC: You will come to a screen that says, How Wisconsin handles income differently.   Scroll down to Medical, Care Insurance, click Start, and enter your information.  Let TurboTax calculate the amount of the Wisconsin deduction.   @ltcourte 

I too am very disappointed in the ridiculous closing of this issue as "working as designed."  That just means it was a faulty design.  I had plenty to say at the beginning of this thread but gave up several weeks ago when I found it easier to input my last 1099 manually than wait any longer for this to get fixed.    If anyone has experience with how any other tax software handles 1099 downloads, please post it here so we know what to purchase next year if TT fails to correct this flaw.

Yes, there will be a Social Security Benefits Worksheet that is part of your forms.  It will have a box at the top that will be checked if you are a resident of a foreign country that is exempt from tax on Social Security.  If you have the Desktop version of TurboTax, it can be seen in Forms view and will be in the list on the left as Social Sec.  If you are using the online version, you will be able to get a printout of your complete forms as a PDF.  You won't be able to view that form until you have paid for TurboTax, but you will be able to view the form after paying but before filing your return.

If the 1099-Q distribution was all for qualified education expenses, you do not need to enter the 1099-Q at all.   It is an informational document and should only be entered if the distribution exceeds the education expenses.     Please see 1099-Q reporting   When you receive IRS Form 1099-Q, you'll need to report this information on your tax return only if the distribution is used for non-qualifying expenses. If you did use the money for things other than education, see Where do I enter a 1099-Q?

TurboTax supports this type of distribution.   This distribution is called a QCD (qualified charitable distribution).   You enter the QCD when you enter your 1099-R that describes the QCD.   If you are at least 70 1/2, you will see in the 1099-R lines asking if this is a QCD, and if so, how much? If you are not old enough, you simply won't see these lines because you can't "do" a QCD.   You do not enter a QCD in the Donations section of the Deductions & Credits section of the interview.

Yes, since you chose to use the Simplified Method in 2024, you must amend your 2024 return to pick the general method instead of the simplified method. This is because you have a mix of general category and passive income. You must use this method despite that the minimum filing thresholds were at or below the $300/$600 thresholds   The reason why the carryovers did not populate into your return is that if your foreign tax credit was at or below $300 if Filing Single ($600 if Married Filing Jointly), there was no Form 1116 generated. As a result, the carryovers weren't reported. Had you selected the general category, there would have been a Form 1116 and the carryovers would have been reported.   Once you amend your 2024 return, the election choice should populate into your 2025 return (if you filed with TurboTax both years) and it's general election from this point forward. Also, in 2024, a Form 1116 will be generated with the carryovers reported for that year.   Once this election is made, it's etched in stone unless you submit a Private Letter Ruling to the IRS to change the election.   When you prepare your amendment, you will be asked why you are amending. You must explain that you chose the Simplified method and you should have chose the General Method because you had a mix of passive and general category foreign income.