All Posts

Update:  I finally got this resolved, but it took 4 years, hundreds of hours on the phone and help from TAS for over a year. Seems the IRS  lost the money that was stolen - over $8000. Hard core trace failed and they had to go to account restoration. I never got refunded for the interest and penalties that they charged me for deducting it from my taxes. Nor did I get compensated for all the time I spent trying to get help from the IRS. I will never be able to file my taxes without a huge amount of anxiety. I have lost several thousand dollars and my trust of the IRS and the useless staff. TAS was very helpful but they had a lot of trouble getting cooperation from the IRS.    

Lots of users have more than one account.  An "old" account that you have might be generating those marketing email reminders.   If you know that you prepared a 2024 return, filed it, and it was accepted and processed, and that you paid your tax due, you can ignore the marketing emails.

If you are younger than 59 1/2, you will pay a 10% early withdrawal penalty, plus ordinary income tax.   If you are 59 1/2 or older, you do not have that easy penalty but you pay ordinary income tax.   You are taxed at the same rate for which you are taxed for your other income.   You get a 1099R in late January/early February which must be entered on your tax return.   The software calculates your total income, the total amount of tax that has been withheld from all of that income, and determines if you get a refund or owe more.  You say you will take $50K but do not mention what other income you are receiving so we cannot tell you how much tax you will owe all together.

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

Hi @User3793,   Sorry that you ran into issues here!   If you need help with DeductibleDuck, you can reach out to me directly from the app.  But I'll answer your question here.   DeductibleDuck allows imports of both CSV and ZIP files from ItsDeductible.  For the CSV files, they can be any of the donation types from the "Download Your Data" screen in ItsDeductible.  There is also an option "Export All Data (CSV)" which creates a ZIP file of every CSV export donation type in one archive.  You'll save some time using that ZIP file instead of the individual ones.   DeductibleDuck can import the full data for any tax year if it's properly exported, so if you're seeing issues with a particular file, there may be something funny in that file and I'd need to know more about the specific error you saw.  The fact that you got all older tax years imported says that something might be different about this one file (not related to the fact that it's from 2025)   Can you please reach out here so we can continue this conversation in more detail?  https://deductibleduck.com/contact

Seriously, it's comical. If you missed the Depreciation section, that's on you. That is why Turbo lists all categories as you conduct your deductions. I've used the Depreciation section for rental for years as has my dad on his rental without any issue, so I would say it's more you failed to review the sections.

DeeDuckDave - Are you saying that even if one uses DD, the important of 2025 data in DD to TurboTax isn't available?  My understanding is that it is as nothing on the DDD site conveyed importing DDD to TT is not available.  I just signed up for DDD yesterday. My ItsDeductible CVS files for 2021, 2022, 2023 and 2024 import into DDD worked fine. I will note, ID users would have to have saved their Items, Money, Stock, etc. CVS files separately as DDD won't import the Overall CVS summary.  That said, my 2025 CVS file would not import into DDD. Some notation about the "origin file" not sufficient.  Let me know about being able to import DDD into 2025 Turbo Tax as if that's not available, then I may have to switch over to H&R as my 2025 donations is significant.

It sounds like there may be a calculation or form mapping error in TurboTax’s Idaho Form 40. You should contact TurboTax Support and request a state return review — they can check if the form logic needs an update. You can also manually compare your filed return with Idaho’s official Form 40 instructions to confirm how Lines 11, 16, 17, and 19 should calculate.

@JohnQT if you're on LTSC for the long term and this type of solution ends up working for you that's great, just pointing out the major support caveat for other folks hoping this is a path to put off Win 11 for a few months.  There was a steady flow of issues last year in this forum throughout tax season with installation, import, blank forms, updates etc that needed that support, hopefully 2025 will be more stable but we'll see.

I spoke with Customer Care last week from Office of the President on a different matter and asked about the ItsDeductible retirement, they said it was retired because only 100k people were using the service (vs. 40mil users in the Turbotax universe) so given the cost to maintain they decided to finally retire it.  This guy was even using it for free: https://ttlc.intuit.com/community/taxes/discussion/irritated-no-more/00/3709894   They're expecting some small % of user loss from the Win 10 and ItsDeductible decisions but high revenue online and other areas of their $20bn behemoth like mailchimp are growing 8-10% and that's what investors care about.   The October date was because this is their only window between 2024 extension e-filing closing and 2025 opening to make major changes to their online platform and remove services they are not supporting next year.   There are already 5 different app startups rushing to fill this space (Deductible Duck, Deductib.ly, Deductit.io, Deductible.ai, Kebab - plus full tax packages like H&R Block) at different stages of development - some are already able to import the data you saved from ItsDeductible, Duck seems ahead of the game and posts here frequently - but none have a working Turbotax import yet claiming that will come in 2026 but we haven't seen the 2025 Turbotax release yet (see below from Dave at Duck).  I'd be a little wary jumping onto a particular solution until functionality and ongoing cost is a bit clearer but you can probably try some of them out for free and see what happens in the coming months.   https://ttlc.intuit.com/community/taxes/discussion/re-an-alternative-to-itsdeductible/01/3708354#M1372215

  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.   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.