All Posts

I agree with this user, Turbotax still calculates my 2025 Federal taxable Social Security benefits at zero.  The IRS taxed 67% of my benefits due to my income.  We received the full enhanced deductions for seniors, but the IRS changed my return to add back 67% of my Social Security benefits income as taxable.  I was able to replicate the IRS result by downloading and using IRS Publication 915, (Worksheets A and 1).  I see no schedules like this in turbotax even today. April 21.  This has been a major headache requiring hours of my time.

The IRS publication you are referencing is specific to seminars and meetings at sea on a US registered vessel, which does not apply to 99% of cruises.     So the question is, can you then default to ordinary and necessary business expense as the reason for the deduction.  There is no IRS publication that gives direction on cruise travel outside of seminars/conventions.  So it then becomes a huge grey area from what I have researched with some tax advisors saying you cannot deduct even if it’s necessary and ordinary to your business.    

A normal qualified Roth 401(k) distribution after age 59½ and meeting the 5-year rule is tax-free.   Plans must separately account for Roth contributions and earnings.  A distribution attributable to excess deferrals in a designated Roth account is not a qualified distribution.     A future Roth 401(k) 1099-R should show no taxable amount only if the distribution is actually qualified and the plan’s records support that. A nonzero taxable amount does not automatically mean the administrator tainted the Roth account. It may reflect a nonqualified distribution, earnings, or uncured excess-Roth treatment.     

Were there actually two withdrawals from your bank account? Check your bank account records or statement. How did you pay on April 6? Filing your tax return with direct debit is not the same as actually paying.  

If TurboTax Desktop fails to open after an update, it may be due to a corrupted update, security software blockage, or Windows 11 compatibility issues. Typical fixes include restarting the computer, running the application as an administrator, Clear cache and cookies or temporarily disabling antivirus software.    To run TurboTax as an administrator, right-click the TurboTax icon and select "Run as administrator" to fix update, installation, or blank screen issues. To keep this in place, go to the file's Properties > Compatibility and check "Run this program as an administrator". This allows the software to bypass restricted permissions.   See this help article for additional troubleshooting steps for Windows Desktop.   Getting disconnected while on the phone with TurboTax Support is rare but it does happen. If the problem persists,  see this help article for instructions on how to contact TurboTax customer support.   After April 15, 2026, TurboTax customer support experts are available Monday through Friday, from 5 AM to 5 PM PT. Near the September and October extension deadlines, TurboTax will resume extended hours, including evenings and weekends.  

I just saw someone here comment they’re receiving $846. I’m also receiving $846. My neighbor told me she’s also receiving $846. What’s up with that??? That’s super weird like are they just giving out a “set amount” for certain people that meet certain requirements?? So it’s not based on what we earned and individual tax credits, etc.?? Is this a TT thing or a government thing?  

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/ Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return.

The bank numbers on 35a are what you entered and what the IRS will use. If they are wrong the IRS will eventually send you a check. You can track your refund on the IRS site. Once your return has been filed and accepted you can’t change the information.