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14 hours ago
@MiamiVice99 wrote:
Was the $6,000 temporary bonus automatically entered in Turbo Tax program
@MiamiVice99
Are you referring to the deduction for seniors? TurboTax automatically enters ...
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@MiamiVice99 wrote:
Was the $6,000 temporary bonus automatically entered in Turbo Tax program
@MiamiVice99
Are you referring to the deduction for seniors? TurboTax automatically enters it in your tax return, based on the birth date that you entered in your personal information. The maximum deduction is $6,000. It may be reduced or eliminated based on your Modified Adjusted Gross Income (MAGI), as calculated in Part I of Schedule 1-A.
14 hours ago
SC/NC Taxes and moved in 2025. I moved from Ohio to SC in July 1, 2025. My employer did not change but they classify me as a Charlotte, NC employee and withhold NC tax now (I live in SC just south ...
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SC/NC Taxes and moved in 2025. I moved from Ohio to SC in July 1, 2025. My employer did not change but they classify me as a Charlotte, NC employee and withhold NC tax now (I live in SC just south of Charlotte, NC). I understand that I need to file NC first to get a credit of those taxes to SC. Historically, in Ohio- i just filed online and not via Turbotax. Would I file Ohio for the 6 months I was a resident there. Then file NC to get a credit for those tazes on my SC filing, and then file SC? Is there a benefit of buying NC and OH state this year? I have SC already.
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14 hours ago
I went thru all of those steps. The problem is that on my profile, the correct phone number appears. Somewhere, is my old phone number that only appears on my spouse, Federal Form. Please listen...
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I went thru all of those steps. The problem is that on my profile, the correct phone number appears. Somewhere, is my old phone number that only appears on my spouse, Federal Form. Please listen to all of us who are complaining about this issue and realize that there is a bug somewhere in the software that is retaining old phone numbers and is not updating them. Stop making us with this issue go through these useless steps.
14 hours ago
Thanks for your responses. Still not tracking with your last comment. Q. Also, since our kid has tax-free scholarship more than triple the amount of 529 NQEE, I assume there's no 10% tax penalty on...
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Thanks for your responses. Still not tracking with your last comment. Q. Also, since our kid has tax-free scholarship more than triple the amount of 529 NQEE, I assume there's no 10% tax penalty on 529 NQEE? A. Yes. But, better yet, just allocate the expenses to the 529 distribution, not the scholarship taxable income. Please confirm: So, are you saying taxable scholarship is just income, so we can use it for whatever we want and simply report it and it increases our 529 QEE? (Thus it helps reduce the corresponding total of our non-qualified expenses?) I'm not sure what you mean by "just allocate the expenses to the 529 distribution," when we have no other expenses that are 529-allowed expenses. In essence, we are using the first $2K scholarship to cover meal plan costs (if allocating it to any one allowed expense matters), but the only other expenses we have are all housing or food costs above the school's COA, etc. So does the second $2K scholarship simply reduce that NQEE total? And how does this relate to the 10% tax penalty? So would I assume my 529 QEE total from earlier stays the same, but my NQEE total is reduced to $747 after allocating the 2nd taxable scholarship. Is this right?
14 hours ago
Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction....
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Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction. If you’d like to change subjects, Select a Topic and find the button to Post your Question. Thanks for joining the community, @lmkfdk!
14 hours ago
Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction....
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Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction. If you’d like to change subjects, Select a Topic and find the button to Post your Question. Thanks for joining the community, @randyduclau!
14 hours ago
Check back on how to amend around mid-February 2026 for Tax Year 2025. Here's an article on how when the time comes:
How do I amend my federal tax return for this year?
How do I amend my fede...
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Check back on how to amend around mid-February 2026 for Tax Year 2025. Here's an article on how when the time comes:
How do I amend my federal tax return for this year?
How do I amend my federal tax return for a prior year?
Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction. If you’d like to change subjects, Select a Topic and find the button to Post your Question. Thanks for joining the community, @peterpaolera22892 !
14 hours ago
The Refund Advance is not available to everyone. You must qualify to see this option.
Here are a couple things to check:
If you are using a TurboTax partner affiliate link to use the softw...
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The Refund Advance is not available to everyone. You must qualify to see this option.
Here are a couple things to check:
If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available.
If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed.
See this resource for more information:
Offer details and disclosures for the Refund Advance program
Refund Advance Eligibility
Here are some of the eligibility requirements to qualify for a Refund Advance loan:
You’re 18 or older
Your expected federal refund amount is $500 or more
You’re not a resident of North Carolina, Connecticut, or Illinois
You’re e-filing your federal tax return with TurboTax
Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address
You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862
You aren’t filing on behalf of a deceased taxpayer
You must report income on a Form W-2, 1099-R, or Sched C
You must open or have an existing Credit Karma Money™ checking account
14 hours ago
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tool...
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Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
14 hours ago
Thanks. I wonder when / why they couldn't e-File the amendment in this case, as I believe it did last time. In any case, one follow-up. The change was simple enough, and I expect the IRS to accept...
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Thanks. I wonder when / why they couldn't e-File the amendment in this case, as I believe it did last time. In any case, one follow-up. The change was simple enough, and I expect the IRS to accept the change, however given there is a dependency on filing my 2025 returns (i.e. there will be a basis carryover from 2024), does this mean I have to wait until 2024 is accepted before filing my 2025 return?
14 hours ago
Dear Intuit, I selected the option to notify me when the 1099-R form was available. I got email telling me that Form 3903 was available. I would suggest that you fix this! Thanks.
14 hours ago
No one in the user forum schedules calls.
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 suppor...
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No one in the user forum schedules calls.
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
14 hours ago
Jan 15/16 update mangled tax history tool information. Total income and deductions ok, but taxable income and taxes have errors.
14 hours ago
Well...hard to know what the issue is in this Public Forum. 1) Make sure you've entered all your income first. Shouldn't matter but might. 2) If you are married and filing separately (MFS), y...
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Well...hard to know what the issue is in this Public Forum. 1) Make sure you've entered all your income first. Shouldn't matter but might. 2) If you are married and filing separately (MFS), you do have to file the same as your spouse...either both Std Ded, or both itemized.....maybe you set that wrong. 3) If you made any stock donations to a charity, the Form 8283 isn't ready until 4 Feb. Maybe that is affecting it "somehow". 4) Unless some of the itemized deductions you think you have, really aren't. ....(added later) Like any 2025 4th Qtr state tax paid in January 2026, those weren't actually paid in 2025 so don't get added to Federal 2025 itemized deductions....
14 hours ago
Your amended return was not e-filed. It has to be filed by mail. Print it, sign and date it in ink, and mail it in. Use a mailing service that will track it so you will know the IRS received ...
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Your amended return was not e-filed. It has to be filed by mail. Print it, sign and date it in ink, and mail it in. Use a mailing service that will track it so you will know the IRS received it, like certified mail, because you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
14 hours ago
See this IRS article for more information:
What should I do if I entered an incorrect routing or account number for direct deposit of my refund?
Did the replies above answer your question? I...
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See this IRS article for more information:
What should I do if I entered an incorrect routing or account number for direct deposit of my refund?
Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction. If you’d like to change subjects, Select a Topic and find the button to Post your Question. Thanks for visiting the community, @rnjajohnson !
14 hours ago
Can you confirm you are accessing the Quick Employer Forms (QEF) from within your TurboTax Business software?
If you access the QEF website directly, it is not recognizing your Business Softwar...
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Can you confirm you are accessing the Quick Employer Forms (QEF) from within your TurboTax Business software?
If you access the QEF website directly, it is not recognizing your Business Software purchase, resulting in the "purchase here" prompt you are seeing.
These are the steps to make sure you can get to the online forms:
Open your TurboTax Business 2025 software on your computer.
Go to the Federal Taxes tab (or the Welcome screen if you haven't started a return yet).
Look for a section or link labeled Prepare W-2s and 1099s for my employees or contractors.
When asked how you want to prepare these forms, select the option to Prepare them online using Quick Employer Forms.
The software will open a browser window and automatically pass your credentials and "paid" status to the QEF website.
If the software still leads to a purchase page, a browser cookie or cache issue is likely preventing the connection between the software and the website.
If these are the steps you are already using, here are some things to try:
Clear Browser Cache: If you are using the online version, close the QEF window, clear your browser’s Cache and Cookies, and then click the link in the TurboTax software again.
Try a Different Browser: If your default browser (e.g., Chrome) is stuck in a loop, try another one like Firefox or Edge.
Try an Incognito Window: Open your browser's Incognito or Private mode and then try the link from the software again.
Check for Updates: If you are using the desktop software, make sure it is fully updated. You can do this by going to Help > Check for Updates.
Employer Quick Forms FAQ
14 hours ago
At least one of the returns that was e-filed will be rejected, but no telling which one. The IRS will not accept more than one tax using your SSN. Returns are not accepted/rejected in "first in ...
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At least one of the returns that was e-filed will be rejected, but no telling which one. The IRS will not accept more than one tax using your SSN. Returns are not accepted/rejected in "first in line" order----so it will be random which one -- if either -- is accepted. The IRS begins to accept/reject e-files on January 26; only a few "early" e-files are accepted in small test batches ahead of that date. Watch your emails for messages regarding rejection/acceptance of your return. If they are both rejected, then choose the one you want to re-file, fix it and re-file it. If one is accepted with mistakes, then you need to wait for it to be fully processed by the IRS and then you can amend it. Do not try to make any changes to either return while they are in pending.
Now you have to wait until the IRS either rejects or accepts your return. If your TT return is rejected, you will be able to go into your TT account and make the necessary changes to your tax return and re-submit your return.
If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.
Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed
The Form 1040X you need becomes available in late February, But wait until your return has been processed.