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In the Income section, scroll down to Miscellaneous Income, 1099-A, etc.  On the next page, scroll down to Other Reportable Income and enter Description/Amount.   Then, in the NY interview, enter it as a Subtraction from Income on Form 225.     The result on IT-201 shows the income on Line 16, and the subtraction on Line 31.   @aleanbh               

W-2s were prepared with TURBOTAX, printed and mailed to SSA. No electronic forms or filing was used. This is for a small business, 3 employees. I reviewed the numbers but completely missed the W-2 stating 2024 vs the correct 2025. The W-2s read as 2024. All the back up forms read as 2025. At least last year, the forms had a "DRAFT" watermark on them warning you not to use them until finalized.

normally Desktop and Online are separate, but there's an offer this year to switch your desktop license to Online Premium Fed+State at no extra cost.  The offer is displayed when you install the s/w on Win 10 (see below).  But it's one way, if you do this you will no longer be able to use the desktop s/w, say to install on Win 11 later.  I can't speak to the mechanics of how the offer is applied but think there is somewhere to enter your license code.   Online is not the same as Desktop - you're probably seeing that already if you got to the payment stage - no Forms mode, and you can only prepare 1 return.  It's usually more expensive than desktop especially if you have multiple returns.   For more info on Desktop vs Online see comments from @VolvoGirl at the end of this thread https://ttlc.intuit.com/community/taxes/discussion/re-you-can-t-compare-the-online-versions-a-rel-nofollow/01/3758790   More info: https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-windows-8-affect-turbotax-experience/L4v9atO3O_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US    

Si vas a  estas tratando de enviar tu declaración del estado de New York y no funciona, puedes intentar lo siguiente:   Desactivar los bloqueadores de ventanas emergentes. Prueba usando otro navegador web. Por ejemplo, si usas Chrome, intenta usar Firefox o Safari. Borra las cookies de tu navegador. Acerca del otro estado, si necesitas preparar otro estado, lo puedes agregar en el programa.  Ve a la sección de Impuestos Estatales y allí puedes agregar otro estado si es necesario.    Si te refieres a que quieres revisar el estado de tu reembolso estatal, haz click aquí para revisar el estado de tu declaración estatal.   Si esto no te ayuda, déjanos saber mas específicamente qué está pasando con tu declaración.  

@user17705032923 wrote: I get a message from the irs that my tax refund was sent to my account on 4th of February 2026 but I haven’t received it yet so what’s happening  Not sure what you mean by message. Do you mean that's what you see in the IRS "Where's My Refund" tool? https://www.irs.gov/wheres-my-refund   The IRS also says that it can take up to 5 days to show up due to variations in different bank processing.    Also, there are possible other factors, depending on if you elected any options.  For example, if you paid any product fees out of your Federal refund, the funds first goes to the third-party bank that processes that, and then the rest is sent from that bank in a second direct deposit.  If you DID choose that option, we can tell you how to check on it at the third-party company (SBTPG) that administers that.

This has been an especially challenging season, due to late tax law changes and losses in IRS staffing, which delayed getting all of the forms and instructions ready to deliver to software companies.    We anticipate the depreciation calculations within the software should be updated after February 13, 2026. Our tech team is working hard to release the updates before that date. Please be aware that this update will affect depreciation for Schedule E (Rental Properties) only. Schedule C (Self-Employment) was updated previously and should be working in all versions of TurboTax.   Also, you can sign up at this link to be notified via email. when the forms are ready to use in TurboTax.   @user17694422675 @George Gordon @Grantham2006 @Lynchs826 @anonymous5000  

Thank you but I tried all that and I am still getting the 8962 rejection code. I do not see a 1095a form started. I answered 'no' and it no longer shows up in the credits and deduction section. But it still will not let me file my tax return. 

You probably answered something incorrectly in MY INFO.   Go back to MY INFO, click the child’s name  and go through all of the interview questions carefully and slowly.  Read every screen top to bottom.     Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS.  And too late to efile 2023.   If you need to do 2023 or prior you can buy the Desktop download here, TurboTax 2022 Prior Year Tax Prep - File Past Years' Taxes You will need a full Windows or Mac to install it on.   If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms.....   Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf   or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf   2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf   2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf   Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf     Don’t forget your state.  And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

@prelyea , if they included the "re-imbursement" on your W-2  box 1 then  it is taxable income ( and may even attract  FICA taxes ).   I have a similar arrangement with my former employer --- they put an equivalent amount in to an  Health Spending account -- that attracts no taxes but requires me to show proof of the expense ( medical/health expense including Medicare/medical insurance ).  Please consult your employer's HR / Payroll dept. You cannot change the W-2 -- IRS has a copy  and any mismatch will attract a CP-2000 notice.

@ stephmu10 wrote: I paid for my MO taxes through my bank, but it also took it out of my Federal refund. How can I fix this?    You cannot pay state taxes due out of a Federal refund, and TurboTax does not pay any state taxes due on behalf of a filer.   If something was taken out of your Federal refund by a TurboTax partner, it is most likely the TurboTax product preparation fees or any optional add-ons, plus a $40 service fee for that option. Or did you pay for your TurboTax product fees up front with credit/debit card?   See if you can tell what you were charged for by signing into TurboTax, and at the Tax Home scrolling down to Order Details.   Also, verify the amount of your Federal refund by looking at your Form 1040, Line 35a.   Have you received your Federal refund?   If so, in your online bank account can you tell whom it was from?  Was it directly from the IRS/US Treasury, or does it name a third-party company?  That might provide a clue.   FAQ:  Can I pay my state taxes from my Federal refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/pay-state-taxes-federal-refund/L0x0nJzC0_US_en_US