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I'm in agreement, TurboTax does suck. Later year, I paid $36 for Deluxe edition. My tax situation didn't change for this years 2025 return. Forced to pay $129 (after a $10 discount for submitting on 3-31-2026) for Premium. And, I just checked my payment to the IRS status, and it failed.  Indicating incorrect Banking information that I filled out on the form. Good thing I checked! wtf? I'm just going to use them anymore and if I'm penalized for making payment one day late, it'll be on!

To resolve this message, return to Schedule E and edit/review Carryovers, limitations, at risk info, etc. under Less Common Situations. If you had no carryovers on your Schedule E last year, enter zero for all boxes (don't leave any blank). Otherwise, enter the carryovers that were reported on Schedule E last year.   Finish the interview. Then run Federal Review again.

I am assuming you are talking about state credits for home heating and property tax.  Which state?     You do not need to file a federal tax return for her since she only gets SSI.  She would not have any taxable income and would not be eligible for any type of tax refund (assuming she has nothing withheld) as there are no credits available for someone without taxable income at this time. 

There are question within the state amendment that will ask the amount of your original refund.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.

The bank information and the date selected for payment will be on the State Filing Instructions for your tax return and it will be on the State Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   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/   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. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

If you filed your tax return on time but it was rejected, you have five days to correct the error and resubmit your return.   See this TurboTax article for more information on what to do if your tax return is rejected: What if I e-filed on time but my return got rejected after the filing deadline?

What field are you talking about? Can you at least give us the title of the screen that you are on?   Remember that we in the Community cannot see your private tax data nor the screen you are on, so help us help you by giving us more detail.

The software is probably asking for a description and not an amount. Go to Schedule C and review your list of expenses. Under Miscellaneous Other Expenses, use the trashcan icon to remove any lines you don't need or enter a description for those that you wish to keep.

QMID: The IRS is sending the QMID letters to everyone using any software with anything looking like ones and zeroes. When you resubmit, make sure the letters and numbers are clear, maybe use block letters or attach a copy of the QMID certificate. Yes/ No:  Must be yes to main home, new, qualified property   Here is the form and instructions, About Form 5695, Residential Energy Credits. You can print the form to fill in yourself. This will allow you to hand write the QMID in large letters, circle the QMID to make it easy ;for a person to see since the IRS computer is struggling.

If you have ESPP sales, you wouldn't want the cost basis to match what you received on Form 1099-B, you'd want to manually adjust it so that you avoid being double-taxed in both your W-2 for the ESPP discount benefit, and on your capital gains for the full gain on the stock sale. You'll need an additional statement or records for inputting the adjusted basis onto the below menu screen: When you’re ready to enter your cost basis, select I found my adjusted cost basis on the Adjust your cost basis to ensure your best outcome screen, and follow the instructions on the screens that follow.   Further instructions and images are in the FAQ: How do I find and enter the cost basis for my RSU or ESPP sale?   If you have entered your 1099-B and additional adjusted basis information for each ESPP sale, and are still having the looping error issue, you can follow the below troubleshooting steps for your product type-   If you use TurboTax Online, you can try these troubleshooting tips:   Check ‌your browser's settings. (Clear your Cache and Cookies) Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge  Or, Try using a different web browser to login and complete your entries.  If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.    General FAQ troubleshooting practices for issues with TurboTax Desktop: To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) Alternative steps for Mac users.   You can also uninstall and reinstall your desktop product (this has worked for some users). *Make sure that you save and back up your file (you do not want to lose any data - See: How do I back up my tax file in the TurboTax Desktop software?