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  ACCURACY GUARANTEE   TurboTax provides do-it-yourself tax software.  TurboTax guarantees the calculations done by its software.   The information entered into that software is data entered by you, the user.   TurboTax cannot and does not check that information against any outside sources, so TT cannot know if you entered your information completely or correctly.   It is up to you to enter all of your information correctly and completely, and to check your tax return before you file it.  If you forget to enter some income, or enter it incorrectly, enter it in the wrong place, etc. then you may end up owing additional tax to the IRS and/or state.  TurboTax does not pay the additional tax you owe.   If TurboTax’s calculations were incorrect, and you owe penalties and/or interest, then TT will pay the penalties and interest.  The tax due is always owed by you, and must be paid by you.   If you need to enter a claim for the accuracy guarantee:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/submit-claim-turb...  

Q.  Should she pay the entire January bill  in December if we think there is enough time to claim reimbursement from the 529? A. Expenses for an academic term that starts in the first 3 months of 2026, but are paid for in 2025 count for educational tax benefits on your 2025 tax return. So, yes, a 529 distribution, in 2025,  would be valid.    But, again, in most off campus situations, the COA is going to govern.   Any expenses paid in January 2026 cannot be counted towards a 529 distribution taken in 2025.  Any expenses incurred in 2025, but not paid for until 2026, cannot be counted toward either a 2025 or 2026 529 distribution.     

@y2kdad365  without understanding how your employer reports on the pay stub, it would be hard to determine.   Suggest asking your employer of the YTD number includes or excludes the "extra withholdings". 

Since you now have to log into an Intuit Account when you first install it, all your downloads and license codes are listed there (even if you bought it from somewhere else) so if you need to install it again or install on another computer, even on the other operating system (Windows, Mac) you can download it again here, https://accounts.intuit.com/app/account-manager/productsBilling/turbotax For Windows…..What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Also if you haven't done it, I would open each year in the program and save it as a pdf file, go to FILE - SAVE TO PDF so you don't need the program installed to view your return. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder. You only need the tax return data file ending in .tax2023 to transfer into 2024 or .tax2024 to transfer into next year. You can't transfer the programs. They have to be installed from the CD or Download. You don't need to install older programs unless you need to amend or you didn't save the pdf file. And they only support the last 3 years. If you install an older year you won't be able to update it or download any state programs, so you won't be able to open your return. To open your current return on the new computer you need to copy the data file ending in .tax2024 from the old computer or from your backup. On Windows it should be in your Documents then in a Turbo Tax subfolder. Or search your whole computer for all files ending in .tax or .tax204. Copy it to your Documents on the new computer. See this article on how to move your tax return to another computer……. https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128  

@y2kdad365 wrote: Thanks for the response! On my pay stub it has the current withholding and the YTD withholding. Then there is a separate entry for "extra withholding". So, you're saying that the extra withholding is included in YTD and current total? Is the extra withhdolding just for federal or also state?  You need to ask your employer or payroll dept if the extra withholding is included in the current and YTD amounts.  When you get the W2 in January the total federal withholding should be in box 2.  

Have you downloaded and installed the desktop program?  Sounds like you don't have the system requirements?  Are you on Windows or Mac?   2024 & 2025 Turbo Tax Desktop Download System Requirements. For 2025 you will need Windows 11 or later or Mac OS Sonoma 14 or later (newer). Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements   Are you  using these steps? How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

@baldietax wrote: Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws.  Yes, with respect to the above-quoted line, do we actually know how long the return is stored?   The rationale behind that question is because users (online and desktop) have requested their returns from Intuit in the past and the company has been unable to provide a copy.

Accident and disability insurance is not deductible on a tax return.     Health care insurance premiums, including dental and vision insurance premiums, and other medical expenses that you paid with out of pocket funds and were not reimbursed are an eligible medical expense that you can deduct using Schedule A for itemized deductions.

best to read the EULA...   USE OF YOUR DATA. The Software is a web-enabled desktop product. When you are connected to the Internet while using the Software, we may deliver product updates, message service information, and help content. With your lawful consent which you agree you provide herein and including as obtained within the Software, we may also collect data about your use of the Software, your computer, its operating system, application software, and any peripheral hardware. This data helps us determine, among other requirements, the Software’s operating performance. In addition, if you elect to use online options such as federal or state efile services, data will be collected and used in accordance with the Intuit Global Privacy Statement. You hereby give Intuit permission to combine any of this identifiable and non-identifiable information with that of other users of the Software and/or other Intuit services. For example, this means that Intuit may use your and other users’ data to improve the Software in future releases or design promotions and provide ways for you to compare your tax situation with other users, including through the use of artificial intelligence and machine learning models and training.   Electronic Filing Services. If you choose to file your return electronically, your tax return will be forwarded to Intuit's Electronic Filing Center, where Intuit will transmit it to the applicable federal and/or state taxing authority. Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws. You are responsible for verifying the status of your return to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event that the taxing authority rejects your electronically filed return (e.g., if the taxpayer name and SSN don’t match).

@skramblr wrote: My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack. That, I believe, is accurate with respect to your tax data file and it is applicable to both the desktop and online versions; there is no file that is permanently stored with your tax data.

My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack. Just for fun, Google search result "If you use the TurboTax CD/Download desktop software, your tax data file is stored locally on your computer. When you e-file using the desktop version, the data temporarily passes through Intuit's servers to reach the IRS, but a permanent copy of your full tax return file is not stored online by Intuit after the transmission is complete. The only copy resides on your local machine and any backups you make. "