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Log into your account and sign up for "Full Service." If that person is available, you will get the option to request them again.    If you ‌still cannot connect with your ‌tax expert, contact Customer Support by clicking the link below: TurboTax Phone Number  

I am trying to efile and TT keeps looping me back to the withholding amounts on my 1099R, which are correct.  I can't get past this to efile.   My 1099R only has a box 14, no 14a.  I have no info on it to enter in the description and amount fields  when I click on the + sign.

It's all right to enter a CA zip code. Keep in mind the IRS already has this 1099-MISC and the option to complete the form in the tax software is to make entry easier with all the proper income added to your tax return.    As long as the income is reported on your tax return is the key. Keep your form in your tax files should you need it at any future point.

This rejection often occurs when the date of birth entered for the primary taxpayer doesn't match the records at the Social Security Administration (SSA) or the IRS record.   To fix this issue:   Sign in to your TurboTax account. Select Fix my return button. Click on Fix it now. Verify the date of birth, then select I need to make changes and make the necessary changes in the correct format. Then continue.   To see more detailed instructions, open the link below: What does my rejected return code mean and how do I fix it?  

Yes, if you wish to preserve your carryover into year 2027, you should file a Form 1116 with the IRS. it isn't mandatory.  Unfortunately though, TurboTax will not file a Form 1116 if you have no foreign tax credit to claim for 2025 or if the filing threshold was below a certain limit.   If you don't file Form 1116 this year, the carryover doesn't just vanish. You would simply "track" it yourself and then report the 2025 carryover amount on your 2027 return (specifically on Schedule B of Form 1116) when you actually have the capacity to use it.    [ Edited 04/08/2026 I 6:51 AM PST]      

I elected (and paid turbo tax a fee) to have them pay with return thru my bank, which I gave them info for. (Though that might have been for filing the Oregon return and the payment was a free option forget now)   After that I got an email which said in part (besides my return being accepted):   "What's next   If you haven't already, avoid paying anything more than you owe by making sure your taxes are paid in full by your state's tax filing deadline."   I emailed them asking why I got this message if they paid the amount, I did not get a similar message about my federal return, which had a large carry over. (NO RESPONSE)   After reading above I looked at the start of my state return and it shows the bank information I provided, but shows amount due.  I guess I will have to check to see if my amount was deducted or see if the state can tell me anything or make a just in time (double?) payment. (Deadline is just a week away)   (Oh as I was filing I got a need to update software error!, I saved my return again after that and it to shows the bank info etc. - maybe the final error check should include check if an update is needed.  Not sure why update is needed what if I filed just before they updated it!  I am using the desktop version I know errors are found and fixed but shouldn't be continuous)   Certainly won't be paying Turbo Tax in the future to make the payment, I can pay on the internet (or by mail) easily and for free without worries.  

I'm not sure what you are looking for, but this IRS website may help.   Access your IRS Online Account at IRS.gov/account to securely view your balance, payment history, tax records (transcripts), and digital notices.

@carson2246    Yeah "they" keep changing the Q&A for some supposedly perceived & nebulous flaws on ten software's logic.   IF the 1099-R represents all your RMD for that account type.....then just indicate the box 1 value as the RMD on one page...then select that it was ALL the required RMD on the next page.  

What is "it" that told you to "fill out a six year tax?"     Each tax year is separate.  There is no such thing as a tax return for six years on one return, so not sure what you are trying to do.   Please explain clearly what tax years you are talking about.   

If your card account appears closed, don't worry. The bank will refuse ‌direct deposit and return the money to the IRS. Then, the IRS will issue a paper check and mail it to the address listed on your tax return within 2 to 7 weeks.    You should keep tracking your refund in the following link: Where's my Refund  

The Form 2210 will show you the interest and penalty rates charged by the IRS each year. The following information will help to understand the process of calculating that amount.  The IRS is a pay as you go system which means when the money is earned the tax is due. Form 2210 Instructions - Penalty calculation Worksheet, page 7 It is possible to have a refund and still have an underpayment penalty if the payments were not paid equally across all payment dates.    Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of: 90% of the total tax after credits for the current year, or 100% of the total tax after credits in the prior year See one exception below. You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely.   Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2025 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.   @pugetsoundguy