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So glad to find this thread. This happened to me too.   At every turn, Turbo Tax tried to upsell me from DIY to Expert Assist. I kept declining, but somehow when I paid, I was charged for Expert Assist. I noticed this *before* I filed, called customer service and was given a link to request a refund for the extra amount charged beyond the DIY price.   Despite *never* using Expert Assist and requesting a refund before filing my taxes, Turbo Tax denied my refund claiming I'd used the Expert Assist service. 🙄 There seems to be no recourse: no one to call or file a complaint to.    I've been a loyal Turbo Tax customer for over a decade. But like others on this thread, I will no longer be using Turbo Tax in the future. 

In what situations does one choose "Yes" to the question:   Answer Yes if there is basis that carries forward into the current year (from line 14 of the individual's most recently filed prior Form 8606), otherwise answer No.    "Did [Name] make any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?  What does selecting Yes vs No do here at the form level?"   Selecting Yes allows you to enter or confirm the amount that carried forward to the current year so that it can appear on Form 8606 line 2.  Selecting No causes 2025 TurboTax to silently delete any basis information that carried forward from 2024.  (TurboTax should probably eliminate this question and just ask for the amount of basis that carried forward from the previous year.)   If an  individual has a zero balance in traditional IRAs at year-end, there will be no basis left for that individual to carry forward to the next year.

I removed the form by going through the review again indicating I did not have an energy credit.  I confirmed that form 5967 was removed by going to tools and print center to print preview the return and confirm it was gone.  I then used an alternate browser and went through the energy credit review again and everything did work and I was able to file my taxes and have the federal tax submission accepted within a few hours.  I hope this helps someone having the same issue.  

@ yasinsalukb wrote: I want to change my 2024 tax pin  Please explain what you're doing, and which PIN from 2024 are you referring to?       Are you referring to a 5-digit signature PIN used to "sign" your return?    If so, you can create your own 5-digit PIN every year, if you wish.   You can use the same one as last year, or you can make a new one.   The page where the 5-digit PIN is entered is on a screen with your birth date and today's date.   It will say you can use any 5 digits you want, except it can't be all zeros.   Or are you referring to a 6-digit IP PIN (Identity Protection PIN) required by the IRS for some victims of ID Theft, or for some users who opted-in to the IP PIN program?   For those who have to use an IP PIN, a new IP PIN is required each calendar year.  Some people will get an IRS letter with the IP PIN, while others have to retrieve theirs from their online IRS account.

Premium is the highest Online version.   In the Desktop program it’s called Premier.   Do you want to switch from Online Premium to the Desktop Home & Business program?    You can move your Online file to the Desktop program and continue without paying for Online or needing to reenter your info.  If you already paid for the Online version you can ask them for the Desktop program. And you can buy a lower version Desktop program.  All the Desktop programs have the same forms.  You just get more help and guidance in the higher versions.   To continue in the desktop version see this……. https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129  

You may have to phone the IRS to inquire about the delay, but not until after you try the following:   First, if you efiled, go to the Tax Home and check the efile status to be sure the returns were successfully efiled.   What is displayed at the Tax Home--accepted, rejected, printed, started, or what?   If accepted, what is showing for the Federal refund at the IRS "Where's My Refund" tool? https://www.irs.gov/refunds   If you filed a state return, and if the efile was accepted, or if you mailed the state return: FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...