All Posts

TurboTax Desktop Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

To update your TurboTax desktop software, select Check for Updates under the Online menu (Windows) or the TurboTax 2025 menu (Mac) at the very top menu bar of your screen. If automatic updates fail, see this help article to manually update Windows, or this help article for Mac.   TurboTax will typically ask to run updates when you restart the program after closing it. If you haven't restarted the program for a while, it may take several minutes to run the updates.   @vrzbest   

Follow the steps below:   Log in to your return Go to the Schedule C under Wages & Income In the question Did you have any self-employment income or expenses? answer Yes  Go through that section and make sure you select the categories for your expenses and enter your expense amounts Once you are done going back through your expenses, your summary should show the total income and expenses for your self employed work.     Where do I enter my self-employment business expenses, like home office, vehicle mileage, and supplies? What Is a Schedule C IRS form?

Is the CSV upload option still planned to be fixed in TurboTax Online?? I'm still seeing the message that says "Make sure it ends in .pdf, .jpg, .jpeg, .png". It sounded like there was an update that should have landed by now?

Follow the below instructions to enter your 1099-SSA:    Open (continue) your return in TurboTax. In the search bar (magnifying glass icon), search for the term Social Security benefits and then select the Jump to link at the top of your search results. On the screen Did you receive Social Security or Railroad Retirement benefits in 2025? answer Yes and select Continue. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided. If you received multiple SSA-1099s, add up the amounts for each box and enter them together. Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon). Select Continue and follow the on-screen instructions.   If you need help navigating, the Retirement Income section will look like this in TurboTax Online:     Or, you'll see a section that looks like this for Retirement Income when using TurboTax Desktop:  

If your condo is a rental property, the new HVAC probably qualifies for the Safe Harbor Election for Small Taxpayers.  Here are the details of this election from TurboTax Expert DianeW777's answer to a similar question:   Here are the rules you need to meet to take this election: Your gross receipts, including all your other income, are $10,000,000 or less. Your eligible building has an unadjusted basis of $1,000,000 or less. The cost of all repairs, maintenance and improvements is less than or equal to the smallest of these limits: 2% of the unadjusted basis of your building or $10,000  If you find you do qualify for this option and you want to take the full expense in one year for the HVAC system, use the steps below to enter it in your return.    Open your TurboTax return:   When you come to the screen, Did you buy any items that each cost $2,500 or less in 2024? mark the Yes button if applicable and click Continue. This is reserved for assets that are not part of the building referred to as DeMinimis Safe Harbor (DMSH) separate and distinct from the building capital improvements. On the screen Let's see if you qualify to deduct these items as expenses, mark both of the Yes buttons and click Continue. On the Now, let's review each item you bought screen, mark whether all your new assets cost $2500 or less. If you mark that every item cost $2,500 or less, you will be brought to the Rental Summary screen.  You have elected the De Minimis Safe Harbor provision. If you mark that some cost above $2,500, you will be asked Did you make improvements to rental in 2024? If you say Yes, you will be taken through the screens for the Improvements election. If you say No, you will see the screen Do you have any items that aren't covered by your elections?  Proceed through the screens to enter these assets. On the Rental Summary screen go to the Expenses section and click on the Start/Update box. Continue to the Any Other Expenses? screen and enter the description and amount paid for the assets. Click Continue when finished. If you do use the Safe Harbor Election for Small Taxpayers, be sure to keep all records because these expenses will lower the cost basis of your property when you sell in the future.   IRS definition of Structural components (for your review): Parts that together form an entire structure, such as a building. The term includes those parts of a building such as walls, partitions, floors, and ceilings, as well as any permanent coverings such as paneling or tiling, windows and doors, and all components of a central air conditioning or heating system including motors, compressors, pipes, and ducts. It also includes plumbing fixtures such as sinks, bathtubs, electrical wiring and lighting fixtures, and other parts that form the structure. 

This year was the worst experience I have ever had filing my taxes. After filing for 58 years that says a lot. I was told Turbo Tax was the way to go. Never again, they over charged me and added fees that I didn't agree to. Now they said there was nothing I could do about it. The BBB and Attorney Generals office will be getting copies.