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 If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629  

The link in my original reply above was wrong. It linked to the form instead of to the instructions. Here is the correct link for the IRS Instructions for Form 8615. I have also corrected the link in my earlier reply above.  

If you have already filed, and if your refund is delayed at the IRS, and if as a result, you are experiencing a financial hardship, we can tell you how to see if the IRS Taxpayer Advocate Service can help you to see why it's delayed and if they can possibly expedite anything.   

@ dlggeiger wrote:  If the irs accepted my return on april12,2025 but i still have not recieved it and they won't give me any info other than its been delayed, should i be worried? They act like they havent gitten it even though it says accepted "They act like they haven't gotten it..." What does that mean?   You said some "they" told you it was delayed.  Was that the IRS?  i.e., did you phone and speak to an IRS customer agent?   What is the exact wording at the IRS "Where's My Refund" tool?  And is there any additional message there? https://www.irs.gov/wheres-my-refund   Here are some tips when using that IRS tool:   Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen.   Look at your actual Federal return to get the Federal refund amount to use in the tool, i.e., your Form 1040, Line 35a.

please clarify what has happened over the years with the k-1s.  you should have received one each year starting with 2021. the k-1s should have reported income or loss each year so your basis for loss probably is not $50,000.   we do not have access to the k-1s. 

CAN I USE TURBOTAX TO AMEND IF THE RETURN WAS PREPARED SOMEWHERE ELSE?   If you did not use TurboTax to prepare your tax return, it is possible to amend the return using TurboTax but it will really be a pain.  It would be better to use the software or service used to file originally.  If a paid preparer made a mistake on your tax return, that tax preparer should do the amended return for you at no charge. In order to use TurboTax to amend your return, you need to purchase the desktop software for the tax year and re-create the return EXACTLY as it appeared when it was filed with the IRS/states.  Every line has to be the same.  Then you have to "trick" the software into thinking you filed by saying you will mail the return. (but do not mail it)   AFTER that, you use the software to prepare a Form 1040X, which has to be printed, signed and mailed to the IRS.  It takes the IRS about 4-6  months to process an amended return   https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

You cannot prepare a prior year return using online TurboTax.   Online can only be used for a 2024 return.     Online software has never been able to be used for past year returns, so not sure where you got the idea that you should be able to do that.  Past year returns can be prepared using desktop download software on a full PC or Mac, and they must be filed by mail.       You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

@bgoodreau01  @NCperson    Whether the child CAN BE claimed or IS claimed as a dependent has nothing to do with whether he is subject to kiddie tax. Here are the conditions for kiddie tax to apply. Note that these rules do not mention whether or not the child is a dependent.   The child has unearned income of more than $2,700 (for 2025). The child is required to file a tax return. The child is not filing a joint tax return. At least one of the child's parents was alive at the end of 2025. Any one of the following three conditions is true. (1) The child was under 18 at the end of 2025. (2) The child was 18 at the end of 2025 and his earned income (from working) is not more than half of his total support for the year. (3) The child was under 24 at the end of 2025, he was a full-time student, and his earned income (from working) is not more than half of his total support for the year.   For more details see the IRS Instructions for Form 8615. Note that, after listing the conditions as stated above, the instructions say "These rules apply whether or not the child is a dependent."     UPDATE 7/27/25: Corrected link to IRS Instructions for Form 8615.  

Did you file your original 2023 tax return with TurboTax? If so, see the following FAQ for instructions to amend it. How do I amend my federal tax return for a prior year? If you did not file the original 2023 tax return with TurboTax, the best way to amend the tax return is by using the same method that you used to file the original return. The amended return uses the original return as a starting point. If you amend your return using the same method you used to file it, your original return is already there. To prepare an amended return with TurboTax, you would first have to recreate your original return in TurboTax, making sure that it exactly matches the return that you filed, then amend the recreated return. You would have to use the desktop TurboTax software for 2023. You can purchase a download at the following link. Past Years' Products The desktop TurboTax software can only be used on a Windows or Mac computer, not on a mobile device or a Chromebook. An amended return for a past year cannot be e-filed. You have to print it and file it by mail.