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The Refund Advance is not available to everyone. Make sure you qualify this year.   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

BTW, regarding the assertion that software developers "don't want their software running on deprecated operating systems", I replied here that my experience (with the apps I use) tells me that's not the case.  Instead most developers (Microsoft excluded of course) seem to go out of their way to continue support for discontinued OSes for as long as it's practical for them to do so.   FWIW, here are the results of few searches I did with Duck.ai via DuckDuckGo.com (some answer text snipped out for brevity but please feel free to try this yourself):   "When did Microsoft discontinue support for Windows 7 ?"   "Microsoft officially discontinued support for Windows 7 on January 14, 2020. After this date, the operating system no longer received security updates or technical support, which means users are at risk for vulnerabilities and compatibility issues with new software."   "Please provide a list of commonly used Windows apps which shows exactly what date each app stopped supporting Windows 7"   "Here's a list of commonly used Windows applications that have dropped support for Windows 7, along with the exact dates each application ceased support: | **Application** | **Date Support Ended** | |--------------------------------|------------------------------| | Microsoft 365 Apps | January 10, 2023 | | Microsoft Office 2019 | January 2020 | | Microsoft Edge (Chromium) | January 2023 (version 109) | | Google Chrome | January 2023 (version 109) | | Mozilla Firefox | March 2026 (ESR version) | | Steam | January 1, 2024 | | Assassin's Creed Valhalla | No support for Windows 7 | | Microsoft Flight Simulator | No support for Windows 7 |   ### Notable Details - **Microsoft 365 Apps**: Although it continued to receive security updates until January 10, 2023, any feature updates were halted in January 2020. - **Microsoft Edge**: The last version supporting Windows 7 was released in January 2023. - **Mozilla Firefox**: The Extended Support Release (ESR) will support Windows 7 until March 2026. - **Steam**: Official support ended at the beginning of 2024 for Windows 7 and 8.   So if these AI-produced answers are accurate then we can probably agree that many mainstream developers continued to provide support for Windows 7 several years after "it" was completely discontinued, i.e. with no security updates issued.  Though again we should bear in mind that Windows 7 Embedded Edition was (IIRC) still supported at that time and hence it was still possible to manually apply security updates to Windows 7 Home and Premium editions.   In any case, I'm certain that if I were a full-time software developer then I would do my best to continue supporting whatever OS my customers chose to continue to use, for as long as that was practical for me.  No sense alienating customers, right?   On the other hand, if I literally owned the API that everyone else's programs depended on, and had the financial and political clout to steer that API any way that I see fit, then maybe I wouldn't care what the little people thought?  At least this is how I might think if I was the 800 pound gorilla in the room that nobody is paying attention to...  🦍

As long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered, you can erase your return and start from scratch in TurboTax Online.   Have you done any of those things? If not, here is how you can clear and start over.   Sign in and select a topic to continue your return. On the next screen, from the left-side menu, select Tax Tools, and then Clear & Start Over (select the menu icon in the upper-left corner if you don't see this menu). Answer Yes in the pop-up to confirm.

@axialcrow wrote:  because the focus is not the USE of the borrowed funds, (as an REP it’s all NON-passive), but the SOURCE of the borrowed funds,  IRS Rules Supporting 100% Deductibility Publication 535 (Business Expenses): Interest on debt used to acquire, build, or improve rental property (or secured by rental property) is deductible as a business expense on Schedule E. The IRS focuses on what secures the loan, not what you ultimately use the money for. Section 163 (Interest): Business interest (including on rental real estate) is fully deductible if it meets the business purpose test. When the debt is secured by the rental, it qualifies as business interest — even if proceeds are used personally (e.g., primary home down payment). IRS Case Law & Rulings: Courts and IRS rulings have consistently allowed interest deductibility on rental-secured debt when the loan is used for personal purposes (e.g., buying a personal home), as long as the debt is secured by the rental property and the taxpayer is actively engaged in the rental business (which you are as REP). ACTIVE participation by Sec.163 it’s the SOURCE, a rental business property that matters, not what it’s traced to.    That is completely wrong.  It has nothing to do with passive or non-passive.   You are mentioned code sections, Publications, IRS ruling and court decisions, but haven't actually cited any specific portion.  Where are you getting that, other than through AI?     The tracing rules are in Section 163 (Regulation 1.163-8T), and even refer to a non-passive trade or business.  

The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

To claim a loss from a Qualified Disaster Loss that occurred in 2022 you will have to amend your 2022 tax return.  The forms and information required are included in the 2022 version of   TurboTax.   Please note: You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment.   For additional information see:    Publication 547 (2024), Casualties, Disasters, and Thefts    How do I amend my federal tax return for a prior year?  

I purchased TT Deluxe, went to install and prompt came up saying I needed Windows 11 to install. Gave up, purchased H&R block, installed no problem and was able to import last years tax returns from PDF file.

The New Clean Vehicle Credit is available for purchased new vehicles only. This credit does not apply to leased vehicles.   For more information on the credit, see this TurboTax Article: New Clean Vehicle Credit

Yes, the overtime exemption is included with the W-2 entry screen.   Log into TurboTax Click on Tax Home on the left sidebar. Select Wages & Income. Review/Edit or select W-2. Enter your Employer ID. The options for Snap a picture and Upload have step-by-step directions. You can also select [Type it Myself] at the bottom of the screen. Enter your employer's information. Post the information from the W-2. You may be prompted to double check certain information. A sample of your tax due or refund will be posted for the data you have entered so far. A Let's check for uncommon situations will come up.  This is where you will post overtime and other uncommon situations. Continue through the interview if any of these apply. This will bring you back to the summary page.

Enter the Qualified Overtime Deduction after entering your W-2.  At the screen Let's check for other situations, select Overtime.  Continue.   At the screen Let's see if your overtime qualifies as tax-free, select either:   Help me calculate my eligible overtime. No help needed-I know what to enter. Your employer may or may not have reported your qualified overtime on either your W-2 or some other document.   Here is an example of qualified overtime.  If the employee’s regular rate of pay is $20 per hour and the employee worked one hour of overtime, the employee’s overtime pay would be $30 ($20 x 1.5).  The employee’s qualified overtime would be $10 ($30 overtime pay less $20 regular pay).   Then you will see the screen Were you an exempt employee?   You will need to declare whether you earned the overtime pay as an employee: exempt from the Fair Labor Standards Act or  non-exempt from the Fair Labor Standards Act.   You must select I was not an exempt employee to qualify for the deduction.   Click on the hyperlink What's an exempt employee for direction.  Exemptions from the minimum wage or overtime standards of the FSLA may also be found here.