All Posts

JFW3

TurboTax had the same issue for 2024 taxes and chose not to update the programming for 2025 taxes, using the workaround of not entering a 1099-Q into TT when it does not result in federally taxable i...

TurboTax had the same issue for 2024 taxes and chose not to update the programming for 2025 taxes, using the workaround of not entering a 1099-Q into TT when it does not result in federally taxable income. That means the user needs to know the tax code and not rely on TT's question-and-answer format. It also creates an issue if state taxes treat a 529-to-Roth rollover differently. The difficulty is determining who pays the tax on a non-qualified distribution. It depends on how the check is made out. But that shouldn't prevent programming. If the user has to determine the criteria, the program can ask the questions to get the correct answer. I don't expect TT to update their programming for the 2026 tax year. For whatever reason, TT decided not to update. Once AI gets its bugs worked out and can protect personal information, I'm thinking it will replace most current tax software anyway.

VolvoGirl

Did you buy a License Code for the Online version or for the Desktop program? I see that Amazon, Best Buy, Sam’s, Staples and Walmart are now selling a license code for the Online version. How ...

Did you buy a License Code for the Online version or for the Desktop program? I see that Amazon, Best Buy, Sam’s, Staples and Walmart are now selling a license code for the Online version. How to Activate the Online License Code. I believe It is for federal only. State is additional. https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-... But mainly the License Code is for the Desktop program. How to install and Activate the Desktop Download program with a License Code How to install TurboTax CD/Download software with license code For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later If you get the Desktop program installed we can tell you how to move your Online return to Desktop without paying for Online.

mesquitebean

Maybe someone in the forum will understand what that means by "job number," but I don't. You may need to explain it.

cririuss_ca

Hi @Mike9241 So based on your detailed responses, it looks like I will be assessed penalty as I did not make a "timely" estimated tax payment for first quarter (April 15) . IRS says it wil...

Hi @Mike9241 So based on your detailed responses, it looks like I will be assessed penalty as I did not make a "timely" estimated tax payment for first quarter (April 15) . IRS says it will assess a daily interest so I will send my first quarter ES today. I under-estimated my 2025 income so I over-compensated in my Roth conversion (and thereby raising my total 2025 income). Learned from that experience so my 2026 income will be lower than 2025 unless I can find employment (hopefully). Thank you for taking the time to respond to my inquiry in detail. Have a nice weekend!

mesquitebean

There are lots of possible reasons for an efile rejection. Please provide the rejection error code and message.

anhhoa2000

sgelsinger

bronsteinjoanne

TURBO Tax programs are great - but your on line service lacks ability to assist even after the work is competed

gjoly

The last update my TurboTax received was April 3, 2025. I am quite sure it has been updated since then. I have stopped and restarted TurboTax. No updates seen. I have run check for updates and it say...

The last update my TurboTax received was April 3, 2025. I am quite sure it has been updated since then. I have stopped and restarted TurboTax. No updates seen. I have run check for updates and it says that my version is up to date. There is a way to see all the current versions of your TurboTax under About TurboTax. Is there a website where you can compare your version to the latest TurboTax version to ensure it is updating? There should be a way for someone to verify this easily.

cririuss_ca

I was unemployed in 2025 and was not aware that I should have paid estimated taxes, which I have learned only after filing my 2025 taxes. The TurboTax community suggested I put "let IRS assess ...

I was unemployed in 2025 and was not aware that I should have paid estimated taxes, which I have learned only after filing my 2025 taxes. The TurboTax community suggested I put "let IRS assess the penalty fee" AND advised I could request First Time Abatement since I was compliant my three prior years. Attached Image 1 from the IRS website showing the IRS penalty amount along with three prior years of compliance. And for all of the last 30+ years as a taxpayer I never got assessed IRS penalty until tax year 2025. The FTA abatement Form 843 requires me to enter the Internal Revenue Code section for non-payment of estimated taxes, which I understand should be included in the IRS notice of penalty but I never received one (see IMAGE 2 below - I signed up for online receipt of notices and the IRS notices section is empty). What would the IRS Code section be in this case? I have filled out my Form 843 and included a screenshot at the bottom) to request for abatement which I will later print out and mail to the IRS. Am kindly requesting expert inputs if my entries in the Form 843 Lines 1- 7 are correct, and would appreciate kind inputs on Line 8 (reason for abatement) for better chance of the IRS approving my request for abatement. Last question - I hope the IRS would not raise the interest on my penalty amount due to my non-payment of penalty while I wait for its response to my Form 483 request? Really appreciate your thoughtful inputs in advance. Image 1: IRS Online shows Penalty Image 2 - IRS Website Notice and Letters showing no notices (no IRS mail received) Image 3: FORM 843 (with details filled out)

gjoly

I have not seen an update to TurboTax since April 3, 2025. I am sure there has been some updates. I have stopped Turbotax and restarted it. Nothing. I have run check for updates, says there are none....

I have not seen an update to TurboTax since April 3, 2025. I am sure there has been some updates. I have stopped Turbotax and restarted it. Nothing. I have run check for updates, says there are none. I am rather sure that the program was updated since then. How do I get the latest updates?

scribner86

Everything was fine. It showed a generous refund and then in the review process, it asked me weird questions and was showing coding from the website. How do I fix this and get my refund back and to ac...

Everything was fine. It showed a generous refund and then in the review process, it asked me weird questions and was showing coding from the website. How do I fix this and get my refund back and to actually show on my income is correctly?

fivestitchinghopes

mesquitebean

The "up to 5 days early" offer means it can come anywhere between 1 and 5 days early. Or it may fail, in which case you won't be charged according to TurboTax. Some banks do not participate in same...

The "up to 5 days early" offer means it can come anywhere between 1 and 5 days early. Or it may fail, in which case you won't be charged according to TurboTax. Some banks do not participate in same-day ACH deposits. If your refund doesn't come at least 1 day earlier than it would have come if it had come directly from the IRS, then TurboTax says they will not charge the $35. The clock would start ticking when the IRS has approved and is ready to release your funds as @ xmasbaby0 mentioned above. So watch the IRS refund tracker tool. If yours does not arrive at least 1 day early, then you "should" likely be notified by TurboTax. So if yours does not come at least 1 day early, watch for any emails with info about your $35. Read more details here: FAQ: "Up to 5 days early" offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-e...

your9mare

Intuit support, you can not reproduce it in house because you probably has state component preinstalled by default. You can only reproduce it by 1) do transfer option with Federal without the stat...

Intuit support, you can not reproduce it in house because you probably has state component preinstalled by default. You can only reproduce it by 1) do transfer option with Federal without the state component, 2) start the state return. You shall see the state data was never transferred because there was no state component to accept the state transfer at stage 1, so in stage 2 we only get transfer from Federal return to state return, no prior state to current state return anymore. It does not to do with any diagnostic data, but the stage of software itself.

xmasbaby0

"Five days early" did not mean you get your refund in five days. If you expected your refund in five days after e-filing, you misunderstood. "5 days early" means you are supposed to receiv...

"Five days early" did not mean you get your refund in five days. If you expected your refund in five days after e-filing, you misunderstood. "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee. You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund: https://www.irs.gov/refunds

jvc1718

I did this, i thought turbo tax wasn’t going to take my money so i paid using their website as well and now i paid them twice

ford82387

Mike9241

There will be no federal penalties for not prepaying enough taxes during the year if withholding 1) and timely estimated tax payments equal or exceed 90% of your 2026 tax or 2) and timely estimat...

There will be no federal penalties for not prepaying enough taxes during the year if withholding 1) and timely estimated tax payments equal or exceed 90% of your 2026 tax or 2) and timely estimated tax payments equal or exceed 100% of your 2025 tax (110% if your 2025 adjusted gross income was more than $150K) or 3) the balance due after subtracting taxes withheld from 90% of your 2026 tax is less than $1,000 or 4) your total 2026 taxes are less than $1,000 The lower of 1 or 2 is your required prepayments. 1 is difficult to know until the year-end, so option 2 is safer. Under the simplified method, 25% of your estimated tax payments must be paid in each period by 4/15, 6/15, 9/15 and 1/15/26. Unless you choose otherwise. 25% of your annual withholding is assumed to occur in each period, but you can use actual. Failing the safe harbors, you can use the annualized installment income method. This method requires knowing your income and deductions thru 3/31, 5/31, 8/31, and finally, the year-end, which is the same as the tax return. The income is annualized. taxes are computed on the annualized income and then de- annualized. Your cumulative tax payments (estimates and withholding) for each period must equal or exceed these amounts to avoid penalties. if you can increase withholding to meet any exception, then paying the estimates is not required. Some taxpayers choose to pay the penalties because they can make more on the money they keep than the penalties state laws vary

VolvoGirl

This is your only post in the user forum. We have no idea what you are talking about. Do you have a problem or question?

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Re: 1099-Q box 6 question is worded very confusing--when was the last update to turbotax

Re: with 16 digit code to install turbotax, I got error message "This code isn't right..." please hlep

Re: you can help by finding job # 1776245185494

Re: Estimated Tax Question - Paying just 90% of Estimated Tax (Unemployed in all of 2025)

Re: I miss the deadline to file on April 15th and now my return just get rejected every time I try to e-file it what should I do

with 16 digit code to install turbotax, I got error message "This code isn't right..." please hlep

I miss the deadline to file on April 15th and now my return just get rejected every time I try to e-file it what should I do

you can help by finding job # 1776245185494

TurboTax Premier 2025 has not updated since April 3, 2025--where can I verify I have the latest version?

Request for First Time Abatement IRS for Failure to Pay Estimated Taxes

Re: 1099-Q box 6 question is worded very confusing--when was the last update to turbotax

website broke on me this week and messed up during the review process. It’s showing zero for income for self-employed but the numbers for each category are still there.

what happens after i amend my taxes after they have been amended

Re: Do I get my $35 dollars back? I paid $35 for a 5 day return on my taxes and I haven’t received anything and it’s been 5 days what’s going on here????

Re: Turbotax state missing carryover of long term capital loss from prior year

Re: Do I get my $35 dollars back? I paid $35 for a 5 day return on my taxes and I haven’t received anything and it’s been 5 days what’s going on here????

Re: Accidently paid federal twice, how do I get second payment back

Do I get my $35 dollars back? I paid $35 for a 5 day return on my taxes and I haven’t received anything and it’s been 5 days what’s going on here????

Re: Estimated Tax Question - Paying just 90% of Estimated Tax (Unemployed in all of 2025)

Re: My name and social security number are correct. Absolutely not. I know what the problem is

Do you have a TurboTax Online account?

All Posts