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16 hours ago
I would call TurboTax Customer service. Here is a link: Turbo Tax Customer Service
16 hours ago
If the IRS "Where’s My Refund" tool shows your funds were released but you haven't received them, please note that Intuit does not hold these funds. You will need to contact the Santa Barbara Tax Pro...
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If the IRS "Where’s My Refund" tool shows your funds were released but you haven't received them, please note that Intuit does not hold these funds. You will need to contact the Santa Barbara Tax Products Group (SBTPG) directly:
Website: SBTPG Support
16 hours ago
If your return was rejected because the IRS indicates a missing Form 1095-A, it likely means someone in your household had Marketplace coverage, even if you believe you didn't. The IRS uses informati...
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If your return was rejected because the IRS indicates a missing Form 1095-A, it likely means someone in your household had Marketplace coverage, even if you believe you didn't. The IRS uses information matching your Social Security Number to their records, triggering the rejection. To handle this situation: 1. Go back to the question in TurboTax asking if you need to report any 1095-A forms. 2. If you truly didn't receive a 1095-A and no one in your household had Marketplace coverage, select No to certify this. 3. This certification lets you e-file your return despite the IRS record. If you are unsure whether anyone in your household had Marketplace coverage, check the HealthCare.gov or your state's Marketplace account for that information. If your e-file return keeps rejecting due to missing Form 1095-A, you can mail your return to the IRS instead.
16 hours ago
Here is a link for the TurboTax Audit Support Center.
Just in case, How to submit documentation for accuracy guarantee claims.
16 hours ago
Here's how you can fix it:
Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.
Note: Not all rejec...
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Here's how you can fix it:
Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.
Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.
Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.
Additional reject instruction here.
17 hours ago
If you are not able to find this, you may need to try the steps below. When you log back in, you will see a tab for State. Click that and it will take you to your Minnesota area.
Log Out Com...
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If you are not able to find this, you may need to try the steps below. When you log back in, you will see a tab for State. Click that and it will take you to your Minnesota area.
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
17 hours ago
The "Whoops! We hit a snag loading your data" error can appear due to temporary software glitches or data loading issues within TurboTax. Since you aren't trying to make a payment and your order t...
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The "Whoops! We hit a snag loading your data" error can appear due to temporary software glitches or data loading issues within TurboTax. Since you aren't trying to make a payment and your order total is $0, and you've tried common fixes like different browsers, incognito mode, and changing your address, here are some additional steps you might try: 1. Clear your browser's cache and cookies fully to remove any corrupted data. 2. Ensure your browser is updated to the latest version. 3. Disable any browser extensions or plugins that might interfere with site loading. If these steps still don't resolve the issue, this situation is likely a temporary glitch in the software loading process that TurboTax is actively working to fix.
17 hours ago
The first-time homebuyer's exception to the early distribution penalty based on 72(t)(2)(F) is included in the exceptions when your early distribution comes from an IRA. It is not a valid exception ...
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The first-time homebuyer's exception to the early distribution penalty based on 72(t)(2)(F) is included in the exceptions when your early distribution comes from an IRA. It is not a valid exception for an early distribution from a retirement plan and will not be shown in the list of valid exceptions for this type of distribution.
There are certain distribution codes that do not trigger the exceptions to the early distribution penalty. If your Form 1099-R has one of those distribution codes, or your distribution is not subject to the early distribution penalty for another reason, then Form 5329 will not be included as part of your return.
To learn more, take a look at the following information from the IRS:
Retirement topics - Exceptions to tax on early distributions
17 hours ago
Your date of payment stays valid. It may take the IRS up to 10 days to debit your account during this time of the tax season.
Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire...
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Your date of payment stays valid. It may take the IRS up to 10 days to debit your account during this time of the tax season.
Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.
18 hours ago
Yes, property taxes based on the value of the property are deductible as part of itemized deductions on your Federal return. The are included in the state and local tax section of the Schedule A, so...
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Yes, property taxes based on the value of the property are deductible as part of itemized deductions on your Federal return. The are included in the state and local tax section of the Schedule A, so they are subject to the $40,000 SALT (state and local tax) limitation that is currently in place.
Take a look at the following TurboTax help article to learn more:
Claiming Property Taxes on Your Tax Return
18 hours ago
My 2020 is on my Products page. Federal downloaded, but State balked. My 2021 isn't on my Products page. I'll have to call Intuit and see if they can restore these.
18 hours ago
From the dashboard I am looking for the states tab specifically Minnesota
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18 hours ago
@BTRR I log in here: https://shopping.turbotax.intuit.com/unified/downloads?route=myaccounts __________________________ Like I've already said, even if you find a 2021 download there, it's un...
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@BTRR I log in here: https://shopping.turbotax.intuit.com/unified/downloads?route=myaccounts __________________________ Like I've already said, even if you find a 2021 download there, it's unlikely you can install it. But you can try....it probably won't recognize/accept your license code...give it a shot if you want.
18 hours ago
Thanks again for your response. I'll try to respond in kind, and try to keep from making things more complicated than they already are: 12 APRIL - initial filing, a joint return which I comple...
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Thanks again for your response. I'll try to respond in kind, and try to keep from making things more complicated than they already are: 12 APRIL - initial filing, a joint return which I completed and submitted for my wife and myself (like every year). I don't recall being asked about past AGIs, and everything seemed fine when I submitted. 15 APRIL - received email from TurboTax ("TT") saying "Your federal tax return was rejected. Don't worry--we can help you get it fixed." I clicked a button titled 'Fix and re-file my return,' during which I was prompted to enter last year's AGI for my wife. I located the 2024 return (also a joint spouse return), and saw the AGI was the same for each of us (I think that's normal in joint spouse returns). I entered the amount and resubmitted. 18 APRIL - received email from TT saying "Your federal tax return was rejected. Don't worry--we can help you get it fixed." Exactly a repeat of what I'd received on the 15th. Thinking I must have flubbed the number, I clicked the 'Fix and re-file my return' button and proceeded to the AGE input screen to make the correction again. In the space for entering the AGI value was a zero, and above it was the message "the IRS has already rejected this amount:" I initially thought yep, I'd flubbed it and somehow left it blank, and then proceeded to enter the same number into the space that I'd meant to enter on the 15th. As I hovered my cursor over the space, my browser's Autofill function showed me the exact number I was about to enter (the Autofill function is what shows you your own phone number or address when you're about to enter it into a webpage, based on entries you've previously made on similar webpages). Even though Autofill proved I'd previously entered the right amount I entered it again, thinking I must have clumsily erased that figure somehow, or in some other way messed it up when I resubmitted on the 15th. After all this on the 18th, I searched the site for a way to call or chat for assistance. The closest thing I could find is a callback feature, where the user can ask to be contacted via phone by TT/Intuit. Problem is, the space for entering a contact number doesn't accommodate international numbers, and my phone number is a German #. So I sought out a forum to ask some questions, and voila - this is where I entered the original (fat-fingered) question about my AGI being "excactly" the number on the 2024 forms. Whew, that's a lot, and if you read it all I REALLY appreciate the help! As for my mingling of pronouns, I guess that's because though I did the filing/submitting/resubmitting, it's a joint spouse return and so therefore "our" return. Didn't mean to muddy the waters on that point. I'm not sure if I qualify for the military extension, since I am not active duty. I am retired from active duty, but that was eons ago, and currently I am a civil servant (GS). I'll ask around about the 2-month extension. But, as you say, if we're receiving a refund late filing isn't penalized. We are actually receiving a refund, so if that's true it's one less thing to worry about. My initial question about being penalized came from the knowledge that a postmark on 20 April or before is the 'grace period' (one of many things I'd googled before entering the original post), but that another rejection would be after that date - the 21st). Thank you again for your patience and thoughtful responses.
19 hours ago
@SteamTrain - I have the installation code. In order to download TT, what is the page I should go to? I want to make sure I'm going to the correct page. Thanks!
21 hours ago
Why does it not show my taxes paid?
Topics:
22 hours ago
I’m hoping someone can help me out….and I apologize in advance if I am not using the correct tax terms. In summer 2025, I found out I was not eligible (income too high) to make ROTH IRA contribut...
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I’m hoping someone can help me out….and I apologize in advance if I am not using the correct tax terms. In summer 2025, I found out I was not eligible (income too high) to make ROTH IRA contributions in 2024 and 2025. I was told I could make “back door” ROTH IRA contributions by first contributing to a Traditional IRA (no income restrictions and can contribute up to $8000), then converting the Traditional IRA contributions into a ROTH IRA. So that is what I did, but I need help to document this on my 2025 tax return. The following is the chronology of events: 14 October 2025 - I called my ROTH IRA custodians (T.RowePrice and Vanguard) to reverse the 2024 ROTH IRA contributions. The amount I received from T.RowePrice (TRP) is broken down as follows: $2300 from 2024 ROTH IRA contributions made in 2024 $683.14 from earnings on the 2024 ROTH IRA contributions made in 2024 $230 from 2024 ROTH IRA contributions made in January 2025 $43.65 from earnings on the 2024 ROTH IRA contributions made in 2025 (TRP total 1: $3256.79) The amount I received from Vanguard (VAN) is broken down as follows: $3220 from 2024 ROTH IRA contributions made in 2024 $720.11 from earnings on the 2024 ROTH IRA contributions made in 2024 $460 from 2024 ROTH IRA contributions made on 14 April 2025 $102.87 from earnings on the 2024 ROTH IRA contributions made in 2025 (VAN total 1: $4502.98) 26 November 2025 - I called TRP and VAN to reverse the 2025 ROTH IRA contributions I made. The amount I received from TRP is broken down as follows: $1150 from 2025 ROTH IRA contributions made in 2025 $63.81 from earnings on the 2025 ROTH IRA contributions made in 2025 (TRP total 2: $1213.81) The amount VAN distributed for 2025 contributions and earnings is broken down as follows: $1150 from 2025 ROTH IRA contributions made in 2025 $172.50 to cover the federal tax (15%) (VAN total 2: $1322.50) The $1322.50 was put into a VAN settlement fund. 1 December 2025 – The $1322.50 that was held in the VAN settlement fund was used to contribute to a VAN Traditional IRA fund. However, for reasons I still do not understand, only $1314.75 was contributed to the VAN Traditional IRA. 9 December 2025 – I called VAN to convert the amount in my VAN Traditional IRA ($1314.75) into my VAN ROTH IRA. Over the 8 days from contributing to the VAN Traditional IRA, the $1314.75 amount grew to $1315.86. $1315.86 from my VAN Traditional IRA was converted to my VAN ROTH IRA. 23 December 2025 - I contributed $4470.60 into my TRP Traditional IRA. Note, the $4470.60 is the sum of amount I received from TRP on 14 October ($3256.79) and 26 November ($1213.81) 29 December 2025 – I called TRP to convert the funds in my TRP Traditional IRA into my TRP ROTH IRA. The $4470.60 that was originally contributed on 23 December 2025 grew to $4473.17 on 29 December 2025. Of the $4473.17, $3579.05 was converted to my TRP ROTH IRA and $894.12 was held for federal taxes. TRP sent me the following tax forms: TRP#1 1099-R box 1: $1487.46; box 2a: $107.46; box 7: J8 distribution code TRP#2 1099-R box 1: $2983.14; box 2a: $683.14; box 7: JP distribution code TRP#3 1099-R box 1 : $4473.17; box 2a: $4473.17; box 2b : taxable amount not determined-checked; total distribution-checked; box 4: $894.12; box 7: 2 distribution code; IRA/SEP/SIMPLE-checked Reverse engineering the TRP math, I figured out the following: TRP#1 1099-R box 1 ($1487.46) shows the 2025 ROTH IRA contributions made in 2025 ($1150) and earnings ($94.69) PLUS the 2024 ROTH IRA contributions made in 2025 ($230) and earnings ($12.77). The earnings ($94.69 + $12.77) equals the taxable amount shown in box 2a ($107.46) TRP#2 1099-R box 1 shows the 2024 ROTH IRA contributions made in 2024 ($2300) and earnings ($683.14). The earnings $683.13 is the taxable amount shown in box 2a. VAN sent me the following tax forms: VAN#1 1099-R box 1: $597.16; box 2a: $137.16; box 4: $34.29; box 7: J8 distribution code VAN#2 1099-R box 1: $4180.15; box 2a: $960.15; box 4: $240.04; box 7: JP distribution code VAN#3 1099-R box 1: $1314.75; box 2a: $0; box 7: N distribution code VAN#4 1099-R box 1: $1315.86; box 2a: $1315.86; box 2b: taxable amount not determined-checked; total distribution-checked; box 7: 2 distribution code; IRA/SEP/SIMPLE-checked Reverse engineering the VAN math, I figured out the following: VAN#1 1099-R box 1 ($597.16) is the sum of 2025 VAN ROTH IRA contributions I made in 2025 ($460) PLUS earnings ($137.16). The earnings is the taxable amount shown in box 2a. VAN#2 1099-R box 1 ($4180.15) is the sum of 2024 VAN ROTH IRA contributions made in 2024 ($3220) PLUS earnings ($960.15). The earnings is the taxable amount shown in box 2a. NOTE, I did not do anything with the $4502.98 I received from VAN on 14 October 2025. This $4502.98 is sitting in my bank checking account. Can someone please walk me through this and tell me what numbers need to be entered onto which lines on the various forms and worksheets (eg. IRA Contrib Wks, IRA Info Wks, Form 5329)? I am so sorry to write such a long post. But I wanted to provide as much information as I could so the correct solution can be determined. Thanks so much for the help!!
yesterday
OKAY