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We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.  

Yes but you can only transfer 2024 into a brand new tax return before you start entering 2025 info.  So for Online you would have to clear and start over.     How to Transfer into the Online version https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953 How to Transfer into the Windows Desktop program https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145 How to Transfer into the Mac Desktop program https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-turbotax-for-mac-software/00/26062

@mauel      Looks like it was a problem last year too...NOBODY bothered to fix it??   Solved: Part Year Resident for NC and NY- Taxes witheld for NC on W2, NC Refund not calculating correctly as I lived there only about 2 months, TurboTax says I owe money to NC ___________________________ @Karis_F   PLEASE report this for getting fixed.  People shouldn't have to be guessing that the first line has to be Not-NC income.  It should work no matter what order the amounts are entered in the W-2 allocation screen.

It depends on what kind of code you have.   If you have a License Code, this is for Desktop software; and if you have an Activation Code, this is for Online software.   These are different software's and codes from one cannot be used in the other one.    For TurboTax Online, you can activate your code to your account on this link.    For TurboTax Desktop, you can download/install your software from this link. 

No.  The control number in box d of the W-2 is not needed to complete and file a tax return.  You can leave it blank (empty). If this does not clear the error then you need to delete the W-2 and re-enter manually.

@wilensdavid    The amount used for credit should be 4k if you are eligible to collect the entire AOC (100% of the first 2k [2k] in expense and 25% of the next 2k [500]) for a total credit of 2500.  If getting the LLC its calculated 20% of expenses up to 10k in expense.  TT will at the least assign 10k to line 18 (for credit) even if that amount is not required to claim that credit.  It may even assign all you 1098qt amount, thereby not allowing the excess to offset your 1099q.  What you need to do is before making any adjustments to the credit line is determine how much of a credit you are getting and which one.  Then adjust the credit line 18 in the student info worksheet to the amount needed to secure that credit, that will allow any excess amount to flow into the calculation of the 1099q offset.  TT is not doing things right with this area, but it does at least make sure you don;t double count expenses.  If you have more than one dependent for which you are claiming the expenses and getting education credits you need to determine the amount of expenses that are required to maximize the credit for each and adjust accordingly to line 18 in their student info wks. The peoples wks is where you can add expenses for room, board, computers etc for each dependent, though it looks like the interview lets you enter those now.  The program just doesn't seem to function correctly for calculating credits vs allocating expenses. The easiest thing to do is simply omit the 1099q income all together from the return if you know you have records of expenses that offset it.  You would need that in the case where you got an IRS notice to prove your entries, which would be rare, though I do think its misleading and people are going to miss out on refunds as a result of miscalculations in TT.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Did you use the Desktop program installed on the computer OR use the Online version you log into from  your desktop?     How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  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  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  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  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

There appears ro be an error on the NY IT-2105.9 when using the AI that I want to point out.  This is the form used for uneven income.  There is no problem with that page. However line 25 of this page goes to NY 2105.9 Part 3 Line 25 ((No problem there).  Line 26 is filled in from Credit Section of the 1040 where you enter Estimated Payments by Quarter. However for the 4th Quarter it is adding the balance due to this payment.  I have just done an override with the corrwct amount.   Users will be really happen that this mistake will reault in zero penalty, which may not be correct.  Hopefully  this message will get to someone in tech for a correction.