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Please read carefully.   That "flex loan" requires  you to pay interest.
I believe that the Live and Full Service programs will only help with 2025, and not a 2024 amended return. However, you could contact customer support to make sure.   Questions:   You can c... See more...
I believe that the Live and Full Service programs will only help with 2025, and not a 2024 amended return. However, you could contact customer support to make sure.   Questions:   You can contribute for 2025 up through April 15, 2026, so you have plenty of time to figure things out.  Do you know at this point, whether you qualify for a Roth IRA or will be doing a backdoor conversion? I assume you made the regular withdrawal in 2025 while preparing your tax return?   Does your 2024 form 5329 contain a 6% penalty on part IV line 25? Do you have any pre-tax money in any traditional IRA account? Did you make the 2024 contribution before April 15, 2025, and did you report the pre-tax contribution on your 2024 tax return?   Principles   It is too late to remove the excess Roth contribution in a way that will avoid penalties in 2024.   If you reported the excess contribution using form 5329 on your 2024 return, then there is nothing to amend for 2024.  However, you will need to amend if you did not also report the traditional IRA contribution.     It doesn't just "look like" you made excess contributions, you did in fact make excess contributions.  If you made both a $7000 Roth contribution and a $7000 traditional IRA contribution for tax year 2024 (prior to April 15, 2025) then you contributed $7000 excess.  That's what actually happened no matter what you intended.    Conversions happen when they happen, they are not retroactive like contributions.  So if you made a 2024 contribution in 2025 (before April 15), and then did the conversion a few days later in 2025, the contribution is reported on your 2024 return but the conversion is reported on your 2025 return. This is perfectly ok and not a problem, the conversion is still tax-free as long as you don't have other pre-tax funds in any traditional IRA.    The regular Roth withdrawal you made in 2025 will be reported on a 1099-R for 2025, and when you add that to your tax return, it will remove the holdover excess contribution, so there will be no ongoing penalty (but you still can't remove the penalty from the 2024 return).    This situation will not interfere with a normal "backdoor" IRA for 2025.  You can make a non-deductible contribution to a traditional IRA for 2025 (any time from now until April 15, 2026), and convert it to a Roth IRA.  As long as you have no other money in a traditional IRA, the backdoor conversion will be tax free, and it will not interfere with the issue of clearing the 2024 excess. 
Another question regarding licenses:  If I'm required to use WIN11, and my computer Hardware is a little too old then i have to get a new one.     But if I used up my 5 installs on my previous years ... See more...
Another question regarding licenses:  If I'm required to use WIN11, and my computer Hardware is a little too old then i have to get a new one.     But if I used up my 5 installs on my previous years TT , will intuit do the right thing and allow me to migrate the old TT's  to the new PC?   can i unregister an obsolete computer?   BTW  according to AI :  As of late 2025, approximately 36% to 42% of PC users are still on Windows 10, according to various sources like Statcounter , Tom's Guide, and The American Prospect. Despite Microsoft ending security support for the operating system in October 2025, many users continue to use it due to factors like hardware incompatibility with Windows 11 or a reluctance to upgrade.    You listening Intuit?
No, you cannot change it.   The IRS does not allow you to change banking information after you file your tax return.    If the refund goes to a wrong or closed account, it is sent back to the IRS and... See more...
No, you cannot change it.   The IRS does not allow you to change banking information after you file your tax return.    If the refund goes to a wrong or closed account, it is sent back to the IRS and then the IRS issues a paper check and mails it to the address you used on your Form 1040.   Here is what the IRS says about entering incorrect banking information https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers/irs-procedures/refund-inquiries/refund-inquiries-18     If your refund is sent back to the IRS—- make certain that the address you entered on your Form 1040 is correct.  And…open all mail, even if it looks like junk mail.  
2024 Tax refund was filed but my checking account routing number is wrong by one digit. I never got the money for the return, is there any way I could change it?
I use TurboTax Advantage. Never got the email that TurboTax 2025 was ready to install.  Website showed the error message 'We're hitting a snag, but we're working fast to fix it. Please try again lat... See more...
I use TurboTax Advantage. Never got the email that TurboTax 2025 was ready to install.  Website showed the error message 'We're hitting a snag, but we're working fast to fix it. Please try again later.' Customer service was able to order it by phone and I got the email, but when I log in and try to download, get the same error.  This has gone on for days, and there is no way to get to someone in technical support to get an estimate when it will be fixed.  How do I get to someone who will fix this problem?
Everyone.....If you are having trouble.   Check through all the items on this article, especially the Frequently asked questions section. There is a phone number posted in several places. https://tt... See more...
Everyone.....If you are having trouble.   Check through all the items on this article, especially the Frequently asked questions section. There is a phone number posted in several places. https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8  
I'm not able to upload the tax return
@Biohacker1945   Clients?  Then you can't use Turbo Tax at all.  You would have to buy a professional program like Intuit Lacerte or ProSeries to prepare returns for clients.     And to prepare mor... See more...
@Biohacker1945   Clients?  Then you can't use Turbo Tax at all.  You would have to buy a professional program like Intuit Lacerte or ProSeries to prepare returns for clients.     And to prepare more than five e-files, you will need to sign up with the IRS as an ERO - an Electronic Returns Originator.
I will not use Windows 11 and I'll move to Linux before I do. I will search for an alternative to preparing taxes for my clients.
There are 2 different loans you can get. There is a Flex Loan you can get before you file your 2025 return or the Refund Advance when you file  your 2025 tax return.   Apply for a Flex Loan https:... See more...
There are 2 different loans you can get. There is a Flex Loan you can get before you file your 2025 return or the Refund Advance when you file  your 2025 tax return.   Apply for a Flex Loan https://turbotax.intuit.com/personal-loan What is the Turbo Tax Flex Advance? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8  
Online System Requirements https://ttlc.intuit.com/community/system-requirements/help/turbotax-online-system-requirements/00/25787   If  it works to start then there won't be  anything later that ... See more...
Online System Requirements https://ttlc.intuit.com/community/system-requirements/help/turbotax-online-system-requirements/00/25787   If  it works to start then there won't be  anything later that won't work.  It's all or nothing.  And the Online version is free to start.   You don't need to pay until you are  ready to file.  
I'm hoping that online products are mostly OS agnostic as long as you've got the right browser type and version, but I'd like confirmation from the developers before I get two thirds of the way throu... See more...
I'm hoping that online products are mostly OS agnostic as long as you've got the right browser type and version, but I'd like confirmation from the developers before I get two thirds of the way through my filing and encounter some critical control that doesn't work.
Similar ro emerald advance
Windows 10 Consumer Extended Security Updates (ESU) https://www.microsoft.com/en-US/windows/extended-security-updates
I only see a draft "C" on the IRS site. That should get you close enough for drafts of Government work. TT will not update until the IRS does.
If TT will not support Windows 10 ESU (which will be available minimally until October, 2026), then I'm going to find a new tax software vendor.  To force users to upgrade to Windows 11 (an inferior ... See more...
If TT will not support Windows 10 ESU (which will be available minimally until October, 2026), then I'm going to find a new tax software vendor.  To force users to upgrade to Windows 11 (an inferior OS platform by many tech measures), is utterly ridiculous.  Did the product people think through this one?