All Posts
a week ago
If you did not file a 2020 return you can still file the return by mail now, but you will not receive a refund. A 2020 refund has been forfeited and will not be paid to you by the IRS. If you owed...
See more...
If you did not file a 2020 return you can still file the return by mail now, but you will not receive a refund. A 2020 refund has been forfeited and will not be paid to you by the IRS. If you owed tax due for 2020, it is still owed with late filing penalties and interest.
E-filing is closed for 2020 tax returns. The only way to file a 2020 return is to print it, sign and date it in ink, and mail it in.
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
a week ago
Topics:
a week ago
No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word ...
See more...
No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word “refund.”
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
a week ago
Topics:
a week ago
See https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US Call the number listed in the above link.
a week ago
It's over, unfortunately. The last day was 10/20/25 which was extended for several days, but it appears to be gone at this point.
a week ago
https://turbotax.intuit.com/personal-loan
a week ago
https://turbotax.intuit.com/personal-loan
a week ago
Topics:
a week ago
Hi @clamp1455 If you're in TurboTax Online, select "Intuit Account" on the bottom left of your screen. You can also log into https://accounts.intuit.com/ Under "Products & billing" and "Payment m...
See more...
Hi @clamp1455 If you're in TurboTax Online, select "Intuit Account" on the bottom left of your screen. You can also log into https://accounts.intuit.com/ Under "Products & billing" and "Payment methods", you may find what you're looking for. Be sure you're in the correct account. Here's a related help article: I need help signing in to my Intuit Account Another option is to search keywords in your email inbox.
a week ago
Topics:
a week ago
I just learned that Itsdeductible was taken offline last month. I didn't see the messages as they were filtered to a spam folder. It would have been nice if earlier this year they put a message in th...
See more...
I just learned that Itsdeductible was taken offline last month. I didn't see the messages as they were filtered to a spam folder. It would have been nice if earlier this year they put a message in the app saying it was coming down soon, but maybe I just missed it. I loaded a ton of deductions from a purging of children's clothes/toys earlier this year and would love to have that data. Has anyone had luck with Intuit emailing those exports?
Topics:
a week ago
You stated that "grants covered my tuition".
There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship. The student must be half time or more...
See more...
You stated that "grants covered my tuition".
There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship. The student must be half time or more. The student reports all his scholarship, up to the amount needed to claim the American Opportunity Credit (AOC), as income on his return. That way, the parents (or himself, if he is not a dependent) can claim the tuition credit on their return. They can do this because that much tuition was no longer paid by "tax free" scholarship. You cannot do this if the conditions of the grant are that it be used to pay for qualified expenses.
Using an example: Student has $10,000 in box 5 of the 1098-T and $8000 in box 1. At first glance he/she has $2000 of taxable income and nobody can claim the American opportunity credit. But if she reports $6000 as income on her return, the parents can claim $4000 of qualified expenses on their return.
Books and computers are also qualifying expenses for the AOC. So, extending the example, the student had another $1000 in expenses for those course materials, paid out of pocket. She would only need to report $5000 of taxable scholarship income, instead of $6000.
The IRS actually encourages use of this technique. From the form 1040 instructions: “You may be able to increase an education credit if the student chooses to include all or part of a Pell grant or certain other scholarships or fellowships in income. For more information, see Pub. 970, the instructions for Form 1040 and IRS.gov/EdCredit". PUB 970 even has examples of how to do the “loop hole”.
A student, with little or no other income, can have up to $15,750 of taxable scholarship and working income (in 2025) and still pay no income tax.
a week ago
Just out of curiosity, the inherited IRA and stocks account that isn't part of the estate, does that qualify for the state of Pennsylvania, too? My father willed everything to me (house, small piece ...
See more...
Just out of curiosity, the inherited IRA and stocks account that isn't part of the estate, does that qualify for the state of Pennsylvania, too? My father willed everything to me (house, small piece of land, 2 cars, checking/savings) and also had both an IRA and stocks account that had me listed as the beneficiary. If the stocks and IRA accounts aren't part of the estate, then I should not owe inheritance tax on that, correct? As of today, I'm being charged 4.5% on what I inherited for the inheritance tax. Including the IRA and stock accounts.
a week ago
Topics:
a week ago
Do you mean your Advantage membership?
TurboTax Advantage Program:
If you signed up for the Advantage program, you should have received an email in August reminding you that you enrolled, and...
See more...
Do you mean your Advantage membership?
TurboTax Advantage Program:
If you signed up for the Advantage program, you should have received an email in August reminding you that you enrolled, and another one in October reminding you to update your credit card information before the charge was incurred on your account. Did TurboTax have the correct email for you? Check your spam mail if you did not receive the emails.
To cancel Advantage account https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscriptio...
If you get charged for the Desktop program but can't install it, Turbo Tax has a special offer to move to the Online version. See info at the bottom of this Windows 10 End of Life article…… https://ttlc.intuit.com/community/articles/community-news-announcements/turbotax-windows-10-desktop-...
a week ago
I am no longer interested in using Intuit. Therefore I need to cancel my subscription
Topics:
a week ago
Topics:
a week ago
1 Cheer
Yes to the extent you can increase withholding it will reduce the amount of ES owed, and therefore any penalty from the ES being late. ES = Safe Harbor - Withholding (and then divide by 4 for what i...
See more...
Yes to the extent you can increase withholding it will reduce the amount of ES owed, and therefore any penalty from the ES being late. ES = Safe Harbor - Withholding (and then divide by 4 for what is due per quarter by default). This is what Form 2210 is calculating on Lines 1-9, suggest reviewing that. It sounds like you increased withholding for the August gain/loss which was the right thing to do (any maybe helped meet your safe harbor already based on prior year tax?). The only problem for the rest of 2025 is there isn't much time left to increase your withholding, by the time payroll provider processes maybe you can get it higher for December. All this should go into your 2026 planning also - when you file with TT it will generate ES vouchers by default assuming you need to meet 100/110% of your 2025 tax liability, less withholding (which is assumed for 2026 to be the same as 2025). Sometimes this estimate is too high if your situation is steady you only need to pay 90% of 2026 tax. You can update these assumptions under Other Tax Situations / Form W4 and Estimated Taxes including estimates of 2026 income and withholding to optimize the ES projection. If you anticipate more gain/loss in 2026 or say a Roth conversion you may be better off just planning quarterly ES payments based on prior year tax. You can also adjust the ES payments lower later in the year if you revise your estimates and don't need to pay as much, but you can't increase or make one-off ES later in the year to make up for income earlier in the year without a penalty; but you can use withholding any time...