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Please continue to check back as many sections are being updated.   TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not ha... See more...
Please continue to check back as many sections are being updated.   TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.     If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."   Click here for Can I pay with my refund?   The feature may not be open yet, as the IRS just started accepting e-filed returns yesterday  (January 26, 2026).    Make sure your program is updated and try some of the steps below.    TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.    Go out of your program, close your browser and go back in. Clear your cache and cookies. Try a different Web Browser. For further instructions on how to clear cache and delete cookies, please see the links below:   Click here for How to clear your cache.   Click here for How do I delete cookies? Please return to Community if you have any additional information or questions and we would be happy to help.
I need to leave it blank like it looks on the W-2 form, but wont let me continue without a number.
IT-203 NY Non-Resident both this year and last year. Thanks.
Although the forms availability table indicates that Form 8606 is ready to e-file, updates for retirement calculations are being phased in over several days.   We recommend that you wait a few da... See more...
Although the forms availability table indicates that Form 8606 is ready to e-file, updates for retirement calculations are being phased in over several days.   We recommend that you wait a few days for additional TurboTax Online updates to be released, which should resolve the experience you're having with Form 8606.
No.  It will not be a problem that your address is not matching your current address on the W-2.  The most important thing on your W-2 is your social security number and your name.  
Apologies if this is a repeat but I tried posting this three times and never got a link or could find the post. TurboTax is making me upgrade to file my return due to form 8959. I do not meet any of ... See more...
Apologies if this is a repeat but I tried posting this three times and never got a link or could find the post. TurboTax is making me upgrade to file my return due to form 8959. I do not meet any of the requirements for this form and I do not want it. I tried to delete it but it keeps prompting me to upgrade. The cost of upgrading is almost as much as my return. Please let me know how to remove this requirement.
No the address on your W-2 will not be a problem.   Just make sure your Social Security number is correct.   And...in MY INFO make sure you enter the correct current mailing address so that the I... See more...
No the address on your W-2 will not be a problem.   Just make sure your Social Security number is correct.   And...in MY INFO make sure you enter the correct current mailing address so that the IRS knows where to mail you a letter or a check.
An IP PIN (Identity Protection PIN) which is a 6-digit number that the IRS provides to taxpayers to validate their identity, you will need to contact the IRS.  Refer to the following TurboTax Help ... See more...
An IP PIN (Identity Protection PIN) which is a 6-digit number that the IRS provides to taxpayers to validate their identity, you will need to contact the IRS.  Refer to the following TurboTax Help articles What's an IP PIN? Do I need one? and How do I get my 6-digit IP PIN?
If you have qualified higher education expenses, your early IRA distribution is exempted from the 10% penalty up to the amount of these expenses.   Please read this TurboTax Help topic.   In ... See more...
If you have qualified higher education expenses, your early IRA distribution is exempted from the 10% penalty up to the amount of these expenses.   Please read this TurboTax Help topic.   In TurboTax, please follow these steps: After you have entered all your forms 1099-R, on the summary page Review your 1099-R Info, click Continue  Follow the interview until you arrive at the page titled Did you use your IRA to pay for any of these expenses? Enter the amount of your education expenses in the box next to Higher education and click Continue Your early withdrawal penalty will be waived.
An IP PIN (Identity Protection PIN) which is a 6-digit number that the IRS provides to taxpayers to validate their identity, you will need to contact the IRS.  Refer to the following TurboTax Help ... See more...
An IP PIN (Identity Protection PIN) which is a 6-digit number that the IRS provides to taxpayers to validate their identity, you will need to contact the IRS.  Refer to the following TurboTax Help articles What's an IP PIN? Do I need one? and How do I get my 6-digit IP PIN?
  https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situ... See more...
  https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.  
Although I changed my address on my account on PrimePay, whenever I download the W2 form still shows the old address
NY taxes a percentage of the total income. If you properly allocate the NY wages, the correct percentage will be used. States use one of two methods to determine the tax on your income.  One method... See more...
NY taxes a percentage of the total income. If you properly allocate the NY wages, the correct percentage will be used. States use one of two methods to determine the tax on your income.  One method adds up the income earned in that state and taxes it. This is less common. NY and many other states use Ratio and Allocation/ Apportion Method.  The ratio method computes the tax on your total income and then multiplies it by the percentage earned in that state. You can see that NY line 36 is the full amount of taxable income. Continue going down to line 45 to see the % that NY is taxing of that amount.   Reference: NY part-year and nonresident
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
I tried to recreate your situation in TurboTax and was able to itemize on both returns.  TurboTax will choose the deduction that is the most beneficial to you on each tax return.  Your itemized deduc... See more...
I tried to recreate your situation in TurboTax and was able to itemize on both returns.  TurboTax will choose the deduction that is the most beneficial to you on each tax return.  Your itemized deductions when adjusted for New York State tax laws might not be enough to surpass the standard deduction for your New York State Tax Return.   For New York State Tax Returns, the standard deduction may be selected even if you itemized your deductions on your federal return.  New York State has different limitations on allowable expenses (sometimes lower).  because NYS has different, often lower, limitations on allowable expenses, causing the standard deduction to be chosen over itemized deductions.    You can try deleting your state tax return and re-enter it.    Click here for How do I delete my state return in TurboTax Online? Click here for How do I delete my state return in TurboTax Desktop for Windows? You can also preview your tax return using these links:  How do I preview my TurboTax Online return before filing? How do I preview my return in the TurboTax Desktop software? You may be able to see what deduction is being limited by New York State.   Click here for information on Turbo Tax Support. Please return to Community if you have any additional information or questions and we would be happy to help.  
Why do you believe it is wrong?  Did you verify the numbers with your final check stub of the year? If box 1 doesn't match box 3, it could be that you had a retirement plan or other benefits tha... See more...
Why do you believe it is wrong?  Did you verify the numbers with your final check stub of the year? If box 1 doesn't match box 3, it could be that you had a retirement plan or other benefits that were not federally taxable. If this is the situation, then it is not actually an error.  Some things are not taxed by the IRS but are taxed by Social Security. If the amount is just wrong because you made a lot less or a lot more or there is a typo, then you should contact your employer first and ask for a corrected W-2.  This is the easiest and best option. If they refuse to fix it, then you should contact the IRS who will then send a letter to your employer and you will need to fill out form 4852 in TurboTax.   If your employer will not make the correction, then you can take the following steps: Enter the W-2 as you believe it should be Select continue In the screen the says Let's check for other situations select Didn't get a W-2 or received and incorrect W-2 Answer yes to do you still want to complete a substitute W-2 Continue through and answer the questions You will need to explain what you did to get it resolved th your employer and also how the calculations are incorrect
Dear Community: My mother died in Dec 2024. I filed her final 1040 in March 2025. I filed her estate's first and final 1041 in November 2025. I received a 1099-LTC for 2025 made out to my deceased ... See more...
Dear Community: My mother died in Dec 2024. I filed her final 1040 in March 2025. I filed her estate's first and final 1041 in November 2025. I received a 1099-LTC for 2025 made out to my deceased mother with her social security number; the "reimbursement" box is checked on the 1099-LTC. Her assisted living expenses were submitted for reimbursement and the expenses far exceeded the reimbursement. Her assisted living expenses were submitted taken as a deduction on her last 1040 for 2024. Do I need to submit the 1099-LTC as part of the estate and file an amended 1041? Or will the  1099-LTC not be taxable because her assisted living expenses far exceeded the reimbursement? I have seen postings that the 1099-LTC is for informational purposes because the amount would not have been taxable. And I have seen I need to amend the 1041, but in that scenario there wouldn't be any assisted living expenses to offset the reimbursements. Thank you.