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TurboTax will not automatically find a tax data file (.tax2024) if it was not saved by TurboTax on that computer. On the opening screen in TurboTax click "Find a Tax File" to locate the downloaded .tax2024 file and open it. Once you have saved it from the desktop software on the computer, TurboTax will find it after that. If your downloaded tax file contains a state tax return you have to install the state software before you can open the file.  

Yes, if the traditional IRA contribution made for 2025 was not reported on your 2025 tax return, you'll need to do that.  I would file Form 8606 along with Form 1040-X.  The Form 1040-X will show that there are no changes to your already-filed 2025 tax return other than to add the Form 8606 to report the nondeductible traditional IRA contribution.   You are correct about what the 2025 From 8606 need to show.

The TurboTax Capital One error 4000, something happened and we can't connect to Capital One usually indicates a temporary server communication failure between Capital One and Intuit. This can be caused by high traffic. Waiting 24 hours usually resolves this connectivity issue.   Please return to Community if you have any additional information or questions and we would be happy to help.

Dear TT Experts,   I just took another look at my two (2) Forms 1099-B which I only entered the summaries in TT.   Both Forms stated that the basis was reported to the IRS. Is that the reason that TT did not give advise to mail the forms to IRS Austin?   More importantly, does this mean I need NOT mail the forms to Austin, after I e-file my return?   Thank you so much! 

It depends. If you are the sole heir without court-appointed proceedings, you should file Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, along with the final tax return, to claim the refund. Representatives who aren't court-appointed must include Form 1310 to claim any refund.    If there is a court-appointed representative, then IRS Form 56 is required.   Any appointed representative must sign the return. If there's no appointed representative and no surviving spouse, the person in charge of the deceased person's property must file and sign the return as "personal representative." You would answer "no" to items 2a and 2b on Form 1310 to indicate that there was no court appointment and there will not be one.   See this IRS tax tip, this one, and this blog from the Taxpayer Advocate Service. Refunds for returns with Form 1310 may be significantly delayed.   See also IRS Publication 559 and this TurboTax tips article for more information.   My condolences on your loss.  

Try these steps.   In TurboTax Online, enter the rental activity assets by following these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Income. Scroll down to Rentals, Royalties, and Farm.  Click down arrow to the right. Click to the right of Rental Properties and Royalties. At the screen Your 2025 rentals and royalties summary, click the pencil icon to the right of the rental. At the screen Here's rental property info, click the pencil icon to the right of Assets. At the screen XXX depreciable assets, click Add. Rental property income is reported on Schedule E Supplemental Income and Loss.  See also this TurboTax Help.    @snapdragon2012       

You cannot set up a payment plan through TurboTax to pay for your TurboTax fees. TurboTax fees must be paid  by credit card or deducted from your refund.    However, you can file your tax return through TurboTax, and pay by check. You can also request an IRS payment plan using Form 9465 to pay your tax debt over time.    And you can set up a payment plan directly through the IRS Online Payment Agreement tool. You can apply directly using that link.   You can also submit Form  9465 through TurboTax if you have not filed yet. See this link for more details. Can I set up a payment plan for my taxes?   Also see: Unable to Pay Your Tax Bill? Here’s What To Do  Please return to Community if you have any additional information or questions and we would be happy to help.

Thank you. After puzzling for an hour and digging into forms (before I got your reply), I gave up, closed TT and had dinner. I reopened and it's now working... weird and one of many TT idiosyncrasies. But I greatly appreciate your prompt and clear reply! 

@prasanth-kotaru you spouse can  file Separate for the NC State return..... from the NC Dept of Revenue website:    "The filing status claimed on the federal return must also be claimed on the North Carolina income tax return.  Generally, if the taxpayer has not filed a federal income tax return, the taxpayer must claim the filing status to which the taxpayer is entitled under the Internal Revenue Code.  However, for a married couple filing a joint federal income tax return, if either the taxpayer or the taxpayer’s spouse is a nonresident and has no North Carolina taxable income for the taxable year, the filing status married filing separately may be claimed on the North Carolina income tax return.  Importantly, once a joint return is filed, separate returns may not be filed for that year after the due date of the return."

@ RajeevLimaye wrote: I tried the IRS Website to file an extension. Turbotax is NOT listed as IRS partner. I wonder why IRS kicked out Turbotax as their partner?  Choose an IRS Free File partner You can file an extension with one of these partners:   That's the wrong page at the IRS website.    You didn't use the link I provided above.  The page you listed is for tax return partners affiliated with the IRS for free tax return preparation.  TurboTax does not participate in that Free File program, and neither does H&R Block.  They both dropped out 3-4 years ago.      To file an extension request at the IRS website and pay the tax due amount you simply make a tax payment and designate the reason as "extension" (see steps lower down in my answer.)   Here are direct links:   To file an extension at the IRS website and pay out of bank account: https://www.irs.gov/payments/pay-personal-taxes-from-your-bank-account   To file an extension at the IRS website and pay by credit/debit card (be careful re: card fees) https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card   After you choose one of those methods, you will get a webform to fill out.  For example, if you pay out of your bank account, the form will have these fields: Apply payment to:  "Form 1040 - Income Tax" Reason for Payment:   Extension Tax period:  2025 Next screen:  Verify your identity by answering some questions from a prior return of your choice Continue answering screens and make the payment. When finished, print out your confirmation.

For TurboTax fees?    Did you choose refund processing and has your federal refund been offset or delayed?   Is TurboTax getting ready to go in to your account to take out the fees?   Did you choose to have your TurboTax fees deducted from your federal refund?  Is your refund taking an unusually long time to arrive?  Or was your refund seized to pay a debt you owed? if so, you signed an agreement that says TT can withdraw its fees from your account.  TurboTax would have sent several emails to you before they took the money out of your account.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/bank-account-auto-debited-turbotax-fees/L3rDdVynu_US_en_US?uid=m6bdgedq   TURBOTAX SAYS: How do you justify debiting my account? The provision is spelled out in the Pay With My Refund Agreement, which you agreed to when you opted to pay with your refund. In addition, by clicking the "I Agree" button below, you electronically sign and authorize Intuit (through its third party processor) to debit the TurboTax Fees, Additional Products and Services Purchased and any applicable sales tax from your bank account number identified in the Agreement below, in the event that you do not receive a tax refund that is sufficient to pay for them.           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  

You likely have received one IRS form W-2 with the income reported to a variety of states.   In most cases, the total of all of the box 16's will total box 1 income.   If this is the case, report the one W-2 box 1 through box 14.   Report each of the multiple state taxes boxes 15 through 17 as they are listed.    

It is only required in certain situations; the requirements are the same for 2025 as they have been in the past.   When do I have to mail in my 1099-B?   Maybe your entries were not summarized this year.....As long as your return doesn't contain Form 8453 and you entered all of your 1099-B information, you do not need to mail anything in.   

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     Your 2024 returns can only be filed by mail.   Print, sign and date them in ink, and mail them in.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.