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@marissa-otto0303  wrote:  "Why am I paying $129 to fill out my own taxes?"   FAQ:  How do I review my fees in TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US   Did you end up in a paid edition?  The charges (or free) depends on what edition one ended up using.   It's possible you either started off in the wrong edition, or perhaps you started in Free Edition but had to upgrade due to something in your return that Free Edition cannot handle.  The Free Edition is only for very simple returns--a Form 1040 with no additional forms/schedules other than Earned Income Credit, Child Tax Credit, and Student Loan Interest.   If you don't think you need Deluxe or higher, and if you haven't already paid, you can downgrade to Free Edition (second FAQ below).  But if there's something that Free Edition cannot handle (first FAQ below), it will ask you to upgrade again.   FAQ:  Why do I have to upgrade from Free Edition? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-editio...   FAQ:  How to I downgrade to a lower priced version of TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...

What amount is shown on your Federal Form 1040, Line 35a? And what amount does the IRS show that they sent when you look at the IRS refund tracker tool?  Is there any message there showing an adjustment? https://www.irs.gov/refunds   Did you also have a state refund that might explain part of the difference?   If so, the state refund comes separately, so do not include it with the Federal refund in an expected refund amount.   The difference of $900 seems unusually high for TurboTax fees, so that amount of difference is not likely to be completely explained by fees, so there must be more to the situation.   Here's how to view your fees:       Log into Online TurboTax and at the Tax Home scroll way down to a section My Account and expand.  There should be a link "View order summary" or "View order details."  (or similar wording)   Who was your refund from?   If you paid fees out of your Federal refund, the refund first goes to a third party bank.  So your refund may have come from a company SBTPG (Santa Barbara Tax Products Group.)    If it was from that company, you can look up your refund info at the SBTPG website.   Choose the "For Taxpayers" portal at: https://www.sbtpg.com/   If the IRS lowered your Federal refund, such as for an error, an offset, etc., you should get a postal letter from the IRS in about 3 weeks explaining why.   Also see this FAQ:   FAQ:Why's my refund lower than the amount shown in TurboTax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-direct-deposit-check-lower-amount-turbotax/L4D3L1d96_US_en_US

The respondent said "The tips MUST be reported.  If they are not reported on a form to the IRS you cannot claim them for the no tax on tips deduction."     Hmm????  That's seems incorrect.  If you worked in a qualifying tipped occupation, and your tips otherwise qualify for deduction, you are entitled to a deduction.      If the tips are not properly disclosed on the W-2, box 7, then your employer completed the form incorrectly.  Your best option is to ask the employer to issue an Amended W-2... or maybe its called a Corrected W-2.  I am not sure.    Anyway, your employer may need to (and should probably) issue amended W-2s for all tipped employees.  (He's not going like you for raising the issue... but that's not your problem.)     If the employer will not issue an amended W-2, legally your are still entitled to the tip deduction.  It part of the law.  A work around would be to  merely deduct your allowable tips from social secuity wages (box 3) input form on turbo tax and input them in as social security tips (box 7).  This should should "trick" the system for purposes of claiming the tip deduction and filing your retrun.  A word of caution, though... the IRS may send you a love letter, asking you to explain why the tips deduction on Schedule 1-A does not agree with the Form  W-2, box 7.  This is not an audit!  Its just a query,  You should be able to simply reply to the letter, explaning how the tips were not properly reported by your employer, and provide the IRS a copy of you final paystub showing the total annual tips.     Of course my suggested work around will result in addition correspondence, all of which is a pain and, besides, most people are afraid of IRS love notes.    Best to get your employer to issue an Amended W-2..  Think of this as your chance to educate him of the finer points of tax law.     Anyway, that's me two cents worth,      

It's 2026 and this issue is still occurring. Years of complaints and still no update to this issue.   Although the page is buggy, I found out that if I enter a value for Schedule B Line 20 and scroll down, no new forms would have been created. Once I clicked Continue and then went Back, the Line 20 remained in some cases and a new form was created. All the other lines in the Schedule B's beside Line 20 get cleared. At this point I do not know what to do.

Online TurboTax saves your return after every screen.  You can come and go.  The best way to exit is to go to the left menu column and scroll way down to the tab Sign Out.    But even if you were close your browser, your return should be saved.

accrued interest paid is deductible in the year you receive the interest payments, but can not exceed the amount received on that particular investment in that year. Any excess paid is carried over to next year and is deductible based on the same limitation rule. on the 1099-Int form there is a place for adjustments which includes accrued interest paid. if you have excess interest paid, you must keep track of it yourself. There's nowhere to note this in TurboTax.