All Posts

Your other remedy for this problem is to file by mail and let the IRS sort out the duplicate use of your SSN.   Print, sign and date your return in ink, and mail it 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.    

maybe this frequent issue - if on desktop check the entries in Forms mode on the 1099-DIV worksheet Box 12 final line "state where the dividends where earned" should be XX not your home state if you have multiple states listed in the grid above.   https://ttlc.intuit.com/community/state-taxes/discussion/oregon-additions-to-income-incorrect-reporting-of-muni-bond-income-from-other-states/00/3862780

It depends. If you have a TurboTax Business account you can use the link below for steps to remove that account. How do I delete my TurboTax Business profile? Please update with additional details if you need further assistance and we will help.   @BBinNY 

Thanks for your help with my 1099-R problem. As you suggested, I did have to delete the two 1099-Rs that contained a reduced value in Box 2a. By entering them and selecting "Yes" for Tax was paid on Gross Distribution, TTX no longer required me to use the Simplified Method Worksheet. 

You are welcome! I just picked random numbers for an example. Yes, the "previous year" references in the in-program Help are assuming that a refund received in 2025 was for 2024 taxes, because that's usually the case. Yes, you can enter the tax payments made for the tax year for which you received a refund in 2025.     

It sounds like partial shares (i.e. less than a full share) was liquidated and the cash proceeds transferred.  It might be listed as cash in lieu. If this is the case, you would have a small sales transaction to report.  If that's not the case, please clarify and provide more information about what you are seeing and where on the Form 1099-B. 

Sorry.  The "Live" experts do not prepare or help with past year returns.   You can use do-it-yourself desktop software or you may seek local paid tax help.     You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     https://www.irs.gov/refunds   Refunds for tax years 2021 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.  TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).       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.          

No. The 1098-T triggers the upgrade.   But, the  1098-T usually goes on the parent's return, not   the student's return.  So, you may be able to remove it, and get back to free version.   Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114

To apply your CA refund to next year's estimated taxes:   Go to your CA return and select Edit When you get the the screen "Your 2025 California taxes are ready for us to check", select Edit next to Other situations (Extension, estimated payments and contributions) On the next screen, select Apply refund to next year On the next screen, enter the amount of your refund that you want applied to your 2026 taxes.