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The data-sharing consent forms will be located in Step 3, of the last process of the Review and File Section. Some documents are required to be signed if you want to file electronically. See the steps below to get to that screen:   From your TurboTax Online home screen select Review and File, and then click on Finish and File. You will see 3 Steps to complete your e-filling process. Share consents are located within Step 3. Here are some other steps you can take to change your data sharing permissions:   Email Privacy Team: Send an email to privacy@intuit.com stating: "I am revoking my consent for Intuit to use or disclose my tax return information for any purpose other than the preparation and filing of my tax return". Intuit Account Manager: Sign in to your account, select Data Privacy, and toggle off "Data used for Intuit products" or "Personalized experiences". Household Data Sharing: In the Turbo app or web, go to View Profile, click or tap the person under "Household," and select Revoke access.  

My GOD! that worked! I checked that someone else is claiming him and his refunds went down so I presume it worked.    Now how do I send it. Do I go through the process to file it again?    Now there is a different challenge. I mailed in his state return from the previous form and he did not owe. Now that I can claim him He now owes the state of IL IRS $33.    Should I just print it again and send the check for the $33? I do not want to efile it because the state costs $25 to efile. Or do I wait for the state to contact him?   I feel like I am almost at the end of this tunnel.     

Since the Pennsylvania Local Services Tax does not figure in to the PA state return, you could combine the amounts of the LST for the Box 14 entry on your W-2.  Its category would be Other deductible state and local tax.  If you are itemizing deductions, TurboTax will automatically add these amounts to your state and local income taxes paid on Schedule A.

You enter your income from the exercise of incentive stock options (ISO's) in the Other Tax Situations section of TurboTax, then Alternative Minimum Tax. In that section, on the screen that says Do you have any of these uncommon situations? choose the first option I exercised ISO's in the 2025, etc... Then work through the rest of that section.

I filled mid march with zero in lines 4a and 4b, as per the Turbotax error.  Unfortunately the IRS accepted the return.  My refund never showed up and the IRS transcript suggest that the IRS computed line 4a for me (with a positive amount) and not 4b.  Line 4b should have been the negative of 4a.  This obviously results in higher computed taxes.   I have not heard from the IRS yet.   It looks like Turbotax has fixed the problem.  Should I file an amended return?

Did you select to pay your tax using TurboTax? or did you select to pay your TurboTax fees using your refund? Check to confirm what it is you need to submit Full Payment for right now.    You can pay TurboTax fees using a credit/debit card or by deducting them from your federal refund (which adds a ~$40 processing fee). State filing fees are typically paid by card during the "File" step, and state taxes owed can be paid directly to the state or via electronic withdrawal.

Yes, you are correct on this. The One Big Beautiful Bill Act (OBBBA) increase the amount of state and local taxes allowed when itemizing deductions.   The deduction on itemized deductions has been increased under the One Big Beautiful Bill Act (OBBBA) passed this year.   STATE AND LOCAL TAXES ... any taxable year beginning in calendar year 2025, $40,000. Key details regarding the 2025 SALT deduction: Married Filing Separately: The cap for 2025 is $20,000. Income Phase-Out: The $40,000 cap is reduced for taxpayers with a modified adjusted gross income (MAGI) over $500,000 ($250,000 for married filing separately). Phase-Out Floor: The deduction cap will not drop below $10,000 ($5,000 for married filing separately) regardless of income level. Duration: The $40,000 cap is effective from 2025 through 2029, increasing by 1% annually, before returning to $10,000 in 2030. Requirement: To claim this deduction, you must itemize your deductions on Schedule A Taxes 2025-2026: OBBBA and How it Impacts You

Yes, it’s important to remind the user base that importing from last year is a convenience, not a necessity: until you get deep into the tax calculations, when the prior year numbers become much more important, in ways the average user will not understand. Bottom line: Intuit continues to damage, delete, and destroy functionality for the desktop product, while steadfastly refusing to respond to users’ inquiries and complaints. There is a large segment of a user base which will never convert to the online product, for reasons of privacy. It is not smart to abuse that segment of your customer base.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

To find the bank information or other payment method used for an IRS tax payment, log in to your IRS Online Account to view your payment history or download a tax transcript. Alternatively, check your filed tax return copy (or 'Filing Instructions' page) or review your personal bank statement for the ACH withdrawal. IRS Online Account: View your payment history to see which bank account was used. Tax Return Copy: Look at the 'Filing Instructions' or Federal Information Worksheet (Part V) in your tax software or paper return for direct debit details.