All Posts

When you are in the Georgia state program, click on Income On the screen - Here's the income that Georgia handles differently Under Education On Path2College Savings Plan Contributions, click the start button

@user17709788658    SS?   a 1099-R doesn't have anything to do with Social Security. IF you are attempting to enter your SSA-1099 from Social Security...you are using the wrong software form. The SSA-1099 is in a different menu selection, just below the regular 1099-R form menu selection. ________________________________________   BUT...if you are entering an actual 1099-R (pension, 401k/TSP, but not an IRA) with box 2a somewhat lower due to some after-tax contributions your made....then you do answer YES to that follow-up question....then the box 2a value is used in spite of what the text actually implies. _______________________ Like I said, we really want the software folks to change the question to be what they used in prior years so that they stop misleading people to selecting the wrong answer _______________________________________   Last year (for 2024 taxes)  the question was:     _______________________________ This year (for 2025 taxes), they totally messed it up and needs to be changed:    

Surely someone is referring this issue to their programming staff.  We shouldn't have to fiddle with the dropdown to make it work.  The software needs to be updated to allow multiple downloads from the same institution, as it did in prior years.   We are pleading with you to get this fixed before April 15!

I don’t believe my state, California, needed that form. My form was for federal only as far as they know, and I use the online version. Mine updated fine all was accepted, and I’ve already received my refund. I removed all items and re-entered them. 

Seems the token number was redacted. I will try again:   Your token number is: 9 9 4 0 0 1 0 2-9 0 1 4 0 3 7 7   Ignore the space between digits. I am hoping this time it won't be redacted.   @DaveF1006 

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Does it matter if she was a NJ Resident before we placed her in a NJ nursing home in 2024?  We then sold her NJ house in 2024 and changed her address to her sibling/POA's PA address for Social Security, Medicare, all banking and financial investments, etc. All of her affairs are managed by her sibling POA in PA.

You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"      Here's how you can fix a reject:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 

It depends on where/how you got them:  Personal gift: The gift cards may have been taxable income to the GIVER when you RECEIVED them if a single person gave you more than the gift exclusion amount, which is $19,000 for 2025.  Exchanging a cash equivalent item such as gift cards or vouchers for either cash or items is not in itself a taxable act unless you sell them for more than the amount of the "gift".   Taxable: Caveat that if you received them from your employer or as "prize money" then it is considered taxable compensation.     So, work-related cards, prizes, and side hustle gift cards (someone can't pay you cash so they give you a gift card) are income.   That card (to a store you never heard of) from a loving relative is not taxable income.   Good luck!

@kevinigreen    Yeah.....the online program doesn't have a "Forms Mode" like the desktop software does.   They may change the Online software in the future  (next 10 years?) to make it easier...but the user would still have to pay for the software first, to see those forms.   Right now, they only allow a look at the form 1040 without paying (For the "Online'  folks)

I have Deluxe for Windows.  I started it up again this morning - no updates.  As I said, after updating yesterday, and deleting my 1099-Qs, there was still no interview process asking about qualified expenses.  I could only enter my 1099-Qs again and go to Forms to add Room and Board to the People worksheet for our student.  I'm going to give it a few hours and see if they issue another update today, otherwise I'm just going to delete the 1099-Qs again and file.  Someone said if you enter information on the Forms it prevents you from e-filing - it hasn't flagged anything yet, says I'm ready to e-file, but if I wanted to e-file with the 1099-Qs entered for sure I would print out the worksheets and the 1040 that shows our AGI and taxable income (not counting any 1099-Q income) and the refund we're due.

Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "5 Days Early" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.  

Good morning   Still no resolution to this issue.  I can't believe we are in the middle of February, middle of Tax filing, and the #1 tax software on the market has basic flaws like this.  Absolutely no excuse for this.  There should be no reason to start the form over, delete portions of the tax form, or even reloading the software.  Plain and simple patch should solve the issue but nothing is being offered that truly works.   Intuit Customer Support:  Are you listening?  We are switching to your competitor.  At least they address our issues in a timely fashion.

I ran into the same issue. It is wrong that they sneak it in the end like that. Thinking about filing a compliant with the federal trade commission. How can they even charge you for something that you didn’t even use?