All Posts

You will have to contact TurboTax support for assistance with this problem.  See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

If you want to switch to the Online version next year here is some info…… If you used the Desktop program for 2024 here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=l8w7nlbv And see How to switch and transfer from the Desktop program into the Online version........ https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbotax-online/00/859756 MORE INFO on Turbo Tax info on Windows 10 End of Life https://ttlc.intuit.com/community/articles/community-news-announcements/turbotax-windows-10-desktop-software-end-of-life/05/3708302 And it says the Online version will have some new features over the Desktop program like… This year, we’re offering many new ways to automatically bring in your tax documents into TurboTax Online, including uploading PDFs of 1099-B and 1099-Composite forms. Be sure to have the 2024 return file ending in .tax2024 on your computer so you can transfer it into the online version next year. If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. And you will have to pay first to see all the forms. All the Online versions do not have the same forms so you may need to upgrade to a higher version. Online Premium is the highest vesion and has all the same forms as the Desktop programs. You can only do 1 return per account. And pay for each account. You can use the same email for 5 accounts. Federal and state are separate fees. Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.

The tag below your question says that you use TurboTax Online. If that is correct, it makes no difference whether you have Windows 11 or not. You will be able to use TurboTax Online for 2025 on the same computer that you used for 2024.  

I did import the data previously.  I just failed to review it and see that the software screwed up on some of the accounts and didn't download everything. 😣 Thank you for replying.  I'll give up trying and just enter summaries for everything.  I don't want to enter 500+ transactions manually -- been there, done late decades ago! Lesson learned to review things once downloaded.  I appreciate your taking the time to respond to my question.  Thanks again.

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal   Here are some useful videos on the Form:   https://www.youtube.com/watch?v=a5wJow5h-No   https://www.youtube.com/watch?v=5Z_28sVOrTY  

Not sure what tax year you are trying to work on right now.   It is too late to e-file a 2024 or any other earlier year return.  And way too soon to try to file a 2025 return.   When you are in the FILE section of the software for the year you are preparing the return for, you can enter banking information for a direct deposit of your refund.     You have to go to Step 2 in the FILE section.   HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-deposit-information/L77NCbU6D_US_en_US?uid=m6tuh572     You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.  

The federal IRS has nothing to do with your Georgia state refund.  You have to deal with Georgia for that. STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

one of the entries asks how much is withheld per paycheck.  that response would include the extra withholding.     the next entry in the calculator asks for the federal withholdings year-to-date - that would already include the extra withholdings.   this is on the 'income and withholding' screen    

for a reverse mortgage, there is no interest to be deducted annually as in most every case, the interest is not paid with cash money; it is just accrued as part of the loan balance.    when the home sells and the reverse mortgage is paid off is when the interest can be deducted.