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Just need to file returns for another person in my household.
DFAS Retirement 1099-R is entered as any other 1099-R.  However, there will be specific questions referring to military retirement income.   In TurboTax Online, at the screen Who is this form fro... See more...
DFAS Retirement 1099-R is entered as any other 1099-R.  However, there will be specific questions referring to military retirement income.   In TurboTax Online, at the screen Who is this form from?, select Financial Institution or other provider (1099-R) .     Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Let's find your account, select Enter a different way. At the screen How do you want to add your docs?, enter Type it in myself. At the screen Who is this form from?, select Financial Institution or other provider (1099-R).  Click Continue. Enter information from the form. See also this TurboTax Help.  
If you are trying to open TurboTax to look at the 2024 return, then this support article may assist:   Troubleshoot TurboTax Desktop for Windows issues
You an also try 0 and if you continue getting rejection, you may need to print and mail. See: How do I find last year's AGI? and How do I file my return by mail?
Just finish two 2025 returns - one comparatively simple, one more complex (5 IRA's, 2 SSN's, 2 Pensions, 20+ stock sales some with Foreign Tax).   Worst User Interface in years (have used TT for 15... See more...
Just finish two 2025 returns - one comparatively simple, one more complex (5 IRA's, 2 SSN's, 2 Pensions, 20+ stock sales some with Foreign Tax).   Worst User Interface in years (have used TT for 15 years.) - The "balloon buttons" are most unhelpful. - The manual entry screen for stock sales is way to small and cramped (it has been "forever"). - Foreign Tax info for Mutual Funds most unhelpful - only from the IRS Form 1116 dis I discover I didn't need to start on it at all. - Horrible instructions as to where all the varieties of Tax-Exempt Interest/Dividends will end up (AMT / no AMT;  home-state tax exempt (or not, +/- AMT), what of all of these need to be totaled, and for what reason (the horrible instructions from TIAA were better than yours).   This year was bad enough as it is due Trumps
TurboTax Business is an entirely different software product from TurboTax Online/Desktop for individuals. You can either purchase and install TurboTax Business on your personal computer or use TurboT... See more...
TurboTax Business is an entirely different software product from TurboTax Online/Desktop for individuals. You can either purchase and install TurboTax Business on your personal computer or use TurboTax Small Business Online (browser).
Did you have an expert file your taxes using Expert Full Service? If so, send your Tax Expert a message, select the tab with your expert's name (next to Checklist) and send a message.    For more... See more...
Did you have an expert file your taxes using Expert Full Service? If so, send your Tax Expert a message, select the tab with your expert's name (next to Checklist) and send a message.    For more information, refer to the TurboTax article How does ​TurboTax Expert Full Service​ work?
I noticed a significant price increase while completing my tax return. When I started filing in April 2026, the cost shown was about $49. Upon returning to finalize my return, it increased to $143, al... See more...
I noticed a significant price increase while completing my tax return. When I started filing in April 2026, the cost shown was about $49. Upon returning to finalize my return, it increased to $143, although my tax situation has not changed. I would prefer to complete my filing with TurboTax, but given this increase, I may need to consider alternative options. Thank you for your assistance. Kind regards, Andrii Tuz
You do not have to prove to TurboTax that you filed past year tax returns.  Only the returns that you prepared using TurboTax software are stored in your online account.
You may be able to add your new 2025 tax balance to an existing IRS installment agreement. You can make any desired changes by first logging into your Online Account. On the payment options page, you... See more...
You may be able to add your new 2025 tax balance to an existing IRS installment agreement. You can make any desired changes by first logging into your Online Account. On the payment options page, you can revise your current plan type, payment date, and amount. Then submit your changes.   If your new monthly payment amount does not meet the requirements, you will be prompted to revise the payment amount.   See this IRS webpage for more information about payment plans.   If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  
The most common reason is the Earned Income Limit. Your deduction cannot exceed the net profit of the business it is tied to.  If your business shows a loss or very low profit after deducting the emp... See more...
The most common reason is the Earned Income Limit. Your deduction cannot exceed the net profit of the business it is tied to.  If your business shows a loss or very low profit after deducting the employer-equivalent portion of self-employment tax (Schedule 1, Line 15), the health insurance deduction is limited or eliminated.   Look at your Schedule C, Line 31. If that number is less than $3,530, TurboTax is intentionally limiting the deduction.
Please see this answer from TurboTax tax expert Minh.
Is it a pension?   Say all of it is the RMD.   If you are the age required to take a IRA or 401K RMD it will ask you if a pension is the RMD.  Say yes.  Anything your pension pays you is considered t... See more...
Is it a pension?   Say all of it is the RMD.   If you are the age required to take a IRA or 401K RMD it will ask you if a pension is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.  Traditional pensions automatically fulfill the rules of an RMD.  So for the RMD question put in the same amount as box 1.
Follow these steps: Open to Wisconsin return. Continue through Look for  "Here's the income that Wisconsin handles differently." Look under the Education category for "College Savings P... See more...
Follow these steps: Open to Wisconsin return. Continue through Look for  "Here's the income that Wisconsin handles differently." Look under the Education category for "College Savings Program (Edvest and Tomorrow's Scholar)."  Click Start or Update. On the following screens, TurboTax will ask if you (or someone else) made contributions to a Wisconsin 529 plan.  Select Yes. You will then enter the beneficiary's name, the account number, and the amount contributed for the tax year. If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  Pay through either Direct Pay or your individual online account
To find the cost basis of a timeshare purchased 20 years ago in TurboTax, you must locate the original purchase contract or closing statement, as TurboTax Support notes that if records are unavailabl... See more...
To find the cost basis of a timeshare purchased 20 years ago in TurboTax, you must locate the original purchase contract or closing statement, as TurboTax Support notes that if records are unavailable, the IRS assumes a zero basis. Your basis is the initial purchase price plus closing costs and any legally recognized capital improvements (not maintenance fees).    The timeshare company may be able to help you with this.   If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.   @edward_larsson 
My federal tax return payment deducted from my bank account but not my NJ STATE tax thats owed. How can I  check if my payment method was setup properly?
Hi @rutaylor Are you seeing any kind of error message?  You can also try these steps: Log out, clear cache and cookies and try logging back in again. 
I finished my taxes and logged back in to get a printed copy. I then got this email: Your TurboTax account has been updated My tax was not updated, I just downloaded federal and state returns. I wa... See more...
I finished my taxes and logged back in to get a printed copy. I then got this email: Your TurboTax account has been updated My tax was not updated, I just downloaded federal and state returns. I want to be sure that no one else has accessed and changed my account. When I tried to follow up, I got the 400 response.   Thank  you, Mary Ann
You got a text from whom? This is perhaps a scam.    Think about it, why would TurboTax or the IRS say that your taxes weren't filed?