All Posts
8 hours ago
I entered the info from the 1098-T from my child's college and a 1099-Q I received from 529 plan withdrawals. However, the 1098-T included only tuition and not 529-qualified fees so I entered those i...
See more...
I entered the info from the 1098-T from my child's college and a 1099-Q I received from 529 plan withdrawals. However, the 1098-T included only tuition and not 529-qualified fees so I entered those in Part IV, line 2 of the Student Information Worksheet. My TurboTax generated forms then showed no tax owed on 529 withdrawals which was correct. This is how I've always handled things in the past, but something is broken now. I proceed to e-file my returns and closed TurboTax. The next morning, I opened the program to finish estimated payments and the entry on Part IV, line 2 had been removed and my federal and state returns had been changed and were showing tax owed on the 529 withdrawal. I am confident I do not owe this tax and this is a bug in TurboTax. (I have been able to repeat this problem and other users have reported it as well.) How do I know which version was e-filed, the correct one after my entry on this worksheet, or the incorrect one after TurboTax wiped out my entry upon closing and re-opening it?
8 hours ago
Try deleting that form from your tax file it it actually shows up on the list.
Use the link below for your version of TurboTax to delete a form.
If you're using TurboTax Online software an...
See more...
Try deleting that form from your tax file it it actually shows up on the list.
Use the link below for your version of TurboTax to delete a form.
If you're using TurboTax Online software and need to delete a form, click here.
If you're using TurboTax Desktop software and need to delete a form, click here.
Close your return after you delete the form and follow the instructions below.
Try clearing the cookies and cache. It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example. Do not use selections like 'last hour' for those browsers that give you options.
How to clear your cache
Once this is complete open your return and try again.
If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.
@ghazalkhaqan98
8 hours ago
Topics:
8 hours ago
You are in the wrong section of the program to enter a SSA-1099
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business) Click on...
See more...
You are in the wrong section of the program to enter a SSA-1099
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
8 hours ago
Payments are deducted in the year they are paid, so you would deduct the payment made in December.
8 hours ago
Topics:
8 hours ago
I’m trying to connect with an agent and now won’t even talk to me giving me the runaround with the AI
Topics:
8 hours ago
I didn't clam anybody nor did I owe the fed nor state any money but they did owe me and now im still short on my money so all in all im short $2,063
9 hours ago
@Sharvel
Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds
If not, then go to this IRS websi...
See more...
@Sharvel
Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds
If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203
Are you also receiving a state tax refund? If so, the state refund is sent directly to you based on how you chose to receive the state tax refund, it does not go through the third party processor. Use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=m7ulm2n7
If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return.
For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/
Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information
Call 1-877-908-7228
Or email - TPG-CSsupport@greendotcorp.com
9 hours ago
Please call TurboTax Customer service if you are still experiencing this problem. Here is a link: Turbo Tax Customer Service
9 hours ago
Different types of accounts have different RMD rules, which would make the programming more complex. For example, if you had an IRA and 401k for which you must take RMDs you can not short one and mak...
See more...
Different types of accounts have different RMD rules, which would make the programming more complex. For example, if you had an IRA and 401k for which you must take RMDs you can not short one and make up the shortfall by taking more from the other.
so for each 1099-R, TurboTax is asking how much on line 1 is an RMD
9 hours ago
The senior tax deduction is not part of the standard deduction. This shows up separately. If your gross income is $85K, you would qualify for a partial senior tax deduction.
If eligible you w...
See more...
The senior tax deduction is not part of the standard deduction. This shows up separately. If your gross income is $85K, you would qualify for a partial senior tax deduction.
If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income. There is not a special section or box to check. Just enter your correct information and TurboTax will take it from there.
For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65. This is NOT a refundable credit. This is a deduction of your income.
If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.
This deduction is available whether you itemize or take the standard deduction.
If your filing status is married filing separately you are not eligible for this deduction.
This bonus deduction is ONLY for those who were 65 or older as of December 31, 2025, it does not apply to those who are blind and under 65
9 hours ago
Please call TurboTax Customer service if you are still experiencing this problem. Here is a link: Turbo Tax Customer Service
9 hours ago
In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for ...
See more...
In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:
From the black bar at the top of your screen, select Online
Click Send Tax File to Agent
Click Send on the message that pops up
TurboTax will create a "sanitized" copy of your return information with no personal info
Post the full token number here in this thread (try spacing the numbers apart if necessary)
We will then be able to review your file to see what you are seeing, determine what is going on in your return, and provide you with a suggested resolution and refer for further action as needed.
In the meantime, make sure you have run the latest updates. See this help article for more information.
9 hours ago
If you are including the tips in your self employment income, where in turbo tax do you put the amount of that income received as tips? When you report the w2 income the tips are included in a separ...
See more...
If you are including the tips in your self employment income, where in turbo tax do you put the amount of that income received as tips? When you report the w2 income the tips are included in a separate box. I don't see anywhere in the schedule c to report the tips to be excluded from the income.
9 hours ago
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, ...
See more...
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.
9 hours ago
If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are...
See more...
If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
9 hours ago
Thank you, @MelindaS1. Your solution seems to work perfectly, despite some misdirection by the state tax authorities and the TurboTax program itself. It comes too late to be helpful for me this year,...
See more...
Thank you, @MelindaS1. Your solution seems to work perfectly, despite some misdirection by the state tax authorities and the TurboTax program itself. It comes too late to be helpful for me this year, but I appreciate your efforts nevertheless. One remaining problem, although it's more in the nature of a misdirection than an actual error, is that for my PA return, TurboTax calculates an estimated amount for interest on U.S. government obligations on a "keep for your own records" form titled "Adjusted Dividend Income and Dividend Income Summary." This amount differs from the (correct) amount actually carried forward to my Pennsylvania income tax return via Schedule B of Form PA-40, so the actual return seems fine despite this misdirection. Also, given that the various state tax forms and TurboTax state programs approach this problem differently, maybe you can also have a look at part-year Massachusetts residents can address this issue (as reported by @rn__new_member_2026 and @newusernameagain).
9 hours ago
My refund was short $1400 where is the rest of my money.