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As a new option for this filing year, we were given the choice to select a date upon which we would want to make the payment for our online return. I had selected a later date, and was charged right ... See more...
As a new option for this filing year, we were given the choice to select a date upon which we would want to make the payment for our online return. I had selected a later date, and was charged right away, while still awaiting the state refund after the 21-day mark. Has anyone here had a similar issue?
Why does turbo tax say refund 3/6 but irs is only in acceptance stage
Is there a fix yet to enter your qualified education expenses from fund distributed from a 529 plan?
It's after March 6, 2026 and there was no update. I'm still getting the error.
Hello, I logged into turbotax today to see if form 1040x was viewable in the Adobe PDF software. I opened turbotax and allowed the updates to be installed. Once that was done, I went into the menu f... See more...
Hello, I logged into turbotax today to see if form 1040x was viewable in the Adobe PDF software. I opened turbotax and allowed the updates to be installed. Once that was done, I went into the menu file/print to view the form 1040x. My return loaded up, but the 1040x form was still not viewable in PDF format. Then, I tried another button on the file menu bar, 'print save for your records button', and received a message saying that form 1040x is viewable in Acrobat Reader DC. There was a link in the message where it invited me to download this software on my PC. I downloaded the free version. Once that was done, I went back in turbotax to print the return, and the form 1040x was viewable with all the data. However, I got a message on this form saying, 'error exists on this page (meaning 1040x). Acrobat may not display page correctly. Contact the person who created the PDF Document to correct problem. I reviewed the 1040x form against the 1040x that I downloaded from the IRS, and all the fields on the turbotax form appeared to be correct. I didn't have any problems with printing the return either. All the pages printed correctly. However, I hope that turbotax corrects whatever glitch still exists with the 1040x form.
It's after 03/06/2026 and this issue is NOT FIXED!!!!!!!! I'm getting the same error.
Hello, I retired in October 2025, sold my home, and moved to Europe, from GA. I have a mailing address in TX, which is what I entered as my mailing address in TurboTax Onlline. I am having issues w... See more...
Hello, I retired in October 2025, sold my home, and moved to Europe, from GA. I have a mailing address in TX, which is what I entered as my mailing address in TurboTax Onlline. I am having issues with the Schedule 3 line 8A not equaling 8B + 8C. The issue appears to be related to line 4 - Other income. I have gone thru the allocation screens multiple times and tried numerous scenarios, but I have been unable to resolve the issue. I have only earned income in GA. However, I have retirement income from the USA, while living in Europe (Social security and annuities). In my personal info section, I selected "No, we didn't make money in any other states" because foreign countries are not listed there. I did follow the instructions and shared my file with an agent, my token is 1337877  
I made qualified charitable distributions from my IRA.  I received 2 1099Rs for the account, one with the QCD amount and the other with the funds I withdrew and received.  The 1099R with the QCD amou... See more...
I made qualified charitable distributions from my IRA.  I received 2 1099Rs for the account, one with the QCD amount and the other with the funds I withdrew and received.  The 1099R with the QCD amount has a Y and a 7 code.  I checked the box on the TT questionnaire that I made a QCD and I entered the amount.  TT classified the QCD amount as undistributed funds as if I did not meet my RMD and calculated a penalty.  This is incorrect.  The QCD counts toward the RMD.  How do I correct this problem? 
I have the licenses for turbo tax online 2023 bundle but no ability to e file amended or fix simple reject
Hello, I am using TurboTax Online and I am having trouble with the Schedule 3 line 8A not equaling 8B + 8C. The issue appears to be related to line 4 - Other income. I have gone thru the allocation ... See more...
Hello, I am using TurboTax Online and I am having trouble with the Schedule 3 line 8A not equaling 8B + 8C. The issue appears to be related to line 4 - Other income. I have gone thru the allocation screens multiple times and tried numerous scenarios, but I have been unable to resolve the issue. I did follow the instructions and shared my file with an agent.  My token number is 1337877  
I realize I have posted this into the wrong board. I will repost in the correct board.
Hi Kristina: FYI. I just amended 2024 return and the efiles were accepted in TT system. However, TT states that I have to print out the required documents and mail to the government. Unfortunately, ... See more...
Hi Kristina: FYI. I just amended 2024 return and the efiles were accepted in TT system. However, TT states that I have to print out the required documents and mail to the government. Unfortunately, the Print Forms for the required forms on that statement does not work. So I googled what needed to mail to IRS and print out manually the amended documents and mailed to IRS.
Hello, I am using TurboTax Online and I am having trouble with the Schedule 3 line 8A not equaling 8B + 8C. The issue appears to be related to line 4 - Other income. I have gone thru the allocation ... See more...
Hello, I am using TurboTax Online and I am having trouble with the Schedule 3 line 8A not equaling 8B + 8C. The issue appears to be related to line 4 - Other income. I have gone thru the allocation screens multiple times and tried numerous scenarios, but I have been unable to resolve the issue.  I did follow the instructions and shared my file with an agent. How do I send my token number to an agent?  
Hi Dave: After investigating and searching info regarding Form 8606. I think TT system can't generate 2025 form 8606 because I made a mistake not taking RMD in the Rollover IRA by December 31st, 202... See more...
Hi Dave: After investigating and searching info regarding Form 8606. I think TT system can't generate 2025 form 8606 because I made a mistake not taking RMD in the Rollover IRA by December 31st, 2025, Thus, no activities was made in 2025 Rollover IRA and TT system is not triggered to generate the 2025 form 8606 though it shows line 2 and 3 for the beginning balance of non deductible IRA (meaning my input is correct). That is why nothing else shows data on 2025 form 8606. I went into 2025 smart worksheet for form 8606, it does show the correct beginning balance of non deductible IRA and total Traditional IRA at 12/31/25 propertly (meaning my onput iss correct). All is filled in properly in 2025. So I think there is no activity in Traditional IRA account as I forgot to take 2025 RMD in that IRA which makes TT system not generating 2025 form 8606? Plesae let me know what you think. Regarding the missed 2025 RMD, the corrective action was done in 2026 and form 5329 is properly generated in TT with a waiver statement. Appreciate again.  
Hello and thank you for your response. I will do as you suggest. I was confused why Texas is not in the list, because Florida and New Hampshire do not have state income taxes either, but they are in... See more...
Hello and thank you for your response. I will do as you suggest. I was confused why Texas is not in the list, because Florida and New Hampshire do not have state income taxes either, but they are in the list.
Go back to the personal info, where the phone number is grayed out as [phone number removed], and enter your number.  Though it's a grayed-out placeholder and does not require you to fill it out, it ... See more...
Go back to the personal info, where the phone number is grayed out as [phone number removed], and enter your number.  Though it's a grayed-out placeholder and does not require you to fill it out, it is a programming flaw.  I figured it out after 12 hours, 2 years of stupid cs reps who know nothing. Thousands of complaints on numerous platforms over 2 years and TT can't fix it???