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What type of error message you are receiving?   Currently, am finding myself and others receiving the error message listed below.  For me, this message is received after efiling only one tax return.  There should be four efiles remaining, but the below error message is being received.  Spent over 8 hours with Tech Support last year, with no resolution.  This year spent one hour and was referred to the IRS to confirm how many returns have been filed under my phone number.  Craziness?  Yes, as IRS representative advised individual tax returns are not tracked by phone numbers.  Yes, figured they were not, but tried anyways.   ERROR MESSAGE:  The IRS allows taxpayers to electronically file a maximum of 5 federal retuns with the same phone number.  This phone number has already been used to file 5 returns.  By selecting continue, you can print and then mail your return(s). Professional tax preparers should use a professional product to e-file multiple returns.    Feel that I am very tech savy, as work in the field and support a very large group of end users.  However, the items that were asked of me to troubleshoot seemed a little off with the last indicating the IRS is tracking federal tax returns by phone numbers.  The Tech Support was not able to resolve and truly feels this is a TurboTax issue, not the IRS.  After 10 years of using TurboTax and this being the second year of similar issues, will choose another tax preparer software for next year.   Good Luck!

I'm having a similar problem trying to report my wife's maternity leave. She was paid through a benefit provider who issued a 1099-MISC. I tried following these instructions but never got an option to select whether it involved an intent to earn money. We are married filing jointly; I am self-employed but my wife gets a W2. TurboTax went straight from asking which year the income was earned in to asking which business to associate the income. Is there any way to force it to ask that question, or to go directly into the form and correct it?

What do you mean by 'In 2024 I added to the balance of of my home acquisition debt'. Did you do a cash-out refinance or did you take out a second mortgage? If you refinanced and took out cash, the limit on the new loan is $750K. If you took out a second mortgage, your existing mortgage limit is still $1.1M and the limit on the second mortgage is $750K. Note, however, that the $750K limit on the second mortgage is reduced by the limit amount used up on the existing mortgage.

You do not have to wait for him to amend.  You can mail your return when you have it ready to put in an envelope.  If it is any comfort, this is a very common problem for parents with teenagers or young adults who are filing tax returns for the first time.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

A few large banks in some states have different routing numbers for ACH electronic deposits that differ from the one shown on a paper check for checking purposes.   I think Bank of America does this in a few states where they divide the state into regions, but there are some others.  You should confirm with your bank or look in your Online banking account or your bank's FAQ to be sure what routing number to use for ACH direct deposits.

That screen is telling you to switch to itemized deductions instead of taking the standard deduction.   You can switch back and forth - you should choose the deduction that is the highest.   If you already changed from the deduction TurboTax recommended, you will need to manually select the option that is best for your situation.    See How do I change from the standard deduction to itemized (or vice-versa)?

To downgrade from TurboTax Deluxe, please follow these steps:   Sign in and continue your return From the left side menu, choose Switch Products and then Downgrade Choose the blue Downgrade to Free Edition box

Yes, it's true.  To ensure that you get the military discount, review your entries in the personal info section.  Open TurboTax Select the dropdown by My info and select Edit Select Edit under Personal profile and check your entries Make sure that you have shown your military status as of December 31, 2024? Make sure that you entered your highest military pay grade in 2024 Enter an answer for combat zone or hazardous duty area you served in during 2024 Select a state and select Assignment detail On the next screen you will see the message: Yes! You qualify for our enlisted military discount.   Refer to the TurboTax Blog TurboTax Offers Free Tax Filing for Military Active Duty and Reserve.

If you've already filed, here's how you can change your data sharing options by Managing Your Intuit Privacy.   If you haven't filed yet, step through the FILE section again to get the question.   @LaurelMarie 

Finding Your Property Tax and SPAN Number: Since your property tax is included in your mortgage payment, it's likely managed through an escrow account by your lender. However, for state tax purposes, you might need your School Property Account Number (SPAN). You can find your SPAN number by using the for VA - SPAN Finder provided by your state's Department of Taxes.   Requesting Property Tax Records from Your Mortgage Company: Contact your mortgage company: Reach out to their customer service department and ask for a copy of your property tax records. They should be able to provide you with the details since your property taxes are included in your mortgage payments. Check your mortgage statements: Sometimes, property tax information is included in your monthly mortgage statements. Review these statements to see if the details are listed there. Checking Property Tax Records Online: Visit your local property tax website: For Maryland, you can use the Real Property Data Search provided by the Maryland Department of Assessments and Taxation. Search by address or account number: Enter your property address or account number to find detailed information about your property taxes Maryland & VA are presented for example - Reach back out with you state for additional assistance.

@AmyC, that seems like a bug. Can I force my resident state to recalculate or go back through part of an interview in TurboTax? I already finished inputting my California information. I now need to input information for Montana and Oregon because of a K-1 that I just received.   In general, if I have changes that affect my non-resident state, are you saying that I would need to restart my resident state? That is a big burden.

 You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2024  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2023 returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9p.m. Pacific time daily   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Yes, unless you use the simplified method.   If you use the regular method, the unused portion of your home office deduction will carry forward to future years.   You might not be able to deduct all of your expenses if your business expenses exceed your income from the business use of your home for the year.   In this case, the nondeductible expenses can be carried over and applied in the following tax year.    Note that any deduction for the carryover amount is subject to the gross income limit for the following year, whether or not you still live in the same home that year.   The Home Office Deduction