All Posts

Here, you can file an extension for 2024: Free Federal Extension. Note this is an extension of time to file, not an extension of time to pay.   I'd recommend taking a look at your last paystub from 2024 and comparing the withholding to your W-2.  If you find a discrepancy, you'll need to work with your employer to get a corrected W-2.

Did you have an excess Roth IRA contribution in a prior year that wasn't removed? If not then please follow these steps to remove the entry:   Click on "Search" on the top right and type “IRA contributions” Click on “Jump to IRA contributions" Select “Roth IRA” On the "Enter Excess Contributions" screen delete the entry. You might want to check your previous tax returns if you show a penalty on Schedule 2, line 8.

If you have a 1099-R you will enter the information in TurboTax- however, if it was a loan from your 401k, you should be paying it back with payroll deductions and you do not have to report it as income.

@jlpersky  Weirdly, I can only see the "File an Extension" link in the left menu column (near the bottom) when I'm signed in and when the return interview is also closed.  If I open the return interview, that link disappears from the left column menu.  BUT.... I can then go to the left column menu and choose TAX TOOLS, then TOOLS, and in the Tools window choose "File an Extension."   Or here's another way: Are you able to get to Easy Extension this way: https://turbotax.intuit.com/irs-tax-extensions/

It’s too late to file prior-year tax returns on TurboTax Online.  You will have to purchase TurboTax Desktop and install it on your computer to prepare your 2022 and 2023 tax returns.  You should prepare 2023 before you prepare 2024.   For more information, review the TurboTax Help article How do I file a 2023, 2022, or 2021 tax return?

Here’s how to modify your personal information if you have not selected the dependency data initially using TurboTax Online/Mobile: Go to the Personal profile screen and under your name, select Review/Edit. Continue until you reach the Let's check for some other situations screen. Scroll down and select the box; Another taxpayer can claim me as a dependent on their tax return. Depending on your situation, answer either Yes or No to Will this person claim you on their 2024 tax return?, then Continue. How do I add or remove my 6-digit IP PIN?  

It depends.  If you are their dependent, then you don't need to enter the 1095-A on your tax return. Your won't have any health insurance questions to answer on return.  TurboTax will tell you "Since someone is claiming you on their 2024 taxes, you don't have to complete Health Insurance".   If you're not a dependent on their return, both you and your parents need to enter a copy of the Form 1095-A that you received on your tax returns. TurboTax will ask you questions about if the policy was shared with someone and how to allocate the costs and credit.    Login to TurboTax. Select Federal  and Deductions & Credits. Scroll down to Medical and select Show More. Select Start/Revisit next to Affordable Care Act (Form 1095-A). Answer yes, I received Form 1095-A. Enter the information and select Continue. Select I shared this policy with another taxpayer who’s not on my taxes and Continue. On the next screen you will enter the SSN for the other person and the start and end months that you shared the policy with the other person.  Make sure all of the percentages for  your premium, your SLCSP, and your advance payment add up to 100% for everyone who shares the policy and enters it on their tax return. It should be an amount that everyone agrees on. It could be 50/50, 100/0, or another amount.  Check with your parents to see if they are willing to put 100% on their return and you putting 0% on your return. TurboTax will calculate the information that should be on your return based on your answers.   You can review this TurboTax article I'm on my parents' 1095-A form. What do I do on my return? for more information.  

You cannot make changes to a return that is in "pending".   If it is rejected you can make changes and re-file it.   If it is accepted you have to wait until the state has fully processed it and then amend it.

Remember, extension is for time to file, not pay. You can make payments here.   How do I file an IRS extension (Form 4868) in TurboTax Online? Do I need to file an extension for my personal state taxes?   After starting the return under "Federal Taxes" go to "Other Tax Situations". File an Extension will be one of the options.

There are 2 different types of PINs in question here.  You may be referring to the 5 Digit Pin section (also known as the signature ID) instead of in the IP PIN.  The signature ID is used when filing your tax return.   However, if you have an IRS issued IP PIN, please see how do I add or remove my 6-digit IP PIN for steps to enter your IRS issued number.  This number is issued by the IRS each year so make sure you are using the correct number for 2024.

When using TurboTax Online, the version of the program you need is based on the forms required for your tax return.     Please go here for a comparison of the TurboTax Online Products and what forms are included with each: TurboTax Online Product Comparison    To reach TurboTax customer support, please see How do I contact TurboTax?