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Yes, If the IRS is taking too long to send your refund they will ask you to pay the fees, see step 3 under What happens if the IRS reduces my refund...... https://ttlc.intuit.com/community/payments/help/what-if-my-federal-refund-isn-t-enough-to-cover-my-turbotax-fees/00/26313 If you don't pay they will automatically debit your bank account. Then when the IRS does send your refund they won't take the fees out again And, Why you got charged, https://ttlc.intuit.com/community/charges-and-fees/help/why-was-my-bank-account-auto-debited-for-turbotax-fees/00/26102

See this TurboTax support FAQ for paying the TurboTax fees when the tax refund has been delayed - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/bank-account-auto-debited-turbotax-fees/L3rDdVynu_US_en_US?uid=mafooc1l

Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS. And too late to efile 2023. To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need a full Windows or Mac to install it on.   If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms..... Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf 2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf Don’t forget your state. And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing. Then when you file for 2024 you need to enter 0 for the 2023 AGI since you are filing 2023 late.

What are you looking for?  You have to enter the estimated payment amounts yourself from your bank account.     Federal Estimates  paid will show up on 1040 line 26.   To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button If you made more than 4 payments - at the bottom is + Add another payment  

The Canada Training Credit (CTC) is a refundable federal tax credit to help with training and tuition fees. To be eligible for the CTC, you must: Be a Canadian resident no younger than 26 and no older than 65 Have income in the year between $10,000 and $165,430 for 2024. (The upper limit is indexed annually.) Have a Training Credit Limit from the prior year’s CRA Notice of Assessment. For more information, see question #11 on this CRA webpage. This TurboTax Canada FAQ has more info: What are Canada Training Credits, and how do I enter them in TurboTax?  

@MsSlowky wrote: The 1099R is from a brokerage company and the codes are J & P and we did file our 2024 return by 4/15/25.  So it sounds like we need to amend our 2024 return since box 2a is greater than zero.  However, box 1 on the 1099R includes the Roth contribution plus the earnings, yet the Roth contribution monies are after tax.  It seems like the 1099R I received is incorrect since the monies for the contribution were not pre-tax and shouldn't be included as a distribution.  The monies were a distribution but not income.  Do you agree?  Thank you. No, this is correct.  It's unusual to get a future 1099-R like this, but the amounts and code JP are correct.   You have to remove the excess contributions and the attributed earnings.  The total withdrawal is reported in box 1, that's just the rules.  Only the attributed earnings should be in box 2a, and only the earnings are taxable.  In addition, even though this is an "early" distribution from a Roth IRA, the earnings are not subject to the additional 10% penalty on early withdrawal because it is part of a corrective distribution.   The attributed earnings are taxable in 2024, so you need to file an amended return.  Enter the 1099-R as-is.  You should only be taxed on the earnings in box 2a, you are not taxed on the amount in box 1. 

If you go into Forms Mode and click on the Dependant button, you can double check that there is nothing being claimed for your dependants over 18.   If you are still not able to resolve this issue, please contact our phone support team for more assistance.     

The 1099R is from a brokerage company and the codes are J & P and we did file our 2024 return by 4/15/25.  So it sounds like we need to amend our 2024 return since box 2a is greater than zero.  However, box 1 on the 1099R includes the Roth contribution plus the earnings, yet the Roth contribution monies are after tax.  It seems like the 1099R I received is incorrect since the monies for the contribution were not pre-tax and shouldn't be included as a distribution.  The monies were a distribution but not income.  Do you agree?  Thank you.

@fkindred wrote: I paid for live online support.  I used it once and was advised to start a new return, since the return I started on wouldn't import my previous years tax information.  I did and can no longer see the option to contact live support.  What should I do? You will have to contact TurboTax support for assistance with this problem.  See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm