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@Fasi wrote: I got married in October 2024 to a single mother who has a biological child. For the 2024 tax year we filed jointly with me as the primary taxpayer. My spouse did not have any income in 2024. We claimed the child as a dependent but I did not claim the Earned Income Credit (EIC) because I believed the child did not live with me for more than half the year. The child has lived with his biological mother who's now my wife his entire life. Because you were legally married on December 31, and the child lived with one of the parents for more than half the year, you can claim the child as an eligible dependent for EITC on your joint return.  It is not necessary for the child to have lived with both parents equally. 

The 25 and under promo was valid through April 30, 2025 and is no longer available.   Please see this TurboTax FAQ for more information on who can use Free: Who can file for free using TurboTax?  

Did you get a NETFILE confirmation code? If you don't have a confirmation code, you still need to submit your tax return using NETFILE. Not sure how? Follow these instructions for TurboTax Online or TurboTax Desktop.  

Thank you. My wife says that she wouldn't pay taxes on this pension bonus until next year, so I would think that I couldn't apply for any credit until I do my 2026 tax return, which of course would be in 2027.   Just to be clear about some things:   1. We actually have no plans or intent of moving this money to the US, instead the money is going to be entirely used in Colombia. Does that make a difference in determining whether or not this bonus is subject to US income taxes.   2. This pension bonus is based entirely on income my wife received working jobs in Colombia before we got married in 1998. Does that make a difference in determining whether or not this bonus is subject to US income taxes.

Thanks for this idea. I was able to chat with what seemed to be a human via FB Messenger. It was a human, but basically just copying and pasting the same answers that we all found, and which don't work. He then proceeded to ask me to provide very very very detailed personal information. What broke me was that I was asked to provide my social security number. Why does TurboTax need all this personal info in order to help me resolve this technical issue?? Aren't my license keys enough? I refused to go further! It's crazy enough that they capture every minute detail about our computers' configurations, why do they need social security numbers and more? They're collecting way too much personal data. I told him that he has my personal details as well as the activation keys in my online profile on their website. It's all in their database. He said that although this is true (yes, he admitted that he already has all this info) he can't continue the chat without this info again. I figured that he wouldn't be able to help me anyway as he was copying and pasting answers prior to this, so I will use my remaining activation to work on my return in one shot. It seems like there are many people experiencing the activation issues and TurboTax isn't doing anything to resolve it. Perhaps next year I will go ahead with another tax return solution.

Correct.  In this case the distribution was made before the 6-month extension period, not during the 6-month extension period.   See section 301.9100-2(b):  https://www.law.cornell.edu/cfr/text/26/301.9100-2

Financial institutions do not report interest less than $10 to taxpayers.  If this $5.23 is interest from the IRS, it should be reported? I'm mostly interested in where the IRS changed the tax return, if that actually happened.   If the IRS changed the return, and the AGI changed, it may impact whether I can efile next year's TY25 return.  

  Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk       Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1    

You are now the step parent of your spouse's child.   If you filed a joint tax return with your spouse---which you say you did--and claimed the child as your dependent on that joint return, it would be fine for you to get the earned income credit.  So, yes, complete Form 15111 and submit it--following the IRS instructions carefully.

If you did not have health insurance from healthcare.gov and do not have a 1095A, then when the software asks if you have a 1095A you say NO to that, and move on.   You do not enter a 1095B or a 1095C, or anything about having Medicare or Medicaid.      If you did, in fact, have marketplace health insurance then you must enter your 1095A.   To get the 1095A: To enter your 1095A go to Federal>Deductions and Credits> Medical>Affordable Care Act (Form 1095A)   ENTER 1095A  TT FAQ https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/enter-1095/L6CLFzhri_US_en_US?uid=m62itugr     TO FIND A 1095-A with healthcare.gov   How to find your 1095-A online Log in to your account. Under "Your Existing Applications," select your 2024 application — not your 2025 application. Select “Tax Forms." Download all 1095-As. Get screen-by-screen directions, with pictures (PDF, 504 KB).  

TurboTax gets no information from the IRS after you file your tax return.  Only the IRS is in control, and only the IRS can tell you when your refund will be issued. Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds     Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.    

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.     You do not mention how long ago you verified your identity.  It often takes up to nine weeks (or more) after identity verification before the IRS issues your refund.  You have not said that the IRS refund site shows that the refund was issued. You say the refund site shows your return was "received".   If the refund was not issued yet, it is not appropriate to use Form 3911.   That form is used if the IRS actually issued your refund but the refund was somehow lost.   It sounds like you need to keep waiting for the IRS to issue your refund.  Only the IRS can tell you when that will happen.  TurboTax does not get any information from the IRS after you file your tax return.   How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.     Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.        

There have been three federal stimulus checks ---and they were for tax years 2020 and 2021.   It is now too late to seek the recovery rebate credit for stimulus checks that you did not receive, so there is nothing for you to do.

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

You are supposed to wait for the IRS to fully process your original return before you send in an amended return.  Sending in an amended return too soon can cause confusion and long delays with the IRS.   What does the IRS refund site say about your original return? First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds       Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1