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December 29, 2025
4:11 PM
E-filing is permanently closed for 2024 returns. The only way to file your 2024 return is to print it, sign and date it in ink, and mail it in.
December 29, 2025
4:10 PM
Where did you see the word "approved" for your 2021 refund? TurboTax never tells you that your refund was approved. TT only tells you that your e-file was accepted. "approved" must come from the...
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Where did you see the word "approved" for your 2021 refund? TurboTax never tells you that your refund was approved. TT only tells you that your e-file was accepted. "approved" must come from the IRS. Did the IRS refund site say that your 2021 refund was approved? If so, you need to have the refund traced.
LOST REFUND CHECK
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0
December 29, 2025
4:08 PM
Topics:
December 29, 2025
4:06 PM
For 2025 I have completed all my RMDs and also a Roth conversion. The only thing is I did the Roth conversion early in the year and the RMDs late in the year. Some say that makes the Roth conversio...
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For 2025 I have completed all my RMDs and also a Roth conversion. The only thing is I did the Roth conversion early in the year and the RMDs late in the year. Some say that makes the Roth conversion invalid, is considered an excess contribution, and it must be removed from the Roth. Others say no, as long as RMDs are complete at year end, any excess distributions above the RMD are eligible for conversion. So, the 1099-R will show total distributions, the 5498 will show what entered the Roth, and the 8606 will show how much was a valid conversion after subtracting the RMD. Please verify that I don't have a problem and that the sequential order doesn't really matter in my case.
Topics:
December 29, 2025
3:59 PM
Several recent posts of the same problem. I have informed Intuit.
December 29, 2025
3:57 PM
I'm a retired NBA contract photographer and still receive royalties from the licensing of photos I made during that time. The NBA owns the copyrights. Under the circumstances do I need to continu...
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I'm a retired NBA contract photographer and still receive royalties from the licensing of photos I made during that time. The NBA owns the copyrights. Under the circumstances do I need to continue to file a schedule C? If I'm only getting royalty payments in retirement?
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December 29, 2025
3:38 PM
@kostopst I just found the article on How to use the Online version you bought from a store https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-usar...
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@kostopst I just found the article on How to use the Online version you bought from a store https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-usar-turbotax-online-que-compre-en/L35Wg9uJ9_US_en_US
December 29, 2025
3:31 PM
Some stores or Amazon this year for 2025 returns are selling a code for the Online version. I just found this article. How to use the Online version you bought from a store https://ttlc.intuit.com...
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Some stores or Amazon this year for 2025 returns are selling a code for the Online version. I just found this article. How to use the Online version you bought from a store https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-usar-turbotax-online-que-compre-en/L35Wg9uJ9_US_en_US
December 29, 2025
3:28 PM
1 Cheer
I have spent over an hour trying to accomplish what should be a simple task - transferring my (Mac) desktop 2024 return into 2025 so that I can begin work. Every suggestion so far has resulted in fai...
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I have spent over an hour trying to accomplish what should be a simple task - transferring my (Mac) desktop 2024 return into 2025 so that I can begin work. Every suggestion so far has resulted in failure I have updated 2024 and reopened the tax return, I have added .tax2024 extension and still no success. I have been using TT since it was MacIntax and am getting very frustrated with the inability of even your chatbot to deal with this issue
December 29, 2025
3:07 PM
Why are you trying to pay with refund now? It is probably too early for your 2025 return. If you want to view or print your whole return before you file you will need to pay the fees upfront with...
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Why are you trying to pay with refund now? It is probably too early for your 2025 return. If you want to view or print your whole return before you file you will need to pay the fees upfront with a credit card. Or are you trying to do a 2024 return?
December 29, 2025
3:04 PM
How far do you get? Will this help? How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-softw...
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How far do you get? Will this help? How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd Troubleshooting Mac issues https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/troubleshoot-turbotax-mac-updating-issues/L2QTZw9Xr_US_en_US?uid=mj0wk6xo
December 29, 2025
2:55 PM
Also here is what google ai said: Your logic and math are correct for the 2025 tax year. Under the scenario provided, you would not need to file Form 709. Your strategy utilizes two distinct tax pro...
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Also here is what google ai said: Your logic and math are correct for the 2025 tax year. Under the scenario provided, you would not need to file Form 709. Your strategy utilizes two distinct tax provisions: the Unlimited Educational Exclusion and the Support Obligation for dependents. Step 1: Apply the Unlimited Educational Exclusion Under Internal Revenue Code Section 2503(e), payments made directly to a qualifying educational institution for tuition are not considered gifts. This exclusion is unlimited and does not count toward your annual gift tax limit. Tuition: $10,000 (Paid directly) = $0 reportable gift. Step 2: Categorize Support for a Dependent For a student who qualifies as your dependent, payments for "necessaries" such as food and housing are considered a fulfillment of a legal obligation of support. Because these payments are support and not "gifts," they are generally excluded from gift tax reporting entirely. Housing and Food: $15,000 (Support) = $0 reportable gift. Step 3: Allocate the Scholarship to Remaining Costs Mandatory fees (unlike tuition) do not qualify for the unlimited educational exclusion. However, your allocation of the unrestricted scholarship effectively reduces the reportable "gift" portion of the expenses to zero. Mandatory Fees: $5,000 Scholarship applied to Fees: -$5,000 Remaining reportable amount: $0 Answer: The math holds up. Even if you chose to ignore the "support" argument and treated everything except tuition as a gift, you would still be well within the 2025 individual annual exclusion of $19,000. Total Potential Gift = (Fees + Housing) - Scholarship Total Potential Gift = ($5,000 + $15,000) - $5,000 = $15,000 $15,000 < $19,000 Since the total non-exempt amount ($15,000) is less than the $19,000 individual limit, no Form 709 is required. Key Consideration: Ensure the tuition and fees are paid directly to the school rather than giving the cash to the student. If you give the cash to the student to pay the school themselves, the tuition exclusion is lost, and the entire amount counts against your annual $19,000 limit.
December 29, 2025
2:53 PM
Also here is what google ai said: Your logic and math are correct for the 2025 tax year. Under the scenario provided, you would not need to file Form 709. Your strategy utilizes two distinct tax pro...
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Also here is what google ai said: Your logic and math are correct for the 2025 tax year. Under the scenario provided, you would not need to file Form 709. Your strategy utilizes two distinct tax provisions: the Unlimited Educational Exclusion and the Support Obligation for dependents. Step 1: Apply the Unlimited Educational Exclusion Under Internal Revenue Code Section 2503(e), payments made directly to a qualifying educational institution for tuition are not considered gifts. This exclusion is unlimited and does not count toward your annual gift tax limit. Tuition: $10,000 (Paid directly) = $0 reportable gift. Step 2: Categorize Support for a Dependent For a student who qualifies as your dependent, payments for "necessaries" such as food and housing are considered a fulfillment of a legal obligation of support. Because these payments are support and not "gifts," they are generally excluded from gift tax reporting entirely. Housing and Food: $15,000 (Support) = $0 reportable gift. Step 3: Allocate the Scholarship to Remaining Costs Mandatory fees (unlike tuition) do not qualify for the unlimited educational exclusion. However, your allocation of the unrestricted scholarship effectively reduces the reportable "gift" portion of the expenses to zero. Mandatory Fees: $5,000 Scholarship applied to Fees: -$5,000 Remaining reportable amount: $0 Answer: The math holds up. Even if you chose to ignore the "support" argument and treated everything except tuition as a gift, you would still be well within the 2025 individual annual exclusion of $19,000. Total Potential Gift = (Fees + Housing) - Scholarship Total Potential Gift = ($5,000 + $15,000) - $5,000 = $15,000 $15,000 < $19,000 Since the total non-exempt amount ($15,000) is less than the $19,000 individual limit, no Form 709 is required. Key Consideration: Ensure the tuition and fees are paid directly to the school rather than giving the cash to the student. If you give the cash to the student to pay the school themselves, the tuition exclusion is lost, and the entire amount counts against your annual $19,000 limit.
December 29, 2025
2:47 PM
@VeryLongSigh... wrote: Maybe Intuit will listen to their customers and maintain the desktop product... I have no inside information (I mean ZERO), but I imagine they'll keep desktop around for...
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@VeryLongSigh... wrote: Maybe Intuit will listen to their customers and maintain the desktop product... I have no inside information (I mean ZERO), but I imagine they'll keep desktop around for a few more years. However, regardless of anyone's wants or needs, the future is going to be online prep and filing. I mean, it IS going to happen, it's just a matter of how soon.
December 29, 2025
2:44 PM
Are you looking for an email from the IRS or from Intuit? See these articles for more information on this topic:
I need help signing in to my Intuit Account
IRS site, see Accessing IRS tool...
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Are you looking for an email from the IRS or from Intuit? See these articles for more information on this topic:
I need help signing in to my Intuit Account
IRS site, see Accessing IRS tools
Tax year 2025 calendar: Important federal dates and deadlines
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December 29, 2025
2:43 PM
@ekmk wrote: Why would Intuit choose to cancel a tax-related service in the middle of the tax year - without much warning at that? Not to be unkind or anything, but ItsDeductible users shou...
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@ekmk wrote: Why would Intuit choose to cancel a tax-related service in the middle of the tax year - without much warning at that? Not to be unkind or anything, but ItsDeductible users should have heeded the signal a couple of years ago when Intuit first made an attempt to discontinue the program and then, after some time, relented and extended it for two years. At that point, everyone should have realized that ItsDeductible was on borrowed time. You should also be aware that it's a service that apparently very few TurboTax customers used (or else it would not have been discontinued). FYI, over 90% of individual income tax return filers do not itemize deductions and, most likely, those who do may not have a lot, if any, charitable donations to report (at least not to the extent where they need a program to keep track of them).
December 29, 2025
2:37 PM
When you go through the interview questions for a dependent that you entered, there is an odd question that asks if the child paid for over half their own support. You need to say NO to that questio...
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When you go through the interview questions for a dependent that you entered, there is an odd question that asks if the child paid for over half their own support. You need to say NO to that question. It is not asking if you paid over half. Click your child's name in MY INFO and go back through those questions.
December 29, 2025
2:36 PM
2 Cheers
Oh, I don't think I'd like either of those any better, but if they meet my two stated "must haves" -- offline access and protection of my confidential information -- I might have to live with them. ...
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Oh, I don't think I'd like either of those any better, but if they meet my two stated "must haves" -- offline access and protection of my confidential information -- I might have to live with them. And if they don't meet those requirements, I might actually have to use a CPA or tax attorney. (I know someone's gonna say "Yeah, but they use online services, too", but I believe I'd be protected better.) We're not there yet, thankfully, and I hope we don't get there anytime soon. Maybe Intuit will listen to their customers and maintain the desktop product for those who prefer it, as I do.
December 29, 2025
2:36 PM
I have just today purchased TT premier 2025 for Mac download from Prime - I AM UNABLE TO ACTIVATE IT. PLEASE SEND DETAILED INSTRUCTIONS. TIMBUTLER