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I will add my support for the developers to continue to support Windows 10 ESU for the FY2025 tax season.  As a 20+ TT user I won't be upgrading to buggy WIN11 to run TT2025, but will instead be for... See more...
I will add my support for the developers to continue to support Windows 10 ESU for the FY2025 tax season.  As a 20+ TT user I won't be upgrading to buggy WIN11 to run TT2025, but will instead be forced to move to your competitors offerings that do support WIN10  for desktop based Tax software.  I also will not use online web based software for my taxes.     Very shortsighted move that leaves your loyal customers in the lurch, when in fact MS has extended the FREE ESU support until 2026.  Please reconsider ASAP!!!
Yes, thanks, @VolvoGirl    I edited my post.
@dhayman wrote: Did the product people think through this one? Of course - no question about it.
TurboTax software for the tax year 2025 will be available Mid - December 2025.   Thank you for choosing TurboTax.
I only see a draft "C" on the IRS site. That should get you close enough for drafts of Government work. TT will not update until the IRS does.
If TT will not support Windows 10 ESU (which will be available minimally until October, 2026), then I'm going to find a new tax software vendor.  To force users to upgrade to Windows 11 (an inferior ... See more...
If TT will not support Windows 10 ESU (which will be available minimally until October, 2026), then I'm going to find a new tax software vendor.  To force users to upgrade to Windows 11 (an inferior OS platform by many tech measures), is utterly ridiculous.  Did the product people think through this one?
Hello,   In 2024, I contributed the max to my Roth IRA, and later realized my income would have exceeded the limit. I then withdrew from the Roth, contributed to a Traditional, and did a conversion... See more...
Hello,   In 2024, I contributed the max to my Roth IRA, and later realized my income would have exceeded the limit. I then withdrew from the Roth, contributed to a Traditional, and did a conversion to Roth.   In hindsight I should have done a re-characterization, but my sequence of actions resulted in what looked like an excess contribution on paper even though the net amount that entered my IRA was within the limits.   I ended up paying some penalty when filing for tax year 2024 just so I can file on time. My question is, what is the best way to proceed now? My goal is to clear up any existing issues and get to a place where I can just do a backdoor roth conversion every year.   I'd prefer to just have a professional handle everything, would that be the TurboTax Live Full Service? Do I need to wait until the new tax season begins? I have not contributed anything in 2025 yet to any IRA and I want to make sure that I still max out my 2025 contributions.
Turbotax automatically applies the correct standard deduction based on your age calculated from your birthdate.  You don't have to select anything extra yourself.  
The amount of your standard deduction goes by your age at the end of the tax year.   2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPAR... See more...
The amount of your standard deduction goes by your age at the end of the tax year.   2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out above certain incomes.      
@M-MTax   That link doesn't work for me.  Is it this one? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8
You misunderstood.   When you prepared your 2024 tax return, the software uses your age at the end of 2024.  Turning 65 in 2025 does not give you that extra amount on a 2024 tax return.   If you turn... See more...
You misunderstood.   When you prepared your 2024 tax return, the software uses your age at the end of 2024.  Turning 65 in 2025 does not give you that extra amount on a 2024 tax return.   If you turned 65 in 2025, you will have an extra amount for your standard deduction when you prepare your 2025 return--that you file in 2026.
@BettyRobichaud2019 Not sure what you mean by "I have a tax return to be issued for year ending 2021"   Do you mean that you filed a 2021 tax return?   How long ago did you file it?   Did you e-f... See more...
@BettyRobichaud2019 Not sure what you mean by "I have a tax return to be issued for year ending 2021"   Do you mean that you filed a 2021 tax return?   How long ago did you file it?   Did you e-file it in 2022, or did you mail it in at some later time?  When?      A tax return is the Form 1040 you send to the IRS.   A tax refund is the money you get back if you paid too much tax.      Are you asking about a tax return or are you asking about a refund?   Please explain.
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 giv... See more...
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  
Are you trying to apply for the Flex loan?  Scroll down and check through the Frequently asked questions section https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex... See more...
Are you trying to apply for the Flex loan?  Scroll down and check through the Frequently asked questions section https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8
We have passed on your concern to the TurboTax Live department and they will be reaching out to you directly.   Thank you for choosing TurboTax.
One thing I can think of (any maybe the only thing) would be if you were having any Turbo Tax fees deducted form your refund but the IRS changed your refund or didn't send your refund.  Then you stil... See more...
One thing I can think of (any maybe the only thing) would be if you were having any Turbo Tax fees deducted form your refund but the IRS changed your refund or didn't send your refund.  Then you still owe the fees.     Did you get a letter in the mail saying you still owe something?  If you owe the IRS or state any prior tax due or penalties that has nothing to do with Turbo Tax.  Turbo Tax doesn't send any payments to the IRS or state.  
Did you try the account recovery lookup?  How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_U... See more...
Did you try the account recovery lookup?  How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/ Something else you could do is close that credit card and get a new one so it can't get charged.  
No you don't need Turbo Tax Business to enter a K-1 you received.  It goes on your personal return.  You needed to use the Online Premium version or any of the personal Desktop programs to enter a K-... See more...
No you don't need Turbo Tax Business to enter a K-1 you received.  It goes on your personal return.  You needed to use the Online Premium version or any of the personal Desktop programs to enter a K-1.   Online for 2024 is now closed.     How to Amend the 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   To enter a K-1 go to Federal Taxes Tab or Personal (Home & Business version) Wages and Income Then scroll way down to S-Corp, Partnerships and Trusts Schedules K-1 - Click the Start or Update button   Be sure to pick the right kind of K-1. There are 3 kinds, 1041, 1065 & 1120S    
When did you turn 65?  In April 2024 or 2025?  If you turned 65 in 2024 then you need to amend to change your birthdate.  The Standard Deduction goes by your date of birth.  You must have entered it ... See more...
When did you turn 65?  In April 2024 or 2025?  If you turned 65 in 2024 then you need to amend to change your birthdate.  The Standard Deduction goes by your date of birth.  You must have entered it wrong, but if  it was wrong the IRS should have rejected your return.     When were you born?  If you turned 65 in April 2025 (this year) you don't get the additional increase until you file 2025 return next year.  And then the amounts will be Single 15,750 + 2,000 for 65 and over or blind (17,750)  AND there is the new separate $6,000 Senior Deduction you can get.    
@Opus 17 wrote:   Maybe if the transfer switch is manual, it might be allowed.    And this is largely irrelevant, since we are talking about "completion" instead of "in service" (for a residenti... See more...
@Opus 17 wrote:   Maybe if the transfer switch is manual, it might be allowed.    And this is largely irrelevant, since we are talking about "completion" instead of "in service" (for a residential system).    Maybe they vary, but the automatic switches that I've seen have a manual option as well.   Yeah, you are right.  But it may be more support for any arguments from those who say it isn't "completed" until after the inspections.