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The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue 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

Oui, vous pouvez faire une d/claration 2024. Vous pouvez choisir le logiciel TurboImpôt en ligne ou le logiciel TurboImpôt téléchargé.    Transmettez vos impôts des années passées    Les logiciels TurboÎmpôt en ligne (Gratuit - De luxe - Premier et Travailleur autonome) ne donnent pas accès directement aux formulaires, c'est un style d'entrevue. Lorsque votre déclaration est terminée et que vous la transmettez, les formulaires appropriés seront inclus et vous pourrez sauvegarder et imprimer le tout. Vous pouvez voir les lignes de vos déclarations en cliquant sur 'Afficher le sommaire détaillé' au haut de l'écran. Pour accéder aux formulaires avec les logiciels TurboÎmpôt téléchargement (De Base - De Luxe - Premier - Particuliers et entreprises), cliquez sur Formulaires dans le menu au haut de l'écran:     Pour retourner en mode Easy Step (entrevue) cliquez sur l'icon Easy Step:     Merci de choisir TurboÎmpôt

The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button   The Form 5695,Residential Energy Credits has not yet been finalized.  There is currently no date when it will be available.

The 1099-R section is ready in both TurboTax Desktop and TurboTax Online.  You can enter the info manually if importing from your financial institution is not yet ready.    Here's more details on 1099-R.       @mlc4 

But here is the challenge - TurboTax is NOTORIOUS for mis/dis-information purely for marketing to confuse the user.  Every few pages they ALWAYS try to upsell.  Couple of years ago, I filed standard and had to HUNT down where and how to file free.  Fast forward to 2025, my daughter who makes far less than I do, filed using the simple form, both federal and state and she was charged $88!!!! WTF… I make 10 times the amount as she does and also took the standard deduction, married filed joint and was charged ZERO.   TurboTax… you owe my daughter $88!!!

Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.     This deduction is for qualified individuals. Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers). The full taxable amount is included in your gross income on Form 1040; however, the Senior Deduction is reflected on line 13b.   It is reflected on Schedule 1A, Part V, Line 37   For more information, see Deductions for Seniors.  

The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

What sort of assistance do you need?    To check if you signed up for the TurboTax Refund Advance, you can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods.  If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

The software is not forgetting your previous answers; the presumption is that if you go through the HSA interview and answer certain questions, then you want to change previous answers.   When you check a certain option, TurboTax requires that you re-enter the months in which you had HDHP coverage.   In the HSA interview, you are asked, "What type of HDHP coverage did [name] have during 2025?"   What did you answer here? "Different plan types at different times of the year"? Checking this is likely to reset the HDHP coverage for each month until you enter it again.   That is, the software is not forgetting your previous answers; the presumption is that if you go through the HSA interview and answer certain questions, then you want to change previous answers. You can see that with a little testing that when you enter various months from pass to pass, that the change in the tax return is consistent with the software using the last set of entries that you made.

Figured it out. TurboTax.exe was flagged as a virus by Windows, not my ESET or MBAM.   I had to open the Registry and delete this key. Then the program launched: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows NT\CurrentVersion\Image File Execution Options\turbotax.exe