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When you get to the screen that says, "Get your federal refund faster" and it gives the option of Fast deposit to Credit Karma or a bank account, select "No thanks". The next screen is "How would you like to receive your federal refund?" If you are eligible for the Refund Advance, you will see this as an option.   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

You probably answered something incorrectly in MY INFO.   Go back to MY INFO, click the child’s name  and go through all of the interview questions carefully and slowly.  Read every screen top to bottom.     Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.   If your dependent was a full-time college student, make sure you were careful on the MY INFO screen for “Uncommon situations” and that you indicated there that they were a student.   "Full-time student" is relevant if he is a college student.   If he is in high school you do not have to say he is a student.

Try these steps to see if this will correct the issue.   Enter the 1099-R exactly as it appears: Ensure Box 7 has your code (likely G for a direct rollover or 7 for a normal distribution) and that the IRA/SEP/SIMPLE box is checked. When TurboTax asks, "Tell us if you moved the money through a rollover or conversion," select the option: "I rolled over some or all of it to an IRA or other retirement account. The very next screen often asks, "Did you roll over all of this to a Roth IRA?" * Select NO. If it then asks if you moved it to a Traditional IRA, select YES. Let us know if this works.

From a tax point of view, there is no difference between income derived from a side job and income from a business such as a sole proprietorship. They are both self-employment income.   You can deduct expenses which are necessary to generate that income and you pay self-employment tax on top of income tax.

I have a new iMac, latest OS, desktop version of TurboTax 2025 (just purchased at Costco) doesn't load on it. I have tried multiple times.    I have used TurboTax in the past and have not had problems.     I am on hold with TurboTax toll-free for > a half-hour.    You buy your troubles. I wish I hadn't bought TurboTax.     

In the Online version, when you do the "Explain my Taxes" in "Federal Review" you get this: Your total deductions for the year were $xx,xxx, including: - Itemized Deductions: $xx,xxx - Deductible mortgage interest, $xx,xxx - Deductible Charitable Contributions, $x,xxx - State and Local Tax Deduction, $xx,xxx - Qualified business income deduction, $5,296    <==== This should read as Senior Deduction not QBI When I hand calculate based my income 5,296 is the correct calculation for Senior Deduction.  It's just the wrong description in this Review page 

Yes he filed “Married Filing Separately” with my SSN and clicked I can be claimed as someone’s dependent. I will also file this way when I get my W-2’s. Does this way allow my parents to still claim me?

You will not be able to prepare Form 8962 on the Free Edition. If you are using a TurboTax Online product, you will need to upgrade to The Deluxe edition or higher. If after upgrading to the TurboTax version you are still getting this error, remove the form altogether and enter it again. This usually fixes this error.    You can manually review a section or delete a specific form/worksheet in 2 different ways. To manually review a section, you will manually go there and click the trash icon next to the section you want to remove. It is not recommended to delete a form or worksheet directly; instead we recommend to go over each specific section of the return from the beginning, double-check your entries and answers, and remove any necessary information.    To delete that specific Form, see the applicable link below   How to Delete a Form on TurboTax Online   How to Delete a Form on TurboTax Desktop  

@ddow33   Since you are 75 did you take your RMD from the account?  Did the QCD cover the whole RMD?   Did you only get one 1099R for the conversion and QCD combined?   I think they need more work on the 1099R and RMD portion of the program. @Dmertz    See this thread especially for SteamTrain replies.  He seems to know how to report RMD Entering first year RMD in TurboTax 2025

The tax tool at healthcare.gov should be available soon to calculate your 2025 monthly second lowest cost Silver plan (SLCSP) premium amounts for your Form 1095-A (Column B). Keep checking back with healthcare.gov or call them at 1-800-318-2596.