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Yes, you can switch to a tax expert at any point during your preparation process.   TurboTax offers two ways to get professional help depending on how much control you want to maintain over the return.   TurboTax Live Expert Assist If you want to keep doing your own taxes but have an expert review your work or answer specific questions, you can upgrade to Expert Assist. You get unlimited on-demand help from experts via live video and a Final Review of your return before you file.   How to switch:  Click the Live Help or Expert Help button in the top menu of your TurboTax screen.  You will be prompted to upgrade, and you will keep all the data you have already entered.   TurboTax Live Full Service  If you decide you don't want to finish the return yourself, you can switch to Full Service and have an expert do everything for you.  You get a dedicated tax expert who does your taxes from start to finish. You upload your documents, and they handle the data entry and filing.   How to switch:  Select Upgrade from the side menu.  Choose the "Real Experts Help or do it for you" tab.  Select Full Service.

Volvogirl may have the solution. Log into TurboTax Click on Tax Home to bring up the center menu Select Personal Info [Preview/Edit] Click your name Check [Revisit] Continue the interview to For important tax credits, enter your SSN or ITIN As Volvogirl said. clear the check from below your Social Security Number.     @deven92991 [Edited 01/20/2026:4:13 PM PST]

Form 1099-SA reports distributions from your HSA. You have to enter this form in your tax return. You also have to enter the amount of distributions used for qualified medical expenses.   Form 5498-SA reports your (and your employer's) contributions to your HSA. You do not need to enter this form on your tax return as the contributions are already reported on your form W-2 in box 12 code W.   In TurboTax Online, to enter your form 1099-SA, follow these steps:   Open your tax return Click on the Search button (magnifying glass icon) on the top right of your screen In the Search box, enter 1099-SA and click on the magnifying glass icon In the search result box, click on Jump to form 1099-SA TurboTax will take you directly to the page where you can start entering your form 1099-SA.

Was your e-file accepted in an early test batch?  Or is it still on the server in "pending?"   MY RETURN IS IN PENDING—what does that mean?   You will not get any information from the IRS refund site while your return is in pending.  The IRS does not have your return yet.   Did you e-file?  Did you click that big orange button that said “Transmit my returns now?”  If so, your return is now in “pending” on a server.  Do not try to change anything while your return is in pending.On January  26  the IRS will begin to accept/reject e-files.  The IRS accepts a FEW returns in test batches ahead of January 26—-but that is very random.   Watch your emails—including your spam folder—for the notice about whether your e-file has been accepted or rejected.  If your return is rejected you will be able to make corrections before re-filing.   If the return you e-filed is accepted you will have to wait until it has been fully processed and then amend it to fix any mistakes or omissions.  It has been taking the IRS four to six months—sometimes longer—to process amended returns.   If you e-filed your state return there will be another email later that tells you if the state was accepted or rejected.   WARNING:   Do not try to change anything on your return while it is pending.   https://www.irs.gov/newsroom/irs-announces-first-day-of-2026-filing-season-online-tools-and-  

To update this, you have to bypass the standard login screen. Check if you have a backup verification method enabled.   On the screen asking for the code, select the small blue link that says Try something else. If you see an option for Email, select it. You can receive the code via your verified email address. Once logged in, go immediately to Intuit Account > Sign in & Security and update your Phone section with the new number. If that doesn't work you will have to do a manual review by the Intuit security team to verify your identity.   Go to this link, Intuit Account Recovery Request. You will need a high-quality photo of your Driver’s License, State ID, or Passport. You will select that you are updating your Phone Number.

Yes. This deduction is located on Schedule 1-A of Form 1040. You don't need to file this form separately, as the software will calculate for you. To claim this credit, make sure you gather all the necessary documents. You will need the corresponding W-2, end-of-year pay stub, and any other statement provided by your employer to support your entries. If you are using TurboTax Online, and need to enter qualified overtime included in your wages (Box 1 of your W-2), follow the steps below:   After you have entered your W-2 information in the Wages & Income section, go to a screen that says “Let's check for other situations.” Check the box corresponding to “Overtime.” Then, you will choose whether you need help in calculating the eligible portion of the Overtime or if you know that, to enter. Tips to remember Not all overtime qualifies to be deducted. Only the portion approved by the FLSA (Fair Labor Standards Act) can be deducted, meaning if you get paid 1.5 times your normal hourly wage, only 0.5 of overtime qualifies to potentially be deducted. Other criteria might apply. See the link below for more information No tax on overtime  

Catina, As I mentioned in my post: - I have purchased TT online 2025 for my business - I have cleared my cache - I have tried a different browser and incognito windows - I have tried accessing the QEF by clicking thru from turbotaxonline >  tax tools > employer forms, and also via a fresh link directly to the QEF url. I continue to be stuck in a loop even though I am always logged in. I have spent 3 hours with 2 different turbo tax agents on screenshare who could not figure it out. Neither agent followed up to solve the issue.

Yes, the Social Security 1099-SSA is entered into TurboTax post your Social Security,  please follow these steps.   Log into TurboTax Select Wages & Income Scroll to and select Social Security (SSA-1099, RRB-1099) Now click Start or Edit or Add another 1099-R The screen may show Did you receive Social Security or Railroad Retirement benefits in 2023? Answer Yes If you filed a 1099-SSA last year, it may show an entry screen for you and‌ your spouse. Continue through the interview. Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? If you are over 65, you will qualify for an additional deduction   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.    

@CatinaT1 wrote: Can you provide a screenshot of the screen you see with the coming soon message? This will help us in tracking down some additional details. No disrespect but, no one at Intuit knows about this or can't even find the message? Kind of tough to believe that customers have to point this out and then Intuit personnel have to ask customers to educate them about their software.

To uncheck the retirement plan box, return to the W-2 that is marked with an incorrect retirement plan.   In TurboTax Online, follow these steps.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & Income. Click to the right of Wages & Salaries. Click on the W-2 to be corrected. Continue to the screen Now let's update the rest. Cursor to box 13 to remove the selection for the retirement plan. See also this TurboTax Help.