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You are seeing this because the amount of Medicare taxes withheld in box 6 is Not exactly 1.45% of the Medicare wages in box 5.  Remove any cents for the Medicare taxes and see if the upgrade message goes away. OR - Delete the w-2 and re-enter.  Make sure the amount in box 6 is 1.45% or less of the amount in box 5.

If you received an email saying a form was released but you still do not see it in your TurboTax Desktop software, please be aware that while the form has been finalized, the software updates take a bit longer to be deployed. Full access will be available once the updates are fully integrated into the software. Please check for form 5695 again on or after January 30th.

Some customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.

If you applied for the advance, you can look in a few specific places in your account or your email for more information.    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.

I mentioned step-by-step in the previous post, but TurboTax uses the Easy Step label for their interview mode. I don't know if this makes a difference, but I thought I would mention it.   @no-name1 

I am confused, my fiancee had a box 14 OBBBOTPREMIUM for 1801. Then under different situations, they asked about overtime again & if I knew the amount, again I put the 1801. Is that not correct? Should I have only filled in the box 14?

I’m sure it’s bound to happen sooner or later. New year, same problem. Applied, had all sorts of issues that resulted in a phone call telling me everything’s cool. Taxes were accepted both fed and state 36 hours ago and my brand new, shiny Credit Karma account is sitting with a whopping 0.00 in it. Just save yourself the stress and the horrible answers that do nothing for your question and just go to H&R or anyone else. Those are the ONLY companies that have true advances and you’ll have it by the time you walk out the door. I better not be paying any additional fees for my refund getting deposited into that Credit Karma account when it comes on feb 16th per the IRS. 

I have entered a MFJ couple earning $218,550 -in the phase out range. Looking at Sch 1-A: line 31 shows the $218,550 line 32 the program correctly subtracts $150k line 33  shows $68,550 as the overage.  line 34 The 6% phaseout is multiplied to get $4113 lost deductions line 35 shows the remaining $1887 allowed per person line 36a person one $1887 is entered line 36b person two $1887 is entered line 37 total deduction for a MFJ couple both with SSN is $3774. line 38 repeats the total and carries it to your 1040.   If your forms are not calculating the 6% penalty correctly, you will need to update your program is you are using the desktop version.    @DebraNoice