All Posts

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules

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.

Please make certain to clear your cache and delete your cookies.   Here's how to clear your cache.   Here's how to delete your cookies.   If that doesn't help please come back here with the specific error message that you are experiencing.

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.

@charlotte_asmith wrote: How can I file home improvements You don't file home improvements; you retain documentation re the cost of the improvements to add to your basis when the home is ultimately sold.

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.

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.