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The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

I was always under the impression that the import list was downloaded when you went to that page, not that it was hardcoded in the software. In fact, you can see a popup with "Importing partner (something)" when you go to the import page.

I did call the support number. It took about 45 minutes to get through. They did estimate the wait time up front, so I expected the wait. They were able to confirm that I did not actually consume an addition license when I went through the re-activation process. So, the good news is I should not run out of licenses if I am forced to go through this again.   They also stated that they cannot "reset" the number of licenses I have. However, if I did get locked out they would issue me a new code. In other words, they would make it right.

There are 1 or 2 other desktop apps out there for now. Can't say if they're any better than TurboTax. Also, you would be starting from scratch because not much info will transfer from TuboTaax to the other app.  

Not everyone qualifies for a Refund Anticipation Loan.  First, if you selected the option to get your refund five days early you can't also get a refund advance.  Then there are all of these requirements:   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. In addition there is a limit to how much money Credit Karma can loan out at any one time so you may have requested a loan when that amount was maxed out.

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Other Income Taxes, click on the start or update button

@2019TT4me2c  The Form 1099-R section was finalized and made available in TurboTax on 01/21/2026 for the online editions and on 01/22/2026 for the desktop editions.   If you are using the online editions, clear cache and cookies on your web browser.  Or change your browser to either Google Chrome or Microsoft Edge.   If you are using the desktop edition, click on Online at the top of the desktop program screen and then click on Check for Updates to make sure the software is at the latest release.   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