turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

@Spar85 Don't worry about that box.  It is only used for those who are eligible for the Earned Income Tax Credit.   I have e-filed a federal tax return on 01/28 for my granddaughter and she has a... See more...
@Spar85 Don't worry about that box.  It is only used for those who are eligible for the Earned Income Tax Credit.   I have e-filed a federal tax return on 01/28 for my granddaughter and she has already received the federal tax refund.  That box was not checked on the Form 1040.
OK, I found it, it's right after the Dependent worksheet, at the top of the list of Forms.  I went in and entered what we paid for room and board (spring semester) and rent, electricity, and food (fa... See more...
OK, I found it, it's right after the Dependent worksheet, at the top of the list of Forms.  I went in and entered what we paid for room and board (spring semester) and rent, electricity, and food (fall semester - I had her keep a spreadsheet and every month we pulled money for rent and electricity, and sent her money for food then pulled that from the 529 at the end of the year, to make sure it was less than the COA).   The first time I saved, then closed the file, then opened it again, it wiped out the room and board entry.  But I entered it again, saved it, then went to add a 1099-Q and it reduced our refund, added a second 1099-Q we'd pulled from a different 529 in the spring, and reduced it further.  I went to look at the Student Worksheet, and the room and board was there, but there was $10,000 in the first column on line 19 "used for credit" even though I had checked Not applicable instead of "use credit or deduction which results in best tax outcome" on Part VII (we don't qualify for the credits anyway).   I changed that $10,000 on line 19 to zero, and all the taxable earnings from the 529s became nontaxable (our withdrawals were less than the tuition and fees we paid after scholarships, and the room and board/living expenses we kept track of).   I've opened and closed the file a couple of times now and it seems like the numbers are sticking.  I haven't *saved* the file again, so if the 1098-T box 1 I get from our student when I call her is different and needs to be changed from what we actually paid, I don't know where to enter what we actually paid and if the program is going to put something on line 19 again.  But for now, it's a workaround for the lack of an interview process to input it.
I’m confused. Box 2 of my 1098T says my dependent son’s tuition is $47,000. Box 5 says scholarship is $33,000 which when subtracted exactly equals the $14,000 out of pocket amount I paid. I qualify c... See more...
I’m confused. Box 2 of my 1098T says my dependent son’s tuition is $47,000. Box 5 says scholarship is $33,000 which when subtracted exactly equals the $14,000 out of pocket amount I paid. I qualify completely for AOTC in every other way but when I click the button underneath to say I paid $14,000 it then says I don’t qualify. Should I not fill that in and just go by 1098T? 
The 'looks like we hit a snag' error often relates to a connectivity issue.  If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to the section.   Make sur... See more...
The 'looks like we hit a snag' error often relates to a connectivity issue.  If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to the section.   Make sure you've disabled your anti-virus software, which can block data transmission.  Some users suggest using an 'incognito' window in your browser.   @eeterrific 
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to g... See more...
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
As @VolvoGirl stated, you can find the at-risk questions again by going back to the Business / Self-employed section of your return. The questions appear in the follow-up section after the main scree... See more...
As @VolvoGirl stated, you can find the at-risk questions again by going back to the Business / Self-employed section of your return. The questions appear in the follow-up section after the main screen where you enter the income and expense items.   If you have a business loss and amounts invested in the business for which you are not at risk, you may need to apply a limitation that could reduce your deductible loss. The at-risk rules generally limit the amount of loss (including loss on the disposition of assets) you can claim to the amount you could actually lose in the business.   Amounts not at-risk include the following:   Nonrecourse loans used to finance the business, to acquire property used in the business, or to acquire the business that are not secured by your own property (other than property used in the business). However, there is an exception for certain nonrecourse financing borrowed by you in connection with holding real property. Cash, property, or borrowed amounts used in the business (or contributed to the business, or used to acquire the business) that are protected against loss by a guarantee, stop-loss agreement, or another similar arrangement (excluding casualty insurance and insurance against tort liability). Amounts borrowed for use in the business from a person who has an interest in the business, other than as a creditor, or who is related under section 465(b)(3)(C) to a person (other than you) having such an interest. If you didn't borrow funds to finance the business or its assets under circumstances such as these, then you can answer "not applicable".   See IRS Publication 925 and this TurboTax tips article for more information regarding the at-risk rules.   @linneaonan
Still an issue - reboot done and everything.
Thank you @DaveF1006 . I should have mentioned that I tried that approach already. The checkbox for "Nontaxable Medicaid waiver payments" is not in the list on the "Let's check for uncommon situation... See more...
Thank you @DaveF1006 . I should have mentioned that I tried that approach already. The checkbox for "Nontaxable Medicaid waiver payments" is not in the list on the "Let's check for uncommon situations" screen when there is an entry for this in box 12. When I delete the box 12 entry the option is available on that screen, but when I re-add the box 12 entry with code II for medicaid waiver payments, the option is removed from the list on the"Let's check for uncommon situations" screen.    Would you recommend I delete the box 12 entry so i can check the box on the "Let's check for uncommon situations" screen and add the income there, or add $1 in box 1, or is there some other approach?
Intuit Update service v5 could not be stopped. Is there a way to turn off the automatic update feature until after installation?  
I do not see the $6,000 additional deduction for seniors over 65 included in my 1040 tax form. Has TurboTax been updated to include this?
Amen, pay all the money for TurboTax Business and TurboTax Deluxe and a bug in your software renders it useless and you can't get anyone to get it fixed.  Great service, I hear H&R Block may be more ... See more...
Amen, pay all the money for TurboTax Business and TurboTax Deluxe and a bug in your software renders it useless and you can't get anyone to get it fixed.  Great service, I hear H&R Block may be more responsive after they take all your money....   Is this fixed yet??  If not when is it going to be fixed???
Same here. We’re all on the same boat. My CA refund was issued on 2/3, Tuesday, and as of today, Saturday, 2/7, it has not hit my bank. The routing number for Cross River Bank is shown on my Tax tran... See more...
Same here. We’re all on the same boat. My CA refund was issued on 2/3, Tuesday, and as of today, Saturday, 2/7, it has not hit my bank. The routing number for Cross River Bank is shown on my Tax transcript under page 9, 8543-OL form. We’ll just have to, I guess, wait for a couple business days more to see our refund. If I don’t receive it by 2/11, there needs to be some escalation going on.
Thanks because with the turbo tax glitch is kicked my income off and a bunch of credits and all so now since they didn’t wanna work with me on it I have to admend it and all smh
Did you e-file your tax return and was it accepted? You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large butt... See more...
Did you e-file your tax return and was it accepted? You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.
Agree this is a glitch.  Every year they have a "glitch" in the on-line version of their software.  "Helps determine if you're eligible for certain tax credits".... or whatever - I am not asking for ... See more...
Agree this is a glitch.  Every year they have a "glitch" in the on-line version of their software.  "Helps determine if you're eligible for certain tax credits".... or whatever - I am not asking for any credits.  I'm leaving it blank, and if the IRS comes asking (they won't) i will refer them to Intuit.  Besides - does the IRS really need to know if you live where they think you live for any amount of time during the year if you are not asking for any credits?  My parents live in Europe and file US taxes there fro their SS income and investment income.  They have no US address (just a forwarding service).  They aren't asking for an EIC break either so....