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I have the same issue.  2025 is the first year I rolled my son's 529 into a new ROTH account for him.  Initially TT hit me with tax on the earnings.  Like others, Chat GPT (to my amazement) was helpful in letting me hammer the 1040 and worksheets into submission.    IMO, the TT interview section for 529 distributions is not complete.  It is lacking in two areas (that I discovered): 1. Roth rollovers and 2. Room and board for live-with-parents college students where the parents take a distribution for the school-approved amount of support.    With CHATGPT help, I was able to zero the tax on both distributions by going directly into the forms and forcing values [which feels a lot like doing my own taxes on paper].  When I run the "end of return" error check, I am getting an error on the 'X' in the 1099-Q box indicating the 529-to-Roth rollover.  It turns that 'X' "red", and then if you read the error's explanation text, it tells you that TT is not done writing the Roth/529 rollover section and suggests you update the software and keep coming back for updates.  My question is simple - Intuit, when will you finish the 529 interview sections (especially for 529 rollovers)?  I am unclear if I can proceed with an error message.  Can I e-file with an error?  I don't think this 529 rollover tax code is that new, so why the delay?

For state taxes, only the state will know why they have not yet issued a refund. They may have your return under review or they may have taken it for a prior debt. You will need to contact your state department. See How do I contact my state Department of Revenue?

@17718850368 The Energy Efficient Home Improvement Credit for a central air conditioner is limited to $600. Form 5695 instructions page 3 - https://www.irs.gov/pub/irs-pdf/i5695.pdf#page=3   The credit from the Form 5695 Line 32 flows to Schedule 3 Line 5b.  The amount from Schedule 3 Line 8 flows to the Form 1040 Line 20.  

If you would like to downgrade in your TurboTax program, you can follow these steps to downgrade to a different TurboTax Online product: Open your return  In the left menu, select Switch Products.  Select Downgrade. If you wish to cancel your return, while you can not cancel a pending e-filed return; if you have not e-filed yet, and you do not want to finish your return in TurboTax, you can simply stop, sign out, and leave it unfiled.  Any unfinished returns that have not been filed are eventually purged from the system.   If you are using TurboTax Online and if you have not paid yet, or registered or filed your return, you can use the "Clear & Start Over" feature ‌to delete your data as follows: Click on "Tax Tools" in the left panel of your TurboTax screen and then   Click on "Tools" and then  Select "Clear & Start Over"   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   Click here for How do I downgrade to a different TurboTax Online product? Click here for Can I cancel or amend a pending return?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.    

Si la declaración ya fue enviada no te será permitido hacer cambio alguno. Debes esperar que el IRS la acepte o la rechace.   Si el IRS la rechaza, puedes corregir la información. En caso de que el IRS la haya aceptado, podrás hacer una enmienda.    De todos modos, no te preocupes, ya que generalmente si no incluyes el alquiler, eso no cambia tu declaración federal, porque los pagos de renta no se pueden deducir ante el IRS.    

@SuziM Hijacking this to add that I am searching for answers on this. Turbo Tax is including the 6000 Senior deduction (with the standard deduction using the taxable income c.g. method) in calculating my self-employed QBI. But it is irrelevant to my net QBI and is not supposed to be a factor — correct? If so, how do I force turbo tax to correct that (Desktop edition)? Thanks you 

Two possible answers: You paid fees to have your taxes done that reduced your refund. The state kept part. Check to see how you paid TurboTax to determine if the money went to fees. Contact the state -(608) 266-2486

Yes, you can amend more than once for a tax year. You will use the first 1040-X numbers as though it was your original return to change it for a new amendment. You may need to use TurboTax Desktop to amend a second time. This will allow you to use the corrected original numbers for your second amendment.    Start by using this article to amend your amendment. How do I amend my tax return for a prior year?

Wrong. This is happening to lots of people. It happened to me today. You are implying human error. It is TurboTax error. So I finished elsewhere online in 20 minutes with zero errors. Furthermore, the contact is utterly useless as it connects to AI that is not AI but a bot with a few questions and answers. Then you are on hold forever.

The SmartCheck message is saying that the depreciation amount is too high in comparison to what the vehicle is worth.    Try this first: Delete the vehicle.  Add it back in with its original service date.  Calculate your estimated depreciation per year based on miles used for business. You may need your Depreciation Reports from last year. Other options:  Go back to the sale of vehicle and delete any numbers in the AMT section. In Smart check, when the worksheet is displayed, right click on the field (Line 51 and/or Line 52).  From the dropdown menu displayed, select "Override". You should then be able to enter any number that you want. However, do not enter an amount greater than the depreciable basis of the vehicle. If you've used the vehicle more than 5 years, the basis is zero. @Dang83 

Form 1099-B is reported in TurboTax under the Investments and Savings Section of Wages & Income.  TurboTax automatically completes Form 8949 when you enter your stock sales.  If you would like to import your 1099-B, review the TurboTax Help article Where do I enter or import a 1099-B?.    Follow the steps below to enter your 1099-B:   Launch TurboTax Select Wages & Income Select the dropdown by Investments and Savings Select Start/Revisit by Stocks, Bonds, Mutual Funds (1099-B) TurboTax will guide you through the screens to enter your 1099-B. For more information on broker transactions, ‌ refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?   If you are reporting dividends, refer to the TurboTax Hep articles Where do I enter my 1099-DIV in TurboTax Online? for instructions.

First, please make sure that you have purchased the right product. The codes for TurboTax Online will not work with TurboTax CD/Download & vice versa.   Second, if you bought TurboTax at a retailer (Costco, Walmart, Staples, etc.), please make sure that you are using the code that came in the package. It may be on a slip of paper or on a scratch-off card. It is not on the outside of the box or on your receipt.   If you have bought TurboTax Online, please go to turbotax.ca/activate to use your code before you start your returns. You can see this TurboTax FAQ for step-by-step instructions: In TurboTax Online, how do I use a prepayment code?    Please note that you can only use the code once in one account. Using the code again will give an error message.   If you are still not able to resolve your code issue, please contact our phone support team at 1-888-829-8608.   Thank you for choosing TurboTax.

@pk Thank you again for your explanation. I may be mistaken, but I believe I was treated as a nonresident in 2023, not because I was exempt, but because I did not meet the Substantial Presence Test. I was outside the U.S. in 2021 and 2022, so when I returned in September 2023, I did not accumulate enough days to meet the 183-day threshold. If that is the case — meaning 2023 was nonresident solely due to not meeting the SPT and not due to exempt status — would that affect the residency determination for 2025 under the 2-out-of-6 rule? Also, for completeness, I have not been paid by a foreign employer during my first and second J-1 stays. I would appreciate your thoughts on this.

When you call an AI that is moronic and not an AI at all. It is just a scripted bot with a very limited set of questions and answers it understands. Then you are on hold forever. So TurboTax clearly prefers to neglect customers to extract more profit. Failure.

Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 à la date limite de production normale (30 avril 2026), nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à minuit  pour le soutien en anglais De 9 h à 21 h pour le soutien en français   Merci de choisir TurboÎmpôt.