All Posts

I received an email from Turbo Tax saying that I asked for a 5 day early return and would be billed $35. I did not sign up for this and this charge needs to be removed. I do not need my return 5 days early. Can you take care of this.  Thank You: Eric Niemi

After you have entered the foreign rental income in the Rental section (Schedule E), you must go to Deductions & Credits → Foreign Taxes and indicate the income is passive category income to trigger Form 1116. For a step-by-step walk though, follow the steps listed in this article.     

TurboTax generally allows entering only whole numbers for estimated quarterly tax payments. If you try to enter decimals, the software may round to the nearest whole number automatically. For estimated tax payments: 1. Enter the payment amount as a whole number; cents are usually not required. 2. You can total smaller amounts and enter the rounded total.   If you did not receive an Identity Protection PIN (IP PIN) from the IRS, you can skip entering it in TurboTax by following these steps: 1. Navigate to the Other Tax Situations section. 2. Select Identity Protection PIN. 3. When asked if someone on the return has an IP PIN, select No. 4. Continue with the return without entering a PIN. If your return is rejected because an IP PIN is required, it means the IRS expects one for your situation. In that case, you may need to retrieve the IP PIN from the IRS before refiling your return

I only received a 1099-R. I looked at it again and I was able to put my age and was over the 591/2 so I was not assessed a penalty but I didn't think  anyone at any age should be penalized for withdrawal of a money market.

How old are the children?   A qualifying child must be under the age of 17 at the end of the year. If your children turned 17 on or before December 31, 2025, they no longer qualify for the Child Tax Credit and automatically qualify for the $500 Credit for Other Dependents. The children's SSNs must be valid for employment in the United States. The children must be U.S. citizens, U.S. nationals, or U.S. resident aliens.

It's possible for your IRS transcript and TurboTax to show different information due to timing or updates. The transcript might show $0 refund if the IRS hasn't fully processed your return or updated their records yet, while TurboTax shows your calculated refund and acceptance by the IRS. Discrepancies in filing status, like Head of Household on the transcript and Single in TurboTax, can happen if your filed return's data in the IRS system hasn't fully updated or if the transcript reflects a different tax year or amended return. IRS transcripts update later in the process and may not immediately reflect changes or corrections made through TurboTax before final processing. If your TurboTax return was accepted showing Single status, that is typically the status filed. Transcripts reflect processed return data and may have delays or errors. Continue monitoring your transcript, as it can take time to sync. This difference is common and usually resolves after IRS processing is complete. Ensure your TurboTax data matches your intended filing status and refund before filing.

Thanks, I did put in a made up number and it let me proceed. If the system was smart it would assume a $0 contribution prior to 2025 would imply an inherited Roth.  I entered what the amount I withdrew which might imply no growth.  All that should matter is the owners age and when Roth was originated. Don't know why they ask how much was contributed prior to the tax year being processed.  

I know you have tried many of these things, but I would maybe try a different browser.   You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I see that you have purchased TurboTax Premier 2025. I have re-sent the receipt to you via email. Confirm if you have received it. Please check your junk/spam folder.   Thank you for choosing TurboTax.    

Did you receive the benefits on a a form other than an IRS form 1099-G?  Please clarify.   Paid family leave may be reported by following these steps:     In TurboTax Online, enter 'paid family leave' in the search microscope in the upper right hand corner of the screen.  Enter. Click on 'Jump to paid family leave'.

Para la declaración de impuestos de 2022, debe utilizar el software de escritorio TurboTax (TurboTax Desktop), ya que TurboTax Online para el año actual no admite la presentación electrónica (e-filing) para las declaraciones de 2022.   Aquí están sus opciones de presentación:   Compre e instale TurboTax Desktop para 2022 para preparar e imprimir su declaración para enviarla por correo. Utilice TurboTax Online para enmendar o presentar si ya ha presentado pero necesita hacer cambios. Envíe por correo su declaración completa al IRS ya que la presentación electrónica no está disponible para 2022 en la versión en línea. Asegúrese de reunir todos los documentos necesarios (W-2, 1099, etc.) y siga las indicaciones del software para completar su declaración con precisión.  

If you applied your 2024 Minnesota state tax overpayment to your 2025 estimated taxes, it isn't automatically taxable on your 2025 federal return. It is only taxable if you itemized deductions in 2024 and received a federal tax benefit from deducting state taxes. If you took the standard deduction in 2024, the overpayment generally isn't taxable.   Publication 525 (2025), Taxable and Nontaxable Income    

Some customers will need to allow the Intuit site permission to access your local network. If you have already denied permission, you will need to reset it.    In Edge, this may be done by:    Clicking the three dots in the upper right hand corner. Go to Settings and more. Select Privacy, search and services. Select Site permissions. Select All permissions. Scroll to local network access. Set to Ask before  accessing. 

TurboTax te da un estimado. Verifica el estado de tu reembolso del IRS usando la herramienta oficial "¿Dónde está mi reembolso?" en IRS.gov. Necesitarás tu número de Seguro Social (SSN) o ITIN, tu estado civil de presentación de impuestos y la cantidad exacta de tu reembolso. Las actualizaciones de estado generalmente aparecen 24 horas después de la presentación electrónica o 4 semanas después de enviar una declaración en papel.