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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your o... See more...
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return to make your changes.
CRA Error Code 94 indicates a mismatch between the tax return information and CRA records regarding the taxpayer's name, Social Insurance Number (SIN), or filing status (e.g., falsely indicating a fi... See more...
CRA Error Code 94 indicates a mismatch between the tax return information and CRA records regarding the taxpayer's name, Social Insurance Number (SIN), or filing status (e.g., falsely indicating a first-time filer). To fix this, verify the SIN, first/last name, and DOB match CRA records exactly, update name changes, or correct the first-time filer status. If you are using NAC (Netfile Access Code), you can also try removing it, as it is not mandatory.   Double-check the Social Insurance Number (SIN), first name, and last name on your tax software's personal information page against your official documents. If the name does not match CRA records, you may need to update your info with the CRA, or if it is a recent name change, ensure the proper "name change" indicator is selected in your tax software. If the error states you are not a first-time filer but you marked that you are, change this setting in your tax software. Ensure your tax software is updated, save the return, and attempt to re-file. If the information appears correct but is still rejected, call the Canada Revenue Agency to confirm the name and SIN they have on file. Thank you for choosing TurboTax.
You are correct. The IRS uses "Qualified Dividends" in two ways. While the definitions overlap, each has its own set of requirements to meet. 
For rental property the alternative minimum depreciation (AMT) and regular depreciation will be the same number.   Make sure you selected 'Special Handling' so that the asset sale gains do not mo... See more...
For rental property the alternative minimum depreciation (AMT) and regular depreciation will be the same number.   Make sure you selected 'Special Handling' so that the asset sale gains do not move to the tax return.  Here is a step-by-step entry to review.   When you have your TurboTax return open you can use the following steps to update the original assets for the exchange. First use the Search (upper right) > Type rentals > Press enter > Click on the Jump to... link Or Wages & Income > Rental Properties and Royalties > Update > Continue to Rental and Royalty Summary > Edit the property Scroll to Assets/Depreciation  > Click Update > Select 'Edit' next to each asset Edit beside each asset > Continue to the Tell Us About This Rental Asset Select the checkbox beside 'This item was sold, retired, .... traded in ....etc. > enter the date it was traded (sold/retired) If you did replace your rental in the trade with a new rental: You can choose not to select this and just change the name of the assets given up in the trade to identify them with the new property. The depreciation for the year will not change on these assets. Answer the question about whether it was 100% business > Leave the original date it was placed in service (may be purchase date or later depending on your circumstances) Continue to the screen 'Confirm Your Prior Depreciation'   The amount displayed is only for prior years and does not include the current year.  Continue until you see the current year amount displayed and make a note to add the two amounts together for the Section 1031 like kind exchange. This completes the asset portion of the trade. Answer 'Yes' to Special Handling. Next you will complete the like kind exchange, Form 8824 (Section 1031 exchange): Use the Search (upper right) > Type like kind > Press enter > Click on the Jump to... link Select the checkbox beside 'Any additional like-kind exchanges (section 1031)' > Continue Complete the information for the 'Real estate given up'  and 'Like-Kind Property Given Up' > Continue Name the event > Continue > Complete the information for the 'Like-kind property received' If you did not give unlike property in the exchange click 'No' and  continue past these screens, if 'Yes' answer the questions. Enter any exchange expenses (sales expenses) > Continue to see your deferred gain. @psyadam 
Yes.  If you are over age 59-1/2 and your Roth was opened more than 5 years ago, there is no reason to ask, but maybe the program is set up to require an answer on the internal worksheet.  If you are... See more...
Yes.  If you are over age 59-1/2 and your Roth was opened more than 5 years ago, there is no reason to ask, but maybe the program is set up to require an answer on the internal worksheet.  If you are under age 59-1/2 or your Roth IRA is less than 5 years ago, the question must be asked.   If you know your withdrawals are qualified, you can just enter a reasonable estimate, it won't change your tax return.    Also note that a Roth account in a 401k or 403b is not the same as an IRA.  If you rolled over or converted money from a workplace plan to a Roth IRA and did not have a Roth IRA before, you just started a separate 5 year clock.    
It's all very fine indeed that TT and brokers have arranged to lock one out from being able to access trades etc prior to end of February.  Anyone notice tax filing date hasn't changed because of co... See more...
It's all very fine indeed that TT and brokers have arranged to lock one out from being able to access trades etc prior to end of February.  Anyone notice tax filing date hasn't changed because of complex reporting requirements?  Used to be a simple csv could be obtained and imported.  Even a PDF should be able to be imported.    
"Up to 5 days early" means you agree to put a third party bank in between you and the IRS, and this middleman bank will credit your refund "up to 5 days" before the IRS would have paid it directly to... See more...
"Up to 5 days early" means you agree to put a third party bank in between you and the IRS, and this middleman bank will credit your refund "up to 5 days" before the IRS would have paid it directly to you.  But this has a fee and you will be charged even if your refund is only delivered 1 day early.  See here. https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-early-refund-delivery-options/L9U8ngZlH_US_en_US   If you did not file yet, you can go through the filing interview and change your choices.  If you already filed, then you must have clicked "yes" or "ok" on the option even if weren't paying attention.  Refunds may not be available if you agreed to the service, you would have to call customer support and talk to them directly. 
Yes, I will send an update if I find out which of the requirements are not being met and causing foreign qualified dividends in the determination of the foreign tax credit to be $0.  Thanks for your ... See more...
Yes, I will send an update if I find out which of the requirements are not being met and causing foreign qualified dividends in the determination of the foreign tax credit to be $0.  Thanks for your continued interest in this subject.     
So im almost done and this trump account keeps popping up but I don't want it and it won't let me push the no button on there just a red square is lite up and I don't want the account. How do I get to... See more...
So im almost done and this trump account keeps popping up but I don't want it and it won't let me push the no button on there just a red square is lite up and I don't want the account. How do I get to that page.
We do not know where you are seeing or getting that deposit date.     TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it... See more...
We do not know where you are seeing or getting that deposit date.     TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    
I don't see them responding after I outed them for blaming the CRA. The CRA is now aware of them blaming them so I bet they will soon be getting a call they will not like.  
I only worked a few days in Wisconsin, but my Wisconsin tax return is using my full HSA deduction from my federal return.   How do I adjust the HSA adjustment on my Wisconsin tax return?   The only... See more...
I only worked a few days in Wisconsin, but my Wisconsin tax return is using my full HSA deduction from my federal return.   How do I adjust the HSA adjustment on my Wisconsin tax return?   The only TurboTax question I see is for a pre-2011 HSA contribution.
Apparently TurboTax online allows you to upload the tax data online but the desktop version does not. Would that not be a simple additional feature to add to the desktop version?
The figures were manually entered on the T5008 slip entry page.   So, therefore, that is not the issue.
Typo .... should read 1099DIV
Using some of the information that people had commented, I was able to successfully import all 3 of our Schwab account data into TurboTax. I imported 2 of the accounts at the same time as I could acc... See more...
Using some of the information that people had commented, I was able to successfully import all 3 of our Schwab account data into TurboTax. I imported 2 of the accounts at the same time as I could access them with one Schwab login. I had previously been trying to do them separately so I could check the data one at a time. I then saved the TT file. I logged into the other account which has a different login. I was then able to import that one successfully also. I think the key is to save the TT file between import and also if you can access your multiple accounts, import all at once. Thank you everyone for your comments and suggestions.