All Posts

You need to have the actual electronic pdf file not a printed or scanned copy. But a pdf only transfer very basic info like your name and AGI. It would be just as easy to manually enter all your info. So it's probably not worth even trying to transfer it.   Are you on Windows or Mac? How to Transfer from a pdf into the Windows Desktop program https://ttlc.intuit.com/community/using-turbotax/help/can-i-transfer-last-year-s-pdf-into-the-turbotax-for-windows-cd-download-software/00/27259 You can Transfer a PDF into Windows Desktop if your 2024 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer).   How to Transfer from a pdf into the Mac Desktop program https://ttlc.intuit.com/community/entering-importing/help/can-i-transfer-from-a-pdf-to-turbotax-for-mac/00/27256    

Sounds like something got stuck. 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.

You use the 2024 AMT income. You find that on line 4 of Form 6251. If the amount is negative, enter it as a negative number.   Turbo tax is asking for your 2024 AMT loss carryovers if you had any, which is rare. You would only have that if your capital losses for AMT purposes were different than for regular tax purposes. If so, then you would find those on the Schedule D you prepared for AMT purposes as opposed to the one used for regular tax purposes.

We are unable to reproduce this experience in TurboTax Business. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue for any state other than GEORGIA. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to 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 a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.   @schen_email  @Oliver  @user17730638446 

The following steps should help make this easier to enter and follow, as well as the ability to complete and file your return.   When you reach the screen 'Tell us more about G's statutory employment' be sure to select the most closely aligned employment. Based on whatever I select the next screen will be 'Create a Schedule C to add your income'  Continue until you reach the Income screen, then select Self employment and you will see your business already created.  Edit beside the statutory income to add expenses, etc.   If necessary, delete your W-2 and be sure to select the necessary fields to complete your return (Delete, close return, reopen to enter your W-2 again.   Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here.

I tried previously filed, got the rejection prior to March 6th, went back in today (3/11/26) to re-enter the energy data and received the error message below. Is this still a TT issue or did I do something incorrectly?   "/Return/ReturnData/IRS5695/EgyEffcntHmImprvCrGrp/ExteriorDoorEgyStarRqrGrp/OthExteriorDoorEgyStarRqrGrp"

You must calculate your overtime premium for the tax deduction- for the tax deduction, you must use the FLSA "half" portion of the "time-and-a half" amount for overtime.  Because you are also a tipped employee, you have to determine your FLSA regular rate of pay (which in general is the minimum wage with the tip credit applied).  Tips earned during overtime hours fall under the separate tip deduction so you would have to also exclude these.  Does your employer statement have "Overtime Premium" or just "Overtime"?   See Questions and answers about the new deduction for qualified overtime compensation and Notice 2025-69.

I was able to view the sanitized version of your tax return with the token that you provided.  I am able to view the Oregon forms in your return and the Kicker is being applied to your Oregon return.  Had you not received the Kicker you would have had a balance due to Oregon of $417 - once the Kicker of $874 is applied, that balance due becomes a $457 refund.  You can print or save a copy of your return documents by going into your TurboTax account, then click on Tax Tools on the left side menu, then scroll down to  click on Print center.  This will allow you to view your Oregon Form 40.  Your tax liability will appear on line 31, with the Kicker on line 32 and the tax withheld on line 33 to verify that the Kicker was applied and that your refund of $457 on line 41 is correct.