All Posts

Please, someone from TurboTax — we need this issue taken seriously and escalated to the highest level so it can be resolved ASAP. Many of us are experiencing this problem AFTER completing our federal returns and paying the full fee, including the state filing service. In my case, my federal payment has already been taken out, so I urgently need to file my Oregon return to receive my refund. My local city and county refunds are also stuck because of this. On top of that, many of us have already spent hours on the phone or in chat trying to find a solution, only to be told repeatedly that the issue is on TurboTax’s side and to “wait for an update.” This is incredibly frustrating and unfair to customers who rely on accurate, functioning software — especially after paying for state filing. I file early every year for a reason, and this situation has completely defeated that purpose. Everyone affected by this issue is essentially left with no choice but to wait indefinitely, since switching providers isn’t an option at this point after filing federal through TurboTax. What can we as consumers do to get your attention? Please acknowledge this problem and address it with urgency.

TT online only supports current tax year   TT desktop is supported back to 2022 currently (they support activation of the s/w for current year + 3 previous tax years) so you would need to buy and install the s/w to file these years using Turbotax, and file by print and mail.   If you are due refunds then prioritize 2022 as the last day to claim a refund for 2022 is April 15th.   Your other option if you don't want to print and mail is to try FreeTaxUSA can't vouch for them but they seem to have a good structure for online prep for past years, and e-file for these years may still possible through them with an Identity Protection PIN.

Great! Thanks so much. The line 55 currently shows -0- balance on Form 5329 and it also shows my waiver statement. Moreover, please advise how to properly report the 2026 for this missing 2025 1099R once preparing 2026 tax return since the 2026 1099R will show the total of 2 RMDs: one for 2025 and another for 2026. Appreciate so much.

Q: One other after thought: It's unclear, to me, what the $1000 room & board (R&B) scholarship is and why isn't it included in box 5 of the 1098-T.  Although it was issued for R&B, is it restricted to R&B? Technically a scholarship restricted to R&B would be taxable income to the student (R&B is not a qualified expense for tax free scholarship). But, if it can be used for tuition, then deducting $17K instead of $16K is correct.   In other words, if you're sure there was actually $17K of scholarship, and not the $16K shown in box 5 of the 1098-T, then use  the original calculation of $1691 as the taxable amount of the 529 distribution, rather than  $1186.     A. In her scholarship letter is specifically says $1000 scholarship for Room And board.  I suspect it is not included in Box 5 of the 1098-T because it is only for R&B and the 1098-T does not include R&B cost in Box 1 and therefore does not include R&B scholarship in box 5.   So, going under the assumption that the $1000 in scholarship for R&B would that mean I need to add the $1000 to the $1186 for a total of $2286 in the workaround discussed or do I need to do something different? Or is the calculation of 1186 correct?

So,  I was filing jointly for my federal taxes and planning to file state taxes jointly too, so does it mean I need to file state taxes separately? Or can I file them jointly too? Also, I am not sure if you know, but how can I do that through Turbotax online?

To qualify for the Ohio Joint Filing Credit, you and your spouse must each have at least $500 of qualifying income, file jointly, and have a MAGI less than $750,000.  "Qualifying income" is any income included in Adjusted Gross Income (AGI) other than: Interest, Dividends and Distributions, Capitital Gains, and Rents and Royalties.  Amounts deducted on the Ohio Schedule of Adjustments are not included in Ohio AGI, and therefore NOT "qualifying income". Examples of such items are Business Income, tax refunds, social security and railroad retirement benefits.   So, if your only Ohio income is business income, you do not qualify for the Joint Filing Credit.

Q. Does this count as "earned income" for the question "Did you provide over half of your own support with earned income during 2025?" A. No.    Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for purposes of the support question,  for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions. Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income.   If part of the reason, you are asking that question is to see if you can claim her as  a dependent: As @DaveF1006  said, Scholarships are ignored in the support calculation.    In addition, if you are the owner of the 529 plan, the money that was withdrawn is considered as support provided by you, not her,  in the support calculation.   

Your wife would file as a part-year resident in Illinois (reporting income earned while she was an IL resident), and a part-year resident in Ohio starting from the date she moved there. You would file as a full-year Ohio resident if you lived there the entire year.

A T. Rowe Price representative just contacted us to let us know that the problem is resolved. We opened TurboTax, updated the software and now you have two choices for importing from T. Rowe Price; one is for T Rowe Price Mutual funds, the other T Rowe Price Brokerage - the missing import option. We tried it and it worked for us. I hope it works for everyone.

To contact TurboTax desktop support, go to the TurboTax Contact Us page,  Enter your question, and  Select your support method (live chat or phone).  For screen sharing,  Activate SmartLook/Livelook by  Following the agent's instructions,  Usually initiated via a "Share my screen" option in the help menu (in the top left above the logo).