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You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow ... See more...
You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed
You would have income made in other states then. The retirement income you received while in each state would be the income earned there. This would be this case if you changed your residency during ... See more...
You would have income made in other states then. The retirement income you received while in each state would be the income earned there. This would be this case if you changed your residency during the year, as opposed to simply visiting the other state, then returning home. 
is there some sort of default step we are missing to avoid the SBTPG??
I SHOULD HAVE SAID I COULD BE CLAIMED AS A DEPENDENT   Did you say you could not be claimed as someone else’s dependent, but it turns out your parent(s) can claim you?  Now your parents’ return i... See more...
I SHOULD HAVE SAID I COULD BE CLAIMED AS A DEPENDENT   Did you say you could not be claimed as someone else’s dependent, but it turns out your parent(s) can claim you?  Now your parents’ return is being rejected when they e-file, or it will be rejected.    Your part in fixing this will be to wait until the IRS has fully processed your tax return, and then you must amend your own return.  You use a form called a 1040X.   You will go to MY INFO and go through the interview questions to the one that asks if someone else can claim you as a dependent.  Say YES.   Meanwhile, your parent(s) do not need to wait for you to amend.  Waiting will not help them at all.   They can either print, sign and date their return in ink, and file it by mail.   OR   GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin     If you are the parent whose e-file has been rejected—- follow the steps above to file your own tax return that claims your child.   If it is any comfort, you (and your parents) are among many young tax filers who make this mistake.  We will be seeing plenty of posts just like yours.   And posts from the parents whose e-files were rejected....  
It depends. Taking money out of a Roth IRA is generally tax-free, but it depends on what you withdrew and when.    Whether it counts as income on your taxes depends on: Contributions: You ca... See more...
It depends. Taking money out of a Roth IRA is generally tax-free, but it depends on what you withdrew and when.    Whether it counts as income on your taxes depends on: Contributions: You can withdraw the exact amount of money you personally put into a Roth IRA (your "basis") at any time, for any reason, with no tax and no penalty. This is because you already paid taxes on that money before contributing it. Earnings: Any money your account made through investments (dividends, interest, or growth) is only tax-free if the distribution is qualified.   A distribution is qualified (100% tax-free) only if you meet both of these requirements: It has been at least 5 tax years since you first contributed to any Roth IRA You are age 59½ or older, or you are disabled, or you are using the money ($10k lifetime limit) to buy your first home.   Even if it's 100% tax-free, you still have to report the withdrawal on your tax return. You will receive a Form 1099-R from your bank.  Your total withdrawal is on Line 4a of your Form 1040.  If you only withdrew your contributions, you will see $0 on Line 4b.   You will also see on Part III of form 8606 where your basis is tracked to prove to the IRS that you aren't withdrawing taxable earnings.
It's not so much a state filing fee, but a refund process where it appears the refund is diverted to a secondary bank.
UPDATE MY ACCOUNT https://ttlc.intuit.com/community/account-updates/help/how-do-i-update-my-turbotax-account-information/00/25927
it IS available.  At least it was 2 days ago.
Le problèmes sont l'annexe 3, l'annexe L et TP 726.7 On doit aller dans formulaire en haut feuille avec le crayon, inscrire le formulaire voulu, cliquer dessus ensuite cliquer sur Édition puis formu... See more...
Le problèmes sont l'annexe 3, l'annexe L et TP 726.7 On doit aller dans formulaire en haut feuille avec le crayon, inscrire le formulaire voulu, cliquer dessus ensuite cliquer sur Édition puis formulaires, puis effacer formulaire courant. Puis recliquer sur Édition, Formulaires, puis fermer formulaires inutilisés. Faire cette manoeuvre à tous les formulaires cités ci-haut. Moi ça a réglé mon problème, j'ai pu les envoyés.
To change your RRSP contribution amount, please follow these steps below: 1. Sign in to your return. 2. On the left-hand side, click the down arrow next to "Registered savings plan." 3. Open RRSP... See more...
To change your RRSP contribution amount, please follow these steps below: 1. Sign in to your return. 2. On the left-hand side, click the down arrow next to "Registered savings plan." 3. Open RRSP Contribution and click "Continue" on the first two screens.  4. You can now see the page below with the "Edit/Delete" option. Click "Edit" to continue. Now you can make changes in your RRSP contribution.   Thank you for choosing TurboTax.
Schwab changed the date for  1099 tax forms to 2/27/26   My problem - its now March 3, and I get the Connection Successful, and the popup to allow the data transfer.  when I click on the "Allow" bu... See more...
Schwab changed the date for  1099 tax forms to 2/27/26   My problem - its now March 3, and I get the Connection Successful, and the popup to allow the data transfer.  when I click on the "Allow" button... nothing happens.   In fact the entire screen freezes, other than the instruction link on "why are you getting this pop-up"
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    
Concerned about the SBTPG intrusion into the refund process. I don't recall this in the past.
Roger said, "By having a greater amount of itemized deductions in column c for 1/1 through 8/31 vs column d for 1/1 through 12/31 would imply that you had a negative amount of itemized deductions fro... See more...
Roger said, "By having a greater amount of itemized deductions in column c for 1/1 through 8/31 vs column d for 1/1 through 12/31 would imply that you had a negative amount of itemized deductions from 9/1 through 12/31..." No it doesn't. It means that my income went up so much in the last period that I wasn't able to itemize as much as I thought I would be able to.   Roger said, "You just simply cannot have more itemized deductions for 8 months of the year than you can for all year." If that's true, then TT should have flagged Line 6 columns a and b as well. My annualized itemized deductions are higher in those columns than in column d, yet there's no error -- because this is a VALID scenario.   (I did correct a few things related to Line 1. Here's an updated screen shot.)     Still hoping you will explain why your instructions contradict the IRS instructions.    Thank you    
If you are eligible for the child tax credit that credit is added to your tax form automatically.   You are not asked if you want it. Have you entered income from working in 2025?  If not,  you wil... See more...
If you are eligible for the child tax credit that credit is added to your tax form automatically.   You are not asked if you want it. Have you entered income from working in 2025?  If not,  you will not receive an income tax refund based on having dependent children.     The maximum amount of the child tax credit is now $2200 per child; the refundable “additional child tax credit” amount is $1700.   In order to get that credit, you have to have income from working.   Take the amount you earned from working.   Subtract $2500.   Multiply the rest by 15%.  That is the additional child tax credit per child that you canget—- up to the maximum of $1700 per child.   If the amount you earned from working was low, you will not get the full $1700 per child.    If your child is older than 16 at the end of 2025, you do not get the CTC.  But you may still get the non-refundable $500 credit for other dependents instead.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/additional-child-tax-credit/L6xFeMFEf_US_en_US?uid=lqnuygah https://www.irs.gov/help/ita/does-my-childdependent-qualify-for-the-child-tax-credit-or-the-credit-for-other-dependents     And for the Earned Income Credit—-   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP32_US_en_US?uid=m62rmz09   https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/use-the-eitc-assistant   https://www.irs.gov/pub/irs-pdf/p596.pdf   Look at your 2025 Form 1040 to see the child-related credits you received   PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   Child Tax Credit line 19 Credit for Other Dependents line 19 Earned Income Credit line 27 Additional Child Tax Credit line 28  
same thing happened to me just now using deluxe desktop - this is definitely deceptive marketing.  The message in question says "We see you are trying to import a 1099-B, which requires an upgrade to... See more...
same thing happened to me just now using deluxe desktop - this is definitely deceptive marketing.  The message in question says "We see you are trying to import a 1099-B, which requires an upgrade to Premier."    "Requires" is obviously false but I'm sure many will get tricked into upgrading based on this message.
Schwab 1099s not available until 2/27/26
@elbitrevni Do you mean the Form 1099-R section is showing Not Available on your system?  If so,   The TurboTax Form 1099-R has been available for over a month. If you are using the TurboTax on... See more...
@elbitrevni Do you mean the Form 1099-R section is showing Not Available on your system?  If so,   The TurboTax Form 1099-R has been available for over a month. If you are using the TurboTax online editions, clear cache and cookies on your web browser.  Or change your web browser to one of these that you are not currently using, Google Chrome, Mozilla Firefox or Microsoft Edge   If you are using one of the TurboTax desktop editions installed on a personal computer, then click on Online at the too of the desktop program screen.  Then click on Check for Updates If you receive a message that the software is up to date and you are using a TurboTax desktop edition for Windows, then manually update your software. Go to this TurboTax support FAQ for a manual update - https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-windows-software-basic/L3Wf9OPaf_US_en_US
I need to change an answer on Form 5695 on the online version of TurboTax. How do I access "Forms"? It was easy on the desktop version, but I don't see how I can do it using the online version.