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I agree with the February 27th issue. Schwab actually posted on the website that forms may not be available until on or before February 27th. That's what we get for trying to do our taxes early LOL. ... See more...
I agree with the February 27th issue. Schwab actually posted on the website that forms may not be available until on or before February 27th. That's what we get for trying to do our taxes early LOL.  I did work yesterday using Edge browser and setting the "allow IE mode" from default to allow.
I want file my own taxes
I want file my own taxes
I am being asked for my 2024 AGI but i was not 18 and did not file taxes in 2024
Try clearing your cache and deleting your cookies. This usually resolves looping errors.   
 Any version of TurboTax will automatically give you the senior deduction if you are 65 or older.   The “senior deduction” is added automatically by the software based on the date of birth and fi... See more...
 Any version of TurboTax will automatically give you the senior deduction if you are 65 or older.   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   @Ten8mom
If you are receiving the Earned Income Tax Credit or Additional Child Tax Credit, your refund may take longer to receive. The IRS website states that if you claimed the Earned Income Tax Credit (EITC... See more...
If you are receiving the Earned Income Tax Credit or Additional Child Tax Credit, your refund may take longer to receive. The IRS website states that if you claimed the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC), you can expect to get your refund by March 2, 2026, if you: E-file Get direct deposit There’s no issues with your return. Refer to the IRS website: When to expect your refund if you claimed the Earned Income Tax Credit or Additional Child Tax Credit.   If you aren't receiving those credits and your refund is taking more than 21 days, you can contact the IRS for individual returns at 800-829-1040.   Refer to the TurboTax article What if my federal refund is taking longer than 21 days? For more information.    
That reply makes complete sense! I totally remember that screen about from years past.    Thank you very much for taking the time to post that response!
Yes, deductible medical expenses for RV travel include transportation costs (mileage at 21 cents/mile in 2025 or actual gas/oil), tolls, parking, and up to $50/per night/person for lodging if the tra... See more...
Yes, deductible medical expenses for RV travel include transportation costs (mileage at 21 cents/mile in 2025 or actual gas/oil), tolls, parking, and up to $50/per night/person for lodging if the travel is primarily for and essential to receiving medical care. Expenses must exceed 7.5% of AGI to be deducted.   Details in IRS Pub. 502.   @superdav 
The exact same thing happened to me.  In Turbotax's rejection message, it said it could not find the documents at ... well that's because I moved them not knowing they take them right off of your com... See more...
The exact same thing happened to me.  In Turbotax's rejection message, it said it could not find the documents at ... well that's because I moved them not knowing they take them right off of your computer where you downloaded them.  I'm going to leave them right there until I get my refund.
The IRS allows a lot moving things around for the best scenario. Since the parents cannot claim an education credit, would the student be able to claim the credit if not claimed by the parents? Usual... See more...
The IRS allows a lot moving things around for the best scenario. Since the parents cannot claim an education credit, would the student be able to claim the credit if not claimed by the parents? Usually, a student does not have enough income to get any real benefit.   If the parents are claiming the student and no credit is on the line, you just want to reduce tax liability to the student and put as much as you can into QEE. Yes, the boxes are not well labelled in my opinion, this year. I am hoping the update will fix that. Thankfully, you are smart and caught the difference.   Scholarship income is a hybrid income and can trigger the kiddie tax. Less income means less tax. Once you finish, you can see if your student needs to file a return.
...but I am not done yet.  Their time costs a lot more than my time does...and I have plenty of time.
I'm using TT Desktop and my return was rejected for the same reason.  When I return to TT Desktop and look at the E-File status it says "This return cannot be filed at this time due to a processing e... See more...
I'm using TT Desktop and my return was rejected for the same reason.  When I return to TT Desktop and look at the E-File status it says "This return cannot be filed at this time due to a processing error that will be corrected on March 6, 2026."   So because my Fed was rejected, my State was rejected.  Nothing like waiting for a fix at Tax Time.  
this is for 2023 as it relates to the 2025 inflation refund check.
Unfortunately, a year later,  this is still an issue. @JoMarty's reply is what helped me work around this issue, but it took me far too long to find this reply. I'm hopeful this comment may help the ... See more...
Unfortunately, a year later,  this is still an issue. @JoMarty's reply is what helped me work around this issue, but it took me far too long to find this reply. I'm hopeful this comment may help the next person!   I double checked the accuracy of our W-2s and 1099-Rs first as recommended through this thread. The fix ended up being to select "continue" rather than "skip public pension subtraction." Since it didn't apply to me, I had been selecting skip, and Turbo Tax seemed to assume one of my 1099-R forms was a pension. I then selected "None of the Above" on the next prompt, and the M1QPEN no longer populated, which allowed me to e-file my return!    
Where do I find tools?
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... See more...
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.
You can make changes as long as you have not filed yet.   In the Other Tax Situations section, you can apply some or all of this year's refund to next year.   Scroll down to Additional Tax Payments a... See more...
You can make changes as long as you have not filed yet.   In the Other Tax Situations section, you can apply some or all of this year's refund to next year.   Scroll down to Additional Tax Payments and click START next to Apply refund to next year.    Consider applying this year's refund to your 2026 tax liability and avoid a penalty if: - You anticipate all or a portion of your 2026 income to NOT be subject to withholding. - Your tax liability for 2026 will be over $1,000 after credits and deductions are applied.    
It sounds like you have prepared a tax return, but you have not filed it yet.  If it is asking you for your 2024 AGI, use zero or choose the answer that you did not file a 2024 tax return.