turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days o... See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?
1099-b shows unknown in the cost basis column.  I have the cost basis.  When I follow the instructions for correcting the cost basis in Turbotax the amount appears in the "adjustment" column and the ... See more...
1099-b shows unknown in the cost basis column.  I have the cost basis.  When I follow the instructions for correcting the cost basis in Turbotax the amount appears in the "adjustment" column and the amount in the gain/loss column increases by the amount of the adjustment.  I would expect a decrease.  When I put in a "-" sign in front of the adjustment amount the calculation of gain/loss looks correct.  Should I put a negative amount in the "Total adjustments to gain (or loss)" box?
Everyone's tax situation is different and the complexity of your tax situation, meaning the forms needed to file your return, determines if you qualify for the TurboTax Free Edition.   The TurboT... See more...
Everyone's tax situation is different and the complexity of your tax situation, meaning the forms needed to file your return, determines if you qualify for the TurboTax Free Edition.   The TurboTax Free Edition is strictly limited to simple Form 1040 returns. If your return requires additional schedules to report specific types of income or to claim certain credits, the system will prompt you to upgrade to TurboTax Deluxe or higher.   Here are the most common reasons you would be required to upgrade to a paid version: Unemployment Income: If you received a 1099-G for unemployment benefits, this is no longer covered under the Free Edition for the 2025 tax year. Itemized Deductions: If you are claiming deductions for mortgage interest, property taxes, or large charitable contributions on Schedule A instead of taking the standard deduction. Investment Income: Reporting stock sales, cryptocurrency transactions, or rental property income. Self-Employment/Gig Work: If you have 1099-NEC or 1099-K income and need to deduct business expenses on Schedule C. Education Credits: Claiming the American Opportunity Tax Credit or Lifetime Learning Credit (Form 8863). To see if you have forms that are not included in the free edition: Sign in to your TurboTax Online account. Select Tax Tools from the left menu and then click Tools. Click on View Tax Summary. Look for Schedules 1, 2, or 3. If any of these are present (other than for the Student Loan Interest deduction or the EITC/Child Tax Credit), an upgrade is required. If you want to start over to remove an accidental entry:  Select Tax Tools  Clear and Start Over  This will erase all data entered so far Student Loan Interest (Form 1098-E) is technically an "Adjustment to Income" (an Above-the-Line deduction). While it is a common and simple form, TurboTax's commercial "Free Edition" is restricted to Form 1040 only with no additional schedules.   Even though you are taking the Standard Deduction, Student Loan Interest is reported on Schedule 1. As soon as the software detects a need for Schedule 1 (for student loans, unemployment, or self-employment), it triggers an upgrade to Deluxe.   As long as you haven't done the upgrade, you can go back to the question, "Did you pay student loan interest?", and say no, you will not need Schedule 1. The software won't prompt you to upgrade—but you will lose that deduction.
TurboTax may be calculating your exemption based on the Tier Structure method.  Under the tier structure, if you are in Tier 2 and your IRA distribution was less than $49,422 if single, or $98,845 if... See more...
TurboTax may be calculating your exemption based on the Tier Structure method.  Under the tier structure, if you are in Tier 2 and your IRA distribution was less than $49,422 if single, or $98,845 if married filing joint, then 100% of your distribution would be exempt.  With the Tier structure, the 75% applies to calculating the maximum deduction, rather than 75% of your distribution.   Tier 1 (Born before 1946): Public pensions are fully exempt. Private pensions and IRAs are exempt up to $65,897 for single filers or $131,794 for joint filers. Tier 2 (Born 1946–1966): These taxpayers can deduct 75% of the allowable Tier 1 maximum deduction. For 2025, this equals a maximum deduction of approximately $49,422 for single returns and $98,845 for joint returns. Tier 3 (Born 1967 and after): Taxpayers born in 1967 or after are not eligible for a retirement-specific deduction in 2025, but can claim the general Michigan Standard Deduction ($20,000 single/$40,000 joint) if they are 67 or older.   Michigan retirees can opt into any one of the following calculation methods for which they qualify for each year:   Tier structure subtraction based on year of birth, Phase-in subtraction based on tax year, Michigan employment as a qualified fire, police, and corrections retiree subtraction. TurboTax will use the most beneficial method to calculate your exemption amount. 
So, @DrDavidPowers would you say that you really "fixed it" or did you just clean out the data and decide to not include the 1099Q/1098T data within TurboTax? Maybe removing the entries and starting... See more...
So, @DrDavidPowers would you say that you really "fixed it" or did you just clean out the data and decide to not include the 1099Q/1098T data within TurboTax? Maybe removing the entries and starting over with an updated version of TurboTax did actually resolve the issue with the data being entered?
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, ... See more...
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.
If TurboTax is telling you to take the itemized deductions over your standard deduction TurboTax will choose the most beneficial deduction for you to use.   There is likely a reason. It is hard to ... See more...
If TurboTax is telling you to take the itemized deductions over your standard deduction TurboTax will choose the most beneficial deduction for you to use.   There is likely a reason. It is hard to say why without seeing your tax return, but for example some states require you to itemize on your federal return to itemize on your state return. If itemizing saves you a substantial amount on your state taxes, the combined state and federal tax liability could be lower, even if your federal tax is slightly higher.   You could try manually changing your deduction from itemizing to standard using the instructions below to see the overall impact.      If you are using TurboTax Online: In your left panel scroll down to "Tax Tools" Click on "Tools" Click on the box "Topic Search" In the box that says "I'm looking for:" type in "Standard Deduction" This will take you to the page "Based on what you told us..." Here you can change your deduction by clicking the box "Change my Deduction"  If you are using TurboTax Desktop: Go to "Federal Taxes" tab in the gray bar at the top of your screen Select the "Deductions & Credits" tab (under Federal Taxes in the gray bar at the top of your screen Click on "I'll Choose What to Work On" Select "Continue" at the bottom of the page Select "Continue" on the next page that says "Let's Check Your Deductions and Credits" Select "Continue" on the next page that says "Here Are Your 2024 Deductions & Credits" The following page will give you the opportunity to change your deduction by clicking on the box "Change my deduction" Also, you can review your Tax Summary. It will allow you to see what is happening on the return and review the calculations. You can make changes and then view it again.  To do this: Click on Tax Tools in the left panel of your TurboTax screen, then click Tools. Choose View Tax Summary and then click on Preview my 1040. If you are using TurboTax Desktop, you can switch to Forms Mode by clicking on Forms at the top right of your TurboTax screen. Then scroll down your list of forms on your left to find Tax Summary.   You can contact TurboTax Customer Support. They may be able to share your screen and tell you why this happened. Turbo Tax Customer Support Click here for Information on changing your deduction.    Click here for Standard Deduction vs. Itemized Deductions: Which Is Better?     Please return to Community if you have any additional information or questions and we would be happy to help.  
This was a periodic distribution, so I assumed prorating would apply, but I just found out they take taxable gains out first even on periodic, so fully  taxable. Thank you.
There is no federal deduction for making a contribution to a 529 plan. Some states allow a deduction on the state return. If your state is one, it will come up in the state interview.   For South... See more...
There is no federal deduction for making a contribution to a 529 plan. Some states allow a deduction on the state return. If your state is one, it will come up in the state interview.   For South Carolina see https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-the-contributions-to-the-sc-college-investment-program-future-scholar-or-the-sc/00/3812410
My 22 & 24 year old have not moved out yet (and can't afford to) and they are not in college but both are working.  They pay for their own car, auto insurance, cell phone, etc. but us as parents, we ... See more...
My 22 & 24 year old have not moved out yet (and can't afford to) and they are not in college but both are working.  They pay for their own car, auto insurance, cell phone, etc. but us as parents, we pay for mortgage, food, electric. Is that considered paying for more than half their living expenses?  I'm not sure we can claim them as dependents, even though they depend on us for shelter, food, and water.
En date du 8 mars, le seul formulaire qui est encore verrouillé est le TP-726.7 de Revenu Québec pour gains en capital qui empêche la transmission au Qc. Ce formulaire est verrouillé dans TurboImpôt ... See more...
En date du 8 mars, le seul formulaire qui est encore verrouillé est le TP-726.7 de Revenu Québec pour gains en capital qui empêche la transmission au Qc. Ce formulaire est verrouillé dans TurboImpôt Bureau et TurboImpôt en ligne. Si vous avez besoin de ce formulaire, merci de patienter encore quelques jours.    Si non, vous devriez être en mesure de transmettre votre déclaration.   Dans TurboImpôt Bureau si les formulaires de gains/pertes en capital ne vous concernent pas, essayez ceci: même pour les déclarations simples, il semble que l'annexe 3, le TP-726.7 et l'annexe L s'ouvrent ou affichent des montants sans que ça vous concerne. Revérifiez ces trois formulaires un par un. Effacez et fermez chaque formulaire.   1- Allez en mode Formulaires et ouvrez l'annexe 3 et vérifiez au'aucune case n'est cochée pour la vente de la résidence principale 2- Allez dans Édition – Formulaire et effacez le formulaire courant. 3 - Revenez de nouveau à Édition – Formulaire, puis cliquez sur Fermer le formulaire courant 4 - Répétez ces étapes pour le TP-726.7 et l'annexe L 5- Revenez de nouveau à Édition - Formulaire et fermer les formulaire inutilisés.    Sauvegardez votre déclaration, fermez et ouvrez de nouveau votre logiciel.    Merci de choisir TurboImpôt
I'm not able to file my tax by myself . I need an expert help me. thanks
You can review your fees by following the instructions below.    After signing in to TurboTax, open or continue your return.  Select Tax Tools on the left side of the screen and then Tools.  ... See more...
You can review your fees by following the instructions below.    After signing in to TurboTax, open or continue your return.  Select Tax Tools on the left side of the screen and then Tools.  A Tools Center box will pop up on your screen.  Select the My Fees box on the right.    If your TurboTax fees are higher than expected, you can reduce them by removing add-ons:  Remove PLUS Help & Support  Remove Pay With Your Refund  Remove Premium Services  Remove MAX Defend & Restore  Remove a state 
For a Rental Property Improvement, choose Rental real estate property and further describe as Residential real estate.   Note, however, you may be able to write off these costs if you qualify for... See more...
For a Rental Property Improvement, choose Rental real estate property and further describe as Residential real estate.   Note, however, you may be able to write off these costs if you qualify for the Safe Harbor Election for Small Taxpayers. TurboTax will ask you about this election under the Assets/Depreciation section of your Rental Property if you choose Improvements. If you make this election, you can expense up to $10,000 in costs that would otherwise be depreciated over a very long time.   Read more about this here: What can I expense or depreciate with the business safe harbor election?
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the abil... See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?
This is what that reject means: This return cannot be filed at this time due to a processing error that will be corrected on March 13, 2026. On or after this date, open the rejected return, review it... See more...
This is what that reject means: This return cannot be filed at this time due to a processing error that will be corrected on March 13, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
Oui, vous pouvez faire vos déclarations de revenu séparément. Vous devez quand même indiquer votre état civil 'marié' et donnez les informations de base (nom, adresse, SIN, date de naissance, et reve... See more...
Oui, vous pouvez faire vos déclarations de revenu séparément. Vous devez quand même indiquer votre état civil 'marié' et donnez les informations de base (nom, adresse, SIN, date de naissance, et revenu net) de l'autre conjoint dans chacune de vos déclarations.   Merci de considérer TurboImpôt
Can you clarify if you entered your 529 contributions in the SC state interview?
You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individu... See more...
You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional.  Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?