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You will file a California part-year resident tax return (Form 540NR) for the six months you lived in CA during 2025.    Form 540NR should be generated automatically when you indicate in the My I... See more...
You will file a California part-year resident tax return (Form 540NR) for the six months you lived in CA during 2025.    Form 540NR should be generated automatically when you indicate in the My Info section that you lived in another state in 2025 and the day you became a resident of your current state.   In the State Taxes area in TurboTax, one of the questions in the CA tax return organizer will verify your residency status, so you want to make sure it says part-year resident and shows the correct dates that you lived in CA in 2025.   Here is a TurboTax article with steps on how to file a part-year state tax return.        
I receive Qualified Dividends  for stocks from India. When I enter the same dividend value in 1a and 1b of 1099-DIV,  my refund reduces.  However, when I enter $0 in line 1a and the Qualified Dividen... See more...
I receive Qualified Dividends  for stocks from India. When I enter the same dividend value in 1a and 1b of 1099-DIV,  my refund reduces.  However, when I enter $0 in line 1a and the Qualified Dividend amount in Line 1b my refund increases. Why does the refund reduce and increase? What is the correct way to enter these numbers?  Is this a TT software issue?   Thanks
Go to Federal> Deductions and Credits> Your Home to enter mortgage interest, property taxes, and mortgage insurance that you paid in 2025   You should have a 1098 from your mortgage lender that shows... See more...
Go to Federal> Deductions and Credits> Your Home to enter mortgage interest, property taxes, and mortgage insurance that you paid in 2025   You should have a 1098 from your mortgage lender that shows this information.  Lenders send these in January/early February or you may be able to import the 1098 from the lender’s website.
It is not letting you claim your child or the child tax credit?  What exactly is happening?   The amount you earn does not affect whether or not you can claim your child as a dependent, as long a... See more...
It is not letting you claim your child or the child tax credit?  What exactly is happening?   The amount you earn does not affect whether or not you can claim your child as a dependent, as long as no one else is actually supporting them and they are not providing over half of their own support.  If you are not able to claim your child at all, go back through and double check your answers to be sure they are accurate.  The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student or any age if they are totally and permanently disabled Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund   However, if you are talking about the child tax credit, in order to claim it, you must have at least $2,500 in earned income.  If it was less than that, then you are not eligible for the refundable portion or the Additional Child Tax Credit.    To claim the child tax credit both you and your child would need a valid Social Security number.    The Child Tax credit is a nonrefundable credit worth up to $2,200 per qualifying child. In order to qualify for this credit, you must first have a qualifying child, have a tax liability to be reduced by the credit and have income of less than $200,000 if single and $400,000 if married filing jointly. If your income is greater than these limits, the credit is phased out gradually.    If you do not have a high enough tax liability to claim the credit, then you may be eligible for the Additional Child Tax Credit which can be worth up to $1,700.  This credit, is the refundable portion of the child tax credit.     It is calculated by taking subtracting $2,500 from your income and then multiplying that number by 15%.  If you do not have more than $2,500 of eligible income, you would not qualify for the Additional Child Tax Credit.  So if your total income was $3,350 then you would have an additional child tax credit of $127.50   A few things you can check if you think you should have received the child tax credit and you didn't. Double check your entries starting with the personal info section making sure you have entered all information including social security numbers for your kids. Did your child live with you for 6 months or more during the year?      If not, you do not qualify.      If your child was born during the tax year, you will need to select that they lived with you for the entire year. Did you enter your income?  Did you double check your entries? You need to have income to get the credit, so if you do not have in excess of $2,500 or you have income above the phaseout, you may not qualify for the credit.  You can see the child tax credit amount received on line 19 of your 1040 or the additional child tax credit on line 28.  To see your 1040 click Tools>>Tax Tools>>Preview My 1040.    If you are using the desktop version, you can switch to forms mode to see your 1040. 
Understanding that you wish to preserve the historical value for SDA, please follow these instructions to resolve the error: Open your return and click the Forms icon in the TurboTax header.  In t... See more...
Understanding that you wish to preserve the historical value for SDA, please follow these instructions to resolve the error: Open your return and click the Forms icon in the TurboTax header.  In the list of Forms in My Return on the left, scroll down and look for an Asset Entry Wks with a red exclamation mark.  Click the form name to open it in the large window.  On the line Economic Stimulus - Qualified Property, notice the checkmark in the "Yes" box.  In order to claim SDA, Line 1 must also be checked "Yes" instead of "N/A."  If you can't change Line 1 initially, uncheck the Qualified Property "Yes" box above Line 1, then recheck that same box.  You should then be able to answer "Yes" on Line 1. Confirm that no red exclamation marks remain for your forms. Click Step-by-Step in the header to return to the main screens.   Note that this experience has been forwarded to our investigation team.   @user17701316428    [edited 3/1/2026 | 8:59 AM PT]
Yes, if you are referring to a Social Security Number (SSN), or Taxpayer Identification Number (TIN)  you each have to have your own.   If you're thinking of some other ID, please clarify which o... See more...
Yes, if you are referring to a Social Security Number (SSN), or Taxpayer Identification Number (TIN)  you each have to have your own.   If you're thinking of some other ID, please clarify which one.
Refundable child-related credits like earned income credit and the additional child tax credit are based on having income from working.   If you did not work, then you are not eligible for those cred... See more...
Refundable child-related credits like earned income credit and the additional child tax credit are based on having income from working.   If you did not work, then you are not eligible for those credits.   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     AND….If you have children but had  little or no income, it raises the question of how you and the children were supported.  There may be another tax-paying adult who can claim you and/or the children as dependents.    
TurboTax never knows about offsets to your refund.  You do not enter anything on your 2025 tax return about a debt still owed.     If you owe back taxes or child support, the IRS knows about that and... See more...
TurboTax never knows about offsets to your refund.  You do not enter anything on your 2025 tax return about a debt still owed.     If you owe back taxes or child support, the IRS knows about that and will seize your 2025 refund to apply toward the amount you owe, and then they will mail you a letter a few weeks later.
"The credit union sent a 2025 1099-R showing the combined RMD amount taken from “her” IRA and the one she got from my Dad.  The Box 7 code is “7.”"   This implies that there is only one IRA, which ... See more...
"The credit union sent a 2025 1099-R showing the combined RMD amount taken from “her” IRA and the one she got from my Dad.  The Box 7 code is “7.”"   This implies that there is only one IRA, which is fine.  The amount that she was required to take was the sum of her 2025 RMD and the portion of your father's 2024 RMD that your father had not satisfied before death.  The completion of your father's 2024 RMD is not treated as being late because if a decedent's RMD is completed by a beneficiary by the end of the year following the year of death, it qualifies for an automatic waiver of the excess-accumulation penalty.   "do I check the box that says, “I inherited this IRA?”  Or because the IRA was opened in my Mom’s name in 2024, the 1099-R is under only her name, and Box 7 uses Code 7, is this IRA fully considered HERS, and I just check the box that says none of this applies to her?"   The latter.  The IRA is her own IRA, no longer treated as an inherited IRA.
I tried logging into the mobile app, but it still shows that the filing will cost money.
Hello TT experts,  Another question re. my son's taxes --- he goes to school in Georgia & got a campus job in 2025 & earned some income in Georgia.  In the Summer of 2025 he got an internship with ... See more...
Hello TT experts,  Another question re. my son's taxes --- he goes to school in Georgia & got a campus job in 2025 & earned some income in Georgia.  In the Summer of 2025 he got an internship with a company in NY state where he earned some money.  He lived in NY state for 84 days total the Summer of 2025. That company has withheld NY state tax as stated in his W-2 from that company.  when I was filling out NY State IT-203 form, the NY State taxable income was calculated to be the Federal income minus the NY state standard deduction.  The Federal income for my son includes money earned from the on-campus job in Georgia + the money earned during the summer internship in NY state. While he was in NY State during the summer, he was not working that on-campus job because school was closed for the summer. IOW, the Georgia on-campus income & the NY State income are mutually exclusive. Why is NY State taxing his income earned in Georgia? --- shouldn't the Georgia income be off-limits for NY State? thank you in advance for your insights re. this question. 
I had major repairs ($2577) on my business truck. Can I depreciate these costs, or do I have to take all these costs as expenses for this year?
Review your 1099-R entries. If you took an early distribution from your qualified retirement account, you may qualify for an exception to the 10% early withdrawal penalty for distributions prior to a... See more...
Review your 1099-R entries. If you took an early distribution from your qualified retirement account, you may qualify for an exception to the 10% early withdrawal penalty for distributions prior to age 59 1/2 if you meet certain requirements.   Taxpayers are allowed up to $1,000 per year as a personal emergency withdrawal. Such withdrawals are self-certified, meaning the taxpayer can determine what is an emergency to them. These withdrawals are taxed as ordinary income but not subject to the early withdrawal penalty.   Hardship withdrawals of a larger amount are for "an immediate and heavy financial need." This withdrawal type will also waive the penalty but include the withdrawal amount in income.    Can I make a hardship withdrawal from my 401(k)?   To change the reason for your 1099-R withdrawal in TurboTax, review your entries on the form. The software will ask if this was a withdrawal related to a qualified disaster. Answer no. If the distribution code on your 1099-R in box 7 is 1, you have an early distribution that may result in the 10% tax penalty. As you continue through the software, TurboTax will recognize the penalty and offer you the option to determine if your situation allows for an exception. You will find the screen "Let's See if We Can Lower Your Tax Bill."    Continue through the screens, identifying the type of retirement plan. In the following screen, you will see the various categories for the exception. If your distribution qualifies as a personal emergency, you may enter up to $1,000 as "Distributions for eligible emergency expenses." Or, enter the amount of your distribution in the applicable category.   @backcreekventures             
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.  ... See more...
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      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 don't need to enter anything regarding your health insurance that was provided by your employer on your federal tax return.  You should have received either Form 1095-B or 1095-C from your employ... See more...
You don't need to enter anything regarding your health insurance that was provided by your employer on your federal tax return.  You should have received either Form 1095-B or 1095-C from your employer showing you that you had health coverage through them during the year.  These forms are informational and aren't required to be entered on your return   Form 1095-A is when you purchased health insurance through the government marketplace.  This form does need to be entered on your tax return.  Since this doesn't apply to you, simply answer no to the health insurance questions asking if you had health insurance through the marketplace.   Here's a link that explains what insurance items need to go on your tax return:   What health insurance info do I need to put on my tax return? Do I need to enter my 1095-B and 1095-C?
If you filed Forms 1099-NEC for your contractors, Copy B, is the form that you must give them to keep for their records, or file with the state if needed.     
I will be looking at using other Tax software next year.  ItsDeductiable was a big reason I have been using Turbotax for a long time
Thanks.  That explains it.  Looks like I'm on the hook for a big tax bomb.  Ugh.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.  ... See more...
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      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.