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I’m a bit confused if TurboTax has the option on “5 days early” and it doesn’t refund you in 5 days then what is the point & what is the point of you paying the fee then?  Side note, my friend also filed the same day and paid the 5 days early fee and he already got his refund not even 3 days later. 

I will receive a 1099-R with Code R for the 2025 Recharacterization on 3/25/26 How do I report it on TurboTax?   1. Do I report the 1099-R for the recharacterization? Do I report that I contributed $7,000 to a Roth IRA and recharacterize it as a Rollover IRA? I lost money, and the amount for 2025 = $6,907.68. How do I write the explanation statement? Would I write: 2025 Recharacterization amount = $6,907.68, 2025 Loss = $92.32 How do I see that it is a non-deductible contribution for 2025? What line and amount would it be on Form 8606?   I would do the same steps for the 2026 Tax Year, too.    2. I plan to do a Backdoor Roth IRA conversion for all the money I have in Rollover IRA (all after-tax money contributions, non-deductible from 2025 and 2026 recharacterization) = $13,707.65 Pretax funds from the original rollover IRA account have been successfully transferred to my retirement 403b plan before my after-tax funds are added to the Rollover IRA account.  The pro-rata rule would not apply to me for 2025 and 2026; is that correct? How do I make sure I am not being taxed on these after-tax non-deductible contributions? What amount/line on Form 8606? Would my basis (total after-tax contributions) be $14,000? I would have $292.35 in excess, so if I gain money from my Rollover IRA account through future year contributions, it would not be taxed until I meet the $292.35 threshold?    

Be aware that only retirement income provided by the denomination can be considered a non-taxable housing allowance.  If you have a pension or 403b from the church and an IRA, only the pension from the church is eligible to be treated as a housing allowance.  And if you roll over that pension or 403b to an IRA, you lose that benefit forever.  

This doesn't seem to work. As soon as I put in my email address it asks me to sign in with my password not giving me an option to create a new account. If i go to TT.com and click on signup it asks for my email address and doesn't let me create a new account. I've cleared my cache and tried this in incognito mode same result

You can view the state summary for free.  on the left side, go to TAX TOOLS click on TOOLS pop up box, click on VIEW TAX SUMMARY left side, click PREVIEW MY NY Look for New York tax ($0) and words like "operating loss" or "loss carryover" - it varies with the version.   Once you decide to pay to see your forms in full, look at: NY IT-203 to see your NY amount of income is zero. The federal column will show all of your income. Form IT-182 carries your passive activity loss forward

To preview your Form 1040 , including the government worksheets before you file, refer to the TurboTax article How do I preview my TurboTax Online return before filing?    Make sure that you select include government and TurboTax worksheets.   You will have to pay for TurboTax Online or register if using the free product before you can review all of the forms and schedules.  

It sounds like you’re stuck in a loop where Illinois keeps rejecting your state return because the identity check fails — and since you’re no longer in the U.S., you can’t update or verify your ID through MyTax Illinois. That’s a very common issue for former J‑1 visa holders, and it doesn’t mean your SSN is wrong. It means Illinois can’t match your identity through their online verification system.   Since you are a victim of this loop, you will need to print and mail your Illinois state return.  Here is what you need to do:   Print your Illinois return, and here is what should be mailed.   Your IL‑1040 state return  Any supporting documents (W‑2, 1042‑S, etc.) A short note (optional) stating: “Unable to e‑file due to expired Illinois ID; filing by mail.” Illinois will process it manually without requiring online identity verification. Where to mail it For most taxpayers expecting a refund:   Illinois Department of Revenue  P.O. Box 19041 Springfield, IL 62794‑9041 USA

@OldTurboxtaxUser Win10 technical support ended last October.  ESU is extended security not full support and expires this October.  Win 10 is down to 22% of Windows market share in the US.  With 5 weeks left to main filing season it's extremely unlikely that Intuit would suddenly support Win 10.  Either set up a Win 11 VM to use Turbotax desktop, or switch to HR Block / TaxAct who are still supporting Win 10.

Technically, if you are being credited with interest annually (a few dollars a year), that should be reported each year that the interest is paid.  Then, when withdrawing the funds and closing the account, no tax would be owed because you are just withdrawing your own money.   Since you have not reported the interest, what I would do is withdraw the funds in 2026, and you would then report the interest amount (the amount of gain over the years, not the whole amount of the account) as bank interest.  You won't get a 1099-INT since it's a foreign bank, so there is a box you can check for "I did not get a 1099-INT for this interest."  If you kept the account, you should probably report all the interest to date in one lump sum, then keep track and add the yearly interest to your tax return each year. 

If you have not filed the 2025 tax return, then to view/print the complete tax return you will have to pay the TurboTax account fees. To pay the TurboTax online account fees by credit card, without completing the 2025 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. Complete the credit card section and click on Confirm payment.   However, you can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Please double check that you entered all the needed information, like the total Kilometres & kilometres used for business.   If you are still not able to resolve this issue, please contact our phone support team for more assistance.   

Bonjour, Voici ce que j'ai fait ce matin le 12 mars 2026 qui m'a permis de soumettre ma déclaration d'impôt.  Étant donné que je n'avais pas aucun montant sous le formulaire TP-726.7 et que j'étais dans l'incapacité de le fermer en suivant les instructions donnés, j'ai décidé de vérifier le formulaire Annexe 3.  J'ai remarqué qu'un 'X' apparaissait dans la case 'NON' sous la question 'Avez-vous disposé d'une logement, ou d'un droit....".  Je l'ai alors retiré et suivit les instructions du service de TurboImpôt (Édition - effacez le formulaire, Édition - fermer les formulaires inutilisés, sauvegarder ma déclaration, fermer et ouvrir de nouveau le logiciel) Et en effectuant les étapes pour le formulaire 'Annexe 3' cette étape a automatiquement fermer le formulaire TP-726.7 et j'ai été en mesure de soumettre mes déclarations d'impôt en attente.       J'espère que cette information vous permettra aussi de résoudre votre problème de transmission tout comme moi.

Moi j'ai entré l'adresse courriel seulement à l'étape de la soumission quand le logiciel m'a indiqué une erreur avant de soumettre et je n'ai pas eu à cocher oui. J'ai vérifier par la suite et rien n'est coché.

When determining how much of your Social Security benefit is subject to taxation, the IRS only uses 0%, 50%, and 85%.    Here is how those percentages are determined and how the IRS handles the math when a lump-sum payment is involved: The IRS uses a specific formula called Combined Income to determine if you fall into the 0%, 50%, or 85% bucket. Your Combined Income is: Your Adjusted Gross Income (AGI) + Nontaxable Interest + 50% of your total Social Security benefits for the year. 0% Taxable: If your Combined Income is under $25,000 (Single) or $32,000 (Married Filing Jointly), your benefits are completely tax-free. Up to 50% Taxable: If your Combined Income is between $25,000–$34,000 (Single) or $32,000–$44,000 (Joint), up to 50% of your benefits become taxable. Up to 85% Taxable: If your Combined Income is over $34,000 (Single) or $44,000 (Joint), up to 85% of your benefits become taxable. The golden rule of Social Security is that the IRS can never tax more than 85% of your benefit, no matter how much money you make. When you receive a lump-sum payment for back benefits it can artificially spike your Combined Income for the current year. This spike might unfairly push your benefits into the 85% taxable bracket, even though the money was meant for prior years when your income was lower. To fix this the IRS offers a special calculation method called the Lump-Sum Election.   Here is how the election works: You do not amend your old tax returns. You still report the entire lump sum on your current year's tax return. However, the IRS allows you to look backward. You take the portion of the lump sum that belonged to a prior year and apply the 0%, 50%, and 85% math to your income from that specific prior year. If your income was lower back then, a larger portion of the lump sum might fall into the 0% or 50% tiers. You calculate the taxable amount for each prior year, add those amounts together, and put that final total on your current year's tax return. If this backward-looking math results in a lower taxable amount, you are allowed to use it. TurboTax will calculate both methods automatically and apply the one that saves you the most money. It is important to remember that 50% and 85% are not the tax rates you pay. They represent the portion of your Social Security money that gets added to your taxable income. Once that money is added to your income, it is taxed at your normal ordinary income tax bracket (such as 10%, 12%, or 22%).