All Posts

If you are unable to move forward in your TurboTax program and pay with your credit card, you can try the steps listed below.  Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. If you are using a VPN, disable it. Make sure your internet connection is strong and stable Try using incognito mode If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.    Please return to Community if you have any additional information or questions and we would be happy to help.

Does this work if I received two W2's from the same employer that uses a common payer agreement and both have the same EIN.  Previously there was no way to correct this in the online version and you needed the desktop version.  

Yeah if anyone else is in this situation good luck! There is no one to talk to ever, they put you through a thousand prompts tell you the status you already know and hang up... you try representative and they force you through the prompts.

This error in TurboTax can indicate that Form 3800 (General Business Credit) has been triggered. This can be caused by a carryforward from a prior tax year, a K-1, or an accidental entry in the business credits section. The form is looking for a specific "type" of credit to be identified to calculate the allowable credit.  Most commonly this happens and you do not have business credits or do not have a K-1 with credits. To fix this, you can try removing the form to fix this error.    If you are using TurboTax Online you can: Click on "Tax Tools" in the left-hand menu, then "Tools," then select "Delete a Form." Scroll down to find Form 3800 and click on the trash can next to the form to delete it  Also check for and delete related forms like Form 8582-CR or Form 3468. And clear your cache and cookies, as sometimes the data stays "stuck."  ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.  Then try the Review again  If you are using TurboTax Desktop: Click on Forms at the top right of your TurboTax screen to switch to Forms Mode Scroll down your list of forms in the left panel of your TurboTax screen to find Form 3800 and select Delete Form at the bottom of the form displayed in the right panel of your TurboTax screen and then click on Yes to confirm the deletion of the form Do the same if you find Form(s) 8582-CR or 3468. Please return to Community if you have any additional information or questions and we would be happy to help.  

If the EIN number in box b is the same and you work in more than 1 state or city, sometimes they will give you another W2 with the extra state information on it and the top part the same or not filled in.  If this is the case, list one W-2 but include both state or local  taxes on it.  It will let you type in more than one line for boxes 15-20.  Don't add the boxes together.     Same for boxes 12 & 14 if there is no room on the first W2 they can give you another W2 with the extra boxes on it.  So list them all on 1 W2.  For box 12 just enter it in the next row or box.  It doesn't have to match the box 12a-d etc.

Are you by any chance using any ad blockers or script blockers?   If so, that may be blocking the Captcha.   Otherwise, here's how to troubleshoot: First, simply refresh the page in your browser and see if that changes anything. If not, then log out of TurboTax, and clear your browser Internet cache. Then close the browser and reopen it. Make sure cookies are allowed/enabled in your browser settings so the Captcha will appear. Log in and try again. If still unsuccessful, close browser and reopen using a private window/private browsing (aka "incognito mode"). Log in with the private window (again making sure cookies are allowed) and try the efile again. Or if still a problem after all that, see if trying a different browser (with cookies allowed) will solve it.

YES on Form 1040, but NO on CA Form 540.   You can enter that information in the Personal Information/My Info section and TurboTax will check the box on the federal return and insert  “deceased” and the date of death next to the taxpayer’s name on the CA return.    What forms will I need when filing a tax return for someone who's deceased?   Deceased Taxpayers - CA

Yes, @xmasbaby0 is correct that you can't continue with preparing your 2024 return from TurboTax Online.   However, you can still have access to view your unfinished 2024 return in TurboTax Online if you sign in with the same credentials as last year. See this help article for detailed steps.   @rg-1920 

You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2024 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

First, if your 2024 return was prepared in Online TurboTax, look to see if you have multiple accounts without realizing it.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Did you all try using excess real estate taxes in form 8829.  I used the full RE taxes in the first form 8829.  Then in second form 8829 I put in 0 in the RE taxes, but added full amount in Excess RE taxes.  The total deductions turn out to be the same with the excess RE taxes on form 8829.   Then I checked my Schedule A form where I entered the full RE taxes by overriding TT.  Then I compared the Sch A from older file where I was getting error with the new file with Excess RE taxes on one of the form 8829.  The numbers were exactly the same.  I have to take standard deduction so it did not matter as Sch A will not be used.  But for comparison it was exactly the same.   Then I compared CA Schedule CA for itemized deductions for California.  Those numbers were exactly the same in my old file and the updated file.    So, for me the excess RE taxes works well.  Now TT is also not giving any error.  So I am going to file that way.  Not sure if you have tried and found any difference.  Most likely you will not need to do any manual calculations for Sch A if you use excess RE tax method.   Hope it works for you.

@DanaB27 Token 1341613 Turbotax is populating my Form 8606 incorrectly, I can't make it to correct mistakes. I input my Dec 31, 2025 Traditional IRA balance several times during answering Turbotax questions, but field 6 of 8606 is still empty.  Field 8 is left empty too (shall be 6912.87 - I put this info multiple times). Field 9 nothing is calculated. Field 10 is empty. Field 11 is empty. Field 13 calculation is incorrect because the above fields are empty. Field 14 basis carried forward incorrect too. Field 17 and field 18 are incorrect too. Please help me to make Turbotax populate my report correctly. I deleted info several times and redid it, its incorrect.  I made non-deductible Traditional IRA contribution of 7000 in 2024 (I have 8606 with 7000 basis for 2024). In 2025 I converted 6912.87 from Traditional IRA to Roth IRA (Traditional IRA had balance of before tax contributions and still has). In 2026 I am going to make another non-deductible Traditional IRA contribution of 7000 made for 2025 (till April 15 2026). Please help, everything else is ready but I can't file! Thank you very much  

I am having the same issue with my 2025 Federal return.  I itemized in 2024 deducted my NY State taxes that was withheld and received a NY State refund. While doing my 2025 Federal return which I am itemizing, I noticed my return is not listing the NY State refund for 2024.  On schedule 1 line 11 it lists the amount of refund I received in 2024. Is the 2024 state refund excluded?  FYI on my 2024 Federal return my 2023 state refund was listed on my return as being taxable.  Did something change?