All Posts
a month ago
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
a month ago
Turbo Tax is telling me to delete an NOL from 2019 but California Franchise Tax Board says NOLs carry forward 10 (or 20) years. Why is Turbo Tax telling me to remove the 2019 NOL?
a month ago
[license code removed]
a month ago
I used TurboTax Online Premium to file my 2025 taxes independently — no assistance needed, completed in under an hour. At no point did I request or use Expert Assist. I explicitly declined it when pr...
See more...
I used TurboTax Online Premium to file my 2025 taxes independently — no assistance needed, completed in under an hour. At no point did I request or use Expert Assist. I explicitly declined it when prompted. I was charged $199 with no itemized breakdown — not during checkout, not in the invoice. I cannot tell what I actually paid for. Your advertised price for TurboTax Online Premium DIY is $129 federal + $0 state (FL). I was charged $199. I was apparently billed the Expert Assist bundle price for a service I declined and never used. I am not alone in this. Other users on this very forum have reported that for 2025, the DIY Premium option was never clearly presented — only the Expert Assist bundle. If the opt-out path is broken or misleading, that is not a customer error. That is a product design problem. I am requesting a clear itemized breakdown of my $199 charge and a refund for any amount attributable to Expert Assist. If this cannot be resolved, I will dispute the charge with my bank and file a complaint with the CFPB.
Topics:
a month ago
There is a sidebar in the left side, where you can move through all the sections in your return.
a month ago
No. If the school isn't an eligible educational institution, you can't claim the American Opportunity Credit (AOTC) and/or the Lifetime Learning Credit (LLC) on your tax return.
An eligible ...
See more...
No. If the school isn't an eligible educational institution, you can't claim the American Opportunity Credit (AOTC) and/or the Lifetime Learning Credit (LLC) on your tax return.
An eligible educational institution is a school offering higher education beyond high school. It’s any college, university, trade school, or other post-secondary educational institution eligible to participate in a student aid program run by the U.S. Department of Education. Use the following link to verify if your school is an eligible educational institution:
Database of Accredited Post Secondary Institutions and Programs (DAPIP)
a month ago
Yes, uninstall TurboTax and reinstall it to enter the new license code. Open the Control Panel, select Uninstall a Program, find TurboTax, and select Uninstall/Remove. Reboot your computer.
...
See more...
Yes, uninstall TurboTax and reinstall it to enter the new license code. Open the Control Panel, select Uninstall a Program, find TurboTax, and select Uninstall/Remove. Reboot your computer.
When reinstalling, temporarily disable anti-virus programs, and be sure your account has Administrator rights.
@user17695294071
a month ago
You can’t efile a prior year with Turbo Tax. And you need to use the Desktop program to do a prior year. If you need to do 2024 or prior you can buy the Desktop download here, TurboTax 2022 Pr...
See more...
You can’t efile a prior year with Turbo Tax. And you need to use the Desktop program to do a prior year. If you need to do 2024 or prior you can buy the Desktop download here, TurboTax 2022 Prior Year Tax Prep - File Past Years' Taxes You will need Windows 10 or Mac OS Ventura 13 or later to install 2024. If you can't install the Desktop program or if you have a simple return and want to file for free, you can print out the blank IRS forms and fill them out by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf 2024 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.
a month ago
You cannot use the online software to prepare a 2024 return, and you cannot e-file a 2024 return.
You cannot change the tax year. The current online program is for 2025 only. Only a 2025 ...
See more...
You cannot use the online software to prepare a 2024 return, and you cannot e-file a 2024 return.
You cannot change the tax year. The current online program is for 2025 only. Only a 2025 return can be prepared online and only a 2025 return can be e-filed.
Online preparation and e-filing for 2022, 2023, and 2024 is permanently closed.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
To file a return for a prior tax year
If you need to prepare a return for 2022, 2023, or 2024 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
a month ago
You can get back to any job-related expenses you may have entered to delete your information as follows: Click on Search at the top right of your TurboTax screen Type Form 2106 in the search bo...
See more...
You can get back to any job-related expenses you may have entered to delete your information as follows: Click on Search at the top right of your TurboTax screen Type Form 2106 in the search box Click on the link that says Jump to Form 2106 Your screen will say Job-Related Expenses Summary Click on the little pen next to your expenses that you entered to edit them or the little trash can to delete them. Also see: Can employees deduct any job-related expenses? Where do I enter job-related employee expenses? (Form 2106) Please return to Community if you have any additional information or questions and we would be happy to help.
a month ago
Can you clarify - are you trying to itemize on your MD Maryland return, @joegeodesist ? Are you using TurboTax Desktop or TurboTax Online?
TurboTax transfers data from your federal return ...
See more...
Can you clarify - are you trying to itemize on your MD Maryland return, @joegeodesist ? Are you using TurboTax Desktop or TurboTax Online?
TurboTax transfers data from your federal return to your state return. If the info in your federal return is incomplete or incorrect, your state return won't be complete or correct either. Troubleshooting federal to state tax-information transfers
a month ago
To enter your last year's AGI and e-file your return:
Open your return
Select the File tab
Continue until you reach the screen that says To continue, select options below
Enter your...
See more...
To enter your last year's AGI and e-file your return:
Open your return
Select the File tab
Continue until you reach the screen that says To continue, select options below
Enter your corrected AGI in Enter last year's AGI here
Select Continue and follow the screens until you've re-transmitted your return
If you need to find your last year's AGI, see the TurboTax help article below:
How do I find last year's AGI?
a month ago
For federal tax purposes, you do not need to take any separate action to "enter" 414(h) contributions beyond simply recording your W-2 exactly as it is written. These are "employer pick-up" contribut...
See more...
For federal tax purposes, you do not need to take any separate action to "enter" 414(h) contributions beyond simply recording your W-2 exactly as it is written. These are "employer pick-up" contributions to a government retirement plan that are already excluded from your federal taxable wages in Box 1 of your W-2.
However, if you live in New York, most of these contributions are taxable at the state level and require specific entry steps to ensure they are added back to your state income. In TurboTax, for the W2 Box 14 description, you must indicate if the amount is subject to NY tax or NY tax exempt. MOST are subject to NY tax, but if you are not sure, contact your employer.
a month ago
I have the exact same problem. What was the solution?
a month ago
1 Cheer
You can try using the free version of an AI service to get the lowest stock price. As for the stock having been given to her, the company would have had to report the value at time as income, and sh...
See more...
You can try using the free version of an AI service to get the lowest stock price. As for the stock having been given to her, the company would have had to report the value at time as income, and she would have paid tax on the value. Therefore, her basis would be the value at the time it was given to her, not zero.
a month ago
You may have accidently marked that someone else can claim you as a dependent.
Here’s how to modify your personal information if you have selected the dependency data initially using TurboTax...
See more...
You may have accidently marked that someone else can claim you as a dependent.
Here’s how to modify your personal information if you have selected the dependency data initially using TurboTax Online/Mobile:
Go to the Personal profile screen and under your name, select Revisit.
Continue until you reach the Let's check for some other situations screen.
Scroll down if the box is checked that Another taxpayer can claim me as a dependent on their tax return, uncheck it.
Continue.
a month ago
@ 1997retird wrote: The same info has been on the return for 30 years. Bank account same for 32 years. Same info on State return and direct deposit was made for the State Refund without issue. ...
See more...
@ 1997retird wrote: The same info has been on the return for 30 years. Bank account same for 32 years. Same info on State return and direct deposit was made for the State Refund without issue. If your bank can't explain what's causing it, then since it's the IRS doing the sending of the check, you can ask them how they explain it and what they mean by "additional processing." Is there a special phone number on your IRS notice? Otherwise, here's the main IRS number: IRS: 800-829-1040 (7AM-7 PM local time) Monday-Friday