All Posts

You can check  to see if your return was accepted by the IRS in TurboTax.     If you used TurboTax Online, you can see the status of your return on  the Tax Home screen of your account.  You should have also received emails updating you on your return status.     If you used TurboTax Desktop: Select File. Select Check E-file status.  

Other users can only see your returns if they use the desktop program on the same computer that you did the returns on.  Turbo Tax Online does not store or save your Desktop returns even if you efile them.  If they log into your online account they can only see your acount profile information, not the actual returns.  Like your program downloads to install the program again.     The actual tax data files end in .tax2025, .tax2024 etc.  and any pdf files are only on that specific computer unless you moved them or backed them up and deleted them.  

The IRS most likely sent a check instead of a direct deposit because your financial institution rejected the deposit, you provided incorrect banking information, or the account name didn't match the name on your  tax return.   You can contact your bank to confirm if they have rejected a direct deposit attempt.   The IRS will usually send a Notice CP53D to explain why this happened.

For starting your TurboTax account with a C-Corporation you formed in 2025, select the employment status that reflects your role in that corporation. Typically, if you are an owner and also work as an employee of the C-corp, you would select Employee for your wages from the C-Corp if you receive a W-2. If you report income or losses from the C-corp as a shareholder, those are handled separately, not as self-employed income. You usually do not select self-employed status for C-corp wages because the corporation is a separate legal entity. Instead, enter wages from your W-2 issued by the C-corp under Wages & Income. If you have business income from the C-corp (like dividends or distributions), those have other entry areas but are separate from employment status selection.

Thanks for the explanation Volvogirl.   I am 70 and not yet pulling out any RMD.   The fact that prior years it did say as I mentioned  "Then on 1040 on those years, next to 5b on 1040 there was "ROLLOVER" written in smaller font telling me it did the rollover to ROTH successfully."    However, this time, should I see the same verbiage "ROLLOVER" in smaller font next to 1040 line 5b $100,000?  Else how would I know it is a rollover or not.    Thank you SP

There was an update on March 6.  Go back through your return, and make any changes as needed, then file your return.   If you are using TurboTax Online the program updates automatically.   If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".   @ah1838 

yes AMT amount in Box 13 is supposed to be a portion of the tax exempt dividends reported in Box 12 - it's used for AMT calculations - you need to look into the details for boxes 12/13 on your 1099 to see why Box 13 is bigger, your brokerage should have provided a breakdown.

You need to get a statement from the retirement facility that breaks down the amount of your costs showing the amount for any sort of medical care.   Those costs--not room and board, etc.-- can be entered as a medical expense.     MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)    

If you were charged $199 for your TurboTax it is likely because your tax situation required more than the basic forms (for example, itemizing investments), you may have been upgraded to Deluxe or higher, as XmasBaby0 mentions above.     The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify.    If your tax situation requires more than the basic forms (e.g., itemizing, investments), you are upgraded to Deluxe or higher.   A separate charge is added for preparing state tax returns in most TurboTax online versions.   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You may also be able to downgrade How do I downgrade to a different TurboTax Online product?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. Click here for How do I review my fees in TurboTax Online? If you have additional information or questions regarding this, please return to Community and we would be glad to help.