All Posts

To enter foreign financial account information, go to:   Other Tax Situations Other Tax forms Prepare a report on foreign financial assets Follow the prompts to determine if you are required to report your foreign accounts Here's a helpful link that talk more about how to report foreign account info in TurboTax: How do I file an FBAR report (FinCEN 114)? Here's another link on how to request  TurboTax expert to review your return: What is an Expert Review and how can I schedule one?

I don't know if it will even let someone download and activate 2021 software at this point in time.   EDIT note 3/17/2026 at 9:05 PM Pacific I just tried with the 2020 product (I don't have 2021), and it did let me download the 2020 installation file.  Of course, I'm not gonna install it to see if the license code works. 😐

@susanjwitt  @Bags1953    After you enter your SSA1099 for Social Security the very next screen asks if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly,  your line 6b on Form 1040 was left blank or had a zero, so that your SS was not taxed correctly.   This was a user error.  The IRS is catching these errors and adjusting refunds accordingly.

La declaracion estatal normalmente toma mas tiempo en procesar que la declaracion federal.  Deja que pase 2 o 3 dias y si aun no le aparece una confirmacion de su declaracion estatal, pongase en contacto con nosotros.

TurboTax gets no information after you file your tax return.  No one at TurboTax can tell you if you will get audited or why there was a "security risk alert"---(from who?   TurboTax?  The IRS?)    Why did you file separate returns and each claim a child?   Filing married filing separately is usually the worst way to file.   If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the disadvantages of filing separately include:    You cannot get earned income credit,  You cannot get education credits or deductions for student loan interest.  You cannot get the childcare credit You have a lower amount of income on which to base the refundable additional child tax credit 85% of your Social Security benefits will be taxable even with no other income  The amount you can contribute to a retirement account will be limited. Capital loss deduction is less than if you file jointly You cannot get the $6000 senior deduction You cannot get the deductions for overtime or tips    If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh  

No that cannot be done.   Each tax year is separate.   You will have to check the IRS refund site to see what happened with your 2024 refund.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

I reproduced your situation by entering a 1099-R with 100.00 in 9a, and no checkmark in 2b.   In the Review, I got the some reported error that you did.   On that same screen in the Review, I blanked out the 100.00 that was showing about the view of the tax form, and then hit Continue. The reported error disappeared so I could continue.   Are you using the TurboTax Online product or the Desktop product?   Worst case, delete the 1099-R, then re-enter it by hand, and leave 9a blank. This should give you the result that you want.   @deannatangen