All Posts

If you have not registered, paid or e-filed you can clear and start over. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

You can check the IRS site for transcripts that will show when you filed returns.   You can check your online account with the IRS.   Or you can try using the TurboTax recovery tool to see when you last used TT to prepare a return.  Just so you know, if you pretty far behind in filing your returns, a 2021 refund has already been forfeited.   A 2022 tax return must be filed by April 15, 2026 or that refund will also be forfeited.  And...any tax due is still due with late penalties and interest that are continuing to add up.   https://www.irs.gov/individuals/get-transcript https://www.irs.gov/payments/your-online-account     Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery  

TurboTax will suggest the switch to itemize once your deductions exceed the standard, but you can switch to standard if you'd like. This may make sense if your status is married filing separately, but otherwise, compare the two and make sure you really do want to switch to a lower deduction, if that is the case.   If you want to manually switch, here's how, from How do I change from the standard deduction to itemized (or vice-versa)?   "Go to the screen: Based on what you told us, [either Standard Deduction or Itemizing deductions] is right for you, and select Change my deduction. (Instead of using the link, you can also manually navigate to Federal > Deductions & credits > Deductions & credits Summary > Continue > If applicable, continue through any summaries> Now you will arrive at Itemizing/ standard deduction summary screen.) On the Which deduction do you want to take this year? popup, you'll see the dollar value of each deduction type. Select the type of deduction you want and Continue."

Yes. When entering unreimbursed medical expenses in TurboTax, you typically do not need to specify a provider if you don't have one. Medical expenses can include out-of-pocket costs for medicines, supplies, or services even if there is no single provider name to enter. Simply enter the total amount of your unreimbursed medical expenses when TurboTax asks for that information. The program will guide you through the details required for your deduction.

Thank you for the information.    I do have some more questions after reviewing the community board posts...   I thought Paid Family/Medical Leave was not taxable...am I incorrect? Is it taxable federally, by state (MA), or both? When entered as directed, my Fed and State amounts change drastically; and not in my favor...   Please advise 🙂

It does not work that way.   No one can call you from the user forum, nor do we arrange or schedule calls to users.   If you are paying for "Live" expert help and are using Live Assist online software, you initiate your own session with your expert.    You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

You are allowed to claim mortgage interest for your main home and a second home.  If your second home (summer home) has a mortgage, enter the Form 1098 for its mortgage in the Deductions and Credits > Your Home > Mortgage Interest, Points, Refinancing, and Insurance section of your return.     If you also use your summer home as a rental property, then the mortgage information will be entered in the Rental Income and Expenses section of your return.  Then, the personal portion of the mortgage interest will be transferred to your Schedule A after the rental information has been entered.

No one in the user forum can call you or schedule a call to you.   If you are using online "Live" expert assisted help then you need to initiate your own expert call.    You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

"I need to withdraw it"---   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed  

  You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.