All Posts

When using the TurboTax online editions only one tax return can be filed per account and User ID.  You need to create a new account with a new User ID and new email address for another tax return. Go to this TurboTax website and click on Sign up to create a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

Please review these steps for entering Statement A (QBI Pass-Through Entity Reporting) that came with Schedule K-1 and provides specific information for Line 17 Code V. Note especially Step 3, which can cause the message you have seen.   When entering your K-1, check that it has Box 17 Code V. You don't need to enter any amount for Code V.  Continue with the interview (this may be several screens later) until you see "We see you have Section 199A information." Check the box that applies (usually the first option - income comes from this partnership). On the page "We need some information about your 199A income," be sure to check the first box and enter at least one type of income. Check any other boxes that appear on Statement A and enter the related amount. Be sure to complete the entire interview, especially the question "Do you want to provide more info about [partnership] in case it's needed later?" You are not finished until you return to the K-1 summary page.

I have used TT for several years (10+) always works well.  Problem is last several tax returns are on my old computer Windows 10.  Installed TT 2025 on new Windows 11 computer.  How do I get 2024 to download into 2025 TT? Parmell

@mattcuervo  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return.   To create Form 1040-ES - Click on Federal Taxes (Personal using Home & Business) Click on Other Tax Situations Under Other Tax Forms On W-4 and estimated taxes, click on the start butto

Manual entry takes a long time and prone to errors.  I do taxes with my wife, I do the homework and she puts most of it in.  I always check the numbers to see the download was correct but it prevents errors.  Its not the bank, they clearly say TT is allowed.  

To enter state-exempt interest in TurboTax (1099-INT Box 8 or 1099-DIV Box 12), enter the form data, then look for a follow-up screen asking if the interest is from a specific state or "More than one state" . Select your state for that portion to ensure it is not taxed on your state return, and label remaining amounts as "More than one state".

@clem3446 wrote:   I will say, I have already filed my 2025 return with a different account ID. Could that be causing a problem? Yes, that would be the problem.  You have to sign onto your 2025 account using the exact same User ID and Password used to create the account.   Your screenshot was for a 2024 amended tax return.  The 2024 amended tax return can only be printed, signed, dated and mailed, it cannot be e-filed using TurboTax.

Another user who had a problem downloading/installing the State program found this solution:   Close the TT program.   Re-opened and registered the product  Went to download state at the end of federal review. Selected state and it downloaded!!   Here's another user's solution:   Force quit the application  Reopened it and went to the menu tab labeled as TURBOTAX Clicked on Download state and it worked If you are encountering the issue that the button you need to select to finish, such as to Pay for your state e-filing, doesn't appear on your screen, you can either adjust the size of your screen, try a different device, or hook up a larger monitor to your device in order to access the button. This issue with paying for the state e-file has come up in the past for Mac users.    One user suggested rotating the screen view on the laptop (Mac) to submit the payment and then rotated it back. On the Mac, open System Preferences. Hold down the Command and Option keys and click Display. It'll give you an option to rotate the screen.    To adjust your screen size in Windows, right-click the desktop, select Display settings, and adjust the Scale (100%-500%) or Display resolution under "Scale and layout". For Mac, go to System Preferences > Displays to change resolution.   

Just to clarify, if I prepared the 1099 R like what will come in 2027 I would put 7,600 in box 1 and $350 in box 2.     When I go to easy step they ask how much of the excess I withdraw timely.  I answer $7,250.  So they come back and ask for another $180 withdrawal.  The calculation is circular.   If I answer the question with $7,600 (excess + other income) it will work but I do not think that is correct to do it that way.

Enregistrez, fermez et ouvrez de nouveau votre logiciel. Si vous entrez l'information tel qu'indiqué plus haut, ça fonctionne.    Si rien ne fonctionne, veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.

After I filed, I noticed that Turbotax did not calculate my estimated tax payments or make vouchers to apply for 2026. This is a fail since I cannot seem to go back since my return for 2025 has already been accepted. 

This screenshot was taken when the software showed that a new update was available. At that time it will give you the details of what will be fixed with this new update. If you have updated it already, you won't be able to see this information.    You can check if your software is updated to the latest version by going to Help> About TurboTax from the top left panel and making sure the version and the build are the same as shown below.       

If you are asking if you can cancel your estimated tax payment, you may be able to cancel the transaction if it hasn't been processed, but if it's too late, the IRS will likely refund the double payment automatically.     If you used IRS Direct Pay for your estimated tax payments, use the "Look Up a Payment" feature on the IRS website to cancel up to two business days before the payment date. For IRS direct pay, you have until two business days before the payment date to cancel.    You can use these links:  IRS Direct Pay    Direct Pay help   If the payment is scheduled and you cannot cancel online, you could try contacting your bank to stop payment.   Do not file an amended return to fix this, as it may delay the refund of your overpayment   Please return to Community if you have any additional information or questions and we would be happy to help.