All Posts

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. Please notify me by adding @AmyC to your response. If I discover a solution, I will reply. Otherwise, it will be moved on to an investigation team.Please add a picture of the token number in your reply. Sometimes the program takes out numbers - thinking it is private information. You can send a token to me by following the directions below: TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools  On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response. 

For my foreign pension (from the government, and taxed the same in the US, per the Tax Treaty), I simply add it to the "social security benefits worksheet" (and the "Supporting details" pop-up helps me keep track of what I've done. If the tax treaty with your country requires that each country treat the foreign country's pension like their own, this seems to work (at least, I didn't have a problem last year); if there's a different tax treatment, I'm not sure what to do (you'd probably have to fiddle with the "taxable social security benefits" on line 18 of the "social security benefits worksheet".

Same!    I was able to finally file but I wont purchase this software again. It has been two years forms get locked and I have to file late just because I purchase Turbotax. Used their software for over 14 years but this was my last. Wont use it again.

Thanks for your help! I actually went back and deleted some information I had entered erroneously into the "Other Deductions Not Definitely Related" and the duplication issue has been resolved! These line items sometimes have a one word difference (ie..."Other deductions" vs. "Deductions") and that one word can make a huge difference! Appreciated your time and attention to my inquiry!

Now I understand.  I had applied the taxes in the wrong location (withholding not already entered) under other income taxes paid 2025.   I went back and corrected it.   It doesn't change my taxes, but it is correctly reported now. I've already submitted my taxes previously. Should I send in an amended return?

To resolve issues importing Form 4835 (farm rental) data from Quicken to TurboTax, export the data specifically as a Tax Export File (TXF) by going to Reports > Tax Export File in Quicken. Alternatively, use File > File Import > QXF to move data, ensuring the file is not locked or damaged.

The only really recent significant change, is for Idaho tax filings.  And ID doesn't tax SS.   There have been a few, somewhat recent, Federal software fixes to get Energy Credits for home upgrades, that weren't working properly before.

If you are using TurboTax Desktop, all forms are now unlocked. Please update your software. If it's not automatically updating, you can reinstall the software using the download from our website: Choose the current TurboTax Desktop edition you need (for Windows).    If you are still not able to resolve your Quebec NETFILE issue, please contact our phone support team phone support team for more assistance.  

The common cause of this happening is skipping or wrongly answering the question about living in certain foreign countries after entering the SSA-1099, which makes 0% of benefits taxable. See this TurboTax Support discussion.

Yes, TurboTax Free Edition is available to anyone, including seniors, if your return is simple (W-2, Social Security, standard deduction, and limited interest/dividends).    There isn’t a special version just for age or fixed income. The determining factor is the type of income and forms, not your age.   If your return includes items like investments, rentals, or itemized deductions, TurboTax will require a paid upgrade. But you can still start for free and only pay if needed.   Requirements for TurboTax Free Edition   * You must have a simple Form 1040 return. * You can't have any supplemental schedules (except for those required for EITC, CTC, student loan interest, or Schedule 1-A). * You must not have income from a small business (1099-NEC), rental property, or stock sales. * You must not itemize your deductions on Schedule A. * You must have W-2 income, standard deduction, or limited interest/dividends that don't require Schedule B.  

It is now March 19th and I'm also having issues with trying to efile my Quebec tax return.  I was able to efile my CRA tax return but not Quebec.  Could you please provide an expected date to file as this is creating a major headache for my clients who are expecting refunds.  Thank you

Thanks for your reply and suggestions. I am new to Turbotax (my first year using it) and I didn't understand how to get to "Forms" . Apparently it looks like I am completing an "online" version but I didn't intend to and wanted to do the desktop version. Is there a way I can change how this is submitted? Anyway I did figure out that the way I answered the questions  was duplicating the $4722 so I just deleted the info I input and it deleted the copy of the information that was appearing in 3b. So, very happy to have resolved that issue!! Many thanks!! If you could advise me on how to switch from "online" to "desktop" that would be much appreciated.