All Posts

It sounds like you may need to update your residency status. To update, you will need to revisit "My info" in the Federal section and tell TurboTax that you reside in another state. First, update your Address and phone number, then when you reach, "Let's check for some other situations". Here, you select Tennessee as your state of residence.   Once you have changed your state of residency in the My info section, try deleting your Kansas state return.    On the Status of your state returns screen, select the trash can icon next to your state, then select Delete. Here is the link with those instructions. 

Even you can use the same email to create your son’s return, you must create a separate account. To do this: Sign out of your current TurboTax account to avoid overwriting your previous return. On the sign in page select New to TurboTax? Then create the account for your son. Enter your email address, password, phone number and create the Intuit Account.

If you are not using TurboTax Expert Assist you can follow these steps: Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products. Select Downgrade. You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs.  

Tyr clicking on the icon that says "add investments" The interface in step/interview mode for entering investment income seems to have been created by a blindfolded child playing with a crayon. Should go back to 2024

To remove vehicle expenses from Schedule C in TurboTax Desktop, follow these steps:   1. Go to Business Income and Expenses and select Update   2. Edit the business that has the vehicle expenses you want to delete   3. Go to Business Expenses>Business Vehicle Expense and select Update   4. Click Edit next the vehicle name   5. Continue until you get to the screen asking you to enter total and business mileage for this vehicle    Entering zero for business miles will result in no business miles being calculated for this vehicle on Schedule C for this business for 2025.

I am working in 2025 desktop version of Turbo Tax Premier for Mac  in Forms mode AND am trying to find the source of a calculated number on my Colorado return.  Right click on the value in question does nothing.  Is there another option to find the source of the Value in question?

If your income exceeds the OAS threshold of $90,997, the software calculates a repayment (clawback) amount that you must pay back. The full OAS received is first added to your income on line 11300, then the clawback amount is deducted on line 23500 so you are not taxed on it, and the same amount is added to your total tax payable on line 42200. If any tax was withheld at source (Box 22 of your T4A(OAS)), it is reported on line 43700 and helps reduce your final tax owing, often offsetting the amount on line 42200.   For more information, visit repayment of old age pension.   Thank you for choosing TurboTax.  

Thank you for the response, but combining the W-2s is not a viable solution for several reasons: Different EINs: These W-2s are from separate divisions within the same corporation and carry different Employer Identification Numbers (EINs). Combining them would cause an IRS mismatch error and is not an option. Separate Capacities: One role is salaried (Standard Time), while the other is strictly hourly (100% Overtime). This is not a 'dual role' under a single payroll record; they are distinct entries. The Root Mathematical Error Remains: The issue isn't how the data is entered; it’s the denominator the validation script uses for the 'Reasonableness' check. The Box 1 Distortion: Box 1 represents taxable wages after pre-tax contributions (401k/403b). For any employee who saves for retirement, Box 1 is significantly lower than their actual gross earnings. The Logic Failure: By using Box 1 as the denominator, the software creates a false-positive error. Example: Gross Wages (Box 5) = $100,000. Overtime = $33,333 (Exactly 1/3, which is legal). The Savings Penalty: If that person contributes $23,000 to a 401k, their Box 1 becomes $77,000. The Bug: TurboTax then calculates $33,333 \div 77,000 = 43.2\%. The Result: The software blocks the e-file because $43.2\% > 33.3\%, even though the overtime is exactly 1/3 of the earned wages. The Requested Fix: This validation script should be updated to compare the Schedule 1-A entry against Box 5 (Medicare Wages), which represents true gross earnings and does not 'shrink' based on retirement contributions. Please escalate this to the Product Integrity / Calculations Team. This bug effectively prevents any taxpayer with significant overtime and high retirement savings from e-filing.

@clem3446  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you 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 enter, edit or delete a 6 digit IP PIN Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".

I just logged in to TurboTax Online on my MacBook Air and it opened into my test return, and the left side menu is there.    I recommend that you try these basic troubleshooting steps:   Log out of TurboTax Online, restart your device, and try again. For the best experience, ensure your browser (Safari, Chrome, Firefox, or Edge) is updated to the latest version. Chrome generally works well with Mac.  Clearing cache and cookies often helps as well. Sometimes Mac users encounter a problem in that the area where they need to take an action is outside the viewable area of their screen. This often happens with the button you need to click to pay for the state e-file In that case, the solution is to adjust the Display, or attach a second monitor with more viewable area. One user suggested a minimum display area of 1024 x 768.   

The distribution amount listed on your Form 1099-R should include the income and is reported in box 1 on your Form 1099-R entry. I believe you may have reported the principal distribution in box 1 and the income portion in box 2. For instance, if you over contributed $1,000 and withdrew that plus $10 in income, the entry in box 1 would be $1,010, with $10  going in box 2. So, if your income goes up $10, you withdrew the extra $10 so you should not be over your contribution limit.

To resolve this, 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". The error could also be because both TurboTax Online and TurboTax Desktop support up to 10,000 of any combination of transactions and imports.  If your file is larger, you will not be able to import it.     Where do I enter Form 1099-B?