All Posts

You can check this by logging in to QEF, selecting My Businesses from the left-hand side menu, and checking if there has been an update to the e-file status of your form(s). From the FAQ:   I e-filed my form(s), how will I know it was accepted with the IRS or SSA? After e-filing your W-2 or 1099 form, please monitor your form status in the Forms tab of the corresponding business. The form status will change from "E-File Processing" to either "E-File Accepted" or "E-File Rejected", once the Government Agency processes the form. The status change may take up to 2 to 4 weeks. You will also receive a notification by e-mail when the status changes. You can also check the QEF FAQ for questions related to your account, such as your linked email or login ID.

You can clear it and start over. It can be done from your phone, but it's easier from a computer.     Sign into TurboTax. You may have to bring up the additional options on the left sidebar On the center panel select Personal Info [Continue] This will bring up additional options on the left sidebar. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. You can view the TurboTax Video How do I clear and start over?    

If it was missed, you can fix the Illinois exemption by going back into TurboTax, selecting Amend return, updating the Illinois section, and the program will generate Form IL-1040-X for you to file.   TurboTax will usually apply the Illinois personal exemption automatically based on your federal return. But you do need to complete the Illinois interview fully, especially the residency and dependent questions, to make sure it isn’t skipped. You can verify it directly on your Illinois return on Form IL-1040, Line 10.

It is my understanding that this error check is in place only for certain states who require that an amount be placed in box 16 if there are withholdings present in box 14.  Box 15 for the state and state ID number will also need to be filled in.  Each state has its own specifications and error checks with regard to items reported with state information, and those requirements can change from year to year.  TurboTax just put this error check in place before you actually file the return so that it would not be rejected by the state and require you to fix it later. Your actual state tax return is based on the information reported on your Federal return, so boxes 1 and 2 of your Form 1099-R are much more critical than box 16 with regard to your state return calculations.   To remove the error condition and allow you to file your return electronically, enter the amount shown in box 1 into box 16.  Otherwise, you can file your return by mail.

 You can establish a video call by subscribing to TurboTax Live or Full Service.  In these sessions, you can see  the TurboTax representative, but they cannot see you.  In addition, the representative can see your tax return. You will do the navigation, and You will make any changes to the return. How to Connect Sign in to TurboTax  Select ‌ Live Help or Help Choose  Contact Us or  Connect with live help. Follow the prompts to select your preferred method, which may include One-way video,  Phone call Or live chat.

@Jean_1022   Nous déployons tous les efforts pour finaliser tous les formulaires fiscaux afin de répondre aux exigences de l’Agence du revenu du Canada (ARC) et de Revenu Québec (RQ). Certains de ces formulaires ne sont pas encore prêts dans TurboImpôt. Si votre déclaration contient le TP-726.7 Déduction pour gains en capital sur biens admissibles, vous ne pouvez pas encore la transmettre dans TurboImpôt. Si vous utilisez TurboImpôt en ligne, nous vous enverrons un courriel lorsque vos formulaires seront prêts, au début d’avril 2026.  

To the second question: If you require an upgraded version of the desktop software will update automatically when you log in. It'll notify you if a new update is available, and there may be additional charges.   To post a second home sale in TurboTax. You’ll have to use TurboTax Premium to report the sale of a Second home,  You will enter this in the investment section of TurboTax. The total Cost Basis will be entered in this section. Open or continue your return. Under Federal  Wages & Income Investments & Savings [+ Add Investments] Save time and connect your financial accounts [Enter a different way] [Type it Myself] Select the box Other [Continue] Follow the interview. Review the IRS answer at How do I report the sale of my second residence?    

what i meant was   before now when i use the quick employer form to submit forms   i will receive an email from intuit that says my forms are submitted then i will know its left to irs to accept or reject the forms   but presently whenever i submit tax forms using the quick employer form  i wont receive any email from intuit saying my forms are submitted...what is going on

@danetnathking Le seul formulaire qui est encore verrouillé est le TP-726.7 de Revenu Québec pour gains en capital qui empêche la transmission au Qc. Ce formulaire est verrouillé dans TurboImpôt Bureau et TurboImpôt en ligne. Si vous avez besoin de ce formulaire, merci de patienter encore quelques jours.    Si vous n'en avez pas besoin, effacez les cookies et videz la mémoire-cache de votre navigateur. Voici comment au besoin:  Vider la mémoire-cache Enregistrez, fermez et ouvrez de nouveau le logiciel.    Si possible, changez de navigateur, Google et Google Chrome étant préférable à Safari ou FireFox.   Merci de choisir TurboImpôt  

You can access and download your personal data:   Sign in to your Intuit Account here. Select Data privacy. Select Download and then follow the screens to submit your data request. You’ll get an email once your data is ready, with instructions for downloading. Requests can take up to 15 days, depending on how much data is involved. You'll be able to submit a new request for data from the same account after you receive that email. Once you've downloaded your personal data file safely and securely from your Intuit Account, use the instructions below as needed to open the file and view it in a way that’s most helpful to you. You can also delete any information:   Sign in to TurboTax, if you haven’t already. Select Intuit Account on the left. Select Data privacy. Select Delete and then follow the screens to delete your data. If you want to delete data from any other Intuit Accounts, you'll be able to do that one account at a time. We'll walk you through it. How to access and manage your personal data from your Intuit Account   @mashathurber 

Thank you - she paid her tuition in spring 2026 with her scholarship, and took $2000 less than the remainder from the 529, so paid $2000 out of her savings.  She's been taking rent, utilities and grocery money from the 529.  She is not moving back home after graduation, she is staying in her apartment until the lease ends at the end of June, and after that is going to try to go month-to-month (though she may not be able to stay all of August because they'll want a new student in) since she has a summer job in the area until the end of August.  After that we'll see if she gets a full time job somewhere, or if she moves back home.   But if I understand you correctly, she could claim that $4000 scholarship as income, and pull it from the 529 now (along with the $2000 she spent out of pocket), and still apply the $4000 toward the AOTC?  Then if it turns out that she doesn't find a full time job in the fall and moves back in with us, we could claim her as a dependent one last year, get the $500 credit, no one claims the AOTC (so we got it for 2 years out of 4), and her income with only an on-campus job during the spring, the $4000 scholarship, and her summer job will likely be under $18,000 so she will only pay 10%  tax on at most half the scholarship?   If she does find a full time job and ends up grossing $34,000 or so (including the $4000 scholarship), then she will fall in the 12% bracket, and her tax bill would be $1900 but she would get all of that covered by the nonrefundable and refundable parts of the AOTC?  Maybe even get a refund of more than what she had withheld? (I haven't looked at the refundable portion of the AOTC)? Taking more from the 529 for what was paid toward tuition this semester (whether it be her $2000, the $4000 scholarship, or both) would give her a pool of savings to live on while she's waiting for her first few paychecks - especially since we can't pull the entire amount of May rent from the 529 because she's graduating the first weekend in May.   Also, I don't know if she's filed 2025 taxes yet - we claimed her as a dependent, and did not claim the AOTC.  Can she claim all (or part of, up to the standard deduction when combined with her summer job and on-campus jobs) the $8000 scholarship from 2025 as income and pull it from the 529 now?  I know it's best to claim it the year it was awarded, but since Pub 970 doesn't mention it, that would definitely give her more to live on this year.

En mode Easy Step, cliquez sur Profil de vos paiements dans le menu de gauche.  Cochez Contributions politiques. Entrez vos informations. Dans mon exemple:      Fédéral:   Québec:   Merci de choisir TurboImpôt

We have no open investigations for bugs related to forms 1099-NEC or W-2 using Quick Employer Forms, and a few customers noted that it is taking a long time for the IRS to process forms W-2, so you would need to contact the Service directly to find out what the hang-up is.    1. The most important thing to do is make sure your recipients have received their W-2 or 1099 copies so they can file their 1040 tax forms by the deadline; if you have not done so, please mail or electronically provide those copies immediately to the recipients.    2. Next, you should try calling the IRS business tax line: Businesses 800-829-4933 7 a.m. to 7 p.m. local time

Thank you Mary. Egg on my face! I didn't realize that the ME deduction phased out and indeed Turbotax is correct. Note that the reason I looked into this originally was that Turbotax is still filling out a ME schedule 2 (itemized deduction calculation) and ME initially rejected my amended return because Turbotax carried over the SALT deduction incorrectly to Schedule 2. While I had a > 10k SALT deduction this year, Turbotax capped the value in ME Schedule 2 at 10k. I have since gone through the exact same flow and it looks like this bug has been patched, so perhaps my calling repeatedly had some positive effect?