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a month ago
This year Turbotax Desktop reports a tax due more than 25x my usual amount. The form does not appear to recalculate when new information is added - it is stuck on a very large tax due. . The Federa...
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This year Turbotax Desktop reports a tax due more than 25x my usual amount. The form does not appear to recalculate when new information is added - it is stuck on a very large tax due. . The Federal Form has my broker entered 4 times, 3 of the entries show Zero, but the entries cannot be deleted. . I was unable to enter the SSA-1099 information in the Step or Take me through procedures. I had to find the form and enter the information on the appropriate three lines. . When I enter any new information, the tax I owe doesn't change. . The State form clicks send me into a round robin of Continue. . I cannot reach Review. Online TurboTax this year is really balky - I've spent hours trying to enter information. For all I know, there's information entered 3x in the background and that's how I'm getting an outta sight Tax Due number. I think there are serious bugs - and I rely on Turbotax Desktop for my taxes,. Any plans to fix? I don't know how to start again from scratch. Help - Sharon
a month ago
2024 is still a supported product, but 2021 isn't, so that could be why it may not be accessible. Plus I don't believe it would be able to activate the license. EDIT note: 3/17/2026 at 9:10 PM...
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2024 is still a supported product, but 2021 isn't, so that could be why it may not be accessible. Plus I don't believe it would be able to activate the license. EDIT note: 3/17/2026 at 9:10 PM Pacific I just tested and was able to download the 2020 product, so you may be able to get the 2021 product if you can get past the technical issue, but I don't know whether it will activate.
a month ago
1 Cheer
I have a question i gotten a IRS refund trace number do i provide that to the rep
a month ago
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a month ago
Check the Federal Carryover Worksheet, Line 27.
@pamoores
a month ago
How do you edit one form?
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a month ago
When you transfer MLP shares out of a Roth IRA (in-kind transfer) the move is generally treated as a distribution at current fair market value and their cost basis is reset to the fair market value o...
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When you transfer MLP shares out of a Roth IRA (in-kind transfer) the move is generally treated as a distribution at current fair market value and their cost basis is reset to the fair market value on the date of the transfer. Qualified distributions from a Roth are tax-free; however, MLP units may have hidden ordinary income (recaptured depreciation) that can become taxable when transferred. If the distribution is deemed a sale, you could be liable for tax on previously untaxed income inside the IRA from depreciation recapture classified as UBTI.
a month ago
What is showing at the IRS "Where's My Refund" tool? https://www.irs.gov/refunds The "up to 5 days early" offer is based on when the IRS has approved and is ready to send the refund, and is supp...
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What is showing at the IRS "Where's My Refund" tool? https://www.irs.gov/refunds The "up to 5 days early" offer is based on when the IRS has approved and is ready to send the refund, and is supposed to come 1-5 days earlier than if your refund had come directly from the IRS. If you paid a $35 fee, TurboTax says you will not be charged the fee if the refund doesn't come at least 1 day early. People getting the refund on a Credit Karma MoneySpend had no fee for the "up to 5-day early" offer.
a month ago
Hi @MarilynG1 , Thanks for the reply. I don't have any anti-virus software installed. I tried using an Incognito window and different broswers. Still got the same error message. Also, the er...
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Hi @MarilynG1 , Thanks for the reply. I don't have any anti-virus software installed. I tried using an Incognito window and different broswers. Still got the same error message. Also, the error message showed up once I entered the key. Seems I have no problem for other versions, say 2024.
a month ago
TurboTax Error Code 54 when e-filing California trust returns (Form 541) indicates the software is not fully updated or cannot validate the return, often caused by a lag in software updates or securi...
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TurboTax Error Code 54 when e-filing California trust returns (Form 541) indicates the software is not fully updated or cannot validate the return, often caused by a lag in software updates or security software interference. To resolve it, perform a manual update, disable your VPN/Antivirus, and reinstall the program. @yodankful
a month ago
While entering K-3, this came up after entering deduction and foreign tax info. How do I determine the portion of deductions (expenses) that are US Source vs Foreign?
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a month ago
If I can't find out when I should I should expect my refund. If I filed 3 weeks ago and paid for 5 days early but I haven't heard anything
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a month ago
To enter foreign financial account information, go to:
Other Tax Situations
Other Tax forms
Prepare a report on foreign financial assets
Follow the prompts to determine if you are r...
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To enter foreign financial account information, go to:
Other Tax Situations
Other Tax forms
Prepare a report on foreign financial assets
Follow the prompts to determine if you are required to report your foreign accounts
Here's a helpful link that talk more about how to report foreign account info in TurboTax:
How do I file an FBAR report (FinCEN 114)?
Here's another link on how to request TurboTax expert to review your return:
What is an Expert Review and how can I schedule one?
a month ago
I don't know if it will even let someone download and activate 2021 software at this point in time. EDIT note 3/17/2026 at 9:05 PM Pacific I just tried with the 2020 product (I don't have 2021),...
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I don't know if it will even let someone download and activate 2021 software at this point in time. EDIT note 3/17/2026 at 9:05 PM Pacific I just tried with the 2020 product (I don't have 2021), and it did let me download the 2020 installation file. Of course, I'm not gonna install it to see if the license code works. 😐
a month ago
Yes, but your screenshot doesn't show that you prepared an Amended Federal Return, only an Amended New Jersey return. Here's more info on How to Amend a Prior Year Return.
@mohazouz
a month ago
I am in the interview, at the Personal | Deductions & Credits | Sales Tax Deduction. In all the years I have done this before with TurboTax, it never had me go through trying to estimate how much we ...
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I am in the interview, at the Personal | Deductions & Credits | Sales Tax Deduction. In all the years I have done this before with TurboTax, it never had me go through trying to estimate how much we paid in sales tax. I don't have the receipts of any big-ticket item for 2025, because we didn't buy any big-ticket item in 2025. Every time I got to a similar place in the interview process, in years past, TurboTax would estimate our sales tax based upon the state we lived in. And so far, we're going to be filing using the Standard Deduction. So, I'm wondering, have I gone down the wrong path in the Interview process?
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a month ago
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a month ago
Hi, I’ve been trying for days to e-sign my amended return. I’ve double checked everything,cleared cookies/cache,used a different browser and internet nothing is working just keeps saying they hit a...
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Hi, I’ve been trying for days to e-sign my amended return. I’ve double checked everything,cleared cookies/cache,used a different browser and internet nothing is working just keeps saying they hit a snag to try again later. I saw someone else struggling with this and used their suggestions and still nothing just keeps saying to try again. What can I do to fix this I’m on the last step and just want to get this sent in. TIA!
a month ago
The 'hit a snag' error is usually a connectivity issue. Try disabling anti-virus programs, or use an Incognito window.
@clcjl
a month ago
@susanjwitt @Bags1953
After you enter your SSA1099 for Social Security the very next screen asks if you lived in certain foreign countries in 2025. If you skipped past that screen or answer...
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@susanjwitt @Bags1953
After you enter your SSA1099 for Social Security the very next screen asks if you lived in certain foreign countries in 2025. If you skipped past that screen or answered incorrectly, your line 6b on Form 1040 was left blank or had a zero, so that your SS was not taxed correctly. This was a user error. The IRS is catching these errors and adjusting refunds accordingly.