All Posts

@user17715578008 If you skipped past that screen that asked if you lived in a foreign country in 2025, or answered incorrectly, that was your own user error.   TurboTax does not refund your fees for making mistakes that can be avoided by reading the screens more carefully.  

I understand how the credit works. My child is under two and my family doesn't make enough for us to not qualify for the correct tax credit amount.    I had turbotax review the issue and confirm it IS a glitch.... Have they corrected it? If not soon - I'll be taking my return else where. Thanks,

Hi Annette, After looking into this issue further, I was able to determine that TT is not correctly handling 1099-R's with the IRA/SEP/SIMPLE box unchecked (ie, 1099-R's from 401(k) Pension distributions). These amounts show up correctly on line 5a of the Form 1040, but the amount showing up on line 5b (the taxable amount) is showing a larger amount than the amount on 5a. That has to be an error, as line 5b must be less than or equal to line 5a. I think this error is directly linked to my original post of the ROTH IRA Contribution Limit Worksheet error.   Also, when I go thru the "Easy Step" process to edit this 1099-R, there are 2 questions that always lose my original response; "Did you move this money from a 401(k) to a Roth 401(k)?" (no) and "Did you move the money to a Roth IRA?" (yes).   Hope this helps.

How did you pay it (the $804.00 that you paid in 2025 for school district 2101)? Was it withholding from wages, quarterly estimated payments, allocation of 2024 refund, other withholding, something else?   What documentation did you get; e.g. box 19 on your W-2. 

@rachela You are posting to a thread that has had no activity for at least two years.   We do not understand your issue.   Are you using online TurboTax?   Desktop download?   Or are you confused and not sure what you are using?

Turbotax got me thru 4 years of taxes with an Education Savings Account , when even FreetaxUSA wouldn't work for an odd case with a taxable distribution combined with part year state residence. It's a shame they broke a working program. What happens with people who were not familiar with the tax code and missed  this expense who already filed with TT before this bug gets fixed?

Not sure if this is helpful to anyone, but I was able to e-file my federal returns be deselecting the state returns. When I try to file state, I still get the error message, even after downloading the latest update for TT

In the File section of the program for the state tax return, you are asked to pay the $25 state e-file fee.  The screen where you designate how you will be paying the fee shows pay with credit card or pay with federal tax refund.  The pay with federal refund option has a $40 refund processing fee, as noted on the screen.  You must have selected this option by mistake.  Go back to the start of the File section and go through all the screens until you get back to this payment screen and select Pay with Credit Card.  

The  Turbotax Desktop Advantage Premier Tax Year 2025 software has the following bugs: 1.  The federal 2026 Form ES Payment Vouchers have FORM NOT FINAL and DO NOT FILE. 2.  The New Jersey payment address for NJ 2025 NJ-1040V shows PO BOX 643 instead of PO BOX 222. Gary Schideman  -  Email [email address removed]  or telephone [phone number removed]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?