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February 23, 2026
11:19 AM
1 Cheer
For 2025, taxpayers filing Married Filing Jointly cannot contribute to a Roth IRA if your modified adjusted gross income (MAGI) is over $236,000.
If you over-contributed to your Roth IRA, you h...
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For 2025, taxpayers filing Married Filing Jointly cannot contribute to a Roth IRA if your modified adjusted gross income (MAGI) is over $236,000.
If you over-contributed to your Roth IRA, you have several options for how to handle the excess contribution. You can:
Withdraw the excess contribution plus earnings
recharacterize the Roth IRA contribution as a traditional IRA contribution
Apply the excess to next year
Or, remove only the excess contribution after your tax deadline
See this TurboTax article for information on what do if you made too much to contribute to a Roth IRA.
See this TurboTax article for information on who can contribute to a Roth IRA, including details on income limits.
February 23, 2026
11:18 AM
I understand those things I used to work for h and r block. However, once again, none of those things apply to me Thank you so much
February 23, 2026
11:18 AM
Please see this help article for instructions to remove Expert Assist, depending on whether you started with it or added it later.
February 23, 2026
11:17 AM
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
The IRS Where's My Refund site will not take into account the 5 days ear...
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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.
For more information click on the link below
5 Days Early Option
If you don't get your deposit 5 days early, there is a few reasons why that might happen.
Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset?
Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund.
The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations.
If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable.
February 23, 2026
11:16 AM
Topics:
February 23, 2026
11:16 AM
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the in...
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If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
February 23, 2026
11:15 AM
I took out $550K for a business venture and found I did not need it all so I returned $200K into my IRA before the 60 day rule. Now I'm showing traditional excess contributions of $192,000 and it sa...
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I took out $550K for a business venture and found I did not need it all so I returned $200K into my IRA before the 60 day rule. Now I'm showing traditional excess contributions of $192,000 and it says to avoid a penalty I can withdraw these excess contributions before the due date of the return. Other option is if I had withdrawn all or some of these contributions to enter that amount. I don't understand what these excesses are or what to do to avoid a penalty and I don't want to take out more money.
Topics:
February 23, 2026
11:15 AM
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
February 23, 2026
11:15 AM
Topics:
February 23, 2026
11:15 AM
How do I access my 2023 tax paperwork
February 23, 2026
11:14 AM
You can check your TurboTax order details:
On the Tax Home page, scroll down to the section for "Your tax returns & documents."
Select View Order Details.
Look for "Refund Advance" or "Cre...
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You can check your TurboTax order details:
On the Tax Home page, scroll down to the section for "Your tax returns & documents."
Select View Order Details.
Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods.
If it’s not there, you likely selected a standard direct deposit or a different refund option.
February 23, 2026
11:14 AM
@RandyM22 wrote: ...our charitable donations saved us over $8K in state and fed taxes... Do you mean your federal and state taxes actually went down by over $8k? If that's the case, you must ...
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@RandyM22 wrote: ...our charitable donations saved us over $8K in state and fed taxes... Do you mean your federal and state taxes actually went down by over $8k? If that's the case, you must have donated an absolute TON of stuff considering the AGI limitations and if you didn't donate any big-ticket items.
February 23, 2026
11:14 AM
If you are itemizing and want to use the sales tax deduction, you need to go to the sales tax section and enter information---it will not be automatic.
SALES TAX
You can enter the sales tax y...
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If you are itemizing and want to use the sales tax deduction, you need to go to the sales tax section and enter information---it will not be automatic.
SALES TAX
You can enter the sales tax you paid in 2025 by going to
Federal>Deductions and Credits>Estimates and Other Taxes Paid> Sales Tax.
Sales tax is an itemized deduction. Unless you have enough other itemized deductions to exceed your standard deduction the sales tax will have no effect on your tax due or refund.
“Major purchases” that you can enter for the sales tax deduction include:
Motor Vehicles (cars, trucks, motor homes, RV’s, sport utility vehicles and off-road vehicles
Aircraft or boats
Mobile homes
Manufactured housing
Building materials for major home improvements
You cannot deduct: furniture, jewelry, home electronics such as TV’s or computers
February 23, 2026
11:14 AM
Thank you. Appreciate the update.
February 23, 2026
11:13 AM
1 Cheer
Same issue. Attempted to e-file Federal and GA State partnership returns. Received the same error message as the original poster. TURBOTAX - when will we be able to e-file?
February 23, 2026
11:13 AM
i have the same problem the tax forms are not loading into turbo tax
February 23, 2026
11:12 AM
1 Cheer
Are you sure your broker has released your forms?
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to co...
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Are you sure your broker has released your forms?
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.
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?
February 23, 2026
11:11 AM
The Oklahoma add back is just for federal bonus depreciation. Oklahoma does not allow accelerated depreciation, so it takes a regular depreciation deduction and requires that you "pay back" the acce...
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The Oklahoma add back is just for federal bonus depreciation. Oklahoma does not allow accelerated depreciation, so it takes a regular depreciation deduction and requires that you "pay back" the accelerated deduction. If you've been depreciating the property since 2011 you should have no add back of depreciation at all for this year.
February 23, 2026
11:11 AM
This is EXTREMELY confusing!! So even though it says I have to print and mail a paper, you are now saying I may not have to mail the paper if there were no other documents attached??? * And how com...
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This is EXTREMELY confusing!! So even though it says I have to print and mail a paper, you are now saying I may not have to mail the paper if there were no other documents attached??? * And how come this have never come up in past years??? Everything was absolutely fine last year and no extra papers were needed to be printed or mailed. please advise further information. This is very odd that only this year all of us are having this issue!
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