All Posts

In TurboTax Online Premium, you may enter the sales information by following these steps:         Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Other.  Continue. At the screen Tell us more about this sale, enter the information. Click Continue. At the screen Now enter one sale for XXX, enter information. Click Continue. Repeat as necessary by clicking Add another sale.  Click Continue.    

The software will choose whichever deduction (standard or itemized) results in the lowest federal tax. If your refund is the same either way, it usually means your taxable income is already zero, so itemizing doesn’t change your federal result. Also, medical expenses are only deductible to the extent they exceed 7.5% of your AGI,and there is no federal carryforward of excess medical expenses. For your state return, the rules can be different. Many states either require you to follow the federal deduction choice or have their own standard/itemized rules, and some allow medical expenses without the same 7.5% AGI limitation or calculation method. Check your state’s Department of Revenue website for its specific deduction rules, since state treatment is controlled by state law, not IRS rules.    

@bu3  For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

They don’t have a TurboTax bank. They use a third-party banking has no brick and order building to go to or contact information that is valid to speak to someone and their automated number that TurboTax gives you is a dead end number. Can’t get past the first part there is no records of our information in your third-party banking

The software is being updated and you should send your return through on Friday. Do the review and process as usual.  The section dealing with the exterior doors is the current update.    Please update if you are not successful in entering the address when requested.   @Jxyoung  [Edited: 03/09/2026| 8:32 AM PST]

The software is being updated and you should send your return through on Friday. Do the review and process as usual.  The section dealing with the exterior doors is the current update.    Please update if you are not successful in entering the address when requested.   @Jxyoung  [Edited: 03/09/2026| 8:32 AM PST]

To confirm that you filed your taxes:   Sign in to TurboTax,  Select Tax Home You can view your current status  (e.g., Pending, Accepted, or Rejected).  If you don't see one of these status notations, you have not filed your tax return.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh @ej_niemi

It depends what type of 1099 the person had.    If they received a Form 1099-NEC, this stands for "Non-Employee Compensation." By default, the IRS (and TurboTax) assumes this is self-employment income, which requires a Schedule C.   If they received a Form 1099-MISC, this is for "Other Income." This often does not require a Schedule C unless it's related to a trade or business. If this was the type of 1099 received, revisit the informational interview for the 1099-MISC.  Certain answers will trigger the Schedule C, such as indicating the 1099 was received for work like a main job, received the income over more than the current year, or it involved the intent to earn money.  Correct any answers that aren't accurate to remove the Schedule C, or continue with the Schedule C if this 1099 is a business.   Here is an article you may find helpful: Am I considered self-employed?

that number you give us to SBTPG bank does not work our phone number or Social Security number. All our information is not in our system. There’s no way to put our information in their system to even check on thousands of dollars this bank is holding front broke citizens because we gotta work for the illegals to live good off of fraud in us 

Since he died in 2025, you would need to file a final tax return Form 1040 for 2025 to include income up until the date he died. Any income earned after the date of death would be reported on an estate tax return Form 1041. You only need to file the estate tax return if the estate income was over $600 in 2025.    The required minimum distribution will not create a problem as long as it is distributed to the proper owner before December 31 of the year of death, which it appears was the case with you. It should be reported on the tax return of the individual or entity that received it, which it appears is the trust in this case, so that would mean it would be reported on Form 1041.   @kurtpatent