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The culprit is often a cluttered or "broken" cache. Since these temporary files can interfere with how the software loads, cleaning them out usually fixes the issue.   If you are using the web-based version, try these three troubleshooting methods: Clear out your stored  cache and cookies  Use an Incognito or Private window Try logging in through a different web browser (for example, moving from Chrome to Firefox or Edge)

Sorry for any confusion! Since these methods work out to the same result in the end (in terms of taxable gain/loss amount), you can choose whichever method feels most 'right' to you, but if you'd like to go along with the expense method the other expert was describing in more detail, then I fully understand that instinct.    Hope this help clear things up. 

Here's how you can check: How to Check your E-file Status   Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

In response to this question:   Please confirm that Form CT-1065 Part 1 Schedule A Line 1 has income but Line 6 has no tax due.   Part 1, Schedule A Line 1 shows no income - regardless of whether I answer Yes or No to the Pass-Through Entity Tax Election.  Furthermore, on Part 1, Schedule B the software is not picking up the PE Member names and information from Part 4 of the return.  So as a result there's no income or taxes due on Schedule A, and there's no K-1 income showing, regardless of how I answer the Pass-Through Entity Tax Election.     If this is not resolved, I can fill out the form on the State of CT DRS web site, but would be better if Turbo Tax State of CT was working correctly so I could file electronically from here. 

You cannot claim a loss for a forfeited earnest money deposit if it was for a personal residence. The IRS considers this as a nondeductible personal loss.   If it was for a commercial or rental property, you can deduct it as a capital loss on Schedule D.   In TurboTax Online, you can enter if as the sale of an investment with sale price equal to 0 by following these steps: In TurboTax, open your tax return Click on Federal in the left-hand column, then on Wages & Income Locate the section Investment and Savings and click on the arrow on the right Click Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other​​​​​​​ Choose Other then click Continue On the next screen you have a dropdown menu where you can choose the type of investment you are selling

Pretty sure they've yet to fix this. I posted in another thread, and was asked to send my exact file (automatically deidentified by them) so they could test it. That was 3 weeks ago and I've heard nothing since, except two weeks ago they said they needed my state also -- which I promptly sent.   Still no solution.

If the “Review Order” screen won't let you continue, it's often due to a browser-related issue.  To fix this, clear the cache and cookies from your computer to clear out any remaining data. How do I delete cookies  How to clear your cache  If the issue persists, reach out to Turbotax support for further assistance: TurboTax Customer Service  

If she is using the status married filing separately, and her spouse is covered by a retirement plan at work, no deduction is allowed.   https://www.irs.gov/retirement-plans/plan-participant-employee/2024-ira-contribution-and-deduction-limits-effect-of-modified-agi-on-deductible-contributions-if-you-are-not-covered-by-a-retirement-plan-at-work   If that is not the situation, we may need more details to diagnose this.  

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? 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. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? 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.

If you sold the business in 2025 but didn't receive all the sales proceeds until 2026, you have an installment sale. You would report the sale in 2025 but not all of the income until 2026. You do that by answering "yes" to the question you will see asking if the sale is reported as an installment sale.   When you update your Business Profile, you need to check the box that says Disposed of business in current year. On the screen that says Tell us about your Business, check the box that says you disposed of the business in the current year, then a screen will pop up that says Did you dispose of the business in any of the following ways? One of the responses will mention reporting the sale on the installment method. You need to check that box. Also, when you report the sale of assets, you will be asked if you want to report it as an installment sale.    @Baitwoman 

It sound like you have 2 separate accounts going.  You can simply abandon the one you don't want to continue with. You can also choose Tax Tools on the left of your screen, then Clear and Start Over to clear the account, but you don't need to start over as it sounds like you already did so in another account.   See: How do I clear and start over?

Thank you   So, should I wait until the IRS deducts by $$ on 4/10?   Some online say it will confuse them   Would I get a fee/penalty to wait until I see the deduction from my bank account?   When I do amend, it would see I'd just go to deductions and remove my numbers, does that sound right?  

So, just to confirm, you received a message from TurboTax that you had excess contributions of $1,491, right?    Next, you did not have a carryover of excess contributions from 2024, right?   Third, on the screen "Let's enter [your name]'s HSA contributions", the first line had 9,549, right? Did you enter anything as a "personal" contribution in the second line?   Last, did you spouse make any HSA contributions?   Online TurboTax is a DIY product, meant to help taxpayers who want to do their tax returns themselves. But taxpayers can have the occasional question. This is why you are offered "Expert Assist" or can click on "Live Tax Advice" to ask as few or as many questions as you have or even ask a TurboTax credentialed tax professional to simply do your return (TurboTax Expert Full Service). The Community is available here as a free place for you to ask questions, with the understanding that unlike the fee-based services, we in the Community cannot see your private tax data, which means that you have to provide much more detail and context for your questions.

Yes, there are charges associated with the software and add-ons for DIY software, unless you qualify for the free version.  Since the amount doesn't agree to what you expected, take a look at the receipt- go to Tax Home” > Intuit Account >.Products & billing You may also have an e-mail receipt with an itemized bill.

First, if you have a SSA-1099 dated 2024, at the top of your Social Security Benefit Statement, that form must be filed on your 2024 tax return, even if an amendment is now required.    If you do not see Benefits for 2024 in box 3 for any of your SSA-1099s, then all of it is considered as 2025 benefits and the lump sum option  would not apply.   The remainder of the answer assumes all SSA-1099s are dated 2025 (not 2024).   Since all SSA-1099s are in your name you will treat all as if they are one in your name. Follow the instructions below to enter your social security income and the lump sum payments for 2024. Add them together as though they were all included in one form.   You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).    This can be handled on your tax return for 2025. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.   @gwbaker3  [Edited: 03/09/2026 | 9:42 AM PST]