turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

This is ridiculously frustrating.   I am able to login to my Intuit account via the Google Chrome browser and pass the captcha first try each and every time. And yes, Intuit makes me do the captcha... See more...
This is ridiculously frustrating.   I am able to login to my Intuit account via the Google Chrome browser and pass the captcha first try each and every time. And yes, Intuit makes me do the captcha literally. every. single. time. I. login. I even have multi-factor authentication enabled on my account, but it does not matter. CAPTCHA FOR ALL, EVEN IF I HAVE JUST LOGGED IN FROM THE SAME COMPUTER. Ugh.   When I go to launch TurboTax 2025 and am presented with the login screen, it, once again, forces me into a captcha, though this time, there is no working solution to *actually* login. I have attempted it probably 20 times (literally) at this point. I can only assume it is embedding an Edge browser pane into the TurboTax 2025 launcher or something, but it literally never works. I've cleared the cache through Internet Options in Control Panel; no difference, no change, just repeated failure. Switch over to another program, and I can login just fine via Chrome AND on my iPhone via Safari, first try every time.   Come on, Intuit. I know you want us to use TurboTax Online as opposed to the Desktop editions, but this is ridiculous - please get this fixed, because it is clearly broken for more than just me. I'm going to give the benefit of the doubt that this _has to be_ a bug....
HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzad... See more...
HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/     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  
You would have to print out each year and compare them line by line and see what’s different.   Maybe you’ll spot something you entered wrong or left out.   
La mayoría del tiempo se prepara una declaración federal y otra estatal,  cada uno puede tener o reembolsos o balances.  Si TurboTax calculo que calificas a un reembolso federal y estatal, podrás ver... See more...
La mayoría del tiempo se prepara una declaración federal y otra estatal,  cada uno puede tener o reembolsos o balances.  Si TurboTax calculo que calificas a un reembolso federal y estatal, podrás ver la cantidad de tus reembolsos en la parte de arriba.  Si tienes reembolsos federales y estatales serán dos diferentes depósitos.     Para revisar el estado de tu reembolso federal:   Necesitarás tener disponible tu número de Seguro Social o ITIN, tu estado civil, y la cantidad exacta de tu reembolso.  Asegúrate de ingresar la información correctamente.   Si envió sus impuestos electrónicamente la información está disponible en cuanto la declaración es aceptada por el IRS. Si envió sus impuestos por correo la informacion puede tardar hasta 4 semanas para estar disponible  Si han pasado más de 21 días desde que tu declaración fue aceptada, puedes llamar al IRS para revisar el estado de tu reembolso al 800-829-1040.   Haz click aquí para revisar el estado de tu declaración estatal.  Necesitas revisar el estado de tu reembolso en el sitio web de tu estado, y posiblemente contactarlos.      
I found the solution to my own question posted here, based on other posts.  But would like to explain the solution a bit more clearly than other posts.  In the Step-by-Step forms after you enter the ... See more...
I found the solution to my own question posted here, based on other posts.  But would like to explain the solution a bit more clearly than other posts.  In the Step-by-Step forms after you enter the 1099-Q info you then proceed to the Student Information Summary where you designate if the dependent was a student in the current year and what kind of school they attended (elementary, high school, college, etc.).  If you specify the type of school as elementary or high school it generates the Enrollment Status error on the People Wks when running the Smart Check.    Switch to Forms mode and there will be two forms that the Student Info will appear on.  The 'Student Info Wk' that is a sub form under the Dependent Wks AND on the People Wks.  Both forms have the same 'Part I - Student Status' questions.  On the People Wks, question 1, 'Were they a student in current year?', should be unchecked from yes.  leave unanswered.  For question 2, uncheck Elementary or High School and leave unanswered.    Now go to the Student Info Wk form under the Dependent Wks form. Question 1 should be set to Yes for 'are they a student?'.  Question 2 what type of school should be set to Not applicable (do not specify elementary or high school).  Rerun SmartCheck and there will be no errors and you can now submit for e-file.   MY QUESTION TO TURBOTAX IS, WILL NOT SPECIFYING THE ACCURATE SCHOOL TYPE OF ELEMENTARY OR HIGH SCHOOL GENERATE AN AUDIT?  This is clearly a bug and the workaround is misleading and not accurate.  Would appreciate a response before e-filing by end of March.
 Did you use online "live expert assist?" You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax... See more...
 Did you use online "live expert assist?" You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb
In order to obtain a QMID (Qualified Manufacturer Identification Number), which is required on Form 5695 for products placed in service starting January 1, 2025, you can check the Manufacturer’s Cert... See more...
In order to obtain a QMID (Qualified Manufacturer Identification Number), which is required on Form 5695 for products placed in service starting January 1, 2025, you can check the Manufacturer’s Certification Statement provided with your items if the contractor gave them to you or look it up on the manufacturer's website.   You could also call the manufacturer or the contractor and request they provide this to you.
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns... See more...
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/m... See more...
Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery
Enter the first 3 characters after, not including "IDUSA".  Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.    ... See more...
Enter the first 3 characters after, not including "IDUSA".  Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.    For more information, see Where do I find my document number so that I can e-file my New York return?
No one in the user forum can see your tax return.   If you used online "Live Assist" then contact your tax expert.    You can arrange for the Live help you are paying the extra fee for with your ... See more...
No one in the user forum can see your tax return.   If you used online "Live Assist" then contact your tax expert.    You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  
When creating the 1099R, you only instruct to enter values for Box1, Box 2a and codes for Box 7. However, when TT does it final review it shows multiple errors for "untitled" 1099-R.  It's asking to ... See more...
When creating the 1099R, you only instruct to enter values for Box1, Box 2a and codes for Box 7. However, when TT does it final review it shows multiple errors for "untitled" 1099-R.  It's asking to fill in Payer's information, Tin, Address, Name, etc..  Are we to leave these blank?  Will TT move forward if not included?  In my case, I use Fidelity and have this information from a prior year's 1099R.  Again, we are "creating" a 1099R for a payer that has not yet officially issued the 1099R for 2026 (as noted, Fidelity will send me a 1099R for 2026 in 2027). I believe the instructions when completing the 2026 Tax Return was NOT to enter the  information on the future 2026 1099R and just keep it in your files.    Please advise further. Thank You!
Assuming "Jason" is the tax expert because you used for online Live Assist or online Full Service, you will have to contact your expert yourself.  No one in the user forum can contact him for you. ... See more...
Assuming "Jason" is the tax expert because you used for online Live Assist or online Full Service, you will have to contact your expert yourself.  No one in the user forum can contact him for you.      You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  
Thanks! There's not many of us, especially after the IRS stopped issuing new certifications not long after it started. I'm lucky I got it, otherwise I couldn't represent clients during audits.
You can print and edit the state payment vouchers yourself by following these navigational steps in TurboTax Online:   Select Tax Home from the left-hand side menu Select State from the left-... See more...
You can print and edit the state payment vouchers yourself by following these navigational steps in TurboTax Online:   Select Tax Home from the left-hand side menu Select State from the left-hand side menu Select Go to state return Select Edit next to Colorado Follow the prompts until you get to the page titled 'A few things before we wrap up your state taxes' Scroll down to Other forms Select Start next to Make Estimated Payments for Next Year Follow the prompts to print the default payment forms, or make any adjustments to your anticipated income and withholding for next year's tax   Contact customer service for live expert matters. See @xmasbaby0 's advice below for contacting live experts, thank you!  [Edited 03/21/26|1:58pm PST]  @jreneeb   
Thanks for the reply!  I think I got it corrected, but I have a couple of additional Questions.   Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years? ... See more...
Thanks for the reply!  I think I got it corrected, but I have a couple of additional Questions.   Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years? Nondeductible contributions are tracked on Form 8606 in your prior year returns.   I selected YES   If you made any nondeductible contributions in prior years, look at your most recent Form 8606. Find the box called total basis and enter the number from that box below.   I looked at my last years taxes and on the 2024 Form 8606, Box 14 has 7,000   So I put $7,000 in the box.     It still seems to not tax the $7,000, so I guess that's correct?
You only need the file ending in .tax2024 to transfer into 2025.   On the old computer, Your tax files end in .tax or .tax2022 or .tax2023 or .tax2024 etc.  They should be in your Documents in a Tu... See more...
You only need the file ending in .tax2024 to transfer into 2025.   On the old computer, Your tax files end in .tax or .tax2022 or .tax2023 or .tax2024 etc.  They should be in your Documents in a Turbo Tax folder.  You should also have the pdf files of each year.  Or search your computer for all files ending in .tax.  Also if you haven't done it,  I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc.   What I would do is just copy the whole Turbo Tax folder that is under your Documents.  That should be where the .tax files and pdf files are stored.  Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them.   Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.
Firewall disabled. Not running AV or malware protection. VPN off.    Connected via Ethernet. Restarted everything.  Nothing. No other application, including prior versions of TurboTax, are fine.... See more...
Firewall disabled. Not running AV or malware protection. VPN off.    Connected via Ethernet. Restarted everything.  Nothing. No other application, including prior versions of TurboTax, are fine. Did a complete delete and reinstall.     Nothing in the linked article applies to my situation.
Sometimes the IRS decides to issue a check instead of making a direct deposit; only the IRS can explain why to you.   TurboTax gets no information from the IRS after you file your tax return.