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File > Import > financial Institution and put in TIAA. There are three choices (plus a fourth one that's a bug) and there should only be 1 choice. The first choice (retirement, etc) the one I want, tr... See more...
File > Import > financial Institution and put in TIAA. There are three choices (plus a fourth one that's a bug) and there should only be 1 choice. The first choice (retirement, etc) the one I want, tries the authentication handshake (in Chrome) and fails every time (I know I have the correct credentials and have tried several times, including aftre turning off two factor for a short bit of time to test). the authentication handshake never works. so I cannot get it. Seems like 1. There should only be one TIAA listed since there is only one login place at TIAA.org, and 2, it should work. If you take the second choice (Portfoliio) they keep making a moving target as to twhen the forms will be available when the 1099-R forms have been available since Jna 24 on their website.
"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date,... See more...
"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   ... See more...
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   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     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      
If you have property taxes to enter on more than one parcel of land, add the amounts together to enter them in the property tax section of Schedule A. Both the Online and Desktop versions of TurboTax... See more...
If you have property taxes to enter on more than one parcel of land, add the amounts together to enter them in the property tax section of Schedule A. Both the Online and Desktop versions of TurboTax provide one line to enter the property tax on additional properties besides the main residence on Schedule A.    Schedule A on the tax return provides one line, 5b, for state and local real estate taxes.   See this tax tips article for more information.  
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  
After a very large update yesterday now 42001 on program start up and program update.  Error 42001 is back
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 
Thank you for sharing your experience. The following article will explain how to enter the Qualified Charitable Distribution (QCD) and the rules associated with it. It may be the code that was used o... See more...
Thank you for sharing your experience. The following article will explain how to enter the Qualified Charitable Distribution (QCD) and the rules associated with it. It may be the code that was used on the 1099-R, box 7. What is a QCD and how do you enter it? @MartyDC 
Hi, @jc-caruso, since your situation is different than the other poster (they did not receive a 1099-K, and you did), I concur with your conclusion- add the 1099-K.  But, choose the option "I sold so... See more...
Hi, @jc-caruso, since your situation is different than the other poster (they did not receive a 1099-K, and you did), I concur with your conclusion- add the 1099-K.  But, choose the option "I sold some items at a loss or had no gain or All items were sold at a loss or had no gain" and enter the total amount.    I verified that the option appears on the screen following the 1099-K input by selecting "Personal item sales" when first adding the 1099-K and being asked which type of income your 1099-K is for.
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   ... See more...
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   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     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      
My Info Worksheet form keeps defaulting to a wire transfer routing number - this is incorrect - I am trying to make a direct deposit which is a different number.  When I get to easy step the software... See more...
My Info Worksheet form keeps defaulting to a wire transfer routing number - this is incorrect - I am trying to make a direct deposit which is a different number.  When I get to easy step the software tells me that the routing number doesn't match - even after I enter the correct number in the form and save.   It keeps returning to the wire transfer number - how would I correct this behavior?
If you prepared a federal return and a state return, each one has a separate fee.   How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-... See more...
If you prepared a federal return and a state return, each one has a separate fee.   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 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  
If you purchased in 2025, you would be able to enter each asset class in the expenses section and elect the bonus depreciation (except for the land and main structure of course).  If it is for a prop... See more...
If you purchased in 2025, you would be able to enter each asset class in the expenses section and elect the bonus depreciation (except for the land and main structure of course).  If it is for a property already in service prior to 2025, you would need to file a Form 3115 as well.  
I had 1099-R income in each quarter and paid estimated taxes but I expect a penalty. I see one but cannot check D to report when the taxes on the W2 was taken
I donated publicly traded stock to charity. If I select "Stock, publicly traded" on "Charitable Contribution Detail worksheet", then line 4 for "Method used to determine the fair market value" is fil... See more...
I donated publicly traded stock to charity. If I select "Stock, publicly traded" on "Charitable Contribution Detail worksheet", then line 4 for "Method used to determine the fair market value" is filled in with "Comparative sales."  This is incorrect. The IRS requires Average Share Price.  As a work-around, I can select Securities other than stock and select the proper setting, but I would prefer this be fixed. I believe this has been incorrect for several years in TurboTax.
I rec'd a message from support that my case has been closed.  Of course, no solution.  I can enter the expenses in the student info worksheet, and all taxes are then computed correctly.  I hit save, ... See more...
I rec'd a message from support that my case has been closed.  Of course, no solution.  I can enter the expenses in the student info worksheet, and all taxes are then computed correctly.  I hit save, get a message that file is saved.  However, as was before, when I get out of TurboTax and open the return again, all information I typed into the student info worksheet is gone and the tax computation is back to original state as well.   I have used TaxCut many years ago, sounds like time to start using it again.
Thank you very much for helping me.  I tried calling the help number but could not find someone to help.  My download from Amazon came with a free state of New York.  It appears that somehow from my ... See more...
Thank you very much for helping me.  I tried calling the help number but could not find someone to help.  My download from Amazon came with a free state of New York.  It appears that somehow from my download I ended up on you Online program.  I have been a tax preparer for many years, but it appears my software experience is lacking.  Its too late to go backwards.  At this point both my State and Federal have been filed and I feel I am getting the best results that I can.  Thank you for your help.