All Posts

If you are using TurboTax Desktop for 2025, go to forms mode and open the Two-Year Comparison form. You can manually enter the 2024 information in the 2024 column of the form. Since TurboTax Online does not have forms mode, there is no way to do this in TurboTax Online.  

If the amounts aren't matching, there could possibly be a return that someone else filed in your name. You may need to contact the IRS at the number on the letter that you received.   If you received a CP5447 series notice or CP5071 series notice from the IRS needs to verify your identity and the return that was filed. The IRS wants to ensure that it was you who filed the tax return.   Refer to the IRS Help Topic Verify your return to complete.   Refer to the IRS Tax Tips: The IRS alerts taxpayers of suspected identity theft by letter and   What taxpayers should do if they get an identity theft letter from the IRS for further instructions.    

TurboTax Online can be used at no cost up until the point that you submit payment. Once payment has been received, the product is considered to have been used to prepare your taxes, regardless of whether you print or electronically file your return, or if it's rejected.   Submitting payment reflects your satisfaction with TurboTax Online preparation of your taxes,   Refer to the TurboTax article How do I request a refund for my TurboTax product? for information.   You can contact TurboTax and describe your experience. Refer to the TurboTax article How do I contact TurboTax?  

You can no longer use TurboTax Online to file for 2024. TurboTax Online is only for the current tax year, which is now 2025. To file for 2024 you have to use TurboTax Desktop for 2024. You can purchase a download at the following link. Past Years' Products TurboTax Desktop can only be used on a Windows or Mac computer, not on a mobile device or a Chromebook. Tax returns for past years cannot be e-filed. You will have to print your 2024 tax return, sign it, and file it by mail. When you file by mail you have to attach copies of your W-2s and any W-2G or 1099-R that has tax withheld. We suggest that you mail it by certified mail with a return receipt so that you get tracking and confirmation of delivery. Mail your federal and state tax returns in separate envelopes, because they go to different places. Follow the filing instructions that TurboTax prints.  

No.   You do not get a notice saying that your return was completely processed.  You can check your IRS Online account to see the status of your return when you owe money.    If there was a corrected 1099 that was not accounted for, and the IRS caught it, yes, you would get a letter from them letting you know they are making changes to your return.  If you did not include correct information and your return was processed, then you can amend your return by signing back into your account or program and clicking the amend button. 

Thank  you.   How do I tell if my return was "completely processed"?    I got a message that my return was accepted, and I could see that my tax payment was withdrawn from my bank account.   But do I get a notice from someone that my return was completely processed?   And, if there is a corrected 1099 form wasn't accounted for, wouldn't this result in a notice from the IRS that my tax return wasn't completed properly?

The 21 days is just an estimate based on the IRS average of issuing a tax refund within 21 days after receiving the tax return.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

You can change the code on line 2 of your CA Form 3805P. Follow the steps below:   Open your tax return and go to your CA return Select Credits and taxes Select continue until you get to the Additional Tax On Distributions screen This is where you checked the box by My Distributions Are Not Subject to Additional Tax and you entered the Distributions Not Subject to Additional Tax. Change the Exception number using the dropdown arrow. @bpillod79 

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 

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: 5 Days Early Option If you don't get your deposit 5 days early, there are 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.