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It may be best to print and mail your tax return to get past this review check. The FEIN is not usually required when making an interest income entry.  How do I file my return by mail? We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

Why did I pay intuit $85 for their tax software that includes efile, only to be charged an additional $55 by something called SBTPG to efile at the end?  Where is the value added?  I’ve been using Turbo Tax many years, but I’m sorry to say their relationship with SBTPG has left a bad taste in my mouth.  Good riddance to TurboTax!!!!!! 

Try entering this in this manner to see if this works better.     Navigate to Federal > Deductions & Credits.  Find Estimates and Other Taxes Paid and select Sales Tax. Choose Easy Guide when asked how you want to calculate your deduction. The Fix: When you get to the screen for Major Purchases, enter the Item Type, Description, and Cost. Leave the "Sales Tax Percent" field blank. 6. Only fill in the Sales Tax Paid amount (the actual dollar amount from your car's purchase order). Note: TurboTax support specifically recommends leaving the percentage blank if the software is throwing an error, as it will use the dollar amount you provided to calculate the deduction instead of trying to validate the rate.

The presence of an Archer MSA is triggered by a code "R" in box 12 on your W-2. This indicates a contribution to your Archer MSA by your employer.    To delete any data belonging to an Archer MSA from your return, please do a modified version of the HSA Reset:   HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, 8889-S (if one), 8853-T, and 8853-S). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, 8889-S (if one), 8853-T, and 8853-S) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, 8889-S (if one), 8853-T, and 8853-S   5. go back and re-add your W-2(s), preferably adding them manually 6. continue with your return.

If your refund is enough to cover TurboTax fees (plus the $40 processing fee), you may have a certain form in your return that doesn't allow the Pay With Refund option. You can find additional qualifications needed to Pay-by-Refund here.

To enter 2025 estimated state and local tax payments in TurboTax Online:   1. Go to Deductions & Credits from the left menu   2. Go to the section Estimates and Other Taxes Paid   3. Select Start next to Estimated Tax Payments    

Follow the instructions below to enter your overtime in TurboTax. It's important to enter Overtime as the description, the amount and then select the Category of Overtime. You will have a second screen asking you to verify your Box 14 entry. How do I enter my overtime in TurboTax?  

There are many things, as I think I said, that are not well defined in the land of HSAs. Given that HSA custodian are not particularly cooperative, it falls on the taxpayer to work out a solution that is as close as possible to the intent of the law.   Since you know that your HSA custodian will not calculate the earnings on the excess contributions being withdrawn, then, yes, asking for a second withdrawal (I don't think they're worried about the number of withdrawals) for only the size of your earnings seems like a good way to get your HSA back to where it should be.   Remember to document everything in case anyone ever asks.

No, I did not have any additional income, I tried following these steps (additionally, please note that I work for Inter-American Development Bank and I have received letter stating that I did not need to pay tax for this income): Open your Turbo Tax return Go income and Expenses Less Common income  Miscellaneous Income Other income not already reported on a W2 or 1099 Answer and record all information in this section.  When it asks for a reason code, choose Code G. Once complete, this will show up as wages in Line 1G of your 1040 and also will appear in Form 8919. Now, since you have this reported, you will now exclude under terms of the agreement.    Under miscellaneous income, scroll down to other reportable income. As a description, type in World Bank Excludable income and then represent the amount paid with a minus sign in front of it. This will completely offset the income.

Normally the federal return needs to get accepted before the state will accept the return.  It does not happen immediately.  That is why the state return shows pending longer.    Why is my state e-file still pending?