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

TurboTax gets no information from the IRS after you file your return, so no one at TT knows why your refund was reduced. MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/r... See more...
TurboTax gets no information from the IRS after you file your return, so no one at TT knows why your refund was reduced. MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594   There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. Next——check the IRS refund site https://www.irs.gov/refunds to see what the IRS says they issued for your refund.  Sometimes the IRS reduces your refund. If the IRS reduced your refund they will send you a letter in several weeks.     There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 35a on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.   Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,   It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.   Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $40 or $45  in CA)   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      refund offset.       https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts  IRS Treasury Offset Program Call Center at 1-800-304-3107  https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts   https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301   Reduced Refund      https://www.irs.gov/taxtopics/tc203      NOTE: You can contact the IRS Treasury Offset Program Call Center at 1-800-304-3107 to ask if they have an offset for you on file. TurboTax would not have that information.   https://turbotax.intuit.com/tax-tips/tax-payments/who-can-garnish-an-income-tax-refund/L7cPPzDyc     TurboTax does not receive feedback from the IRS regarding money that was offset from your refund.  If you owed back taxes or child support, you will receive a letter of explanation from the IRS in several weeks.  The WMR site will contain a message regarding your offset.  It is also possible that the IRS caught a mistake you made and reduced your refund.  
The IRS has issued a correction to the 2025 Instructions on their end. We are looking into it to see if this is related to the IRS correction or if it is something else.  We have corrected the calc... See more...
The IRS has issued a correction to the 2025 Instructions on their end. We are looking into it to see if this is related to the IRS correction or if it is something else.  We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction. Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  You can revisit the home energy credit section on the 6th or wait for several days after that.   
@Jennifermarie28 wrote: My refund says was sent to my bank the 25th but yet to be received said to contact after the 25h wasnt wasnt sure you all could help since I filed with yall Did you... See more...
@Jennifermarie28 wrote: My refund says was sent to my bank the 25th but yet to be received said to contact after the 25h wasnt wasnt sure you all could help since I filed with yall Did you request that the TurboTax account fees be paid from the federal tax refund?
Sorry---it does not work that way.  We do not call users with updates on their refunds.   TurboTax gets no information from the IRS after you file your tax return.         TurboTax gives yo... See more...
Sorry---it does not work that way.  We do not call users with updates on their refunds.   TurboTax gets no information from the IRS after you file your tax return.         TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     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   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    
Yes, it would be shown as a rental property but how you will report it differs from the instructions given above. Here should be the correct method of reporting this to comply with IRS regulations. ... See more...
Yes, it would be shown as a rental property but how you will report it differs from the instructions given above. Here should be the correct method of reporting this to comply with IRS regulations.   Go to Federal > Wages & Income > Rental Properties and Royalties (Sch E).  Add a new property. Use the address in India. Key Dates: Enter the date you first started renting it (the "Placed in Service" date).  Final Year Info: Mark that the property was sold in 2025. Income/Expenses: Enter $0 for rent received (since it was vacant while for sale), but enter any final utilities or property taxes you paid.  Don't confuse property taxes with the foreign taxes that you will claim on the sale of the house mentioned later. Step 2: Set up the Asset & Calculate "Allowable" Depreciation This part matters most. Enter the value of the house when it became a rental.   Go to Assets/Depreciation within that rental.  Add an Asset: Category = "Rental Real Estate Property." Cost Basis: Enter what you originally paid for the house (in USD) + any major improvements. Land Value: You must estimate the value of the land at the time of purchase. Land does not depreciate. (Example: $200k total = $160k building / $40k land). Depreciation Method: For foreign residential property, the IRS requires a 30-year straight-line method (ADS). Prior Depreciation: Since you never reported it, this will be $0 in your records, but TurboTax will calculate the "Allowable" amount based on your "Placed in Service" date. This "Allowable" amount must be subtracted from your basis, increasing your taxable gain.   Step 3: Report the Sale within the Asset While still in the Asset screen, check the box "This item was sold..."  Enter the Sales Price and Sales Expenses (commissions, etc.) in USD. TurboTax will now generate Form 4797. This form will "recapture" all that depreciation you never actually took and tax it at 25%. Step 4: Link the Foreign Tax Credit (Form 1116) Now that the gain is on your return, you need to apply the taxes you paid to India. Go to Deductions & Credits > Foreign Tax Credit. Select Passive Income (Gain from a rental sale is passive). Select India. When asked for "Foreign Assets" or "Gross Income," Enter the gross proceeds on the sale. Enter the amount of Foreign Tax levied on the sale of the house when it asks for this information.               
Bonjour.   J'ai le même problème. Malgré la saisie de l'année d'ouverture, le message d'erreur est présent et bloque l'envoi électronique.
I am able to report a long-term disallowed loss with code L in column f on IRS form 8949.  I enter a manual IRS form 1099-B and select Personal items under What type of investment did you sell?  I re... See more...
I am able to report a long-term disallowed loss with code L in column f on IRS form 8949.  I enter a manual IRS form 1099-B and select Personal items under What type of investment did you sell?  I reported a loss and long-term sale information.   In TurboTax Online Premium, follow these steps:         Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Other.  Continue. At the screen Tell us more about this sale, enter the information. Click Continue. At the screen Now enter one sales total on this 1099-B, enter information. Click Continue. Repeat as necessary by clicking Add another sale.  Click Continue.
If you enter information for tips, Schedule 1A will be there in the background---you do not "add" it or search for it.   The deduction will show up on line 13b of your Form 1040.
If adding 3 zeros hasn't worked, you may want to add "KY- " before the 6 digits. If this doesn't work, you may want to try contacting your employer's payroll department to see if they have an updated... See more...
If adding 3 zeros hasn't worked, you may want to add "KY- " before the 6 digits. If this doesn't work, you may want to try contacting your employer's payroll department to see if they have an updated number.   @Drandle02     
A 1040 is the tax return form you prepare here to send to the IRS.   If you start entering data in this software you are preparing a Form 1040.   Please look at it so you will know what you are sendi... See more...
A 1040 is the tax return form you prepare here to send to the IRS.   If you start entering data in this software you are preparing a Form 1040.   Please look at it so you will know what you are sending to the IRS:   PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr    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  
 To clarify, are your forms 1099R's or 1099 DIV's? The reason I ask is that it's extremely rare for a RIC to issue a 1099R.    
It depends.  if you ONLY have a buyers order,  you likely will not be able to claim the credit, unless you contact the dealer and they registered and reported it online to the IRS when you purchased ... See more...
It depends.  if you ONLY have a buyers order,  you likely will not be able to claim the credit, unless you contact the dealer and they registered and reported it online to the IRS when you purchased it. They should have given you the paperwork showing that they did this when you purchased the vehicle.  If they did not, at this point it is too late for them to do it and you would not be able to claim the credit.     If they DID do this and for some reason they just did not give you the paperwork you needed but you can still get it from them, then you can claim the Used EV credit by selecting the following: Federal Deductions and Credits Energy Efficient Vehicles under Cars and Other Things you own Walk through and answer the questions regarding the car you purchased.     
My refund says was sent to my bank the 25th but yet to be received said to contact after the 25h wasnt wasnt sure you all could help since I filed with yall
TurboTax will always just say "accepted" because TT does not get updates from the IRS.   Your information comes only from the IRS after you file. TurboTax gives you an estimated date for receiving ... See more...
TurboTax will always just say "accepted" because TT does not get updates from the IRS.   Your information comes only from the IRS after you file. TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     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   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    
If you're trying to check the status of your refund:   The IRS guideline is that refunds are issued within 21 days, provided they are Electronically filed  With Direct deposit,  And pr... See more...
If you're trying to check the status of your refund:   The IRS guideline is that refunds are issued within 21 days, provided they are Electronically filed  With Direct deposit,  And provided there are no other issues. To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It will tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return
I maxed out my HSA contribution of $4,300 in early 2025. I got married in early June 2025. My spouse had a general purpose FSA that I became automatically covered by. Per the pro rata contribution rul... See more...
I maxed out my HSA contribution of $4,300 in early 2025. I got married in early June 2025. My spouse had a general purpose FSA that I became automatically covered by. Per the pro rata contribution rule based on 1st of the month eligibility, my contribution limit in 2025 was only $2,150. I contact my HSA custodian, Optum Financial, to remove the excess contribution & earnings on that excess contribution. They had me fill out this excess contribution removal form here: https://secure.optumfinancial.com/portal/securedownloads/forms?fileName=/downloads/securepdf/forms/CYC%20Excess%20Contribution%20and%20Deposit%20Correction%20Request%20Form.pdf On the form, they explicitly told me to leave the "interest earnings to remove" in step 2 blank because they would calculate it for me. Of course, they did not calculate it for me and only returned the excess contribution of $2,150. They are telling me whoever told me that Optum calculates it gave me wrong information. They are now saying they cannot remove any excess earnings even if I calculate it myself because they can't send back excess earnings only without having it attached to an excess contribution that is being removed. So, anyone have any idea how I can report the excess earnings? The 1099-SA that they are going to issue will only show $2,150. I haven't done the calculation yet but I believe the earnings on that excess contribution is going to be ~$300-400. How will I report this amount in Turbo Tax? And since I cannot get it removed, am I stuck paying the 6% excise tax on it? How do I not only report it as other income on TurboTax, but specifically report it as excess earnings in an HSA that were not removed so that I can pay the 6% excise tax?
No one can call you from the user forum, but by posting your phone number here, you just invited calls from scammers.   This is a public web site that can be seen by anyone—including scammers and... See more...
No one can call you from the user forum, but by posting your phone number here, you just invited calls from scammers.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.   An e-filed tax return will not have a physical signature.    You "sign" electronically by entering your 2024 AGI.   If you file by mail you must sign it in ink.  
But this is not really a case of excess real estate taxes.  It is 2 small percentages of total real estate taxes that do not exceed the Salt cap.  The program is adding the total real estate taxes (n... See more...
But this is not really a case of excess real estate taxes.  It is 2 small percentages of total real estate taxes that do not exceed the Salt cap.  The program is adding the total real estate taxes (not the allocated portion) across both forms and saying it exceeds the cap.  But the smaller allocated portions do not.
you can make Traditional IRA or Roth contributions for prior tax year up until the tax filing deadline, April 15th (allowing time to determine MAGI limits etc).  When you make the contribution at you... See more...
you can make Traditional IRA or Roth contributions for prior tax year up until the tax filing deadline, April 15th (allowing time to determine MAGI limits etc).  When you make the contribution at your brokerage you need to designate which tax year it applies for.   conversions are different, you mentioned both in your question.  Conversions from Trad IRA to Roth can be done any time but apply to the calendar year in which they are done they cannot be backdated to a prior tax year.