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@Devonharkins wrote: ...my tax return accidentally went through and I still have like about one or two more things coming through so I was trying to figure if there's any way how y'all can maybe cancel that.... It's too late once you hit the "Transmit" button. You'll have to wait until the return is accepted and then file an amended return.

I ended up correcting everything in the forms (manually) and then submitting it without TT review so that the program couldn’t override me again. I have the pdf’s of my return for my records, but when I open TurboTax again, of course my numbers are all incorrect again. Has anyone tried H&R Block recently with higher education spending, 529, scholarships, room and board, and AOTC? Surely something else is better than TT!

Hello so my tax return accidentally went through and I still have like about one or two more things coming through so I was trying to figure if there's any way how y'all can maybe cancel that because it's going to it's basically save me the 300 bucks that I am supposed to owe. Because these other two that are coming in basically are going to have a little bit more in it so I was trying to figure out answer anyway cancel that.

I got an error when trying to transfer my 2024 tax file to my 2025 tax file.  I switched from a Windows to a Mac Computer this year. The 2024 file is Windows version.  My 2025 Turbo Tax is on a Mac Computer.  After I encountered the problem, I installed TurboTax 2024 onto the Mac to see if I could open the 2024 file there first and resave it.  At that point I encountered a problem that said the file was the wrong tax year.  So here is what I think was the problem and the solution:  All of my files are stored on Dropbox.  I noticed that my tax files had a little cloud by them in the finder indicating that they are not downloaded on the computer.  So I made all of my tax files "available offline" in dropbox. (They now have a green check by them in the finder).  Then reopened TurboTax 2025 and successfully transferred the 2024 file.  I did not need to open it in the 2024 version.  I hope this helps someone!

Review your return and make sure it is complete.  Here are some common errors: Why can't I e-file my return?   Once you have finished, navigate to File on the left of your screen.  See: How do I e-file my tax return?

Did you request a paper check?   It must go to your bank.   The refund is processed electronically through an independent bank.   They charge a fee.   TurboTax gets their fee.   The balance is deposited to your account

Here is screenshot of what you need to change. This makes sense as you have to allow a website to interact with a local application (TurboTax). Edge and Chrome are just being secure by default by not allowing websites to pass data to a local application.    

@JMM5 wrote: I'm not sure anyone is trying to defend the behavior, but an app that tells you "Congratulations, we have your data - return to TT to continue", as it does for me (Desktop), but has no data.... Yeah, I agree; the program shouldn't return that result if no data has been imported.

Did you enter earned income first?   If not, then you would not be able to take the deduction as you cannot contribute more than your EARNED income. To fix this, simply go back and enter your earned income before working on the deductions. If your income is pension income or other non-earned income, you would not be able to contribute.     Did you have ANY contribution through work at all or are you covered by a retirement plan at work?   If so, and box 13 (retirement plan) is checked then TurboTax would apply the lower income limitation to you.   If you have an amount in box 12 that is due to retirement contributions, that amount is included in your contribution limits.  Your deduction would then be limited to the amount   Are you over the MAGI limit for the deduction? If you are NOT covered by a plan at work and your MAGI is more than $236,000 as Married Filing Jointly, you would not be able to take the full deduction.  The deduction phases out at $236,000 and ends completely at $246,000. If you are covered by a plan at work, then the phaseout begins at $126,000 and is completely eliminated at $146,000.

Reporting the interest, sales or original issue discount 1099s is the same as any company would be. The boxes of entry are important in relationship to the information received on your Treasury Direct report. Where do I report Form 1099-INT? - Box 3 is for US Bond interest Where do I enter Form 1099-OID?  - Box 11 is for Tax Exempt OID Where do I report Form 1099-DIV? - Box 12 is Exempt Interest Dividends  For TurboTax Desktop: Search (upper right) > 1099div > Click the Jump to... link Where do I enter or import Form 1099-B? - A sale or redemption is not a tax free event. All 'dividends' from a credit union are 'interest' for tax purposes.  IRS FAQ   @6xjv556  @2dwight 

You may be able to correct the name of the town, but you have to know the form that was updated with the incorrect information.  Do you know what form that is?  Please clarify.   Once you know the form, you may select Federal, Wages & Income or Deductions & Credits down the left side of the screen to find the form and correct it.   In some cases, the form may be deleted and re-entered  correctly.    In TurboTax Online, you are able to remove the form by following these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right.

Thank you DavidD66, After further review of IRS "instructions for Forms 1099-R, Table 1 Guide to Distribution Codes, Code Q seems to fit best: Use Code Q for a distribution from a Roth IRA if you know that the participant meets the 5-year holding period and: The participant has reached age 59½, The participant died, or The participant is disabled. Code T is very similar: Use Code T for a distribution from a Roth IRA if you do not know if the 5-year holding period has been met but: The participant has reached age 59½, The participant died, or The participant is disabled. Thank you so much for your response, either code yields the same tax result for me but Q is more appropriate.  I'm speaking with a Vanguard Rep at the moment, they are trying to direct me to self certify with by using form 5329. I may update with results later, I'm asking them to tell me what Vanguard needs from me to correct their 1099-R     

This just fixed me (running Windows 11 with Edge). As soon as I Allowed Local Access it showed up in TurboTax. Makes sense, have to allow the specific site to interact with a Desktop App.   https://ttlc.intuit.com/community/taxes/discussion/vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/00/3737554  

You can get rid of the Canadian pension entry by clicking the trash can icon next to it.  However, do not click Continue after deleting it.  Just click Federal Review to go back to that section directly.

Yes, we got it sorted. We filed the dispute, provided additional documentation, and it took about a month to clear. Once it cleared we received a voided form, and I was able to resubmit the tax return it was approved quickly. It was a pain in the butt, and took a lot of time, but keep fighting, unfortunately it's very common! I would just keep calling the marketplace contact however, different reps gave me different information, keep calling and following up, they can continue to put notes on your account.