All Posts
yesterday
On 4/5/2026 I used turbo tax to file my taxes Order# TTWC6WB162121904 I originally opted to have them take the fee of 40.00 plus tax from my refund. That option was kicked back to me as my return was...
See more...
On 4/5/2026 I used turbo tax to file my taxes Order# TTWC6WB162121904 I originally opted to have them take the fee of 40.00 plus tax from my refund. That option was kicked back to me as my return was not large enough. I then entered my credit card number and was immediately charged 140.87 for the deluxe option when all I wanted was to pay for the basic 40.00 option. I instantly received a fraud alert from my bank and stopped/disputed that charge. I am not trying to resolve the initial change that was stopped/disputed and pay for the option I wanted originally which was the basic only option of 40.00 plus tax. In all the years I have used turbo tax I have never opted to use more than the basic option as my takes are normally 1040ez. How can I get this resolved so my bank can close this dispute and I can pay turbo tax for my original basic only option?
Topics:
yesterday
I'm now confused about total foreign income and quailifying foreign income. Let's do an example: I've got a 1099-Div from American Funds that shows $5000 of Ordinary Dividends (Box 1a), $4000 of...
See more...
I'm now confused about total foreign income and quailifying foreign income. Let's do an example: I've got a 1099-Div from American Funds that shows $5000 of Ordinary Dividends (Box 1a), $4000 of Qualified Dividends (Box 1b), $20,000 of Cap Gain Dist (Box 2a), and $1000 of Foreign Tax Paid (Box7). When I get to the Foreign Tax Credit portion of TTax, (jumping over a couple of screens) Ttax asks "Where Did You Receive Div Income From". Answer RIC, for registered investment company. Now I report Income From Foreign Countries and it shows RIC. I click "Report Income", and it shows the name of the mutual fund. Click that, and now it asks about Foreign Source Income. It shows I received $25000 of total income from Am Fds. How much of this income was from foreign countries. I go to the Am Fds tax center, and it says the foreign income factor for the fund is 0.5000. So now, do I report the foreign-source income as 0.5000 X $25,000 (Ord Div's + Cap Gains) = $12,500? Or is it 0.5000 x $5000 (only Ord Div's) = $2500? And just to complicate things, what happens to the qualified dividends? Do they get reported separately? And if I only used the Ordinary Dividends in this calculation, how/where do I deal with the $20,000 of Cap Gains. TurboTax is not clear on how this all plays out. And trying to figure it out from Form 1116 is like trying to understand quantum physics 🙂 My thanks in advance for any light you can shed on this subject. Fred
yesterday
Here are my screenshots. Mine is without the ext. Date 10-15. @MonikaK1
yesterday
The IRS sent a notice decreasing my tax refund by $3165. I was not sure what this was due to. It says that tax owed was increased and I reviewed this with my 1040. The difference between what I wa...
See more...
The IRS sent a notice decreasing my tax refund by $3165. I was not sure what this was due to. It says that tax owed was increased and I reviewed this with my 1040. The difference between what I was supposed to get vs what the letter stated was $3165. I looked online and it said that in situations where I changed employers in 2025, look at the W2 box 4 and add up all the numbers. The former employer had $10,918.20 in box 4 and the new employer had the exact $3165.36 in box 4. I am the only person listed on the W2. Did the IRS get confused and think these were the same employer and reduced my refund by this $3165 amount? Do I do amendment or do I call? what number
Topics:
yesterday
We aren't able to see the image that you uploaded. It may be because it has personal information on it.
yesterday
TurboTax doesn't have any information regarding your refund once it's filed. Some reasons why your refund is lower than the amount on your tax return:
Some other reasons why your refund is lower th...
See more...
TurboTax doesn't have any information regarding your refund once it's filed. Some reasons why your refund is lower than the amount on your tax return:
Some other reasons why your refund is lower than the amount on your tax return:
The IRS may have applied part of your refund to other debts you may have, such as child support, student loans, spousal support, or other state debt.
The IRS found a mistake in your tax return.
For more information, review the TurboTax Help article Why is my refund direct-deposit or check lower than the amount in TurboTax? and the IRS article Topic no. 203, Reduced refund for information,
yesterday
I will need to download it for our mortage, where can I find it?
Topics:
yesterday
This is my transcript without the Extend Date 10/15.
yesterday
Thank you. Another problem is on the Explanation column there is no ext Date 10/15 like other screenshots show. Does this matter?
yesterday
If you e-filed using TurboTax, you will receive a notification from TurboTax (email or text) when the IRS has accepted your return.
To check directly with the IRS, visit this IRS webpage to che...
See more...
If you e-filed using TurboTax, you will receive a notification from TurboTax (email or text) when the IRS has accepted your return.
To check directly with the IRS, visit this IRS webpage to check the status of a refund.
If you set up an Online Account for Individuals, you can access your individual account information including balance, payments, tax records and more.
yesterday
I filed my taxes on March 30 of 2026
Topics:
yesterday
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
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
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
yesterday
Topics:
yesterday
Topics:
yesterday
If the IRS posted a Transaction Code 460 to your account, it means an Extension of Time for Filing has been recorded. It could be showing a later date based on when the transaction code was input. If...
See more...
If the IRS posted a Transaction Code 460 to your account, it means an Extension of Time for Filing has been recorded. It could be showing a later date based on when the transaction code was input. If a TC 460 was entered in error, they would post TC 462 to correct the error.
See this link for more information about IRS transaction codes.
@rainbowturtle
yesterday
im having trouble to retrieve
Topics:
yesterday
This conversation is appearing in the US user Community. If you are a user of the Canadian version of TurboTax, you may wish to access the Canadian Community and participate in those discussions.
...
See more...
This conversation is appearing in the US user Community. If you are a user of the Canadian version of TurboTax, you may wish to access the Canadian Community and participate in those discussions.
If you are filing a US return, you can claim charitable deductions to US-based charities.
A Canadian citizen residing in the U.S. typically files Form 1040 (U.S. Individual Income Tax Return) as a tax resident to report worldwide income, or 1040-NR if a non-resident alien. They must also report foreign financial assets (FBAR) and may need to file a final Canadian departure return, potentially followed by non-resident tax returns if they still have Canadian income sources.
For U.S. Residents Reporting Canadian RRSPs:
Use the "Foreign Tax Credit" section to report RRSP income and claim credits for Canadian taxes paid.
Report RRSP withdrawals, dividends, and earnings under the "Retirement Plans" section.
It is crucial to use the appropriate exchange rates for the date of distribution.
The Canada-U.S. Tax Treaty (Article XVIII) treats RRSPs as tax-deferred accounts, meaning reinvested dividends are not taxed annually as they would be in a Canadian TFSA. You must properly declare the tax-deferred status of your RRSP on your U.S. tax return to maintain this advantage. While reinvested dividends are deferred, actual withdrawals from your RRSP are fully taxable as ordinary income in the U.S.
Some U.S. states (notably California) do not recognize the Canada-U.S. tax treaty and may tax the reinvested dividends annually, even if the federal government does not.
See this discussion on a related topic.
@user17766499932
yesterday
If you don’t respond to the IRS letter you would receive a check but about 8 weeks later. This is from the TurboTax site.
IRS Phasing Out Checks:The IRS is phasing out paper checks, encouraging ...
See more...
If you don’t respond to the IRS letter you would receive a check but about 8 weeks later. This is from the TurboTax site.
IRS Phasing Out Checks:The IRS is phasing out paper checks, encouraging electronic payments to reduce delays.
If You Don't Provide Bank Info: If you file without entering bank information, you may receive IRS Notice CP53E, which lets you either provide info for direct deposit or ignore it to receive a check, often leading to a 6-week delay.
yesterday
1 Cheer
That won’t work because the threshold is gross income not AGI. Contributing to an IRA doesn’t affect gross income.
yesterday
If you only want to remove the e-file fee, to avoid the $25-$30+ state e-file fee in TurboTax desktop or online, switch from e-filing to mailing your return. In the "File" section, choose to change y...
See more...
If you only want to remove the e-file fee, to avoid the $25-$30+ state e-file fee in TurboTax desktop or online, switch from e-filing to mailing your return. In the "File" section, choose to change your filing method to "File by mail" for the state. This allows you to print the forms (often requiring Adobe Reader). Back up from the step where it is prompting you to pay, or choose File again to restart the File section.
If you have no filing requirement for the state, you can delete the state return in TurboTax Online as long as you haven't paid:
Open or continue your return.
Select State Taxes from Tax Home.
On the Status of your state returns screen, select the trash can icon next to your state, then select Delete.
If you’ve already paid your state fees, you can’t delete your return, but you can start over by selecting Start Over next to your state return on the Status of your state returns screen.