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I have the same complaint about TurboTax. I bought the Deluxe version to get the free state tax return and when I want to file, I have to file $25. This is ridiculous from Intuit.  I use TT for over 25 years, and their prices charges are getting worse. The return is actually for my daughter who just started to work and has very little income. I bought TT because of their marketing offer.  I will now file her return through FreeTaxUSA which only charges $15 for a state return and $0 for federal. There is no fee for the software. After more than 25 years I will leave TT. There are choices in the Market.  I guess Intuit will not care because it's such a big company, but perhaps others read this, too and may think, too. Check out FreeTaxUSA.com.

If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".   In the File section, select "Direct Deposit to a new bank account" and clear the box and enter your routing number again and that should fix it.    

I still cannot transfer even using the open file approach.  Ido taxes on my Mac for a few people (my kids e.g.),  I am able to transfer my 2024 return but when I try to transfer any of the others it just doesn't do anything, no error just doesn't do anything.   This is a real pain!

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh   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   @tcwool

You can select "Other not classified".   By selecting "Other," the software treats the amount as informational. Since "Pretax Benefits" have already been subtracted from your taxable wages (Box 1), the it just needs to know the amount isn't something that grants an additional deduction or credit (like a state tax or a charitable contribution).

Follow the steps in this article if you have tips not on a 1099 for self-employment. TurboTax will ask you a few questions about your tips, and automatically calculate the deduction if you qualify.  

You can receive messages form your Full Service chat by logging  in to your account, select "Intuit Account," then choose "update communications" to activate text messages.    Your Expert can also notify you via a bell icon in the top right corner of your TurboTax screen or via email. Make sure to check your spam/junk folders if you don't receive any  notifications.  Also, check for a "EXPERT HELP" button on your TurboTax screen to start a chat with your Expert.   If your messages do not appear, try clearing your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.    If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.

Reading your complaint and the response makes me SO furious! I also cannot get through to speak with anyone and when I used the chat agent she told me "she isn't here to have to listen to my complaints" but could not direct me to someone who COULD help with my issue.  They are only offering assistance if it has to do with the taxes themselves, which is not my issue.  My issue has to do with their business  and business practice and issues with the refund.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

Hi All, I am struggling with this question too. I think I found a fix. I have the same concern as you--if I got the 1099-Q and the T form from the college, so did the IRS so I must do something with both of them so that the IRS doesn't think we pocketed this $$.   Here goes: on  the upper right hand side of TT delux, go into forms.  All the forms underlying the interviews are on your left. There are two you are after: the 1099-Q and at the very bottom, 'People wks (your dependent).' Click first on the 'People wks.' Go to Part 1 and there is a box with A and B called 'Apprenticeship and Education Loan Smart Worksheet.' Click on A and up pops a box where you can put in college expenses paid in 2025. I put in tuition and fees, apartment rent, books, etc. Make sure you total expenses > your 1099-Q. Secondly, at the top of the 'People wks,' I checked the box beside our dependent's name which asks 'Has education expenses?' Also make sure your student's status in Part 1 and Part 2 are correct! These were the questions you would have been asked if your AGI was below $80K or $160K.     Note that when I went through the TT questionnaire, because our AGI > $160K, the questionnaire said you cannot get the American Opportunity credit so buzz off. So i think the software bug is just for folks with AGI above the limit for this credit.    I hope this works all. Good luck.

You can't apply your code for TurboTax Desktop to a TurboTax Online account. You can request a refund for your TurboTax Desktop program using this link. How do I request a refund for my TurboTax product?   And then set up an Online account to do your tax return.  You can use this link: TurboTax Online.   For further instruction regarding switching to TurboTax Online from Desktop: How do I switch from TurboTax Desktop to TurboTax Online?   Please return to Community if you have any additional information or questions and we would be happy to help.

See if this makes sense to you?   My tax If I take 14400 from Roth the tax burden is less than 15750 and I get a full refund of the 4700 withheld and only roughly 2500 of the SS is taxed, just like you said.   If I itemize as shown, taking 14400 from the trad IRA instead of the Roth, I only get back 1500 but pay the taxes now on the 14400.   #4 17,384 is the itemized number if I have like 21000 in medical deductions.   These are rough numbers.   If I take 14400 from Roth I should probably stop withholding taxes from the SS monthly.          

Yes, if you're on the Desktop software you can go to FORMs mode. All of your forms are listed on the left sidebar,   Federal are listed first, and Then the state forms  The primary Vermont individual income tax return form is Form IN-111.