All Posts

Did you end up in a paid edition?  The charges (or free) depends on what edition one ended up using.   It's possible you either started off in the wrong edition, or perhaps you started in Free Edition but had to upgrade due to something in your return that Free Edition cannot handle.  The Free Edition is only for very simple returns--a Form 1040 with no additional forms/schedules other than Earned Income Credit, Child Tax Credit, and Student Loan Interest.   If you don't think you need Deluxe or higher, and if you haven't already paid, you can downgrade to Free Edition (first FAQ below).  But if there's something that Free Edition cannot handle (see first FAQ below), it will ask you to upgrade again.   FAQ:  Why do I have to upgrade from Free Edition? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-editio...   FAQ:  How to I downgrade to a lower priced version of TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...

See https://www.nj.gov/treasury/taxation/inheritance-estate/inheritance-taxfilerequirements.shtml   The executor, administrator, or heir-at-law of the estate must file an Inheritance Tax return (if required) within eight (8) months of the date of the decedent’s death. If tax is due, the tax also must be paid on the transfer of taxable real or personal property within eight (8) months of the date of the decedent’s death.

Underneath your question the tag is showing "Online TurboTax."    Maybe that was indicated in error, or maybe you asked your question from your online account.  In any case, are you sure you are using the desktop product you bought at Costco and did not end up Online TurboTax by mistake?     If you are sure you are in desktop TurboTax, then yes, the $10 credit from the Costco product purchase "should" appear automatically when you check out to pay your state efile fee. In fact I have used that offer successfully myself in the past for the state efile fee.   Be sure to pay by credit or debit card.   If you choose to pay your fees out of the Federal refund, there is an extra $40 service for that option ($45 for California filers.)

I had the same issue with where Additional Medicare Tax calculation for 'married filing jointly' was wrong.  I have shared my file with agent. Here is my Token number #1352853, state WA. Would you please take a look at my file and let me know if Form 8959 is over calculating my Additional Medicare Tax due? Thank you! 

@ deb2394 wrote: When is this being fixed????? A TurboTax employee posted above that the screen language will not be fixed until after this filing season; i.e., sometime after April 15, which unfortunately is after the filing deadline.  Some users above said they held their breaths and proceeded, and it only filed their extension request.  Another user said they opened a second account to file theirs.  If you don't feel comfortable with using it, here are some options:   You can rather easily file an extension request at the online IRS website a couple of ways, or you can manually prepare a Form 4868 and mail with payment by the due date.  See these options:   You can go to https://www.irs.gov/payments   and choose to pay your expected taxes due toward a Form 1040, and for reason choose "extension", and you can pay directly from your bank account (or by debit/credit card.) Choose the correct tax year. Print out your confirmation. Or if you have an online IRS account, you can sign into your online account at the IRS and then go to the payments section to pay your expected taxes due.   Again, you will be presented a form where you can choose "extension" as the reason for the payment. Or you can download a Form 4868 and instructions at the IRS website and postal mail it, but be sure it is postmarked by the due date of April 15.  If you choose to use the mail method, you may wish to get a certificate of mailing or use a method that has tracking.   NOTE:  There is no fee for the first 2 options above if you pay directly from your bank account.  There are fees for debit and credit card.  The card fee can be hefty if your tax payment is large.

The amended return will take 16 weeks process of some large amount of time. I think the main issue is the carry over if you are in business for yourself and you have carry over. At least that is my situation. I think you're right about no AGI showing as can be seen by printing out what forms get filed and although I haven't gone too far on the efile page since I know the carry over will make it get rejected the key is sadly,  to mail both the amendment and this year's return created by importing the amended version  in printed form. That was what was recommended to me when I got a hold of a tax expert on Turbo Tax. I was starting to come to that conclusion myself and she verified it. You may be able to verify if the amended return and new one have no mismatched pieces of info. I think the main issue is the carry over if you are in business for yourself and you have carry over. Another could be the refund amount could mismatch if you change things in amended one after importing to the new one and had asked to have the refund applied as credit to 2025 (this can be fixed by not having it applied in both versions). I think you're right about no AGI showing as can be seen by printing out what forms get filed and although I haven't gone too far on the efile page since I know the carry over will make it get rejected and the key is sadly to mail the amendment and the new filing based on the amended version together in printed form. To be clear I use the desktop version.

TurboTax requires you to provide your User ID and Password for your bank account to import your tax forms and data automatically. This is necessary to ensure that the financial institution can verify your identity and authorize the transfer of information. If you prefer not to use this method, you can choose to manually input the data from your tax forms available from your banks