All Posts

I called into turbotax support. They had a web session with me and were unable to find the root cause. They said it doesn't look like a turbotax issue but probably something on the minnesota state side that was triggering this. I'm not sure why this happened all of a sudden this year for the first time. I've been filing my taxes with turbotax for many years and have never run into this. My tax situation hasn't changed recently either. Unfortunately, I had to give up and manually mail my state tax return in at the post office. Hopefully next year I'll be able to e-file or find out why I can't. It would be great if turbotax could build in some better diagnostics to alert the user to the root cause in the future. Thank you!

There are filing errors and review errors. If it is preventing you from moving to FILE and actually filing your return then you need to enter your state and zip code in that section. The IRS looks at the college name, foreign checkbox and amount. @jbc624 

If TurboTax is stuck at the final step, try these steps:   Clear cache and cookies  Log out of TurboTax, restart your device, and log and back in Use a different browser (e.g., switch from Chrome to Edge). Try a different time of day when there may be lower "traffic" When we approach the filing deadline, there is higher server traffic, which can significantly impact the tax filing process by causing system slowdowns, application errors, and potential delays in submission for both individuals and tax professionals.  

What is the error?  Can you give us more information?   You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

You are likely being charged for TurboTax Deluxe because your tax return requires forms not covered by the Free Edition, or you inadvertently selected add-on services.    For example, itemizing deductions, reporting income items such as unemployment or stock sales would require an upgrade from Free Edition. If you selected an add-on service such as audit protection, Expert Assist or other Expert assistance, this could have caused an upgrade.   See this help article for more information.   See this help article for instructions to downgrade your product, if your return qualifies for Free Edition, you didn't use any Expert services, and you have not yet filed. You would have to clear the return and start over.  

First use this information to delete a Form 1099-S from your tax return. If this is a rental property follow all the information, if not skip to the bottom for the Form 8824 specifically.   Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. When you have your TurboTax return open you can use the following steps to update the original assets for the exchange. First use the Search (upper right) > Type rentals > Press enter > Click on the Jump to... link Or Wages & Income > Rental Properties and Royalties > Update > Continue to Rental and Royalty Summary > Edit the property Scroll to Assets/Depreciation  > Click Update > Select 'Edit' next to each asset Edit beside each asset > Continue to the Tell Us About This Rental Asset Select the checkbox beside 'This item was sold, retired, .... traded in ....etc. > enter the date it was traded (sold/retired) You can choose not to select this and just change the name of the assets given up in the trade to identify them with the new property. The depreciation for the year will not change on these assets. Answer the question about whether it was 100% business > Leave the original date it was placed in service (may be purchase date or later depending on your circumstances) Continue to the screen 'Confirm Your Prior Depreciation' The amount displayed is only for prior years and does not include the current year. Continue until you see the current year amount displayed and make a note to add the two amounts together for the Section 1031 like kind exchange. This completes the asset portion of the trade. Answer 'Yes' to Special Handling. Next you will complete the like kind exchange, Form 8824 (Section 1031 exchange): Use the Search (upper right) > Type like kind > Press enter > Click on the Jump to... link Select the checkbox beside 'Any additional like-kind exchanges (section 1031)' > Continue Complete the information for the 'Real estate given up'  and 'Like-Kind Property Given Up' > Continue Name the event > Continue > Complete the information for the 'Like-kind property received' If you did not give unlike property in the exchange click 'No' and  continue past these screens, if 'Yes' answer the questions. Enter any exchange expenses (sales expenses) > Continue to see your deferred gain. If you marked the original assets as sold, traded, etc (see 5. above) then go back to your rental activity and then enter new assets with the exact same information as the property given up with a new name, but with the same date placed in service as the old property, for all assets that are part of the exchange.   Enter a new asset for any buy up/added cash in the exchange including the purchase/selling expenses you paid in the trade. The new asset will begin depreciation on the completion date of the trade/like kind exchange.   These links may be helpful as well:  Where do you enter a like-kind  or Section 1031 exchange? IRS Fact Sheet for Section 1031 Exchange IRS Instructions for Form 8824

No. you won't be penalized because your return’s submission (4/12) shows it was filed on time.   A "Pending" status just means your tax return has been successfully e-filed, but the IRS is still processing. You must wait until the IRS accepts or rejects it.

Hello    I appreciate all this advice. I would rather change his status than mine.   However, I am back to my first questions about how to do this in the turbotax desktop software I use.   This is what I THINK I am supposed to do (a previous post from an TT expert told me to do this)   Start the Amendment Open the exact same tax file you already filed.  Go to the Federal Taxes tab (or Personal in some versions). Select Other Tax Situations. Scroll down to Other Tax Forms and select Amend a Return. go to the section that says I need to change my return for a different reason select personal info and dependents I get the personal info summary I see his name and demographic information section. This can be edited.  I the section on dependent. I can edit this section. However, it only asks if he has children or financially supports another person. It does not ask if someone can claim him.  I do not see where I can make that change to say that I am claiming him.  This is my problem. I do not see where I can make that change using the TurboTax software.    I hope y'all can help me. This has worried me to a point of a migraine.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

You generally do not need to claim "deductions elsewhere" for your two side gigs.To report them correctly you should deduct the specific business mileage on each corresponding Schedule C. Make sure you don't double count your miles. You should keep a daily record of your miles driven and for what purpose.   Also, you can separately track your parking and tolls for each business and report them in the respective expense sections on their respective Schedule C's.   See: How to Report Self-Employment Income When You Have Multiple Side Gigs    Please return to Community if you have any additional information or questions and we would be happy to help.