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A normal qualified Roth 401(k) distribution after age 59½ and meeting the 5-year rule is tax-free.   Plans must separately account for Roth contributions and earnings.  A distribution attributable to excess deferrals in a designated Roth account is not a qualified distribution.     A future Roth 401(k) 1099-R should show no taxable amount only if the distribution is actually qualified and the plan’s records support that. A nonzero taxable amount does not automatically mean the administrator tainted the Roth account. It may reflect a nonqualified distribution, earnings, or uncured excess-Roth treatment.     

Were there actually two withdrawals from your bank account? Check your bank account records or statement. How did you pay on April 6? Filing your tax return with direct debit is not the same as actually paying.  

If TurboTax Desktop fails to open after an update, it may be due to a corrupted update, security software blockage, or Windows 11 compatibility issues. Typical fixes include restarting the computer, running the application as an administrator, Clear cache and cookies or temporarily disabling antivirus software.    To run TurboTax as an administrator, right-click the TurboTax icon and select "Run as administrator" to fix update, installation, or blank screen issues. To keep this in place, go to the file's Properties > Compatibility and check "Run this program as an administrator". This allows the software to bypass restricted permissions.   See this help article for additional troubleshooting steps for Windows Desktop.   Getting disconnected while on the phone with TurboTax Support is rare but it does happen. If the problem persists,  see this help article for instructions on how to contact TurboTax customer support.   After April 15, 2026, TurboTax customer support experts are available Monday through Friday, from 5 AM to 5 PM PT. Near the September and October extension deadlines, TurboTax will resume extended hours, including evenings and weekends.  

I just saw someone here comment they’re receiving $846. I’m also receiving $846. My neighbor told me she’s also receiving $846. What’s up with that??? That’s super weird like are they just giving out a “set amount” for certain people that meet certain requirements?? So it’s not based on what we earned and individual tax credits, etc.?? Is this a TT thing or a government thing?  

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return.

If you don't have a lot of gains to offset the loss each year you have to keep carrying over the remaining loss.   Each year you get to first offset the carryover loss against any gains you have each year so that can use more of it up. Then after applying the loss to the current gains if there is still a loss, you can take a max loss of 3,000 per year. Check Schedule D line 6 and 14. Then there are 2 worksheets…. Capital Loss Carryover worksheet showing the carryover from the prior year and the current amounts. Capital Loss Carry Forward worksheet showing the amount transferring over to next year. In the Online version you have to save your return with all the worksheets as a pdf file to your computer to see the Capital Loss worksheets. You need to use Online Premium to enter a Capital Loss Carryover and investments. Or any of the Desktop programs. In the Desktop program you can switch to Forms Mode and open the worksheets.

The bank numbers on 35a are what you entered and what the IRS will use. If they are wrong the IRS will eventually send you a check. You can track your refund on the IRS site. Once your return has been filed and accepted you can’t change the information. 

To document a cruise as an ordinary and necessary business expense for the IRS, your records need to be able to establish that the trip was directly related to active business, primarily for work, and not a vacation. Document this by maintaining a detailed log of daily business activities, keeping receipts for expenses, and attaching a statement of activities to your return.    You can deduct all of your travel expenses up to applicable limits if your trip was entirely business related. If your trip was primarily for business and, while at your business destination, you extended your stay for a vacation, made a personal side trip, or had other personal activities, you can deduct only your business-related travel expenses. These expenses include the travel costs of getting to and from your business destination and any business-related expenses at your business destination.   According to IRS Publication 463:   You can deduct up to $2,000 per year of your expenses of attending conventions, seminars, or similar meetings held on cruise ships. All ships that sail are considered cruise ships. You can deduct these expenses only if all of the following requirements are met. The convention, seminar, or meeting is directly related to the active conduct of your trade or business. The cruise ship is a vessel registered in the United States. All of the cruise ship’s ports of call are in the United States or in territories of the United States. You attach to your return a written statement signed by you that includes information about: The total days of the trip (not including the days of transportation to and from the cruise ship port), The number of hours each day that you devoted to scheduled business activities, and A program of the scheduled business activities of the meeting. You attach to your return a written statement signed by an officer of the organization or group sponsoring the meeting that includes: A schedule of the business activities of each day of the meeting, and The number of hours you attended the scheduled business activities.   Direct Relation: The cruise must be a convention, seminar, or meeting directly related to your business, not a vacation with light work.   See this TurboTax tips article for more information about deductible expenses for business travelers.   @Jwl27   

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday