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@ jahouston415 wrote: My Fees for early return and Turbo Tax were taken from my FEDERAL RETURN.  The State of CA released my refund to Cross River bank on 4/14/26 and I DON'T OWE anymore fees.  Who is this Cross River bank and why are they sitting on MY MONEY? (yes, I'm mad - but not at you all.) There are 2 versions of the "up to 5 days early" offer.   A free version to a Credit Karma Money account (explained below) or one with $35 fee to have it go your bank account.   The "up to 5 days early" offer uses a third party bank (commonly Cross River Bank) to first receive the funds from the IRS.  If you paid a $35 fee, then your tax refund goes to the third-party, who then sends the funds to your bank account (or card.)   It's done that way to try to speed up the funds delivery to you, since the IRS itself cannot be "sped up."    Some banks, however, do not allow same-day ACH deposits; some banks take 1-3 days to receive ACH deposits.   So the "up to 5 days early" offer may or may not work in some cases.  In any case, if you paid the $35 fee, and if your funds do not arrive at least 1 day earlier than they would have if they had come directly from the IRS, TurboTax says they will not charge you the $35 fee.  If that happens, watch for any emails.     If you chose the "up to 5 days early" offer with no fee (i.e., if you agreed to set up a Credit Karma Money Account) the funds go to a Credit Karma Money checking account administered by MVB Bank Inc.   

  Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer. 

You can file your taxes free with TurboTax Free Edition if you have a simple 1040 Form without any schedules except for Earned Income Credit, Child Tax Credit and Student Loan interest. If you have any other forms are schedules, you can't use the free edition.   Here’s the link to Start TurboTax for free.  

QCDs form a Roth IRA are very unusual and are not permitted at all if the distribution from the Roth IRA is a qualified distribution.  QCDs can only be made to the extent that distribution of all of the individual's Roth IRAs would result in taxable income.   If the distribution that you would like to be a QCD would be nontaxable if not treated as a QCD, you would be likely be far better off claiming it as a charitable deduction on Schedule A.  There is really no point in making a QCD from funds that in a few years would be a nontaxable qualified distribution if distributed then.  The only time making a QCD from a Roth IRA when you are over age 59½ but had not yet completed the Roth IRA 5-year qualification period would be if you needed to take more out of your Roth IRAs for other purposes that was more than your basis in Roth IRA contributions and conversions.

My Federal return was rejected because of a missing IP Pin. I corrected using TurboTax's step-by-step approach and the Pin shows up when I look at the info worksheet. using Forms    The problem I'm facing is that when I try to transmit the correct filing Turbotax tells me my return wasn't transmitted because it is identical to the 1st return with the missing IP Pin.   So far, Customer Service has not been able to suggest a solution.

I assume this must not be for 2025, because the requirements for when to issue a 1099-K for 2025 probably wouldn't have been met in this situation.   And to qualify for the Augusta rule to not have to report that income, it would have to be a property that is mostly for personal use normally, such as a second home or vacation home or your primary residence.      The IRS computers are going to be looking for some kind of reported income to match the 1099-K reported income.  One way you can do that is enter the income shown on the 1099-K as rental income, but then add an "other" expense to the rental property with an amount equal to the rent income amount and name the expense something like "280A(g) Exception" or something else along those lines that references the 280A(g) tax law.  Make sure that the net income on the Schedule E end up as $0 (no depreciation, etc, and enter 0 personal use days, and the correct number of rental days). 

To finish your Minnesota state tax return in TurboTax Online: 1. Navigate to the State Taxes section. 2. Select your Minnesota return to continue. 3. Complete any remaining Minnesota-specific questions and forms. 4. Once done, proceed to the Review stage to check for errors. 5. Choose your preferred filing method and submit your Minnesota return electronically. Make sure you answer all questions related to your Minnesota income and deductions accurately to complete your state return. If you have any payments or refunds specific to Minnesota, TurboTax will guide you through those as well.

There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. The support test is different for each type. The support test, for a QC, is only that the child didn't provide more than half his own support. The support test for a Qualifying Relative is that the taxpayer provided more than half the relative's support   A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year.  You can't claim him as a dependent, if he lives with the other parent(or lived with the other parent before going away to school).  A person can still be a Qualifying relative dependent, if not a Qualifying Child, if he meets the 6 tests for claiming a dependent: Closely Related OR live with the taxpayer ALL year His/her gross taxable income for the year must be less than $5200 (2025)  The taxpayer must have provided more than 1/2 his support In either case: He must be a US citizen or resident of the US, Canada or Mexico He must not file a joint return with his spouse or be claiming a dependent of his own He must not be the qualifying child of another taxpayer See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html

Since today is April 16, 2026, the official deadline to request an extension for your 2025 federal tax return (which was April 15, 2026) has passed.   The IRS recommends filing your return as soon as possible to stop penalties and interest from accruing.   Taxpayers serving in a combat zone or qualified hazardous duty areas, living outside of the United States, or affected by certain disaster situations may be eligible for additional time to file and pay. They should check their eligibility before the tax filing deadline.   People who can’t pay the full balance owed by April 15 should still pay what they can and apply for a payment plan, also called an installment agreement or online payment agreement. Most applicants receive immediate notification of approval or denial, without having to call or write to the IRS.   How do I file an IRS tax extension?   See all options for filing an extension here.   State Extensions

To all: I wrote a note yesterday to the forum leader asking him to confirm if developers are aware of this problem of "disappearing tax files after updates," and gave a link to this thread.  Over the years that I've been a volunteer in the forum, this used to be relatively rare, but this year it appears to have become more common.   I don't know if it occurs equally with Windows and Mac users, or if it's more common with one than the other.  In any case, he assured me he would check with the developers.   It might be helpful when anyone posts this issue if they specify if they are running Windows or Mac OS.    Thanks!