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On the Turbo Tax website...I wonder where is the OPTION that let you pay with your personal savings or checking account? The software have the customer (tax payer) enter the name of your financial institution, i.e. the routing number & account number from where you want to pay your taxes if you have a tax liability. Then when you're ready to pay with you checking/saving account there is not a button to click to do this. There's only the option of utilizing a credit card or paying with your federal REFUND. There is definitely a "glitch" in Intuit Turbo Tax system (online).  The glitch that I experience was with the AUDIT DEFENSE button. It was "highlighted" and would not allow me to refuse the Audit Defense service! Turbo Tax kept trying to charge me $45 for this UNWANTED service. The way I had to get around this horrid glitch was to take the advice of someone in the tax community that post:  Do each transaction separate, but do not elect to e-file federal and the state at the "SAME" time. In the past this NEVER was an issue with Tubo Tax. I use to select Federal & State for e-filing at the same time. But, because of the bugs in the software or the poor programming I had to do the following: FIRST:  select Federal e-file only, then proceed with the instructions (this is a FREE service); therefore, NO CREDIT card was necessary. After the FEDERAL RETURN was officially transmitted "and" accepted by the IRS via Turbo Tax, then I went to STEP TWO:  I clicked the box to e-file my STATE tax return. *This is the part that was very tricky due to the "glitch" in the software.  As I said, AUDIT DEFENSE ($45.00) kept showing up on the screen as selected (although it was NOT selected by me). Eventually, I had to actually click the AUDIT DEFENSE button to get to the NEXT SCREEN! Once it opened then there was a very small box that stated "REMOVE" Audit Defense. Yes! Finally I was able to click the small words REMOVE, then the AUDIT DEFENSE SERVICE vanished from the screen. Then the Turbo Tax software asked for my credit card information to pay for ONLY the State E-filing fee of $25.00 ($15, if you have a $10 credit from the retailer Costco, Sam, etc.) The $45.00 plus the $25,00 ( in my case $15.00) was NO LONGER SHOWED UP! What a victory! I was able to e-file my FREE federal Tax Return, then SAVE it. Then go back in the TURBO TAX Software to e-file the STATE RETURN for $25.00 ($15 with the $10 credit). Whew, what a task all of this was. Seriously, I have to THANK the person in the Turbo Tax community for telling HOW to do this. When I contacted Turbo Tax concerning this issue, unfortunately they didn't have a clue how to solve this problem (glitch in their system). They didn't have any IT people (Tech Reps.) to troubleshoot. The customer service ONLY handled sales. They honestly do NOT know any technical stuff, they also do not really know how to troubleshoot software or website issues dealing with their very own software-TURBO TAX. You will stay on the phone for about 15-18 minutes "waiting" for someone to assist you. The A I is NOT helpful. It can only answer "certain" questions, but it cannot TROUBLE SHOOT technical or softwae issues, either. Well, I hope Intuit Turbo Tax addresses all the glitches  (bugs) found in their Tax Year 2025 software and/or programming for E-filing this year (2026).

@ kennethjmorgan1 wrote: I haven’t received my refund. My taxes were accepted on March 10, 2026. I have not received any info from the irs. I checked, where’s my refund, irs website and it only shows the taxes were accepted. The IRS refund tracker tool at  https://www.irs.gov/refunds should show your progress in 3 stages: Return received and is being processed. Refund approved. Refund sent and an expected deposit date. If your refund is still in that first stage, then since it's been longer than 21 days,  you can phone the IRS, if you wish, to see if they can tell you anything about the delay.   IRS: 800-829-1040 (7AM-7 PM local time) Monday-Friday If a robot tries to triage you, try using the phrase "Account management."  You may have to say it more than once.

@Shiney2   tax prep fees are deductible on Schedule E as Legal & Professional Fees which flow to line 19(other) of the Schedule E.  Do note the IRS would possibly limit your deduction to the amount of the fees properly allocable to the rental property and not just your personal return.  

I am in a similar situation in which TurboTax does not generate form 8833. According to IRS guidance, the form is not required in situations where you have social security income and live in another country that has a tax treaty with the US exempting from tax on the social security. I filed my 2025 return generated by TT and received a significantly reduced refund because the IRS told me that they "corrected" my numbers because my taxable social security was incorrectly reported. There is nothing on my return that is explicitly stating the country that I live in. The address that I use on my 1040 is my US mailing address. So, the IRS is making a false assumption and without the form 8833 to back that up, it leaves the IRS to making incorrect assumptions. While they shouldn't be doing that, having the form included would diminish that possibility. Now I am in the process of disputing their "correction" which may take a minimum of months. I am looking for either an alternate solution or inquiring if now that TurboTax supports the situation where social security income is not taxable, perhaps they will consider supporting form 8833 for future years.

@ t-l-boyd wrote:  Does anyone else have problems with their 1099-R form and where to enter the payer's number? This is the tax FEDERAL TAX PAYER NUMBER?   If you are entering a 1099-R, are you sure you are in the right topic in the Retirement Income section?   Are you referring to the screen in this image?   If so, scroll way down to enter the Payer's tax number.  This is the tax number for the Payer who paid your distribution and sent you the form.  It is usually in the format XX-XXXXXXX i.e., 9 digits.   NOTE:  The image below shows the program has an error that shows too many X's.  Click image to enlarge. . .  

@catjean49  you should be able to.  First make sure that 3rd party access is enabled at Pershing. When you go Turbotax to the section of the interview for Investment Income, you will choose ADD investments, type into the import screen and Pershing comes up. You ill have to enter your investor ID and password and it easily transfers.  Note make sure to do each account separate and name them.

Go back to the business summary page, and look for a section titled "Uncommon Situations".   You may have to first choose to "edit" your business (pencil icon) to get the summary screen.   That category is on a summary screen with these major topics shown below, so it's the last category on that summary screen.  So scroll way down.   Expenses Income Business summary Uncommon situations  (choose to edit with the pencil icon)  Keep going through that section for a couple of screens, reviewing and correcting anything, until you arrive back at the summary screen. ‎

Please describe exactly what you are trying to do.   What are you wanting to do with Tax Tools?   We can tell you how to get to it if necessary, but so far we don't know anything at all about your situation.   Have you already prepared and filed a 2025 return?    Have you prepared but have not yet filed a 2025 return?   And what do you mean by "access your history"?    What does that refer to?

Yes it is only for the user to calculate, but if TurboTax is not going to allow the user to change the expected withholding, then why do this at all?  Why pretend to the user that TurboTax is doing something useful when it is just incorrect?  

So did you use desktop TurboTax for 2024 and are now using Online TurboTax for 2025?   You could have transferred your *.tax2024 data file from your desktop product into Online TurboTax, which would have included the capital loss carryover..  You still can, and we can tell you how, but you'd have to start over.   But here's how you can enter the 2024 to 2025 loss carryover manually. This is a navigation shortcut to get to the capital loss carryover section in Online TurboTax.  Have your 2024 tax return handy to refer to when you go through this.   With your 2025 return interview open, go to left menu column and choose TAX TOOLS, then TOOLS. In the Tools window choose the blue button TOPIC SEARCH. In the topic search line enter the phrase capital loss carryover without quotes. Make the selection in the results, and either double-click on it, or click GO. Next screen:  "Do you have investment losses you couldn't claim last year?"  Also watch the video you are presented there. Then continue answering the screens in that topic.

Did you already file your Federal return separately?   If so, was it efiled or filed on paper?   If efiled, has the Federal return been accepted?   You should name the state and describe the issue you're having.  If someone is familiar with it, you'll likely get help in this forum.