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You can't file a joint Federal tax return unless you are legally married.    If one of you qualifies as the other's dependent, then the one supporting the two of you can claim the dependent credi... See more...
You can't file a joint Federal tax return unless you are legally married.    If one of you qualifies as the other's dependent, then the one supporting the two of you can claim the dependent credit on their tax return. That person will file Single unless they have children or other relatives to qualify them to claim Head of Household filing status.   If the other has no income, they generally don't need to file a return unless they are claiming a credit such as the Premium Tax Credit.  See this IRS webpage for the filing requirements for 2025. If they have enough income for a filing requirement, they will file Single.   See this TurboTax tips article for more information about claiming dependents on your tax return. See this help article for more information on how to report that you can be claimed as a dependent.   See this IRS webpage for further details.   
@Hal_Al curious, on the loophole, my understanding is that only works for unrestricted scholarships as the restricted scholarships must be netted against the QEE before determing whether the loophole... See more...
@Hal_Al curious, on the loophole, my understanding is that only works for unrestricted scholarships as the restricted scholarships must be netted against the QEE before determing whether the loophole is applicable. is that not true as your response doesn't make that distinction.... thank you...
Hi everyone,   I wanted to provide some clarification regarding why the desktop version directs users to other methods for extensions.   The IRS limits desktop software to five federal e-files pe... See more...
Hi everyone,   I wanted to provide some clarification regarding why the desktop version directs users to other methods for extensions.   The IRS limits desktop software to five federal e-files per license to prevent fraud. Since an extension is technically a separate filing, Intuit directs users to online tools to avoid using up these limited e-file slots on a simple extension form.   To assist with this, Intuit provides a separate, free web tool called TurboTax Easy Extension specifically for electronic filing of federal extensions. This is intended to preserve your e-file limits for your full tax returns and   should be seen as a benefit.
My mother passed away in early June of 2025.  So it looks like I can keep the return as is and paper file. 
How to delete Foreign Earned Income and Exclusion entered?
The information was entered correctly in the software stating that the dependent is a full time student, but the form is incorrect and does not have the box checked
"Accepted" is an efile term.  The IRS does not normally use the word "accepted" at its "Where's My Refund" tool.  Or did you mean to say it does not show "approved" instead?   It normally has 3 stage... See more...
"Accepted" is an efile term.  The IRS does not normally use the word "accepted" at its "Where's My Refund" tool.  Or did you mean to say it does not show "approved" instead?   It normally has 3 stages: Return received and is being processed. Refund approved. Refund sent and an expected deposit date.     What message do you see at the IRS WMR refund tracker?  https://www.irs.gov/refunds If the IRS has sent your refund, what amount is shown at the IRS tool?   Does it match what is shown on your Form 1040, Line 35a?   If you chose to pay fees out of your Federal refund, be sure to take that into account. Be sure the deposit you received is not a state refund, or that the difference in the amount is not due to an expected state refund.  If you are expecting a state refund, it comes separately.   If the IRS lowered your Federal refund amount, you should get a letter in about 3 weeks, explaining why.   FAQ:  Why is my Federal refund lower than the amount shown on my return? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-direct-deposit-check-lower-amount-turbotax/L4D3L1d96_US_en_US
For a pension, it's whatever they send you. Say all of it is the RMD. If you have a RMD requirement it will ask you if it is the RMD. Say yes and enter the amount from box 1 as the RMD amount. The pe... See more...
For a pension, it's whatever they send you. Say all of it is the RMD. If you have a RMD requirement it will ask you if it is the RMD. Say yes and enter the amount from box 1 as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD for each 1099R.
Q.  Does it make a difference which way it's entered, either the shortcut or room and board way?  A. No, not in the result.  In addition, what you enter is not sent to the IRS.  The IRS only gets t... See more...
Q.  Does it make a difference which way it's entered, either the shortcut or room and board way?  A. No, not in the result.  In addition, what you enter is not sent to the IRS.  The IRS only gets the results that TurboTax enters on the IRS forms.   The short cut just makes entry easier and reduces the chance of errors. 
Hi TurboTax Community,   In 2025 (for 2025), I contributed $ 7,000 to a traditional IRA (post-tax) and immediately converted to a Roth IRA. My 1099-R shows $7,000 as 'Distribution'. I entered the c... See more...
Hi TurboTax Community,   In 2025 (for 2025), I contributed $ 7,000 to a traditional IRA (post-tax) and immediately converted to a Roth IRA. My 1099-R shows $7,000 as 'Distribution'. I entered the contribution and 1099-R in TurboTax Premium (DIY). But $7,000 is still showing up as taxable. -No other IRA balances.  -Form 8606 doesn't seem to offset it and I don't think it's generated. Your help would be very helpful!! Thank you 🙂
Please clarify "Hotta road log" and the type of code to which you are referring.   If you are referring to a promo code, and need instructions to enter it, follow these steps:   Sign in to... See more...
Please clarify "Hotta road log" and the type of code to which you are referring.   If you are referring to a promo code, and need instructions to enter it, follow these steps:   Sign in to your TurboTax account. Open or continue your return if you haven't already done so. Select File from the menu. On the following screen, select Continue. Scroll to the bottom of the screen and select I have a service code. Enter your service code in the provided box and select Continue. Make sure to check for any specific instructions or requirements related to your promo code.  
Where is it showing your refund has arrived early?    When did you file?  If the IRS hasn't accepted your return yet then they haven't sent the refund.    What is the description on the deposit?    ... See more...
Where is it showing your refund has arrived early?    When did you file?  If the IRS hasn't accepted your return yet then they haven't sent the refund.    What is the description on the deposit?     What does the IRS say at Where’s My Refund https://www.irs.gov/refunds   How to check your efile status https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/check-e-file-status/L9XhHDPtD_US_en_US?uid=lvriwl8j When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say?    
Could you have transferred from the wrong file? See if you have another .tax2024 file on your computer. Or maybe last year you marked the Schedule C or E as FINAL in Turbo Tax? Or the Asset as Sold? ... See more...
Could you have transferred from the wrong file? See if you have another .tax2024 file on your computer. Or maybe last year you marked the Schedule C or E as FINAL in Turbo Tax? Or the Asset as Sold? Here's an idea. Do you still have 2024 installed? Try opening 2024 program and see if you can get your 2024 return to show up in it. Go to FILE - OPEN. And see if the right info is in it and if it's marked as final.  Then save it again with a name and place you can find. Go to File - Save As. Then start a new 2025 return and transfer from the saved 2024 file.   Assuming you are using the Home & Business version. Open your 2024 return Go to Business Tab - Continue - Choose what to work on Business Income & Expenses - Update Click Edit by your business Top section Business Profile - Update See if it says Yes by 5th item Disposed of Business in Current Year If it says Yes then Edit it and uncheck I sold (or disposed) my business Then save your return and transfer it again.  
Status of taxes return
I have the same issue. I use  the Desktop version 2025. I do not see the question 19 listed below (Intent to earn money).   After 17 and 18 below, it states  ------------------------- Add new Line ... See more...
I have the same issue. I use  the Desktop version 2025. I do not see the question 19 listed below (Intent to earn money).   After 17 and 18 below, it states  ------------------------- Add new Line of Work We’ll include this income in the Self-Employed section (Schedule C) of your tax return. You can add any other self-employment income not on a 1099-MISC later. ---------------------------------- This is not a self-employment Income.  If I choose the FORMS view (View menu), there is an option to click on 'Other Income' but it reduces the refund drastically.  Not sure which is the right option
@weyrick-linda on the date you distibuted the money from your IRA, were you over 59.5?  unlike many other rules, you must have been at least 59.5 as of the date you distributed the money.  It's not w... See more...
@weyrick-linda on the date you distibuted the money from your IRA, were you over 59.5?  unlike many other rules, you must have been at least 59.5 as of the date you distributed the money.  It's not whether you were over 59.5 on December 31. What is the code in Box 7? 
don't know the change you're describing but you don't need to enter separate 1099-INTs for each account into Turbotax just add it up and enter one 1099-INT per payer.