All Posts

@DoninGA I appreciate the follow-up. I am using Windows and I keep TurboTax updated, so I am on the most recent version.   I am unable to find the screen that you pasted in your last response. Is it in the Federal Taxes section? 

You will not find Form 5498 anywhere in TurboTax.  This form is not entered as part of your return as a general rule.  In some instances, you may be asked for information from Form 5498, but usually the information you need can be found in other paperwork you already have.     To learn more, see the following TurboTax help article:   What do I do with Form 5498?   @deakinsb 

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

The instructions in the link below will provide details to enter your charitable donations in TurboTax. How do I enter my charitable donations in TurboTax? The value of clothing, books, etc. can be found using various methods. For examples see the links below for a guide to assist. Salvation Army Donation Value Guide Valuation Guide for Goodwill Donors Any reasonable method will be appropriate, just keep the details with your tax records should you need it later. How do I use the Fair Market Value (FMV) tool to enter donations in both TurboTax Desktop and TurboTax Online? @Mark-D 

In order to "accidentally " file as HOH your daughter had to claim a qualified dependent.   Who did she claim as her dependent?   Did she claim YOU as a dependent?    If she claimed you --- and should not have done so--- she has to amend her return.    Waiting for her amended return to be processed will not help you.   You can file your own return by mail----print it, sign and date it in ink, and mail it in.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

To clear your error, you should type this withholding amount in as a rounded whole number.   Return to the 1099-R entry and type 2008 into the box 14 entry instead of 2008.44 The IRS and state agencies will not accept returns with decimal values anyway, and so typing data in without the cents on the end (rounded up or down to the nearest whole dollar correctly) will not pose any legal reporting issues. 

TurboTax gets no information from the IRS (or your state) after you file your tax return.   No one at TT knows why you did not receive your 2023 refund.   What does it say on the IRS refund site?  You can still use that site for a 2023 refund.   Use your 2023 filing status, your SSN and the refund amount shown on line 35a of your 2023 Form 1040. https://www.irs.gov/refunds  

If you are using TurboTax Online, try clearing your cache and cookies and/or using a different browser.     In case you are not familiar with how to do this, see the TurboTax help articles below:   How to clear your cache   How do I delete cookies?  

Did you already e-file the return?   If you have not e-filed you can just go back to MY INFO to make corrections to the wrong information that was entered.  You do not click on "amend" to do that.   You only use "amend" in order to make corrections to a return that has been filed and fully processed by the IRS.

It depends. If you have separate user IDs and/or logins for different accounts then you may be able to import different accounts. However, it's more likely you may need to enter additional accounts manually. You can use summary totals for interest, dividends and sales. If you have separate user IDs for, say, a personal IRA and a spouse's IRA at the same firm, you may need to use the "modify import options" button to force a new login screen, or log out and clear cookies between imports. A solution can be to enter summary transactions if you have many transactions.    1099-Bs: Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

Yes, main is accurate. Some comments not. Example, we worked from home in NJ and while we got audited proved income was not NY sourced. It took back and forth 3x to win but we did. Had to site specific rules, get letter from employer, etc. Then, for simplicity, they just assigned him to a different office. For many years we did not allocate to NY though his employer did. Then COVID, si many did that everyone was audited.

"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

If you are using TurboTax Online, try clearing your cache and cookies and/or using a different browser.     In case you are not familiar with how to do this, see the TurboTax help articles below:   How to clear your cache   How do I delete cookies?  

This is not common. It may be necessary to access your TurboTax Account on a different device. This is the best way to check to see if you continue with the same experience. Follow the instructions for manual entry of your income documents instead of trying to import.   Our tax expert @CatinaT1 has provided the guidance necessary to assist in your situation.   @User_2020 

You can follow these FAQ steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products.  Select Downgrade. Note: TurboTax Free Edition is for taxpayers with simple Form 1040 returns only (no forms or schedules, except for EITC, CTC, student loan interest, and Schedule 1-A). 37% of taxpayers qualify. If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need. After downgrading your product type, select File from the left side menu to proceed back to where you were in the filing process.

Line 48, "Total Other Expenses" is a summary of expenses not included in the detailed lines of expenses. Just double-check these entries to make sure no negative entries are included.   To see these entries in TurboTax Self-Employed Online please follow these steps:   Within your tax return use the magnifying glass icon to search for Schedule C Click the Jump to link Click Edit for the line of work Scroll down to Other miscellaneous expenses and click Edit Check for any negative number entries