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this is very frustrating. The same thing happens with the PC versions. The PDF file that gets saved does not include all the worksheets. The only way I have found to ensure everything gets saved is to print each individual form but select 'print to PDF'. I have to do that for each of the worksheets:  donation worksheet, RRSP worksheet, RPP worksheet, etc etc. It is very annoying and the answers on here are not helpful

If your overtime is reported in Box 14, you must continue through the interview to qualify the overtime premium for the tax deduction.  You should see questions asking if you are an exempt employee and if the amount is correct.  Go back to the W2 entry and continue through to make sure you have answered all of the qualifying questions.  See How do I enter my overtime pay in TurboTax?

Most efiled returns take 21 days to process.  To check the status of your TurboTax 5-day early deposit, monitor the IRS website to check the status of your return, the direct deposit should arrive 5 days before the date on the IRS page.  You will also get an email notification from TurboTax and you can  track the status in the deposit in your TurboTax account.      If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status.  

To report your Section 1256 contracts   Navigate to Wages & Income Scroll down to "Less Common Investments and Savings" Click on the down arrow to expand Next to "Contracts and Straddles" select "Start" Answer "Yes" to "Any Straddles or Section 1256 Contracts?" On the next screen, it is highly unlikely that you need to make any elections, so just click "Continue" On the screen with "Contracts and Straddles", more than likely you only need to select Section 1256 contracts...  You may want to read the IRS instructions for Form 6781, Gains and Losses from Section 1256 Contracts and Straddles Select "I'll report the totals from each broker or account. Enter the information to report your profits and losses from your Section 1256 Options transactions.  

Yes. You must answer the question every year you take a distribution from that specific account. Here are reasons for why you are asked and why you should answer Yes to the Inherited IRA question:   They are exempt from early withdrawal penalties, regardless of your age They have stricter rollover rules, so indicating that it is inherited will help TurboTax to prevent any transactions that are not approved by the IRS They have different Required Minimum Distribution RMD rules than your own accounts Many states have specific tax breaks for beneficiaries   Also, your Form 1099-R will usually have Code 4 (Death) in Box 7, so when you enter your Form 1099-R, TurboTax will automatically ask if it is an inherited IRA.

To cancel your TurboTax subscription in your Intuit Account: 1. Open your Intuit Account settings. 2. Select Products & Billing. 3. Find your TurboTax subscription or product. 4. Click on Cancel Membership or the cancellation option provided. If you want to request a refund after cancellation, you can fill out the Intuit Refund Request form within 60 days of your purchase or download.

If TurboTax will not allow you to change the dropdown to Other/Not Classified, you can remove it since it will not affect your state tax amount.  If it was imported and you must make a selection, you can choice the 414H EXEMPT NY- this is not reported on the tax return.  

To bypass entering last year's taxes you didn’t file due to workers' compensation in TurboTax Online 2025, follow these steps: 1. When TurboTax asks about last year’s tax return, look for an option like "I did not file a tax return last year" or "I didn't file". 2. Select this option to skip entering prior tax information. 3. Continue with your current year tax interview.

So I did the Trust return on TT. I included the sale of the property. At one point, TT asked if a 1099-S was received. We answered "No". It looks like we are still on the hook for the Capital Gains tax for 2025. That's not a huge deal. It can be paid.   But if the 1099-S gets issued this year, in 2026, how will that affect the TY '26 return?   That's definitely what the IRS looks at for income and there will be none of that type declared for 2026. We obviously don't want to be billed for the same tax two years in a row.   Did I make a mistake? Hubby will check with the Trust/Escrow company that handled the property sale closing to make sure that our assumption about the 1099-S not being issued is correct.   BTW, I answered in TT that the Trust uses a cash basis for accounting, which is true since there is no CPA running it. Just my non-CPA hubby and there isn't anything to accrue.

To enter your estimated tax payments in TurboTax Online:   Go to Deductions & Credits Scroll down to Estimated tax payments Select Start or Revisit next to the type of estimated tax payments you need to enter Enter the amount of estimated tax payments by quarter