All Posts

Same happened to me.  There was no way to manually add or remove "expert assist.".Redoing an entire tax return is not a "solution".  It's a scam.  I'll be demanding my money back  Especially since every other year, you started your return for free and if you needed advice or wanted additional features, you added it later.  It was clear, and transparent.       It's a scam.  I'll be demanding my money back.   This was the last year I use TurboTax.  I'm Canadian so it's one more reason to not buy American.

Thank you for your prompt response, Mike 9241! Sorry for the delay in responding.   So much new terminology --thanks for your explanation of IRD. I'm hoping the IRS doesn't care that the SSNs don't match since someone (me) will be paying taxes on it.    My brother is doing my dad's taxes for 2025, so I'm thinking we should coordinate so that both parties don't end up paying taxes on amount (all the CD interest was credited to the CD account *after* his death, so I understand I am responsible for taxes on the full amount). I do not know if his gross income was above or below $600, but guessing it was below. Thank you again!

Assuming that you're a graphic designer or some other graphic artist, and this is software that you need to create business income in the first place:   1. Tax Home 2. Federal  3. Wages & Income 4. Self-employment income and expense 5. Add expenses for this work 6. Supplies > Description "Design software"   After you enter the supplies category, you'll be able to add multiple rows for different types of supplies expense you incurred in the ordinary course of business. See example:  

@AndyPan  I’m in exactly the same boat (LPR, same concern about the naturalization implications, and same frustration with TurboTax missing that checkbox). My transcript also reflects that I lived in the US less than 6 months, which is a red flag I don’t want sitting in my record. Are you submitting the 1040-X through TurboTax? If so, did you find a way to include the corrected page 1 of the 1040 as supporting evidence? That seems to be the only way to actually get the residency checkbox on record, since the 1040-X itself has no field for it. Appreciate you sharing your experience, helpful to know others are navigating this.

@feltongirl wrote: I refuse to buy a Windows 11 computer when there is nothing wrong with my computer.  Yeah, there is something wrong with your computer if your OS is Windows 10 and can't be upgraded (you're just living on borrowed time):   The Secure Boot certificates on your PC expire in June, and Windows 10 machines will never get the fix The Secure Boot certificates on your PC expire in June, and Windows 10 machines will never get the fix

My understanding is rolling a 401K over into another 401K (not Roth 401K) is not taxable.  Turbo Tax treats it as not taxable,  however, it includes this amount as part of my income for purposes of deciding whether my SALT deduction is limited to $10000.  My understanding is that this should not be the case.

The same thing happened to me. When starting my taxes, there was no way to continue without Expert Assist. This felt odd, but I assumed it was just a quirk of the UI where you had to keep the option for expert assistance available at the end, but when you got to the end, if you didn't use Expert Assistance, you wouldn't be charged for it.  Nope. I get to the checkout screen and I'm being charged for Expert Assist. The only way to remove it is to clear my entire return and start over. Essentially, they force you into picking a product you don't want, trick you into doing your taxes with that product, and then tell you the only way to remove it is by restarting the whole process.    Why not just make it possible to continue without Expert Assist from the start? This feels like fraud, straight up. 99% of people who are paying for Expert Assist won't actually be using the Expert Assist features. They simply got duped into the upcharge because, I repeat: **THERE IS NO WAY TO CONTINUE WITHOUT ADDING EXPERT ASSIST**.  This is the last year I'll be using TurboTax. Tricking me into paying more for a product I didn't use is the final straw. I hope Intuit gets sued for this. 

If you are using TurboTax and get the "snag" message:   Make sure the software is updated, if using a Desktop version. See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies  especially if using Online.  If you are still having trouble, you might also try these steps:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer.   If you have tried ALL of the troubleshooting steps and the issue is still not resolved: See this help article for instructions on how to contact TurboTax customer support depending on which product you are using.  

The instructions above are based on the scenario of you receiving either a Form 1099-K or a Form 1099-MISC for this income. Since you have not received those forms, and I don't believe you should, you are correct that the way you filed this 'income from ticket sales' in the prior year is the way you want to report this income in the current year: Investment and Savings menu > to federal Form 8949. Here are the steps in TurboTax Online and Desktop:   Open (continue) your return, if it isn't already open. In TurboTax, search for 1099-B and then select the Jump to link in the search results. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2025? If you see Here's the info we have for these investment sales, select (+) Add More Sales. Answer NO to Did you get a 1099-B or brokerage statement for these sales?  Follow the prompts from there to enter your sales transactions for the current year.

Thank you so much for your reply ReneV4! Sorry for delay in responding.   Just to clarify, since the 1099-INT was in my dad's name and SSN, would *he* (or his estate?) be the nominee, rather than me?  So when I get to the statement "I received all or part of this interest for someone else (I am a nominee) on *my return*, would I not select that option and instead chose None of these apply or something to that effect?   Perhaps that statement (...I am a nominee) would be more applicable to select on my dad's return for 2025 tax year?  Thank you in advance for clarifying.