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I am trying to access my 2024 returns which were rejected last year, it is March 2025 now.
I bought a copy of Turbotax desktop version from a 3rd party online vendor. I downloaded it and activated it with the supplied activation code. I entered my income tax details and tried to file my ta... See more...
I bought a copy of Turbotax desktop version from a 3rd party online vendor. I downloaded it and activated it with the supplied activation code. I entered my income tax details and tried to file my taxes. I could not get to the screen where you enter your credit card to pay for filing the state tax return. I contacted Intuit and the 1st level support person (who was very patient) tried several things which did not solve the problem. She contacted their 2nd level support. That person immediately asked me for my activation code. He said this activation code was on a list of bogus activation codes. Apparently, the software vendor was reusing these codes. The code works to activate the program but not for anything else. I then contacted the software vendor's support and got a different activation code and replaced the one I was using. I was then able to file my state tax return after entering my credit card to pay Intuit the $25 fee. Note: had I not gotten a new activation code, I would still have been able to file my federal return since it is free. If I hadn't gotten help from the software vendor, I was preparing to print out my state tax return and mail it in. Beware of purchasing Turbotax from a 3rd party vendor, especially one that seems to be selling it very cheap. Also, I hope that Intuit informs their 1st level support people with the solution to this problem.
for what it's worth, we deleted just the Person on Return worksheet, then unchecked the school era and reran the whole thing -- that was enough to be able to file it.
Just on Box 9 of 1099-DIV. Nothing was reported in 1099-B.
Can you clarify this situation. A letter 5071C from the IRS is a notice requesting identity verification. The bank acount will not resilve this issue. You must read and follow any instruct... See more...
Can you clarify this situation. A letter 5071C from the IRS is a notice requesting identity verification. The bank acount will not resilve this issue. You must read and follow any instructions on the form. see the TurboTax article: I got a 5071 letter from the IRS
I did the 3/27 update and TurboTax is still treating it as taxable for me.  It didn't ask me about any of the qualifying conditions so the form shows that the conditions have not been met.
If you are using TurboTax and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update if using a Desktop version. Reboot y... See more...
If you are using TurboTax and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update if using a Desktop version. 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. If you are using a VPN, try turning it off and connecting directly to your internet provider. Clear cache and cookies    If you are still having trouble, and you are using a Desktop version, 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. @Bulldawg7 
Thanks for your help.  Stepping back, neither TaxSlayer nor Turbo Tax identify the non taxable PA dividends as Municipal Bonds in PA or Government Bonds but simply sum the two together.  It was easie... See more...
Thanks for your help.  Stepping back, neither TaxSlayer nor Turbo Tax identify the non taxable PA dividends as Municipal Bonds in PA or Government Bonds but simply sum the two together.  It was easier to find the solution in TaxSlayer because I had access to fairly extensive documentation for AARP volunteers and many other semi experts who volunteer along with me.  Seems Turbo Tax is getting a little less user friendly over the last few years, but that's just one person's opinion.    
Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online v... See more...
Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.
I have the exact same issue online. This is not good at all. BTW there are also obvious spelling and grammar issues in the pages that lead up to that page. It seems like the quality of TurboTax has g... See more...
I have the exact same issue online. This is not good at all. BTW there are also obvious spelling and grammar issues in the pages that lead up to that page. It seems like the quality of TurboTax has gone way downhill this year. There is no way I am submitting that form because it clearly says that it will be transmitting the federal taxes. Did y'all lay off a bunch of software engineers and decide to do this with AI?
I want the full installers of the various Turbotax years I've used in case I need to reload them to access older returns - and I want the updates/patches too so that when I do so (even if Intuit no l... See more...
I want the full installers of the various Turbotax years I've used in case I need to reload them to access older returns - and I want the updates/patches too so that when I do so (even if Intuit no longer has those versions available) I can install at least the version I created my returns with.   Intuit used to provide CDROMs; and we could download the patches as executables (remember perrelpatch?). But now we download what appears to be a web installer. In 10 years when I need to re-access a business return (not necessarily for tax reasons, but maybe for a lawsuit) I want the have the software that I paid for available onsite. I don't want to depend on Intuit retaining old versions and patches.   This applies to business, home& business, premier, and deluxe, all of which I've used at various times and for various entities; in my case, all Windows editions. I have my activation keys; but in later versions I do NOT have an offline (meaining NOT WEB BASED) installer.   Please tell me how to do this!!!
To report a 1099-NEC received as a nontaxable insurance settlement (return of capital), you can enter it under Personal Income, Form 1099-NEC. Where TurboTax asks, "What type of income is on your 109... See more...
To report a 1099-NEC received as a nontaxable insurance settlement (return of capital), you can enter it under Personal Income, Form 1099-NEC. Where TurboTax asks, "What type of income is on your 1099-NEC?" you can choose Lawsuit Settlement. In the alternative, you can enter it in Miscellaneous Income, Other Reportable Income.   Then, if all of the amount is a nontaxable return of capital, go next to Miscellaneous Income, Other Reportable Income, enter an explanation and enter the amount again as a negative number.   TurboTax, including the Mac version, is not allowing most fields to be overridden where they are the result of a calculation.    Lawsuit settlements are typically reported on Form 1099-MISC. See this help article for more information.   @BadDNA 
Line 6a on Form 1040 shows the total Social Security benefits you received, while line 6b shows the taxable portion of those benefits. If your Social Security income on line 6a is more than zero b... See more...
Line 6a on Form 1040 shows the total Social Security benefits you received, while line 6b shows the taxable portion of those benefits. If your Social Security income on line 6a is more than zero but the taxable part is zero, you must enter your total benefits on line 6a and enter 0 on line 6b. This means you report the full amount received but indicate that none of it's taxable. Filling line 6b with zero ensures correct tax reporting when the taxable amount is zero.