All Posts

Similar situation here:   Working in 2025 TurboTax BUSINESS, and now ready to purchase/download the STATE returns for CA & MS.  The page says to hit "Confirm" to begin the purchase process; the pop-up page says ~"Hmm...we've hit a snag. Try back later."  Spoke with a two different [helpful] rep's over the last several weeks who had me do all the usual 'delete cache' and 'uninstall and re-install' etc.  Nothing.  Their conclusion:  those State programs must not be ready, but even they weren't sure.  If true, when will they be ready?   Anyone else having this issue?  Suggestions?     

To verify your TurboTax confirmation purchase, you can do this:   enter to your Intuit Account. Select Tax Home screen. Click on your Your Tax Return and Documents (review the Receipts part). Also, your bank transaction history works as proof of your purchase.   On the other hand, any update authorization will be recorded in your PDF documents. Try the next steps:   Sign in to the TurboTax website. Go to the Tax Home screen. Scroll to Your tax returns & documents to view your tax year. Select Download/print return (PDF) for your records.  For further additional information, click in the link below:   TurboTax Full Service  

We do not know what "this" means to you.  We cannot see your screen or the tax document in front of you.   If you are entering a 1099R for a pension, you are entering the amount you got for the year.  Do you have a 1099R?

Thank you for continuing to help me solve this.....so I actually have two 1099-R forms. One 1099-R is due to a traditional IRA  to Roth conversion and yes I did answer all the questions it posed to me where I said all went to Roth,  and I also have another that was from the same traditional IRA withdrawal to my personal account and I also answered all questions. In both cases, Turbo tax says I owe nothing which is not the case. Please know that last year i had the same situation for the IRA to Roth and it did it fine and the input on the boxes were the same except the amount in line 1 and 2a. I am beginning to think there is a bug in the tax software. 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button

@dsheft Click on Forms in the upper right of the desktop program screen using Windows.  (TurboTax menu on the left if using a Mac) When in Forms mode, click on Open Form at the top left of the page.  Type in what-if.  Click on the result to open the  What -If Worksheet.  

Was it the code for the Desktop installed program or for the Online version?    The Desktop program can do unlimited returns and efile 5 federal for free.  You can install it on 5 computers you own.  To do another return go up to File - New tax return.   

If you paid estimated taxes during 2025, they get entered on the federal return section.  TurboTax will transfer the credits to the appropriate state return.     TurboTax Online/Mobile: Go to estimated tax payments under Deductions & Credits. TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid.  Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates. If you paid 2025 estimated taxes in 2025, you'll enter just one amount for each state or locality.  Where do I enter my estimated tax payments?

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

Do you and your dad live in the same household?    If one of you has the desktop download software, that software can be used for five e-filed federal returns and the associated state returns---just by clicking New Return on your computer.   You do not enter a code every time you use desktop because the software is on your own hard drive.   

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button

See this for the TurboTax fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US   See this for removing TurboTax fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US

Thanks for your explanation.  There is nothing in box 4 of the 1099R.  The first that I saw the $1,000 being withheld was when I did my taxes through TT.  The amount in lines 16 and 24 of the 1040 are the same.  There's nothing on line 20.  I did figure out that my taxable Social Security was raised and coupled with the Distribution, if both were taxed at 4.9%, would explain about $500 of the withheld $1,000.  When I do my 2025 taxes I will look at Line 25b to see if $500 is added to the Fed Tax withheld, as mentioned above by AmyC.  If you have any other ideas I would appreciate your input.  Thank you so much!