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TurboTax Desktop Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

To update your TurboTax desktop software, select Check for Updates under the Online menu (Windows) or the TurboTax 2025 menu (Mac) at the very top menu bar of your screen. If automatic updates fail, see this help article to manually update Windows, or this help article for Mac.   TurboTax will typically ask to run updates when you restart the program after closing it. If you haven't restarted the program for a while, it may take several minutes to run the updates.   @vrzbest   

Follow the steps below:   Log in to your return Go to the Schedule C under Wages & Income In the question Did you have any self-employment income or expenses? answer Yes  Go through that section and make sure you select the categories for your expenses and enter your expense amounts Once you are done going back through your expenses, your summary should show the total income and expenses for your self employed work.     Where do I enter my self-employment business expenses, like home office, vehicle mileage, and supplies? What Is a Schedule C IRS form?

Is the CSV upload option still planned to be fixed in TurboTax Online?? I'm still seeing the message that says "Make sure it ends in .pdf, .jpg, .jpeg, .png". It sounded like there was an update that should have landed by now?

Follow the below instructions to enter your 1099-SSA:    Open (continue) your return in TurboTax. In the search bar (magnifying glass icon), search for the term Social Security benefits and then select the Jump to link at the top of your search results. On the screen Did you receive Social Security or Railroad Retirement benefits in 2025? answer Yes and select Continue. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided. If you received multiple SSA-1099s, add up the amounts for each box and enter them together. Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon). Select Continue and follow the on-screen instructions.   If you need help navigating, the Retirement Income section will look like this in TurboTax Online:     Or, you'll see a section that looks like this for Retirement Income when using TurboTax Desktop:  

If your condo is a rental property, the new HVAC probably qualifies for the Safe Harbor Election for Small Taxpayers.  Here are the details of this election from TurboTax Expert DianeW777's answer to a similar question:   Here are the rules you need to meet to take this election: Your gross receipts, including all your other income, are $10,000,000 or less. Your eligible building has an unadjusted basis of $1,000,000 or less. The cost of all repairs, maintenance and improvements is less than or equal to the smallest of these limits: 2% of the unadjusted basis of your building or $10,000  If you find you do qualify for this option and you want to take the full expense in one year for the HVAC system, use the steps below to enter it in your return.    Open your TurboTax return:   When you come to the screen, Did you buy any items that each cost $2,500 or less in 2024? mark the Yes button if applicable and click Continue. This is reserved for assets that are not part of the building referred to as DeMinimis Safe Harbor (DMSH) separate and distinct from the building capital improvements. On the screen Let's see if you qualify to deduct these items as expenses, mark both of the Yes buttons and click Continue. On the Now, let's review each item you bought screen, mark whether all your new assets cost $2500 or less. If you mark that every item cost $2,500 or less, you will be brought to the Rental Summary screen.  You have elected the De Minimis Safe Harbor provision. If you mark that some cost above $2,500, you will be asked Did you make improvements to rental in 2024? If you say Yes, you will be taken through the screens for the Improvements election. If you say No, you will see the screen Do you have any items that aren't covered by your elections?  Proceed through the screens to enter these assets. On the Rental Summary screen go to the Expenses section and click on the Start/Update box. Continue to the Any Other Expenses? screen and enter the description and amount paid for the assets. Click Continue when finished. If you do use the Safe Harbor Election for Small Taxpayers, be sure to keep all records because these expenses will lower the cost basis of your property when you sell in the future.   IRS definition of Structural components (for your review): Parts that together form an entire structure, such as a building. The term includes those parts of a building such as walls, partitions, floors, and ceilings, as well as any permanent coverings such as paneling or tiling, windows and doors, and all components of a central air conditioning or heating system including motors, compressors, pipes, and ducts. It also includes plumbing fixtures such as sinks, bathtubs, electrical wiring and lighting fixtures, and other parts that form the structure. 

This year was the worst experience I have ever had filing my taxes. After filing for 58 years that says a lot. I was told Turbo Tax was the way to go. Never again, they over charged me and added fees that I didn't agree to. Now they said there was nothing I could do about it. The BBB and Attorney Generals office will be getting copies.

If you have completed the Delaware nonresident state tax return first, follow these steps:   Check that the income is not double reported on your Pennsylvania return: In the PA State Interview, go to the Income and Adjustments section. Look for a Compensation Summary page. If you see two lines for the same employer (one PA and one DE), edit the DE line. Mark it as "non-taxable in PA" to prevent doubling your income. This ensures the credit applies to the single, correct income amount.   If it is still not being subtracted, try this: In the PA State Interview, navigate to Taxes and Credits. Look for "Credit for Taxes Paid to Another State" Check that TurboTax has entered the Delaware tax paid here.  

Here in the Community, we are happy to answer users' questions in this forum, but we don't have access to telephone agents. Please see the information below and in the referenced help article. If, after reviewing this information, you still need live assistance, please see this help article and this one for instructions on how to contact TurboTax customer support depending on which product you are using.   In many states you can file a joint federal return in TurboTax even if living in separate states, but you will likely need to file separate state returns. Each state has its own rules regarding this topic. For example, Arizona allows couples to file separately even if they filed a joint federal return, whereas Colorado does not. California doesn't allow it either, with the exception of active-duty military and certain nonresidents. Before proceeding further, make sure this is allowed by your state's tax laws.   Use one address for the federal return, then prepare "mock" separate federal returns in TurboTax to correctly generate each state's filing. See this help article for detailed, step-by-step information.  

Claude and Gemini have both shared the following about the error I'm getting in the 5329-T form: The "Red Box" is a known TurboTax bug The reason Line A in the Waiver Smart Worksheet stays red even after you type the explanation is that the 2025 TurboTax Desktop version has a saving error. The Glitch: When you enter an explanation in Forms Mode, the software fails to "commit" that text to the database. It sees a waiver amount but no explanation, so it keeps the line red to flag it as "incomplete". The "Interview" Failure: You weren't getting the prior-year prompt because the 2025 interview logic is currently failing to trigger for Inherited IRAs when the 1099-R code doesn't explicitly flag a correction.

Thanks.  After working with a TurboTax CS agent, I found out that even if you click the “Bailey” box on the Federal 1099R screen, the 1099 amount isn’t applied to the State taxable income until the very end of completing the STATE tax form.   So….an incorrect state tax amount is shown until the very end of the process.

Print your return and then Ctrl + F search for "Schedule D" and (if applicable) "8949" to see how your capital gain/loss income is being calculated on the form(s). To print:    To see or print a PDF of your tax return, select your product and follow the instructions. TurboTax Online Open or continue your return. Select Continue or Start on Tax Home to enter your return. Select Tax Tools from the menu. Select Print Center, choose Print, save, or preview this year's return, and follow the instructions. If you haven't yet paid your TurboTax Online fee (or registered, if you're using a free version), you'll need to do so before you can save the PDF. TurboTax Desktop Open or continue your return. Select File. Select Print/Save for Your Records. Choose to either Save As PDF or Preview Print Copy.