All Posts

I had the same problem on my new M5 MBP. Premier launched seemingly okay, but wouldn't import last year's return and, after inputting personal info from scratch, wouldn't save the file. None of their help files were of any help. On the verge of panic, I found this posting and it was exactly what was needed to resolve the issue. Thank you!!

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.

If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

@alicechoo7  The T1198 isn't an income slip, it's a request to take the income from the T4 and/or T4A and use a special tax calculation to tax the retroactive payments in the way they would have been taxed if you had gotten them in the right year. If you didn't get a completed T1198 from your employer, then you should have gotten a letter with the information needed to fill out the T1198.   FYI: you only have to fill out a T1198 if the amount of qualifying retroactive lump-sum payments is over $3000.     If you need more help with this issue, please contact our phone support team.    

I called Tax Audit.  They cancelled my TY2025 membership and let me buy a full statute of limitations membership for $40 which is less than I paid Tubotax for a one year membership.     You may only have 30 days from the purchase date to cancel.     As I noted this is a Turbotax scam.

There is definitely a bug in 2025 Turbo Tax.  Standard deduction is the default, even if itemized is more.  You have to manually select itemized every time you visit the deduction section, or a box gets checked in the Info worksheet to used the standard deduction even if itemized is better.   If you are able to view forms, go to the Info worksheet to make sure that box isn't checked.  I reproduced that 3 or 4 times on 4/ 12/26.  Fortunately I had filed in early March and my IRS transcript shows I had successfully gotten TT to use itemized deduction (about a $800 savings in taxes).  

If you are using TurboTax Do It Yourself (Online), you can get a PDF archive of your return which will have your full return. When you get to the part where you file your return, you'll get the option to download a PDF preview. After you've filed, you'll find a link to the pdf at the bottom of the "Great to see you again!" page.    

It could be related.  The error code you are receiving occurs when a return has already been filed using the same Social Security number of the taxpayer (or spouse, if applicable).  Please see this link for more details on the e-file error code.  You can also check the status of your account directly with the Franchise Tax Board using the MyFTB account option to ensure another return was not filed under your Social Security number.   If you have not yet e-filed your 2025 state return yet but your federal return was successfully e-filed, I recommend following the instructions in the program to fix the error and then try to re-file your California return again. If your federal return was successfully e-filed, then it may be generating the error based upon an incorrect prior year state adjusted gross income amount.  When you get to the file portion of the program, be sure to confirm the amounts for your 2024 California Adjusted Gross Income matches the amounts on your 2024 California return as you originally filed it (Line 17 on the 2024 Form 540) . Don't use the numbers from your 2024 amended state return as it most likely has not been processed yet.   Also see What does my rejected return code mean and how do I fix it for more guidance. If you are still having issues, you may need to mail your state return in by following these instructions.

FYI ...   I installed an update a couple of days ago, having launched TurboTax with administrative rights, and now I am able to run TurboTax without administrative rights. So I no longer have the (minor) issue.

I RECEIVED A LETTER FROM THE IRS/STATE     TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://intuit.taxaudit.com/audit-defense/help/contact     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd

if you mean how do you input ES payments for 2025 filing this is under Deductions & Credits / Estimates and Other Taxes Paid   if using Online the navigation can cause confusion, on the left menu you should have an option for Deductions & Credits Summary and on that screen select "add more tax breaks" to show the list of all the sections or type Estimated Tax into the search box.   if you mean something else by your post please clarify