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How Do I Amend My Taxes? Form 1040X & State Amendments

The two most common reasons to amend your tax return are that you realized you made a mistake or you received a new tax form after you filed. Other common reasons are using the wrong filing status or claiming/not claiming a dependent. Whatever your r... read more

For 2025, the IRS is introducing a new code Y for QCDs

The draft 2025 Instructions for Form 1099-R introduce a new code Y for IRA custodians to report distributions made directly to a charity that are intended to be QCDs. This means that 2025 TurboTax will need to make changes to accommodate this new cod... read more

$64 for state filing fee

This is the year you've lost me as a customer

Schedule E error not accepting passive loss

I am on a Mac using Turbotax Home and Business version 2024.r25.036The system will not accept the 2023 number for operating loss. It says "Sum of losses in individual years should not be greater than the total loss (-18076). If I enter -18076, I get ... read more

Selling rental property owned by estate

My mom has a rental property in her trust, she passed away in 2024. The rental is still in her estate, not yet transferred to me yet. The rental was appraised at $500,000. 1. If we keep it in the estate and sell for $500,000, will there be any capita... read more

tax payment worksheet double counting federal tax payments

TurboTax Tax Payment Worksheet double counted federal tax payments on line 1 and again on line 6. TurboTax applied a 2023 tax (refund) over-payment as the first (04/15/24) estimated tax payment on line 1. TurboTax again applied the same amount as "Ov... read more

Unable to obtain my 1 free 2024 Audit Defense Benefit as a Turbo Tax advantage member

I can't order my free Audit Defense despite reaching out for customer service support multiple times ,4/25/2025 I became a Turbo Tax Advantage Member in 2024 but I have been a turbo Tax customer since 2009 . The problem is I am unable to claim the Au... read more

When I try to activate the free Audit Defense benefit in TurboTax Home and Business 2024 on line, it asks me to pay $60 instead of free. Can someone provide a solution?

I received an email from Turbo Tax instructing me to activate my Free Audit Defense benefit by April 30. However, when I follow the instructions in the email try to activate the Free Audit Defense benefit, it asks me to pay $60 instead of free. I thi... read more

Turbotax instructions are wrong for CA 8453-OL

Turbotax says:Sign and date Form 8453-OL within 1 day of acceptance. The official CA FTB instructions https://www.ftb.ca.gov/forms/2024/2024-8453-ol-instructions.pdf say:Sign form FTB 8453-OL after you prepare the return, but before youtransmit it.