Other financial discussions

Join TurboTax Community: Your Tax & Finance Guide for Credit Karma Members!

As you may know, getting your free credit scores through Credit Karma is just one part of your financial journey. Although understanding your credit score is crucial for making important decisions, it’s just one part of the puzzle in managing your fi... read more

Getting Over Bad Money Decisions

Last week, on the Turbo blog, we talked about ways to forgive yourself and move on from past financial mistakes. CFSW, Marsha Barnes, shared five key ways to move on and get better with your money: 1. Recognize previous spending behaviors and forgive... read more

Filing jointly or separate to avoid IRMAA ?

My wife & I are both retired and took our RMDs. She made about $42,000 and I made about $172,000.So, our MAGI is about $214K to $220K filing jointlyAs our joint income is expected to surpass the standard threshold for Medicare standard premium and IR... read more

Do yall do holiday loans

Purchasing personal items to sell through LLC

I have a small business (LLC) where I am able to sell used (and new) items. I have some relevant stuff I own personally that I'd like to sell through the business. Can I pay myself through the company checking account (I would write a biz check) for ... read more

TurboTax 30% off discount not working?

I got an email from Intuit where they apologized for canning ItsDeductible (and so they should, lol). In return, they said, I was eligible for a 30% discount on my next purchase of TurboTax. But when I use the sign-in link they provide me with, a mes... read more

Can I return some IRA distribution after taking it

I am 75 and I got a windfall this year as I got a year of backpay for my SS spousal support that will raise my Medicare Premium Part B in 2027 because of IRMAA. Look like my 2025 Magi will just past the standard IRMAA threshold, I figured out it woul... read more

Desktop Software Billing

I've requested twice to get a refund on the desktop software. No response from Customer Service. I am hold (for 46 minutes) trying to contact Customer Service. Is there some other way to contact Turbotax and get help?I don't want to have to do a char... read more

need the customer service phone number

need to speak to a live representative..what is customer service number

ROTH Conversion and Pro Rata Rule

My husband and I are considering converting our remaining 4 Traditional IRA accounts to Roth this year. Two of those accounts are nondeductible accounts (earnings are taxable) and the other two are traditional deductible accounts. We have converted s... read more

The room and board invoice is less than the listed Cost Of Attendance. Up to what amount (from these two) can I use my 529 funds for?

The college website lists the different Costs of Attendance for the different scenarios (Lives w/ Parents, Lives On Campus, Students w/ Dependents). My son stays on campus and is in his first year. The college website says that the cost for Housing a... read more

Taxable income

Are the payments to repay a loan for equipment our company received considered taxable income for the company

TurboTax Desktop software for tax year 2025 onwards will not be compatible with Windows 10 operating system.

Microsoft WILL support Windows 10 for another year. how about providing Turbotax Desktop support for the additional year also?

Uncollectable judgement

I won a lawsuit against a roofing company for a bad roof job. The settlement was 150k with 8% over 10 years. They claimed bankruptcy and I hired a bankruptcy lawyer. He just told me that we wouldn’t receive anything and they I could claim it on taxes... read more