Product Updates

October 20, 2025,  Keela Robison, Vice President TurboTax [Updated10/27/2025]At Intuit, the security of your personal and financial data is our top priority. Today, we sent a reminder communication to our valued Windows 10 Desktop customers informing them that TurboTax Desktop personal software for tax year 2025 and beyond will require Windows 11 or future operating systems. At the same time, we communicated that TurboTax Desktop Windows 10 business editions would be available for one more year - tax year 2025, after which business customers will need to upgrade their operating system or switch to TurboTax Online. I wanted to share some context on those decisions. On October 14, 2025, Microsoft stopped providing updates, technical support, and security fixes for Windows 10. While they are offering a paid extended security updates (ESU) program for one year (for consumers), it will only cover critical and important updates (more info). Moreover, our analysis suggests that very few

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Welcome! This month’s topic is Finish &  File!    Are you an early filer? Do you wait for tax day in April or are you an extension filer? Does it depend on the year? To reply, sign into your Intuit community account and officially join the conversation!   +++++++++ Share your yearly tax habits to be entered in a chance to win a $100 gift card. A winner will be randomly selected from this thread on April 8th, 2026. WHAT: April Sweepstakes  WHEN: Entries will be accepted from April 1st, 2026. through April 8th, 2026. at 5:00 pm PT HOW: Reply to this thread following the prompt . If you are the winner, we will send you a private message. The winner will be selected at random onApril 8th, 2026. ++++++++

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Welcome! This month’s topic is the W-4!  What was one of your favorite first jobs? To reply, sign into your Intuit community account and officially join the conversation!   +++++++++ Share a bit about one of your favorite jobs to be entered in a chance to win a $100 gift card. A winner will be randomly selected from this thread on May 13th, 2026 WHAT: May Sweepstakes  WHEN: Entries will be accepted from May 6th, 2026  through May 13th, 2026 at 5:00 pm PT HOW: Reply to this thread following the prompt . If you are the winner, we will send you a private message. The winner will be selected at random on May 13th, 2026. +++++++++Feeling stuck? Here’s some resources on the W-4: Join our experts for the May 13th, 2026 Ask Me Anything

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Welcome! This month’s topic is for Self-Employed and Gig Workers!   Share Two Truths and a Lie while working as a small business owner, contractor, or gig worker. To reply, sign into your Intuit community account and officially join the conversation!   +++++++++ Give us three statements about being self-employed or working on a contract or gig (two statements that actually happened and one that didn’t) and we will enter you in a chance to win a $100 gift card. A winner will be randomly selected from this thread on Friday, March 20th, 2026. WHAT: March Sweepstakes  WHEN: Entries will be accepted from Friday, March 13th, 2026  through Friday, March 20th, 2026 at 5:00 pm PT HOW: Reply to this thread following the prompt

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Welcome! This month’s topic is Tax Write-Offs!  What is one item you didn’t realize was a tax-write off…but was? This can pertain to you or your business. To reply, sign into your Intuit community account and officially join the conversation!   +++++++++ Tell us about a tax write off or deduction for your or your business that surprised you and we will enter you in a chance to win a $100 gift card. A winner will be randomly selected from this thread on February 18, 2026 . WHAT: Tax Write-Off Sweepstakes  WHEN: Entries will be accepted from February 6, 2026 through February 18, 2026 at 5:00 pm PT HOW: Reply to this thread following the prompt . If you are the winner, we will send you a private message. The winner will be selected at r

Let’s get clear on the steps, status meanings, and timelines so you can feel confident that everything is progressing as normal, or if you need to do a little follow-up to discover if there’s a reason to take action. Your best bet to avoid any surprises later on is to proactively track the progress every step of the way. That tracking starts right in the TurboTax software and your email. TURBOTAX Pending - Your tax returns were sent to the IRS and state taxing authority (if needed). Now you’ll watch to see if they Reject them or Accept them. This, typically, takes 24-48 hours. Rejected -  Most rejects are for very common reasons such as typos in a Social Security Number.  You should receive an email from TurboTax (keep an eye on your TurboTax account too) that will tell you the reject code or reason. Then simply log in to your TurboTax account, go to your return and select Fix it now or Revisit the section that applies to the reject code. To help, common reject codes and the

  Hey everyone! 👋 I’m currently a "Check my bank app 47 times" kind of person because I’m convinced a magical fairy might deposit a million dollars if I refresh enough. What about you? Are you a disciplined saver or a professional "treat yourself" enthusiast? We’re all out here trying to balance "I need to save for my future" with "but this iced coffee makes me feel like a functional human for exactly 14 minutes." To see where this community stands on the spectrum of financial responsibility, let's play a quick round of Financial This or That. Drop your answers in the comments—no judgment, this is a safe space for our wallets! 💸 The Options:Never checking your balance and hoping for the best OR checking your app 47 times a day like it’s a social media feed.   A $15 artisanal avocado toast that changes your life OR a $1.50 hot dog that you'll regret in 3 hours.   Seeing your savings account hit a milestone OR seeing a "Your order has shipped" notificatio

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Welcome! This month’s topic is New Year, New You!    What financial change did you make in 2025 to set you or your business up for success? Any plans to continue this into 2026? To reply, sign into your Intuit community account and officially join the conversation! +++++++++ Tell us about a successful financial decision you made in 2025 (or planning on for 2026) and we will enter you in a chance to win a $100 gift card. A winner will be randomly selected from this thread on Wednesday, January 14th, 2026. WHAT: January Sweepstakes  WHEN: Entries will be accepted from Wednesday, January 7th, 2026  through Wednesday, January 14th, 2026 at 5:00 pm PT HOW: Reply to this thread following the prompt . If you are the winner, we wil

Would you like to take the overwhelm out of tax-filing? Let’s be honest - tax filing is no fun, and stressing about getting it right is normal. Rest assured, filing your taxes doesn’t have to be super-complicated. Actually, it can be broken down into just 3 simple steps - and a few tips to make it even easier in years to come!  STEP 1 - Gather Financial Records It’s so much easier, and definitely reduces stress, if your financial documents are all together and ready to go. Here’s what’s needed: Gather all official tax forms (such as W-2s, 1098s, 1099s) from brokerages/investments, education, mortgage interest and don’t forget your 1095-A form if your insurance is from the Healthcare Marketplace. Remember, many tax forms are now only available online so you might need to log into your various accounts and download them. Some can even be imported directly into the TurboTax software.  Collect your receipts for childcare costs, charitable donations and out-of-pocket medical cost

The biggest challenge for retirement planning is the mindset that we don’t have enough “extra” to invest. The answer to that part is simple: think of investing in your retirement as a monthly bill you must pay. You commit to an initial amount, and it can change as income increases or decreases. The next biggest challenge is deciding what types of investments to make. Usually, the best and first place people start to invest is a tax advantaged plan like your employer’s 401(k) or 403(b). The reason for that is because those contributions save you taxes right now which make less of an impact on your overall cash flow. If you don’t have access to those, the next most common place is a Traditional or ROTH IRA.  The five strategies below are the very basics, forget the fancy, high-risk  “get rich quick” investments. If you get these down, you’re on track for a financially prosperous and comfortable life in your golden years! But if you do want to “play with your money”, it’s probab

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Welcome! This month’s topic is navigating retirement!  💬 If money weren’t a concern, where would you love to retire? To reply, sign into your Intuit community account and officially join the conversation!   +++++++++ 💬 Tell us about your dream retirement location and we will enter you in a chance to win a $100 gift card. A winner will be randomly selected from this thread on October 22nd, 2025. WHAT: Sweepstakes  WHEN: Entries will be accepted from October 15th, 2025 through October 22nd, 2025 at 5:00 pm PT HOW: Reply to this thread following the prompt . If you are the winner, we will send you a private message. The winner will be selected at random on October 22nd, 2025. +++++++++📅 For answers to your

Filing taxes in multiple states is fairly common these days! People are mobile  - they’re making the big move to their dream location, taking temporary out-of-state jobs, purchasing a short-term rental/vacation home in another state, and traveling for their business. Whatever the reason, filing taxes for more than one state doesn’t have to be scary - it’s actually simpler than most people realize. Not only does TurboTax make it easy, but the scenarios below are going to make it clear for your unique multi-state tax situation. You’ll be confident and ready to go at tax time!  DO YOU REALLY HAVE TO FILE IN BOTH STATES? Maybe - maybe not. Each state has its own filing requirements ranging from states with none at all (because they don’t even have income tax), to those that require filing simply because you’re filing a federal tax return, even if you don’t have enough income to have a tax liability.  To find out if you even need to file in a particular state, it’s best to go

  Update October 8, 2025: The IRS announced that it was furloughing employees. According to the IRS, essential workers will still process e-filed tax returns. A government shutdown can create uncertainty, especially if you filed a tax extension for tax year 2024. If you’re wondering how it might impact your tax return, here are the answers you need. Key Takeaways: File by the deadline: The extended tax deadline of October 15 is still in effect for tax year 2024. E-file for speed: The IRS continues to process e-filed returns and issue direct deposit refunds. Should I still file my 2024 taxes by the extension deadline? Yes. The October 15 deadline still applies, and you should file by this date to avoid potential late-filing penalties. The only exception is if you’ve been granted a specific extension due to a recent federally declared disaster. E-filing is the fastest way to get your return processed, and you’ll receive an electronic confirmation once your return is acce

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Hello and welcome to all our community members!  Are you ready for a chance to win a $100 gift card? If so, this sweepstakes is for you. This month, we’re discussing tax extensions.   Individuals or businesses who need more time to prepare their tax returns can file for a tax extension with the IRS. This extends the typical April 15th deadline to October 15th. There are several reasons why someone might request an extension, including the need to gather more documentation, navigating complex financial situations, or simply wanting to ensure accuracy. A tax extension can reduce stress and provide ample time to complete tax returns accurately and efficiently.  It leads one to ask: Why do tax extensions get invited to parties? Becau

There’s help if you owe! More cash flow is a great thing and can come from an unexpected bonus, a new side job, or some other windfall you didn’t expect. But sometimes there’s an unexpected “tax-filing surprise” that goes along with that extra money in your bank account.  You might have even planned ahead and had taxes withheld or paid quarterly estimates. Yet your new money flow put you into a higher tax bracket and you simply didn’t pay enough to cover it. You guessed it - that tax filing surprise can come in the form of a larger tax liability, and often a balance due. It’s frustrating for sure. Whatever the reason you owe, you have options to pay your balance due…or even negotiate with the IRS if you truly are in a financial hardship.  Keep in mind that you must first file your tax return in order to use any of the options below.  Simple Payment Plan - The Simple Payment Plan is a fairly new option as of March, 2025 and most people will qualify for it. You must owe l

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize.   ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++     A friendly welcome to our new and returning community members!    We’re excited to share another sweepstakes and another chance to win a $100 gift card with you. This month, we’re discussing investing.     Investing can be an exciting journey, whether you're diving into stocks, exploring crypto, or researching other opportunities. Some investors thrive by taking risks, while others prefer a more cautious approach. This month, we’re curious: What does investing mean to you? Do you focus on traditional investments like stocks and bonds, lean into emerging markets like crypto, or avoid investing altogether? Share your thoughts or experiences below to enter our sweepstakes and get a chance to win a $100 gift

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize.   Welcome to our new and returning community members!    We’re very excited to share another sweepstakes and chance to win a $100 gift card with you. This month, we’re discussing Tax Due, Penalties, and Refunds.    Tax Day is less than 2 weeks away!  And you may have just let out a big sigh of relief knowing you’ve got your filing out of the way OR,  if you’re anything like me, you’ve been avoiding this moment until now because you’ve worked multiple jobs, have a pile of 1099’s that waited for and a year’s worth of bank statements to comb through so you can make the most of your deductions.  You may be unsure whether you’ll owe or not and the anticipation of filing may seem to be more anxiety inducing than anything.  It’s okay!  Breathe. We’re here to h

This sweepstakes is now closed. ******************************************************************************* To all our new and returning community members - Welcome!   We couldn’t be happier that you are joining us this month, and we are excited to offer another sweepstakes opportunity to win a $100 gift card. The topic for this month’s session is Tax Breaks for your Side Gig.   If you have a side gig, it's important to know that there are specific tax breaks that can help you keep more of your earnings. From freelance work to selling crafts online, various deductions can apply, such as costs for materials, advertising, and even certain travel expenses. Knowing what you can deduct helps you maximize your profits.   Have you ever discovered a tax benefit related to your side hustle that made a big difference? Post a Comment to be able to win a $100 gift card, a winner will be randomly selected from this thread on July  2nd, 2025.&nbs

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize.   To all our new and returning community members - Welcome!   We couldn’t be happier that you are joining us this month, and we are excited to offer another sweepstakes opportunity to win a $100 gift card. The topic for this month’s session is Tax Law Changes & Forms (2024).   With the introduction of new Tax Law Changes & Forms for 2024, it's crucial to stay updated on how these could impact your filing process. Whether it’s changes in tax brackets, deductions, or new forms related to specific types of income or credits, understanding these changes is key to maximizing your returns.   Tell us about a time you encountered a new tax form or a change in the tax law that caught you off guard. Alternatively, if you’ve always managed to stay ahead of the curve, share your secret to be

It’s hard to believe, but some people just don’t find joy in tax preparation. And if a mistake is caught or there are missing documents, that makes for an even less joyful task! If that’s you, you’re probably also wondering if you really even need to amend. Can you just skip it? The truth is not all changes require filing a tax amendment (Form 1040-X).  It’s a happy surprise to many that if there’s a change that doesn’t affect your tax bottom line, you really don’t need to prepare and file that amended tax return. As a matter of fact, the IRS prefers you don’t (in most cases). Whew! You also don’t need to amend if you received an IRS or state taxing authority “love letter” telling you they adjusted your tax return. Instead, follow the instructions on the letter. Of course, always verify the letter is authentic and any corrections they made are accurate to your situation. Here are few other reasons you don’t need to file an actual tax amendment - but still need to take some action

Thank you so much to everyone who participated! We appreciate you sharing your experiences with our community. A winner will be randomly selected and contacted to claim their prize.   To all our new and returning community members - Welcome!   We couldn’t be happier that you are joining us this month, and we are excited to offer another sweepstakes opportunity to win a $100 gift card. The topic for this month’s session is Deciphering Your Tax Forms.   Depending on your form ( 😉 ) of employment, insurance coverage, or things like loan forgiveness, you might receive one or more Tax Forms that are important to understand. Maybe this is the first time you are dealing with one of these forms, or maybe you just need a refresher to make the most of your filing.    To be able to win the $100 gift card, comment on this post telling us about a time you were surprised to receive a tax form that you didn’t know applied to you. (Or, if that’s never happened to you,

There’s an entire world of tax reporting forms beyond the most famous of all tax forms, the W-2 Wage and Tax Statement. All of them serve a purpose - and most are to let the IRS know what they should expect to see on your tax returns. Some increase your taxable income, while others can help you get incredible tax deductions!  It’s not practical to list all of the forms the IRS has created, but let’s see if we can sort through some of the most popular ones and include links with more information to help you understand them better. INVESTMENT AND BANKING FORMS 1098, Mortgage Interest Statement 1099-B, Proceeds From Broker and Barter Exchange Transactions 1099-DA, Digital Asset Proceeds from Broker Transactions (coming for Tax Year 2025) 1099-DIV, Dividends and Distributions 1099-INT, Interest Income 1099-OID, Original Issue Discount 1099-S, Proceeds from Real Estate Transactions 1099-PATR, Taxable Distributions Received From Cooperatives SELF-EMPLOYMENT OR MISCELLANEOUS “OTHER” IN

"Money, pardon the expression, is like manure. It's not worth a thing unless it's spread around, encouraging young things to grow,” according to Barbara Streisand’s character, Mrs. Dolly Levi, in the 1969 musical, Hello, Dolly! Life’s recurring theme of attracting and giving love and money is something that we’re all familiar with.  The reality being that we often find insecurities in these areas that really need care and nourishment.  In the film, Dolly, a widowed matchmaker, has the ability to magically spread both money and love around, from Yonkers to New York City using her charm, wit, and connection to people, having no money at all! Consider this and let us know:  If money wasn’t an issue, how would you use it to help others in your community and encourage growth?  How do YOU wish you could spread this kind of wealth around in a world where it is so very needed? Feel free to chime in below!

Claiming dependents are definite tax return perks as they can provide huge tax breaks! So it would be quite a surprise if your tax return is rejected simply due to claiming your precious kiddo - especially if you’re the one entitled to claim them. Even if you did everything right, it could happen to you. If your tax return is rejected due to someone else using your dependent’s Social Security number, it might be as simple as a typo in a Social Security number (either by you or the other person). Or maybe the other parent thought it was their year to claim your child and they filed first. Sometimes your dependent files their own tax return as an independent - and, of course, they didn’t run it by you first. You typically learn of the e-file rejection via an email with a reject code of IND-507-01. The 01 at the end means it’s the first dependent listed on your tax return. If you had a second dependent whose Social Security number was the reason for the reject, the code would be IND-