All Get your taxes done using TurboTax posts

Re: I’ve been trying to to sign and submit

mesquitebean — Tue, 14 Apr 2026 04:02:32 GMT

Or is it this?

Are you trying to efile a 2025 return in Online TurboTax, and it's asking for your 2024 AGI to verify your return? If that's what you are referring to, and if you did not file a 2024 return, then you would use a 2024 AGI of 0 when efiling your 2025 return.

On a signature page, it will also ask you to choose a 5-digit signing PIN, which can be any 5 digits of your choice, except cannot be all zeros. It will be on a page with today's date and your birth date.

I do not have one of my W-2s due to a variety of events. Can I file and update later once I get ahold my additional W-2?

jonathan-42-davis — Tue, 14 Apr 2026 03:59:28 GMT

I have worked for several companies over the last year, and this one is the only one that does not "share" with Intuit. As I don't have a current paper copy, and I don't have intranet access for this company system any longer, I can't simply log on and get the form. Can I file my taxes and then addend them later? Or should I just file for an extension? I have no idea how long it takes the company to process and send forms.

My federal tax amount imported $1,000 less onto my State of MO income tax form - can I manually change it?

thesixxpack — Tue, 14 Apr 2026 03:58:37 GMT

I imported my 1099-B from Schwab but it is not properly calculating the proceeds from my covered calls

blogan5291 — Tue, 14 Apr 2026 03:58:01 GMT

Federal review: Schedule E Worksheet indicates "QBI At Risk Op Loss must be entered.", when I type a value and click "continue" it returns to the sheet with same error.

tt2025issues — Tue, 14 Apr 2026 03:56:38 GMT

I can't get past the "QBI At Risk Op Loss" error. There's a text entry box for QBI At Risk Loss, but when I enter the value and click 'continue' the page reloads and no value is in the QBI At Risk Loss box. I can't continue and there's nothing else I can edit.

Re: "Expert" cancelled without cause! Full Service

SharonD007 — Tue, 14 Apr 2026 03:55:47 GMT

We can't help you get to an expert in this forum.

you can contact TurboTax by following the instructions in the TurboTax article What's the TurboTax phone number? To discuss further with a representative.

How to enter residential energy tax credit info and ev charging info for Oregon tax credit?

carolnevin — Tue, 14 Apr 2026 03:53:41 GMT

I don't see anywhere to enter energy information for tax credits in Oregon. How to do that?

How do I fix a rejected return when using the Desktop app? The info I am given by TurboTax is to sign in to the online version. I did not submit through Turbotax online.

user17760525318 — Tue, 14 Apr 2026 03:52:31 GMT

Federal return was rejected with the following info - SA-F8936-030-01 - Schedule A (Form 8936), 'VIN' does not match the e-File database. Please resubmit the return using the correct VIN. If the VIN originally entered is correct, then a binary attachment or [GeneralDependencySmall] with description beginning with "Substantiate VIN" must be present in the return. Learn more The "lean more" link send me to a page of reject codes which don't include the code given in the email. Then it has me sign in to TurboTax online - but that just goes to the beginning where it is recommending which product to use. I completed and submitted the tax return through the desktop app - I never used Turbotax online. Where can I get help for this reject code?

turbotax 2024 won't update

user17740502101 — Tue, 14 Apr 2026 03:51:28 GMT

When I installed 2025 in April 2025, I had so may problems, I was unable to even do my taxes. I paid a large amount on IRS Direct Pay and am hoping it was enough. There were very strange things with that install that have never happened before. I had to install Microsoft Visual C+ and 2022 Redistributable.

Now I am trying to update it. why is my turbo tax updater struggling to update? The 1st time it wouldn't do anything and I had a hard time "X'ing" out of it. Then a couple hours later, I tried again. It brought up my administrator identity, saying that it downloaded to my computer. I signed in and gave permission, but it just sat there saying it would take 5 minutes but doing nothing for at least 30 minutes. Then all of a sudden it updated to 22%, 4 minutes remaining. Now it's an hour later an it has gotten to 31%, with 4 minutes remaining. What's wrong here?

Can I transfer all this year's information 2025, from an H&R file to TurboTax?

tom102 — Tue, 14 Apr 2026 03:48:54 GMT

Will Turbo tax open a tax file saved in H&R Desktop tax softwear?

"Expert" cancelled without cause! Full Service

lefel — Tue, 14 Apr 2026 03:44:54 GMT

I am extremely upset. I did load all of the documents into the system, even the documents that the “expert” requested on the same day we spoke. He wanted to file an extension because he claimed he did not receive all my documents, when in fact there are no other documents required. I do not have self-employment income and did not receive a tuition government form, so unable to file those documents. Everything else has been submitted, now I have to wait on hold for another hour to be rematched. This seems unacceptable and I would like this matter resolved right away. An entire day has now been lost with the last “expert.”

And now, when I go to set up another expert call, I am told it will not be until 10pm my time begore someone is available. Please help!

Re: I cannot e-file my tax as the screen keeps rolling. I tried refreshing and restarting my comp...

LindaS5247 — Tue, 14 Apr 2026 03:44:13 GMT

If you can not move forward to e-file your tax return you can try these steps to correct this:

Go out of your program, close your browser and go back in.
Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies?
Try a different Web browser, such as Chrome or Firefox.
Make sure you have allowed local network access by clicking the lock/info icon next to the URL.
If you are using a VPN, disable it.
Make sure your internet connection is strong and stable
Try runing TurboTax as Administrator
Try using incognito mode
Temporarily disable antivirus or firewall software that might be blocking data transmission
If you are using TurboTax Desktop, you can manually check for updates for your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."

Please return to Community if you have any additional information or questions and we would be happy to help.

Schedule K-1 Box 11 Code B Question

in2infinity — Tue, 14 Apr 2026 03:43:51 GMT

I have a Schedule K-1 with box 11 Code B

The provided description reads:

Schedule K-1, Box 11, Code B - Excess Deductions; Non-Miscellaneous Expenses

Adjusted total income from 1041, line 16 -1000

add: net capital loss 100

allowable excess deductions on termination -900

Less:portion attributable to section 67(e) expenses : 100

allowable excess deductions - code B -800

Beneficiary's portion: 267

Instructions say to put this as a non-miscellaneous deduction on schedule A. I believe that I would apply the beneficiary portion ($267) somewhere, but I don't understand where. Since it's non-miscellaneous I would assume that it's should be applied to a specific type of deduction, (interest deduction, tax deduction, etc.) but there's not further clarification given.

Re: I do not want to upgrade, I selected for the free version only. I alreay restarted once and c...

LindaS5247 — Tue, 14 Apr 2026 03:41:46 GMT

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.

Please see: How do I remove TurboTax Expert Assist?

You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?

You can review your fees in TurboTax online as follows:

Go to the left side on your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up
Click on "My Fees" to see a summary of your Turbo Tax Fees.

Follow these steps to downgrade to a different TurboTax Online product:

Open your return if you haven't already.
In the left menu, select Switch Products.
Select Downgrade.

You could also try calling TurboTax Customer Service: Turbo Tax Customer Service

What if I don’t want to use Expert Full Service anymore?

If you have additional information or questions regarding this, please return to Community and we would be glad to help

Re: EDIT EST Payments

SharonD007 — Tue, 14 Apr 2026 03:34:56 GMT

Estimated tax payments that you paid towards your 2025 federal or state taxes will be entered in the Deductions & Credits Section of TurboTax. Follow the instructions below to edit your payments:

Go to the Deductions & Credits Section
Select Estimates and Other Income Taxes Paid
Select Start under estimated tax payments
Select Start next to the type of estimated tax payments that you made.

For TurboTax Desktop:

Go to Federal Taxes
Go to Deductions & Credits
Select Estimates and Other Taxes Paid
Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.

Refer to the TurboTax Help article Where do I enter my estimated tax payments? for detailed instructions.

Re: My child is eligible for a Trump account. I was not asked if I wanted to open it when filing my return. Whats should I do?

torobert222 — Tue, 14 Apr 2026 03:33:28 GMT

Open an account online.

https://trumpaccounts.gov/

Re: my w-2 is incorrect. I will possibly not be able to get a corrected w-2 before April 15. how ...

SharonD007 — Tue, 14 Apr 2026 03:32:33 GMT

Refer to the IRS article What to do when a W-2 or Form 1099 is missing or incorrect for more information.

You can also file an extension until you receive the corrected W-2 Form.

The extension gives you until October 15, 2026, to file your taxes without getting a failure to file penalty. You don't get extra time to pay your taxes so you must pay any taxes that you may have that are due by April 15, 2026, so you won't be assessed the failure to pay penalty.

Refer to the TurboTax Help article How do I file an IRS tax extension? for instructions. If you need to file a state extension, review the article How do I file an extension for my personal state taxes?

Re: EDIT EST Payments

torobert222 — Tue, 14 Apr 2026 03:30:57 GMT

To enter estimated tax payments in TurboTax, navigate to the Deductions & Credits section, select Estimates and Other Taxes Paid, and choose Estimated Tax Payments to enter your quarterly payments. This ensures payments made to the IRS (and state) are credited to your 2025 return, preventing underpayment penalties

Re: New 1040 Box - Main home in US for more than half of 2025

SergFL — Tue, 14 Apr 2026 03:32:22 GMT

@CatinaT1 Okay.

If USCIS officer asks at naturalization interview why you claimed to be out of the US for more than 6 months in 2025 / a non US resident, should I refer him/her to your answer, please ?

Re: My child is eligible for a Trump account. I was not asked if I wanted to open it when filing ...

LindaS5247 — Tue, 14 Apr 2026 03:30:33 GMT

Children born from 2025–2028 and who are U.S. citizens are eligible for the one-time $1,000 deposit from the U.S Treasury once their Trump account is created.

This doesn’t count toward annual contribution limits. Some children, even those born outside 2025–2028, may qualify for other automatic contributions through private donations.

You will also be able to open an account at trumpaccounts.gov starting in the summer of 2026.

A Form 4547 is used to initiate the "Trump Account", with contributions that will start in July 2026. The Trump Account is for children under 18 with a valid SSN. The contribution is a $1,000 contribution for children born between Jan 1, 2025, and Dec 31, 2028.

Click here for What are Trump accounts?

Click here for The $1,000 Head Start: Is Your Child Eligible for the New Savings Account?

Click here for Form 4547.

Please return to Community if you have any additional information or questions and we would be happy to help.