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New Member
posted Feb 22, 2025 2:30:58 PM

Live chat available?

Need to speak to someone, or email, but don't want to call

0 17 5966
17 Replies
Level 15
Feb 22, 2025 2:37:29 PM

You can ask your question here on the forum and someone will be able to help you.

 

Or you can try TurboTax support -

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm


Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Level 15
Feb 22, 2025 2:38:08 PM

Email is not one of the ways to contact TurboTax.

 

Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.

 

To call TurboTax customer support

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number.. 

Customer support is available from 5 a.m. to 9 p.m. Pacific time daily

 

https://twitter.com/TeamTurboTax

or

https://www.facebook.com/turbotax

 

New Member
Mar 2, 2025 9:08:34 AM

I am really confused. I originally purchased turbo tax deluxe order # qstca[removed] as I was going to do my taxes as usual and have a tax preparer do and submit a return for our trust fund. Meeting with preparer I was told it would be more beneficial to include schedule k with my personal returns. Since deluxe does not allow for schedule k I submitted and was granted a full refund on deluxe and I ordered and received turbo tax home and business order # qstca[removed] only to discover it also does not include schedule k. My fault for not doing more research. I am with great shame asking for a refund on the home and business desktop software. And my next question is why isn't trust fund filing included with home and business? Seems logical. 

Level 15
Mar 2, 2025 9:14:42 AM

@pfmessinger Do you need to create a Schedule K-1 or do you need to enter a Schedule K-1 on your tax return?

 

If you need to enter a schedule K-1, any of the TurboTax desktop editions can be used.

 

To enter a Schedule K-1

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Business Items (Business Investment and Estate/Trust Income using Home and Business)
On Schedule K-1, Q, click on the start or update button


Or enter k-1 in the Search box located in the upper right of the program screen. Click on Jump to k-1

 

If you need to create a Schedule K-1 for a Partnership or for a  Corporation, then you will need to use the TurboTax Business Edition.  The Business Edition can only be installed on Windows based personal computer or for a higher fee you can use the Live Assist Business Edition on the TurboTax website.  The Business Edition cannot be used for a personal tax return.

Go to this TurboTax website for the 2024 Business Edition - https://turbotax.intuit.com/small-business-taxes/cd-download/

 

Level 1
Apr 7, 2025 10:58:56 AM

I made  $10,744.94 in gains in Forex trading.  My broker is a Virgin Island Broker named OX Securities.

1. They do not provide me with a 1099.  How do I file? I have set up a 1009-Misc.  However, it wants an EIN.  I do not have an EIN for/from them.

2. Form 6781: 12 (C) requires a Date closed or sold.  I have not sold or closed anything.  It remains in my OX broker account.  What do I do here?

3. Form 6781: (a) Name of Contract - Would that be Ox Securites?

4. I have fees that I made to open and maintain the Forex account. Where do I enter information for my fees?

 

I would be very grateful for help on this! Thank you!

Expert Alumni
Apr 7, 2025 11:54:36 AM

First of all, you wouldn't report this until you actually sell or close anything. The only exception is if you have to report these under the mark-to-market rules. These rules say you must treat open positions as if they were sold at fair market value at year-end. This ensures unrealized gains and losses are accounted for annually. if you are not sure whether this applies, chances are you aren't required to report this under marked to market rules. 

 

If you are required,  you will report this as 1256 contract. This would be reported in the Contracts and Straddles section in the investment income section of TurboTax. 

 

  1. As you work through this section, the program will ask  any elections. Here check the box that says straddle by straddle identification. 
  2. The next screen gives a list of contracts and straddles, check Section 1256 contracts marked to market.
  3. The next section will give the choice to enter these as a total or individually.  
  4. The next screen asks for the broker information and gains and losses. There is no EIN in this section. If TurboTax asks for one later, enter 99-0999999.
  5. Because of the Tax Cuts and Jobs Act in 2017, investment expenses are no longer deductible on a federal return but may be deductible on your state return. You can report this under:
  • Go to Deductions and Credits
  • Retirement and investments
  • Other Investment Expenses

Once this is all said and done, a 6781 will be generated reporting your gains as a Marked-to-Market entry. When you enter this information, you can give Ox Bow Securities as a description.

 

As an FYI, if you enter this information like a stock and bond or security sale, remove it from this section on the return. Forex transactions aren't reported in this manner.

New Member
Apr 7, 2025 10:30:33 PM

My Visa card is not going through to complete filing my 2024 tax 

Expert Alumni
Apr 8, 2025 7:38:09 AM

What message are you getting?

New Member
Apr 11, 2025 10:10:00 AM

  • while installing 2021 TurboTax, I received an error message. It reads E:|TurboTax2021|Data1.cab has an invalid digital signature. This may indicate that the cabinet file is corrupt .

please help!

Level 15
Apr 11, 2025 10:14:06 AM
New Member
Apr 13, 2025 3:11:19 PM

How do I add a second license to a turbo tax that is already installed 

Level 15
Apr 13, 2025 3:22:43 PM

@Fplett54 There is no need to add a second license.  Adding a second license does not give you more e-files.  The IRS limit is five federal e-files.    You will not be able to put two 2024 downloads on the same computer--it will not work.   The download you already have can prepare and e-file up to five federal returns and the state returns that correspond to them.  If you have more returns you can print and mail them.

New Member
Aug 9, 2025 6:58:45 AM

hello 

 

Level 15
Aug 9, 2025 7:03:47 AM

@Johnnybgood1959 This is not live chat.   The user forum works like a bulletin board.  Post a clearly worded, complete question and wait for someone to reply.

New Member
Aug 11, 2025 10:08:20 AM

need to amend 2024 tax. been using TT for years but going in circles trying to login. Keeps bringing up quicken which  i don't use anymore.

Ralph [removed]

1369

[phone number removed]

[email address removed]

When it sends out the 6 digits it  sends to [phone number removed]  correct is ******73 

last 4  is 5369

Level 15
Aug 11, 2025 10:16:02 AM

@user17549315027 Please stop attempting to post phone numbers, etc.  in this public user forum.  Anyone using the internet can see your posts, and scammers and identity thieves love to troll here so that they can pretend to call you from TurboTax.   Luckily the filter removed most of it except for your name.  You can edit out your name by going to the three blue dots on the upper right.

 

UPDATE MY ACCOUNT

https://ttlc.intuit.com/community/account-updates/help/how-do-i-update-my-turbotax-account-information/00/25927

 

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)

 

 

See this TurboTax support FAQ for amending a tax return -

 

CURRENT YEAR

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

 

Level 15
Aug 11, 2025 10:17:26 AM

If you are still having trouble with your log in issues then contact support.

 

To call TurboTax customer support

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh