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Twin 1
New Member

Stop when there’s no refund

Why doesn’t TurboTax stop the process when entering information while filling and it’s showing no refund?  This way if you don’t need to file you don’t have to pay your fees especially for seniors on social security.  If I knew I didn’t qualify for a refund I would not have used your product and save the processing fees.

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4 Replies

Stop when there’s no refund

Going forward----if Social Security is your only income, you are not required to file a tax return unless you have a 1095A for marketplace health insurance.   Or if you have some other income besides the SS, you might need to file:

 

You need to file a federal return if half your Social Security plus your other income is

 

Single or Head of Household      $25,000

Married Filing Jointly                  $32,000

Married Filing Separately            $0

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Stop when there’s no refund

And....

Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site

 

https://apps.irs.gov/app/freeFile/

 

Or—if you live in certain states you may be eligible to use the new IRS Direct File

 

 

In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming. 

 

https://directfile.irs.gov/

 

https://home.treasury.gov/news/press-releases/jy2629

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rjs
Level 15
Level 15

Stop when there’s no refund

Having no refund does not necessarily mean that you do not have to file. The filing requirements do not depend on whether you are getting a refund. And there are reasons to file even if you are not required to. TurboTax cannot assume that if there is no refund you do not have to file.


You can go to the following link on the IRS web site to determine whether you are required to file.


Do I Need to File a Tax Return?

 

Stop when there’s no refund

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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