If you've already filed your return through TurboTax, there is nothing to be done right now.  Just remember next year to check out the IRS Free File program to see if you qualify. ... View more

No - You do not need to include Form 1098 with your return.  Just keep it with your records. ... View more

Normally, a person has to be unmarried in order to qualify for Head of Household (HOH) filing status.  However, you can be "considered unmarried" (and therefore eligible for HOH) if you meet the criteria listed in this article:  Can a married person claim Head of Household filing status?   It sounds like you both meet the HOH criteria and, if you do, file using the HOH status.  Don't be scared off by fears of an audit.  If the IRS has any questions, they will send you a letter.  Be sure to keep receipts (rent/mortgage, utilities, etc.) just in case.   Also see this TurboTax article:  Do I qualify for Head of Household?       ... View more

If you did not receive a confirmation e-mail that TurboTax received your return, please check the SPAM, Deleted, or junk mail folders in your e-mail account.     When you log back in to your TurboTax account, you should see the status of your return.  If it does not say that your return was received, try transmitting it again.   You can check the e-file status of your return by clicking here:  Check your e-file status     You can check the status of your refund by going to the IRS Refunds  page. You can click on the Check My Refund Status link or download the IRS2Go app for your mobile device.  ... View more

Yes, you can start with the Free Edition, which is designed for very simple returns.  If your return contains a form or calculation that is not supported by the Free Edition you will be prompted to upgrade.  Please see this TurboTax Help article for more information:  Is TurboTax Free Edition right for me?   ... View more

Please see this TurboTax article for help removing TurboTax Live:  How do I remove TurboTax Live? ... View more

Yes - It is correct to consider that payment for January rent as 2019 rental income for you.  It was received in 2019 by your agent, which means you "constructively" received it as well.  [This assumes that you are a cash-basis taxpayer, rather than accrual.] ... View more

Your best path is to call and speak with a TurboTax specialist about your installation issues.  TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used.  So that we can direct your call to the best person/department to help you: Click on this link:  https://support.turbotax.intuit.com/contact/ Select your TurboTax platform.   Ask your question / state your problem.  Do NOT use the word "refund' or you will get a phone number for tax refunds. Click Submit. On the next screen, choose the Call option and follow the instructions.  You will be given the approximate wait time.   You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.​​​​​​​   ... View more

You are correct --  a nonrefundable credit can only reduce your tax liability but not go below 0.  If your tax liability is zero, you get back any withholding that might have been taken out during the year. ... View more

To import your Coinbase cryptocurrency transactions, please follow these steps:   On the Wages & Income screen, scroll to the Investment Income section. Click the Start/Edit box next to Cryptocurrency. On the screen, Did you sell or trade cryptocurrency in 2019?, click the Yes box. On the screen, Let's get your cryptocurrency info, click the box for Coinbase and click Continue. On the next screen, Let's add your cryptocurrency transactions, you can either drag and drop your CSV file or Browse to the location ... View more