Verify that a free state download was included with the TurboTax you purchased from CostCo.   If you're using the TurboTax CD/Download, you may experience an issue where your state is already downloaded but not showing as installed.  When you try to download your state, you get a message that Your software is up to date with the state product never installing and you're caught in a loop. You could also be prompted to update prior to e-filing and getting a message that says You're up to date.   Resolution To resolve, close TurboTax and then: Download the TTStateCleanup.zip file and save it to your Desktop or other easy-to-find location. Double-click to open the zip folder. Extract the contents of the folder to your desktop and open the extracted folder. Right-click the downloaded file (TTCleanStates.exe) and select Run as Administrator. Select your version (Personal or Business). Select your state from the drop-down menu and choose Remove (if you're having problems with multiple states, choose Remove all States). Once the tool finishes removing the state return(s), close it and reopen TurboTax. Follow the prompts to update TurboTax at the prompt. It should start downloading your state. If it doesn't, click the State Taxes tab and download it from there. If this fix fails: Uninstall TurboTax. Double-click the CD or download file to start the reinstallation process with the following steps: Select Next on the welcome screen. Select I Agree on the License Agreement. On the next screen, where you see the install location, select Browse and change it to the location where TurboTax was originallyinstalled. Normally, it's something like C:\Program Files (x86)\TurboTax\Deluxe 20XX. Select Install after changing the location. Open TurboTax after installation and proceed to your state taxes. If the above steps don't resolve this issue, restart your computer in Selective Startup and run the tool again.     Source: TurboTax FAQ ... View more

No, transportation is not a qualified education expense even if you were required go to the campus of your online class. See IRS Publication 970, Chapter 6, Page 42 & 43, Expenses That Don't Qualify. ... View more

If you received a form 1099-INT, click here. If you received a form 1099-DIV, click here. If you received a form 1099-OID, click here.  ... View more

Just keep checking the status of your stimulus check. Click on  Get My Payment.     ... View more

When you check the status of your stimulus check on the  Get My Payment  portal, you should see your direct deposit information.    Also, check you tax return documents.  It's on Part V of the Federal Information Worksheet. Scroll down the form for payment and banking information ... View more

One possible reason why TurboTax is saying you'll pay less taxes if you claim the lower itemized deduction amount versus the standard deduction is because some  states use the same deduction you took on the federal return.   It's possible that your combined federal and state taxes are less if you use the itemized deduction amount versus using the standard deduction.  There are 12 states and Washington, D.C., that will allow you to itemize on your state tax return only if you itemize on your federal.   Those 12 are Colorado, Georgia, Kansas, Maine, Maryland, Missouri, Nebraska, North Dakota, Oklahoma, South Carolina, Utah and Virginia. Source: CNBC ... View more

If you're using TurboTax Online, to delete Form 4852, Substitute for Form W-2, Wage and Tax Statement, see How do I view and delete forms in TurboTax Online?   If you're using TurboTax CD\Download, to delete Form 4852, Substitute for Form W-2, Wage and Tax Statement, see How do I delete a tax form in the TurboTax CD/Download software?    Additional information: Where do I enter a 1099-B? ... View more

Even though you didn't take it out, when you got the money you had 60 days to roll it over into a retirement account. If you didn't roll the money into a retirement account, you have to pay taxes on it and you may have a 10% penalty. You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax: Open (continue) return if you don't already have it open. Inside TurboTax, search for 1099-R and select the Jump to link in the search results. Answer Yes on the Your 1099-R screen, then select Continue. If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs. Source: TurboTax FAQ ... View more

Yes , you should.  Just keep checking the status of your stimulus check. Click on  Get My Payment.   If the portal shows your stimulus payment was deposited to your card, check the balance of your card. Note: The IRS updates the Get My Payment portal only once a day. The Turbo Card app/site is experiencing high volumes today due to stimulus payments being funded. To check your account balance, text “BAL XXXX” (XXXX is the last 4 digits of your card number) to 43411 to get your available balance.     If you have a Turbo Visa Debit Card issued by Green Dot, see the following:   I have access to my Turbo Visa Debit Card: If you have access to your Turbo Visa Debit Card, there is nothing more you need to do. You will be able to immediately use the stimulus funds upon deposit. You can sign in to your account to check your balance here:  Turbo Debit Card sign in .    I no longer have access to my Turbo Visa Debit Card: If you no longer have access to your Turbo Visa Debit Card, don’t worry. If you have registered your card and know your login credentials, you can request a replacement card by signing in to your Turbo Visa Debit Card account ( Turbo Debit Card sign in .  You will not be charged for a replacement card or check; standard fees will be waived or refunded to you.   Due to unprecedented traffic you may experience some delays on the site or phone line. We know everyone is anxious to get their stimulus money and we appreciate your patience.   For additional questions, including how to receive a check, please use our Turbo Visa Debit Card site:  Here’s how to access your stimulus payment ... View more

To enter the 1099-B form: Open (continue) your return if it isn't already open. In TurboTax, search for 1099-B and then select the Jump to link in the search results. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019? If you see Here's the info we have for these investment sales, select Add More Sales. Answer Yes to Did you get a 1099-B or brokerage statement for these sales? At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself). Follow the instructions. Source: TurboTax FAQ To enter form 1099-G and it's for Unemployment Benefits, see Where do I report a 1099-G for unemployment or paid family leave?    To enter form 1099-G and it's for your state or local tax refund, see Where do I enter a 1099-G for a state or local tax refund?     ... View more