---
title: 📊 TurboTax
tags: turbotax
description: TurboTax open info (OI)
image: https://pbs.twimg.com/profile_banners/3540691454/1535710532/1500x500
---

<h1 style="text-align: center;">📊 TurboTax</h1>

<p style="text-align: center;
font-style: italic;">
<a href="https://turbotax.intuit.com" target="_blank">turbotax.intuit.com</a>
</p>

# Desktop app
*[Buy](https://turbotax.intuit.com/personal-taxes/cd-download)*

## Advantages

- Stays signed in to the tax return
- Does not sign out of the app compared to the web app which signs out after inactivity
- Can save multiple working versions of your return with *.tax* files

## Save versions

#### About

- Open a working version of a tax return on the desktop app
- Save a file for the year once completed to start off with for next year

#### Save

- Web app
- *Tax Tools* (Left navigation menu) > *Tools > Save your YYYY return to your computer*
- *Tax Home* > *Your tax returns & documents* > *Download .tax file*
- Desktop app: Top computer navigation menu > *File > Open Tax Return...* > Select file *taxReturn.taxYYYY*
- [How do I open my tax return in the TurboTax software I installed?](https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/open-tax-return-turbotax-software-installed/L8E9pED5w_US_en_US)

## Opportunities

- Desktop app for Linux

# Manage documents

## View

### Desktop

- Select the "Forms" button in the top menu bar
- Go back to the TurboTax UI: Select the "EasyStep" button in the top menu bar

### Web

- Summary: *Tax Tools* (Left navigation menu) > *Tools > View Tax Summary*
* Federal: *Review Tax Summary*
* State: {*Your state abbreviation*} *Tax Summary*
- All forms: *Tax Tools* (Left navigation menu) > *Print Center > Print, save or preview this year's return* > Select forms.
- *See [How do I preview my TurboTax Online return before filing?](https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US)*

## Remove

### Desktop

[How do I delete a tax form in TurboTax Desktop?](https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/delete-tax-form-turbotax-cd-download-software/L2d7wSGxc_US_en_US) *in TurboTax Community*

### Web

*Tax Tools* (Left navigation menu) > *Tools > Delete a form*

# Related topics

## TurboTax audit protection

- Covered in _MAX_ plan
- [What is MAX?](https://ttlc.intuit.com/community/choosing-a-product/help/what-is-max/00/26700)
- [What is Full Audit Representation?](https://ttlc.intuit.com/community/using-turbotax/help/what-is-audit-defense/00/25537)
- Powered by [TaxAudit.com](https://www.taxaudit.com)
- [Who is TaxAudit.com and what is their relationship to TurboTax?](https://ttlc.intuit.com/community/using-turbotax/help/who-is-taxaudit-com-and-what-is-their-relationship-to-turbotax/00/26363)
- Enable
- Go to *Review* > Click through the options/views until reaching the MAX protection screen
- *See [How do I get MAX?](https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-get-max/00/26701)*
- [I bought MAX or PLUS and now I'm being audited](https://ttlc.intuit.com/community/using-turbotax/help/i-bought-max-or-audit-defense-and-now-i-m-being-audited/00/26694)
- *Call TurboTax first, do not contact the IRS or state.*
- *To ensure effective representation regarding your case, TaxAudit must be your first and only contact.* (8 - 5 pm Pacific time)

## Tax loss carryforward

- *See [open info](https://docs.google.com/document/d/1KSB1oBmTzmnwHgQwWwpEhIP6gM1Mc5VrgdJlpNSLebw/edit#heading=h.s4bdelv4hsdv)*
- Losses should be carried over automatically from prior years if filed with TurboTax.
- View Schedule D: Income view > Carryover column
- Resources
- [How do I enter my capital loss carryover?](https://ttlc.intuit.com/turbotax-support/en-us/help-article/accounting-bookkeeping/enter-capital-loss-carryover/L49NjxzUq_US_en_US) *by TurboTax Support 2023-01-13*
- [How specify a capital loss carryforward?](https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-specify-a-capital-loss-carryforward/01/2968256#M101491) *on TurboTax forum 2023-03-20*

## File extension

- May be accepted within a few hours up to 2 business days
- Desktop
- Use the web app to file an extension directly. The desktop app can only print out the forms. (2023)
- Look up the info required to file the extension from the [tax forms](#View-tax-forms) on desktop
- Quarterly estimated tax payments: "Tax Payments" form
- Web
- File directly: [Free federal tax extension is now available](https://turbotax.intuit.com/irs-tax-extensions)
- You can select "Skip for now" for purchasing the tax software
- In-app: Select *Federal* > *Tax Tools* (Left navigation menu) > *Tools > File an extension*
- State: [Do I need to file an extension for my personal state taxes?](https://ttlc.intuit.com/community/extensions/help/do-i-need-to-file-a-state-extension-if-so-how-do-i-do-this/00/25693)

## Amendments

- The refund calculator starts new at $0 and only reflects the changes in the refund or tax due.
- If you purchased [TurboTax protection](#TurboTax-audit-protection) for the original tax year, you don't need to repurchase it.

## Personal data sharing agreement (2022 tax year)

- Screen: _We can help you do more_
- *You can choose to have us share your tax return information in order to enhance your Intuit account and build your profile, communicate with you, provide personalized offers, give you advice regarding your unique financial profile, provide you with live expert advisory services, provide insights for the benefit of you or other customers, and provide aggregated salary and market insights to Intuit customers or to the general public.*
- *Information that may be shared with our parent company, Intuit Inc. and its subsidiaries includes personal and business information, filing status, refund or taxes due, income and other compensation information, social security number, deductions and credits, other information related to your use of TurboTax, and financial institution connection information. You are consenting to allow this disclosure within three years of the date of your signature.*
- If declining, you do not need to sign the form.
- Resources
- [What does this mean? "Limit offers you receive to only what you need"](https://www.reddit.com/r/TurboTax/comments/tp9we6/what_does_this_mean_limit_offers_you_receive_to/) *on r/TurboTax 2022-03-26*
- [I have a question Don't understand the consent. Do we need to sign it to file or what?](https://ttlc.intuit.com/community/taxes/discussion/i-have-a-question-don-t-understand-the-consent-do-we-need-to-sign-it-to-file-or-what/00/147734) *in TurboTax Community*
- [You agreed to what? Tax sites want your data for more than filing.](https://www.washingtonpost.com/technology/2022/04/12/tax-prep-privacy/) *by The Washington Post 2022-04-12*

## Discounts

- You can only apply one type of discount.

# Cryptocurrency

## About

- [Crypto tax open info (OI)](https://docs.google.com/document/d/1e03I6kGgzDaOksqqvCRrG7oIpEFVTZ8avtC5_a9XWzo/edit#heading=h.8jhet6s86aq6)
- [TurboTax Investor Center open info (OI)](https://hackmd.io/@openinfo/turboxtax-investorcenter)
- [How do I enter my crypto in TurboTax?](https://ttlc.intuit.com/turbotax-support/en-us/help-article/cryptocurrency/import-cryptocurrency-transactions-turbotax/L8OPxrOa7_US_en_US) *in TurboTax Community*

## Add capital asset sales

### About

- Use a consolidated or multiple Sales and Other Dispositions of Capital Assets (8949) form(s).
- What's the name of the crypto service you used?
- Crypto service: Select the service or choose *Other*
- Review transactions (In overall Review step): Ignore/continue past this screen(s).

### Steps

#### Desktop

*Personal* tab > *Personal Income* > *I'll choose what I work on* > *Investment Income* > *Stocks, Cryptocurrency, Mutual Funds, Bonds, Other* (1099-B) > *Add investments* or *Add more sales* > *Cryptocurrency* > Choose the name of the source used to generate the report > Upload

#### Web

*Federal > Wages & Income > Investments and Savings > Stocks, Cryptocurrency, Mutual Funds, Bonds, Other* (1099-B) > *Add investments* or *Add more sales* > *Cryptocurrency* > *Let's import your tax info: Enter a different way* or *Try another way* > *Cryptocurrency* > *Upload it from my computer*

## Add income

- Report crypto income as one line item: *Federal > Wages & Income > Less Common Income > Show more > Miscellaneous Income, 1099-A, 1099-C > Other reportable income* > Enter the description "Cryptocurrency" and the USD amount.
- *See [CoinTracker open info (OI)](https://hackmd.io/@openinfo/cointracker/https%3A%2F%2Fhackmd.io%2F%40openinfo%2Fcointracker-about#TurboTax)*

# Payments

## Tax payments with credit cards

- Tax payment types: Yearly tax returns, quarterly estimated taxes, etc.
- Credit card fees
- [IRS.gov](https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card): 1.82-1.98% (April 2024)
- TurboTax: 2.49%
- Federal: You can pay through TurboTax or IRS.gov
- State: You have to pay through the state website directly

## File return with TurboTax and pay the government directly

#### About

Useful when the payment processing fees are lower through the government than through TurboTax.

#### Steps

1. *How would you like to pay your federal taxes?* > Select *Pay by check*
2. Save the payment amounts to pay the federal and state governments directly.
3. Pay
1. Federal: [IRS.gov](https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card) > *Form 1040 Current Tax Return 2022*
2. State: Find your state's tax payment website. > *Personal Income Tax*

# Troubleshoot

## Virtual private networks (VPNs)

- Some features may not work with the VPN turned on
- Try temporarily turning the VPN off

## Sign in flow repeating

- Change VPN source
- Disable VPN

## Amended federal return rejected

- Error message: *Your amended federal tax return was rejected and needs to be resubmitted*
- Potentially due to a return signature date error
- *See [Amended return rejected](https://ttlc.intuit.com/community/taxes/discussion/amended-return-rejected/00/2767411) on TurboTax forum 2022-08-28*

## "Hmm, looks like we hit a slight snag in this section"

- Attempted solutions
- Delete the section and re-input the data.
- Clear the cache and cookies.
- Try on different browsers.
- Disable VPN and ad blockers.
- Restart computer.
- Samples
- Amend taxes: [@adamshurwitz 2023-04-20](https://twitter.com/adamshurwitz/status/1649154651793530880)
- [Why am i getting a message...](https://ttlc.intuit.com/community/taxes/discussion/why-am-i-getting-a-message-that-says-hmm-looks-like-we-hit-a-slight-snag-in-this-section-and-try/00/1328522) _on TurboTax forum 2020-03-17_
- [TurboTax Support](https://ttlc.intuit.com/community/taxes/discussion/hmm-looks-like-we-hit-a-slight-snag-in-this-section-completely-done-with-taxes-but-won-t-let-me-file/00/1171207) *on TurboTax forum 2020-02-17*

# Community and support

- [Forum](https://ttlc.intuit.com/community/file-with-turbotax/discussion/03/303)
- Create a post: Select a topic > *Ask a Question*
- Reddit: [r/TurboTax](https://www.reddit.com/r/TurboTax/)
- Live support (Logged in): Select *?* (Question mark) button (top-right) > Type *support* > Select *Talk to a specialist* > Type the question's topic > Select *Looking for something else? > Continue connecting me to a person*
- Re-request to talk to support if you don't receive a call after 20-30 min.
- Screen share the entire computer: [turbotaxshare.intuit.com](http://turbotaxshare.intuit.com)
- Other
- Reddit: [r/taxpros](https://www.reddit.com/r/taxpros/)

<p style="text-align: center; font-style: italic">This is not legal, financial, or technical advice. Do your own research.</p>