[Event] Ask the Experts: Extension Filers

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Extension Filers | Ask the Experts

Join us on Wednesday, September 17th any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. The rush is on to meet the extension deadline. We’re here to help answer all your last-minute tax a... read more

Filling Form 8858 for FDE

I need to file form 8858 for my FDE. Where in TurboTax do I find it?Thanks.

residential rental tile roof

Residential rental had tile roof, paper and 2 sheets of plywood removed, paper replaced and same tiles reinstalled. IRS default is 27.5 years. Work is given 10 year warranty. Is this considered a repair, tax expense?

Owe taxes

Hello, What happens if you owe taxes but can’t pay?

Is there a penalty/interest for filing after October 15 if a refund is owed to me?

I have overpaid my 2024 quarterly Estimated Taxes and will be due a refund or credit for 2025 taxes. Is there any penalty or interest due if I am unable to complete the return by October 15, 2025? For example: if I don't file the return until Novembe... read more

Reporting Trust Distributions

I am the executor of a non-grantor complex irrevocable trust created on the date of death. The only distributions made in 2024 were inherited property and cash from the will. There were no distributions of income. The income generated by the trust in... read more

Splitting foreign income and capital gains from financial years different from calendar years

Hi,For passive foreign income and long term capital gains in a country where the financial year (April-March) is different from the calendar year (Jan-Dec), how will the foreign income and tax credits for foreign taxes already filed be split for US t... read more

Excess Roth IRA contribution

I made $1000 excess contribution to my Roth IRA for Year 2023. The contribution was made in March 2024. I contacted the broker in July 2025, and they reclassified the excess as 2024 contribution. So both 2023 and 2024 total contributions are within t... read more

Excessive Roth Contribution

Turbo Tax flagged an excessive Roth contribution in 2024. I filed and paid by taxes on time. I just recently had the excess contribution removed. Do I need to file an extension, and/or an amended return? And how/where would I show that on an amended ... read more

PDF for 2024 can't be opened

I saved and uploaded a PDF of my 2024 Taxes via their secure link to my accountant. I have not filed yet, so I was saving a PDF for our review. He cannot open the file. I have a Mac OS Sequoia 15.6.1. Please let me know what I can do so that he can o... read more

Non Resident Tax

I was on H1-B, working in CA but in Dec 2023 i came back to my home country for some family emergency and had to apply for a visa to come back to US. Apparently, my visa went into administrative processing and to this date, its still in processing. I... read more

extension filed because State information for 2 employers never received.

My son filed for an extension in April because 2 of his 3 employers for 2024 haven't provided W2 info. IRS provided the missing info for his Fed return only. He doesn't have any Colorado state info for these 2 employers. State isn't responding to his... read more

Executor

There was no Executor since in KY I'm only beneficiary/child judge signed everything to me per the Will.. Based on the Probate Attny it's a done deal.. Thoughts from take person view? Do you think CPA needed or does TT offer product that can walk me ... read more

Filing for 2 companies (LLC and S Corp)

Hello,I have 2 registered companies: one a single member-LLC and one a newly established S Corp.For the LLC- I have been filing taxes ever since and is included in my personal income tax filings.Now with the S-corp, can I include the S-corp in my per... read more

company witheld less taxes

Hi, My husband and I have only W2 income. no other income.My company or my husband's (i'm not sure) withheld way less taxes last year. we ended up paying over 21K in taxes and had to pay fines as this was unexpected. HOw to rectify this with our comp... read more