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Just received full mortgage payment to a dormant LLC that I closed 5 years ago.  How can I cash the check, $25,000?  
I have been trying to pay all tax season, tried calling customer care for intuit, TurboTax, my bank to no avail.
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following... See more...
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response. *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)   @DC05   
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax... See more...
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
If the IRS required identity verification from you, it often takes nine weeks or longer to get your refund.  No one in this forum can ever tell you the exact date you will receive your refund.   Only... See more...
If the IRS required identity verification from you, it often takes nine weeks or longer to get your refund.  No one in this forum can ever tell you the exact date you will receive your refund.   Only the IRS is in control.   You can watch the IRS refund site for information.    TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  
Sorry--you misunderstood.  TurboTax NEVER mails a tax return for you.   If you are filing by mail, you have to print the return, sign and date the Form 1040 yourself in ink, and mail it yourself.  ... See more...
Sorry--you misunderstood.  TurboTax NEVER mails a tax return for you.   If you are filing by mail, you have to print the return, sign and date the Form 1040 yourself in ink, and mail it yourself.   https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    
Ask the IRS agent for the exact date your refund will come. They will have a good laugh. @heaths25 
I am an expat living out of the country, and so I am not able to e-file. The only option I had was for mailing, and there was an option for TurboTax to mail for me. I selected this option, but it has... See more...
I am an expat living out of the country, and so I am not able to e-file. The only option I had was for mailing, and there was an option for TurboTax to mail for me. I selected this option, but it has been 7 days, and there is still no indication that it has been mailed. Is there a representative I can speak to about when the return will be mailed out?
As noted, what you received was processed as a distribution from the 401(k), not a loan.  There can be no tax withholding on a loan, so it was not a loan.  You post suggests the you "repaid" the dist... See more...
As noted, what you received was processed as a distribution from the 401(k), not a loan.  There can be no tax withholding on a loan, so it was not a loan.  You post suggests the you "repaid" the distribution, which would have to have been done as a 60-day rollover unless the distribution was related to a federally -declared disaster.  Note that if you were under age 59½ at the time of the distribution, it's likely that the distribution had to be performed as a hardship distribution that is not eligible for rollover unless the house repairs were related to a federally declared disaster.
I purchased TurboTax Premier 2024. It came with a single state software (NJ in my case). I requested a filing extension. I updated TurboTax software today and now it wants me to pay $45 for NJ softwa... See more...
I purchased TurboTax Premier 2024. It came with a single state software (NJ in my case). I requested a filing extension. I updated TurboTax software today and now it wants me to pay $45 for NJ software. What is going on? I am trying to prepare my returns for submission later this month.
@timing-rite wrote: So now I have a question, as the buyer of the home and assuming the loan of the remaining $25K can I also apply for the tax credit? No.  Only the original owner is elig... See more...
@timing-rite wrote: So now I have a question, as the buyer of the home and assuming the loan of the remaining $25K can I also apply for the tax credit? No.  Only the original owner is eligible for the credit.
For a mailed tax return, the IRS uses the postmark date on the envelope to determine if the tax return was timely filed.
You only get the "Additional" Child Tax Credit (ACTC) if you did not qualify for the full $2000 regular Child Tax Credit (CTC).  For example, a filer, with one child,  who's tax liability was $600 (l... See more...
You only get the "Additional" Child Tax Credit (ACTC) if you did not qualify for the full $2000 regular Child Tax Credit (CTC).  For example, a filer, with one child,  who's tax liability was $600 (less than $2000) might be eligible for $1400 ACTC.  But, if his tax liability was $2000 or more, he would not be eligible for any ACTC and would not fill out form  8812.   The child tax credit  (CTC) is limited to your tax liability. The CTC is a non-refundable credit and can only reduce your income tax to 0, It can not help you beyond eliminating your tax liability. But, if you have more than $2500 of earned income, some or all of it is usually given back to you thru the "Additional Child tax credit". That is, part of the CTC may be on line 28 of form 1040 (2021- 2024) instead of line 19. The  ACTC is calculated on form 8812 and  is basically 15% of your earned income over $2500. The ACTC is a maximum of $1700 (2024) ($1600 for 2023, $1500 for 2022) per child, not $2000.
Sounds like you need to be paying ES rather than ignoring TT, for both Fed and State.  If you got a notice from CO presumably you will get one from Fed also.   You need to pay thru the year via wit... See more...
Sounds like you need to be paying ES rather than ignoring TT, for both Fed and State.  If you got a notice from CO presumably you will get one from Fed also.   You need to pay thru the year via withholding or timely (usually quarterly) estimated tax, the smaller of 100% of your 2024 tax (110% if AGI > 150k) or 90% of your 2025 tax - this is your 'safe harbor' amount.  Check CO tax code if they use the same or different.   However, note TT will generate ES vouchers based on your 2024 tax by default, assuming your 2025 withholding is the same as 2024.  If your income is stable that can often be an overpayment in ES.  You need to determine what your safe harbor amount is.  In TT under Other Tax Situations / Form W4 and Estimated Tax Payments you can provide 2025 information and it will update the vouchers if paying ES baed on current year tax is more advantageous.  If using desktop TT check Forms mode, "Est Tax Options" to see the calculation.   If you owe ES you can also increase withholding to cover it, tho there are only 6 months left in the year to make up for that.   If you do need to pay ES but didn't pay Q1 ES then you can minimize the penalty by paying 50% of the total ES for the year in Q2 (due date 6/16/25).  You will still get some penalty for missing Q1 but the sooner you pay it the sooner the penalty stops accruing. Finally to make ES payments, don't bother with checks and vouchers, pay IRS directly online if able at irs.gov   For more info on ES see https://www.irs.gov/faqs/estimated-tax
Sounds like you were confused.   If you were paying your TurboTax fees by having the fees deducted from your federal refund, it is not possible to request a paper check.  The only way you can use "re... See more...
Sounds like you were confused.   If you were paying your TurboTax fees by having the fees deducted from your federal refund, it is not possible to request a paper check.  The only way you can use "refund processing" is to have a direct deposit to your account.   They only mail you a check for refund processing if you have some additional problem later, like a bank rejection of the deposit when it is sent.       if you chose to have your TurboTax fees deducted from your federal refund then the banking information on the tax form is the information to send your refund to the third party bank.  That bank gets your refund first from the IRS.  They take out your TurboTax fees and send the rest to you---and that bank has YOUR direct deposit information.     When you choose "refund processing"   TurboTax gets its fees when the IRS releases your refund.  Your refund goes to the third party bank.  The bank takes out your fees and then that bank sends the rest of the refund to you.   How can I see my TurboTax  fees?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   What is Refund Processing Service?         Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com     
@taxtammer This thread began in January of 2024, and multiple users have posted here with a variety of remarks and issues.  We cannot tell what "same issue" you are having, so it is not possible to h... See more...
@taxtammer This thread began in January of 2024, and multiple users have posted here with a variety of remarks and issues.  We cannot tell what "same issue" you are having, so it is not possible to help you unless you provide some details about the specific problem you are having now in June of 2025.
@DC05  Where on your federal form was the scholarship reported?  Was it line 8r of Schedule 1 or somewhere else?  
@MeNombreEsEarle ignore the smaller Q2 month, the estimated tax and penalty calculations treat each quarter equally and divide everything (total tax, withholding etc) by 4 regardless of when it was e... See more...
@MeNombreEsEarle ignore the smaller Q2 month, the estimated tax and penalty calculations treat each quarter equally and divide everything (total tax, withholding etc) by 4 regardless of when it was earned.  If you adopt the AI method due to a large income event then it gets more precise and you have to specify income by 3/31, 5/31, 8/31, 12/31.   In your case it sounds like you paid Q1 ES based on prior year tax which will be an overpayment on ES given your updated 2025 situation based on 90% of 2025 tax less withholding, sounds like you've done that calculation.  If your Q1 payment was above that quarterly amount it will carry forward to the next quarters and you need to pay in Q2 whatever amount gets you to 50% of the total ES, 75% by Q3, 100% by Q4.   If Q1 covered more than 50% I don't think you need to pay anything for Q2 ES, it won't make any difference.
@ekeadle Many teachers do not pay in to Social Security because they pay in to a Teachers Retirement System retirement plan instead.   You have not mentioned what state you taught in.   Did you pay i... See more...
@ekeadle Many teachers do not pay in to Social Security because they pay in to a Teachers Retirement System retirement plan instead.   You have not mentioned what state you taught in.   Did you pay in to TRS there?   Are you receiving your teacher pension?   There has recently been a change, and teachers (and some others) who paid in to Social Security and in to TRS are now receiving a higher amount of Social Security thanks to the Social Security Fairness Act that passed in 2024.  But we do not know any of your details, so we cannot say if any of that applies to your situation.
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the... See more...
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.