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You have to go to Step 2 in the FILE section.   HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-d... See more...
You have to go to Step 2 in the FILE section.   HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-deposit-information/L77NCbU6D_US_en_US?uid=m6tuh572     You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.    
some have posted that registry hacks, which you can look up on the web, might enable Turbotax desktop 2025 to run on w10.i since it isn't out yet no one knows for sure. if you don't want to hack the ... See more...
some have posted that registry hacks, which you can look up on the web, might enable Turbotax desktop 2025 to run on w10.i since it isn't out yet no one knows for sure. if you don't want to hack the registry, or install a VM, the only options are online or a competitor.   
Q. Can I reimburse myself from his 529 for room/board/living expenses? A. Yes.   Q.  Do I simply withdraw the exact amount the school gives as the allowance? A.  Yes.  That's the bottom line... See more...
Q. Can I reimburse myself from his 529 for room/board/living expenses? A. Yes.   Q.  Do I simply withdraw the exact amount the school gives as the allowance? A.  Yes.  That's the bottom line answer.  You are unlikely to be questioned by the IRS; and if you are questioned, they are most likely going to accept the school's allowance for cost of attendance. Your school's allowance appears to be low.  So, that increases the likelihood.    Q. Or do I need to save every single grocery receipt and utility bill? A. No. The IRS is most likely going to accept the school's allowance.   Q. Or do we need to have an actual rental agreement? A. No, particularly with the $6512 low yearly allowance. 
Since you now have to log into an Intuit Account when you first install it, all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to install it a... See more...
Since you now have to log into an Intuit Account when you first install it, all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to install it again or install on another computer, even on the other operating system (Windows, Mac) you can download it again. Access your downloads here https://shop.turbotax.intuit.com/commerce/account/secure/login.jsp?pagecontext=download   OR you should be able to download 2021-2023 here on the prior program page. Click on the little blue “access it here” link at the end of the top paragraph.  It should take you to log into your account. https://turbotax.intuit.com/personal-taxes/past-years-products  
No one in the user forum can schedule "live" expert help.     We cannot tell if you are using online Live TurboTax or if you have the desktop download software.   If you have online "Live": ... See more...
No one in the user forum can schedule "live" expert help.     We cannot tell if you are using online Live TurboTax or if you have the desktop download software.   If you have online "Live":   You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 5 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb   If you are using the desktop download: https://ttlc.intuit.com/turbotax-support/en-us/help-article/experts-advice/turbotax-desktop-live-tax-advice/L2nvxpA4W_US_en_US?uid=m5leh972  
I need help to review my taxes. I have one question that I need to finish and then all I have to do is set up a Federal payment plan so I’d like to keep this appointment for Thursday, October 30 at 1 ... See more...
I need help to review my taxes. I have one question that I need to finish and then all I have to do is set up a Federal payment plan so I’d like to keep this appointment for Thursday, October 30 at 1 PM. Thank you.
I updated computer systems and no longer have a cd on my rig, and need to access 2023 version. The website said I could download it on the Intuit website, but it only provides the current year version
Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/m... See more...
Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.
I want to see my taxes and my 1040X papers please I filed my taxes and got my refund you have my paperwork so why can’t I get to see my papers
To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh   Monday - Friday 5 .m. to 5 p.... See more...
To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh   Monday - Friday 5 .m. to 5 p.m. Pacific time   E-filing for 2024 returns will close permanently at the end of October; after that your return will have to be filed by mail.   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 UPS or 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.    
Are you having trouble with the amended tax due or refund?  FYI on amending......   You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not ... See more...
Are you having trouble with the amended tax due or refund?  FYI on amending......   You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.   The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.
This may look like a repeat question, but I haven't been able to find a definitive answer (short of calling the IRS...)   My son is living with us (his parents) while attending college. Can I reimb... See more...
This may look like a repeat question, but I haven't been able to find a definitive answer (short of calling the IRS...)   My son is living with us (his parents) while attending college. Can I reimburse myself from his 529(b) for room/board/living expenses? What are the exact mechanics? Do I simply withdraw the exact amount the school gives as the allowance, e.g.:   Source: https://finaid.umich.edu/getting-started/estimating-costs   Or do I need to save every single grocery receipt and utility bill and then figure out what his percentage is? Or do we need to have an actual rental agreement? (doesn't make sense 'cause it's my own money that he'd be paying me with, plus rental income tax comes into picture...)   Thanks!
 Yes the credit for your son is listed separately on your tax return but it is included in the final refund or tax due on your return.    Why are you amending?  Are you taking your son OFF your retur... See more...
 Yes the credit for your son is listed separately on your tax return but it is included in the final refund or tax due on your return.    Why are you amending?  Are you taking your son OFF your return or trying to ADD him?     You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.   The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.
When logged into turbo tax, I do not have any messages about this. listed number to call but not sure if a scam.
Yes, you understand correctly. The adoptive parents and I will definitely have a conversation here soon. I just wanted to be sure I had a right to legally claim her when it came to filing before havi... See more...
Yes, you understand correctly. The adoptive parents and I will definitely have a conversation here soon. I just wanted to be sure I had a right to legally claim her when it came to filing before having that conversation. If I did not have a right to claim her, there would be no need for a conversation. The GAL said I could start claiming her as a dependent through work and on taxes but I did not do it. A good bit of what I read, it sounds like wherever the child is residing, claims them. However, they talk about divorced parents and family. I am the biological mom but the only rights I have are what the courts gave me, I am nothing more than a person with physical custody until 18 in their eyes. Yes, we all know I am "mom" but by looking at all documents after the adoption, no one else would know that unless they pulled the original birth certificate. That is why I wanted to ask here. So thank you! I appreciate your response.  
REIT dividends would appear as ordinary dividends.
Foreign taxes would appear on Line 14 with a B code. Foreign qualified dividends would appear on Line 2