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you will have to file ny mail. complete Form 14039, Identity theft affidavit, and include it with your return.    
Hello,  I received a 1099-R for a ROTH recharacterization that was done during tax year 2024, and after entering this information into my 2025 taxes Turbotax is advising that my 2024 taxes may need ... See more...
Hello,  I received a 1099-R for a ROTH recharacterization that was done during tax year 2024, and after entering this information into my 2025 taxes Turbotax is advising that my 2024 taxes may need to be amended.  However, there is no information about the amendment that is required. Could this instruction from Turbotax be incorrect, if not how can I determine what amendment is required?  My 2024 taxes were accepted by the IRS.                       
TurboTax sends me to a page where it says the connection between TurboTax and LPL Financial is established, but it will not import documents. I am sent back to the same verification page loop, which ... See more...
TurboTax sends me to a page where it says the connection between TurboTax and LPL Financial is established, but it will not import documents. I am sent back to the same verification page loop, which asks me for the account information and document ID again. I cannot figure out how to proceed.  
Someone filled my income tax return for 2025 and it wasn't me
  We couldn't save this file because it is a "Read Only" or part of a Read Only file, such as a CD, Use Save As to rename or move it             Error 567812 This is a regular computer not a MAC.  ... See more...
  We couldn't save this file because it is a "Read Only" or part of a Read Only file, such as a CD, Use Save As to rename or move it             Error 567812 This is a regular computer not a MAC.  This is my 10th year of Turbo Tax and the first time I have used a download and not a CD.  What a pain in the behind.  I have completed my taxes twice now and wasted hours of work.  What a bunch of crap.  No more Turbo Tax for me moving on to another venue now next year.  
If you leave the "prior depreciation" as BLANK, does it give the correct amount?   Are you saying it was rented for a few years and one month at the start of 2025, then the rest of 2025 and the beg... See more...
If you leave the "prior depreciation" as BLANK, does it give the correct amount?   Are you saying it was rented for a few years and one month at the start of 2025, then the rest of 2025 and the beginning of 2026 as been 100% personal use?  If so, when it asks for the number of rental days and personal days, enter ZERO personal days.  But you will also need to manually prorate annual expenses, such as real estate tax and insurance.
How do you track your Roth IRA basis ?  Does the Roth IRA contributions/distributions  get reported in 1099-R  or Form 5498 ?    And what is the best way to get the total  Roth IRA basis on a   Roth ... See more...
How do you track your Roth IRA basis ?  Does the Roth IRA contributions/distributions  get reported in 1099-R  or Form 5498 ?    And what is the best way to get the total  Roth IRA basis on a   Roth IRA account  vs a ROTH IRA conversion?    Also, if you contribute to a Roth IRA account (regular Roth IRA or  ROTH conversion) over the years , how do you get the total basis for each? 
It depends on your total income (your social security benefits plus other income) and your filing status.  If your only income is Social Security, generally you don’t have to file a federal tax retur... See more...
It depends on your total income (your social security benefits plus other income) and your filing status.  If your only income is Social Security, generally you don’t have to file a federal tax return.    If your Modified Adjusted Gross Income (MAGI) exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, all other filing status’ $25,000), at least part of your Social Security income becomes taxable. Your (MAGI) includes half of your Social Security, plus any other income sources. TurboTax will calculate all of this for you. Just enter your income and we’ll determine how much, if any, is taxable.   Many states exclude Social Security from your taxable income.  TurboTax will determine how your state taxes your social security.   Refer to the TurboTax articles Is my Social Security income taxable?, How does receiving Social Security affect my taxes? and When Does a Senior Citizen on Social Security Stop Filing Taxes? for additional information.  
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 1... See more...
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. If you are married you have to file a Joint return. 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    
Turbotax bug preventing me to efile - see the following link for description of the bug:   [removed link]
Enter a 1099 B under Federal Taxes on left or Personal (Home & Business) Wages & Income (Personal Income) Then scroll down to Investment Income Then Stocks, Cryptocurrency, Mutual Funds, Bonds, O... See more...
Enter a 1099 B under Federal Taxes on left or Personal (Home & Business) Wages & Income (Personal Income) Then scroll down to Investment Income Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start Then click +Add Investments at the bottom Then Import your info OR Skip Import at the bottom Then pick box Stocks, Bonds, Mutual Funds - then Continue
To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and... See more...
To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button For a state estimated payment made in Jan 2025 for the prior year, go to 2024 state estimated taxes paid in 2025.   I read a post that you may have to expand or go to Other common situations. Or maybe uncommon situations. Or look for More Tax Breaks.
How to access Form 1099-B for Desktop Premier?
Nothing about Social Security has changed. It can still be taxable. For 2025 there is a new Enhanced Deduction for Seniors of $6,000 for each spouse 65 or older if you qualify. It starts to phase ou... See more...
Nothing about Social Security has changed. It can still be taxable. For 2025 there is a new Enhanced Deduction for Seniors of $6,000 for each spouse 65 or older if you qualify. It starts to phase out if your AGI is 75,000 (150,000 Joint). Then it is reduced by 6 cents for every dollar of income over. That is listed separately on your return and is in addition to the Standard Deduction or your Itemized Deductions and is after any Social Security taxable amount on line 6b. The deduction for seniors will be allowed for 4 years, from 2025 through 2028. It is automatic based on your age. It is not part of your Standard Deduction and not connected to getting Social Security. The new Senior Deduction (it's not a Credit) is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other Sch 1-A amounts. Turbo Tax automatically includes it if you qualify. If you are married you have to file a Joint return. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160