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July 10, 2025
2:11 AM
to further clarify for each 1099R the RMD you specify cannot exceed the amount in box 1.
July 10, 2025
2:04 AM
no such federal stimulus
Will everyone get a $3,000 refund?
No. Refund amounts vary based on income, family size, and credit eligibility.
Is this a new stimulus payment?
No. ...
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no such federal stimulus
Will everyone get a $3,000 refund?
No. Refund amounts vary based on income, family size, and credit eligibility.
Is this a new stimulus payment?
No. This is part of the 2025 tax filing system, not a one-time stimulus check.
July 9, 2025
11:26 PM
Need help with getting a service code can’t pay upfront
July 9, 2025
8:54 PM
Hi, are you saying that after 1 year of work as a W-2 Employee receiving per diem, this may still be untaxed depending on the company? Is there any reference from the IRS regarding per diem and afte...
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Hi, are you saying that after 1 year of work as a W-2 Employee receiving per diem, this may still be untaxed depending on the company? Is there any reference from the IRS regarding per diem and after 1 year of work? I am a new contractor working as a w2 and this is all so confusing.
July 9, 2025
8:43 PM
How do you know you were supposed to get a letter? Did you talk to the IRS by phone, or is that a message shown on the IRS "Where's My Refund" page? https://www.irs.gov/wheres-my-refund Do you...
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How do you know you were supposed to get a letter? Did you talk to the IRS by phone, or is that a message shown on the IRS "Where's My Refund" page? https://www.irs.gov/wheres-my-refund Do you have an IRS online account? If so, you can look there to see if there is a copy of any letter. But it's not foolproof since they don't post all types of letters there. "person has not been leaving my mail in my mailbox" That's not good. You need to go talk to your local Postmaster and complain about that. What has the person been doing instead with your mail? You can speak to the IRS. If you get a triage robot, try just saying "speak to account representative" (may have to say it more than once). IRS: 800-829-1040 (7AM-7 PM local time) Monday-Friday Or if you can't get good info from the IRS, you can see if the IRS Taxpayer Advocate Service will help you. They are especially prone to help if you are having an economic hardship or have delays with lack of info from the IRS. https://www.irs.gov/advocate/who-may-use-the-taxpayer-advocate-service https://www.irs.gov/taxpayer-advocate https://www.taxpayeradvocate.irs.gov/
July 9, 2025
7:53 PM
How to go about on getting my refund
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July 9, 2025
7:29 PM
Do you need your 2023 AGI to efile 2024? The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.co...
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Do you need your 2023 AGI to efile 2024? The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2023 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript
July 9, 2025
7:22 PM
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July 9, 2025
7:20 PM
@Nickmorton777 And...another thought...if you received workman's compensation, there will be no tax document for that, because workers comp is not taxable and is not entered on a tax return.
July 9, 2025
7:17 PM
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0
July 9, 2025
7:14 PM
Unless you had after-tax basis in your 401(k), your Roth conversion is entirely taxable. Traditional 401(k) elective deferrals are pre-tax, not after-tax.
July 9, 2025
7:14 PM
Unless you had after-tax basis in your 401(k), your Roth conversion is entirely taxable. Traditional 401(k) elective deferrals are pre-tax, not after-tax.
July 9, 2025
7:12 PM
See the following FAQ.
How do I clear and start over?
July 9, 2025
7:12 PM
If you completed the RMD, the problem is that you told TurboTax the wrong amount that was required to be taken from each account and you need to go back and correct that for each of the Forms 1099-R.
July 9, 2025
6:40 PM
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July 9, 2025
6:24 PM
I can certainly understand your point(s) and concern, but you're never going to convince Intuit to include any kind of quarterly filing, such as the 941 forms, into TurboTax. Frankly, what you'r...
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I can certainly understand your point(s) and concern, but you're never going to convince Intuit to include any kind of quarterly filing, such as the 941 forms, into TurboTax. Frankly, what you're advocating is why they developed, and continue to sell, QuickBooks.
July 9, 2025
5:51 PM
TurboTax Home and Business is a great product. It serves the small business owner that needs to file personal taxes as well as file W-2s and 1099s. I’d like to suggest that the forms 941and 940 b...
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TurboTax Home and Business is a great product. It serves the small business owner that needs to file personal taxes as well as file W-2s and 1099s. I’d like to suggest that the forms 941and 940 be included in TurboTax Home and Business for the same reason that W-2s and 1099s are included in the software. TurboTax Business, includes filing 941, but this is purely a business tax software. It does not have the personal tax component. Home and Business already includes the ability to prepare W-2s and 1099s. The data is entered manually, and the forms are distributed manually to the IRS and to the individual worker. An added benefit would be to include digital filing of the W-2s and 1099s to the IRS and perhaps a facility to email the W-2 or 1099s to the individual. This would save an enormous amount of time and effort and would be a welcome enhancement. it would also be great if you added IRS 941/940 to Home and Business,. The forms are related to W-2s and W-3s. The data on each form needs to match at the end of the year. The user would manually enter the data. I’m not suggesting that TurboTax Home and Business interface with a payroll system. Although it might be nice to interface with a data file. The 941/940 would be electronically filed. If feasible 941 payment could be submitted electronically. Or the user could us the EFTPS system. Again this would be a terrific enhancement. Adding the 941 should be easy because the form and code already exists in TurboTax Business. Your response to this request might be: why not upgrade to TurboTax Business. The reason this doesn’t make sense is because the users of the TurboTax Home and Business are sole proprietors. They buy the software primarily for the personal tax software. They are given the added W-2 and 1099 features because they may have a few employees and/or freelancers. Since they have W-2s, they need to file the 941 and 940. It doesn’t make sense for them to have to buy TurboTax Business just to get the 941/940 feature. These business owners probably have CPAs do their business taxes at the end of the year, but not their quarterly payroll reports. If these business owners are doing their own W-2s and 1099s, they’re probably not using a paid payroll service which would have the 941/940 feature. Payroll services are HHexpensive even for just a few employees.
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July 9, 2025
5:40 PM
@user17520970420 You are posting to an old thread that has had no activity since 2019. Are you having some sort of issue or do you have a question about a child who has been placed in foster ca...
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@user17520970420 You are posting to an old thread that has had no activity since 2019. Are you having some sort of issue or do you have a question about a child who has been placed in foster care? Do you have a child who has been placed in foster care---and are you trying to claim that child on your own tax return?
July 9, 2025
5:35 PM
Please clarify what kind of tax document your disability benefits are reported on. You say that you did not receive a 1099. Did you get a W-2?