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April 7, 2025
8:06 PM
We will need to some context to determine which Worksheet A you are referring to. I found a Worksheet A in the 2023 NJ-1040 instructions, but it discusses the pension exclusion for 2023, and doesn't ...
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We will need to some context to determine which Worksheet A you are referring to. I found a Worksheet A in the 2023 NJ-1040 instructions, but it discusses the pension exclusion for 2023, and doesn't refer to an income number anyway.
So what is the context of this question?
April 7, 2025
8:06 PM
If I receive a dividend of $200 for an etf or mutual fund and then in less than 31 days sell spefic lots of the etf or mutual fund but not the shares received for dividend would the wash sale rule be...
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If I receive a dividend of $200 for an etf or mutual fund and then in less than 31 days sell spefic lots of the etf or mutual fund but not the shares received for dividend would the wash sale rule be invoked by brokerage disallowing the entire loss? Also, same question but decide to sell all of the lots of etf or mutual fund?
April 7, 2025
8:06 PM
April 7, 2025
8:06 PM
If the foreign tax is on your brokerage account, it should already be added into your return. Look at your sch 3, line 1 to verify your foreign tax credit. If not, add it under foreign taxes under de...
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If the foreign tax is on your brokerage account, it should already be added into your return. Look at your sch 3, line 1 to verify your foreign tax credit. If not, add it under foreign taxes under deductions and credits. To print or view your forms, including all worksheets: In desktop, switch to Forms Mode. For online: On the left side, select Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now. @PatriciaSuitt
April 7, 2025
8:05 PM
My husband provided some engineering consulting services one time in 2024. He was paid and received a 1099-NEC. How do we file that. He has an office in our home but no other expenses as he travels t...
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My husband provided some engineering consulting services one time in 2024. He was paid and received a 1099-NEC. How do we file that. He has an office in our home but no other expenses as he travels to the job site, does the work and comes back home. How do we file this?
April 7, 2025
8:04 PM
April 7, 2025
8:03 PM
I have completed my tax return and I am planning on mailing them tomorrow. I was checking them this evening and realized that my spouse's name is missing in the state tax Form IT-203 (NY) (this is th...
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I have completed my tax return and I am planning on mailing them tomorrow. I was checking them this evening and realized that my spouse's name is missing in the state tax Form IT-203 (NY) (this is the first time we are filing married-jointly). Since I haven't filed (mailed) taxes yet, is there any way I can put her name there without doing an amended return? Can I just write her name there with a pen? Thanks so much!!
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April 7, 2025
8:01 PM
Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:
The steps below will enable to delete ...
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Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:
The steps below will enable to delete all forms related to 1099s and related CSVs. entries..
Open or continue your return.
On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.
Tips and tricks
To delete a form that came in the mail/online (for example, W-2, 1098, or 1099) it's best to do it from within your return.
Open or continue your return.
Search for the form name in the search bar (for example, W-2) and select the Jump to link in the search results to get to the summary screen.
From here, you can select the trash can icon to delete.
You can't delete Form 1040. If you want to get rid of the information you've entered, you can clear your return.
Reach back out if you meant something else.
April 7, 2025
8:01 PM
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April 7, 2025
8:00 PM
Hi all, My wife and I got married last year, but we worked in different states and hence will need to file joint federal taxes but separate state taxes. I am using desktop, premier version. I fi...
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Hi all, My wife and I got married last year, but we worked in different states and hence will need to file joint federal taxes but separate state taxes. I am using desktop, premier version. I filled out MFJ and copied to create 2 more versions for state filling. For IL Husband will remove wifes data and vice versa for wifes NJ filing Will file federal first, e filling followed by e filling for wife and husband. Is there anything I am missing? Also we had HSA and several forms like INT,DIV, B, 1099 SA and both of our W2 from jobs. For HSA ill put all under husband as he did it. For rest we will just put the gains under their respective owners.
April 7, 2025
7:57 PM
review my post above dated 06-12-2022 4:35 AM which tells you the options you have for detail reporting . if you have all the required details on your e-Filed tax return there is nothing more to do...
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review my post above dated 06-12-2022 4:35 AM which tells you the options you have for detail reporting . if you have all the required details on your e-Filed tax return there is nothing more to do. I can't comment on how Robinhood and TurboTax interact to "simplify" your life @monstera
April 7, 2025
7:57 PM
If I claim my dependent on my California tax returns but not my federal tax returns, does my dependent need to check the box "Another tax payer can claim you on their tax return" on TurboTax 2024? ...
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If I claim my dependent on my California tax returns but not my federal tax returns, does my dependent need to check the box "Another tax payer can claim you on their tax return" on TurboTax 2024? Also, as a corollary question, in what situations would a dependent be claimed on California tax return but not federal tax return? The reason for my questiond is that California allows a person to claim a dependent even if that dependent is not claimed as dependent on federal tax returns.
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April 7, 2025
7:57 PM
You either mail a check with the voucher or pay online at IRS - Make a Payment.
April 7, 2025
7:56 PM
Hi! I am attempting to file my backdoor Roth and think I just made an error. I added $6500 for my 2023 taxes in March 2024 and converted it to my Roth within the same month. However, it had $550 in ...
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Hi! I am attempting to file my backdoor Roth and think I just made an error. I added $6500 for my 2023 taxes in March 2024 and converted it to my Roth within the same month. However, it had $550 in losses from my investments. In September, I contributed $7000 in my traditional IRA account and converted it to my Roth account without any losses. I got my 1099-R from Fidelity that showed that I contributed a total of $12998 in 2024. I realize that I most likely need to amend my 2023 taxes to reflect my losses, but I don’t even know how to go about it’s I also don’t know how I should fill out my 2024 taxes in such that I won’t have to amend it also in the future. Please help!
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April 7, 2025
7:56 PM
@KoushikD , I am missing something here.
Generally points are not cash or illiquid and mostly not taxable. My position on these is that these r=are not transferrable but can be used to reduce yo...
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@KoushikD , I am missing something here.
Generally points are not cash or illiquid and mostly not taxable. My position on these is that these r=are not transferrable but can be used to reduce your personal expense ( when purchasing something ). Thus not taxable income.
The bank , giving you a credit in your account for referring a client, is transferrable amount -- it is cash and thus taxable income, whether a 1099- INT is issued or not . Credit Unions often call this dividend. IRS calls all these as interest. So report as interest -- ordinary income.
But yea if you get a 1099-MISC, you have to recognize the income ( because this is an expense on the entity side ).
Does this make sense -- or am I in the left field ?
April 7, 2025
7:55 PM
Did you accidentally get into the Online web version? That happens. You need to download and install the Desktop program. You need a full Windows or Mac computer to install it. How to install...
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Did you accidentally get into the Online web version? That happens. You need to download and install the Desktop program. You need a full Windows or Mac computer to install it. How to install the Desktop Download program https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US If you already started in the Online version you can move your return to the Desktop program even without paying for Online. See How to Switch to Desktop, https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/
April 7, 2025
7:54 PM
If you're entering 1099-INT/DIV you don't need the account numbers. Actually, you can combine them and make a one-line manual entry for the totals, using one FEIN.
@Lonestar
April 7, 2025
7:53 PM
I filed federal and state taxes in 2022 and 2023 and received state refunds for each year in 2024. The state was very late in issuing the 2022 refund (which should have arrived at the end of 2023) an...
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I filed federal and state taxes in 2022 and 2023 and received state refunds for each year in 2024. The state was very late in issuing the 2022 refund (which should have arrived at the end of 2023) and it arrived in January of 2024 with interest for the delayed refund. The 2023 state refund arrived later in 2024 with interest for the delayed in refund. Entering the two 1099-int for the two refunds was easy. However, while I did not take the standard deduction in any of the years, neither of the refunds should be taxable as the limit on my SALT salt deduction far exceeded the $10,000 limit for both years. Entering the 2023 state refund results in no extra tax for this year. However, when it askes if I have another refund and I enter the state and the year 2022, it just says it is taxable without asking any questions. How do I enter the 2022 state refund in TurboTax without it erroneously thinking it is taxable? There is no option for entering them together and entering more than one year. It just asks the tax year of the refund.
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April 7, 2025
7:53 PM
1 Cheer
ive already calculated 2025 estimated payments, now how do i pay the first quarter!!
April 7, 2025
7:53 PM
As I am completing my 2024 taxes, the system is saying my spouse had a lapse in coverage from the high deductible plan, which is not correct. How do I fix? Also where do I put in the balance of my hs...
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As I am completing my 2024 taxes, the system is saying my spouse had a lapse in coverage from the high deductible plan, which is not correct. How do I fix? Also where do I put in the balance of my hsa at the end of 2024 so I my hsa contribution is not considered as income in my tax return. Thanks