All Posts
April 15, 2025
1:14 PM
If Social Security was your only income you are not required to file a tax return unless you have a 1095A for marketplace health insurance.
There is no Payer ID for a SSA1099. You are trying t...
See more...
If Social Security was your only income you are not required to file a tax return unless you have a 1095A for marketplace health insurance.
There is no Payer ID for a SSA1099. You are trying to enter it in the wrong place.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
April 15, 2025
1:14 PM
You don't need to file if your only income is from SS.
April 15, 2025
1:14 PM
Need to figure out if I qualify to be exempt from the additional 10% penalty tax since it created quite a difference in the tax return amount calculated it’s a 401(k) from my prior Employer, so no co...
See more...
Need to figure out if I qualify to be exempt from the additional 10% penalty tax since it created quite a difference in the tax return amount calculated it’s a 401(k) from my prior Employer, so no contributions have been made for 3 1/2 years and I took the distribution because of financial hardship that I’m still currently in. I took the total distribution in August 2024 and then we did have a hurricane two months later in October 2024 and I did have them keep the 10% normal tax and that was 439.90 and the distribution code on the 1099 – R is one also box 2b taxable amount not determined and total distribution are both checked. Do I qualify for an exemption since I still could use every penny I can get back? Form 1099-R
Topics:
April 15, 2025
1:14 PM
Here's how: From the Left side menu select Tax Tools choose "Tools" pop up screen "Tools Center" select "Topic List" Your Deductions & Credits "Tax Breaks" scroll down to "Import ItsDeducti...
See more...
Here's how: From the Left side menu select Tax Tools choose "Tools" pop up screen "Tools Center" select "Topic List" Your Deductions & Credits "Tax Breaks" scroll down to "Import ItsDeductible Online". TurboTax is working to improve the process, but in the meantime, please only use alphabet letters and spaces in your ItsDeductible descriptions. Removing any special characters, including quotes, apostrophes, etc. will allow for a successful import.
April 15, 2025
1:14 PM
Topics:
April 15, 2025
1:14 PM
Topics:
April 15, 2025
1:14 PM
Thank you so much for the reply. Still confused (maybe) on the issue. Ga income does show as $0. GA refund shows $7200 GA requires that I input the $240k sale/$7200 withheld that was provided on ...
See more...
Thank you so much for the reply. Still confused (maybe) on the issue. Ga income does show as $0. GA refund shows $7200 GA requires that I input the $240k sale/$7200 withheld that was provided on GA Form G2-RP on Form 500 page 3 (Income Statement Details) I did not include the withholding of GA taxes on my federal return. Do I need to amend my Fed taxes or is it ok leave it off? I put the info (Other Income Taxes Paid in 2024) in as you suggested and it does not change anything on Fed or GA returns. That's why I left it off - I don't want credit for the GA taxes paid. I do not get a GA Sch 1 (whether I put the withholding on my Fed return or not). I also don't itemize my Fed return. The GA Sch 3 does not show any info reference the sale of inherited house. Thank you again for the insight and help.
April 15, 2025
1:13 PM
1 Cheer
The "U" may stand for union dues, but you would have to look on your paystub to get a better clue as to what it stands for. It likely will not affect your tax calculation though, as the entries in bo...
See more...
The "U" may stand for union dues, but you would have to look on your paystub to get a better clue as to what it stands for. It likely will not affect your tax calculation though, as the entries in box 14 are more for your information than critical to your tax return entries. You can ask you employer for clarification.
April 15, 2025
1:13 PM
April 15, 2025
1:13 PM
No one can call you from this forum.
If you are using desktop download software every version has all the forms and all of the schedules. You need to prepare a Schedule C for your business ex...
See more...
No one can call you from this forum.
If you are using desktop download software every version has all the forms and all of the schedules. You need to prepare a Schedule C for your business expenses if you are self-employed and have a home office.
If you are using online software you will need Premium software to prepare a Schedule C.
If you are a W-2 employee:
W-2 employees cannot deduct job-related expenses on a federal return. Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond. Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.
If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses
April 15, 2025
1:13 PM
What are you trying to enter manually? Which form are you trying to enter?
April 15, 2025
1:13 PM
I have a state return pending e-file and it's the evening of tax filing day. Should I mail a return?
April 15, 2025
1:13 PM
I’m not well enough to look up my medical expenses. Can I just file?
Topics:
April 15, 2025
1:13 PM
To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bo...
See more...
To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download/print return (PDF)
As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).
This will take you back in to the 2024 online tax return.
Click on Tax Tools on the left side of the online program screen. Find the Print Center and choose the year you want to print. If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.
In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:
Sign in to TurboTax
Scroll down to Your Tax Returns & Documents
Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center)
From the left panel Select Tax Tools, scroll down a little and select Print Center
Select Print, save or preview this year's return
Select the 2024 Federal and/or State return box
Choose to Include TurboTax and government worksheets
Select View or Print Forms
April 15, 2025
1:13 PM
Delete Form 8396 Mortgage Interest Credit.
From the left rail menu in TurboTax Online, select Tax Tools
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select ...
See more...
Delete Form 8396 Mortgage Interest Credit.
From the left rail menu in TurboTax Online, select Tax Tools
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select Delete a Form
Scroll down to the form you want to delete
Select the Form
Click on Delete.
In TurboTax Desktop: 1.Open or continue your return. 2.Switch to Forms Mode by selecting the Forms icon. 3.From the menu, select the form you want to remove. 4.After the form is generated in the right pane, select the Delete Form button. 5.Follow any onscreen instructions to remove the form or forms.
April 15, 2025
1:12 PM
If you have a W-2 with a $0 in Box 1, you do not have to include it on your tax return. That would be preventing you from e-filing.
You can delete the W-2 as follows:
If you are using Tur...
See more...
If you have a W-2 with a $0 in Box 1, you do not have to include it on your tax return. That would be preventing you from e-filing.
You can delete the W-2 as follows:
If you are using TurboTax Online/Mobile: you can use this link W-2, or you can:
Open your return.
Go to "wages and income"
Under W-2(s) select the garbage can icon next to your W-2 that you need to delete.
If you are using TurboTax Desktop:
Open your return
In the Search bar, enter "W-2" and select the "Jump to" link. This will take you to your W-2 entries
Select the (down) caret next to your W-2 and then select the garbage can icon next to the Form W-2 that you want to delete.
If this does not correct your filing error, please come back to Community and let us know what your program is doing. What error message you are getting and what version of TurboTax you are using.
Click here for additional information regarding editing your Form W-2.
April 15, 2025
1:12 PM
A 1099-DIV would be easier to type in manually at this point. The problem with multiple imports is that data can get stuck. Delete information that should not be there.
A full or corrupted cac...
See more...
A 1099-DIV would be easier to type in manually at this point. The problem with multiple imports is that data can get stuck. Delete information that should not be there.
A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).
Online version:
Delete the form/ worksheet- if possible, see How to Delete
Log out of your return and try one or more of the following:
Don't use Internet Explorer.
Clear cache and cookies,
Sign in using a different browser.
Sign in using a different device.
Log back into your return.
Enter the information again.
Desktop version:
Delete the form
Save your return while closing the program.
Update the program
Open
Enter the information again.
@bsaz
April 15, 2025
1:12 PM
To fix this rejection, please review the entry for the taxpayer's address and ensure that the taxpayer's province and postal code are entered in the correct format. Note that an APO address isn't con...
See more...
To fix this rejection, please review the entry for the taxpayer's address and ensure that the taxpayer's province and postal code are entered in the correct format. Note that an APO address isn't considered a foreign address, regardless of where the base is located. Also, please ensure there are no special characters entered in any of the address fields. If necessary, make the appropriate change and re-submit this return electronically. However, if the reject continues, you may want to file this return via U.S. Mail. To file your state return, print it and mail to the appropriate taxing authority.
April 15, 2025
1:11 PM
Why am I not only being charged for Deluxe but I cannot tell it I don't want Deluxe? I DO NOT WANT TO PAY FOR SOMETHING I DIDN'T SIGN UP FOR!