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April 7, 2025
1:37 PM
Mine is the same. Finally moved into "Approved" status with a note saying payment is due April 10. Clearly there is something wonky going on at NJ Tax Dept. Just keep calling. Hopefully this is t...
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Mine is the same. Finally moved into "Approved" status with a note saying payment is due April 10. Clearly there is something wonky going on at NJ Tax Dept. Just keep calling. Hopefully this is the last post from me on this subject. Appreciate everyone who chimed in. Definitely helped to know I was not alone in what I was experiencing. Until next year all.......
April 7, 2025
1:37 PM
Why am I not getting a full deduction for my personal contribution to my HSA. If I enter $0 in HSA my tax due is $1,800. When I enter $4,150 in HSA my tax due is $900.
April 7, 2025
1:37 PM
If you are using:
TurboTax Online: see How do I view and delete forms in TurboTax Online?
TurboTax Desktop:
On the top right, there is a FORMS button.
Click on FORMS.
Locate...
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If you are using:
TurboTax Online: see How do I view and delete forms in TurboTax Online?
TurboTax Desktop:
On the top right, there is a FORMS button.
Click on FORMS.
Locate the form you want to delete.
Click on the form name.
Below the form, bottom left, select DELETE FORM button.
April 7, 2025
1:37 PM
Topics:
April 7, 2025
1:37 PM
April 7, 2025
1:36 PM
Thank you. It's odd that TurboTax does not support a normal form with similar questions as what is provided in the state K-1.
April 7, 2025
1:36 PM
Thank you for this information. I followed it, but don't know the Payer's I.D. number (since I haven't yet received the 1099R). The TurboTax Smart Check is telling me this information 'must be entere...
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Thank you for this information. I followed it, but don't know the Payer's I.D. number (since I haven't yet received the 1099R). The TurboTax Smart Check is telling me this information 'must be entered.' Can I proceed without this information or is it better to just wait to submit an amended 2024 return when I get them in January? With appreciation, MeliMo
April 7, 2025
1:36 PM
I entered a member on the Sch K-1 worksheet and realized I had already entered that member. I deleted all the information for the second one. The edit delete table row is greyed out. How do I delete ...
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I entered a member on the Sch K-1 worksheet and realized I had already entered that member. I deleted all the information for the second one. The edit delete table row is greyed out. How do I delete this blank record?
Topics:
April 7, 2025
1:36 PM
I clicked begin and again turbox tax searched for .tax2023 & pdf. files. I then clicked the File in the menu, then clicked open tax return. It asked me if I want to save this file and I said no ( sin...
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I clicked begin and again turbox tax searched for .tax2023 & pdf. files. I then clicked the File in the menu, then clicked open tax return. It asked me if I want to save this file and I said no ( since nothing to save at that moment). This time I didn't click begin but directly selected File ( Upper Menu) - then Open Tax Return and now I see that it can locate .tax2024 files. So issue resolved.
April 7, 2025
1:35 PM
Yes. If you have refundable credits such as the Additional Child Tax Credit, American Opportunity Tax Credit, or Earned Income Credit, it is possible to get a refund of more than you paid in.
April 7, 2025
1:35 PM
When e-filing a tax return, you cannot attach a PDF or other file to it. There is no way to upload documents to transmit with your tax return, unless they are generated by the TurboTax program.
...
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When e-filing a tax return, you cannot attach a PDF or other file to it. There is no way to upload documents to transmit with your tax return, unless they are generated by the TurboTax program.
If you need to include a document that is not included in the TurboTax program, then you will have to print and mail the tax return. When you print your state tax return, mailing instructions will be included on the first page.
Click this link for How do I file my return by mail?
April 7, 2025
1:35 PM
1 Cheer
I followed the series of steps you outlined and it sounds like you did everything correctly. The questions that were triggered were the right questions to ask because the program will determine eith...
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I followed the series of steps you outlined and it sounds like you did everything correctly. The questions that were triggered were the right questions to ask because the program will determine either taxable income or a refund.
With the small increase of a refund, the likelihood of an examination is slim or none. It appears that this was done correctly based on your steps listed above.
April 7, 2025
1:34 PM
In TurboTax for tax year 2024, I left the space blank and hit continue. The next screen had a table of all my previously entered 529 contributions.
April 7, 2025
1:34 PM
Unfortunately, I know taxes, but not computers. I appreciate your suggestions but I don't quite understand those things and I could really mess this up. Is there no other solution? If not, for me, ...
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Unfortunately, I know taxes, but not computers. I appreciate your suggestions but I don't quite understand those things and I could really mess this up. Is there no other solution? If not, for me, it almost seems that if I want TurboTax to do its review, I may have to start the return from scratch. In fact, now I see that I have the same issue with all the returns I have (partially) prepared. And it may be the same situation with the federal review.
April 7, 2025
1:34 PM
It depends. It is likely asking if your income is from farming to reduce any underpayment penalty which would be for the federal return. Check to see if you have a balance due on your tax return. Y...
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It depends. It is likely asking if your income is from farming to reduce any underpayment penalty which would be for the federal return. Check to see if you have a balance due on your tax return. You can review your tax return following the information below.
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
Select Tax Tools
On the drop-down select Tools
On the pop-up menu titled “Tools Center”, select View Tax Summary
On the left sidebar, select Preview my 1040
For TurboTax Desktop, change to 'Forms' and review the forms
The state return will be visible as well.
April 7, 2025
1:34 PM
Topics:
April 7, 2025
1:34 PM
Click the hyperlink in the software What if I didn't keep track of my mileage? It says:
What if I didn't document my miles?
The IRS requires keeping a mileage log, which tracks the date, sta...
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Click the hyperlink in the software What if I didn't keep track of my mileage? It says:
What if I didn't document my miles?
The IRS requires keeping a mileage log, which tracks the date, start/stop location, business purpose, and total mileage of each drive.
If you didn't track your mileage this year, consider creating a log for your records using your calendar or work schedule, vehicle service records, and/or bank statements. Keep one of these logs for the future. The IRS has a sample log on Table 5-2 in Publication 463 (page 39 of 61), or there are mileage tracker apps that can help you.
Be as exact as possible with your mileage. Because of stricter rules for recording vehicle expenses, numbers that seem like estimates may make you more likely to be audited.
April 7, 2025
1:33 PM
1 Cheer
Fuel Cell Property, is not treated the same as solar panels, or wind energy. so the batteries are limited to $1,667. Your solar panels would not have a limit other than 30% of the cost.
If t...
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Fuel Cell Property, is not treated the same as solar panels, or wind energy. so the batteries are limited to $1,667. Your solar panels would not have a limit other than 30% of the cost.
If there is a carryover credit, this will be found on line 16 of form 5695.
If you had certain other taxes such as self-employment taxes, the residential energy credit will not reduce this tax so depending on what type of tax liability you have, this may be the reason you are not seeing the full credit. If this does not resolve your question, if you could provide more details on all of your numbers on page 2 of your 1040 along with the line number, we may be able to better assist you.
April 7, 2025
1:33 PM
that's how I enter the tax withheld on part V 3c, other numbers are 0 for me.
April 7, 2025
1:33 PM
Here is a FAQ: How do I install and activate my TurboTax Desktop product?