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Hi Dana,   I followed your advice and entered the 1099-R I received from broker without changing anything.   clicked continued , entered 0 at Roth IRA contribution, then chose "I had conversion from Traditional IRA" entered 2020, and 2021 nondeductible contribution $6000 each, and was able to see the tax on $7000 was removed.   then the page took me to if I "made excess Roth IRA contribution for Prior Years". Do I enter the 2024 $7000 excess contribution here? Does "Prior Years" include 2024, or the years before 2024?   Thank you for your help!    

You can deduct your mortgage interest if you itemize deductions, and meet the conditions listed here.  To report mortgage interest on your return: Type 1098 in the search box, select the Jump to 1098 Answer Yes on the screen Did you pay any home loans in 2024?

When I login there are no options except to start my 2024 tax return. When I go to my intuit account and I look at documents there are no Comp completed 2024 return returns. It is as if I never completed my tax returns yet I have emails Confirming my completed tax return my payments and everything. It is as if my login is wrong though I’m using the same email address that I have for my 2024 receipts from this February

If you did not have any type of other income or are not filing a joint return, then you would not need to file a return to report this as you are well under the filing threshold.  If you are claiming a refund of taxes withheld, then you would need to get the employer EIN and enter this as a W-2 marking the box that says Didn't get a W-2 (manually calculate my earnings)  

Exit the California return and click on State taxes, and Continue. At the screen Your State Return(s), there should be a button at the bottom, "Get another state". Click on the button and follow the instructions.   If you use TurboTax Desktop, you can file five federal returns with up to three state returns each. No more than five Intuit accounts and five corresponding federal returns (for example, for a family of five) may be created, purchased, and filed using any one email address.    

Go to Federal> Deductions and Credits> Your Home to enter mortgage interest, property taxes, and mortgage insurance that you paid in 2024   You should have a 1098 from your mortgage lender that shows this information.  Lenders send these in January/early February or you may be able to import the 1098 from the lender’s website.

To view what you were charged for:   Gog into TurboTax On the left sidebar toward the bottom Click Intuit Account A screen with boxes will show up From the left sidebar Select Products and Billing For billing issues you can contact the TurboTax Support Phone Number

Yes, first it will go to Form 8995 and if there is any allowable qualified business income deduction (QBID) it will carry to your 1040, Line 13 as indicated by our amazing Tax Expert @MonikaK1. When you enter the information TurboTax will automatically do the calculations.   Wages are not part of qualified business income however the taxable income is factored in to see what the allowed QBID might be. It is a 'lesser than' calculation. You cannot use that loss against personal income.  You can carry it forward to offset any future qualified business income (QBI) for a business or investment K-1 profit or positive qualified business income (QBI).   To include your QBID carryforward loss so that it is not lost you can use the steps below. TurboTax Desktop or TurboTax Online Business Income and Expenses > Less Common Business Situations > Net Operating Loss/QBI Carryforward Loss @hawapani123 

When you look at your 8889, line 3 will have your annual HSA contribution limit, which will be zero in your case for saying that you did not have HDHP coverage in any month.   Note that the line 3 amount can be changed on the subsequent lines, like if you are under a Family HDHP plan or are 55+, but what you are asking about is line 3. But not to worry, since line 3 is correct, the rest of the numbers will be correct, and you won't have to tell the IRS anything.   Yes, if you file by mail, you likely leave line 1 blank, but we have to give you this workaround to get you to e-file. Note that the IRS Instructions do not address this situation.   @BlindFaith 

Finally approved. I checked Sunday and was approved for DD April 10th. If you called and they said everything looks good just hang in their it looks like. For some reason they seem to be extra slow this year.

This doesn't seem to be how turbotax handles this. I paid OVER 110% of the 2023 tax liability amount through withholding and estimates in 2024, and TT is assessing me underpayment. is there a way to correct this?