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April 1, 2025
9:59 PM
1 Cheer
I am getting the same message. I input everything "exactly as it is noted" on my 1099-R and I am getting the same issue with the less than 3K. I was in Federal law enforcement. A number is in the b...
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I am getting the same message. I input everything "exactly as it is noted" on my 1099-R and I am getting the same issue with the less than 3K. I was in Federal law enforcement. A number is in the box that does not correspond with anything I put in. I am perplexed as to how that number was arrived at. TurboTax has a bug in the system
April 1, 2025
9:58 PM
Subject: Trouble Reporting Home Sale on 1099-S When I Received $0 Proceeds (Divorce-Related) I'm using TurboTax Deluxe 2024 to file my 2024 return and am running into a problem with reporting a h...
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Subject: Trouble Reporting Home Sale on 1099-S When I Received $0 Proceeds (Divorce-Related) I'm using TurboTax Deluxe 2024 to file my 2024 return and am running into a problem with reporting a home sale. Background: I divorced in 2024. TurboTax recommends I file as "Single." Before the divorce was finalized, my ex-spouse and I sold our jointly owned home. Per the divorce judgment, I received $0 proceeds from the sale. The 1099-S I received reflects $0 in proceeds, as expected. The Issue: TurboTax asks if I received a 1099-S. When I say "yes," it forces me to enter all home sale info: purchase price, sale price, address, etc. Nowhere does it allow me to indicate that I received no proceeds or had no capital gain. On Schedule D, Worksheet 1 (d), it labels the field as “Proceeds (selling price),” which adds confusion — "proceeds" and "selling price" are not the same in this case. I tried to adjust the sale info or basis to reflect that I had no financial gain, but TurboTax still calculates a large capital gain and taxes it. I am not claiming the $250,000 exclusion — I just want the sale properly reflected as generating no gain to me. Support Experience: A TurboTax agent told me that I shouldn’t need to report the sale at all and that I could simply mail the 1099-S to the IRS with a note — but I was disconnected before she could confirm or explain further. My Questions: Has anyone dealt with a similar situation (divorce + 1099-S + no proceeds)? How did you report it properly in TurboTax? Is there a way to enter an adjustment (e.g., Code "O" or similar) to offset the gain on the home sale? Any help or clarification would be appreciated. Thanks!
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April 1, 2025
9:52 PM
Just re-reading the info I'd just posted, I realized I should have been more clear about where / when you get your Federal Identity Protection PIN. The answer: each year (say, January, before you ...
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Just re-reading the info I'd just posted, I realized I should have been more clear about where / when you get your Federal Identity Protection PIN. The answer: each year (say, January, before you start your taxes for the previous year), apply to the IRS for your new ID Protection PIN. So for example, if in 2025 you're starting your tax-calculations for last year (the "2024 Tax Year"), then you'll need to apply to the IRS for a 2025 PIN. Because that 6-digit PIN is for any Federal Form you transmit electronically during the CURRENT YEAR. So again, even tho the papers you want to file electronically are for Tax Yr 2024, the fact that you're actually sending your 1040 to the IRS in 2025 means that you'll need a 2025 PIN. And again, as I mentioned earlier, you get that PIN by going to www.IRS.gov/get-an-ippin" Good luck!
April 1, 2025
9:50 PM
When going through the step-by-step I missed a field that was pointed out during the review. I put in a value calling for my 2023 Schedule A line 5a. I put in a zero but would like to edit that fie...
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When going through the step-by-step I missed a field that was pointed out during the review. I put in a value calling for my 2023 Schedule A line 5a. I put in a zero but would like to edit that field but I can't seem to be able to. I don't have access to my 2023 Schedule A so I did a calculation on the IRS website. Any advice?
April 1, 2025
9:50 PM
What do I need to do to correct a duplicate W-2 error?
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April 1, 2025
9:49 PM
April 1, 2025
9:47 PM
Here is the token [removed]-01071637
April 1, 2025
9:44 PM
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April 1, 2025
9:44 PM
Can't update old email address that is being printed by TurboTax on MN State form M1. Can't change it in Forms mode either. The email comes up in a blue highlighted area that is not editable. Appa...
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Can't update old email address that is being printed by TurboTax on MN State form M1. Can't change it in Forms mode either. The email comes up in a blue highlighted area that is not editable. Apparently, this problem has been reported in 2021, but I am having the problem with Home and Business 2024! -Aadro
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April 1, 2025
9:41 PM
In other posts says to report as a 1099r. Which one is the correct way?
April 1, 2025
9:40 PM
Can't do it that way either. When I go to forms mode, the email address comes uip in a blue highlighted area, and that's not apparently editable. -Aadro
April 1, 2025
9:39 PM
This is his first time can we do e-file without it or do we have to has a picture state ID?
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April 1, 2025
9:39 PM
OK, Folks. Here's what I just learned about the importance of including a federal "Identity Protection Pin."
1. I worked on my taxes, using TurboTax, for several days. Finally, I decided to file ...
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OK, Folks. Here's what I just learned about the importance of including a federal "Identity Protection Pin."
1. I worked on my taxes, using TurboTax, for several days. Finally, I decided to file both my Federal & my State taxes electronically.
2. This would have been the first year I filed my State taxes electronically. What made me change my mind: an apparent $5 discount (20% off, was the ad pitch). But, when I came near the end of the process, I found a little sentence that said: "$40 refund fee." So apparently I'd be charged not $20 for filing my State taxes, but $60. DECEPTIVE ADVERTISING! Needless to say, I decided to NOT file my State taxes electronically, but rather via the mail.
3. So now back to my Federal 1040. That, I DID file electronically--since TT did not, per usual, charge any fee.
4. But a half-hour later, I got a notice saying that my Federal 1040 had been REJECTED. At first, I didn't know why.
5. But after another half-hour or so, I got an email from TT, explaining why my 1040 had been rejected: I'd forgotten to include my "Identity Protection Pin." My WHAT, I asked myself? It took a little more rummaging thru my files, to discover that, yes, last year, in April, I HAD applied to the Federal government (Internal Revenue Service) for such a PIN. I'd simply forgotten. But then, after a little more detective work, I learned that, even tho I'd be filing a 1040 for Tax Year 2024, I'd nonetheless need a new 2025 PIN. That, because the PIN is for any form you electronically file to the IRS during the current year. So...I discovered how to get a 2025 PIN. Go to www.IRS.gov/get-an-ippin
There, the tabs will lead you to a brand new PIN, reserved for you. Now, that's assuming that you filed for a 2024 pin last year; and that you created, at that time, an IRS password; if 2025 is the first time you're filing, then you'll have to go thru the process of being a first-time requester. I can't quite recall the process, but the website should walk you thru it. At the end, you'll be asked to create a password. Be sure to write it down, and store it somewhere (with your taxes? in a special Password book?) where you can retrieve it next year.
6. Now once you get this Identity Protection PIN, you have to enter it on your TT 1040 form. Ultimately, it will end up on your Federal 1040, just to the right of where your signature would normally go. But surprise: TT does NOT let you simply type it in. Instead, you have to go to the top of the Form, and click on "Easy Step"--the process that walks you thru each step in the following process. Now the instructions I'd found earlier had said to first go to the "Federal" tab. THIS IS WRONG. There IS NO "Federal" tab--at least, not in my "Home & Business" version of TT. Thankfully, a smart TT tech named Tristan (whom I called at the Intuit Customer-Service # of 800-446-8848 knew the solution.
Namely:
a) As mentioned, click on "easy Step" at the top left of the page.
b) Navigate your way to the page whose heading says, "Let's Get Your Biggest Personal Refund." Underneath, you'll find 6 tabs, spread out horizontally: "Personal Info"; "Business"; "Personal"; "State Taxes"; "Review"; "File." Click on the 3rd tab, "Personal."
c) A drop-down menu appears, with 5 tabs spread out horizontally: "Personal Income"; "Deductions & Credits"; "Other Tax Situations"; "Federal Review"; "Smart Check." Click on the 3rd tab, "Other Tax Situations."
d) A new drop-down menu appears. This time, the entries are listed vertically: "Alternative Minimum Tax"; "Business Taxes"; "Additional Tax Payments"; "Other Return Info"; "Other Tax Forms"; "Retirement Savings." You want the 4th entry, "Other Return Info." Right beneath it is the heading, "Identity Protection Pin." AT LAST! Click on it, and you can then type in your 6-digit ID Protection PIN. And lo & behold, that PIN automatically gets transferred to your actual 1040 Form, appearing nicely just where it's supposed to, to the right of your empty "Signature" line. Since you're filing electronically, that Signature line, + the date, are blank. Ditto for your spouse's Signature line.
And by the way, if you & your spouse are filing jointly, you do NOT need to apply for a separate Identity Protection PIN for them. Just the one PIN of the main tax-filer is all you'll need.
'Hope you find this helpful. In the future, if any of the TT team is reading this, it would be SO helpful if you could make this process of "adding an Identity Protection PIN" somehow simpler. Thanks! Dennis
April 1, 2025
9:39 PM
This is INCORRECT. The email address ***is*** printed on the TurboTax Minnesota State return M1, and I am trying to change it and can't figure out how. It is NOT the same as my TurboTax account, as...
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This is INCORRECT. The email address ***is*** printed on the TurboTax Minnesota State return M1, and I am trying to change it and can't figure out how. It is NOT the same as my TurboTax account, as this return is for a family member.
April 1, 2025
9:38 PM
I don't see this option in online Turbo tax.
April 1, 2025
9:37 PM
It will be on the W2 you should have got in the mail. Actually it is just as fast and easy to manually enter the W2 yourself. Ask the employer for another copy. Or maybe they paid you as an inde...
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It will be on the W2 you should have got in the mail. Actually it is just as fast and easy to manually enter the W2 yourself. Ask the employer for another copy. Or maybe they paid you as an independent contractor, not as an employee. Did they take taxes out of your pay?
April 1, 2025
9:36 PM
I e-filed on 03/02/2025. I have yet to receive an Accepted or Rejected message from the IRS! None of the suggested reasons, made here by you, why this might have happened is not valid in my case. Wh...
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I e-filed on 03/02/2025. I have yet to receive an Accepted or Rejected message from the IRS! None of the suggested reasons, made here by you, why this might have happened is not valid in my case. What do I do now?
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April 1, 2025
9:35 PM
You're just self-employed and will complete Schedule C which is how you report your self-employment income. The good news is that you can deduct ordinary expenses that you incurred making this income...
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You're just self-employed and will complete Schedule C which is how you report your self-employment income. The good news is that you can deduct ordinary expenses that you incurred making this income. Follow the steps below to enter your income.
Open TurboTax
Select Wages & Income
Select Self-Employment Income and Expenses
TurboTax will guide you through the interview screens to help you enter your income and expenses.
For more information, refer to the TurboTax article What is a 1099-NEC?
For additional information, review the TurboTax help articles: What self-employed expenses can I deduct? and How do I report income from self-employment?
Follow the instructions in the TurboTax help article Where do I enter my self-employment business expenses, like home office, vehicle mileage, and supplies?
April 1, 2025
9:35 PM
My daughter's return is getting a Federal Review error message on a W-2 related to a 457 nonqualified distribution (received because she changed jobs). The official Payor is a Life Insurance company...
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My daughter's return is getting a Federal Review error message on a W-2 related to a 457 nonqualified distribution (received because she changed jobs). The official Payor is a Life Insurance company located in Iowa. Box 11 lists the state as GA, which we assume is because that is where the previous employer was located. Box 15 shows the state as IL, my daughter's current legal address and address to where the distribution check was mailed. The W2 also shows Wages in Box 16 and a state income tax payment amount in Box 17. Her Federal Review generates an error message indicating the "Nonqualified Distribution (State ID) does not match with any states entered in Box 15." Is it OK to just change Box 11 to "IL" to match box 15 or will that cause some type of reporting issue with the IRS?
April 1, 2025
9:32 PM
Look on one of you old paycheck stubs.