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In the My Info section of the TurboTax online editions you can enter, change or delete any dependent information. Click on My Info on the left side of the online program screen.
Previous years TurboTax version pulled up the individual stock investment transactions where one could adjust the stock cost basis based on reinvested dividends. However, in 2024 that action seems to... See more...
Previous years TurboTax version pulled up the individual stock investment transactions where one could adjust the stock cost basis based on reinvested dividends. However, in 2024 that action seems to be missing.
Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)
Turbo tax contact#?
We’d prefer to keep accounts linked for ease of importing info. My name is the primary on the TurboTax account (and has been for years) but he is the sole proprietor of the business. We plan to file o... See more...
We’d prefer to keep accounts linked for ease of importing info. My name is the primary on the TurboTax account (and has been for years) but he is the sole proprietor of the business. We plan to file one return for his business and our personal filing together.
there's no way to know. in some case one bank will buy mortgages from another bank in which case there is separate reporting by the two banks. at other times one bank will take over another. here eit... See more...
there's no way to know. in some case one bank will buy mortgages from another bank in which case there is separate reporting by the two banks. at other times one bank will take over another. here either scenario is possible - one 1098 for both or separate.   if you have monthly mortgage statements look at them to see if the interest reported seems reasonable for the whole year.     another possibility is to take your mortgage payments for the year suntract the amount that went to escrow if any and the subtract the difference between your mortgage balance at the start and end of the year........these would be principal payments so the remaininder would be interest   still another option is to use the IRS website to obatin an account transcript. if there are two 1098s both should be on file with the iRS.
The 1098 you received from the current lender should only show the mortgage interest paid to that lender.
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Claim alone myself no hosue hold
Hello, my home loan was sold to another lender during 2024. I have the latest 1098 but can't get the earlier one because the site of the original lender isn't working. My question: is the mortgage in... See more...
Hello, my home loan was sold to another lender during 2024. I have the latest 1098 but can't get the earlier one because the site of the original lender isn't working. My question: is the mortgage interest on the latest 1098 the same as the mortgage interest in the older 1098. thanks for advising.
"5 days early" does not mean get your refund in five days.  It means you can get your refund 1-5 days before the date posted on the IRS refund site.  Only the IRS can approve of your refund and provi... See more...
"5 days early" does not mean get your refund in five days.  It means you can get your refund 1-5 days before the date posted on the IRS refund site.  Only the IRS can approve of your refund and provide a date for the refund to be issued. TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst  
Go to this Social Security Administration website for a copy of the SSA-1099 - https://www.ssa.gov/faqs/en/questions/KA-01723.html
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return... See more...
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected. What is the status of the e-filed tax return as indicated by the email you received from TurboTax?   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website. See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions   Pending or Processing?  
I need to allow my Chase account to supply info for my Intuit tax form. How do I access account from the form?
This is absolutely insane and infuriating! It has been well over a month now, because I thought I would give them some time. I filed on march 22, today is April 27th and my return still says it’s pen... See more...
This is absolutely insane and infuriating! It has been well over a month now, because I thought I would give them some time. I filed on march 22, today is April 27th and my return still says it’s pending! What is going on???
2023 , retirement plus annuities was $25,000, taxed 8,855 and social  security was &27,000, taxed $5786, wages $12868! 2024, wages $13 368, retirement plus annuities $$25,367  and social securit... See more...
2023 , retirement plus annuities was $25,000, taxed 8,855 and social  security was &27,000, taxed $5786, wages $12868! 2024, wages $13 368, retirement plus annuities $$25,367  and social security $28,368 taxed  $19,000 . Difference income from 2023 was $27,000 and 2024 $56,00 AJI. How is this possible     
No, sales tax and estimated payments are not the same.  Sales taxes are the taxes that you pay when you purchase goods and services.  Generally the merchant has to collect it and submit the tax to th... See more...
No, sales tax and estimated payments are not the same.  Sales taxes are the taxes that you pay when you purchase goods and services.  Generally the merchant has to collect it and submit the tax to the state.     Estimated taxes are quarterly payments that you make to the IRS and the state, for any income that you received that did not have federal and state withholding.   You would have to review your letter to see what they are asking for.  If in your businesses you sell goods or taxable services, you would need to file a sales tax return with your state.  If you need additional questions, feel free to reach out again.     See the TurboTax help articles below for more information:   What Are State Sales Taxes? What are federal estimated taxes?