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No. You will need to report the social security income in 2024. Income is taxed when received even though you did have a repayment in another tax year. If it had occurred all in the same year you cou... See more...
No. You will need to report the social security income in 2024. Income is taxed when received even though you did have a repayment in another tax year. If it had occurred all in the same year you could have made an adjustment but not when two tax years are involved.   In 2025, and if the repayment is greater than $3,000, then you will be able to use the 'Claim of Right' to recover your tax dollars. If the repayment is $3,000 or less there will be no adjustment in 2025. What is a claim of right repayment?
He should just print, sign and mail his own tax return, or he can try getting an IP PIN from the IRS to see if that will help him e-file. https://www.irs.gov/newsroom/irs-takes-steps-to-help-preven... See more...
He should just print, sign and mail his own tax return, or he can try getting an IP PIN from the IRS to see if that will help him e-file. https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin  
@MityaY Using the TurboTax online editions adding a state tax return has Always been an additional charge (except for the Free edition). This the is the website for the TurboTax Premium online edit... See more...
@MityaY Using the TurboTax online editions adding a state tax return has Always been an additional charge (except for the Free edition). This the is the website for the TurboTax Premium online edition.  Note that is shows State Additional link. https://turbotax.intuit.com/personal-taxes/online/premium/
what is code for sch B part 2
Are you using the most recent IPPIN that the IRS sent you? You can log in to your IRS account to make sure you're using the same number they have on file.  
It should be below the Payer's name and labeled "Payer's TIN" (TIN = tax identification number).   This is what the standard IRS-approved form looks like. Your payor's form might look different b... See more...
It should be below the Payer's name and labeled "Payer's TIN" (TIN = tax identification number).   This is what the standard IRS-approved form looks like. Your payor's form might look different but it should have the same information.  
Yes. If you reside in one of Tennessee's 95 counties, you have until November 3, 2025 to file. 
No, a conversion that happened in 2025 has to be reported on the 2025 return when you get the 2025 Form 1099-R for the conversion.    
In the Other Tax Situations section, check to see if you accidentally requested to apply your refund to next year.  
Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will sa... See more...
Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/ If the IRS accepted it, what does it say here?   https://www.irs.gov/refunds            Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”
Using TurboTax Home and Business desktop version:     Go to the Business tab at the top of the screen, click Continue and then I'll choose what I work on Scroll down to Less Common Business... See more...
Using TurboTax Home and Business desktop version:     Go to the Business tab at the top of the screen, click Continue and then I'll choose what I work on Scroll down to Less Common Business Situations Click Start or Update beside Self-employed Retirement to get started   If you are using TurboTax Online, go to Wages and Income on the left side of the screen.  Then scroll toward the bottom of the page to find Other Business Situations.  It should be almost at the end of the list, just above the blue Done with Income button.
Everyone prepares an individual income tax return using Form 1040.  Or if you are 65 or older it will print on 1040SR, which is identical except it has bigger print.   A 1040 is the tax return fo... See more...
Everyone prepares an individual income tax return using Form 1040.  Or if you are 65 or older it will print on 1040SR, which is identical except it has bigger print.   A 1040 is the tax return form you prepare here to send to the IRS.   If you start entering data in this software you are preparing a Form 1040.   Please look at it so you will know what you are sending to the IRS:   PREVIEW 1040   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr     To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  
Turbo Tax does not have a copy of your W-2, but your employer may provide it.   If the W-2 is not available, here are the steps to take to get your W-2. You can try to import it on TurboTax.... See more...
Turbo Tax does not have a copy of your W-2, but your employer may provide it.   If the W-2 is not available, here are the steps to take to get your W-2. You can try to import it on TurboTax.  (See the process below). Contact your employer  Contact your employer to see if the W-2 has ben sent, and request a duplicate. Go online, many employers have an online service to provide document like W-2's. Contact the IRS:  If you could not get it from your employer you can contact the IRS. You can call toll-free at 1-800-829-1040 You can request a transcript You must provide your name, address, city and state (including zip code), Social Security Number, phone number, Employer’s name, address, city and state (including zip code), and employer's phone number As a last resort, if you have a pay stub you ban complete a for 4852 Substitute for Form W-2 To import your W-2 you will have to have some confirming information. How do I import or enter my W-2?
I am sorry for your loss.   Yes you can and must file a 1040 if you meet the filing requirements. https://www.irs.gov/newsroom/who-needs-to-file-a-tax-return   Turbotax will walk you through ... See more...
I am sorry for your loss.   Yes you can and must file a 1040 if you meet the filing requirements. https://www.irs.gov/newsroom/who-needs-to-file-a-tax-return   Turbotax will walk you through it and tell you if you don't need to file or it doesn't matter. Some 1099-r are not taxable or are partially taxable (e.g. from Roth IRAs). TT will figure that out when you tell it about the distribution codes (or it will automatically know that if you import the form).  
In October 2023 I returned to work and told Social Security to stop sending me monthly SS Disability Insurance checks, but they didn't stop until March 2025.  They then did request a refund which was... See more...
In October 2023 I returned to work and told Social Security to stop sending me monthly SS Disability Insurance checks, but they didn't stop until March 2025.  They then did request a refund which was sent last week (early April 2025), but the check hasn't been cashed yet. For 2023 there weren't taxes due on the SSDI due to my low salary of three months (and disability payments). For 2024, with the combination of my salary and SSDI, Turbo Tax calculated I owe taxes on the SSDI.  (Without including SSDI I would get a small refund.)  The SS-1099-SM indicates I did receive these funds.  It is too early for a corrected SS-1099-SM. I don't want to pay about $2,500 in taxes for 2024 on money I've returned.  When filing for 2024, do I include the SSDI funds?  A volunteer tax preparer said not to, but to later expect a letter from the IRS pointing out the discrepancy.  At that time I'd have to mail back a copy of my cancelled check repaying the money to (from October 2023 to March 2025) to SS, and maybe the corrected SS-1099-SM if I am able to get one by then.  Is that the right thing to do, or do I have to pay the $2,500 now and file an amended 2024 tax return with the corrected SS-1099-SM once I can get the form?  (I don't know how long that might take.) (I live in a state where the tax filing deadline was extended till May 1 this year.)
TurboTax may prompt you to upgrade to Deluxe if it detects that you need forms or features not included in the Free Edition. However, if your return is simple, you should be able to use the Free Edit... See more...
TurboTax may prompt you to upgrade to Deluxe if it detects that you need forms or features not included in the Free Edition. However, if your return is simple, you should be able to use the Free Edition. Here’s how to downgrade:   Why TurboTax Might Charge for Deluxe TurboTax Free Edition covers simple tax situations, such as: W-2 income Standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction If any forms or features that require an upgrade were inadvertently triggered., TurboTax will prompt you to switch to Deluxe.   However, you can go back before you file and downgrade: Steps to Downgrade to TurboTax Free Edition Open Your Return: Log into your TurboTax account and open your return. Switch Products: In the left menu, select "Switch Products." Select Downgrade: Choose "Downgrade" and select the Free Edition If you have already entered information that requires Deluxe, you might need to clear and start over: Clear and Start Over: Go to "Tax Tools" in the left menu. Select Clear & Start Over: This will erase your current return and allow you to start fresh with the Free Edition   For more detailed guidance, you can refer to TurboTax's help article here.