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April 2, 2025
3:09 PM
yes, it started out as zero. Just wanted to be sure the amount shown to be refunded was in addition to what i have already received. thanks!
April 2, 2025
3:09 PM
Are you entering a W2 or 1099NEC for it? If she gave you a W2 you need the EIN. A 1099NEC can have her ssn on it.
April 2, 2025
3:09 PM
Do you mean that you want to split your federal tax refund and have it direct deposited into more than one bank account? If that's what you mean, select Direct Deposit and enter the information for t...
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Do you mean that you want to split your federal tax refund and have it direct deposited into more than one bank account? If that's what you mean, select Direct Deposit and enter the information for the first account. At the very bottom of the screen where you enter the bank information, check the box that says "I would like to split my refund into more than one account." After you confirm the routing number and account number for the first account, the next screen will let you enter two more accounts and designate the amount you want deposited into each account.
If this doesn't answer your question, please explain exactly where you want to add another bank.
April 2, 2025
3:09 PM
It depends. Your dependent child doesn't have to live with you to qualify as your dependent, but there are other eligibility requirements that must be met. If the child that you are trying to claim ...
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It depends. Your dependent child doesn't have to live with you to qualify as your dependent, but there are other eligibility requirements that must be met. If the child that you are trying to claim meets the qualifying requirements of a qualifying child or a qualifying relative, then you can claim them as a dependent. Below you will find the basic qualifiers:
To determine if the individual is your qualifying child, the following questions must be true:
The child must be related to you.
The child can’t be claimed as a dependent by someone else.
The child must be a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
If the child is married, they can’t file a joint return with their spouse.
The child must be under the age of 19 (or 24 for full-time students).
No age limit for permanently and totally disabled children.
The child must have lived with you for more than half the year (exceptions apply).
The child didn't provide more than half of their own support for the year.
If the individual doesn’t qualify as your qualifying child, you may be able to claim them as your qualifying relative. The following questions must be true:
The individual can’t be claimed as a dependent by someone else.
The individual must be a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
If the individual is married, they can’t file a joint return with their spouse.
The individual must live with you all year.
The individual can’t have made more than $5,050 in income in 2024.
You must provide more than half of their total support for the year.
Please review the TurboTax Help article Who can I claim as my dependent?
April 2, 2025
3:08 PM
We had an excess contribution to our HSA of $14,000, which we withdrew in 2 withdrawals in August 2024. One withdrawal of $8750, was reported on our amended 2023 taxes, also filed in August 2024. The...
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We had an excess contribution to our HSA of $14,000, which we withdrew in 2 withdrawals in August 2024. One withdrawal of $8750, was reported on our amended 2023 taxes, also filed in August 2024. The remaining $5250 will be reported on our 2024 taxes. The 1099-SA form for 2024 has the entire $14,000. We will be paying taxes on the $8750 amount twice, once for 2023 and once for 2024. How do we let the IRS know we have already paid taxes on the 2023 portion? Should we modify the SA-1099 form in TT to reflect only the 2024 portion? That does not seem proper to us. Note: We have 2 letters from our HSA reflecting the two withdrawals one for 2023 and another for 2024. I hope I have made myself clear and Thank-you for any replies
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April 2, 2025
3:07 PM
I had the same experience. And version of Adobe makes all of the difference. I was using the Adobe extension that comes with chrome and my K-1-T form was blank. I downloaded the tax returns and opene...
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I had the same experience. And version of Adobe makes all of the difference. I was using the Adobe extension that comes with chrome and my K-1-T form was blank. I downloaded the tax returns and opened them in Adobe Acrobat and the data was visible!
April 2, 2025
3:07 PM
The only way would be if you entered it under Deductions & Credits for IRA contributions. Go back and delete it from there. Federal Deductions and Credits Then scroll down to Retirement and Inve...
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The only way would be if you entered it under Deductions & Credits for IRA contributions. Go back and delete it from there. Federal Deductions and Credits Then scroll down to Retirement and Investments Traditional and ROTH IRA Contributions - Click the Start or Update button You might need to delete the 1099R and enter it again Manually (especially if you imported it).
April 2, 2025
3:07 PM
I have a new rental of an inherited property. I can split my DOD basis in the property between land and improvements based on the property tax statement. That gives me a preliminary depreciable basis...
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I have a new rental of an inherited property. I can split my DOD basis in the property between land and improvements based on the property tax statement. That gives me a preliminary depreciable basis for the property, as only improvements are depreciable. I then made subsequent improvements to the property. These have nothing to do with land, they are direct improvement costs. They should be added to the above improvement basis for the total depreciable basis prior to being put into service. However, TurboTax takes the whole basis, adds the subsequent improvements to the whole basis, then applies the land improvement split, with the net result that it attributes some of the direct improvement costs to the land. That is just plain wrong. On the worksheet one can see how it's done incorrectly. To work around this mistake, which one should not have to do, one can just enter the improvement value of the property (i.e. land/improvement split applied to the DOD assessment), the cost of subsequent improvements, and a land/improvement split of 0/1. But this is a serious mistake in the software.
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April 2, 2025
3:06 PM
April 2, 2025
3:06 PM
You may need to attach a continuation statement listing the extra accounts separately. The IRS instructions for Form 8938 specify that if you have more accounts than the form allows, you need to ...
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You may need to attach a continuation statement listing the extra accounts separately. The IRS instructions for Form 8938 specify that if you have more accounts than the form allows, you need to attach a separate statement with the required details for each additional account.
April 2, 2025
3:06 PM
when each of these is complete, the "start" button becomes a "revisit" button, but this won't happen with the "business credit" section. its keeping me from completing the federal portion.
April 2, 2025
3:06 PM
Where do I put the information/numbers from the Schedule K-1 (form 1041) boxes listed below, into the actual the Form 1041 (Estates and Trusts)? Specifically, I'm trying to understand which line on ...
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Where do I put the information/numbers from the Schedule K-1 (form 1041) boxes listed below, into the actual the Form 1041 (Estates and Trusts)? Specifically, I'm trying to understand which line on the Form 1041 should be populated with the values from the Schedule K-1 boxes that are listed below. All of these are from Part III (Beneficiary's share of current year income, deductions, credits and other items) Box 5 Box 11--Code "C" Box 11--Code "D" Box 14--Code "E" Box 14--Code "H" ; Also if the number in box 14, code "H" is negative, how is that accounted for on the Form 1041? Thank you
April 2, 2025
3:06 PM
Hi, I’m sorry you’re experiencing the same issue. Yesterday, I received some good news, and I hope it brings you some relief. I checked the IRS “Where’s My Refund?” tool, and it now indicates tha...
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Hi, I’m sorry you’re experiencing the same issue. Yesterday, I received some good news, and I hope it brings you some relief. I checked the IRS “Where’s My Refund?” tool, and it now indicates that they are going to send me the check. (It appears that Cross River finally declined the transaction, and the funds have been returned to the IRS.) Additionally, the TurboTax Care Team ([email address removed]). (I can't use that mail for replies =/// ) sent me two emails confirming that they declined the transaction and that the IRS will issue me the check. Perhaps the postal letters had some effect—I sent two letters about 10 days ago: one to Cross River and one to TurboTax. The addresses were: Cross River: 885 Teaneck Road, Teaneck, NJ 07666 TurboTax: 2800 E Commerce Center Place, Tucson, AZ 85706 I wrote that they must inform me about the status, or I will escalate this matter to regulatory agencies. --- Wish you will get some updates soon.
April 2, 2025
3:06 PM
Our solar panels were installed in 2022. Can we still get a credit for them this year?
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April 2, 2025
3:06 PM
TurboTax generally does not automatically apply the state retirement exclusion. This is applied during the state interview in the section for "Wage and retirement adjustments". Be sure to enter thi...
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TurboTax generally does not automatically apply the state retirement exclusion. This is applied during the state interview in the section for "Wage and retirement adjustments". Be sure to enter this section of the interview if the questions don't populate automatically. You will be given the option to "edit" the distribution in the program in most versions and once you enter this section it will ask you the questions appropriate to determine the exclusion amount. For your case, be sure to answer "yes" to the question "Were You a Beneficiary?" This will open up an area to enter the decedent's date of birth, total amount of the pension exclusion and any amount already excluded on the decedent's return. You will also be asked for the amount of the pension, annuity, or IRA which was excluded on the decedent's own return. Your 1099-R likely only represents the portion paid to you, so the answer there's like 0 in your case. You can double-check that you are seeing the exclusion on the return by taking a look at the PDF prior to submitting the return to file. The exclusion will show up on IT-203 Line 28
April 2, 2025
3:05 PM
Lol that's funny . I am not here to attack people . I am here with honest info. I have 3 computers I install on all 3 so now I can Efile 15 returns been doing it for 10 years. Same email address yes ...
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Lol that's funny . I am not here to attack people . I am here with honest info. I have 3 computers I install on all 3 so now I can Efile 15 returns been doing it for 10 years. Same email address yes it does connect to your account but this isn't where the limiting starts when e-filing . This just limits how many devices you can install it on which is 5. Each of those devices can do 5 efiles. People would call all the time thinking they could just uninstall the program and buy a new one which a few did and had to be refunded. Only way it works different is if you are part of the pro series. In which case you need to be a CPA and can then pay per efiled return.
April 2, 2025
3:05 PM
We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.
Once you file you...
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We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.
Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.
If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:
April 2, 2025
3:05 PM
I'm a graduate student, if that changes anything.
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April 2, 2025
3:05 PM
For some people, salary is W2 plus 1042S. But for me, W2 is already the salary. So I am very confused.
April 2, 2025
3:05 PM
The first time it took 8 calls and 5 days for Intuit to fix. Today I called and the Intuit person told me to call Transunion? Anyone else have this issue. I can't go another 5 days not having access t...
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The first time it took 8 calls and 5 days for Intuit to fix. Today I called and the Intuit person told me to call Transunion? Anyone else have this issue. I can't go another 5 days not having access to my Tax Returns and QBO clients!