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April 7, 2025
3:09 PM
I had to change my email address. im not sure if my password and user name are sti
April 7, 2025
3:09 PM
Where do I enter it
You can claim the interest deduction, if you meet the three requirements:
You paid the interest
You are legally obligated to pay it (co-signing counts)
The student was your dependent, at the ...
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You can claim the interest deduction, if you meet the three requirements:
You paid the interest
You are legally obligated to pay it (co-signing counts)
The student was your dependent, at the time the loan was used to pay for qualified educational expenses (the TT pop up says “when you took out the loan”)
April 7, 2025
3:08 PM
I have been reading the IRS "Instructions for Form 8962". Specifically, Line 2b. They have a notation - * Only include your dependents who are required to file an income tax return because their inco...
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I have been reading the IRS "Instructions for Form 8962". Specifically, Line 2b. They have a notation - * Only include your dependents who are required to file an income tax return because their income meets the income tax return filing threshold. Last year, I entered my daughter's AGI. She was not required, due to income, to file a federal return, but she did. This year, she still is not required to but will. Should I list her 2024 AGI on 2b, and/or does it really matter?
April 7, 2025
3:08 PM
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April 7, 2025
3:08 PM
Where do I enter less than $300 foreign tax from brokerage account to get tax credit
April 7, 2025
3:08 PM
How do I talk to a person at that IRS phone #?
April 7, 2025
3:07 PM
You can deduct costs of selling your home such as escrow fees, legal fees, real estate agent commissions, advertising costs, and even home staging fees. But you can’t deduct these costs in the same w...
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You can deduct costs of selling your home such as escrow fees, legal fees, real estate agent commissions, advertising costs, and even home staging fees. But you can’t deduct these costs in the same way you would deduct your mortgage interest (as an itemized deduction). You would subtract the costs from the sales price of your home, which lowers any capital gains that you may have.
Taxpayers who are selling their home may qualify to exclude all or part of any gain from the sale from their income when filing their tax return.
If you paid any property taxes, you can deduct the amount you paid for the time you owned your home. You can also deduct the interest on your mortgage for the portion of the year you owned your home. You will deduct these as itemized deductions.
You can enter your sale of home information into TurboTax as follows:
Click on the search icon in the upper right of your TurboTax screen
Type "sale of home" in the search box
Click on the link "Jump to sale of home"
Follow the TurboTax screens and answer any follow-up questions regarding your sale
Your TurboTax screen will look something like this:
Click here for Publication 523, Selling Your Home
Click here for Tax Aspects of Home Ownership: Selling a Home
April 7, 2025
3:07 PM
Got it thanks, to clarify, if I rent for 4 months, then personal usage for 1 year and rent for another 4 months, the depreciation will restart to accumulate for my 2nd rental, as it should not includ...
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Got it thanks, to clarify, if I rent for 4 months, then personal usage for 1 year and rent for another 4 months, the depreciation will restart to accumulate for my 2nd rental, as it should not include my personal use between 2 rentals? let me know if I understand correctly.
April 7, 2025
3:07 PM
I'm preparing a Hawaii part-year resident income tax form for the first time in decades. Unlike the federal return, where qualified, non-qualified, and Sec 199A dividends are treated differently, it ...
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I'm preparing a Hawaii part-year resident income tax form for the first time in decades. Unlike the federal return, where qualified, non-qualified, and Sec 199A dividends are treated differently, it would appear that these different types of dividends are all taxed the same. I've searched the Hawaii Dept. of Taxation website for answers and called customer service. The website only has documents with dense legalese, and customer service is not trained to answer such questions. Does anyone in the community know if qualified, non-qualified, and Sec 199A dividends are treated differently in Hawaii?
April 7, 2025
3:07 PM
If you don't qualify for the Lifetime Learning Credit, or want to eliminate it, you'll have to delete the forms that are related to education credits.
If you see form 8863 and form 1098-T, delete...
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If you don't qualify for the Lifetime Learning Credit, or want to eliminate it, you'll have to delete the forms that are related to education credits.
If you see form 8863 and form 1098-T, delete them. Click here for instructions
April 7, 2025
3:07 PM
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April 7, 2025
3:07 PM
additions code A-101 - entering from the w-2
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April 7, 2025
3:06 PM
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I ...
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To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
April 7, 2025
3:06 PM
If you read my response that is exactly what I said....I responded specifically about Georgia as I have not filed returns in other states, but provided that the capability might be there for mandato...
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If you read my response that is exactly what I said....I responded specifically about Georgia as I have not filed returns in other states, but provided that the capability might be there for mandatory (state required) PDF attachments... If you are a Intuit employee, you might want to share your knowledge about these "one off" exceptions with other support employees because, I called several times in prior years and I got zero help as they had no clue that GA accepted mandatory PDF attachments. Maybe your response should include the actual list of states and documents allowed to be attached to e-file instead of generalizing and saying flat out that Turbo Tax does not allowed attachments.
April 7, 2025
3:05 PM
You will have to contact TurboTax support for assistance for this issue.
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account...
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You will have to contact TurboTax support for assistance for this issue.
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
April 7, 2025
3:03 PM
This question of How do i report a State of wi 1099-r and where do I report it as it is a pensiion and it has no info except that it is a it is a distribution from Pensions, Annuties, Retirement ...
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This question of How do i report a State of wi 1099-r and where do I report it as it is a pensiion and it has no info except that it is a it is a distribution from Pensions, Annuties, Retirement ofor Profitsharing plans, IRAs Insurance contratcs etc?.
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April 7, 2025
3:03 PM
How do I add my bank. Need it to pull up my bank information. It's telling me it's not listed
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April 7, 2025
3:03 PM
Have you entered information about your military status in the Personal Info section of TurboTax, and have you checked that your W-2 is for active duty pay? I am unable to recreate the situation you ...
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Have you entered information about your military status in the Personal Info section of TurboTax, and have you checked that your W-2 is for active duty pay? I am unable to recreate the situation you describe.
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
April 7, 2025
3:03 PM
Did you follow the instructions as noted in the following TurboTax support FAQ? You should get Status of your state returns screen after clicking on State on the left side menu. Then you can click ...
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Did you follow the instructions as noted in the following TurboTax support FAQ? You should get Status of your state returns screen after clicking on State on the left side menu. Then you can click on the trash can symbol for the state you want to delete.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/delete-state-return-turbotax-online/L8v9awRbh_US_en_US?uid=m97mb8lx