All Posts

I'm using TurboTax Deluxe (which I successfully used last year). I finished my federal taxes, and I'm trying to finish my NJ state taxes. However, the program isn't applying the 3-year rule to my pension, and it's saying I owe a lot of money to NJ, including interest. I know this isn't right, but how can I force it to apply the 3-year rule? It worked last year. Do I have to note something when I add my pension 1099-R in the federal portion? Please help!! Thanks.

We have a 1099 b form that shows the value of the stock and cash value but doesn’t show the tax removed. It is listed in the w2 with the amount received before tax taken. When I enter the 1099 online we lose part of our refund but already paid tax on it?

The previous (2022) version of IRS form 5329 was straight forward.  The 2024 version is different and confusing.  The instructions are not clear.  Can someone clarify what specifically needs to be placed on lines 52a, 52b. 53a. 53b.  I could not find a useful reference; a made up example would be  most helpful

The amended tax return was accepted by irs says an email. Turbo tax documents reflect this when downloaded but still erroneously show i owe in browser interface. Irs refund check says no info submitted for amending....

I confirmed my EV is eligible for the tax credit, but the "make" of my vehicle isn't in the dropdown list. I'm not sure if a tax professional can help enter it in manually or if there's a way for me to do it myself manually

Using 2024 TurboTax Premier Desktop, not online. I updated the software online just an hour ago. I am finished with taxes.  I have done the taxes offline except to get update on software and import state.   I want to edit my 5329 explanation. However, in FORMS mode, TurboTax is NOT allowing me to make changes.   ALSO: when I tried printing the entire tax return via Print to Mail... form 5329 was totally blank and Explanation was omitted.  So, I saved as PDF, and there it is.  BUT the explanation is not legible because letters are microscopic.  It needs fewer words per line.  But it will not allow me to edit the form.   At this point, taxes are finished.  I have run all the reviews and had almost no corrections.   Another problem is that all the TurboTax "typing" on my return is very light and hard to read, even though the FORM itself is dark and visible.  It is not like prior years with legible entries.  How can I get the lettering more legible?

We filed 2 separate returns ( married filing separately) in 2021 i want to amend our taxes to married filing jointly so we can claim Turin expenses for that year and receive the  American opportunity credit    What do I filled and what do I submit to show this ?