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According to the IRS, the Residential Clean Energy Credit should be "30% of the costs of new, qualified clean energy property for your home installed anytime from 2022 through 2032." Source: Link to ... See more...
According to the IRS, the Residential Clean Energy Credit should be "30% of the costs of new, qualified clean energy property for your home installed anytime from 2022 through 2032." Source: Link to IRS   I'm using the Home & Business version of TurboTax for Mac. Under Personal, Deductions & Credits, Home Energy credits, I've entered the information about the new solar panels and 64 kWh of batteries I had installed in 2024. Clicking on the credit amount shows the amount for the Residential Clean Energy Credit is only 14.53% of the total amount I spent on the solar + batteries.   I expected the Residential Clean Energy Credit to be 30% of the amount spent for the clean energy project. Can you explain what I need to change to get this to be calculated correctly?
" I am again asked for 2023 which I did not e-file because of the same problem. " Please tell me where TurboTax asks for the prior-year PIN, such that you know it is the prior PIN , not the to-be-... See more...
" I am again asked for 2023 which I did not e-file because of the same problem. " Please tell me where TurboTax asks for the prior-year PIN, such that you know it is the prior PIN , not the to-be-selected new PIN. As far as I can determine from forum comments TurboTax does not ask for a prior PIN.   Thanks. @ngoc2 
It’s now April of 2025.  Come on, Intuit, in what DECADE will this be fixed??  
This route simply takes one into adding the property itself to its sold assets.  It's incorrect.
Problem persists in 2025 (says must file Form 1310 when that is inaccurate for court-appointed rep. and will not let you e-file).   That is really astounding that Turbotax has not fixed this issue in... See more...
Problem persists in 2025 (says must file Form 1310 when that is inaccurate for court-appointed rep. and will not let you e-file).   That is really astounding that Turbotax has not fixed this issue in nearly 10 years now,  for a common situation.   Forcing paper form,  which especially in 2025,  will almost certainly result in delays and thus delay settlement of the estate. 
filing the extension generally prevents imposition of late filing penalty that is 4.5% per month on amount owed for up to 5 months. you are still subject to any late payment penalty which is .5% a mo... See more...
filing the extension generally prevents imposition of late filing penalty that is 4.5% per month on amount owed for up to 5 months. you are still subject to any late payment penalty which is .5% a month + interest.    if you don't owe, there are no penalties even if you file late. 
What is the customer  service  phone number
Hello, I am finishing up my tax return, and wanted help to verify that I am inputting the correct information for a Backdoor Roth IRA Conversion in my TurboTax desktop software.  For background, I ha... See more...
Hello, I am finishing up my tax return, and wanted help to verify that I am inputting the correct information for a Backdoor Roth IRA Conversion in my TurboTax desktop software.  For background, I have had a Roth IRA opened for about 4 years now.  The first two years I made non-tax-deductible contributions directly to the Roth, and in the previous two years I have opened a Trad IRA where I make my non-tax-deductible contributions to, and then convert those funds (Backdoor Roth Conversion) to my Roth.  Since starting the backdoor Roth conversions, I have received 1099-R forms, which I have inputted into TurboTax.  The following are the steps that I am going through to input this, and am just looking for confirmation that it is correct, or advice if I need to be doing something differently.   Federal Taxes > Wages & Income > Retirement Plans > IRA, 401(k), 1099-R: I auto-imported my Form 1099-R directly from my broker, and reviewed the information: Box 2b: Only "Taxable amount not determined" checked Box 7: 2-Early distribution, exception applies IRA/SEP/SIMPLE box is checked  Good news: You don't owe extra tax on this money Is this 1099-R for a contribution that your employer made... > NO Did I inherit the IRA... > NO What did you do with the money... > I moved the money to another retirement account Choose which of the following applies > I did a combination of rolling over, converting, or cashing out the money Tell us how much $$ I moved to an IRA, 401(k), or other retirement account > Amount converted to a Roth IRA account (entered the full amount) Did I put this money in a HSA? > NO Was this a withdrawal due to a disaster? > NO After this I continued to Deductions & Credits > Retirements and Investments > Trad & Roth IRA Contributions: I checked both boxes for "Traditional IRA" and "Roth IRA" Is this repayment of a retirement distribution? > NO Tell us how much you contributed (Traditional IRA) > Entered the total from the 1099-R form in the 2024 Traditional IRA contributions Did you change your mind? > NO Any excess IRA contributions before 2024? > NO Any nondeductible contributions to my (Traditional) IRA > NO This is one of the sections I wasn't fully sure of, because I converted to a Roth. Technically, I contributed to the Trad IRA, but then immediately converted it to a Roth.  Should I instead be putting Yes in this section? Tell us the value of all your Trad IRA accounts > $0 (because I immediately convert all contributions to my Roth) Did I make Roth IRA Contributions for 2024? > NO (because they were conversions?) Track Roth basis? > YES Withdraw from Roth before 2024? > NO Enter prior year Roth contributions > entered total of direct contributions from first two years of account Tell us the years > checked the years that I converted a Trad IRA to a Roth IRA Entered Conversions > Entered the amount I converted from Trad IRA to Roth IRA for the selected years Adjust Roth IRA due to divorce? > NO Any excess Roth contributions? > NO Income too high to deduct an IRA contribution Your IRA Deduction Summary > $0 After this, I double checked how it filled out my Form 8606, and it looks as follows for key inputs: Box 1 - Nondeductible contributions to Trad IRAs: full amount from 1099-R that I converted Box 2 - Total basis in Trad IRAs: $0 Box 3 - Add lines 1 and 2: Full amount from Box 1 Box 16 - Net amount converted from Trad to Roth: Full amount from Box 1 Box 17 - Basis in the amount on line 16: Full amount from Box 1 Box 18 - Taxable amount: $0 Lastly, in the IRA Info Worksheet, my basis and value for Traditional IRAs is $0, and my basis (contribution and conversion history) for Roth IRA is correctly broken down between direct contributions and conversions as of 12/31/2024. I think I have finally done this correctly, but just wanted confirmation from someone who has done this before.  Thanks in advance for any help!
It’s 2025 now.   The problem STILL isn’t resolved.   
i need 2023 tax returns  
Is it possible for me to use TurboTax this year if I'm only filing a Missouri Property tax credit and not federal or state? MO-PTC, MO-CRP, Form-5674 Thank you so much for the help!
Any other ideas to try? I've tried a million different things and cant get it to work.