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April 2, 2025
9:49 AM
I did. The taxes were paid by my pension plan. They were changed to Illinois, where I lived in 2024, mid year. I entered them. I said that I spent no time in California in 2024 and I didn't...
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I did. The taxes were paid by my pension plan. They were changed to Illinois, where I lived in 2024, mid year. I entered them. I said that I spent no time in California in 2024 and I didn't earn anything there either. So where would I enter 0 CA income? Thanks for any help.
April 2, 2025
9:49 AM
1 Cheer
The District of Columbia has reciprocity agreements with Maryland and Virginia. If you are a resident of one of these states, and meet certain conditions, you may not need to file a Virginia income t...
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The District of Columbia has reciprocity agreements with Maryland and Virginia. If you are a resident of one of these states, and meet certain conditions, you may not need to file a Virginia income tax return.
The rules for requiring you to file a nonresident return vary by state. Every state does have its own rules regarding nonresident returns. For example, nonresidents with more than $33 in Pennsylvania-sourced income must file a return, while nonresidents with less than $600 in Missouri income don't have to file.
For remote workers if you work as an employee but the employer who pays your wages is located in a different state, you may be considered a remote worker. Remote workers pay state income tax to their resident state and don't need to file a nonresident state return, but not always. Each state has different guidelines, so it's important to look at individual state rules to determine if you need to file for that state this year.
If you are unsure about your state's requirements, you can contact the Department of Revenue in that state, or visit their website. Most state websites have a section devoted to nonresidents and part-year residents.
Check your state's Department of Revenue website for more details.
TurboTax does ask you the appropriate questions to appropriately file a nonresident state return if it is required.
Click here for Which states have reciprocal agreements?
Click here for Why would I have to file a nonresident state return?
Click here for Do I need to file a nonresident return for an out-of-state employer?
April 2, 2025
9:49 AM
1 Cheer
You would only be able to use the Short Term Rental loss if you are not restricted by the passive activity or the material participation rules.
See IRS Form 8582: Calculating Passive Activity L...
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You would only be able to use the Short Term Rental loss if you are not restricted by the passive activity or the material participation rules.
See IRS Form 8582: Calculating Passive Activity Losses.
April 2, 2025
9:49 AM
Make sure any VPN or Anvi-Virus is turned off.
See the following TurboTax Help articles:
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
April 2, 2025
9:47 AM
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
What seems to be the reason expressed by you cannot complete the return?
If y...
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We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
What seems to be the reason expressed by you cannot complete the return?
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.
April 2, 2025
9:47 AM
I was able to get the credit to appear on Form 3804-CR on a test return.
In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your per...
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I was able to get the credit to appear on Form 3804-CR on a test return.
In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:
From the black bar at the top of your screen, select Online
Click Send Tax File to Agent
Click Send on the message that pops up
TurboTax will create a "sanitized" copy of your return information with no personal info
Post the 7-digit token number here in this thread
Please also let us know which version of TurboTax you are using, and operating system (WIN or MAC), and which state you are filing besides California.
April 2, 2025
9:46 AM
THANK YOU ! Impressive work and follow through ! Intuit/Turbotax is lucky to have you on their team !
April 2, 2025
9:46 AM
Did you allocate a portion of your Federal refund to 2025 estimated taxes?
What is the value on line 34 of your tax return?
April 2, 2025
9:46 AM
Yes, you can claim the income from the 1099-R on your tax return. If you want the IRS to know where to look for this income you can also do a nominee procedure that will clarify it for them.
No...
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Yes, you can claim the income from the 1099-R on your tax return. If you want the IRS to know where to look for this income you can also do a nominee procedure that will clarify it for them.
Nominee Returns. This is how the IRS knows what you are doing.
Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received). You must also furnish a Form 1099 to each of the other owners.
File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096)
On each new Form 1099, list the trust as the payer and the other owner, as the recipient. On Form 1096, list the trust as the nominee filer, not the original payer. The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner.
The forms filed with the IRS should be the red copy so if you don't have a color printer, go to the IRS website and order the forms here:
Form 1096
Form 1099-R
April 2, 2025
9:46 AM
You need to go to the Estimates and Other Taxes paid section in the Deductions and Credits area of TurboTax, then choose Foreign Taxes to assign your foreign income to a country and enter the tax pai...
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You need to go to the Estimates and Other Taxes paid section in the Deductions and Credits area of TurboTax, then choose Foreign Taxes to assign your foreign income to a country and enter the tax paid. Indicate that you have already entered your 1099 forms with foreign taxes paid. Choose the foreign tax credit option in place of the deduction. Choose the passive income option. Assign a country for your income and report the foreign income amount.
On the screen that says Foreign Taxes Paid - (name of country), choose the No, I have foreign taxes paid on rental, or other income (including wages) option when asked if your taxes paid only include taxes reported on Form 1099-INT or 1099-DIV, then enter the foreign taxes paid:
April 2, 2025
9:46 AM
I live in Maryland. I have a K-1 from a S Corp with income from Virginia. How much income does there need to be for me to need to file a Virgina tax return?
April 2, 2025
9:45 AM
1 Cheer
1.) You report it as if you had a Form 1099-B. When asked if you received a Form 1099-B, answer No.
2.) No, your private company shares are NOT Restricted Stock Units (RSUs).
3.) Report it as ...
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1.) You report it as if you had a Form 1099-B. When asked if you received a Form 1099-B, answer No.
2.) No, your private company shares are NOT Restricted Stock Units (RSUs).
3.) Report it as if you received a Form 1099-INT.
April 2, 2025
9:45 AM
Try a different browser.
April 2, 2025
9:45 AM
1 Cheer
What did you do regarding the 7203 for 2024? It doesn't work to limit losses if you have insufficient basis
Example: if you had a $50K loss but had zero tax basis as reported on the 7203, the for...
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What did you do regarding the 7203 for 2024? It doesn't work to limit losses if you have insufficient basis
Example: if you had a $50K loss but had zero tax basis as reported on the 7203, the form will show the loss as a carryover (line 47 column e), but in reality schedule 1 will show the $50K loss.
I would correct the 2024 7203 to show your proper tax basis at the beginning of the year. The IRS may question this because of the 2023 Form 7203 being incorrect.
If there is a loss limitation due to insufficient basis, the form that needs to be used is Form 6198 - at-risk which should limt a loss deduction to your basis.
April 2, 2025
9:45 AM
If there's no state tax withheld, leave boxes 15,16 and 17 blank. If you have some state tax withheld in box 17, use the federal employer tax ID number for state purposes
April 2, 2025
9:45 AM
I received notice yesterday about Wanda. Who can I talk to to answer this & get it straightened out?
April 2, 2025
9:45 AM
I purchased TurboTax from Amazon, but the download page never loads.
April 2, 2025
9:44 AM
I bought the STR property in January 2024, which is in a different state than my residence state, and I have a property management company managing my rental property. In 2024, I have STR loss, c...
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I bought the STR property in January 2024, which is in a different state than my residence state, and I have a property management company managing my rental property. In 2024, I have STR loss, can I use that SRT loss to reduce my W-2 federal income tax? Thanks.