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April 17, 2025
8:05 AM
No one can call you from the user forum. If anyone calls you beware of scammers and would-be identity thieves who would love to contact you and pretend to represent TurboTax.
This is a public ...
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No one can call you from the user forum. If anyone calls you beware of scammers and would-be identity thieves who would love to contact you and pretend to represent TurboTax.
This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax. Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.
April 17, 2025
8:03 AM
Please follow these follow these steps to enter a required minimum distribution from your TSP:
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R” and enter...
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Please follow these follow these steps to enter a required minimum distribution from your TSP:
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R” and enter your 1099-R
Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
Continue until "How much of this distribution applied to your December 31, 2024 RMD?" screen and select "The entire distribution was an RMD" /or select "Only part of this distribution was a RMD" and enter the amount of RMD
On the "Here's your 1099-R info" screen click "Continue"
On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024, otherwise select what is applicable.
April 17, 2025
8:03 AM
Help Tax refund
Topics:
April 17, 2025
8:02 AM
Vanessa, I did purchase the downloadable version of TurboTax Deluxe and it saved me! After attempting to do my complex taxes with 4 other programs - 1 of which was another paid for/downloadable versi...
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Vanessa, I did purchase the downloadable version of TurboTax Deluxe and it saved me! After attempting to do my complex taxes with 4 other programs - 1 of which was another paid for/downloadable version of H&R Block, not only did TurboTax calculate everything for me so easily with regard to the ACA recalculation for marriage, it also walked me through forms 2555 and 1116 and I realized that my husband actually qualified for form 2555 which deducted ALL his foreign income from being taxed, instead of giving me a credit for the tax he already paid. The other programs treated form 2555 much differently and acted as if his 330 day physical presence had to begin on 1/1/2024. The best part is that I'm now getting a refund back and therefore won't be penalized for submitting my taxes late 😁 Thank you!
April 17, 2025
8:00 AM
ROTH CONTRIBUTORY IRA
April 17, 2025
7:57 AM
It's possible you have been a victim of identity theft, if you haven't filed a return. Unfortunately your only option will be to paper file your return. I would also suggest you Complete IRS For...
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It's possible you have been a victim of identity theft, if you haven't filed a return. Unfortunately your only option will be to paper file your return. I would also suggest you Complete IRS Form 14039, Identity Theft Affidavit and mail it along with your return. More information can be found here: Identity Theft Guide
April 17, 2025
7:57 AM
As long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered, you can erase your return and start from scratch in TurboTax Online. Sign in and select a topic ...
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As long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered, you can erase your return and start from scratch in TurboTax Online. Sign in and select a topic to continue your return. On the next screen, from the left-side menu, select Tax Tools, and then Clear & Start Over (select the menu icon in the upper-left corner if you don't see this menu). Answer Yes in the pop-up to confirm.
April 17, 2025
7:56 AM
Running Windows Turbotax 2023 Deluxe, and its calculations for a state tax refund don't make sense to me. Did "Send Tax File to Agent", token number 4697113963207835-38260841.
2022 itemized ded...
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Running Windows Turbotax 2023 Deluxe, and its calculations for a state tax refund don't make sense to me. Did "Send Tax File to Agent", token number 4697113963207835-38260841.
2022 itemized deductions for state and local taxes exceeded the $10,000 limit by $2,010, so I expected the State and Local Income Tax Refund Worksheet line 11 (Total recovery exclusion) to be $2,010, but instead it is $4,609. The worksheet appears to go astray at line 7b(2) (Refigured total itemized deductions), which is $2,599 greater than I calculate: if I take the figure from worksheet line 7b(1a) and substitute it into the 2022 1040 Schedule A line 5a, I get a 1040 Schedule A line 17 result that is $2,599 less than the worksheet's line 7b(2)).
April 17, 2025
7:55 AM
Hello @DianeW777 Your answer seems in conflict with 1) IRS guidance, 2) Form 8959 instructions. Feel free to elaborate if you think any of the below is specifically wrong, but the case seems stro...
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Hello @DianeW777 Your answer seems in conflict with 1) IRS guidance, 2) Form 8959 instructions. Feel free to elaborate if you think any of the below is specifically wrong, but the case seems strong. 1) Per IRS guidance, Form 8959 is the form used to document additional Medicare tax withheld and refundable if compensation does not exceed the threshold for filing status. Source: https://www.irs.gov/businesses/small-businesses-self-employed/questions-and-answers-for-the-additional-medicare-tax Q: My wages and self-employment income or my RRTA compensation do NOT exceed the threshold for my filing status, but my employer withheld 0.9 percent from my wages; do I need to file Form 8959? A: Yes. If your employer withheld the 0.9% Additional Medicare Tax from your wages or compensation, and you will not meet the threshold based on your filing status, then the amount that was withheld from your wages or compensation may be refundable to you. Therefore, you need to file Form 8959, Additional Medicare Tax, to document the withholding and to receive a refund of any tax that was withheld in excess of the total tax owed on your individual income tax return. 2) Part V of Form 8959 specifically documents and reconciles any additional Medicare withholding with the total Additional Medicare Tax (actual owed) from line 18 in Part IV. -Line 18 in Part IV computes any additional 0.9% Medicare tax liability and flows to Schedule 2 line 11, and eventually to 1040 Line 23 (other tax owed) -Line 24 in Part V computes additional 0.9% Medicare tax withheld that flows to Form 1040 line 25c -Form 1040 line 25c documents withholding across W-2, 1099, and other forms. Without Form 8959 existing (regardless of income), line 24 does not flow to Form 1040 line 25c. So, if someone's income is below the additional 0.9% threshold but they had the 0.9% withheld from compensation, line 18 is zero (no liability) and line 24 is positive (some 0.9% was withheld), per the form guidance the positive amount should go to 1040 line 25c and act as a credit. Turbotax is not doing this, and instead is ignoring that Form 8959 exists entirely. "Based on the employer tax reporting form (form 941) it's not possible to over pay." It is very possible to overpay/have Medicare over-withheld from employee compensation - I have direct evidence of this. Whatever the employer/payroll system should or should not have done re: withholding is a separate question from how the tax forms operate in reconciling this amount properly.
April 17, 2025
7:52 AM
If you filed in March, then you return should be processed by now. You can go to your IRS account and see if it shows the balance due. You will also be able to see if they did send you any letter...
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If you filed in March, then you return should be processed by now. You can go to your IRS account and see if it shows the balance due. You will also be able to see if they did send you any letter that may have got lost in the mail. If you have a balance, you should be able to apply for the payment plan. However, you can apply for a payment plan prior to them processing and seeing your balance. To request a long-term payment plan, use the Online Payment Agreement application. Even if the IRS hasn’t yet issued you a bill, you may establish a pre-assessed agreement by entering the balance you’ll owe from your tax return. An online payment agreement is quick and has a lower user fee compared to other application methods. If you are being rejected, maybe try a different computer to see if it is a tech issue? Otherwise, the IRS is the only one who can tell you what is happening.
April 17, 2025
7:49 AM
1 Cheer
The IRS requires a return to be filed if someone receives self-employment income in excess of $400 a year. This doesn't count as self-employment income but the IRS has no way of knowing that because...
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The IRS requires a return to be filed if someone receives self-employment income in excess of $400 a year. This doesn't count as self-employment income but the IRS has no way of knowing that because it was reported on a 1099-NEC. So you have two options-
Since it was not self-employment income the amount received falls below the required amount to file a tax return. You can skip it and see if the IRS sends a letter about it or not. If they do you can file a return at that time.
Or you can file a return right now for your minor child. Make sure to check the box at the beginning that says that they can be claimed as a dependent on someone else's tax return. Then enter the 1099-NEC form as it was received. The system will ask a number of questions. Make certain to answer that this was not an attempt to earn money and it was not a job. That should place it on line 8 of form 1040 and because it is the only income on your child's tax return there will be no refund or tax due.
@DRBOZO9
April 17, 2025
7:48 AM
You can ask your question here, free of change, and someone will be able to assist.
Or -
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help...
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You can ask your question here, free of change, and someone will be able to assist.
Or -
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 17, 2025
7:48 AM
April 17, 2025
7:47 AM
No, I'm a real human. In the community, we can't see everything customer service can when it comes to your account. We can offer solutions, but when they don't work, we have no other options but to s...
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No, I'm a real human. In the community, we can't see everything customer service can when it comes to your account. We can offer solutions, but when they don't work, we have no other options but to send you to Customer Service.
April 17, 2025
7:47 AM
I figured it out, thank you!
April 17, 2025
7:46 AM
Did you file an original return? If you did, and nothing changed on the amended return, no harm no foul. Nothing will change. If you did not file an original return and only sent an amended retu...
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Did you file an original return? If you did, and nothing changed on the amended return, no harm no foul. Nothing will change. If you did not file an original return and only sent an amended return, you can go to delete a form and delete the 1040X and then file your actual return.
From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select Delete a Form
This will show all of the forms in your return
Scroll down to the form you want to delete
Select the Form
Click on Delete.
Always use extreme caution when deleting information from your tax return. There could be unintended consequences.
April 17, 2025
7:45 AM
How do I contact, pay for support? Thanks Kevin
April 17, 2025
7:45 AM
Here is a FAQ: How do I move my tax data file to another computer?
April 17, 2025
7:43 AM
Is this interest or can you give us more information?
April 17, 2025
7:42 AM
Please call TurboTax Customer service if you are still experiencing this problem. Here is a link: Turbo Tax Customer Service