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April 6, 2025
5:20 PM
You e-filed and then you added something? No, that did not go through. You cannot add information to a return that has already been e-filed; it goes nowhere, and it messes up your tax return to do ...
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You e-filed and then you added something? No, that did not go through. You cannot add information to a return that has already been e-filed; it goes nowhere, and it messes up your tax return to do that. Remove whatever it was and restore your return to exactly the way it was when originally e-filed. AFTER the IRS fully processes the return, you can file an amended return on Form 1040X to add the other form.
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)
See this TurboTax support FAQ for amending a tax return -
CURRENT YEAR
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1
April 6, 2025
5:20 PM
I only put it in the Federal "Special Situations". I also put it in the state filing section and try once more.
April 6, 2025
5:19 PM
Continuing to have the same issues as others. I have updated and no luck, I would like to file
April 6, 2025
5:19 PM
April 6, 2025
5:18 PM
Thank you very much for your help. Following your steps, I was able to pinpoint and fix the problem, as follows: First I forced TurboTax to switch me to itemized deductions. Once I'd done that, I...
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Thank you very much for your help. Following your steps, I was able to pinpoint and fix the problem, as follows: First I forced TurboTax to switch me to itemized deductions. Once I'd done that, I could see a list of itemized deductions, and I could compare the amounts the software was crediting with the correct amounts from my 1098s. At that point I could see that the problem was that the mortgage interest from a second home was not included in the itemized deductions. I tried deleting and reentering that 1098, but the mortgage interest was still not included. Then I tried deleting and reentering both of my 1098s (primary home + second home), and that fixed the problem. I'm good to go now, and I really appreciate your help. -Raymond
April 6, 2025
5:17 PM
April 6, 2025
5:17 PM
I absolutely will switch next year. These big bubbles are horrible and are unusable. I have 20 accounts and can't figure out which one is which.
April 6, 2025
5:16 PM
Hello Turbo Tax family!
I am 59 ½ years old (will be 60 in a few months) and wanted to ask about tracking IRA basis.
I am still working a 40+ hour a week job. Since my AGI exceeds the IRS lim...
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Hello Turbo Tax family!
I am 59 ½ years old (will be 60 in a few months) and wanted to ask about tracking IRA basis.
I am still working a 40+ hour a week job. Since my AGI exceeds the IRS limit to contribute to a Roth IRA, I started making annual Traditional IRA conversions to my Roth IRA (i.e. back door contributions).
Q1 – Each year I make a lump sum non-deductible contribution to my Traditional IRA and then a few days later (same year) I convert 100% of the non-deductible Traditional contributions to my Roth IRA, leaving $0.00 in my Traditional IRA. Does my Traditional IRA have a basis?
Q2 – Does a Roth IRA have a basis? (I’ve read “Roth IRA contributions and Roth conversions are all basis since those funds have already been taxed.")
Q3 – Since I am 59 ½, do I need to keep tracking basis for either a Traditional or Roth IRA?
I’ve read that Roth Basis only comes into play for tax purposes should I withdraw money prior to age 59 ½. Once a Roth IRA is held for 5 years and the owner is over 59 ½ yrs old, Roth IRA basis no longer matters and all contributions and earnings are tax free. Is this a true statement?
Thank you for your help!
[name removed]
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April 6, 2025
5:16 PM
I've done all that. But it still keeps getting rejected for an incorrect IP PIN. And I have double-checked the PIN on IRS.gov.
April 6, 2025
5:15 PM
Are you trying to get in touch with someone at Credit Karma for assistance? If so, here's the link to contact Credit Karma.
April 6, 2025
5:14 PM
April 6, 2025
5:14 PM
Well it's nice to know I'm not the only one. I don't like making everything "various". The IRS wants it listed by country, I assume that is required by the tax law. The purpose of 1116 is to limit ...
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Well it's nice to know I'm not the only one. I don't like making everything "various". The IRS wants it listed by country, I assume that is required by the tax law. The purpose of 1116 is to limit the deduction in proportion to the proportion of the country income compared to total income. So making everything "various" violates that, and I expect, the law. That's not something Intuit should be comfortable with. Like you I did get things entered using the forms mode. But I didn't have to make any fake 1099-Divs. I added additional Form 1116s. You do this by choosing "open form" in the menu (F6 is the shortcut). Then choose the form you want (I used the search box in the screenshot below since the list is long) and click "open form". In the box that comes up (shown below) you can choose an existing form to edit or add a new one. When you add a new one you then have to use the "quickzoom" to the worksheet located near the top. The worksheet is where you can input data that will carry into the form. As you can see I have 3 forms in my return. It should be easier. In retrospect I'm not even sure how I found this. (I should have bought a lottery ticket that day.) But the whole Foreign tax credit could be easier: the data it really needs input are the country, amount of income, and amount of tax paid. Then the program could add the amounts when the country is the same and do all the calculations and add the necessary forms. Before last year I used a competing program and while I could get the data in using the forms mode (though it wasn't easy) it refused to e-file if there was more than one Form 1116. So it was a relief when I tried TurboTax and it e-filed. They could make it a lot better if they wanted to, but we are too small a constituency. Of course the best solution would be for Congress to raise the amount that requires Form 1116. It's been $300 for as long as I can remember and $300 just isn't what it used to be.
April 6, 2025
5:12 PM
You do not receive a W-2 for Social Security benefits. They mail you a SSA1099 in January every year.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB...
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You do not receive a W-2 for Social Security benefits. They mail you a SSA1099 in January every year.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
If you cannot find your SSA1099:
GET SSA1099
https://www.ssa.gov/faqs/en/questions/KA-01723.html
If Social Security was your ONLY income you are not required to file a tax return. If you have other income besides the Social Security you might need to file.
Who has to file?
http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F
April 6, 2025
5:12 PM
You can find all the information to make payments and establish a payment plan directly with the IRS at Payments.
April 6, 2025
5:12 PM
My wife was informed that an excess contribution of $280 was never removed from her Roth IRA as she instructed her brokerage account holder to do in 2024. She told them to immediately removed the ex...
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My wife was informed that an excess contribution of $280 was never removed from her Roth IRA as she instructed her brokerage account holder to do in 2024. She told them to immediately removed the excess last week (they told her the penalty will be $17). My question is do I need to amend our 2024 Tax Return or out 2023 Tax Return. I have already amended our 2024 tax return once as we found a 1099-INT for our daughter that was not previously reported. Is there another way to pay the penalty other than an amendment? Can I just wait and see if the brokerage house will be issuing a 1099-R for the excess withdrawal? Thank you!
April 6, 2025
5:11 PM
Here’s what you can do to add your Social Security benefits after completing your taxes and making the payments:
Amend Your Return: You can file an amended return using TurboTax. Here’s how:
...
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Here’s what you can do to add your Social Security benefits after completing your taxes and making the payments:
Amend Your Return: You can file an amended return using TurboTax. Here’s how:
After y our return has been accepted by the IRS
Open your return in TurboTax.
Go to the Federal Taxes section.
Select Amend (change) a return.
Enter SSA-1099: To enter your Social Security benefits:
Open your return in TurboTax.
In the search bar, type "Social Security benefits" and select the Jump to link.
On the screen, check the box beside Social Security benefits (Form SSA-1099) and enter the amounts from your form
Continue through the questions to refile your federal and state taxes.
April 6, 2025
5:11 PM
Can you help to explain the following? the IRS instruction from the website (12/2024) said "The written acknowledgment required to substantiate a charitable contribution of $250 or more". If a contr...
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Can you help to explain the following? the IRS instruction from the website (12/2024) said "The written acknowledgment required to substantiate a charitable contribution of $250 or more". If a contribution (one item) is not more than $250, it doesn't say anywhere that Donee's signature is required. According to IRS website 8283 form part V specific instruction, not anyone at the charity organization can sign the 8283 form. "The person acknowledging the gift must be an official authorized to sign the tax returns of the organization, or a person specifically designated to sign Form 8283." Also, the donee org is not required to complete the form. IRS website "The donee organization is not required to complete Part V for each member's Form 8283." It seem not allowing e-file and requires a signature by the donee, but the donee is not required to sign is not reasonable. What can I do now since it's so close to tax filing? Do you (or Turbo Tax) have a suggestion? I donated to Goodwill and no item is more than $250, folks at the donation site had no idea who should sign the form. I seriously doubt Goodwill will sign the tax form, as thousands, if not tens of thousands of people donated there, especially that they are not required to sign the tax forms.
April 6, 2025
5:11 PM
Seeking advice on what to prioritize with the IRS: I paid quarterly taxes for 2024, but ended up owing because I made a lot more than I did the previous year. I'm unable to pay it all at once,...
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Seeking advice on what to prioritize with the IRS: I paid quarterly taxes for 2024, but ended up owing because I made a lot more than I did the previous year. I'm unable to pay it all at once, so I set up a payment plan and it was approved. With tax day approaching: my question is, am I supposed to prioritize paying back what I owe for 2024 BEFORE I make quarterly payments for 2025 or do I make quarterly payments for 2025 while continuing to make payments for 2024 at the same time? Not sure if the quarterly payments would just automatically go to my IRS balance?
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