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April 7, 2025
3:07 PM
If you don't qualify for the Lifetime Learning Credit, or want to eliminate it, you'll have to delete the forms that are related to education credits.
If you see form 8863 and form 1098-T, delete...
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If you don't qualify for the Lifetime Learning Credit, or want to eliminate it, you'll have to delete the forms that are related to education credits.
If you see form 8863 and form 1098-T, delete them. Click here for instructions
April 7, 2025
3:07 PM
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April 7, 2025
3:07 PM
additions code A-101 - entering from the w-2
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April 7, 2025
3:06 PM
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I ...
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To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
April 7, 2025
3:06 PM
If you read my response that is exactly what I said....I responded specifically about Georgia as I have not filed returns in other states, but provided that the capability might be there for mandato...
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If you read my response that is exactly what I said....I responded specifically about Georgia as I have not filed returns in other states, but provided that the capability might be there for mandatory (state required) PDF attachments... If you are a Intuit employee, you might want to share your knowledge about these "one off" exceptions with other support employees because, I called several times in prior years and I got zero help as they had no clue that GA accepted mandatory PDF attachments. Maybe your response should include the actual list of states and documents allowed to be attached to e-file instead of generalizing and saying flat out that Turbo Tax does not allowed attachments.
April 7, 2025
3:05 PM
You will have to contact TurboTax support for assistance for this issue.
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account...
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You will have to contact TurboTax support for assistance for this issue.
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 7, 2025
3:03 PM
This question of How do i report a State of wi 1099-r and where do I report it as it is a pensiion and it has no info except that it is a it is a distribution from Pensions, Annuties, Retirement ...
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This question of How do i report a State of wi 1099-r and where do I report it as it is a pensiion and it has no info except that it is a it is a distribution from Pensions, Annuties, Retirement ofor Profitsharing plans, IRAs Insurance contratcs etc?.
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April 7, 2025
3:03 PM
How do I add my bank. Need it to pull up my bank information. It's telling me it's not listed
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April 7, 2025
3:03 PM
Have you entered information about your military status in the Personal Info section of TurboTax, and have you checked that your W-2 is for active duty pay? I am unable to recreate the situation you ...
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Have you entered information about your military status in the Personal Info section of TurboTax, and have you checked that your W-2 is for active duty pay? I am unable to recreate the situation you describe.
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
April 7, 2025
3:03 PM
Did you follow the instructions as noted in the following TurboTax support FAQ? You should get Status of your state returns screen after clicking on State on the left side menu. Then you can click ...
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Did you follow the instructions as noted in the following TurboTax support FAQ? You should get Status of your state returns screen after clicking on State on the left side menu. Then you can click on the trash can symbol for the state you want to delete.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/delete-state-return-turbotax-online/L8v9awRbh_US_en_US?uid=m97mb8lx
April 7, 2025
3:03 PM
If the W-2 was uploaded or imported, please delete and type it in.
If Box 19 shows an amount (local income tax) Box 18 should show that much or more.
In other words, if Box 19 shows $100 De...
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If the W-2 was uploaded or imported, please delete and type it in.
If Box 19 shows an amount (local income tax) Box 18 should show that much or more.
In other words, if Box 19 shows $100 Detroit city tax withheld, Box 18 showing Detroit wages must be 100 or more.
April 7, 2025
3:02 PM
1 Cheer
Report IRS form Schedule K-1 by following these steps:
Across the top of the screen, click on Federal Taxes.
Across the top of the screen, click on Wages & Income.
Select I'll choose w...
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Report IRS form Schedule K-1 by following these steps:
Across the top of the screen, click on Federal Taxes.
Across the top of the screen, click on Wages & Income.
Select I'll choose what I work on.
Scroll down to Business Items.
Click to the right of Schedule K-1.
At the screen Tell us about your Schedule K-1, you tell the software which Schedule K-1 you received.
For several screens, you will be entering data right off the K-1 form.
April 7, 2025
3:02 PM
@baldietaxThanks for experimenting. Seems you confirmed the fear....unless a user keeps the original machine with the original installation in tact, the software is unusable after 3 years.
April 7, 2025
3:01 PM
Hi Turbotax expert, I asked the tax payer why there is a difference of $6.37 between Box 1 and sum of Box 2a and Box 5 in my 1099-R form. The payer say the form is correct. Their explanation is t...
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Hi Turbotax expert, I asked the tax payer why there is a difference of $6.37 between Box 1 and sum of Box 2a and Box 5 in my 1099-R form. The payer say the form is correct. Their explanation is that Box 5 is only for Roth contribution. The $6.37 is not included in the Box 5 because it as transferred to my Traditional IRA (Indeed, I confirmed that amount was transferred into my Traditional IRA). The explanation is reasonable to me. The issue here is that it seems Turbotax is not able to accept or process this case where Box 1 and sum of Box 2a and Box 5 and thus calculated a wrong taxable amount of $188.00, rather than accept the correct amount $90.88 in Box 2a. How should I file my tax return to make Turbotax understand this situation and accept the correct taxable amount as in Box 2a? Thanks!
April 7, 2025
3:01 PM
When filing my return in Turbo Tax, I selected that I wanted to pay my balance by applying for an IRS payment plan. I filed, and the return was accepted but I received no indication of the status of...
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When filing my return in Turbo Tax, I selected that I wanted to pay my balance by applying for an IRS payment plan. I filed, and the return was accepted but I received no indication of the status of my payment plan application. There is no payment voucher and the IRS website will not process my application. How do I know whether TurboTax processed my application or what comes next?
April 7, 2025
3:00 PM
Since you're filing separately, you shouldn't be adding your spouse's income to your return. Can you let me know where in the program it asked for your spouse's income?
April 7, 2025
3:00 PM
Thanks, Catina, but 1) I do not see a Forms button in the upper right and 2) I am not trying to delete the Schedule K-1 Worksheet. When I do that, it deletes all K-1s entered on the worksheet. I don'...
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Thanks, Catina, but 1) I do not see a Forms button in the upper right and 2) I am not trying to delete the Schedule K-1 Worksheet. When I do that, it deletes all K-1s entered on the worksheet. I don't see this blank/untitled K-1 in the "Forms in my My Return" pane. So, I keep getting the error message for an incomplete form.
April 7, 2025
3:00 PM
I believe what you mean is you had New Jersey tax withheld in 2024 even though you didn't live or work there. Since you worked in New York in 2024, you owe taxes there but there was no tax withheld s...
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I believe what you mean is you had New Jersey tax withheld in 2024 even though you didn't live or work there. Since you worked in New York in 2024, you owe taxes there but there was no tax withheld so you owe a penalty for late payment of tax. I don't know of a legitimate way of protesting that with the state of New York, as they were not at fault here. Your only remedy would be to complain to your employer about it.
The New York City local tax is assessed on individual residents, not on businesses, so it is your responsibility, not your employer's.
April 7, 2025
2:59 PM
Can you clarify were you were trying to enter the overpayment? How is it not letting you enter? Is the boxes grayed out?
April 7, 2025
2:59 PM
First, to get this year's return filed, try using $0 as the AGI or indicating that he didn't file a return last year. It is entirely possible that his 2023 return hasn't yet been processed as there ...
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First, to get this year's return filed, try using $0 as the AGI or indicating that he didn't file a return last year. It is entirely possible that his 2023 return hasn't yet been processed as there is a significant backlog of processing for mailed in returns at this time.
If that's the case, either the 0 for AGI or "no return was filed" (which really means no return has yet been processed) should work to get this year's return filed. If this works, then after this return is processed, the automated database may work again for finding out about his 2023 return. The most likely issue with the automated system is a mismatch of either the ZIP code or birthday in their system, and not that he's been deleted from the records. The ZIP code the IRS is usually looking for is the one on the last return filed in their system, or the one that has been presented on the most recent change of address form. If they don't have one on file (which can happen if they've not yet processed any returns for him) then you will need to speak to a representative to try some other methods of verifying his identity. If he has moved since the last return that you know was processed, try the old ZIP code if it is known. Sometimes, for reasons that we simply don't know, the Social Security database can mix up a birthday, too, but usually this comes up with the first e-filed return. If this is the case, and you can get past the AGI issue to file, you'd get a different e-file reject based on a birthday mismatch.