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@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. 
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... See more...
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!  
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... See more...
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?
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?
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'... See more...
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.
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... See more...
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.
Can you clarify were you were trying to enter the overpayment?  How is it not letting you enter?  Is the boxes grayed out?
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 ... See more...
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. 
Wow, thanks for the quick reply, Mindy! I will go over to their home tomorrow to try this.   One question though. You say to enter their earnings for the first 3 quarters - their earnings are from ... See more...
Wow, thanks for the quick reply, Mindy! I will go over to their home tomorrow to try this.   One question though. You say to enter their earnings for the first 3 quarters - their earnings are from social security payments and their 401k.  Should we take the total payments for the year and divide by 4, then enter that amount for each quarter's earnings? If so, do we do the same for deductions (they take the standard deduction)? I hope this question makes sense, considering I can't see their info until I get over there tomorrow.   Thank you.  
Just wanted to double check that it is still true for 2024 tax prep that Turbo Tax wants me file my OR (resident), THEN CA (nonresident) return? Same conditions as last year - I'm a sole proprietor w... See more...
Just wanted to double check that it is still true for 2024 tax prep that Turbo Tax wants me file my OR (resident), THEN CA (nonresident) return? Same conditions as last year - I'm a sole proprietor with CA source income and reside 100% in OR.   I keep seeing warnings of nonresident returns first so want to re-confirm I'm one of the inverse ones...
@0ee18c6dbd8f @PatriciaV  Where did you enter the rest of the information on the Montana K-1, such as Part 4?  
Thanks for your help.  States are Massachusetts and Maine.   206120353-29228624  
To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Start the 2024 online tax return by ... See more...
To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.   On the Tax Home webpage - Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) or Click on View adjusted gross income (AGI)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
On the Hawaii state tax return. What is itemized deduction worksheet A-2 , line 5? Is it from schedule a itemized deductions?
We got a brand new HVAC system last summer 2025 & when doing my taxes I'm a little confused as to whether I can claim the Home energy Credit under Personal: Your Home and if I can also write it down ... See more...
We got a brand new HVAC system last summer 2025 & when doing my taxes I'm a little confused as to whether I can claim the Home energy Credit under Personal: Your Home and if I can also write it down under the business tab for Home Office Expenses. It's all a little confusing and I don't want to over claim something.  There is a section under Home Office Expenses saying I could "Enter repair expenses." The HVAC system definitely affects my home office. I would include it under the Entire home repairs and maintenance section (NOT the Home Office Only Repairs section).    Any guidance would be appreciated. Thanks!
Rather than enter the IRS form 1099-MISC and attach the income to your rental activity, recommend reporting the IRS form 1099-MISC income within the rental activity.   In TurboTax Premier Online,... See more...
Rather than enter the IRS form 1099-MISC and attach the income to your rental activity, recommend reporting the IRS form 1099-MISC income within the rental activity.   In TurboTax Premier Online, follow these steps:   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Click to the right of Rentals, Royalties, and Farm. Click to the right of Rental Properties and Royalties. At the screen Your 2024 rentals and royalties summary, click the pencil icon to the right. At the screen Here's rental property info, select Add income to report rental income. Select Form 1099-MISC.
You may not have needed to file- In 2024, if you made  less than $14,600 (and less than $400 of self-employment income), and did not have federal income taxes withheld that you'd like a refund of, th... See more...
You may not have needed to file- In 2024, if you made  less than $14,600 (and less than $400 of self-employment income), and did not have federal income taxes withheld that you'd like a refund of, then you don't need to file a federal tax return.  The state rules vary, so you'll need to check your state rules to see if you're required to file a state return.   If you've determined you do need to file tax returns, you can contact your company's payroll department to help you get access to your W-2 online.  If that is unsuccessful, you can request they mail a paper copy to your home address.  The IRS will also assist you, you can contact the IRS Taxpayer Assistance Center here: Taxpayer Assistance Center Office Locator
What does not work?  Are you filing for the "Washington State Families Tax Credit"?