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How do I access my 2024 H&R Block informaion & import it into my 2025 TurboTax form?
It’s usually caused by starting an “amended” return in the wrong tax year or the software pulling in an unexpected baseline.  Here are some tips:   Open the exact year you’re amending (e.g., 2... See more...
It’s usually caused by starting an “amended” return in the wrong tax year or the software pulling in an unexpected baseline.  Here are some tips:   Open the exact year you’re amending (e.g., 2023 vs 2024). Starting an amend in the wrong year can show a large default balance.  Make sure your original return for that year is marked as filed/accepted in the program before starting the amendment. If not, mark it as filed (don’t re-file), then start Amend. In that year’s return, choose Amend/Amended return (Form 1040‑X). Let TurboTax create a copy; don’t start a brand‑new return. If the $5,000 persists, delete the current 1040‑X, then restart the Amend process so the “original” column matches your filed return. Confirm your original withholding, estimated payments, and credits imported correctly. Missing payments can fabricate a large “owed” amount. Ensure you’re looking at the federal 1040‑X first; state modules can show preliminary balances that change once federal updates. Make sure TurboTax and tax forms are fully updated; incomplete forms can display placeholders that look like balances.
When you enter your Form 1099-B information in Wages & Income>Investments and Savings, there is a checkbox on the 1099-B entry screen that says I have more info to enter that I don't see here. Check ... See more...
When you enter your Form 1099-B information in Wages & Income>Investments and Savings, there is a checkbox on the 1099-B entry screen that says I have more info to enter that I don't see here. Check that box and more fields will open, including one for Federal income tax withheld.
Relationship Son/daughter. ✔ Pass Age Under 24 AND a full-time student for at least 5 months. ✔ Pass (21 and full-time) Residency Lived with you more than half the year. ✔ Living at home passes. Su... See more...
Relationship Son/daughter. ✔ Pass Age Under 24 AND a full-time student for at least 5 months. ✔ Pass (21 and full-time) Residency Lived with you more than half the year. ✔ Living at home passes. Support Child did NOT provide more than half of their own support. ✔ You paid tuition and housing. Joint Return Not married filing jointly. ✔ Pass. The $5200 satisfies nothing other than the relative test not dependency?
See this for how to update your TurboTax account information - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-status/update-turbotax-account-information/L0YoC0H31_US_en_US
Turbo Tax is flagging it but I don't know what to put there since it's blank.
Georgia itemized deductions for state and local income taxes paid are still limited to the prior $10,000 cap, because Georgia is still decoupled  from the new federal tax bill OBBBA, as a fixed-date ... See more...
Georgia itemized deductions for state and local income taxes paid are still limited to the prior $10,000 cap, because Georgia is still decoupled  from the new federal tax bill OBBBA, as a fixed-date conformity state. Whereas you are allowed to take $40,000 max under the new federal SALT cap, as of the current time, the instructions for personal income tax in Georgia still require the filer to limit their income tax deduction to a 10,000 max.
how do i change my user name and password
The IRS website Where's My Refund is the standard.  TurboTax gets the information from the IRS after the IRS has already posted it.
For my Windows 11 laptop, I clicked on the "Expiration Month" while holding down the CTRL key and the pull down menu would suddenly show all months (01 to 12) that you can select from. This appears t... See more...
For my Windows 11 laptop, I clicked on the "Expiration Month" while holding down the CTRL key and the pull down menu would suddenly show all months (01 to 12) that you can select from. This appears to be a UI bug on the desktop software which can be easily fixed permanently. I'm not sure why it is an ongoing issue. Give this hack a try and see if it works for you. Good luck!
I built and moved into a new house. My daughter (married) moved into the original house. I wanted very much to collect enough 'rent' to offset my costs but that has not (and will not) happen. I unde... See more...
I built and moved into a new house. My daughter (married) moved into the original house. I wanted very much to collect enough 'rent' to offset my costs but that has not (and will not) happen. I understand I don't have a traditional rental and I am not worried about claiming the losses in excess of rent received; because I understand I don't qualify. From what I have read this is a personal use home because the fair market test fails. I have seen many say I cannot deduct more in expenses than I take in. The specifics are where I am confused. Do I need to declare the funds I receive on Schedule 1 Additional Income (8j or 8z) then just take the usual deductions for Taxes, interest, etc, on my Schedule A - Itemized Deductions? Or should I use schedule E for Schedule 1 and declare the rent received but only enter expenses equal to that rent. In that case I would not Itemize those expenses. I really don't want to pay tax on the funds received when I am losing money on this situation. 
TurboTax requires two different numbers when you're performing a recharacterization, the original contribution amount and the total transfer amount. If the amount recharacterized is blank, that means... See more...
TurboTax requires two different numbers when you're performing a recharacterization, the original contribution amount and the total transfer amount. If the amount recharacterized is blank, that means the data did not map correctly.    To resolve the blank line on your Form 8606, do the following:   First, delete the IRA contribution entry by going to the Deductions & Credits, Retirement and Investments.   Note: Be sure to also delete the sample 1099-R(s) you entered by going to Income, Retirement Plans and Social Security and selecting the trash can icon to the right of your 1099-R.   Next, re-enter the contributions:   Enter the Roth IRA contribution first Answer "Yes" to "Did you recharacterize...over to a traditional IRA contribution?" Enter the $7,000 in the, "How much of your contribution to this Roth did you switch...?" In the next screen is where you are asked about the origination date, recharcterization date, reason and Amount transferred, including earnings ($7,100) Continue answering the interview questions related to your prior year Roth contributions and conversions   Next step, enter the conversion (Backdoor step) via the Form 1099-R in the Income section by doing the following:   Go to Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)  Click on +Add a 1099-R, select the Enter a different way box, then Type it in myself
@hollymortensen I posted that procedure in the first answer on this thread.   Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and ... See more...
@hollymortensen I posted that procedure in the first answer on this thread.   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 Less Common Income On Sale of Home (gain or loss), click the start or update button
I did that and I got an error message with only one line filled out.  It kept telling me it needed both spots needed to be filled in.  I am working directly in the form at the moment. 
It’s not letting me leave blank areas, enter zeros, or skip this step alltogether. I’ve never had to enter this before, and I don’t care to get any sort of credit for these expenses. I just want to d... See more...
It’s not letting me leave blank areas, enter zeros, or skip this step alltogether. I’ve never had to enter this before, and I don’t care to get any sort of credit for these expenses. I just want to do a simple return with my W-2 and 1095-A. I was able to easily do this last year, but for some reason this year it’s requiring me to enter this info. 
Thanks I have the desktop version, appreciate the advise on using 3rd party designee. 
In previous years there was a tool. Where did it go?
You can see the screenshot I captured. Two entries for the same EV, one of them needs to be deleted, and the other needs to be updated, but I can't do any of that. I don't want to add yet another... See more...
You can see the screenshot I captured. Two entries for the same EV, one of them needs to be deleted, and the other needs to be updated, but I can't do any of that. I don't want to add yet another one.