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April 12, 2025
3:42 PM
1 Cheer
That's correct, you'll have to mail in your return. TurboTax should provide you with instructions on where to file your return and what to include.
April 12, 2025
3:42 PM
Thank you @mesquitebean ! I Called the number [phone number removed]8 for Desktop version). Looks like they haven't extended their hours to daily 7 days/week even for the Tax season or Tax week. ...
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Thank you @mesquitebean ! I Called the number [phone number removed]8 for Desktop version). Looks like they haven't extended their hours to daily 7 days/week even for the Tax season or Tax week. I only got virtual assistance who could not help me for this case for sure. But, guess what? I was able to resolve the issue myself by returning the TurboTax (with the bad license code) back to COSTCO where I bought the TT from. They refunded me after my explanation. And, I immediately bought another one and of course with a new License Code. I tried right away with new license code when I got home. It WORKED! TT was finally activated. I've been using TT for many years. It never happened like this before. I suspect there are two possibilities that caused the problem. 1. TT has a bug or issue that needs to be fixed on their side. 2. The License Code was indeed linked to another account which is not mine. It could be someone else stole the code within the COSTCO itself. I wanted to share this info so that other people can take immediate action to resolve the issue when they're stuck and No Tech. Support was available. I know how frustrating it is. Hope this thread helps.
April 12, 2025
3:41 PM
@ ladyswg wrote: I am very sorry to confuse you and thank you for your detail explanation. Nevertheless, since you are the expert in TurboTax software, would you please direct me where I should l...
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@ ladyswg wrote: I am very sorry to confuse you and thank you for your detail explanation. Nevertheless, since you are the expert in TurboTax software, would you please direct me where I should look for line 22 and 24 " $100,000 or more use the tax computation worksheet" on the QDCG form? Thank you for your professional expertise and help! I don't use the term "expert" for me 🙂 It's a constant learning ordeal every year. I'm just a fellow user volunteer that has used TurboTax for a lot of years. The Lines 22 and 24 (for income greater than $100,000) that you are referring to are at the bottom of the QDCGT Worksheet. Here is an image showing the bottom of the QDCGT worksheet. . . The Tax Computation Worksheet is used "behind the scenes" in TurboTax when the income is $100,000 or more. You can't see the actual Tax Computation Worksheet within TurboTax, but you can see it in the 2024 Form 1040 Instructions, where you can figure the calculations yourself to verify TurboTax figures. The Tax Computation Worksheet is on Page 76 of the Instructions--right after the IRS Tax Tables. Choose the part there for your particular filing status. 2024 IRS Form 1040 Instructions PDF https://www.irs.gov/pub/irs-pdf/i1040gi.pdf
April 12, 2025
3:41 PM
I have a situation where the client moved from Canada to the US in October, 2024 and has both employment income in Canada (T4) and US (W2). In 2024, she is a non-resident alien in the US and a resid...
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I have a situation where the client moved from Canada to the US in October, 2024 and has both employment income in Canada (T4) and US (W2). In 2024, she is a non-resident alien in the US and a resident of Canada for tax purposes, according to the US Substantial Presence Test. She has paid taxes in both countries. I have filled out the TurboTax FTC and T2209 forms, entering her US income and taxes paid . While the US foreign income (converted to Cdn) drops into her income stream, the tax credit does not. I see a value on line 1 and 2 of the T2209 form and the amount in line 3 should be the lower of the two. Instead it shows nothing. Is this an issue in TurboTax? I could override the zero value, but this might make the return ineligible for Netfile.
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April 12, 2025
3:40 PM
I am not getting to the choose the product after logging out of my return account. What am I doing incorrectly?
April 12, 2025
3:40 PM
I've filled in my 1099-INT and 1099-DIV in Turbo Tax but it's asking me if a portion of the dividends is U.S. Government interest. How would I know this? I have a Fidelity account and have investment...
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I've filled in my 1099-INT and 1099-DIV in Turbo Tax but it's asking me if a portion of the dividends is U.S. Government interest. How would I know this? I have a Fidelity account and have investments in Fidelity 500 Index Fund (FXAIX) as well as several United States Treasury Bills Zero Can. For context, I'm filing my own taxes for the first time and these are new investments for me as or early last year.
April 12, 2025
3:40 PM
The amount could have come from an amount transferred from your W-2, a 1099, or a 1095-A. Medical expenses amounts from those forms get automatically transferred to the medical expenses worksheet. ...
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The amount could have come from an amount transferred from your W-2, a 1099, or a 1095-A. Medical expenses amounts from those forms get automatically transferred to the medical expenses worksheet. If you are using the Desktop program, you can click on Forms and review the Medical Expenses worksheet. If you are using TurboTax Online, you can go through the Medical Expenses interview. You can either search for Schedule A and use the Jump to link, or you can go to the Medical section from the Deductions & Credits menu. Can I deduct medical expenses - and where do I deduct them?
April 12, 2025
3:39 PM
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April 12, 2025
3:39 PM
This is what I did in 2024, and I'm having TROUBLE with turbotax. Spent my weekend trying to figure out how turbotax handles this situation, and from what I understand, it.... doesn't. Let me know if...
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This is what I did in 2024, and I'm having TROUBLE with turbotax. Spent my weekend trying to figure out how turbotax handles this situation, and from what I understand, it.... doesn't. Let me know if you have tips! I rented 75% of my house for 75% of the year, so at the moment, I'm manually taking 56% (.75*.75=.56) of most of my expenses and hoping I figure something out later. Pulling my hair out trying to get turbotax to take the correct percentages of everything.
April 12, 2025
3:39 PM
Same here. Try looking in your backup disc. I found two files there, but our third file seems to now be on Venus.
April 12, 2025
3:39 PM
No, if you are claiming as a dependent, you will include the 1095-A on your return only.
April 12, 2025
3:38 PM
April 12, 2025
3:37 PM
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April 12, 2025
3:37 PM
Generally it's 4/15/2025 but it's unclear if if 10/15/2025 if you filed for the extension. Have you ever filed before? (not refund claim) It seems to depend on that.
April 12, 2025
3:37 PM
Online, iPad? I'm using it on my mac. and your link is a dead link
April 12, 2025
3:37 PM
This is the correct response, verified April 11, 2025, while working with a conscientious TurboTax supervisor. The issue I needed to correct arose from a glitch in how TurboTax managed a state-spe...
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This is the correct response, verified April 11, 2025, while working with a conscientious TurboTax supervisor. The issue I needed to correct arose from a glitch in how TurboTax managed a state-specific property tax credit, not discernible until after payment is made and documents downloaded. By following the supervisor's instructions to click on "Add Another State," the issue was managed within three minutes. Now ... a word of warning. The first customer service rep and supervisor told me I had to file the incorrect return, wait until IRS accepted it, then file an amended return to correct "your error." Not only was that absurd, but I wasn't very keen to take their advice to knowingly file an inaccurate return. Then the customer service rep said she'd send a link so that I could have fees refunded, presumably to start over again and pay again. The link stated that no refund would be made after payment was made and documents downloaded.
April 12, 2025
3:37 PM
1 Cheer
Yes, if you can itemize your deductions you can use the amount you pay for medicare.
Medical expenses must be greater than 7.5% of your income and only the excess will be used for your medical ...
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Yes, if you can itemize your deductions you can use the amount you pay for medicare.
Medical expenses must be greater than 7.5% of your income and only the excess will be used for your medical expense part of itemized deductions.
April 12, 2025
3:36 PM
It's actually $45 for the state return now.....
April 12, 2025
3:36 PM
1 Cheer
The $45 premium service fee may be for paying your TurboTax product fee from your refund. If you pay for TurboTax Online directly, you could avoid having this additional charge.
If you haven'...
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The $45 premium service fee may be for paying your TurboTax product fee from your refund. If you pay for TurboTax Online directly, you could avoid having this additional charge.
If you haven't filed yet, you can change your payment method in TurboTax Online following these steps:
Sign in to your account and open or continue your return.
Select File in the left menu and proceed to the Just X more steps screen.
On this screen, select Revisit next to You've chosen to deduct your TurboTax fees from your federal refund.
Select View Payment Options on the next screen and select Pay now on the screen after that.
Complete payment by entering your credit or debit card information.
Continue to the Just X more steps screen to make sure the Pay With My Refund has been removed.
Step 1 on the screen should now show that you paid with your credit or debit card.
See this help article for more information.
@bnkhoi