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April 15, 2025
7:47 PM
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April 15, 2025
7:47 PM
E-filing has been permanently closed for 2023 returns since the end of October 2024. The only way to file 2023 now is by mail. Print, sign and date the return in ink, and mail it.
When you ma...
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E-filing has been permanently closed for 2023 returns since the end of October 2024. The only way to file 2023 now is by mail. Print, sign and date the return in ink, and mail it.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
April 15, 2025
7:47 PM
Topics:
April 15, 2025
7:47 PM
Topics:
April 15, 2025
7:46 PM
How do I file a business extension
April 15, 2025
7:46 PM
US Virgin Islands
April 15, 2025
7:46 PM
If I live and work in PA but my spouse got job mid year in NC so now lives in NC, can we file married filing jointly for FED?
April 15, 2025
7:45 PM
HOW DO I CORRECT
Topics:
April 15, 2025
7:45 PM
Had to choose 4/16 as payment date, undoubtedly resulting in penalties and interest.
April 15, 2025
7:45 PM
Yes, your daughter will likely need to pay taxes on the income reported on the 1099-NEC. The IRS considers income reported on a 1099-NEC as taxable self-employment income
To enter the Form 1099...
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Yes, your daughter will likely need to pay taxes on the income reported on the 1099-NEC. The IRS considers income reported on a 1099-NEC as taxable self-employment income
To enter the Form 1099-NEC in TurboTax:
Open or continue your return.
Navigate to 1099-NEC:
TurboTax Online/Mobile: Go to 1099-NEC.
TurboTax Desktop: Search for 1099-NEC and select the Jump to link.
Follow the onscreen instructions. When you’re done, we’ll ask you a few questions and help you through entering any expenses you may have so that you can reduce your taxable income.
Here are two helpful links:
IRS Instructions for Form 1099-NEC
TurboTax Guide on Filing Taxes with 1099-NE
April 15, 2025
7:45 PM
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
April 15, 2025
7:45 PM
Not all efile rejection codes are fixable. Then you have to mail your return. Mail that could take over a week. That's the case I worry about.
April 15, 2025
7:44 PM
This happens because on one pass, you entered a number of excess contributions to withdraw, and on the next pass you didn't, and the first number is "stuck".
The first thing you should do is fi...
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This happens because on one pass, you entered a number of excess contributions to withdraw, and on the next pass you didn't, and the first number is "stuck".
The first thing you should do is file an extension. I am going to give you a lot of typing in order to fix this, so if you are on the East Coast or in the Central Time Zone, it may be pushing it to file before midnight.
Then after you file the extension, you will do an "HSA RESET". This is a process through which you delete all your HSA data so you can do the HSA interview from scratch without this pesky number that is "stuck".
***HSA Reset***
1. make a copy of your W-2(s) (if you don't have the paper copies)
2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)
*** Desktop***
3. go to View (at the top), choose Forms, and select the desired form(s) - 1099-SA (if one), 8889-T, and 8889-S (if one). Note the Delete Form button at the bottom of the screen.
*** Online ***
3. go to Tax Tools (on the left), and navigate to Tools->Delete a form
4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)
5. go back and re-add your W-2(s), preferably adding them manually
6. go back and redo the entire HSA interview....
I would rather you file the extension now, so you can do the HSA RESET at a leisurely pace tomorrow.
April 15, 2025
7:44 PM
You can try the following to change your filing status:
Click on your search icon in your upper right corner of your TurboTax screen
Type "filing status" in your search box
Click on th...
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You can try the following to change your filing status:
Click on your search icon in your upper right corner of your TurboTax screen
Type "filing status" in your search box
Click on the link "Jump to filing status"
And you should see a screen "Review Your Filing Status"
Click "Change my filing status"
And a drop down appears.
To qualify for head of household, you have to meet the following:
You must pay for more than half of the expenses for a qualifying household
You must be considered unmarried on the last day of the tax year
You must have a qualifying child or dependent
Head of Household status includes single parents. It also includes divorced or legally separated parents with custody of a child.
You can also be an adult who provides support for a parent or other relative under qualifying circumstances.
Your screens will look something like this:
'
Click here for Guide to Filing Taxes as Head of Household
April 15, 2025
7:44 PM
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social ...
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Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
April 15, 2025
7:44 PM
Are you claiming a qualified dependent?
Am I Head of Household?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_U...
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Are you claiming a qualified dependent?
Am I Head of Household?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx
What is a "qualifying person" for Head of Household?
If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m62dkc4a
April 15, 2025
7:44 PM
Yes, I paid unfortunately (before discovering this issue). There is a way to preview your 1040, but when I did that, it didn’t match the forms that were generated after I paid —the ones you review p...
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Yes, I paid unfortunately (before discovering this issue). There is a way to preview your 1040, but when I did that, it didn’t match the forms that were generated after I paid —the ones you review prior to filing. I think the Schedule 1 is only generating for people who have another entry on that same Schedule, which is why mine didn’t show up until I logged my 1099-K income as other income. But the field at the top now populates as it should. You still need to log the income in the normal 1099-K section for it to show up at the top of Schedule 1. I just have it logged again as other income. But I still get the 1099-K review error.
April 15, 2025
7:44 PM
If there were any taxable income, the estate would have distributed k-1 forms to the heirs. If you did not receive a tax form, you can assume the distribution is non-taxable - unless the estate filed...
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If there were any taxable income, the estate would have distributed k-1 forms to the heirs. If you did not receive a tax form, you can assume the distribution is non-taxable - unless the estate filed an extension and you will get a form later. You can amend if that happens.
April 15, 2025
7:43 PM
The Sales Tax calculation is based on income and family size. If income went up (or dependents changed), your sales tax deduction may have gone down. If you're working, usually your income tax is h...
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The Sales Tax calculation is based on income and family size. If income went up (or dependents changed), your sales tax deduction may have gone down. If you're working, usually your income tax is higher than the sales tax deduction, so that is used instead. Perhaps Texas lowered their sales tax %?
Here's detailed info on the Sales Tax Deduction.
@txalicia
April 15, 2025
7:43 PM