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April 7, 2025
12:26 PM
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until th...
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If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
April 7, 2025
12:25 PM
April 7, 2025
12:25 PM
We value your input. TurboTax is aware of this issue and is currently looking into it.
April 7, 2025
12:25 PM
Thank you for the quick response. That worked!
April 7, 2025
12:25 PM
Where do I find the amount I contributed to my HSA?
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April 7, 2025
12:24 PM
We value your input. TurboTax is aware of this issue and is currently looking into it.
You can file an extension for your tax return using the instructions in this link: How do I file an IRS t...
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We value your input. TurboTax is aware of this issue and is currently looking into it.
You can file an extension for your tax return using the instructions in this link: How do I file an IRS tax extension?
An extension gives you until October 15 to file your federal tax return. To avoid penalties, you can file the extension and pay any balance due by the April 15 deadline. The extension is only for filing your tax return.
The desktop versions of TurboTax do not support e-filing of the Form 4868. However, you can use this link to file an extension: Free federal tax extension is now available.
April 7, 2025
12:24 PM
Im doing my daughter's returns for 2024. She worked for three companies in 2024 but only contributed to her HSA with two of them. Its her first contributions to an HSA and the total was $1250 singl...
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Im doing my daughter's returns for 2024. She worked for three companies in 2024 but only contributed to her HSA with two of them. Its her first contributions to an HSA and the total was $1250 single coverage only. As she is single and filing as such her maximum is $4150. her data automatically populated when I put in the EIN and now TT is telling me she is over the limit and must take a withdrawal. How do I get this fixed? Thank You
April 7, 2025
12:24 PM
We value your input. TurboTax is aware of this issue and is currently looking into it.
You can file an extension for your tax return using the instructions in this link: How do I file an IRS t...
See more...
We value your input. TurboTax is aware of this issue and is currently looking into it.
You can file an extension for your tax return using the instructions in this link: How do I file an IRS tax extension?
An extension gives you until October 15 to file your federal tax return. To avoid penalties, you can file the extension and pay any balance due by the April 15 deadline. The extension is only for filing your tax return.
The desktop versions of TurboTax do not support e-filing of the Form 4868. However, you can use this link to file an extension: Free federal tax extension is now available.
April 7, 2025
12:24 PM
Thank you! Sorry one more question. then the page took me to if I "made excess Roth IRA contribution for Prior Years". Does "Prior Years" include 2024, or the years before 2024? Do I enter th...
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Thank you! Sorry one more question. then the page took me to if I "made excess Roth IRA contribution for Prior Years". Does "Prior Years" include 2024, or the years before 2024? Do I enter the 2024 $7000 excess contribution here?
April 7, 2025
12:24 PM
We value your input. TurboTax is aware of this issue and is currently looking into it. You can file an extension for your tax return using the instructions in this link: How do I file an IRS tax...
See more...
We value your input. TurboTax is aware of this issue and is currently looking into it. You can file an extension for your tax return using the instructions in this link: How do I file an IRS tax extension? An extension gives you until October 15 to file your federal tax return. To avoid penalties, you can file the extension and pay any balance due by the April 15 deadline. The extension is only for filing your tax return. The desktop versions of TurboTax do not support e-filing of the Form 4868. However, you can use this link to file an extension: Free federal tax extension is now available.
April 7, 2025
12:23 PM
I would advise that you do. It doesn't cost anything, and you don't have to use it.
See TurboTax Desktop in How do I file an IRS tax extension?
Remember, an extension gives you more time t...
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I would advise that you do. It doesn't cost anything, and you don't have to use it.
See TurboTax Desktop in How do I file an IRS tax extension?
Remember, an extension gives you more time to prepare your taxes, but it does NOT extend the time to pay your taxes.
If you have an indication that you will owe taxes, you should make the payment to avoid additional interest and penalties
This will give you until 15 October 2025 to file your taxes.
You can also file a Free federal tax extension here
You may have to do your state extension
Do I need to file an extension for my personal state taxes?
If you owe taxes, you must pay by April 15th.
To file for extension in the TurboTax program
On the menu bar on the left that shows.
Select Tax Tools
On the drop-down select Tools
There will be 4 green boxes
Select Tax Topics
Type Extension
You can start the extension process
April 7, 2025
12:23 PM
Our college student dependent (over 18 years old), who has NEVER filed a tax return, does not appear to be required to file a return this year either (her income appears to be lower than the amount ...
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Our college student dependent (over 18 years old), who has NEVER filed a tax return, does not appear to be required to file a return this year either (her income appears to be lower than the amount required to file). But she may file anyway for 2024, to declare increased taxable income to allow parents to claim the American Opportunity Tax Credit. Since she's away at college and not ready to file by April 15th, we are wondering whether she must/should file an extension by April 15th. We don't think she'll owe any actual taxes, but if she does owe anything it will be a very small amount. Must/should she file an extension for this year by April 15? Thanks!
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April 7, 2025
12:23 PM
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April 7, 2025
12:23 PM
The employer has stated this is supposed to be non taxable. As they issued the 1099r should they now issue a correction? Is that the only way to show this as $0 income related to the medical insura...
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The employer has stated this is supposed to be non taxable. As they issued the 1099r should they now issue a correction? Is that the only way to show this as $0 income related to the medical insurance benefit they provided?
April 7, 2025
12:23 PM
Hello, I purchased TurboTax Deluxe from Costco for myself and finished filing my tax in March. To help a family member file their tax, I purchased Premier in April and tried to install in my comput...
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Hello, I purchased TurboTax Deluxe from Costco for myself and finished filing my tax in March. To help a family member file their tax, I purchased Premier in April and tried to install in my computer. I downloaded Premier and installed it in my computer, but Deluxe keeps appearing in my computer. I uninstalled Deluxe 2024 and deleted my 2024 tax files, but I haven't been able to install Premier. Is there anyone who knows how to install Premier? Please help! Many many thanks.
April 7, 2025
12:22 PM
This is complicated or very simple - I owned a stock for a bank that was closed by the FDIC in 2010, then it traded OTC as a holding company until 2014, when if was officially delisted...
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This is complicated or very simple - I owned a stock for a bank that was closed by the FDIC in 2010, then it traded OTC as a holding company until 2014, when if was officially delisted and defunct, but it still showed up in my TDA positions list so I was not aware OTC trading had stopped, therefore I never official "sold" it or had it declared abandoned, was just holding it until I needed a tax write off. I used TurboTax deluxe desktop version over the weekend to do my taxes, and after importing my Schwab 1099 that stock shows up as multiple sales on the date that old TDA account officially was transferred to Fidelity: There are way more transactions that add up to $15k in losses for that stock - obviously I would love to be able to use them, but AFAIK you only have 7 years to amend past tax returns to take losses for a stock that went BK - so why does my Schwab 1099 show the sell date as 7/17/24? For those who have never transferred accounts to another broker, you can't transfer fractional shares so those shares get sold, and it appears Schwab did something similar for this delisted stocks stock. Since I never officially sold them does Schwab "cancelling" that stock give me back that $15k in losses I never took that I can now use as tax write offs? I mean the IRA has no clue I never sold them, and I have paperwork (the 1099) that shows they were sold last year. I have next to zero risk of an audit because I can't work due to health issues and my only income is SSDI, LTD benefits (both non-taxable since I'm not 65 yet), and dividends I get from stocks, plus interest from CDs and Fido's MMF SPAXX - I haven't had to pay taxes since I had to stop working, so I'm tempted to allow TurboTax to claim that capital loss, but the official sell date has me confused. So to summarize, I believe I cannot take the tax loss Turbotax is offering because of the 7 year amended tax return rule and the fact that there was nothing really there for Schwab to sell or a way to sell it, but then again I have paperwork showing the sell date was 7/17/24, so can I carry over that loss or not?
April 7, 2025
12:21 PM
Hey so I actually got my stuff sorted out last week. Keep calling and pressing 5. I had to call like 65 times for them to respond rather than get a dumb automated reply. The guy on the phone confirme...
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Hey so I actually got my stuff sorted out last week. Keep calling and pressing 5. I had to call like 65 times for them to respond rather than get a dumb automated reply. The guy on the phone confirmed a few things with me (routing number, name, address, social security #) and he found out there was no issues and he said he sent it over. It’s now in the “checking for accuracy” phase. All in all, just keep calling, they’ll eventually pick up.
April 7, 2025
12:21 PM
So you are saying that you want to deliberately increase the excess contribution calculation by TurboTax to where it matches $Y, so the excess will be correct? Well, this is surely not what the ...
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So you are saying that you want to deliberately increase the excess contribution calculation by TurboTax to where it matches $Y, so the excess will be correct? Well, this is surely not what the IRS had in mind... You will add this contribution as a "personal contribution". Add it first in TurboTax, to see if you get the results you want, then if you do and the HSA custodian is willing, then go for it... Oh, and remember to do this before April 15th AND to tell the HSA custodian that this last contribution is for 2024 (otherwise, they will assign it to 2025). Again, document document document so that if anyone ever asks, you can refer to exactly what you did and why.
April 7, 2025
12:20 PM
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April 7, 2025
12:20 PM
Thanks for the clarification!
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