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Hi,     Steps 1 - 4 and 6 - 8 were successful but there were no follow-up questions (step 5) about "about who you inherited this 1099 R from.  Here you will enter information about your mother since you inherited the plan from her."   I deleted the 1099, saved the file and reentered it again but still wasn't prompted about who I inherited the 1099 from.   Any ideas where I went wrong?

I have a family of four: mom, dad and two dependent daughters.  One daughter did her taxes right, the other left the 'claim you as a dependent' box unchecked.  Both their returns were accepted, and mine was rejected (because I was last to file).  The feedback above seems to indicate you need at least an IP PIN for both the filer and the dependent who mis-filed to get the return accepted. My question is: will all 4 of us need to get IP PINs to have my family return accepted?

Para preparar los impuestos del año 2022, tendrás que descargar TurboTax Desktop.  Si no los habías empezado , simplemente sigue las instrucciones del programa, pero si ya habías comenzado tu declaración y no la terminaste puedes seguir los pasos siguientes:    Inicia sesión en tu cuenta de TurboTax Selecciona Continuar en la pantalla que muestra tu resumen del año anterior. Tienes que usar la misma cuenta de TurboTax que usaste el año anterior En la segunda pantalla, que muestra productos y precios, desplázate hacia abajo y selecciona Tus declaraciones de impuestos y documentos. Selecciona el año que quieras y, luego, selecciona Descargar/imprimir declaración (PDF). Si el año que estás buscando no está allí, es posible que esté en otra cuenta. Ve aquí para buscar todas tus cuentas. La declaración que estás Regresa al programa de TurboTax Desktop, selecciona Buscar un archivo .tax y busca el archivo de datos tributarios que descargaste en el paso anterior.   Selecciona el archivo y haz clic en Abrir. Ahora puedes terminar de completar tu declaración de impuestos. La declaración del 2023, no es elegible para ser enviada electrónicamente, el programa dará instrucciones de como imprimirla y mandarla.       2023 Forma 1040  

If you have not registered, paid or e-filed you can clear and start over. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

As an isolation test, I went back to TT2023 and deleted the deductions. Then invoked ItsDeductible Import. The Import for 2023 worked. Because it worked for 2023, the problem for 2024 is NOT caused by WindowsOS. The Import failure with TT2024 desktop is with the 2024 TT software and how it doesn't work with ItsDeductible Online.

@fanfare  I have a couple hundred $ showing up on my Robinhood 1099-B under "Short B (basis not reported to the IRS)". TurboTax Deluxe on PC/Mac is telling me to "You'll need to mail a paper copy to the IRS. If you're e-filing your tax return, then mail your statements along with Form 8453 to: Internal Revenue Service Attn: Shipping and Receiving, 0254 Receipt and Control Branch Austin, TX"   I see that Turbotax has generated a filled out form 8453 for me, as well as form 8949 and Schedule D. Do I now physically mail these three form AND my 1099-B from Robinhood? Why wouldn't TurboTax e-file it? I am e-filing all of my taxes. I see that TurboTax will e-file just form 8949 and Schedule D (it gets generated for the final package ready to be e-filed), and form 8949 says "see attached statement". I am confused now. so this form will get e-filed without the statement?... And then I should mail it to IRS AGAIN with my 1099-B attached?   Any input is appreciated. Thank you  

As an isolation test, I went back to TT2023 and deleted the deductions. Then invoked ItsDeductible Import. The Import for 2023 worked. Because it worked for 2023, the problem for 2024 is NOT caused by WindowsOS. The Import failure with TT2024 desktop is with the 2024 TT software and how it doesn't work with ItsDeductible Online.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Yes, you can elect to not have an employer plan for your LLC this year.  Is it an S-corp where you pay yourself via W-2? If so, you just need to correct that checkbox both in TurboTax and via a corrected W-2 filing (so it matches IRS databases.)  If you don't have a W-2 with this marked, you want to be sure that there are no numbers listed in the "pension plans" section of your expenses for your business and that you've not completed the self-employed retirement worksheets.  If you entered that section to test for the potential contribution, you may need to delete the associated worksheet from your forms.  In the desktop version of TurboTax you do this by clicking on the Forms icon in the upper right then looking for the form in the column on the left.   In TurboTax online follow these steps:   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return Scroll down to the form you want to delete (SEP Wks) Select the Form Click on Delete.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.   

Yes, the information of Form 8949 flows to Schedule D.  You do not report any escrow information when reporting the sale of the home.  Commissions and other sales expenses are a reduction to sales proceeds, if not already reflected on the 1099-S.  If you all the gain from the sale is excluded due to the exception for sale of personal residence you skip the adjustments for sales expenses.  Otherwise, after entering the amount on the Form 1099-S, you will enter those as an adjustment.  

Hi Kesha, No. I do have a W-2 from my work, but also a W-2 from IHSS for my wife in taking care of her mom in our home. Box 1 actually had a monetary amount, but I believe Box 12 was marked “II” with an amount. I attempted to look online on how to report this and read I should leave Boxes 1-8 blank but mark 12? Is this why? What do you recommend from here if my Federal was accepted already?

First, delete the contribution you started and then downgrade back to Free edition.  Delete the page titled IRA Contributions Worksheet.   How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop   How to downgrade in TurboTax Online

@ladyswg  You appear to be using the desktop version.   If so, you can go into Forms Mode and see the calculation TurboTax used on the Qualified Dividends and Capital Gains Tax Worksheet.    In Forms Mode when you look at the list of forms in the left column, that worksheet is likely abbreviated as qual div/cap gain (or similar.)