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New York prefers e-filed returns, but there are certain circumstances that make it necessary for you to file your NY return by mail and the state DOES allow mailed returns.    If you could not or did... See more...
New York prefers e-filed returns, but there are certain circumstances that make it necessary for you to file your NY return by mail and the state DOES allow mailed returns.    If you could not or did not e-file your federal return then your NY return cannot be e-filed.   It has to be mailed.   It is not possible to e-file any state return if the federal return was not e-filed and accepted by the IRS.   https://www.tax.ny.gov/pit/efile/efile_mandate_for_individuals.htm https://www.tax.ny.gov/pit/file/return_assembly_mail.htm
California Schedule EO (568) is available in TurboTax Business for entities that file Form 1065. If the schedule doesn't automatically appear in your forms list, you can find it by using the Open For... See more...
California Schedule EO (568) is available in TurboTax Business for entities that file Form 1065. If the schedule doesn't automatically appear in your forms list, you can find it by using the Open Form icon above the list of Forms In My Return (Forms Mode).   Search for "sch eo" and choose the version for LLCs. Enter any missing information in boxes highlighted in yellow.
The program removes information it thinks is personal. To file, use can use a foreign address but zip code change to 00000. Use a fake EIN of 99-9999900. If your state has a retirement benefit, you m... See more...
The program removes information it thinks is personal. To file, use can use a foreign address but zip code change to 00000. Use a fake EIN of 99-9999900. If your state has a retirement benefit, you may want to use the 1099-R entry  to report the income. Entering it as "other income" is fine for the federal. You don't want to enter it as a 1099-MISC.   To report it as Miscellaneous Other Income: go to the federal income section scroll to the bottom Miscellaneous Income, 1099-A, 1099-C, Start Scroll to the bottom Other reportable income, Start Other taxable income? Select YES Description  - Foreign social security Amount, enter your amount Continue To enter it as a 1099-R, a normal entry for normal pension follow these steps: Log back into your return Go to Federal Income section Select 1099R and Edit Continue through entry screen, Double check, IRA box is blank Continue Public Safety Officer, NO Continue Where is this from? usually None of the Above, but select the correct answer for you Continue Select From a qualified plan What did you do? Select something else, cash, etc Continue Periodic payments? Select yes, you get monthly checks Continue Withdrawal due to disaster? Select NO Continue @Kosetife
Same question here. Just fell for the signing off my personal information, and I want to change it before filing.
I am confused as to whether I can mail in the returns I prepared with Turbo Tax. The NY returns say you have to e-file if you prepared the taxes using software and not to handwrite in NRA in the SSN s... See more...
I am confused as to whether I can mail in the returns I prepared with Turbo Tax. The NY returns say you have to e-file if you prepared the taxes using software and not to handwrite in NRA in the SSN section either. Does anyone know what I should do?
Are you saying that the reviewed entries are now gone?  Or you are no longer able to view the entries?  When you print or view the tax return, are the transactions reported?    Please clarify. ... See more...
Are you saying that the reviewed entries are now gone?  Or you are no longer able to view the entries?  When you print or view the tax return, are the transactions reported?    Please clarify.   Are you using TurboTax Desktop or TurboTax Online?
He can file an amended return and still owe no tax. He does not have to do that until well after you have filed, claiming everything you're entitled to.  The simple way to claim the full AOTC, on you... See more...
He can file an amended return and still owe no tax. He does not have to do that until well after you have filed, claiming everything you're entitled to.  The simple way to claim the full AOTC, on your return, is to enter the 1098-T with $4000 in box 1 and box 5 blank.  Don't bother with any other numbers. *   This education stuff is very common and not an IRS target.   Students living at home are still allowed an R&B allowance. You can be sure it's more than $1944. So, again,  forget the 1099-Q.    *The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.  If you claim the tuition credit, you do need to report that you got one(the TurboTax interview will handle this) You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T.  If you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.
You will find it in different places depending on where you purchased the software. See the link below for guidance    How do I find my license code for TurboTax Desktop?
If you are not self-employed, the only thing you might need to enter about buying a new car is information if the car is an EV, or sales tax you paid if you are trying to itemize deductions.     ... See more...
If you are not self-employed, the only thing you might need to enter about buying a new car is information if the car is an EV, or sales tax you paid if you are trying to itemize deductions.     SALES TAX You can enter the sales tax you paid for the car you purchased in 2024 by going to Federal>Deductions and Credits>Estimates and Other Taxes Paid> Sales Tax.  You will be asked if you paid sales tax on a major purchase, and you will be able to enter the sales tax you paid for your new vehicle.    Sales tax is an itemized deduction.  Unless you have enough other itemized deductions to exceed your standard deduction the sales tax will have no effect on your tax due or refund.   “Major purchases” that you can enter for the sales tax deduction include: Motor Vehicles (cars, trucks, motor homes, RV’s, sport utility vehicles and off-road vehicles Aircraft or boats Mobile homes Manufactured housing Building materials for major home improvements You cannot deduct: furniture, jewelry, home electronics such as TV’s or computers   States with no sales tax:  Alaska, Delaware, Montana, New Hampshire and Oregon  
Fun Update: TurboTax won't let me e-file anyway. It says Box C must be checked on form 1310, but since I'm the court appointed executor I can only check box B. And even though I checked the subseq... See more...
Fun Update: TurboTax won't let me e-file anyway. It says Box C must be checked on form 1310, but since I'm the court appointed executor I can only check box B. And even though I checked the subsequent box B1 saying "certificate previously filed" the e-file won't go through and I'm told to mail the return. So now I'm just going to file by mail, with another form 1310 and another copy of the executor document and be done with it. 
Where does Turbo tax store my files and how do I access them?
If you are unable to account for the additional $5,000 of income from another source we could take a look, see the information below.   If you would like to send us a “diagnostic” file that has y... See more...
If you are unable to account for the additional $5,000 of income from another source we could take a look, see the information below.   If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
I had 2 jobs in 2024 and had already maxed out my contribution allowance to my 401k which is a Roth 401k with my previous employer.   When I started my new job in the fall, I signed up for Roth 401k... See more...
I had 2 jobs in 2024 and had already maxed out my contribution allowance to my 401k which is a Roth 401k with my previous employer.   When I started my new job in the fall, I signed up for Roth 401k withdrawals with my new employer, not thinking I should have had the withdrawals start in 2025.  I caught the mistake in the first paycheck, then called Fidelity which handles the plan for the new employer about the problem.  They advised me to call back after I received both my w-2's and to fill out a from to reverse the over contribution.  I have not gotten a form saying the extra has been taken out of my account and April 15th is coming up soon.  What is my best option come tax day? File on time , then file an amended return ?  Or file for an extension and put in the corrected information.  Also, because it went into a Roth account it's already taxed prior to contributing...so how does this affect my filing? Would it be better to just leave it in?   I'm confused- there aren't a lot of questions pertaining to a Roth that was over contributed to.
SALES TAX You can enter the sales tax you paid for the car you purchased in 2024 by going to Federal>Deductions and Credits>Estimates and Other Taxes Paid> Sales Tax.  You will be asked if you... See more...
SALES TAX You can enter the sales tax you paid for the car you purchased in 2024 by going to Federal>Deductions and Credits>Estimates and Other Taxes Paid> Sales Tax.  You will be asked if you paid sales tax on a major purchase, and you will be able to enter the sales tax you paid for your new vehicle.    Sales tax is an itemized deduction.  Unless you have enough other itemized deductions to exceed your standard deduction the sales tax will have no effect on your tax due or refund.   “Major purchases” that you can enter for the sales tax deduction include: Motor Vehicles (cars, trucks, motor homes, RV’s, sport utility vehicles and off-road vehicles Aircraft or boats Mobile homes Manufactured housing Building materials for major home improvements You cannot deduct: furniture, jewelry, home electronics such as TV’s or computers     States with no sales tax:  Alaska, Delaware, Montana, New Hampshire and Oregon
Your screenshot does not come through. What error are you receiving?
The IRS will not accept an international phone number for filling purposes. You will need to enter either a "dummy" US phone number, or a phone number from a relative or friend.    See this previ... See more...
The IRS will not accept an international phone number for filling purposes. You will need to enter either a "dummy" US phone number, or a phone number from a relative or friend.    See this previous response to a thread by @ToddL99   https://ttlc.intuit.com/community/tax-credits-deductions/discussion/i-do-not-have-a-u-s-phone-number-the-turbotax-program-does-not-accept-my-foreign-phone-number-in-its/00/2244650#:~:text=They%20will%20not,800%2D555%2D1212).