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April 16, 2025
2:06 PM
1 Cheer
The trader would report aggregated gain/loss. Option A in your example.
April 16, 2025
2:06 PM
See this TurboTax support FAQ for contacting your state department of revenue and ask them the status of your 2023 state tax refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state...
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See this TurboTax support FAQ for contacting your state department of revenue and ask them the status of your 2023 state tax refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m9kf7eni
April 16, 2025
2:05 PM
Contact your state Dept of Revenue.
List of Department of Revenue by state List of state DOR's
April 16, 2025
2:05 PM
You must apply directly with the CA FTB. Please see Payment plans Installment agreement - Franchise Tax Board.
April 16, 2025
2:04 PM
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
April 16, 2025
2:04 PM
Linda, Did you not read my question completely? There was no underpayment issue involved. It was about an overpayment or a possible late estimated tax payment. Your answer was not helpful.
April 16, 2025
2:03 PM
You will want to get a total for each category of income/deduction, then divide in half. From the one half total, you will add or subtract to each person's share. For example- A Income= $70,000 ...
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You will want to get a total for each category of income/deduction, then divide in half. From the one half total, you will add or subtract to each person's share. For example- A Income= $70,000 B Income= $40,000 TOTAL = $110,000 (one half = $55,000/each spouse reports one half) A= $70,000 MINUS $15,000= $55,000 (subtraction adjustment of $15,000) B=$40,000 PLUS $15000-= $55,000 (addition adjustment of $15,000)
April 16, 2025
2:02 PM
April 16, 2025
2:02 PM
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2024 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
April 16, 2025
2:01 PM
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
See more...
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2024 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
April 16, 2025
2:00 PM
I did not have foreign income and turbo tax said I did
Topics:
April 16, 2025
2:00 PM
April 16, 2025
2:00 PM
I lost my turbo tax 2024 return and would like to get a copy of it
Topics:
April 16, 2025
2:00 PM
1 Cheer
Wow, this actually worked! Three years in a row I've had this issue, and last time tech support guy actually figured out a workaround and fixed it, but it involved deleting some things. This solu...
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Wow, this actually worked! Three years in a row I've had this issue, and last time tech support guy actually figured out a workaround and fixed it, but it involved deleting some things. This solution is much better. Thank you!
April 16, 2025
1:59 PM
Thank you, this is exactly what I was looking for
April 16, 2025
1:59 PM
Thanks @DianeW777. I'm interested for Oregon, Montana, and Missouri K-1s. I'm a California resident. I still don't really understand how this is tracked at a state level then. If I have multiple ...
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Thanks @DianeW777. I'm interested for Oregon, Montana, and Missouri K-1s. I'm a California resident. I still don't really understand how this is tracked at a state level then. If I have multiple K-1s that have income/losses from multiple states, then it seems that the federal numbers and state numbers would be quite different. For example, if I have a property in Montana, the income/losses should not affect my Oregon return, right? But it does affect the federal return.
April 16, 2025
1:58 PM
1 Cheer
In the California return, the Underpayment Penalty questionnaire normally doesn't appear unless TurboTax has tentatively calculated a penalty based on the income and payment information you entered. ...
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In the California return, the Underpayment Penalty questionnaire normally doesn't appear unless TurboTax has tentatively calculated a penalty based on the income and payment information you entered. There are several exemptions to the penalty and you may have met one of the other exceptions.
If TurboTax calculates a penalty, you will see Underpayment Penalty listed as an item under Other Situations and you may also see a screen prompt before you get to the end of the California items asking if you want to go over the penalty section now. Respond "yes" to "Would you like to review this topic?". If yes, you are given the choice to let the Franchise Tax Board calculate the penalty and send you a bill, or complete the questionnaire.
See this FTB webpage for more information about California penalties.
According to the form, If you qualify for the 110% of 2023 exemption, or another exemptions, then the Form 5805 is not required to be submitted.
Form 5805 states:
IMPORTANT: In most cases, the Franchise Tax Board (FTB) can figure the penalty for you and you do not have to complete this form. See General Information B. If you meet any of the following conditions, you do not owe a penalty for underpayment of estimated tax.
Do not complete or file this form if:
• The amount of your tax liability (not including tax on lump-sum distributions and accumulation distribution of trusts) less credits (including the withholding credit) but not including estimated tax payments for either 2023 or 2024 was less than $500 (or less than $250 if married/RDP filing a separate return).
• Your 2023 return was for a full 12 months (or would have been if you were required to file) and you did not have any tax liability on that return.
• The amount of your withholding plus your estimated tax payments, if paid in the required installments, is at least 90% of the tax shown on your 2024 return or 100% of the tax shown on your 2023 return (110% if California adjusted gross income (AGI) was more than $150,000 or $75,000 if married/RDP filing a separate return) and you are not using the annualized income installment method. Taxpayers with California AGI equal to or greater than $1,000,000 (or $500,000 if married/RDP filing a separate return) must use the tax shown on their 2022 tax return if they do not meet one of the two conditions above.
@ankit312
April 16, 2025
1:58 PM
USPS.com (a website site belonging to the Post Office) says the zip code for that address is 12207-2011. So try this zip instead.
But note that if this is on a 1099-R, the address doesn't matte...
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USPS.com (a website site belonging to the Post Office) says the zip code for that address is 12207-2011. So try this zip instead.
But note that if this is on a 1099-R, the address doesn't matter much - it's the Payer's tax ID number that matters. If necessary, just leave the zip code off.
April 16, 2025
1:57 PM
I found the exact same issue today... and it is off by a significant amount. I only saw the incorrect AGI after I filed. TurboTax needs to fix this issue and make sure our filings are corrected.