All Posts

bcv, I appreciate your guidance on this issue, and I have two follow up questions: 1. Should I also be issuing a 1099-R to the Estate for its income amount, similar to what I am doing for the interest and dividends? 2. There was tax withheld from the last pension payment, and included in the 1099-R issued to the decedent. Can I leave that in the 1040, or does it also need to be split out? Thank you very much!

When you are in the FILE section you will be asked for a drivers license number.  The only way to enter it is to type it in.  Why do you ask?   You will also need to enter the issue date and expiration date.

Are you trying to e-file?  A driver's license is not required to file your federal return.   What state return are you filing, as you can usually avoid having to enter any drivers license information for state returns too.  Or where are you trying to type it?

jsanc093   I'm not sure what causes the problem you're seeing for the online version. $0 was accepted for proceeds (entering as a 1099B) in the desktop version. Maybe one of the experts can chime in to respond to your problem.

What kind of error/problem are you getting?   if you worked as a freelancer or contractor last year, you probably got a 1099-NEC reporting how much money you were paid in box 1.   To enter your Form 1099-NEC in TurboTax: Open your return (if not already open). Enter "1099nec" in the Search box. Click on "Jump to 1099nec" link. Enter your information.      

It is the California underpayment penalty tax form.  If you want to annualize your income, you can complete the form by entering your income and deductions by qtr in Part lll of the form.   Use the Part lll schedule ONLY if you earned taxable income at an UNEVEN RATE during 2024.     If more of your income was earned later in the year, annualizing your income could reduce or eliminate the penalty for underpayment of estimated taxes.  5805 Instructions (html)  2024  Instructions for 5805 Form, Underpayment of Estimated Tax by Individuals and Fiduciaries

Hola, recibí hoy el aviso CP5071 después de 25 días de enviar mis impuestos electrónicamente con turbo-t . El IRS me pidió verificar mi identidad y seguí los pasos con éxito, todo bien hasta ahi, un momento después me sale un aviso diciendo que alguien ya había hecho mis impuestos de manera fraudulenta, con mi información y que ellos no harían el reembolso hasta recibir mis impuestos por correo postal, el problema con eso es que no tengo idea de como hacer para enviar los impuestos por correo postal, no se si solo debo imprimir los documentos desde turbo tax o si debo hacer otros impuestos y volver a pagar, no lo se y necesito que alguien me ayude con esta duda por favor, debo enviar los documentos antes del 15 solo me quedan 3 dias. También necesito saber si hay que enviar documentos adicionales cuando se presenta por correo (como recibos, talones etc) por favor apreciare cualquier ayuda, desde ya muchas gracias!