All Posts

@problems with your software   wrote:  "Fees at the end when filing be aware ??? state is suppose to be free the look at your account"     It's very difficult to comment since you didn't mention at all what product level you are using and whether it's Online TurboTax or desktop software.   And did you use any optional add-ons, like MAX or PLUS?   So we have to start guessing.     If you're using desktop software, there is a $25 fee to efile a state return (no fee for NY state.)   If you're using Online TurboTax, you would need to explain exactly what product and options you are using.  In the Online products, only the Free Edition has a free state return.   (Note:  the Military promo also has a free state return.)

Yes you have to go SLOWLY and read all the screens and watch which button you click on.  People get going too fast at the end to file and click on the wrong button, (the right button to continue).

I'm not sure how to link back to my last post, but I just tried looking at the problem through Forms view.  What I'm seeing is 2023 (no errors) TT has page numbers 1-8 (upper RH side of each "page" (questionable if you're thinking "letter" size paper).  On the other hand, TT 2024 only had pages 1-5.  Page 7 is where the "Disallowed Passive Losses" are being tabulated.  It's not just a matter of more content on different pages either.  The section isn't even present.  I imagine along with whatever else is on those missing 3 pages, but I'm only dealing with 1 error that seems to come out that region.  If 2024 doesn't have a page to make a comparison from, that would explain a lot why we get the same error regardless of what number we manually enter through the error dialog box.  It seems to be present there only, but not in "Forms" view which you would think is the complete listing TT intends to submit.   BTW - Working from the Desktop version.  Whatever TT $60 charge is (/hr?) I'd like about $180 for working to solve this.

The 2500 is from a program for the community. They stated upon the completion of the orogram, that there would be money. This was a one time payment. What should I file it under? But like I said when I file it 1099-NEC it won’t allow my gambling winnings to be returned to me weirdly. Unless there’s another way. I received the 1099-NEC but as a reminder it says no employee compensation 

Thanks @DanaB27!  I'm in the right section now but still missing something.    I enter my Roth contributions for 2024 as 0 Switch from a Roth to Traditional- No Let us track your Roth Basis- Yes Withdraw from Roth before 2024- No Enter prior year Roth contributions - 0 (Note says do not include amounts converted from a traditional IRA) Tell us the years- 2020,2021,2022, 2023 (Each year non taxable converisons full $6k amount, 0 for taxable) Due to divorce- No Excess Roth contributions- No   And nothing changes on line 24 in form 8606. I'm not seeing a ROTH IRA worksheet in my turbotax forms and I have one from 2023 in my return, so maybe I made an error else where? THANK YOU SOOOO much @DanaB27!!!!

If the income is reported on Schedule C, it will qualify for the Qualified Business Income (QBI) deduction.   Do you have a Schedule C in your return?     Do you have any Form 1099-DIVs with amounts in Box 5?   If so, those qualify for QBI too.  

@AmyC   Thanks for the taking the time to answer my question.  Greatly appreciate it.    Just want to make sure because the enter the Utah "portion" of the following income is really throwing me off.  Me trying to understand this, it would imply that "portion" in a fraction of the federal income of $13.5k  or less than $13.5k  However my Utah rental income was $21398    Is it correct to continue as shown in the image

Yes, you will have to print and mail the extension because you won't be able to provide the prior year's adjusted gross income (AGI) for verification.   Refer to the IRS Topic # 304 Extensions of time to file your tax return for more information.  You can prepare the extension in TurboTax, then print and mail it.   Refer to the TurboTax Help article How do I file an IRS tax extension?.  If you need to file a state extension, review the article How do I file an extension for my personal state taxes?  

Check all your 1099Div forms box 2a.   If you imported any 1099, I  would delete them and enter them again Manually.   That usually fixes things especially if you imported it.   It could come from other places like K-1.  

You can report the income as miscellaneous income as long as it is NOT for self-employment.   If it is self-employment, it goes on Schedule C which is business income and is taxed differently.   If you did work to earn money, it is self-employment.  For the schedule C, you can use your name and home address for the 'business'.    When you earn income but are not an employee, you are considered to own your own business.   However, if it was not self-employment income, it does not belong on Schedule C and should be reported as miscellaneous income - taxed as ordinary income.   Examples are lawsuit settlements, prizes, awards, research studies, rebates, or other miscellaneous income you received without any intent to earn income.  I need to enter a 1099 - Am I Self-Employed?

@ kayraflores24 wrote: How do I get rid of the option for turbo tax live $129? It depends on how you came to be in a LIVE product.   This FAQ has both scenarios.   FAQ:  How do I remove TurboTax Live? https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312

Does it show up on your 2023 return?  Where?   Each year is separate.  You probably have to get it back from the IRS.  How did you pay it?   The IRS should notice the overpayment and send it back to you.   You need to log into your IRS account and see what they did with it.