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This does not work for the Oklahoma state return... which my investments shouldn't even be on because I am not a resident of Oklahoma. 
"You will enter $6,870 as Roth IRA contribution for 2024 in the IRA contribution interview ($7,000 - $130 that you withdrew by the due date)."   If that 130 earned any money, that just puts you in ... See more...
"You will enter $6,870 as Roth IRA contribution for 2024 in the IRA contribution interview ($7,000 - $130 that you withdrew by the due date)."   If that 130 earned any money, that just puts you in the same boat for 2024 as you are in for 2023. an additional excess will appear. Moreover, that means you won't have 130 2024 dollars available to offset 130 2023 dollars.   This is a bad solution unless you take out extra such as $150 or $200 as a cushion. It is still complex but more so. @pbartoli  @DanaB27 
If you are talking about the NY property tax credit, no, you must be a resident of NY to get this credit. 
The personal loan would not be added to your taxes, just the interest earned. Unless you mean you sold a house or something and carry the debt, that would be under an installment sale.
No, you're doing it correctly!  If you end up filing a non-resident return for rental income and paid tax there, you would have a credit for out of state tax paid on your California return.    @p... See more...
No, you're doing it correctly!  If you end up filing a non-resident return for rental income and paid tax there, you would have a credit for out of state tax paid on your California return.    @plawlor78 
I am using Turbo Tax Premier desktop.  I have added the new floors and appliances as assets, but TT did not adjust my basis to include the additional items.    
Can property school taxes be refunded if the owner is a nonresident 
How do I show this withdrawal on my tax return and avoid paying the penalty.
Do you have a business or are you self-employed? Your Form 1099-MISC from Morgan Stanley isn't Self-Employment income. Did Morgan Stanley give you some kind of bonus?   If you're not self-employe... See more...
Do you have a business or are you self-employed? Your Form 1099-MISC from Morgan Stanley isn't Self-Employment income. Did Morgan Stanley give you some kind of bonus?   If you're not self-employed or have a business, delete the 1099-MISC and enter it under Other Common Income in the Income & Expenses Section. Refer to the TurboTax Help article How do I edit or delete a 1099-MISC? for navigation instructions to delete.   You can enter the income as “Other Income” so it won’t be subject to self-employment taxes.  Follow the steps below: Open TurboTax Select Federal Taxes Select Wages & Income select Start by Form 1099-MISC under Other Come Income Select Yes to Did you get a 1099-MISC? Follow the prompts to enter your 1099-MISC Enter the reason (Morgan Stanley) to Describe the reason for this 1099-MISC Select None of these apply to Does one of these uncommon situations apply? Select No to it didn’t involve work like your main job Make your selection to How often did you get the income? Select No to Did it involve an intent to earn money? For additional information, review the TurboTax articles What's the difference between self-employment income and other income? and Where do I enter a 1099-MISC?    
form 2106 is only supposed to be used by Armed Forces reservists, qualified performing artists, fee-basis state or local government officials, and employees with impairment-related work expenses
No, I do not have a 1098. I bought the house under land contract from my grandparents. 
Online and Desktop version both require you to find a small add investment button this year. Once you find it, you can select what you need to add. Then you can import or type it in manually.   If ... See more...
Online and Desktop version both require you to find a small add investment button this year. Once you find it, you can select what you need to add. Then you can import or type it in manually.   If you don't have investment income, the bottom right has a continue button. Reply if you need more help. Reference: Where do I enter investment sales?    
I DO NOT HAVE A PRINTER—WHAT CAN I DO?   We cannot solve your printer problem for you.  TurboTax cannot print it for you.   If you do not have a working printer,  you can access your account from... See more...
I DO NOT HAVE A PRINTER—WHAT CAN I DO?   We cannot solve your printer problem for you.  TurboTax cannot print it for you.   If you do not have a working printer,  you can access your account from any computer that has internet access and print your return. Or save it to a flash drive.   Perhaps you need to see if a friend or relative can let you print from a computer with a printer.  Or print it at a UPS place or Staples, etc.  
Took a long time BUT we found where to enter IRA distribution for a one-time HSA Funding Contribution.  They really call it HSA Funding Distribution which seems odd.  Anyway, on Form 1099-R Distribut... See more...
Took a long time BUT we found where to enter IRA distribution for a one-time HSA Funding Contribution.  They really call it HSA Funding Distribution which seems odd.  Anyway, on Form 1099-R Distribution from Pensions, IRA, etc. go to the Insurance section.  The middle choice is Amount of health savings account (HSA) funding distributions to enter your number. By doing this it is recorded as HFD on line 4B of the 1040.  HFD is an acronym for HSA Funding Distribution.
You want the Other Reportable Income entry.   After you choose the 1099-A/1099-C option, scroll all the way down to the last option in the list - it will be Other Reportable Income.   You can searc... See more...
You want the Other Reportable Income entry.   After you choose the 1099-A/1099-C option, scroll all the way down to the last option in the list - it will be Other Reportable Income.   You can search for other reportable income (use that exact phrase) and use the Jump to other reportable income link in the search results.     
I am in the same scenario, however I already filed my tax day before yesterday. Can I amend it to include for 8919? I want to file with an agent as well. Can you please look into my scenario?
MFJ, and we both contributed a small amount to our Roth accounts in January of 2024 before we realized we'd be over the income limit for the year. Our custodian removed the contributions plus earning... See more...
MFJ, and we both contributed a small amount to our Roth accounts in January of 2024 before we realized we'd be over the income limit for the year. Our custodian removed the contributions plus earnings in March of 2025. I went through the Roth contribution step by step questions, and the total amount removed (original contribution plus earnings) now appears on the 1040 in box 4a, but there's no amount in box 4b, where I believe the earnings should appear.  I did complete "made up" 1099Rs for each of us for this event. I checked box 2b (taxable amount not determined) and left box 2a blank per the custodian's projection of what will be on the 1099Rs when they are received, but should I uncheck box 2b and enter the earnings in box 2a, since I know them (the difference between the contribution and the total amount removed)? How do I get the earnings to appear in the proper place, and are there any additional forms that I need to file with this year's return to properly account for this event?
Try closing TurboTax, and then clear your cache and cookies.   A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary... See more...
Try closing TurboTax, and then clear your cache and cookies.   A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).   Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge Each browser has a slightly different method for deleting cookies. Choose the browser you're using: Microsoft Edge Mozilla Firefox Google Chrome Safari   TurboTax FAQ: How to clear your cache  TurboTax FAQ: How do I delete cookies?