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April 12, 2025
4:48 PM
Where are you making this entry? You might go back to the Federal return and make sure you have the correct information in the Personal Info/ My Info section regarding your state of residence.
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Where are you making this entry? You might go back to the Federal return and make sure you have the correct information in the Personal Info/ My Info section regarding your state of residence.
In any event, if you left California during the year, then the state where you now reside is is where you file as a Resident, and California will be a part-year resident/nonresident return. You will use the same form, Form 540 NR, to report income as a California part-year resident or nonresident.
April 12, 2025
4:48 PM
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April 12, 2025
4:48 PM
If you had a mortgage previously or somehow accidentally created a blank mortgage interest form (1098), delete the form.
Here's how to check:
Go to Federal > Deductions & Credits > Mortgag...
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If you had a mortgage previously or somehow accidentally created a blank mortgage interest form (1098), delete the form.
Here's how to check:
Go to Federal > Deductions & Credits > Mortgage Interest and Refinancing (Form 1098)> Add/Edit
Delete any information here
April 12, 2025
4:47 PM
I am honestly very confused. It sounds like I kinda understand how to handle RSUs. For ESPP, discount may be reported as income the year you get them. Not the year you sell them? (That income is repo...
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I am honestly very confused. It sounds like I kinda understand how to handle RSUs. For ESPP, discount may be reported as income the year you get them. Not the year you sell them? (That income is reported by brokerage- without adjusting cost basis for discount - and is where double taxing can come in) If they are held long enough they are treated as capital gains - so you can’t adjust the cost basis for discount as income? So for example, one of my transactions was the sale of an ESPP from 2017 (half of the RSUs I got that year) on my 2017 W2 the only thing listed in box 14 is RS-STK (and the amount) this is different from what was on my 2023 (ESPP QD) and 2022 (no espp listed, only RSU PSU) W2s (the other applicable W2s for ESPP sales this year). I’m not sure how to handle RS-STK. I’m not sure what procedure I would need to do for each of the 3 ESPP sales for this year. It doesn’t make sense it counts toward income one year when I acquire them and not count toward income the next? Apologies that I don’t understand
April 12, 2025
4:47 PM
If you did not have a Marketplace policy because you had insurance at work and the policy was cancelled for nonpayment, just omit the 1095-A and see if you are able to file.
April 12, 2025
4:47 PM
You mean credit for taxes paid to the Non-resident state (Michigan) on the resident state (Arizona tax return - yes?
April 12, 2025
4:46 PM
be a turbo tax user for years. I have the same problem . Enter the 1099 R the same as last year. turbo tax thinks that there is a problem. baily tp- 10188 which lower than the 108820. How d...
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be a turbo tax user for years. I have the same problem . Enter the 1099 R the same as last year. turbo tax thinks that there is a problem. baily tp- 10188 which lower than the 108820. How do i correct this problem to file my return before the deline.
April 12, 2025
4:46 PM
You have qualified for the standard deduction, so that amount will be used in the computation of tax until you've entered enough itemized deductions to exceed the standard deduction.
Meaning,...
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You have qualified for the standard deduction, so that amount will be used in the computation of tax until you've entered enough itemized deductions to exceed the standard deduction.
Meaning, the deductions will not change the meter until they are over the threshold. The standard deduction is $29,200 for a joint return and $14,600 for a single person. Once your itemized deductions are more than that, the meter will change with each additional allowable expense.
Here is an article you may find helpful: Standard Deduction vs. Itemized Deductions: Which Is Better?
April 12, 2025
4:45 PM
Did you enter the payment as a payment in TurboTax? If not TurboTax will not recognize payments without being told they were made.
April 12, 2025
4:45 PM
https://www.freetaxusa.com/answers?faq=4539 according to free tax usa you can until 2026
April 12, 2025
4:45 PM
You do not have direct access to forms with online TurboTax. Only desktop download software has forms mode. With online software all of your entries are made via the interview screens. What form a...
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You do not have direct access to forms with online TurboTax. Only desktop download software has forms mode. With online software all of your entries are made via the interview screens. What form are you trying to get to?
April 12, 2025
4:44 PM
Part-Year resident is another consideration: Residing in Michigan January 10th - December 5th January 1st - January 9th in Arizona and December 6th - December 31st in Arizona All earnings earne...
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Part-Year resident is another consideration: Residing in Michigan January 10th - December 5th January 1st - January 9th in Arizona and December 6th - December 31st in Arizona All earnings earned in Michigan Part Year Michigan? Part Year Arizona? No earnings reported in the state of Arizona?
April 12, 2025
4:44 PM
Turbo tax 2024 Premier - I have an inherited 403b. My 1099-R has box 7 (code 4 - death) and the SEP/IRA/SIMPLE box is not checked. When I enter that into Turbo tax, it does not take me to the part wh...
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Turbo tax 2024 Premier - I have an inherited 403b. My 1099-R has box 7 (code 4 - death) and the SEP/IRA/SIMPLE box is not checked. When I enter that into Turbo tax, it does not take me to the part where it asks, "Was it inherited?". I think it assumes that the 403b is mine. In the past, it always took me to the inherited question. If I check the SEP/IRA/SIMPLE box, it takes me to the inherited question, but that is not correct and not what my 1099-R says. Please help me complete this section correctly. Thanks.
April 12, 2025
4:44 PM
Do you mean you started a 2023 return last year but did not finish it?
You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you...
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Do you mean you started a 2023 return last year but did not finish it?
You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it. But you can no longer use online software for any further changes.
Start a 2024 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
Online tax preparation and e-filing for 2023 returns is now permanently closed.
Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac (not to a mobile device).Then you need to print, sign and mail it.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe
If you already paid for your online software you can ask customer support for a download of the desktop software.
They are available from 5 a.m. to 9p.m. Pacific time daily
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
If you are getting a refund, there is no penalty for filing late. If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe. Only the IRS will calculate this—TurboTax will not calculate it.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
April 12, 2025
4:42 PM
"Great news! You don't need to report this form. It looks like form 1099-Q won't affect your taxes, so you can just skip this step. We'll take the form off your return."
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April 12, 2025
4:42 PM
CAN I USE TURBOTAX TO AMEND IF THE RETURN WAS PREPARED SOMEWHERE ELSE?
If you did not use TurboTax to prepare your tax return, it is possible to amend the return using TurboTax but it will real...
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CAN I USE TURBOTAX TO AMEND IF THE RETURN WAS PREPARED SOMEWHERE ELSE?
If you did not use TurboTax to prepare your tax return, it is possible to amend the return using TurboTax but it will really be a pain. It would be better to use the software or service used to file originally. If a paid preparer made a mistake on your tax return, that tax preparer should do the amended return for you at no charge.
In order to use TurboTax to amend your return, you need to purchase the desktop software for the tax year and re-create the return EXACTLY as it appeared when it was filed with the IRS/states. Every line has to be the same. Then you have to "trick" the software into thinking you filed by saying you will mail the return. (but do not mail it) AFTER that, you use the software to prepare a Form 1040X, which has to be printed, signed and mailed to the IRS. It takes the IRS about 4-6 months to process an amended return
April 12, 2025
4:42 PM
To create a new account for TurboTax Online, go to the main page and click on the Sign up button. You can create a new account using the same email address or a new email address.
April 12, 2025
4:42 PM
I was able to file with SSN/TIN from the property management company in the past. Is SOS file number requirement for 592B form?