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I found the place to enter, and entered the new IP PIN received in the mail from the IRS, but was still rejected.  Now what?  The TurboTax efile PIN number is necessarily different, as it doesn't all... See more...
I found the place to enter, and entered the new IP PIN received in the mail from the IRS, but was still rejected.  Now what?  The TurboTax efile PIN number is necessarily different, as it doesn't allow for 6 digits.  Advise please!
You mean from MFS in 2023 to Joint 2024?  You can only transfer 1 return.  So you could transfer from the most complicated MFS return, then change to Joint and add the other person to it.   Then the ... See more...
You mean from MFS in 2023 to Joint 2024?  You can only transfer 1 return.  So you could transfer from the most complicated MFS return, then change to Joint and add the other person to it.   Then the transferred person will be listed first as primary on the Joint return.      
When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one ov... See more...
When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596
I imported a 1099-B with regular equities as well as ESPP. I saw where you are recommending adding the ESPP sales one at a time, in my case that will be about 80 entries due to differing purchase pr... See more...
I imported a 1099-B with regular equities as well as ESPP. I saw where you are recommending adding the ESPP sales one at a time, in my case that will be about 80 entries due to differing purchase price. Since the import already has date acquired, date sold,  proceeds and basis, why can't i just change the type to ESPP instead of re-adding a lot of data which is already present? This is what computers are for.
@DanaB27yes I show a taxable amount on line 4b of my Form 1040.   I did not have any earnings before the conversion. The conversation was immediate.   I did not have any other pre-tax funds (or a... See more...
@DanaB27yes I show a taxable amount on line 4b of my Form 1040.   I did not have any earnings before the conversion. The conversation was immediate.   I did not have any other pre-tax funds (or any funds at all) in my Traditional IRA account prior to the contribution. I entered $0 for the value on December 31, 2024.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.  ... See more...
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
As the earlier member explained, excess contribution amount for 2023 (including earnings on the same) was captured as Other Income in the 2023 tax return since that amount was withdrawn between Jan 1... See more...
As the earlier member explained, excess contribution amount for 2023 (including earnings on the same) was captured as Other Income in the 2023 tax return since that amount was withdrawn between Jan 1- Apr 15, 2024 from the HSA custodian. This is done (as per publ. 969) to prevent paying the penalty although you do not get a 1099-SA 2023 showing this excess contribution.  So, the 2023 return is all good. Fast forward to 2024 tax return, the custodian issues the 1099-SA 2024 for this excess contribution withdrawal in 2025 (understandably since the withdrawal happened between Jan1-Apr 15, 2024). Now this 1099-SA 2024 has to be shown in the 2024 tax return to avoid a notice from the IRS as you say. But as you can see, if you include this in 2024 return, you are paying tax again on this amount since you already paid tax on this amount in 2023 return (Other Income). So, there should be a way to include this 1099-SA 2024 amount in the 2024 return without being taxable. Hope it makes sense, and you provide a solution.
Just a stupid thought...... whose ssn is on the 1099R?  The Aunt's or his?  
How do I Transfer data from married filing sep to married filing jointly form?
Where you report your transactions depends on the intent of the sales.   - If you are NOT in the business of reselling used clothes, these transactions would be treated as capital transactions as w... See more...
Where you report your transactions depends on the intent of the sales.   - If you are NOT in the business of reselling used clothes, these transactions would be treated as capital transactions as was mentioned on the other thread. If you made a profit, you'd follow the steps outlined in the other thread to report the income. If you generated losses, the losses aren't deductible and you don't need to report them. This would be the case if you're infrequently selling off your own personal items.   - If you've created a business of reselling used clothes for a profit, these transactions would be treated as business sales and reported on a Schedule C as Mindy outlined above. 
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I have an account for my daughter and need to create a new account for myself. When I try to create a new account, hers comes up.
No, you will not be able to use the state next year. You can contact TurboTax to ask for the best solution. How do I contact TurboTax? Yes, select 'do not file my state taxes now, I'll do it... See more...
No, you will not be able to use the state next year. You can contact TurboTax to ask for the best solution. How do I contact TurboTax? Yes, select 'do not file my state taxes now, I'll do it later'.  If you are not required to file you should not send it.
Even if you are below the minimum income to be required to file a CA return----was any CA tax withheld from your paychecks?   Is there an amount in box 17 on your W-2?  You can file to seek a refund ... See more...
Even if you are below the minimum income to be required to file a CA return----was any CA tax withheld from your paychecks?   Is there an amount in box 17 on your W-2?  You can file to seek a refund even if you earned less than the filing requirement.   If you are not going to file the state, then just say do not e-file the state when you are on the filing screen.  No, you cannot use the state software next year.  There is new software for each tax year.    
Illinois refund from 2023 not showing in 2024 IL 1040 Line 6. It does show on Schedule 1. Am i doing something wrong?
no way to get past the first page