All Posts

@nu-athena  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.

It depends. If you are filing a corrected Form 1120S after the original filing deadline of March 15, the form is considered "amended" and not superseded. However, if you filed a request for an extension of time to file, you have until October 15 to file a superseded return.   You can prepare a superseded or amended return in TurboTax Business. However, the return will need to be printed and filed by mail. At this time, TurboTax does not support e-filing more than one return. As mentioned above, you will need to write "Superseded" at the top of all forms before you mail them. TurboTax will mark an amended return as such (no need to write anything on the forms).

If you are trying to enter your Social Security benefits, then you will not need to enter an EIN or Federal ID number.  You will only be asked to enter the information on your Form SSA-1099.  Go to Wages and Income > Retirement Plans and Social Security and be sure to click Start or Update beside Social Security (SSA-1099, RRB-1099) to enter Social Security income.   If you are trying to enter information reported on Form 1099-R for a retirement plan distribution, then you will be asked to enter the EIN or Federal ID number.   @mhrockwell 

Yes, but the question was if you started the return, basically completing it, but you did not file it. Where do you get all the work you did and put in? So you can bring it over to the purchased version so you do not have to start over?

the source for the % is the tax supplement provided by Fidelity which lists the official % for every fund, along with guidance how to apply it, see link below.  (Fidelity should have directed you to this document rather than a tax specialist...).   SPAXX is not shown explicitly the have "various" for that fund you have to look up by name in this case, pls verify yourself but I also hold that fund and it should be 55.09%.  Multiply the dividends from that fund by that percentage.   https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/TY24GSESupplementalLetter.pdf

MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594   There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. Next——check the IRS refund site https://www.irs.gov/refunds to see what the IRS says they issued for your refund.  Sometimes the IRS reduces your refund. If the IRS reduced your refund they will send you a letter in several weeks.     There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 35a on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.   Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,   It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.   Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $40 or $45  in CA)   How can I see my TurboTax  fees?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k      refund offset.       https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts  IRS Treasury Offset Program Call Center at 1-800-304-3107  https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts   https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301   Reduced Refund      https://www.irs.gov/taxtopics/tc203     What is Refund Processing Service?         Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com   

Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.

I got the following rejection text - >>>>>>>>>>>>>> IND-517-02 - 'DependentSSN' in the return must not be the same as Primary or Spouse SSN on another return where Primary or Spouse have not indicated that they could be claimed as a dependent on someone else's return. Visit Link to IRS.gov for additional information. To electronically file with this duplicate condition, an Identity Protection Personal Identification Number (IP PIN) will be required. If you wish to get an IP PIN and you don't already have an account on IRS.gov, then you must register to validate your identity. Please visit www.irs.gov/getanippin for further information and resubmit your return with an IP PIN. >>>>>>>>>>>>> I did the following- 1. Filed an amendment return for my daughter with the correction. Someone can claim me as dependent checkmark was missed in my daughter’s return. This change also had an effect on her state taxes. 2. As per the rejection email, got the IP PIN for MYSELF and retransmitted by return.   Did 1. In the morning and 2. in the night. Basically both in the same day.   Returns were accepted!

Agreed, this is cumbersome to manually calculate.  You take the investment center's tax form for Percentage of Income (or ordinary dividends / interest) times your matching individual account holding.  Then enter separately on your state return.

Can you give us more information on how you rent the camper? Is it like an AirBNB or do you have a long term renter? How you rent the camper will determine if it is classified as a rental property or a business.

It turns out I was told that this feature to transfer a tax data from turbotax cd to turbotax online was suspended, the tax tools feature is no longer available. I had to manually transfer the data , cream pain. I have been using turbotax for 14 years, stuff like this makes you want to find a different provider 

You answered something incorrectly in MY INFO.   If he is a qualifying child dependent he can earn more than $5050.   Click his name in MY INFO and go through those screens again.  Watch for the screen that says "Less Common Situations" and make sure you clicked that he was a full-time student.