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Pennsylvania automatically grants a filing (not payment) extension to October 15, 2025 if you filed an approved federal extension. Otherwise, if you owe, print and mail Form REV-276 along with your p... See more...
Pennsylvania automatically grants a filing (not payment) extension to October 15, 2025 if you filed an approved federal extension. Otherwise, if you owe, print and mail Form REV-276 along with your payment by April 15, 2025, to avoid penalties and interest.   New Jersey automatically grants a filing (not payment) extension to October 15, 2025 if you filed a federal extension and have paid or withheld at least 80% of your total New Jersey tax liability. Attach a copy of the Federal extension to your New Jersey return when you file.   Otherwise, print and mail Form NJ-630 by April 15, 2025 to to avoid penalties and interest, either by including a check with your form submission or by paying online when you e-file your extension.  
Penalties are based on your prior years' taxes.  If you owed $3,000 last year and then you owe $3,000 again this year then you're going to get charged a penalty.  The IRS sees that as money that you ... See more...
Penalties are based on your prior years' taxes.  If you owed $3,000 last year and then you owe $3,000 again this year then you're going to get charged a penalty.  The IRS sees that as money that you should have paid in estimated payments because - since you owed it last year - you should have known that you would owe it again.  And they expect to be paid not when your tax return is due but when you earn the money just like with withholding from a paycheck.   So if you owed last year and then owe again this year - no matter what revenue stream caused you to owe the money - there will be a penalty generated by the system.   @Rockpowwer 
I congratulate you on your understanding of HSAs.   1. After you turn 65, the HSA becomes like a funny IRA. While you can still reimburse yourself tax-free for medical expenses, you can also take... See more...
I congratulate you on your understanding of HSAs.   1. After you turn 65, the HSA becomes like a funny IRA. While you can still reimburse yourself tax-free for medical expenses, you can also take distributions with no penalty after age 65 (you pay regular income tax, of course, just like with an IRA).  2. There is no RMD requirement with an HSA, unlike with an IRA. 3. Some HSA custodians permit you to invest in a variety of investment vehicles: stocks, mutual funds, whatever the custodian allows. So maybe it is time to look at another HSA custodian. 4. It is hard to imagine a situation in which using Schedule A beats an HSA. If your marginal tax rate is 24%, then each dollar of expense IN EXCESS OF 7.5% of your AGI is worth 24 cents. But spending the same money from the HSA is tax-free.   Why don't you take the distribution from your HSA and take the Standard Deduction? It's sort of double-dipping - the Standard Deduction covers a "standard" amount of medical expenses, and the same expenses are reimbursed by the HSA.
Did you report the Social Security using the lump-sum method?   The Social Security lump sum payment process requires you to enter information from your previous years tax returns.  Then the tax ... See more...
Did you report the Social Security using the lump-sum method?   The Social Security lump sum payment process requires you to enter information from your previous years tax returns.  Then the tax that would have been due from one or more prior year tax return is simply added to your 2024 tax return as an additional tax assessment.     At the screen Did you receive any lump-sum payments?, answer Yes.   See also this TurboTax Help.   The repayment of the insurance may have qualified you for the claim of right repayment over $3,000.   A claim of right repayment is a deduction you can take in the current tax year if you are required to pay back income in excess of $3,000 from a previous tax year that you thought you could keep. You reported and paid taxes on the money, not knowing you would have to pay it back.   Examples of this type of income include: the repayment of signing bonuses, moving expenses, unemployment compensation, and other funds.   In Turbotax Online, the claim of right repayment over $3,000 may be reported as a deduction by following these steps.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Deductions & Credits. Click the down arrow to the right of Other Deductions and Credits. Click to the right of Other Deductible Expenses. At the screen Did you have any of these other expenses?, click Yes.   The deduction is reported on line 16 of Schedule A Itemized Deductions.   IRS Publication 525 Taxable and Nontaxable Income, page 37, states:   Repayment over $3,000   If the amount you repaid was more than $3,000, you can deduct the repayment as an other itemized deduction on Schedule A (Form 1040), line 16, if you included the income under a claim of right. This means that at the time you included the income, it appeared that you had an unrestricted right to it. However, you can choose to take a credit for the year of repayment. Figure your tax under both methods and compare the results. Use the method (deduction or credit) that results in less tax.    See this TurboTax Help.  Taking the credit option involves using TurboTax Desktop.   @MFonseca [Edited 04/10/25 | 8:50 pm PST]  
I had the same problem. There was a question (page) where I did not make any entries. The question " We need some information about your 199A income" You have to check one of the boxes or Schedule ... See more...
I had the same problem. There was a question (page) where I did not make any entries. The question " We need some information about your 199A income" You have to check one of the boxes or Schedule A won't be printed. In my case I checked the first box.
I e-filed my taxes with Turbo Tax and paid what I owed. I have excess HSA contributions so I put in the option that I would withdraw them before the deadline. However, my HSA provider now says they ... See more...
I e-filed my taxes with Turbo Tax and paid what I owed. I have excess HSA contributions so I put in the option that I would withdraw them before the deadline. However, my HSA provider now says they might not be able to process the request by the tax deadline on April 15th. Can I file for an extension to give my HSA provider more time to process my excess contribution withdrawal? Or do I just need to hope that they can get it done by the 15th? Do I have any options for how to proceed?
Thanks so much!
I have used 2024 Turbo Tax delux Windows application. Online Turbo tax keep on sending 2024 is pending and it is not sync. Not showing any information that I have filed 2024 already? Is there any Sync... See more...
I have used 2024 Turbo Tax delux Windows application. Online Turbo tax keep on sending 2024 is pending and it is not sync. Not showing any information that I have filed 2024 already? Is there any Sync between desktop to online?
@nu-athena    Before you  bought the 2023 Home & Business program did you use the Online version to prepare your return?  Do you need to move it from Online to your Desktop program?  You need to down... See more...
@nu-athena    Before you  bought the 2023 Home & Business program did you use the Online version to prepare your return?  Do you need to move it from Online to your Desktop program?  You need to download the .tax2023 file from Online to open it in your program.   You may have to say you want to amend to get the .tax2023 file.   Then after you get the program installed or reinstalled the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW). Enter some basic information, then go to the state tab and download the state program. Then try to open your existing return, go to FILE - OPEN   Or how to finish a return you started online https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322
Thanks Vanessa A.,    Yes, I'm trying to place the HVAC system as an asset so it could be depreciated, but I cannot figure out where to find it in my Turbotax. I waited to put it in, but couldn't f... See more...
Thanks Vanessa A.,    Yes, I'm trying to place the HVAC system as an asset so it could be depreciated, but I cannot figure out where to find it in my Turbotax. I waited to put it in, but couldn't figure out where to put it. That's why I thought maybe I should just put it under Home Energy Credit, but I don't think I will get as much for it under that credit as if I depreciate it as an asset.    Do you happen to know where I can find that?  Thanks!
Hello,   I need to file an extension and will be filing jointly with my husband. I lived in New Jersey for 9 months out of the year and worked and still am working in NJ and then moved to Pennsylva... See more...
Hello,   I need to file an extension and will be filing jointly with my husband. I lived in New Jersey for 9 months out of the year and worked and still am working in NJ and then moved to Pennsylvania after getting married. Do i need to file an extension for both states? or just PA? 
EXTENSION   https://turbotax.intuit.com/irs-tax-extensions/     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_... See more...
EXTENSION   https://turbotax.intuit.com/irs-tax-extensions/     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808  
assuming 1) it's her SSN on the 1099-DIV, 2) all her income is it, and 3) the total of dividends and capital gain distributions is not greater than $1300, there is no reporting on your return and she... See more...
assuming 1) it's her SSN on the 1099-DIV, 2) all her income is it, and 3) the total of dividends and capital gain distributions is not greater than $1300, there is no reporting on your return and she does not have to file her own return. She's not subject to the kiddie tax (it's tax-free).   if your SSN is on it, you're going to have to report it as in an out 
TurboTax says "Total of all your payments and withholding." Is this a box on my 1099-G or do I need to look elsewhere?
If you worked in MA, your W-2 income is considered Massachusetts source income and it is taxable on your MA nonresident return. It is not considered wages earned outside Massachusetts.  You can cla... See more...
If you worked in MA, your W-2 income is considered Massachusetts source income and it is taxable on your MA nonresident return. It is not considered wages earned outside Massachusetts.  You can claim on your CT resident return, credit for taxes paid to another state to avoid double taxation.    How do I file a nonresident state return?
TurboTax does not have your W-2.   W-2’s come from employers.  Every 2024 W-2 that you received must be reported on your 2024 tax return,    Some employers have payroll sites that will have you... See more...
TurboTax does not have your W-2.   W-2’s come from employers.  Every 2024 W-2 that you received must be reported on your 2024 tax return,    Some employers have payroll sites that will have your W-2. You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os       You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript       https://ttlc.intuit.com/community/income/help/what-if-it-s-february-but-i-still-don-t-have-my-w-2/00/25998  
I don’t know where to get the information it is asking for.
You can delete that 1099-R and manually type it in.  I don't understand what you mean by "code is 7 IRA" Code 7 is Normal Distributions Code D is for Annuity payments from non-qualified plans (... See more...
You can delete that 1099-R and manually type it in.  I don't understand what you mean by "code is 7 IRA" Code 7 is Normal Distributions Code D is for Annuity payments from non-qualified plans (pensions)  or Life Insurance contracts