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April 13, 2025
9:22 AM
If you are self-employed and overed by the US/Canada Totalization agreement you must file by mail and attach your Certificate of Coverage. Information on how to obtain the certificate can be found H...
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If you are self-employed and overed by the US/Canada Totalization agreement you must file by mail and attach your Certificate of Coverage. Information on how to obtain the certificate can be found HERE. You will also need to edit the Self-employment tax before printing the return by following these steps: How do I pay zero Social Security (SS) taxes due to Totalization Agreement? .
April 13, 2025
9:22 AM
Had a weird experience with CK chat support, but I received an error in submitting feedback. Tried to find any other way to give this feedback with no luck. Turbo Tax has this community, that’s about...
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Had a weird experience with CK chat support, but I received an error in submitting feedback. Tried to find any other way to give this feedback with no luck. Turbo Tax has this community, that’s about it. It will probably get nowhere, but I have to post it at this point. Here’s what I attempted to send to CK’s support email… I just finished a Credit Karma support chat experience… but I wasn’t able to leave feedback due to an “error” and was supposed to “contact my admin” due to the error. Except, I’m a user, not anyone who has any idea who an admin is. I rated the overall experience 3/5 stars (because I was able to finally change my email address on my account, but not without “pulling teeth”). I rated the agent “expert” interaction with Jose / Joseph I a 1/5 stars. Here was my written review: —— Issue not resolved. I was told to open a new chat even though I have access to all my info, just entered the wrong email upon chat-start. I was told to not send inappropriate messages, when I didn’t send any. (?) I jumped through hoops to change my email. Finally got back to the original concern to be told my concern about Turbo Tax’s intrusive interfacing in spite of me already having filed my taxes via a professional “might” be escalated. Empathy lacking. Screenshots of UI concern in the Credit Karma app provided. My only hope is that TT doesn’t get MORE belligerent after April 15th, thinking I’ve still yet to file my taxes. No need for this level of invasiveness. —— Attached are the screenshots provided in my chat with Jose today, PLUS a screenshot of the feedback screen in chat error message. I didn’t WANT to spend my morning doing this… I could have just given up and shrugged. But working in software/tech myself, with products/services users interface with, and dealing heavily with the voice of the customer in my day to day job, I could not - in good conscience - keep feedback to myself anymore about my frustrating experience with Turbo Tax’s invasion of Credit Karma, with no obvious way to quiet the TT aspect - even Joseph didn’t know how to do it. But at least he “might” but an improvement request in to higher management. Thanks for your attention, I hope you have a great rest of your day and tax season!
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April 13, 2025
9:22 AM
Actually Dawns post was helpful to know, thank you. But in reality not completely accurate. I did try the solution proposed by others in other posts days ago to use all zeros or all nines but tha...
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Actually Dawns post was helpful to know, thank you. But in reality not completely accurate. I did try the solution proposed by others in other posts days ago to use all zeros or all nines but that does not work. So it is not true that any number can be entered. When I reformulated the SSN I had into a two number followed by dash followed by 7 more numbers, it worked for me to get past the software glitch. That glitch should never have been there and should still have been fixed as soon as it was found and should still be fixed. Nobody is perfect but this does seem to happen all too frequently on my last step with Intuit products over the years. I hope more testing is done in the future to prevent this as otherwise a pretty good product.
April 13, 2025
9:22 AM
Since you are an employee, your SIMPLE IRA contributions are reported on your W-2 in Box 12 with code S. You only need to enter this information in the W-2 section of TurboTax
If your contr...
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Since you are an employee, your SIMPLE IRA contributions are reported on your W-2 in Box 12 with code S. You only need to enter this information in the W-2 section of TurboTax
If your contributions are note on your W-2 to add your SIMPLE IRA contributions through your employer in TurboTax, you need to look at Box 12 on your W-2 form. The contributions will be reported with code S in Box 12. Here’s how to enter this information:
Open TurboTax and navigate to the "Federal Taxes" section.
Select "Income".
Choose "W-2" and start entering your W-2 information.
When you reach Box 12, enter the code S and the amount of your SIMPLE IRA contributions (only enter this if this is how it appears on your W-2)
For more detailed guidance, you can refer to the following sources:
TurboTax Help Article on Box 12 Codes
April 13, 2025
9:22 AM
Thank you. But 8 months is 2/3 of the year.
April 13, 2025
9:21 AM
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April 13, 2025
9:21 AM
See this TurboTax support FAQ for how to downgrade - https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US...
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See this TurboTax support FAQ for how to downgrade - https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m9fuq5nz
April 13, 2025
9:20 AM
You can just shorten the name of the financial institution. The name that you're entering is too long.
April 13, 2025
9:19 AM
See the link below on how to enter your product key:
How do I get started with TurboTax Desktop
April 13, 2025
9:19 AM
You can go back to the TurboTax screen where you entered your property tax, and check your entries as follows:
Click on the search icon in the upper right of your TurboTax Screen
Type "pro...
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You can go back to the TurboTax screen where you entered your property tax, and check your entries as follows:
Click on the search icon in the upper right of your TurboTax Screen
Type "property taxes" in your search bar
Click on the link "Jump to property taxes"
Your screen will say, "Enter any additional property tax paid in 2024"
Delete any incorrect entries you may have there (i.e. if you enter property taxes from your Form 1098 and here it will be doubled
Click on your search icon in the upper right of your TurboTax screen
Type "1098" in the search bar
Click on the link "Jump to 1098"
Click "Edit" next to your Form(s) 1098
Continue through your screen to "Let's get the details from your XXX 1098"
Check your property tax amount on that screen
Your TurboTax screens will look something like this:
Click here for "Where do I enter my 1098 mortgage interest statement?"
Click here for additional information on the Mortgage Interest Deduction.
April 13, 2025
9:19 AM
April 13, 2025
9:19 AM
Thanks for the info! So in short if he has already claimed the interest deduction (he is primary for the loan and I am cosigner) then I need to remove him as a dependent on my return, correct? T...
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Thanks for the info! So in short if he has already claimed the interest deduction (he is primary for the loan and I am cosigner) then I need to remove him as a dependent on my return, correct? That would be easier than him filing an amended return?
April 13, 2025
9:19 AM
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April 13, 2025
9:19 AM
I have 1099-k for vacation rental that I had to split between 2 properties. During the review process I am asked to review 1099-k and no matter how many times I have reviewed it, the massage doesn't g...
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I have 1099-k for vacation rental that I had to split between 2 properties. During the review process I am asked to review 1099-k and no matter how many times I have reviewed it, the massage doesn't go away.
April 13, 2025
9:18 AM
Please see this link for steps to recover access to your account.
April 13, 2025
9:18 AM
Thanks for your reply. However, the question was regarding state tax return payments only, not federal taxes. I finally received an answer from the State:
If payment is being submitted with a r...
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Thanks for your reply. However, the question was regarding state tax return payments only, not federal taxes. I finally received an answer from the State:
If payment is being submitted with a return, it should be mailed to the PO BOX 19027.
If payment is being submitted without a return (and must include the payment voucher, e.g., estimated tax payments for 1099 employees, etc...), then payment should be sent to the 62726-0001 zip code address.
April 13, 2025
9:18 AM
You can make the allocation based on the number of days you worked at each location.
April 13, 2025
9:18 AM
1 Cheer
Once you delete this first form, you can enter the second form, if it will be taxable. If all of it was used on 529 qualified Room and Board and Qualified Education Expenses - Internal Revenue Servi...
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Once you delete this first form, you can enter the second form, if it will be taxable. If all of it was used on 529 qualified Room and Board and Qualified Education Expenses - Internal Revenue Service, it should not be entered. IRS Publication 970, Tax Benefits for Education states: Page 45: Don't report tax-free distributions (including qualifying rollovers) on your tax return.
April 13, 2025
9:17 AM
@Grahamzack If your only income is wages that would have reported on your 2024 Federal Tax Return Form 1040 on Line 1a. Then your Total Income on Form 1040 on Line 9 would be the same. And your Adj...
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@Grahamzack If your only income is wages that would have reported on your 2024 Federal Tax Return Form 1040 on Line 1a. Then your Total Income on Form 1040 on Line 9 would be the same. And your Adjusted Gross Income on Line 11 would also be the same.
Please verify by looking at the Form 1040
Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
April 13, 2025
9:17 AM
Form VEC-B-14 is used to request a physician's certificate of health in Virginia.
Do you have income to report on a 2024 Federal income tax return?
If so, retain a copy of the VEC-B-14 wi...
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Form VEC-B-14 is used to request a physician's certificate of health in Virginia.
Do you have income to report on a 2024 Federal income tax return?
If so, retain a copy of the VEC-B-14 with your income tax records should a tax authority have a question at a later time.