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If you are using TurboTax and your return shows a tentative Underpayment Penalty, visit or revisit the Underpayment Penalty section under Other Tax Situations and answer the interview questions rathe... See more...
If you are using TurboTax and your return shows a tentative Underpayment Penalty, visit or revisit the Underpayment Penalty section under Other Tax Situations and answer the interview questions rather than separately filling out Form 2210. The penalty calculation may change based on your answers, including information about when your withholding was applied.    If you made estimated or quarterly tax payments in 2024 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section.   In addition, if you believe you qualify for a waiver of the penalty, you can request a waiver in that section.   The IRS may reduce an underpayment penalty if any of the following apply: You or your spouse (if you file a joint return) retired in the past 2 years after reaching age 62 or became disabled and you had reasonable cause to underpay or pay your estimated tax late. See Waiver of Penalty in Instructions for Form 2210PDF. You had most of your income tax withheld early in the year instead of spreading it equally through the year.  Your income varies during the year. Complete Form 2210, Schedule AI, Annualized Income Installment Method PDF(found within the form). The penalty for underpayment of estimated tax can also be removed to the extent that the underpayment is the result of a casualty, local disaster, or other unusual circumstance such that it would not be fair to impose the penalty.   See here for information about different TurboTax tools you can use to calculate withholding and estimated taxes. See this TurboTax tips article for more information about Form 2210.  
MILITARY DISCOUNT https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp   (There are no military discounts on “Live” versions, the CD/download or on add-on features)   In t... See more...
MILITARY DISCOUNT https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp   (There are no military discounts on “Live” versions, the CD/download or on add-on features)   In the My Info section of the program indicate that you are active military.  You must enter a Military W-2 in the Wages & Income section and after completing the W-2 on the screen labeled Let's check for uncommon situations you will need to check the box Active military duty   When you are at the end of preparing your return you should not be charged,
I get a message that line 14a needs to be entered.  This box is has been automatically entered by the TurboTax program so there's no way to get around this error.  I notive that there has been many e... See more...
I get a message that line 14a needs to be entered.  This box is has been automatically entered by the TurboTax program so there's no way to get around this error.  I notive that there has been many errors with this line of the 2210AI form in the Community for over 3 years.  Anybody at Turbotax listening?
I have the same issue as I signed up for the OS Beta and now have 12.7.6 and new 2024 software will not load - needs version 13 !  Apple told me that my system was to old and would not handle the new... See more...
I have the same issue as I signed up for the OS Beta and now have 12.7.6 and new 2024 software will not load - needs version 13 !  Apple told me that my system was to old and would not handle the new update !  Did you get any help from Intuit for them to come up with an install ?  Thinking on changing to another software if they are doing crap like this.  I have been doing TurboTax for over 15 years, this is BS !
The problem is when I get to the step 8 of your instruction, the only thing I am presented with is to enter the info for 2023. How do I enter it for 2024?  And this is after I deleted the 1099-R   ... See more...
The problem is when I get to the step 8 of your instruction, the only thing I am presented with is to enter the info for 2023. How do I enter it for 2024?  And this is after I deleted the 1099-R  
Yes, this is allowed and yes you'll avoid penalties if adequate taxes are paid through your wife's withholding, as long as you continue to file a joint return.
I made sure to check all the boxes that include saying I'm military, and even tried to continue from the payment page, but it insists on having me pay. How do I fix this?
I'm going to have to agree that OP has it right.  I tried to file for an extension on Form 4868 for 2024.  There is no way on TTax to do it electronically.  You have to MAIL it in.  With snail mail, ... See more...
I'm going to have to agree that OP has it right.  I tried to file for an extension on Form 4868 for 2024.  There is no way on TTax to do it electronically.  You have to MAIL it in.  With snail mail, figure on a minimum of 1 week to get there (I'm in Hawaii).  It's just a hassle and one never knows whether the IRS even received the extension request.  It doesn't particularly disturb me that I have to mail it in, because I have pre-figured my taxes and know I will receive a sizable refund.     TTax has an online lure where they claim you can file an extension for free by going to their website.  But once you are informed that you can file for an extension, they want to sell you a TTax program!  This is really ridiculous.
Why can't I upload my PDF versions for 1099/1098?  It is only giving me option to connect online or Tax file imports.    
I need a copy of my 2023 extension. TurboTax was unable to complete my tax return because it didn't have a way to show my state taxes. I never filed the permanent tax. Do you have a copy of the exten... See more...
I need a copy of my 2023 extension. TurboTax was unable to complete my tax return because it didn't have a way to show my state taxes. I never filed the permanent tax. Do you have a copy of the extension?
Does your form have any information on box 15?  If you don't have a state that the withholding is going to, the program isn't allocating it to the state.  
I'm having the same issue, because box 14 doesn't specify, so TurboTax doesn't allow me to continue my tax return without specifying one or another. I work at a private company, but there is also no ... See more...
I'm having the same issue, because box 14 doesn't specify, so TurboTax doesn't allow me to continue my tax return without specifying one or another. I work at a private company, but there is also no place to specify that. It's not "us" getting hung up on it, it's the program hindering us from proceeding. Box 12d has DD and a different sum than box 14. Does that mean that it's partially taxable? what, of so does one enter to be able to proceed the tax return?
It depends. If you purchased the property before 2012, there is no capital gains tax or income. If  purchased in 2012 or later, you will pay tax on the income. AZ does not have a separate capital gai... See more...
It depends. If you purchased the property before 2012, there is no capital gains tax or income. If  purchased in 2012 or later, you will pay tax on the income. AZ does not have a separate capital gains tax rate, it is just income.    Side note for later viewers, AZ changed the laws in 2025 and are effective 2026, all taxable gains irrespective of date acquired. See SB1331 - 571R - Fiscal Note.   You can also claim a credit on your resident state return for the tax paid to AZ. You get credit for the lower state tax on the lowest taxable amount. Each state calculates taxable income differently.  Each state has its own tax rate/ system. You get the lowest of both categories as a tax credit.
Thank you so much for your responses, I really appreciate the help. I'm still not getting the results that I believe is correct. I'll round the numbers for simplicity. Payments made to the universi... See more...
Thank you so much for your responses, I really appreciate the help. I'm still not getting the results that I believe is correct. I'll round the numbers for simplicity. Payments made to the university are on an 1099-Q sent to my student, and being handled separately. The 1099-Q represents a payment to me from the 529 for the value of "prepaid tuition". I expect to pay taxes on the earnings, but not be penalized. 1099-Q distribution of 17,000.  Earnings of 2000, Basis of 15000.    My Schedule 1 Line 8z correctly shows the 2000 as additional income. My Schedule 2 Line 8 incorrectly shows an additional tax of 200. My 5329 Line 5 correctly shows the 2000 as additional income. My 5329 Line 6 incorrectly is blank as the amount not subject to the additional tax.   I'm just not seeing a way to indicate that these earnings are taxable, but not subject to penalty. Unless I manually enter the 2000 onto the Schedule 1 with the same descriptor, and remove the 1099-Q/ 5329 form,  BUT that's feels like I won't be submitting the correct forms. Any thoughts?  
I have the same issue but further along in TT it asks for date when dividends were paid- how do I get that info    Thank you in advance 
Does it matter in a partnership if I file under social or EIN?
What you say is true, but you still have to mail in the form.  They will not submit it for you electronically.