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I participated in 457B plan  thru a prior employer.  8 years ago, after retiring, a qualifying event,  I took one $75,000 distribution. It was drawn over 3 successive years at $30,000, $22,500, $22,5... See more...
I participated in 457B plan  thru a prior employer.  8 years ago, after retiring, a qualifying event,  I took one $75,000 distribution. It was drawn over 3 successive years at $30,000, $22,500, $22,500. The balance of the 457b was then directly rolled over into an IRA account opened with Fidelity.  Fidelity was also the custodian of the 457b .  So the 457b became a Rollover IIRA .  Since then additional sources of qualified pre-tax revenue has been added to this same account.  This year, the 2024 tax year, 8 years later, I am performing a 4th successive partial ROTH conversion, $50,000, from that IRA account.  When I characterize the originating account as an IRA, in Turbo Tax Michigan, I receive a $1500 state refund (I am employed and pay state tax thru payroll.). When I characterize the account as a 457b the tax software indicates $500 of state tax is owed. BTW I am 64.5 years old.  Which way is the proper manner to enter the pre-tax account type from where the Roth conversion funds are coming out.   Should it be characterized, as a 457b or an IRA?
I know how much I made but do not know their EIN, the company is not available to answer my calls
You should only be prompted if your situation applies; however, you can review any credits shown on your Colorado Form 104, Lines 13-17.     This form is filed separately at the CO Dept. of Reven... See more...
You should only be prompted if your situation applies; however, you can review any credits shown on your Colorado Form 104, Lines 13-17.     This form is filed separately at the CO Dept. of Revenue site.  Here's more info on Form DR-1778.   If you're using TurboTax Online, clear your Cache and Cookies and step through the CO interview again.    @tonythan303 
If you have already filed your taxes, you will have to set up installment payments directly with the IRS.  You can apply for a payment plan (Form 9465) at the IRS Payment Plans and Installment Agreem... See more...
If you have already filed your taxes, you will have to set up installment payments directly with the IRS.  You can apply for a payment plan (Form 9465) at the IRS Payment Plans and Installment Agreements website.   Click here to Apply online for a payment plan   Your specific tax situation determines which payment options are available to you. Payment options include full payment, a short-term payment plan or a long-term payment plan   The IRS does charge a user fee for setting up or reinstating an installment agreement.   Entering into an installment agreement can provide you with peace of mind that the IRS will not pursue any of the harshest collection methods at its disposal, but interest and penalty charges will continue to accrue on your unpaid tax balances     Click here for "Facts about IRS Payment Plans"
You normally use the address you can receive mail at, which is usually where you live. However if for some reason you do not want to receive mail at your Columbus address, for instance you are only... See more...
You normally use the address you can receive mail at, which is usually where you live. However if for some reason you do not want to receive mail at your Columbus address, for instance you are only living there temporarily and will move back to Canton then you would use that one.
No, you can't claim a federal tax levy on your taxes.  This is simply payment due for past balances, which is not a deduction. If it was a state levy, you may be able to add the amount paid to you... See more...
No, you can't claim a federal tax levy on your taxes.  This is simply payment due for past balances, which is not a deduction. If it was a state levy, you may be able to add the amount paid to your itemized deductions.  
Yes, you can. The extension just extends the time for which your tax return is due. To file an extension for 2024.    An extension gives you until October 15 to file your federal tax return. To a... See more...
Yes, you can. The extension just extends the time for which your tax return is due. To file an extension for 2024.    An extension gives you until October 15 to file your federal tax return. To avoid penalties, you can file the extension and pay any balance due by the April 15 deadline. The extension is only for filing your tax return.   If you are using a desktop version of TurboTax you can file an extension for your tax return using the instructions in this link: How do I file an IRS tax extension?    If you   used TurboTax Online, to apply for an extension in your TurboTax program, you can do the following: Click on the search icon in the upper right of your TurboTax screen Type "extend" in your search box Click on the link "Jump to extend" Your screen will say "Applying for an Extension" Answer "Yes" to the question "program," Select "Continue" Follow the TurboTax screens and answer all of the follow-up questions   Your TurboTax screen will look something like this:         You can click this link federal tax extension to start an extension.   Click here for How to File a Tax Extension: A Step-By-Step Guide
Thank You for sharing that there's no credit for financial support. ugh. Yes; I know about the SSN + ITIN too 🙂 My wife will be entering our country next month; presently I'm awaiting for her Gree... See more...
Thank You for sharing that there's no credit for financial support. ugh. Yes; I know about the SSN + ITIN too 🙂 My wife will be entering our country next month; presently I'm awaiting for her Green Card + SSN 🙂 Once she arrives; I will start the Visa process for my step-son. Mahalo to All! 🙂
You can delete it.   If you have trouble finding the form name - reply back with the state you are filing a return for.     How to delete forms in TurboTax Online   How to delete forms in Tur... See more...
You can delete it.   If you have trouble finding the form name - reply back with the state you are filing a return for.     How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop
These instructions don't help for those of us with the Desktop software who are having the same issue of NO summary sheet or mailing instructions. 
I followed those instructions but the software would not allow me to complete a SD-100 form. I was on the phone for over 2.5 hours with support and they were not able to help me. I think there is a g... See more...
I followed those instructions but the software would not allow me to complete a SD-100 form. I was on the phone for over 2.5 hours with support and they were not able to help me. I think there is a glitch in the software. 
In the drop down of states Nevada isn't listed
These instructions don't help for those of us with the Desktop software who are having the same issue of NO summary sheet or mailing instructions.  Where is the "No Thanks" button?
Yes, any college student with qualified college expense according to Pub 10-W: FAQs - New York State College Tuition Credit and Itemized Deductions.
I e-filed the state return but it didn't charge me what I owe on my credit card any idea why?
Use the instructions here >>.  How do I edit or delete the sale of a business property I've already entered (Form 4797)?