If you did not receive a 1099-R, you should contact the plan administrator and request one. If they do not provide it, you can prepare a substitute 1099-R in TurboTax. Add the form an
Yes, you can return to the California state interview after you complete your nonresident state returns. TurboTax will make the necessary adjustments based on changes to those returns.
Most sta...
See more...
Yes, you can return to the California state interview after you complete your nonresident state returns. TurboTax will make the necessary adjustments based on changes to those returns.
Most states have a section for income that is treated differently. Look for business income, which should include income from Schedule K-1. (I don't have a Montana return to test this.)
Yes, carryovers follow the businesses that generated the losses in prior years. You'll need to adjust the carryovers for each nonresident state to match the source of the losses.
You can click on your "Personal Info" Tab in TurboTax Desktop and select "Continue" and then under "You & Your Family" you can scroll down to your wife and select "Edit" next to her name to change he...
See more...
You can click on your "Personal Info" Tab in TurboTax Desktop and select "Continue" and then under "You & Your Family" you can scroll down to your wife and select "Edit" next to her name to change her information.
You can also:
Click on your "Personal Info" tab.
Click on "Edit" next to your name.
Continue through your screens to "Were you married?" You can select "Widowed"
It will ask what year your spouse passed away. Select "2023".
Next to "Filing Status" under your name on the "Personal Info" tab select "Edit" your screen will say "Review Your Filing Status"
Click the box "Change my filing status" and a drop down menu will appear,
Select "Qualifying surviving spouse"
Go back to the personal info section and select edit next to your name. You will need to walk back through the questions until you get to the one for the household expenses.
We cannot see any of your information; we do not know if you lived or worked in a state with a state income tax. You are posting your question from online Live software---so if you are really using ...
See more...
We cannot see any of your information; we do not know if you lived or worked in a state with a state income tax. You are posting your question from online Live software---so if you are really using that version, get in touch with your "expert" who is familiar with your tax situation.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb
I used Turbo Tax Deluxe online to do my taxes. I usually take the standard deduction on my federal taxes and itemize on my Montana state taxes. This year Turbo Tax did not let me itemize my deducti...
See more...
I used Turbo Tax Deluxe online to do my taxes. I usually take the standard deduction on my federal taxes and itemize on my Montana state taxes. This year Turbo Tax did not let me itemize my deductions on my state taxes. It's like it auto selected the standard deduction because that's what I chose for my federal. I didn't realize this until after I filed and was able to actually download the forms. Turbo Tax has denied there is any problem with their program and is completely unwilling to help. I need to know what the best path is for correcting this error. Although I already paid Turbo Tax they are unwilling to help. I will probably have to pay someone else to fix this, which puts me out even more money. Not a happy customer.
I understand the challenges. The following links will give your contact information for TurboTax.
What's the TurboTax phone number?
How do I contact TurboTax?
How do I file an IRS tax ext...
See more...
I understand the challenges. The following links will give your contact information for TurboTax.
What's the TurboTax phone number?
How do I contact TurboTax?
How do I file an IRS tax extension?
Annette, The % of business use is input in this sheet (both in step-by-step and forms): Yet, the Limit is still showing as Negative. This has got to be an error.....
It is RIDICULOUS that after years, and for a $83 piece of software (p.o.s.) you still have to learn how to make it do simple things. I had some QSBS stock held for well over 5 years, under 1202, b...
See more...
It is RIDICULOUS that after years, and for a $83 piece of software (p.o.s.) you still have to learn how to make it do simple things. I had some QSBS stock held for well over 5 years, under 1202, but if you choose 1202 it asks nothing more, and treats as fully taxable. I had to choose 12045 (sale to purchase qualifying sbs stocks) and say I purchased $0 of new stocks. Then it makes the capital gains $0.
