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If you entered it, TurboTax entered it.   If you have a 1095-A and e-file without it, your return will get rejected, so if it gets accepted, it was included.      Also, you should have Form 8962 ... See more...
If you entered it, TurboTax entered it.   If you have a 1095-A and e-file without it, your return will get rejected, so if it gets accepted, it was included.      Also, you should have Form 8962 included with your return if you entered a 1095-A.   The actual 1095-A does not get included, so you won't see it in the copy you save of your tax return.   
Very tragically, my husband, Peter M Kahora died tragically on Feb. 15 after falling during an ice storm resulting  in breaking his death and died 6 days later. We always have filed jointly every yea... See more...
Very tragically, my husband, Peter M Kahora died tragically on Feb. 15 after falling during an ice storm resulting  in breaking his death and died 6 days later. We always have filed jointly every year. However I have turned this house upside out for our 2023 turbo tax filing. I am unable to find the 23 disk and he left no paper trail of that year. Ive completed my taxes with the 2024 turbo tax software, but it was rejected because I am unable to find the 2023 Annual Gross income from 2023. PLEASE help. Janet L. Kahora. Last 4 of my SS is 1536.    
Found the fix , at least for me, hope it helps   In the Form you will see codes like A-101, THE Code Turbo tax software is asking for is the code from that list but without the letter . so A-101 Co... See more...
Found the fix , at least for me, hope it helps   In the Form you will see codes like A-101, THE Code Turbo tax software is asking for is the code from that list but without the letter . so A-101 Code from the sheet Is just " 101 " in the box asking for the code.    I was able to use the same code all 4 or 5 times
It depends on what type of tax payment you are referring to.  If you made an estimated tax payment for 2024 you may be able to get the IRS to apply that payment to 2022.  If you are referring to tax ... See more...
It depends on what type of tax payment you are referring to.  If you made an estimated tax payment for 2024 you may be able to get the IRS to apply that payment to 2022.  If you are referring to tax withholding from your pay, you can't apply that to another year.  If you are a referring to a tax payment you made with your 2024 tax return, probably not. You can always call the IRS and ask.  The way some payments are applied can be changed, others cannot. 
I just finished a 2.5 hour phone conversation with TurboTax representatives. Here is the TL:DR, followed by the finer points. TL:DR - Intuit took payment after I completed my 2023 tax return. I comp... See more...
I just finished a 2.5 hour phone conversation with TurboTax representatives. Here is the TL:DR, followed by the finer points. TL:DR - Intuit took payment after I completed my 2023 tax return. I completed the E-File process. Intuit did not file either my Federal or State tax returns. Half of my documents are missing from the documents section of the website. They constantly tried referencing emails not attached to my TT account, and "couldn't figure out why things didn't seem right" and "We can't figure out how you got to the final payment steps... with documents missing...". I am now facing penalties from the government, and TurboTax/Intuit is absolutely ignoring and gaslighting me with their fleet of shiny emblems they proudly display in every advertisement and on the website centered around "Satisfaction Guaranteed, or your money back!" or "100% accuracy, Guaranteed!". I took screen shots of the final steps of the 2024 return process this year... and even that was glitch. My Federal return was a positive $ amount, and the State return was a small negative $ amount. The "You filed!" page listed both as $0. Bugs. Glitches. At the end of my calm and reasoned phone conversation, when they refused to stand behind their product, I attempted to escalate the call to a supervisor. "Sir, there is no supervisor. There is no escalation." What?! Intuit, I am not happy, I am not satisfied. My business since 2011 with you is a tiny, insignificant blip in your billion dollar industry, but I will not let this drop. I will rattle cages, call support numbers, post in the forums and tell my friends, family and coworkers that Intuit will gladly take your money, year after year, and when it matters they gaslight you into thinking you are the problem. "Obviously, you did something wrong." At one point they said "You must have purchased the software earlier in the season, many people buy it in January when it is on sale." Seconds of silence when I provided the screenshot of the receipt in April of 2024. Take heed, fellow consumers, Intuit does not want to help protect you. They want your $80-$300 and for you to fade into the background. Make this right, Intuit. Prove to a loyal annual customer that you stand behind your product, even when the one in a million bug happens.
what is my residency end date?
If you are referring to a direct debit from your account, as long as you filed your taxes or extension before the due date (April 15, 2025), and scheduled your direct debit, there's nothing to worry ... See more...
If you are referring to a direct debit from your account, as long as you filed your taxes or extension before the due date (April 15, 2025), and scheduled your direct debit, there's nothing to worry about.  the IRS  or your state may not be able to debit your payment until after the deadline, due to high e-filing volume. Also, it can take your bank another few days to post the debit to your account.   Refer to the TurboTax Help article When will my tax payment go through?
Our taxes have been returned twice due to the lack of an IP PIN. Like the idea of this though wish it was a 2-minute video and educated when I bought Turbo Tax.... hint hint Intuit... Generated an PI... See more...
Our taxes have been returned twice due to the lack of an IP PIN. Like the idea of this though wish it was a 2-minute video and educated when I bought Turbo Tax.... hint hint Intuit... Generated an PIN via the IRS website and added it to the worst section in Turbo Tax. Seriously, move it to the profile page with explanation.  Resubmitted, rejected again. Requested wife to do the same in the morning. Open question, do our dependence need them as well? If so, mailing sounds easier. 
No.   Retirement money coming from VA is not "making money" in VA.  Working in VA would be making money in VA.   You do not have to file a VA tax return if you did not live in VA in 2024.  You enter ... See more...
No.   Retirement money coming from VA is not "making money" in VA.  Working in VA would be making money in VA.   You do not have to file a VA tax return if you did not live in VA in 2024.  You enter the 1099R into the federal return and the information will flow to the SC return and be taxed (or not taxed) according to SC tax laws.     To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  
Thanks. With the benefit of the worksheet, I was able to figure this out. Form 1116 Instructions say that you have to adjust foreign qualified dividends by a specific fraction unless you meet criteri... See more...
Thanks. With the benefit of the worksheet, I was able to figure this out. Form 1116 Instructions say that you have to adjust foreign qualified dividends by a specific fraction unless you meet criteria to not adjust or meet adjustment exception. And I guess I didn't meet that criteria.   "How to make adjustments. To adjust your foreign source qualified dividends, multiply your foreign source qualified dividends in each separate category by 0.4054 if the foreign source qualified dividends are taxed at a rate of 15%, and by 0.5405 if they are taxed at a 20% rate. Include the results on line 1a."
You need your 2023 AGI to efile 2024. The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/com... See more...
You need your 2023 AGI to efile 2024. The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2023 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript
Where can I find my 1095-A on my income tax
@MaryK4 I have a similar question. I am a California resident, but have K-1s from properties in Oregon, Montana, and Missouri. How does it work in these states?   And how do we keep track of passiv... See more...
@MaryK4 I have a similar question. I am a California resident, but have K-1s from properties in Oregon, Montana, and Missouri. How does it work in these states?   And how do we keep track of passive losses from previous years for non-resident states?   Also, should I be messing with the "Passive Activity Loss Summary" at all?  
Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. ... See more...
Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.   If you still need assistance, reply back to us.  
The money you paid to the IRS for a previous year’s federal tax return is not deductible, so you do not enter it anywhere on your 2024 federal return.  If you paid taxes due in 2024 to your state or ... See more...
The money you paid to the IRS for a previous year’s federal tax return is not deductible, so you do not enter it anywhere on your 2024 federal return.  If you paid taxes due in 2024 to your state or local government, you can enter that by going to Federal> Deductions and Credits> Estimates and Other Taxes Paid> Other Income Taxes.  You can enter the taxes you paid, but do not include any penalties or interest.   There are several  states that allow you to enter the federal tax you paid on your state return--Alabama, Iowa. Missouri, Montana, and Oregon.  If you are filing in one of these states watch for the deduction when you prepare your state return.  
You can manually enter Contracts and Straddle information in the Investment Income section of TurboTax.   Search for contracts and use the Jump to link.  Or you can find it in the Income List also.  ... See more...
You can manually enter Contracts and Straddle information in the Investment Income section of TurboTax.   Search for contracts and use the Jump to link.  Or you can find it in the Income List also.