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To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button   Online editions -  On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2024 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

Quick follow up... I did some more looking online and it appears that the MA student loan interest deduction is tied to the Federal one.  I.e., if they cannot take the Federal one, then they can't take the MA one.  I am not 100% certain of this though as they cannot take the Federal deduction since they can be claimed as a dependent by us, but the software knows this and is still allowing the MA deduction for it.  I would think that the software would know (it knew that they couldn't take the Federal student loan interest deduction).  In the end, we're only talking about a $20 difference, so it may not be worth it, but we'd all prefer they don't pay any more in taxes than they have to.

Si estás teniendo dificultades con tu pago es posible que borrar tus archivos temporales te ayude.  Si la memoria caché está llena o dañada, es posible que provoque problemas en TurboTax, así que tienes que borrarla de vez en cuando (es decir, quitar estos archivos temporales).   Sigue las instrucciones dependiendo del navegador que estés utilizando:   Google Chrome Mozilla Firefox Microsoft Edge Si el problema persiste, no dudes en contactarnos de nuevo.    

If you are a resident of WV, but in 2024 you spent less than 30 days in the state, you need to go back to the residency section at the beginning of the WV tax return, and change your West Virginia Residency to  Special Nonresident (Form IT-140).   Next, on Tell Us Your State of Residence, choose Out of State. If that is your situation, your active duty military pay will be exempt from WV tax.      

For Schedule F, Line 29 (see page 9), you can include various taxes paid related to your farming business. Here’s a clear and concise list of the taxes you can deduct: Farmers may report and deduct various taxes paid on Line 29, Schedule F. Some deductible tax obligations include: Real estate and personal property taxes on farm business assets. Social security and Medicare taxes you paid to match what you are required to withhold from farm employees' wages Federal unemployment tax Federal highway use tax. Contributions to a state unemployment insurance fund or disability benefit fund if they're considered taxes under state law.   For more detailed guidance, you can refer to TurboTax’s help article on Schedule F Additionally, the IRS provides instructions for Schedule F, which you can find here

bcv, I sincerely appreciate all of your input on this issue. Thank you very much. I have the paper1099s ready to mail and will be working on the returns later today. I have been contemplating making a call to the pension admin company tomorrow morning as a last shot to see if there is any chance that they will issue corrected 1099-Rs. If by some miracle they agree, I will request an extension. If not, I will proceed with filing. Again, Thank you very much!

Para el año 2023, tendrás que descargar TurboTax Desktop.  Si no los habías empezado , simplemente sigue las instrucciones del programa, pero si ya habías comenzado tu declaración y no la terminaste puedes seguir los pasos siguientes:    Inicia sesión en tu cuenta de TurboTax Selecciona Continuar en la pantalla que muestra tu resumen del año anterior. Tienes que usar la misma cuenta de TurboTax que usaste el año anterior En la segunda pantalla, que muestra productos y precios, desplázate hacia abajo y selecciona Tus declaraciones de impuestos y documentos. Selecciona el año que quieras y, luego, selecciona Descargar/imprimir declaración (PDF). Si el año que estás buscando no está allí, es posible que esté en otra cuenta. Ve aquí para buscar todas tus cuentas. La declaración que estás Regresa al programa de TurboTax Desktop, selecciona Buscar un archivo .tax y busca el archivo de datos tributarios que descargaste en el paso anterior.   Selecciona el archivo y haz clic en Abrir. Ahora puedes terminar de completar tu declaración de impuestos. La declaración del 2023, no es elegible para ser enviada electrónicamente, el programa dará instrucciones de como imprimirla y mandarla.    

@kent-deary wrote: I am using Turbotax Premium...do I need Home and Business to enter a capital loss carry-over?   The TurboTax Premium online edition can be used for the capital loss carryover and to enter any investment sales in 2024.

To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

No, there's no federal carryover credit for purchasing an HVAC system in 2023.  If you have any other energy-efficient purchases that were made in 2024, you may have an opportunity to receive the credit this year, too.     See this article for more: Energy Efficient Home Improvement Credit (EEHIC)