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When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.

You can select Pay on the IRS website to get the extension e-filed.   An extension gives you until October 15, 2025 to file your taxes instead of the tax deadline of April 15, 2025.   An extension does not give you extra time to pay your taxes, which are due on April 15, 2025. Even if you can't pay your taxes by the deadline, file an extension anyway so you can avoid the late-filing penalty.  

MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2024—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses     2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)

To see your fees, click on Tax Tools on the left side of the screen. Then click on Tools. You will see My Fees in the center of the screen.    If you want to downgrade, this FAQ will tell you how: How do I downgrade to a different TurboTax Online product?   You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.   If not using Live you can follow these steps:   Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products. Select Downgrade.

I have a workaround thought - you could change the w2 SC tax withheld to a lower number on the w2 and then enter the remainder as other tax payments to SC. The IRS has the w2 with the correct amount for the totals to match up and the program will behave. You can enter other tax payments made:   federal tax deductions section   Estimates and Other Taxes Paid.  Select Other Income Taxes.  Select withholding not already entered.  Enter the state and amount.  

You need to enter that as a substitute Form 1099-R in TurboTax.   To enter a substitute form 1099-R in Turbo Tax Online follow these instructions:   Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R) Choose Add (Another) 1099-R Choose I'll type it in myself Choose the source of your 1099-R form Enter your pension income into the Form 1099-R entry screens When you come to the screen that says Do any of these situations apply to you? Check the box that says I need to file a substitute 1099-R and follow the instructions        

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.    Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.   If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:     @Luna_Tax 

It depends. The land may not be eligible for the 1031 exchange if it is not being used for business. Double check this with your intermediary and in the meantime the details are shown in the links.   Qualified Intermediary: The identification must be in writing, signed by you and delivered to a person involved in the exchange like the seller of the replacement property or the qualified intermediary.  However, notice to your attorney, real estate agent, accountant or similar persons acting as your agent is not sufficient.  Where do you enter a like-kind  or Section 1031 exchange? IRS Fact Sheet for Section 1031 Exchange (will show the qualifying property) IRS Instructions for Form 8824 Boot: Any property or money you might have received that is unlike property in the exchange would be immediately subject to capital gains tax.   Depreciation Rules: The basic concept of a 1031 exchange is that the basis of your Old Property rolls over to your New Property. In other words, if you sold your Old Property for $100,000, and bought your New Property for the same, your basis on the New Property would be the same. It makes sense then that your depreciation schedule would be exactly the same, and does not change! In other words, you continue your depreciation calculations as if you still own the Old Property (your acquisition date, cost, previous depreciation taken, and remaining un-depreciated basis remain the same).   Buy Up:  If you 'buy up' in your exchange (your New Property cost more than you sold your Old Property), the answer is easy – you treat the buy up part as you would a new addition to an existing property. In other words, you treat the amount of the buy-up the same as you would the cost of construction, for example, of a garage added to an existing house – the cost is the amount of the buy-up; the date you start depreciating it is the date you purchased the new property; and the depreciation method you use is the method most appropriate for that type of property in the year you bought the New Property (regardless of the method you used for the original house). If you think of it this way, then it's easy, even if your property is a large office building or a more complex purchase.