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April 15, 2025
12:07 AM
How do I get rid of this?
April 15, 2025
12:06 AM
What do you see at the IRS "Where's My Refund" tool when you choose tax year 2023, your filing status, SSN, and Federal refund amount from your 2023 Form 1040, Line 35a? IRS Where's My Refund? h...
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What do you see at the IRS "Where's My Refund" tool when you choose tax year 2023, your filing status, SSN, and Federal refund amount from your 2023 Form 1040, Line 35a? IRS Where's My Refund? https://www.irs.gov/wheres-my-refund If the IRS WMR tool doesn't find your info, then try this: Was your 2023 return prepared in Online TurboTax? If so, log in to the same account you used for the 2023 return, and go to the Tax Home and scroll down to "Your Tax Returns & Documents." Choose 2023. What status is shown for the 2023 return--accepted, rejected, printed, started, ready to mail, or what?
April 15, 2025
12:05 AM
Why was extension rejected
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April 14, 2025
11:58 PM
I have a total of 5 W2s (or 3 pages of the same W2): Federal NJ State PA State NJ State Local (PA) I try to put 2 NJs in under the same W2 in turbotax but it says I only should have 1 for ...
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I have a total of 5 W2s (or 3 pages of the same W2): Federal NJ State PA State NJ State Local (PA) I try to put 2 NJs in under the same W2 in turbotax but it says I only should have 1 for each state. I'm even more confused because the NJ+PA+NJ don't add up to the federal. It's off by about 1800. Federal: ~52000 NJ: ~35000 PA: ~15000 NJ: ~3000 Do I add the NJs into one? Do two separate W2s? We moved from NJ to PA and likewise moved jobs from NJ to PA.
April 14, 2025
11:57 PM
IS THIS CORRECT
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April 14, 2025
11:56 PM
Have you already retrieved and installed your TurboTax product you purchased at Costco? If so, see if you can use the method in this FAQ to move from Online TurboTax to desktop software. One impor...
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Have you already retrieved and installed your TurboTax product you purchased at Costco? If so, see if you can use the method in this FAQ to move from Online TurboTax to desktop software. One important point in the FAQ is that if your data from Online also includes a state return, you need to install the state software into your desktop product before doing the switch, or you can get an error message. FAQ: How do I switch from TurboTax Online to desktop TurboTax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/switch-turbotax-online-turbotax-cd-download/L8oxEJNu5_US_en_US
April 14, 2025
11:54 PM
April 14, 2025
11:54 PM
you need the k-1 issued by the partnership for your 50% share. the return was originally due 3/15/2025 so ask your partner where your k-1 is.
April 14, 2025
11:53 PM
Thank you!! I'm tech impaired and really didn't want to wake up me "IT guy" husband again! I was able to follow your steps and fix the problem! 🤩👍
April 14, 2025
11:53 PM
I put in correct info. But it saying to review and correct. Want to add copies of my two 1095-A , but will not let me
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April 14, 2025
11:51 PM
I overfunded my IRA in 2022, withdrew the excess contributions and had them withhold the taxes on the earnings. This all happened within 2022, so I received a 2022 1099-R showing distribution code 8J...
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I overfunded my IRA in 2022, withdrew the excess contributions and had them withhold the taxes on the earnings. This all happened within 2022, so I received a 2022 1099-R showing distribution code 8J, which I entered into TurboTax when filing my 2022 taxes. During the course of preparing my 2024 taxes I noticed that it still has a form 5329 and on line 18 it looks like it carried forward from 2022-->2023 and then 2023-->2024 my excess contribution amount, even though it was withdrawn within the same year it was deposited. How can I correct this?
April 14, 2025
11:50 PM
It keeps saying box 18 I reviewed several times and it’s not letting me put any information in the box. I have deleted and started over several times and I can’t figure it out.
April 14, 2025
11:50 PM
the proration is 500/830 which is the 60% however, if you been paying down the principal you deduction could actually be 500 divided by the average balance for the year.
April 14, 2025
11:47 PM
the contributions should be code 12W on your w-2 which carries automatically to form 8889 line 9. issues that can cause problems is not be covered by a HDHP for every month or entering the contribut...
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the contributions should be code 12W on your w-2 which carries automatically to form 8889 line 9. issues that can cause problems is not be covered by a HDHP for every month or entering the contributions, so they appear on line 2 of the tax form. this would result in doubling your contributions. also being covered by Medicare disqualifies a pro-rata contribution for the part of the year you're covered
April 14, 2025
11:45 PM
Thx for the fast reply, on Apr 14 nearing midnight west coast, no less, one day to go. Yeah changing it to zero was obviously just an edge case to see how the thing was working. I forgot about how (...
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Thx for the fast reply, on Apr 14 nearing midnight west coast, no less, one day to go. Yeah changing it to zero was obviously just an edge case to see how the thing was working. I forgot about how (of course) the MFS would split-allocate principal balance and therefore the interest so that mostly explains. Though, now here's what's weird, it seems to be "giving" me about 60% (not 50%) of the mortgage interest. ($16K of $26.7K) when I look at the interest on Sched A vs the interest worksheet. (Sounds like I'll be buying audit defense.)
April 14, 2025
11:44 PM
More info is needed. TurboTax has 2 products with "Premium" in the name. I'll ask some questions to see which one you mean. Are you using Online TurboTax? If so, are you using the Premium E...
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More info is needed. TurboTax has 2 products with "Premium" in the name. I'll ask some questions to see which one you mean. Are you using Online TurboTax? If so, are you using the Premium Edition to prepare your taxes, and are you trying to downgrade to Deluxe? Or are you referring to Premium Services bundle, which is an extra $45 fee California filers can encounter when they try to pay their product fees out of the Federal refund? If so, we can tell you how to remove that and pay upfront by credit/debit card.
April 14, 2025
11:42 PM
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April 14, 2025
11:42 PM
can you please help me export my .tax2024 file or transfer my tax return to the desktop version?
April 14, 2025
11:42 PM
shareholder distributions are not taxable income unless they exceed your tax basis in the S-corp. however, you do need to complete form 7203