All Posts
April 23, 2025
8:21 AM
First, figure out how many days total that you worked as a contractor. Then how many days in Georgia. Get the Georgia percentage and multiply it by the total amount earned.
You aren't requi...
See more...
First, figure out how many days total that you worked as a contractor. Then how many days in Georgia. Get the Georgia percentage and multiply it by the total amount earned.
You aren't required to file a Georgia return if your total income received from Georgia sources is not greater than the lesser of 5% of your total income or $5000.
@tsxs2326
April 23, 2025
8:20 AM
Are you able to see your transactions for your credit union bank account? Do your credit card transactions typically appear on the list of bank transactions? It's possible the credit union is blockin...
See more...
Are you able to see your transactions for your credit union bank account? Do your credit card transactions typically appear on the list of bank transactions? It's possible the credit union is blocking access for TurboTax to link to the credit card transactions.
You can check your linked accounts by logging into your TurboTax account, go to Documents in the left column and choose Linked Accounts.
April 23, 2025
8:20 AM
Your return was not e-filed due to a timing issue or a processing error. Your tax return does not need to be modified, it just needs to be e-filed again. Re-open your tax file, review it for errors, ...
See more...
Your return was not e-filed due to a timing issue or a processing error. Your tax return does not need to be modified, it just needs to be e-filed again. Re-open your tax file, review it for errors, and resubmit the return for electronic filing. If the reject continues you will need to print and file your return by mail.
Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax. You can try these steps if you are using the online version:
Clearing your Cache and Cookies
Using a different browser
Opening an Incognito Window
Please reach out again if your problem persists.
April 23, 2025
8:19 AM
Thanks Vanessa. Do you know if there is a way to look up what NYS has for this W2 so I can see if I'm able to match it up?
April 23, 2025
8:16 AM
Sorry - correction - Turbo Tax Premier - Desktop
April 23, 2025
8:14 AM
Hi. My CPA told me that he encountered an error when filing my Solo 401(k) contributions on my tax return. We planned to report $26,000 in voluntary after‑tax contributions and $8,000 in employer Rot...
See more...
Hi. My CPA told me that he encountered an error when filing my Solo 401(k) contributions on my tax return. We planned to report $26,000 in voluntary after‑tax contributions and $8,000 in employer Roth contributions, but the $8,000 employer contribution wasn’t reported in Box 5b of Form 1040 due to the error. I’ve attached a screenshot of our initial report and form 1099R. Does anyone see what might have caused the error? Thanks for your help!
April 23, 2025
8:12 AM
Answers to your questions below: - Did you go through the "Foreign Earned Income and Exclusion" topic in TurboTax after you completed the Schedule C? <Answer> Yes, I did You have to go th...
See more...
Answers to your questions below: - Did you go through the "Foreign Earned Income and Exclusion" topic in TurboTax after you completed the Schedule C? <Answer> Yes, I did You have to go through that topic in order to exclude the foreign earned income. The exclusion will appear on Schedule 1 line 8d. Did you look at Schedule 1 to see if the exclusion is there? <Answer> I did not. I will look at it again. What was clear is that the exclusion did NOT bring down the taxes after I entered it. Are you using TurboTax Online or the desktop TurboTax software? Which edition are you using (Basic, Deluxe, etc.)? <Answer> TurboTax Basic Desktop - Mac version Note: I have been using TurboTax for 20+ years. The past few, as I moved out of the US, I've been filing exactly the same way. This year, the software is NOT reducing the tax I owe. For some reason, it is forcing me to pay taxes as if I was living in the US. Thank you
April 23, 2025
8:10 AM
@MaryK4 You may be resting from recently ended tax season, but if not, can you take a look at my questions and advise before I submit the amended?
April 23, 2025
8:10 AM
Thank you so much for your valuable advice! Yes- the ENTIRE balance of the Roth IRA at Brokerage B was transferred to a previously empty Roth IRA at brokerage A. That $7,000 contribution in Janu...
See more...
Thank you so much for your valuable advice! Yes- the ENTIRE balance of the Roth IRA at Brokerage B was transferred to a previously empty Roth IRA at brokerage A. That $7,000 contribution in January 2024 was for 2024 and meant for recharacterization now. I did file extension for 2024 tax return. I contributed $7000 in Jan 2024 for that needs to be recharacterized now, and I also contributed $7000 in Jan 2025 that is meant for 2025 and do not wish to recharacterize this. Question: I wonder if the AOB is $12,000 + $7,000 + $7,000 = $26,000 is fair because the contribution $7000 in Jan 2025 were not part of the balance when the 2024 contribution started growing. Should we exclude the 2025 contribution's impact? My account now has 2 contributions (2024, 2025) and I just want to recharacterize the 2024 contribution, is the following correct? NIA=C×[(A−B)/B] Where: C = Amount of the contribution I want to recharacterize ($7,000 for 2024) A = Current value of the entire Roth IRA at recharacterization time B = Value of the Roth IRA when the 2024 contribution was made, including that contribution Since I don't want to recharacterize the 2025 contribution, should I adjust both A and B to exclude: The 2025 contribution amount ($7,000) Any earnings or losses associated with that 2025 contribution So my adjusted values would be: Adjusted A = $26,604 - $7,000 - (any earnings on 2025 contribution) Adjusted B = $12,000 + $7,000 = $19,000
April 23, 2025
8:05 AM
This credit card is linked to my ENT credit union account, but doesn't show up after I login to ENT.
April 23, 2025
8:04 AM
The 2nd original return will be erased by this one. You should include the refund that was received on the second return in the amount already received on line 18 of the 1040X. That will subtract i...
See more...
The 2nd original return will be erased by this one. You should include the refund that was received on the second return in the amount already received on line 18 of the 1040X. That will subtract it from the new refund amount since you already got it.
@Zimers
April 23, 2025
8:04 AM
TT final check says additional address information is required for 1099-R, but all proper information is already properly entered. Also, with multiple 1099-Rs, have no idea which one is problematic....
See more...
TT final check says additional address information is required for 1099-R, but all proper information is already properly entered. Also, with multiple 1099-Rs, have no idea which one is problematic. Can I override?
April 23, 2025
7:57 AM
You can import at being of process. Can you update the previous year data once you are doing the current year.
Topics:
April 23, 2025
7:56 AM
For this purpose, it is not much of a distinction for my purposes. Even worse, perhaps. If they're a vendor, just give them orders to stop doing this or stop doing business with them. Since they are...
See more...
For this purpose, it is not much of a distinction for my purposes. Even worse, perhaps. If they're a vendor, just give them orders to stop doing this or stop doing business with them. Since they are making it look like TurboTax is doing this.
April 23, 2025
7:50 AM
You should contact the company that issued the form and get the correct number from them. If the original form was issued with the incorrect number, you should also request for them to correct the f...
See more...
You should contact the company that issued the form and get the correct number from them. If the original form was issued with the incorrect number, you should also request for them to correct the form.
@unique1911
April 23, 2025
7:45 AM
Your state rejected due to the year, owner(s), owner type, property address, assessed land and improvement value and acres (when more than one) must be provided. If entries are from a personal proper...
See more...
Your state rejected due to the year, owner(s), owner type, property address, assessed land and improvement value and acres (when more than one) must be provided. If entries are from a personal property tax bill with no assessed land value, the land value may be zero but Homestead Note #14 must be checked.
Please review the reason for the reject. If necessary, make the appropriate change and re-submit this return electronically. However, if the reject continues, you may want to file this return via U.S. Mail. To file your state return, print it and mail to the appropriate taxing authority.
April 23, 2025
7:39 AM
I just received one through the Cross River bank as well and no place will cash mine either. Did you eventually get it cashed? Did the IRS sent you a new check?
April 23, 2025
7:36 AM
Hello, did you eventually get it cashed? Or did you get one from the IRS? I just received one and no place will cash mine either. I’m at a loss and need help to figure it out. Thank you
April 23, 2025
7:26 AM
How can I change when I pay my turbotax fees or how much?
April 23, 2025
7:17 AM
want to talk to a person
Topics: