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April 15, 2025
10:23 AM
My retirement group is not listed
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April 15, 2025
10:23 AM
Wow! @pk Can I PM you with some specific help ?
April 15, 2025
10:23 AM
Go to this IRS website for a payment application - https://www.irs.gov/payments/online-payment-agreement-application
April 15, 2025
10:23 AM
Claimed not climbed
April 15, 2025
10:22 AM
itemizing does NOT mean you will not need any of those schedules. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid ...
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itemizing does NOT mean you will not need any of those schedules. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.
TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
1095A for marketplace health insurance
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Remove Premium Services
Remove MAX Defend & Restore
Remove a state
Remove PLUS Help & Support
Remove Pay With Your Refund
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
Or—if you live in certain states you may be eligible to use the new IRS Direct File
In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.
https://directfile.irs.gov/
https://home.treasury.gov/news/press-releases/jy2629
April 15, 2025
10:22 AM
It sounds like you may have added a form not covered in the Free Edition when you fixed your reject.
When using TurboTax Online, the version of the program you need is based on the forms requir...
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It sounds like you may have added a form not covered in the Free Edition when you fixed your reject.
When using TurboTax Online, the version of the program you need is based on the forms required for your tax return.
Please go here for a comparison of the TurboTax Online Products and what forms are included with each: TurboTax Online Product Comparison
April 15, 2025
10:22 AM
Yes, TurboTax Online will prepare a California return with itemized deductions. However, the itemized deductions need to be entered in the Federal return first. Then, when you prepare California, the...
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Yes, TurboTax Online will prepare a California return with itemized deductions. However, the itemized deductions need to be entered in the Federal return first. Then, when you prepare California, the information from the Federal return will flow through to the California return and you will only need to enter adjustments for items that are different for California.
In many cases, under the current law, taxpayers may be able to itemize for California when they didn't have enough to exceed the standard deduction on the Federal return.
California Schedule CA shows the differences between the Federal and California returns. There is not a separate California Schedule A, just differences shown on Schedule CA between Federal and California.
April 15, 2025
10:21 AM
1 Cheer
TurboTax will calculate automatically only if you’re at risk for an underpayment penalty next year. You can manually review the section, if you'd like to run estimates for 2025. You may need to choos...
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TurboTax will calculate automatically only if you’re at risk for an underpayment penalty next year. You can manually review the section, if you'd like to run estimates for 2025. You may need to choose Amend or Add a State to get back into your return. Then, follow these steps: How do I print estimated tax vouchers?
April 15, 2025
10:21 AM
Topics:
April 15, 2025
10:21 AM
Why i don't qualify for free edition
Topics:
April 15, 2025
10:20 AM
In TurboTax Online, file an extension by following these steps:
View the entries down the left side of the screen at Tax Tools.
Select Tools.
Select File an extension.
In addition,...
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In TurboTax Online, file an extension by following these steps:
View the entries down the left side of the screen at Tax Tools.
Select Tools.
Select File an extension.
In addition, Free Federal tax extension is available here.
Extension for personal state income taxes here.
An extension does not give you more time to pay, it is only an extension of time to file.
April 15, 2025
10:20 AM
i keep hitting Confirm payment but nothing happens?
Topics:
April 15, 2025
10:20 AM
No. The PAL is allowed only against passive income from your rental and will be used when your property is sold. It's very important to track all of your rental activity because you will need it when...
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No. The PAL is allowed only against passive income from your rental and will be used when your property is sold. It's very important to track all of your rental activity because you will need it when you sell if you hope to reduce gain.
I would advise to continue to add this to your tax return in the rental section until you sell the property. The information below will show you how to add it to your tax return each year.
Open your TurboTax Online or TurboTax Desktop return and go to your rental property > Select Edit beside it and review the Property Profile.
When you are on the screen 'Do any of these situations apply to this property?' (Property Profile section), be sure to check the box under Carryovers or the box beside 'I have passive activity real estate losses carried over from a prior year.'
@Ken20251
April 15, 2025
10:20 AM
1 Cheer
You can look at Line 31 of your Missouri MO-1040. If you claimed the credit it would be included there.
April 15, 2025
10:20 AM
You have to print it, fill it out, and mail it to the IRS - the address is in the instructions. Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, fees, a...
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You have to print it, fill it out, and mail it to the IRS - the address is in the instructions. Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, fees, and additions to tax.
Form 843 PDF
Instructions for Form 843
April 15, 2025
10:19 AM
The Federal ID number is a Taxpayer Identification number (TIN), so you will be OK.
April 15, 2025
10:19 AM
I can’t pay for it
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April 15, 2025
10:19 AM
Companies change EIN numbers but the investment holding period did not change. If your paperwork shows it was a long term investment, that is what you should use.
April 15, 2025
10:19 AM
As long as you didn't officially file your return, Turbotax customer support will likely be able to help you get a refund if you paid for the e-file. Call their 800 number and they will send you a l...
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As long as you didn't officially file your return, Turbotax customer support will likely be able to help you get a refund if you paid for the e-file. Call their 800 number and they will send you a link to process a refund using the Order Confirmation for your purchase.
April 15, 2025
10:19 AM
If you need help accessing your account, see this FAQ: Access your TurboTax Account