turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

reduced reported social security amounts by 50%
Amending CA tax return only
Apply after the return is accepted and processed— usually 3 weeks if efiled, longer if mailed. An accompanying letter is not necessary and probably won’t be read. 
You can, A. Get another copy of your W-2.   B. If your employer filed a W-2, you can get a record from the IRS. Request a Wage and Income Transcript online.  https://www.irs.gov/individuals/get... See more...
You can, A. Get another copy of your W-2.   B. If your employer filed a W-2, you can get a record from the IRS. Request a Wage and Income Transcript online.  https://www.irs.gov/individuals/get-transcript   C. If your employer did not file a W-2, you can create a "substitute W-2" in the tax program.  You should not do this unless you have proof that your employer did not file a W-2 (like, you send them an email and they tell you no, save that proof.)  If this is what you need to do, we can try and help you, but it is not recommended, and you need proof that you tried to get your W-2 first, and it will delay any refund you try to claim while the IRS investigates.   D. If you are not getting your W-2 because your employer wants to treat you as a self-employed independent contractor and you think you should be treated as an employee, that is a different problem altogether.  You need to file a form SS-8 and the IRS will investigate and determine if you are an employee or contractor.   Then, you file form 8919 as part of your tax return to report your wages and pay social security and medicare tax.  This is also something you should only do if you really believe you are wrongly classified and you are prepared to go through an investigation. 
Why are you trying to override a calculation on a TurboTax form or schedule?  Why cannot you make changes in the interview section of the program?
We cannot tell whether you are using online software or desktop download software.  If you are using online, you do not have forms mode and cannot override anything.  All of your entries must be made... See more...
We cannot tell whether you are using online software or desktop download software.  If you are using online, you do not have forms mode and cannot override anything.  All of your entries must be made via the interview screens.   If you are using desktop software, you can make entries using forms mode but you should understand that overriding the entries made via the interview screens will void the accuracy guarantee.
When does my son apply for the payment plan? After the IRS contacts him about his return? Also, my post mentioned if he should include a letter with the return??
https://www.irs.gov/wheres-my-refund
If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms.....   Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--20... See more...
If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms.....   Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf   or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf   2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf   2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf   Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf     Don’t forget your state.  And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.   Then when you file for 2024 you need to enter 0 for the 2023 AGI since you are filing 2023 late.
Do not use your paystub to fill out the W2.  You need to use the actual W2.  Your paystub won't match the W2.  There are several items that affect the amounts.  Most people that use the paystub have ... See more...
Do not use your paystub to fill out the W2.  You need to use the actual W2.  Your paystub won't match the W2.  There are several items that affect the amounts.  Most people that use the paystub have to send in an Amended return later.  If you don't have your W2 ask the employer for another copy.
https://www.irs.gov/payments/online-payment-agreement-application
You should be using your W-2 instead of a pay stub.   What have you done to obtain your W-2?     TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or nationa... See more...
You should be using your W-2 instead of a pay stub.   What have you done to obtain your W-2?     TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or national website that provides W-2’s.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   Every 2024 W-2 that you received must be reported on your 2024 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.   ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36       Other ways to get W-2’s:   Pay Social Security $62 per tax year for your W-2’s.:   https://faq.ssa.gov/en-US/Topic/article/KA-02501     https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers/irs-procedures/transcript-or-copy-of-form-w-2/transcript-or-copy-of-form-w-2     You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript     https://turbotax.intuit.com/tax-tips/irs-tax-forms/what-is-a-w-2-form/L6VJbqWl5      
I've amended my son's 2023 tax return. He can't afford to pay the full amount due. Once he mails the amended tax return to the IRS, at what point does he apply for a payment plan on the IRS website? ... See more...
I've amended my son's 2023 tax return. He can't afford to pay the full amount due. Once he mails the amended tax return to the IRS, at what point does he apply for a payment plan on the IRS website? Should he include a letter with the amended return stating he will be applying for a payment plan?  Thank you in advance.