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May 2, 2025
7:20 AM
The problem stems from what appear to be several errors you have made on your tax return. "In TTax it is entered under "Tax withholding that you haven't entered yet"" As baldietax said, estim...
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The problem stems from what appear to be several errors you have made on your tax return. "In TTax it is entered under "Tax withholding that you haven't entered yet"" As baldietax said, estimated tax payments are not tax withholding. They must be entered as estimated tax payments, not tax withholding. TurboTax has a separate page for that. "The mutual fund company did not give me any tax forms for these transactions." Also as baldietax said, the company is required to issue a Form 1099-R for any Roth conversions. If you received no such forms, you'll need to investigate that with the company. If the conversions made in 2024 were not reported to you or the IRS on one or more Forms 1099-R, the IRS will not be aware of this taxable income and will reject the payment of any the taxes for taxable income that is not present on your tax return. If the company did issue a Form 1099-R, the IRS should have received it from the company, would have detected the underreporting of income on your tax return, and likely would not repeatedly return the estimated tax payment. baldietax also addressed the issue that, unlike the default treatment for tax withholding, estimated tax payments are credited when actually paid. Because, by default, income is treated as received evenly throughout the year, if your Roth conversions and estimated tax payments were made late in the year and you do not qualify for one of the safe harbors, you'll likely need to annualize income on Schedule AI of Form 2210 to avoid underpayment penalties for earlier tax quarters.
May 2, 2025
7:15 AM
The state tax return will be included in the PDF download. It is located directly below the federal tax return's forms, schedules and worksheets.
To access your current or prior year online ta...
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The state tax return will be included in the PDF download. It is located directly below the federal tax return's forms, schedules and worksheets.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2024 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
May 2, 2025
7:14 AM
To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bo...
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To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download/print return (PDF)
As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).
This will take you back in to the 2024 online tax return.
Click on Tax Tools on the left side of the online program screen. Find the Print Center and choose the year you want to print. If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.
In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:
Sign in to TurboTax
Scroll down to Your Tax Returns & Documents
Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center)
From the left panel Select Tax Tools, scroll down a little and select Print Center
Select Print, save or preview this year's return
Select the 2024 Federal and/or State return box
Choose to Include TurboTax and government worksheets
Select View or Print Forms
May 2, 2025
7:13 AM
Yes, probably.
Here is how you find your 2023 return: Find 2023 Return
If you need help accessing your account, see this FAQ: Access your TurboTax Account
May 2, 2025
7:12 AM
It's automatic. Assumedly you will let them know by claiming the foreign earned income credit. But if you aren't claiming that then you can file form 8854 to let the IRS know that you are an expatr...
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It's automatic. Assumedly you will let them know by claiming the foreign earned income credit. But if you aren't claiming that then you can file form 8854 to let the IRS know that you are an expatriate. You can file it with your return although TurboTax does not support that form so you have to print and mail your return in order to use it.
@tbernard1958
May 2, 2025
7:08 AM
I have 3 accounts but one I cannot access
Topics:
May 2, 2025
7:01 AM
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
When you sign onto your o...
See more...
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2024 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
May 2, 2025
6:53 AM
I just switched from a CPA to Turbotax for my 2024 return. How do I download a copy of the Federal Asset Report for my rental property? My CPA provided a copy each year with the return document. ...
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I just switched from a CPA to Turbotax for my 2024 return. How do I download a copy of the Federal Asset Report for my rental property? My CPA provided a copy each year with the return document. The Turbotax PDF return did not contain a copy and I cannot locate it online under "My Documents," which only allows me to download another copy of the tax return, or to upload files. If the Federal Asset Report is contained in the .tax file, please advise how to open it. Thanks.
May 2, 2025
6:47 AM
How do I get the extra two months to file because I am living overseas?
Topics:
May 2, 2025
6:30 AM
Me dicen que haga una enmienda pero no deberían poder resolverlo ellos? No se si me quieren estafar
Topics:
May 2, 2025
6:27 AM
Because an FSA can be used to pay for the expenses of a spouse, it counts as "other coverage" that disqualifies you from making contributions to an HSA, even if you say you won't use the FSA money fo...
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Because an FSA can be used to pay for the expenses of a spouse, it counts as "other coverage" that disqualifies you from making contributions to an HSA, even if you say you won't use the FSA money for your own expenses. This is true even if your spouse removes you from the insurance coverage, the FSA can still be used to pay for a spouse's expenses.
If the "qualifying life event" would allow your spouse to drop the FSA entirely, then you could make contributions to an HSA. Or your spouse could change to a "limited purpose" FSA or a "post-deductible" FSA instead of a regular FSA (if the employer allows). Those topics are described in more detail in publication 969.
https://www.irs.gov/forms-pubs/about-publication-969
May 2, 2025
6:24 AM
Yes----child #2 is the prime suspect. It is also possible that someone else typed in a wrong SSN on a return and that resulted in the duplicate use of the child's SSN. If your child did not file ...
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Yes----child #2 is the prime suspect. It is also possible that someone else typed in a wrong SSN on a return and that resulted in the duplicate use of the child's SSN. If your child did not file a tax return then there is nothing to amend. You just need to file your own return claiming the child by mail, or get an IP PIN.
May 2, 2025
6:20 AM
Thank you. Just to clarify if my return has 4 individuals included: myself, spouse (filing jointly) and two children, the "02" would be child #2?
May 2, 2025
6:20 AM
Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will sa...
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Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will say that your return was submitted. The second email will tell you if your federal return was accepted or rejected. If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
If the IRS accepted it, what does it say here? (Allow 24 - 48 hours after acceptance to look)
https://www.irs.gov/refunds
Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”
If it was accepted:
Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund. Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.
Your federal refund amount is on line 35a of your Form 1040
May 2, 2025
6:19 AM
You may need to contact your state: List of Department of Revenue by state List of state DOR's
If you want to check the debit date you specified, look on the filing instructions for your retu...
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You may need to contact your state: List of Department of Revenue by state List of state DOR's
If you want to check the debit date you specified, look on the filing instructions for your return. It will tell you the debit date the IRS or State will deduct the payment. If you did not print them out you can view them using the following steps:
TurboTax Online
In TurboTax Online, sign into your account.
You should be on your Tax Home page.
Scroll down to Your tax returns & documents.
Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu).
Once you're in your return, you can navigate around as usual.
Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center.
Click Print, save or preview this year's return
TurboTax CD/Download
Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.
In the Forms in My Return list on the left, click Filing Inst. [It's usually toward the bottom of the list.] The form will appear on the right side of the screen.
You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen.
To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.
May 2, 2025
6:19 AM
If you didn't depreciate any assets or claim the Section 179 deduction in prior/current tax years, leave this section blank. You have no Section 179 carryovers when you have no assets for depreciation.
May 2, 2025
6:18 AM
brokerages don't usually get this reporting wrong and make the appropriate cost basis adjustments. What level of detail are you looking at in the 1099B - you can have a wash sale on a position sold ...
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brokerages don't usually get this reporting wrong and make the appropriate cost basis adjustments. What level of detail are you looking at in the 1099B - you can have a wash sale on a position sold for a net gain, but on the underlying detailed tax lots some can have losses considered as wash sales that are disallowed and the cost basis has already been adjusted on other lots. you keep referring to "entering a gain". you enter proceeds and cost basis, and adjustments for wash sales, AMD etc. TT and Form 8949 calculate the gain/loss accordingly. If the brokerage did make errors and you're having to calculate this offline for some reason, you should have all the fields you need. The screens are slightly different if you are entering it as Sales Summary vs. One by One.
May 2, 2025
6:16 AM
We cannot see your screen, your return or your account. Have you entered ALL of your 2024 information? All your income, etc.?
There are a lot of variables that affect your refund or tax due...
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We cannot see your screen, your return or your account. Have you entered ALL of your 2024 information? All your income, etc.?
There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc. You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17? If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC) Are you 65 or older ? If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.
And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41
Print out 2023 and 2024 and compare them side by side to see what is different.
https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN
If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2025 or you will be subject to late filing penalties and interest.
If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.
https://www.irs.gov/payments
https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212
https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403
To apply for a payment plan with the IRS
Apply Online for a Payment Plan
You must pay your state tax due using the state’s preferred method of receiving payment. For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
WHAT IF I CANNOT PAY MY TAX DUE?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-payments/pay-taxes/L8aQBCpPO_US_en_US?uid=m9iryksw