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April 28, 2025
6:58 AM
Please call TurboTax Customer service. Here is a link: Turbo Tax Customer Service
April 28, 2025
6:57 AM
@RobertB4444 do I need to include a copy of the FBARs (most recent 6 years) in the SDOP submission to IRS. I will be e-filing the FBARs on BSA E-Filing website? Thanks!
April 28, 2025
6:55 AM
Please call TurboTax Customer service. Here is a link: Turbo Tax Customer Service
April 28, 2025
6:52 AM
1 Cheer
This could have been sent in error. You can confirm your efile status for peace of mind. Here's how you can check: How to Check your E-file Status
April 28, 2025
6:52 AM
If you are filing an amended return, the amount in your summary is likely your original amount you were getting back. When you added additional income, you increased your tax liability, so you likel...
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If you are filing an amended return, the amount in your summary is likely your original amount you were getting back. When you added additional income, you increased your tax liability, so you likely received more back than you should have. When this happens, the amount due also includes paying back what you originally received that you shouldn't have received. The amount on your form 1040 will still match the refund you saw in the summary, but then the other amount is likely what you will see on the 1040X.
April 28, 2025
6:49 AM
You will need to contact the IRS for information. It might be easiest to set up an account with them.
IRS Individual Online Account
Taxpayers with a Social Security number or an Individu...
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You will need to contact the IRS for information. It might be easiest to set up an account with them.
IRS Individual Online Account
Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return.
With an IRS Individual Online Account, people can:
View balance owed, payment history and schedule payments.
Cancel scheduled payments.
Get transcripts.
View or create payment plans.
See digital copies of some IRS notices.
View key data from their most recently filed tax return, including adjusted gross income.
Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment.
View, approve and electronically sign power of attorney and tax information authorizations from their tax professional.
April 28, 2025
6:49 AM
1 Cheer
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 th...
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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.
April 28, 2025
6:48 AM
Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts. You generally will receive a letter stating what the offset was f...
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Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts. You generally will receive a letter stating what the offset was for. The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.
April 28, 2025
6:39 AM
I only got a statement for 1099b from charles schwab. No other form. These are for options credit spreads, not futures. I did not get assigned on any since they're cash settled so it should be easier...
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I only got a statement for 1099b from charles schwab. No other form. These are for options credit spreads, not futures. I did not get assigned on any since they're cash settled so it should be easier to manually file.
April 28, 2025
6:35 AM
No. You do not need to send a copy of the 1099R to the IRS if you e-filed.
April 28, 2025
6:31 AM
To be specific, I only owe an additional $7, as a result of an increased Dividend amount. I know only the 1040-X is needed along with corrected/changed forms, but since the corrected 1099 amount is ...
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To be specific, I only owe an additional $7, as a result of an increased Dividend amount. I know only the 1040-X is needed along with corrected/changed forms, but since the corrected 1099 amount is only referenced on the first 3 pages, do I need to send in all 10 pages of that 1099? Otherwise, I should be good.
April 28, 2025
6:29 AM
Are you claimed as a dependent or not? If you are claimed as a dependent on their return then you need to mark in the personal info section that you are claimed as a dependent and then you do no...
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Are you claimed as a dependent or not? If you are claimed as a dependent on their return then you need to mark in the personal info section that you are claimed as a dependent and then you do not enter anything at all on your return about the insurance. If you are NOT claimed as a dependent on their return, then yes you can enter 0% since they claimed 100%. If you have any issue with rejection of your return due to them saying they did not share the policy, then you would need to print and mail your return.
April 28, 2025
6:28 AM
Do I need to send a copy of my 1099Rs if I e-filed and my return was accepted by the IRS?
Topics:
April 28, 2025
6:26 AM
Sorry. I attempted to efile the amended return multiple times and received same error message that this return has already been efiled
April 28, 2025
6:26 AM
Not sure what you are trying to do. You need to enter your W-2 exactly as it appears in the federal return, including the amounts from all of the boxes on the W-2. Information flows from the federa...
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Not sure what you are trying to do. You need to enter your W-2 exactly as it appears in the federal return, including the amounts from all of the boxes on the W-2. Information flows from the federal return to the state return. If you are entering information for a renter credit, you will be doing that when you prepare the IN tax return. You do not change anything on your W-2 in regard to a rent credit.
April 28, 2025
6:22 AM
Sometimes "not meeting the threshold" to be required to file does not mean you should not file. Even if you did not earn enough to be required to file a tax return, if you had tax withheld from your...
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Sometimes "not meeting the threshold" to be required to file does not mean you should not file. Even if you did not earn enough to be required to file a tax return, if you had tax withheld from your income you could file to seek a refund.
April 28, 2025
6:21 AM
You can enter them as Other Miscellaneous Expenses with the description of Amazon fees and storage expenses along with the amount.
April 28, 2025
6:13 AM
Please explain more. What do you mean could not get past the 1095-A form?
Did you file a return and include your 1095-A or you did not? If you are getting an error what error is it? If you...
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Please explain more. What do you mean could not get past the 1095-A form?
Did you file a return and include your 1095-A or you did not? If you are getting an error what error is it? If you are getting the Advanced Premium Tax Credit, you must file a return.
April 28, 2025
6:12 AM
"Any excess over the 2025 limit would be a non-qualified distribution." That's with respect to a 2025 qualified medical expense and is the amount that you already had distributed from the the HSA...
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"Any excess over the 2025 limit would be a non-qualified distribution." That's with respect to a 2025 qualified medical expense and is the amount that you already had distributed from the the HSA in 2025. For 2021, 2022, 2023 and 2024, long-term care expenses that the you can reimburse yourself for with distributions from the HSA, provided that they were incurred after the establishment of the HSA and not already claimed on Schedule A for those years, are limited to $4,520, $4,510, $4,770 and $4,710, respectively. If you reimburse yourself with a distribution from the HSA for the permissible amounts for 2021 through 2024 in addition to the distribution for 2025 and you itemize medical deductions on Schedule A, be sure to enter the entire amount of these 2025 HSA distributions as insurance expenses when completing the medical-expense section of TurboTax. TurboTax automatically subtracts from the amount that it puts on Schedule A line 1 the amount of the HSA distributions that you claim as applied to qualified medical expenses.
April 28, 2025
6:07 AM
Have you tried using the recovery tool to look for a different account? Many users have multiple online accounts and the accounts are not linked to each other.
Many people have multiple T...
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Have you tried using the recovery tool to look for a different account? Many users have multiple online accounts and the accounts are not linked to each other.
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery