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September 16, 2025
5:23 AM
If you choose not to use the Annualized Income Installment Method, the income is treated as received evenly throughout the year. The tax code does not permit you to treat one particular item of inco...
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If you choose not to use the Annualized Income Installment Method, the income is treated as received evenly throughout the year. The tax code does not permit you to treat one particular item of income as received in a particular tax quarter without doing so for all of your income, deductions and tax credits. If you do use the Annualized Income Installment Method, income is treated as received in the tax quarter when actually received instead of treating it as having been received evenly throughout the year. This prevents income received later in the year from causing underpayment penalties for the earlier tax quarters of the year. As I mentioned, the Annualized Income Installment Method requires allocating all of your income, deductions and credits to the particular tax quarters in which they were received by preparing Schedule AI of Form 2210. The particular date within the quarter doesn't matter. TurboTax will offer the opportunity to do this if you would otherwise be subject to a tax underpayment penalty.
September 16, 2025
5:19 AM
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September 16, 2025
5:09 AM
Wow, thank you for the wonderful responses! My ex and I decided a long time ago we'd just coparent. So the custody was shared, and at one point we were filing taxes and splitting them equally. Then ...
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Wow, thank you for the wonderful responses! My ex and I decided a long time ago we'd just coparent. So the custody was shared, and at one point we were filing taxes and splitting them equally. Then he got a girlfriend, and everything went down the drain. My son is.older, so he wouldn't get the child tax credit like he did for the other 2, but in the end, I guess I'll just go ahead and get the forms you've both suggested, and see how he feels about me then! Thanks again!!!
September 16, 2025
5:05 AM
1 Cheer
I agree. It made my life easier by simply importing Into turbo. Might be losing many customers.
September 16, 2025
4:34 AM
I received a large payment from the sale of ESOPP stock back to the company. Since this was received 1/2 way through the year, I don't want the payment to be annualized. How would I enter the date ...
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I received a large payment from the sale of ESOPP stock back to the company. Since this was received 1/2 way through the year, I don't want the payment to be annualized. How would I enter the date of the payment?
September 16, 2025
2:11 AM
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September 16, 2025
2:03 AM
September 16, 2025
2:01 AM
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September 16, 2025
1:33 AM
there is nothing of value on page 37
September 16, 2025
12:39 AM
You cannot e-file a state return if the federal return was filed by mail. You will have to file the state return by mail.
September 16, 2025
12:21 AM
@user17580067947 You are posting to an old thread that has had no activity since 2022. Please explain your own 2025 issue clearly so someone will know how to help.
September 16, 2025
12:18 AM
Did you move or change addresses before your refund arrived? Did you send the change of address to the IRS?
https://www.irs.gov/faqs/irs-procedures/address-changes/address-changes
LOST R...
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Did you move or change addresses before your refund arrived? Did you send the change of address to the IRS?
https://www.irs.gov/faqs/irs-procedures/address-changes/address-changes
LOST REFUND CHECK
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0
September 16, 2025
12:14 AM
MY REFUND WAS LESS THAN I EXPECTED
https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594
There can be a numb...
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MY REFUND WAS LESS THAN I EXPECTED
https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594
There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. Next——check the IRS refund site https://www.irs.gov/refunds to see what the IRS says they issued for your refund. Sometimes the IRS reduces your refund. If the IRS reduced your refund they will send you a letter in several weeks.
There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return. Federal refund is on line 35a on Form 1040 State tax forms are all different so we cannot tell you what line to look at on your state form. BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due. A lot of confusion would be avoided by doing that.
Be aware also that your Federal refund and state refund do NOT come together. Federal and state tax returns are processed by two completely separate entities. There is no rule as to which one will come first,
It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.
Did you choose to have TT fees deducted from your Federal refund? (Remember that if you did that, you also agreed to an extra refund processing fee of $40 or $45 in CA)
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
Santa Barbara Tax Products Group, LLC (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.
You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com
refund offset.
https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts
IRS Treasury Offset Program Call Center at 1-800-304-3107
https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts
https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301
Reduced Refund https://www.irs.gov/taxtopics/tc203
NOTE: You can contact the IRS Treasury Offset Program Call Center at 1-800-304-3107 to ask if they have an offset for you on file. TurboTax would not have that information.
September 16, 2025
12:13 AM
Can you help me
September 16, 2025
12:09 AM
You are being asked for your AGI from line 11 of your 2023 Form 1040.
Where do I find my AGI?
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947
Your ...
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You are being asked for your AGI from line 11 of your 2023 Form 1040.
Where do I find my AGI?
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947
Your 2023 tax return shows your 2023 Adjusted Gross Income (AGI) If you filed a joint return then the AGI is the same for each of you.
Form 1040 line 11
If entering the amount from your 2023 tax return does not work, then try entering “0” instead. If that does not work and you still cannot e-file, then print, sign, and mail your tax return.
You can get a free transcript of your past return from the IRS:
https://www.irs.gov/individuals/get-transcript
Note: If you filed late or amended your return, your correct 2023 AGI may not be in the system.
https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online
Note: If you mail your federal return, you will also need to mail your state return. You will not be able to e-file your state return.
September 15, 2025
11:57 PM
Here is what I did: Roth IRA Contributions: I entered $7,000 for total Roth IRA contributions for 2024. Under ‘Contributions Withdrawn Before the Due Date’ I entered the total withdrawals (excess...
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Here is what I did: Roth IRA Contributions: I entered $7,000 for total Roth IRA contributions for 2024. Under ‘Contributions Withdrawn Before the Due Date’ I entered the total withdrawals (excess contributions and earnings). For 1099R: I entered the total withdrawals in box 1 and taxable earnings in box 2a. I selected distribution code P and J. No boxes were checked (except I have more than one value in box 7 for distribution code). Even after I selected P and J, TT stated “Based on the 1099-R Box 7 code that you entered, it looks like you may need to pay extra taxes on this distribution.” I selected 2025 for 1099R and none of these apply regarding substitute 1099R. I took your advice and I entered the earnings under ‘Corrective distributions’, now it is showing I don’t owe any extra tax but then I have to explain the return of contribution. TT stated “You told us you received a return of an IRA contribution before April 15, 2025. Explain here the details of the return of contribution.” I explained what happened and the excess and earnings were removed on September 12th. Is it okay even if it states “You told us you received a return of an IRA contribution before April 15, 2025” and I did the removal this month? If yes, I should be good to go, correct? Thank you so much for your help.
September 15, 2025
11:51 PM
September 15, 2025
11:51 PM
Hello, I am using the TT Business 2024 desktop version for my "Investment Partnership" (Business Code: 523900). All the partners are full-time residents of Illinois and we have not elected Pass-t...
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Hello, I am using the TT Business 2024 desktop version for my "Investment Partnership" (Business Code: 523900). All the partners are full-time residents of Illinois and we have not elected Pass-through Entity (PTE) tax. But the software keeps on calculating the 1.5% replacement tax. This should not be the case as per (https://tax.illinois.gov/research/taxinformation/income/partnership.html). Wondering if anyone else has run into this issue. Thanks in advance. Best Regards, Pratik.
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September 15, 2025
11:41 PM
Tax return for year 2024
Credit Karma does not want to show me the actual deposit to the account. (My spent account was closed so I can only see now the transfer CK did from my close account to my sav...
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Tax return for year 2024
Credit Karma does not want to show me the actual deposit to the account. (My spent account was closed so I can only see now the transfer CK did from my close account to my savings)
Topics:
September 15, 2025
11:29 PM
the question is in the info worksheet if you use forms mode
in step/interview mode it should be under the rental properties and royalties section - click on update.. it should be the first screen