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August 20, 2025
12:50 AM
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August 20, 2025
12:44 AM
1 Cheer
Something about what you are saying is "off." First of all, "as of September" makes no sense since this is August 2025. The IRS does not typically send out notices in August to say that you did ...
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Something about what you are saying is "off." First of all, "as of September" makes no sense since this is August 2025. The IRS does not typically send out notices in August to say that you did not file a tax return for the current tax year. What EXACTLY does that notice say? Does it say that you filed a tax return with tax due but that you did not pay the tax? Look closely at your 2024 return. Does it show a refund on line 35a or does it show an amount of tax due on line 37?
August 20, 2025
12:31 AM
1 Cheer
Please clarify what you mean by "last year". If you have a W-2 for 2024, then yes, you can still prepare a 2024 tax return using online TurboTax and e-file it until October 15, 2025.
If by "...
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Please clarify what you mean by "last year". If you have a W-2 for 2024, then yes, you can still prepare a 2024 tax return using online TurboTax and e-file it until October 15, 2025.
If by "last year" you mean a W-2 for 2023, you cannot use online for a 2023 return.
You cannot change the tax year. The current online program is for 2024 only. Only a 2024 return can be prepared online and only a 2024 return can be e-filed.
Online preparation and e-filing for 2021, 2022, and 2023 is permanently closed.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
To file a return for a prior tax year
If you need to prepare a return for 2021, 2022, or 2023 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
August 20, 2025
12:28 AM
If the returns were rejected when you tried to e-file, you received emails telling you why the returns were rejected. At this point, it does not matter, since it is too late to e-file them. The o...
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If the returns were rejected when you tried to e-file, you received emails telling you why the returns were rejected. At this point, it does not matter, since it is too late to e-file them. The only way to file a 2020 or 2021 return is by mail. And any refunds have been forfeited. If you owe tax due, it is still owed with late filing penalties and interest. You cannot print them unless you paid your TurboTax fees. Did you pay your fees?
August 19, 2025
11:31 PM
@thisblows wrote: Was I able to write any expenses off on my personal taxes for paying the estate bills? Could I amend my taxes to do so? No, but the estate could deduct the expenses from th...
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@thisblows wrote: Was I able to write any expenses off on my personal taxes for paying the estate bills? Could I amend my taxes to do so? No, but the estate could deduct the expenses from the $2900 in dividend income on its 1041.
August 19, 2025
11:22 PM
Topics:
August 19, 2025
9:55 PM
April 2025 was my first time using TurboTax and forgot to add carryover losses from prior years.
Now, went through Schedule K1 -> Partnerships/LLC (Form 1065) -> Report Carryovers - Regular Tax, and...
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April 2025 was my first time using TurboTax and forgot to add carryover losses from prior years.
Now, went through Schedule K1 -> Partnerships/LLC (Form 1065) -> Report Carryovers - Regular Tax, and see 2 options:
- Box 1 - Ordinary Income
- Box 2a - Ordinary Income
Which of the above 2 boxes should I use to enter the carryover losses?
August 19, 2025
9:23 PM
What taxes and fees are you talking about for the estate? We were told from the beginning we could not touch the money until the very end when it would be divided. Which means the estate couldn't p...
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What taxes and fees are you talking about for the estate? We were told from the beginning we could not touch the money until the very end when it would be divided. Which means the estate couldn't pay for anything. So I paid all legal and other expenses for the estate from 2020-2023 out of my own pocket. I was paid back by the estate before the money was divided. Was I able to write any expenses off on my personal taxes for paying the estate bills? Could I amend my taxes to do so? I am looking for an accountant now, but find way more "Tax Prep" services than CPA's online. And very few Enrolled Agents. This is definitely way above our heads so a professional is needed. Just not sure what type is best.I guess it was too much for H&R Block as well. They never mentioned anything but the 1099 forms the estate received. Lastly, since we didn't know about this last 1099, what started the search was a tax bill from the state. With large penalties and interest. I called them directly and told them the estate was now closed and had proper documentation. The state tax person on the phone said ok and would wipe away the bill. They sent us a letter saying the "matter was closed", but that's all. IF we figure this last 1099 situation out with the federal taxes, will the state then come back at us? Even though we have a letter saying the matter was closed. She did not put a balance of $0.00 on the letter, even though I asked her to do so. This is getting insane!! Thank you all for your help.
August 19, 2025
8:46 PM
August 19, 2025
8:39 PM
1 Cheer
Just checking ... are you a US Citizen or US tax-Resident? If not, TurboTax is not able to prepare the kind of tax return that you need.
August 19, 2025
8:22 PM
TurboTax shows files and that it was accepted in February but the IRS website shows the discrepancy
Topics:
August 19, 2025
8:04 PM
To enter or delete the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Es...
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To enter or delete the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid
August 19, 2025
7:46 PM
did you get a state k-1? and those should be appearing on it. specify the state and someone may be able to help you further.
August 19, 2025
7:44 PM
here's a link to its 2024 tax booklet and i don't see what you mention anywhere.
file:///C:/Users/MIKE/Downloads/Cedar%20Fair%20L.P.%202024%20Tax%20Instruction%20Booklet.pdf
CF is a Publ...
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here's a link to its 2024 tax booklet and i don't see what you mention anywhere.
file:///C:/Users/MIKE/Downloads/Cedar%20Fair%20L.P.%202024%20Tax%20Instruction%20Booklet.pdf
CF is a Publicly traded partnership and PTPs don't report income/losses on form 8582.
August 19, 2025
7:38 PM
I contributed various amounts to employer sponsored post-tax 401k plan and converted those to Roth instantly at contribution. However, I realized that I have not filed 1099-R for years 2020, 2021, 20...
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I contributed various amounts to employer sponsored post-tax 401k plan and converted those to Roth instantly at contribution. However, I realized that I have not filed 1099-R for years 2020, 2021, 2022, 2023. I have now those downloaded from Fidelity website. How do I file amendments? Since these were post-tax contributions, I dont expect any tax liabilities. But I want to ensure IRS has this info now, so at withdrawal time, I don't have a contention on taxes. All my filings were via TT. How do I file 1099-R amendment for 2020, 2021, 2022, 2023 for post-tax 401k rollover to Roth?
August 19, 2025
7:28 PM
August 19, 2025
7:05 PM
I don't think you're going to see much implementation of the 25 new tax laws in the 24 program - what if section for 25, other than known changes like the old standard deduction. most of the change a...
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I don't think you're going to see much implementation of the 25 new tax laws in the 24 program - what if section for 25, other than known changes like the old standard deduction. most of the change affect tax credits and itemized deductions /standard deduction which have no effect on MGI. the items affecting magi the the tip deduction - will that affect MAGI or just taxable income. the same with overtime . there will be a charitable deduction for non-itemizers and bonus depreciation will be 100% subject to certain restrictions Before these changes can be implemented for Turbotax 2025, IRS has to write the regulations of how these changes are to be implemented/work.
August 19, 2025
6:52 PM
1 Cheer
DO NOT check the box saying that you got it in 2022. Just leave the one box checked that says "I got it in 2024." Do not check any of the other boxes. If you check "I got it in 2022" or "I intend to ...
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DO NOT check the box saying that you got it in 2022. Just leave the one box checked that says "I got it in 2024." Do not check any of the other boxes. If you check "I got it in 2022" or "I intend to get it in 2025" TurboTax will report the income as business income on Schedule C and you will have to pay self-employment tax on it.
And on the next screen, that asks if it involved an intent to earn money, select No.
August 19, 2025
6:28 PM
Only the IRS knows what all it is doing with your return. Here are some things to check: First, you need to be sure the return was successfully filed. It depends on how you chose to file the re...
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Only the IRS knows what all it is doing with your return. Here are some things to check: First, you need to be sure the return was successfully filed. It depends on how you chose to file the return. If you filed a paper return by mail, TurboTax does not mail it for you. If you chose that method, you would have had to print it, sign it, date it, and mail it yourself. It takes at least 4 weeks for a mailed return to show up in the IRS WMR tool. If you efiled, double-check to be sure the return was efiled successfully and accepted. If you used Online TurboTax, you can sign into your Online Account and check the efile status at the Tax Home. What word is used there for the status: accepted, rejected, printed, started, ready to mail, or something else? If that showed it was accepted, (or if you mailed a paper return), you can use the "Where's My Refund" tool at the IRS website below to monitor the status of your Federal refund. Is there any message there? https://www.irs.gov/wheres-my-refund Here are some tips when using that IRS tool: Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount. Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen. Look at your actual Federal return to get the Federal refund amount to use in the tool, i.e., your Form 1040, Line 35a.