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What didn't transfer?  You either have to manually add the missing items or try to clear and start over to transfer again.    Are you using the Online version or the Desktop program?   For Online, ... See more...
What didn't transfer?  You either have to manually add the missing items or try to clear and start over to transfer again.    Are you using the Online version or the Desktop program?   For Online,  You can transfer it again but doing this will also clear out all your current entries. If you haven't filed, registered or paid you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444
Usually,  a Roth IRA contribution does not affect your tax return. This is because a  Roth contribution is not deductible.  So, you probably do not need to amend your 2023 return.    But, if your... See more...
Usually,  a Roth IRA contribution does not affect your tax return. This is because a  Roth contribution is not deductible.  So, you probably do not need to amend your 2023 return.    But, if your income is low enough, a Roth contribution may qualify you for the Retirement Contributions saver's credit.  TurboTax (TT) would have checked this automatically when it saw that you made a Roth contribution. See form 8880 for the income limits for claiming the credit. Most people don't qualify.  https://www.irs.gov/pub/irs-pdf/f8880.pdf   You should keep track of your Roth contributions.  This info may be needed in the future.  TT will do that for you, when you enter you contributions.  If you forget one, you can make a manual adjustment to the tracked contribution total, when you do your tax preparation the following year.
a few forms from 2023 return was not transferred to 2024 return. How can I transfer the missing forms?
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/
How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access... See more...
How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf
Hi, I have a final K1 with box 19 code c in it. This K1 was marked final as the investment in this partnership was moved from this partnership entity to a new partnership entity. The K1 has an adden... See more...
Hi, I have a final K1 with box 19 code c in it. This K1 was marked final as the investment in this partnership was moved from this partnership entity to a new partnership entity. The K1 has an addendum section where it simply mentions it as a ‘Capital transfer’. 1. Do I have to submit a form 7217 ? Box 19 has code c but there was no ‘actual’ distribution. Also, this K1 is an investment in real estate development which when liquidated returns $ and not a property.   2. Turbotax says it doesn’t support e-filing 7217. Can I e-file the federal return and mail just the form 7217 ? Or do I have to print/mail the entire federal return with form 7217 ?   Have to submit the extension by 10/15. Appreciate any guidance from the experts out there. Thanks, HK. 
can I access my 2023 tax return through turbo tax
Thanks so much for your review - I'm going to give a try.
didn't receive a 1099R
I see the IRS “Last month rule” you are considered to be eligible for the entire year so long as we remain eligible during the “testing period” (Dec 1 2024 - Dec 31 202). So seems the TT system is wo... See more...
I see the IRS “Last month rule” you are considered to be eligible for the entire year so long as we remain eligible during the “testing period” (Dec 1 2024 - Dec 31 202). So seems the TT system is working properly. 
There is no "standalone state program".   It is included in Premier and Home & Business.  Did you pay the $45 to buy an additional state download?   You don't get a License Code for state.   I have H... See more...
There is no "standalone state program".   It is included in Premier and Home & Business.  Did you pay the $45 to buy an additional state download?   You don't get a License Code for state.   I have Home & Business.  I haven't seen any posts having trouble downloading the state.  Here's a FAQ for it.......   State install looping error….. https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/state-install-e-file-update-loop-state-installed-e/L0heOIxUQ_US_en_US?uid=lqg41sa5   By the way, why did you  upgrade to Home &  Business?  All the Desktop programs have all the same forms.   You just get more help in the higher version.  
I'm not able to prepare the state return.  I purchased my Premier 2024 Desktop through the employee purchase program.  I upgraded and paid $15 to Home & Business no problem.  I was able to prepare my... See more...
I'm not able to prepare the state return.  I purchased my Premier 2024 Desktop through the employee purchase program.  I upgraded and paid $15 to Home & Business no problem.  I was able to prepare my federal.  The original included the state but everytime I start the state it goes into a never ending loop.  I opted to purchase a standalone state CA download.  I have the order confirm but no license code; it keeps telling me the same message: downloaded and updated but does not load.  I've been at this for two days.  I tried the fix, cleanstateby removing the state but still no download.  Everytime I call AI hangs up on me.
No.  Only income received in 2024 goes on a 2024 tax return.   In January you will receive a SSA1099 from Social Security which you will enter on your 2025 tax return -- the one you will file in earl... See more...
No.  Only income received in 2024 goes on a 2024 tax return.   In January you will receive a SSA1099 from Social Security which you will enter on your 2025 tax return -- the one you will file in early 2026.
@millerm52 wrote: the days spent in the home    It is not merely "days spent in the home"; it needs to be your "Principal Residence" during that time period.   What was your reason for mov... See more...
@millerm52 wrote: the days spent in the home    It is not merely "days spent in the home"; it needs to be your "Principal Residence" during that time period.   What was your reason for moving out?  There are some special circumstances that allow an exclusion if you use it as your Principal Residence for less than two years.   Because it recently was your Principal Residence but has not always been your Principal Residence since you bought it, even IF you qualify for the Section 121 Exclusion, it may be prorated.  As a simplified example, if you owned it for exactly 10 years, and it was 8 years of non-Principal Residence followed by 2 years of your Principal Residence, you could only exclude 2/10ths of the gain (not counting any gain due to depreciation).  
@user17603978736    How come you are answering Yes to both Roth 401k and Roth IRA?  Shouldn't  it be either one or the other?  And why do you keep going back?    @dmertz    If you edit or review a ... See more...
@user17603978736    How come you are answering Yes to both Roth 401k and Roth IRA?  Shouldn't  it be either one or the other?  And why do you keep going back?    @dmertz    If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again. So be sure to go all the way to the end of the 1099R section. They are right unless you go back.
@SisterHelpingWithTaxes wrote:  After the standard deduction, the taxable income is $1194.  Blended tax rate is shown as 381.5% by TT with Tax Liability of $4,555.    1040-SR   On your Fo... See more...
@SisterHelpingWithTaxes wrote:  After the standard deduction, the taxable income is $1194.  Blended tax rate is shown as 381.5% by TT with Tax Liability of $4,555.    1040-SR   On your Form 1040-SR, what are the amounts on lines 16, 17 and 23?   If you have amounts on lines 17 and/or 23, you need to look at your "Schedule 2" tax form to see what the additional tax is for.    
I started collecting Social Security in January 2025, effective November 1, 2024. I am now preparing my 2024 federal tax return. Can/should I include this lump sum amount as income on my 2024 tax ret... See more...
I started collecting Social Security in January 2025, effective November 1, 2024. I am now preparing my 2024 federal tax return. Can/should I include this lump sum amount as income on my 2024 tax return?
Basically you add both state wage, I ran in similar issue and checked with my past where the CPA added the both lines 
2024 is the first year for being in a high deductible health plan with an HSA. Enrolled in the plan in July so when marking the months for “Family” coverage (my employer covers both me and my husband... See more...
2024 is the first year for being in a high deductible health plan with an HSA. Enrolled in the plan in July so when marking the months for “Family” coverage (my employer covers both me and my husband) for July through December and when I mark December the system automatically makes every month populated for $8300 instead of just 6 months. This calculates to be a $1000 contribution on line 7 of same form instead of $500. I can change the months selection to June and leave off December but this is no longer matching form 1095-B. How can I fix this in TT?