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October 30, 2025
7:41 AM
2 Cheers
@baldietax
Based on the taxpayer's statement that the locum job started in July, and they had regular withholding from their regular job all year (per normal procedure), they will only owe estimat...
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@baldietax
Based on the taxpayer's statement that the locum job started in July, and they had regular withholding from their regular job all year (per normal procedure), they will only owe estimated taxes on the locum income for the last two quarters.
They should probably file form 2210 (penalty calculation) with schedule AI (annualized income method) with their tax return, even if the software does not automatically suggest it. The annualized income method shows the IRS that even though tax payments were not evenly spread over the whole year, neither was the income (due to the sudden increase in July), and the tax payments did keep pace with the income, which is what the IRS wants to see.
Even if they paid 75% now and the other 25% in January, they could still be assessed a late payment penalty, representing interest due backdated to April 15, June 15 and Sept 15, since that's when the payments were technically due. Schedule AI should negate that. If the IRS does assess a penalty anyway, the taxpayer can ask for a first-time waiver, or a waiver for cause (not understanding the requirements for the locum job).
Going forward into 2026, the taxpayer can either increase their W-2 withholding to cover the extra tax on the locum job, or make quarterly estimated payments.
October 30, 2025
7:33 AM
No one can call you from the user forum. We have no access to your information. And please do not post your phone number here on a public website that can be seen by anyone on the internet.
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No one can call you from the user forum. We have no access to your information. And please do not post your phone number here on a public website that can be seen by anyone on the internet.
You are being asked to enter your 2023 AGI from line 11 of your 2023 Form 1040 in order to e-file your 2024 tax return.
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.
https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258
it is a good idea to use a mailing service that will track it like UPS or certified mail. Then you will know the IRS received it.
If you used the wrong AGI, your e-file be rejected. When you get the rejection notice, correct it and re-file.
https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311
If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file. Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.
https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
October 30, 2025
7:24 AM
Now we are getting into gray areas that you should talk to a tax professional. Personally, I would lean towards treating it as if you had contributed the vehicle to the corporation, even though t...
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Now we are getting into gray areas that you should talk to a tax professional. Personally, I would lean towards treating it as if you had contributed the vehicle to the corporation, even though the title was not transferred, and therefore keep everything (including the sale of the vehicle) on the corporate return. But that is a gray area.
October 30, 2025
7:13 AM
Call me I have 2023 but don’t know where to look for pin
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October 30, 2025
7:07 AM
Sorry--- no. When TurboTax has offered refund anticipation loans, the loans are offered in January and February; the money is not released until your e-filed return has been accepted by the IRS. ...
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Sorry--- no. When TurboTax has offered refund anticipation loans, the loans are offered in January and February; the money is not released until your e-filed return has been accepted by the IRS. We have no information now as to whether there will be a loan program for 2025 returns.
October 30, 2025
7:03 AM
For this years taxes like for now or November ?
Topics:
October 30, 2025
6:56 AM
why are you looking for a different tax app - at some point Intuit will have to address the native binary, until then why is it a concern?
October 30, 2025
6:54 AM
You do not say why you think your ex-spouse got your refund check. Did you prepare a tax return and use an old address that the ex-spouse lives at? Was a check mailed to your old address? Wh...
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You do not say why you think your ex-spouse got your refund check. Did you prepare a tax return and use an old address that the ex-spouse lives at? Was a check mailed to your old address? Why do you think your "ex" got your refund?
Did you prepare a tax return? The refund would be sent to the bank account or address that you entered on your own tax return--not to your ex-spouse. If you did not file a return, then do so and make sure you use correct information for the refund. If your ex did anything using your SSN on a tax return, the IRS will sort out the duplicate use of your SSN. The IRS will not tell you if someone used your SSN. You will need to print, sign and file your own return by mail. It is too late to use online TurboTax to begin a new return. You will need to use the desktop download software on a full PC or Mac.
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 UPS or 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.
October 30, 2025
6:45 AM
@Inugasuki No. Waiting until January will not enable you to e-file a past year amended return. The only way to file your amended 2023 return is by mail. Print, sign and date it, and mail it in. ...
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@Inugasuki No. Waiting until January will not enable you to e-file a past year amended return. The only way to file your amended 2023 return is by mail. Print, sign and date it, and mail it in. Use a mailing service such as certified mail so you will know the IRS received it, since you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1
October 30, 2025
6:38 AM
No, an amendment is not required if the discrepancy is less than 50 cents.
October 30, 2025
6:34 AM
You may have more than one TurboTax online account. See this TurboTax support FAQ for how to view all of your accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-managemen...
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You may have more than one TurboTax online account. See this TurboTax support FAQ for how to view all of your accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
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)
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.
October 30, 2025
6:31 AM
Try entering a 0 (zero) for the 2023 AGI to e-file the 2024 federal tax return, as the IRS may not have your 2023 AGI in their database.
If this e-file attempt also fails then you will have to ...
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Try entering a 0 (zero) for the 2023 AGI to e-file the 2024 federal tax return, as the IRS may not have your 2023 AGI in their database.
If this e-file attempt also fails then you will have to print and mail the 2024 tax return.
October 30, 2025
6:28 AM
See this TurboTax support FAQ for a nonresident alien spouse - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_U...
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See this TurboTax support FAQ for a nonresident alien spouse - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US?uid=mhdgmf4b
October 30, 2025
6:13 AM
Topics:
October 30, 2025
5:58 AM
October 30, 2025
5:39 AM
October 30, 2025
5:20 AM
Only 100k people were using the service across the 40mil return/user base, so Intuit did decide to cancel it a second and final time. See comments at the end of this thread including various alterna...
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Only 100k people were using the service across the 40mil return/user base, so Intuit did decide to cancel it a second and final time. See comments at the end of this thread including various alternatives vying to fill the space. https://ttlc.intuit.com/community/taxes/discussion/why-is-its-deductible-being-discontinued-again-last-time-they-asked-users-opinions-and-then-kept-it/00/3700127/page/7
October 30, 2025
5:13 AM
@1548432s the problem at this point with increasing withholding is it's end Oct so by the time your payroll processes a withholding change it probably won't help much for 2025. But hopefully you don...
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@1548432s the problem at this point with increasing withholding is it's end Oct so by the time your payroll processes a withholding change it probably won't help much for 2025. But hopefully you don’t owe much Estimated Tax (ES) or penalty if your 2024 tax was much lower before the 1099 gig. You should go thru the safe harbor calculation shown by @guywong and if this was a new 1099 gig in 2025 and boost to income compared to 2024, then you may have already covered the ES due based on meeting 100/110% of 2024 tax thru withholding; if so, then for ES and penalty purposes it doesn't matter how much extra you earned in 2025 or when. The rest of the tax is owed in April but at least you won't have to pay a large amount now, so that can earn interest until April. If there is some amount to make up to meet the safe harbor amount that you can't do via withholding, then as others have said you should pay the overdue ES on this ASAP to stop the penalty accruing further. To minimize the default penalty calc, pay 75% of the total ES due for the year now (for Q1-3), and the remaining quarterly amount by 1/15 **. Since the 1099 gig started later in the year you may also be able to file 2210 Annualized Income method to reduce (but likely not eliminate) the penalty, for this you have to break down your AGI/withholding on a quarterly basis which can be extra calcs and filing work for you, whether that's worthwhile depends the penalty outcome (and your state may have similar). IRS doesn't know your gig started in July so will assume ES was due on it from Q1 and that's the default penalty calculation that Turbotax will make; the AI method will shift the income out into the later quarters which will reduce the penalty. ** @Opus 17 commented above "At this point you should make your Sept 15 estimated payment now, for income earned from June 1-Aug 31, and plan to make a payment by Jan 15 for income earned from Sept 1-Dec 31" - which is likely different to 75%/25% I suggest above. I think, it depends the outcome of the safe harbor calculation, whether you are using prior year or current year tax and how much ES is due. Paying a large amount of ES unevenly based on specific income periods would certainly need the Form 2210 AI method. Otherwise by default you need to have paid by now at least 75% of the ES or will continue to accrue penalty (and can always decide to adopt the AI method later if it helps). But @Opus 17 pls do correct me on anything. Refer to Form 2210 lines 1-9 for the safe harbor calculation and other parts of 2210 instructions for info on penalty calcs and AI method. Form 1040-ES may also be helpful. When you file with Turbotax you can review the penalty situation in Other Tax Situations / Underpayment Penalty section and work through the AI method there. Looking ahead for 2026 tax year - if the 1099 gig is going to continue and you can't cover the expected ES with W2 withholding, then you should set up quarterly ES payments; go through the safe harbor calculation for 2026 when go through your 2025 filing so the 'prior year' tax for 2025 is known. You can work through estimates for this after you file in Other Tax Situations / Form W4 and Estimated Taxes (or other tools like the IRS Tax Withholding Estimator). As others have said you should pay directly at irs.gov, avoid checks and vouchers. When you make a payment be sure to classify it for the correct purpose (ES vs. final tax due etc) and tax year. I also prefer to make my final return payment directly at irs.gov rather than submit payment details in Turbotax etc, select the option to pay by mail/check etc to bypass payment details, then just pay directly at irs.gov by the April deadline. IRS will debit your account quickly, within the next business day, so have the money lined up when you submit it on the website. Anyway - start with the safe harbor calc to see where you really stand on ES, and if you have questions once that is known folks here will be able to advise further.
October 30, 2025
4:12 AM
Can not find my 2023 tax return online with Turbotax
October 30, 2025
3:07 AM
I would like to know if I wait until next January, I can e-file 2023 Form 1040X. Thank you.