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August 21, 2025
5:52 AM
@dmertz wrote:
"The $800 earnings will be taxable plus 10% penalty if you are under age 59-1/2. "
Almost certainly not. There will likely be no penalty because the distribution of the $80...
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@dmertz wrote:
"The $800 earnings will be taxable plus 10% penalty if you are under age 59-1/2. "
Almost certainly not. There will likely be no penalty because the distribution of the $800 will almost certainly be from Roth IRA contribution basis acquired from the permissible contributions made for earlier years.
Yes, sorry about that. As long as there is prior contribution basis in the Roth IRA, the withdrawal won't be taxable (depends on your history of other prior contributions and withdrawals).
August 21, 2025
5:16 AM
Here's the regretful issue that happened: I opened my Windows TurboTax Premiere 2024 to start an amended return, and I saw the top banner reset to 0 for state (CA) but the federal showed the orig...
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Here's the regretful issue that happened: I opened my Windows TurboTax Premiere 2024 to start an amended return, and I saw the top banner reset to 0 for state (CA) but the federal showed the original balance due (the balance I already paid electronically on original filing of Apr 15). I searched these forums and found a post saying ignore this banner on amended returns since it may be incorrect. So I decided I'd ignore it and went to make the amendment, which was to add a missed field for US gov security dividends (treasuries) that got taxed on my state return. After I made the change, I saw my CA banner show a refund while federal number didn't change (as I'd expect). When I printed the final returns in PDF, I saw these issues in the 1040-X form: "Itemized deductions or standard deduction" had an "original amount" field that was 50 less than the actual, while the "correct amount" was the actual original amount. "Estimated tax payments" had an original that was larger than what it actually was (no idea how or where it got that number), while the "correct amount" was the actual original amount. The net effect was a large negative net change that became "Amount you owe" (line 20). Before I went to the e-filing steps, I got a message saying my federal taxes didn't change are you sure you want to proceed? I thought great, if it didn't change it means it sees my final number didn't change i.e. I won't get charged. So I submitted the federal by e-file followed by state. A couple days later I got that line 20 amount withdrawn from my account! I happen to barely have enough savings to cover the overdraft of my checking.... I went back and attempted to amend a second time, and have yet been able to figure out how to make it refund that amount that was taken from me. Besides it didn't show me an option to e-file again, and I don't want to wait months for a refund! In summary, please help answer: What is the right/best way to fix this? How can I e-file it, or why is it not supported and is there any alternative to e-file a second one?
August 21, 2025
4:59 AM
Topics:
August 21, 2025
4:56 AM
August 21, 2025
4:09 AM
@ Impulse wrote: My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing o...
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@ Impulse wrote: My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2024 return? Thanks in advance to you and the community for all your time and help Sorry, but I don't have any idea what is in a current update. I have my TurboTax update options set to either ask me or require manual check for updates, so I don't get any automatically--only if I elect to do so. If you're concerned, print out the 2 pages of your original Form 1040 as they appeared when you filed (assuming you saved a PDF or a separate original tax data file), and then print out the 2 pages of the 1040 after the recent update, and compare the 2 forms line by line to see if something changed with the new update. If it did, then dig deeper into that particular line; i.e., look at the schedules and worksheets that produced that figure. Do the same for any state return, if applicable. You wrote: "Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2024 return?" No, sorry I can't tell you anything about the "What-if" worksheet. I don't use that tool, but I'd be surprised if TurboTax spends time updating it since they have their hands full programming the new product for the new tax laws. You'd just have to look to see if anything changed in the "What-if" worksheet. @Impulse ADDENDUM: According to subsequent posts below from users using the What-if Worksheet, apparently in the latest update there was indeed an update in its functionality for 2025, so TurboTax did devote some effort to it. Read the comments below from those who tried it.
August 21, 2025
2:20 AM
@mesquitebean My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2...
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@mesquitebean My 2024 desktop TT just updated today, which surprised me. Can you confirm that this only affects "What if..." section of TT and nothing substantial causing a required re-filing of 2024 return? Thanks in advance to you and the community for all your time and help -Impulse
August 21, 2025
12:49 AM
1 Cheer
@diverjer got you beat. my computer dates back to 2014 and runs w10 just fine. many of its programs probably could not be installed on w11 which is the reason I refuse/can't upgrade.
August 21, 2025
12:40 AM
3 Cheers
If competitors go the W11 route, I think my choice would be to buy a cheap laptop just for tax return prep and no guarantee I wouldn't switch to a competitor.
August 21, 2025
12:37 AM
@rk911 Quicken is no longer an Intuit product. so they can do as they please regarding W11
August 21, 2025
12:36 AM
1 Cheer
I wait to see what Intuit's competitors do for 2025.
August 21, 2025
12:23 AM
6 Cheers
for windows using online OS 8.1 and 10 required. for desktop no one can say if Intuit will change its mind if enough users abandon it. I think it's gambling desktop users will switch to online. we a...
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for windows using online OS 8.1 and 10 required. for desktop no one can say if Intuit will change its mind if enough users abandon it. I think it's gambling desktop users will switch to online. we also have to see what other desktop apps will do for the 2025 tax year.
August 21, 2025
12:07 AM
The link you posted for the Intuit signin above is not the secure version of the TurboTax URL, but it's possible that the http link should normally redirect to the https (secure) version when it's wo...
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The link you posted for the Intuit signin above is not the secure version of the TurboTax URL, but it's possible that the http link should normally redirect to the https (secure) version when it's working. Maybe it's not redirecting properly. In any case, try placing an "s", i.e., using https instead of http and see if that makes a difference when you go directly to the secure URL. NOTE: You may wish to clear your browser Internet cache before trying again, or it may remember your previous results. If using the direct https link didn't help, try using Private Browsing mode (aka Incognito Mode) to see if the error recurs. If you still get an error message after all that, do you have a different browser to try?
August 21, 2025
12:02 AM
here are some suggestions, use at your own risk or contact support. the issue is can be caused by MS Edge, your device, firewall or antivirus. This is not a Turbotax bug. I use Edge and can reach the...
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here are some suggestions, use at your own risk or contact support. the issue is can be caused by MS Edge, your device, firewall or antivirus. This is not a Turbotax bug. I use Edge and can reach the sign-in site
5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848
1. Clear Browser Cache and Cookies
Open Edge.
Click the three dots (menu) in the top-right corner and select Settings.
Go to Privacy, search, and services.
Under Clear browsing data, click Choose what to clear.
Check Cookies and other site data and Cached images and files.
Click Clear now. Disclaimer: Your browser automatically saves temporary internet files to help pages load faster. Clearing this cache will sometimes fix website issues. Please back up all your personal files first, such as Favorites, to ensure you do not lose data.
2. Check Your Network and Firewall Settings
Ensure that your firewall (including third-party firewalls) isn’t blocking the website.
Power cycle your network hardware:
Turn off your router and modem.
Wait for 30 seconds.
Turn them back on.
Test the website on a different network (e.g., mobile hotspot) to rule out local network issues.
3. Flush the DNS Cache
Press Win + R, type cmd, and press Enter.
In the Command Prompt (run as administrator if you have that authority), type the following command and press Enter: ipconfig /flushdns
4. Try a Different Browser. To determine if the issue is browser-specific, attempt to access the site using a different browser (e.g., Chrome or Firefox).
August 20, 2025
10:40 PM
Hi, I am trying to complete my 2024 taxes, but getting the error listed below. Back in April I have purchased the TurboTax 2024 Online Premium and uploaded tons of data. Then I did file for extension...
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Hi, I am trying to complete my 2024 taxes, but getting the error listed below. Back in April I have purchased the TurboTax 2024 Online Premium and uploaded tons of data. Then I did file for extension via TurboTax. Now I am ready to complete my filing, but cannot get in. Please help ; thanks Access Denied You don't have permission to access "http://myturbotax.intuit.com/sign-in?" on this server. Reference #18.[phone number removed]753965.a375bc1 https://errors.edgesuite.net/18.[phone number removed]753965.a375bc1
Topics:
August 20, 2025
10:40 PM
@rjs that's very helpful! thank you
August 20, 2025
10:28 PM
15 Cheers
Intuit also needs to realize that 43% of the US still uses Windows 10, and that 90% of the US doesn't have the money to upgrade their computers to be windows 11 compatible. What their IT depart...
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Intuit also needs to realize that 43% of the US still uses Windows 10, and that 90% of the US doesn't have the money to upgrade their computers to be windows 11 compatible. What their IT department needs to do is work with Microsoft and their paid for security updates, and get 2025 to work with windows 10. Listen IT people and forum mods, here's what will happen, most people want a desktop version for security reasons. Telling 43% of your userbase that you are going to discontinue something is not financially sound. It gives competitors a chance to gain a one up on you.
August 20, 2025
10:18 PM
A simple question. When filing a form 56 for the estate of a decedent, In part I, Identification: Do you enter both the EIN of the estate in the Identifying number box and his/her SSN in the Deceden...
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A simple question. When filing a form 56 for the estate of a decedent, In part I, Identification: Do you enter both the EIN of the estate in the Identifying number box and his/her SSN in the Decedent's social security no. box? This is specifically for the Estate 1041 not the individuals 1040.
August 20, 2025
10:10 PM
We can't see your tax return, but you must have entered something incorrectly or answered a question incorrectly somewhere along the line. The full amount that you converted should be on Form 1040 li...
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We can't see your tax return, but you must have entered something incorrectly or answered a question incorrectly somewhere along the line. The full amount that you converted should be on Form 1040 line 4b. Line 4b should not be zero.
In your original question you said "given the conversion to the Roth, we should not owe any taxes." That's not true. A conversion from a traditional IRA to a Roth IRA is fully taxable. (The only partial exception would be, as VolvoGirl said, if sometime in the past you made nondeductible contributions to the traditional IRA.)
You also said "Our 2023 tax return also shows this amount." But you have not told us where the amount that you converted appears on your tax return. It should be on line 4b, but you said that line 4b is zero. It's not clear what's on line 4a. If the amount is on line 4a, but line 4b is zero, then, again, you made a mistake in an entry somewhere.
Unless the amount that you converted is somewhere other than line 4a, the IRS is probably correct and you should follow the instructions in the IRS letter to pay the additional tax that you owe.