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October 8, 2025
8:24 AM
1 Cheer
You cannot get the child tax credit for children who do not have Social Security numbers. If your children have an ITIN, you could get the $500 credit for other dependents---a non-refundable credit...
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You cannot get the child tax credit for children who do not have Social Security numbers. If your children have an ITIN, you could get the $500 credit for other dependents---a non-refundable credit that can lower your tax due. If they do not have an ITIN, then there is no point in listing them on your tax return. You do not get any tax benefit from listing children with no ITIN or SSN on a tax return.
October 8, 2025
8:20 AM
Last year, the accountant we used had our children on our tax return, but did not claim the child tax credit, since they're not eligible without a SSN. Now, when I do not add them to the tax return, ...
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Last year, the accountant we used had our children on our tax return, but did not claim the child tax credit, since they're not eligible without a SSN. Now, when I do not add them to the tax return, it says I owe federal $4k. Why is that, since we didn't get the child tax credit last year and don't want to claim it this year either, we shouldn't owe them anything as far as I understand. Can I remove the 8812 form from my tax return? Will that help? Filing paper form so wan't to make sure I do it the right way.
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October 8, 2025
8:04 AM
I understand this is how the IRS does it but it makes no sense. Why not use a predicted number that's for the year actually in use? Anyway, you wouldn't need the number until tax filing time, so fo...
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I understand this is how the IRS does it but it makes no sense. Why not use a predicted number that's for the year actually in use? Anyway, you wouldn't need the number until tax filing time, so for example by 2025 filing deadline the 2024 value should be available. Why compare 2024 income to 2023 FPL? You should be eligible for the subsidy in the year that you use it.
October 8, 2025
8:04 AM
I am reviewing my estimated tax estimates for 2025, using TurboTax 2024. One of the screens asks for "Payments Made", Payment 1, Payment 2, etc. I applied my 2024 refund to 2025 Estimated Taxes. D...
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I am reviewing my estimated tax estimates for 2025, using TurboTax 2024. One of the screens asks for "Payments Made", Payment 1, Payment 2, etc. I applied my 2024 refund to 2025 Estimated Taxes. Do I include that 2024 refund amount in the Payment 1 field of Payments Made as I review / update estimated taxes? I do not see any mention of the refund applied in the screens of updating estimated taxes.
October 8, 2025
7:58 AM
So the trust has 5 beneficiaries. 3 that are the trustees. Renting to themselves or possibly through an s corp in the trust that they are controlling. What would define controlling? Income and t...
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So the trust has 5 beneficiaries. 3 that are the trustees. Renting to themselves or possibly through an s corp in the trust that they are controlling. What would define controlling? Income and tax returns? Thank you!!
October 8, 2025
7:54 AM
1 Cheer
Your response is so helpfule. I just resolved my client's issue and request by following your instructions and steps in your post. Thank you so much, CelBar! For California, I can verify that this a...
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Your response is so helpfule. I just resolved my client's issue and request by following your instructions and steps in your post. Thank you so much, CelBar! For California, I can verify that this also works in the online version of TTO 2024.
October 8, 2025
7:42 AM
@flyinhigh wrote:
Yes, I'm preparing my 2024 taxes and thank you for the helpful reply (I did not know about combining Roth IRA accounts (though I only have one)).
And, yes, I started 2024...
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@flyinhigh wrote:
Yes, I'm preparing my 2024 taxes and thank you for the helpful reply (I did not know about combining Roth IRA accounts (though I only have one)).
And, yes, I started 2024 with $5,000 of prior contributions and withdrew $7,000. So, I will enter zero for the *NET* regular Roth IRA contributions prior to 2024 because there are no *NET* (after subtracting the $7,000 withdrawal from the $5,000 of prior contributions) contributions left).
No, you missed the point. When preparing your 2024 tax return, the program should be asking separately for
prior net contributions (before 2024)
and then separately ask for 2024 contributions
and then ask for 2024 withdrawals (from the 1099-R)
If the program is not clear about the difference between prior contributions and current contributions, that could be re-worded.
If there are $5000 of prior contributions (from 2023 and before), then you need to enter that. It will affect the taxability of the withdrawal.
(However, it is worth nothing that, since your Roth IRA was opened more than 5 years ago, the prior contribution will only affect your taxes if you are under age 59-1/2. If you are over age 59-1/2, then your withdrawals are going to be tax-free regardless of the mix of contributions and earnings.)
October 8, 2025
7:40 AM
1 Cheer
Issue is ownership and conctrol. If you, as a beneficiary or a shareholder, own or control the entity, like the trust or the S corp, then if one of those entities rents to you it's a self-rental.
October 8, 2025
7:38 AM
What do you mean by "donations"? Do you mean "gifts"? Gifts aren't taxable nor reportable to the IRS by the recipient.
October 8, 2025
7:13 AM
Yes, I'm preparing my 2024 taxes and thank you for the helpful reply (I did not know about combining Roth IRA accounts (though I only have one)). And, yes, I started 2024 with $5,000 of prior co...
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Yes, I'm preparing my 2024 taxes and thank you for the helpful reply (I did not know about combining Roth IRA accounts (though I only have one)). And, yes, I started 2024 with $5,000 of prior contributions and withdrew $7,000. So, I will enter zero for the *NET* regular Roth IRA contributions prior to 2024 because there are no *NET* (after subtracting the $7,000 withdrawal from the $5,000 of prior contributions) contributions left).
October 8, 2025
7:09 AM
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October 8, 2025
6:52 AM
I’m curious if our trust rents the farmland to a beneficiaries business is it considered a self rental for the trust on schedule E and subject to the self rental rules? What if it rents to an S co...
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I’m curious if our trust rents the farmland to a beneficiaries business is it considered a self rental for the trust on schedule E and subject to the self rental rules? What if it rents to an S corp in the trust? Self rental rule and code it as a self rental on the 1040E as well?
October 8, 2025
6:49 AM
@xmasbaby0 Thank you for the reply. I should have been more clear. I'm just trying to "single-dip" appropriately at this point and correctly file my eligable expenses covered by the DCFSA. I am not...
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@xmasbaby0 Thank you for the reply. I should have been more clear. I'm just trying to "single-dip" appropriately at this point and correctly file my eligable expenses covered by the DCFSA. I am not seeking any additional deductions or credits. For evey year that I have had a DCFSA, and used it for childcare expenses, I have also filed form 2441 "Child and Dependent Care Expenses" listing qualified expenses for which I used the DCFSA funds. Turbo Tax has correctly identified that I have DCFSA contributions reflected in my W2, and provided a message in the income section of the application that I would be prompted to enter my eligable expenses in the Deductions & Credits section, but I was not. So I was looking for where I can enter these qualified expenses in the application, so they are reflected on form 2441 on my return.
October 8, 2025
6:48 AM
Great reply and very helpful - Thanks you!!
October 8, 2025
6:27 AM
October 8, 2025
6:15 AM
It wasn't a fraud attempt it's how TurboTax expert views your entire screen.
October 8, 2025
5:58 AM
As I previously stated, 'I just wanted to express my opinion of Windows 10 being cancelled'.
October 8, 2025
5:47 AM
this program should stop asking me when i say i dont have W-2's
Topics:
October 8, 2025
5:24 AM
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns...
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Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns quickly and some are very slow.
STATE RETURN
Make sure your state return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/
To track your state refund:
ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
October 8, 2025
5:23 AM
As stated above by Champ @Mike9241 , e-filing for 2023 is permanently closed. The only way to file your 2023 return is by mail. You have to print it, sign and date it in ink, and mail it in.
...
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As stated above by Champ @Mike9241 , e-filing for 2023 is permanently closed. The only way to file your 2023 return is by mail. You have to print it, sign and date it in ink, and mail it in.
We do not know why your e-file was rejected. Most rejections are for AGI. You only needed AGI to e-file, so that no longer matters. If it was rejected for a duplicate use of a SSN, that was "un-fixable" and you would have needed to mail the return last year anyway.
So---at this point---file it by mail.
You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it. But you can no longer use online software for any further changes.
Start a 2024 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
Online tax preparation and e-filing for 2023 returns is now permanently closed.
Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac (not to a mobile device).Then you need to print, sign and mail it.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe
If you already paid for your online software you can ask customer support for a download of the desktop software.
They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
If you are getting a refund, there is no penalty for filing late. If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe. Only the IRS will calculate this—TurboTax will not calculate it.
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.