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Thank you @DaveF1006 ,  Your suggestion works in execution, but when I completed the return Turbo Tax states that "Returns with a negative amount on Other Income are not eligible for electronic fili... See more...
Thank you @DaveF1006 ,  Your suggestion works in execution, but when I completed the return Turbo Tax states that "Returns with a negative amount on Other Income are not eligible for electronic filing". Is there another method?   It's disappointing that Turbo Tax made this change, it was much simpler (and clearer) to have the ability to mark the income as Not Attributable to NJ.
If you are still having the issue, please follow the instructions in the link below, whether you are using TurboTax Online or the Desktop version. How do I file my return by mail?  
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... See more...
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
TurboTax is free only for very simple returns, and once you add certain forms like a 1099-NEC, itemized deductions, or certain credits, the IRS requires more detailed schedules, which moves you into ... See more...
TurboTax is free only for very simple returns, and once you add certain forms like a 1099-NEC, itemized deductions, or certain credits, the IRS requires more detailed schedules, which moves you into a paid version.   The benefit is that TurboTax walks you through those complex rules, does the calculations automatically, and helps reduce errors compared to filing on your own.    You can review what triggered the charge under Tax Tools → Tools → My Fees, so you know exactly what you’re paying for.
Can you clarify the situation? Do you live in CT? If not, what state do you live in? Is this personal property tax (Like a Car) Or is it real estate tax? What association does CT hav... See more...
Can you clarify the situation? Do you live in CT? If not, what state do you live in? Is this personal property tax (Like a Car) Or is it real estate tax? What association does CT have with the tax?
You may group these countries into one entry by entering "various". This is acceptable by the IRS and negates the need to report these one country at a time.
it is asking me for a state to list for my muni-bond exempt interest dividends
Last year I filed Federal using TT24 for Mac and my return was rejected by IRS after a clean review prior to e-filing. Claim was "information on Form 8962 PTC Credit for Healthcare does not match wha... See more...
Last year I filed Federal using TT24 for Mac and my return was rejected by IRS after a clean review prior to e-filing. Claim was "information on Form 8962 PTC Credit for Healthcare does not match what IRS has on file" Further review found that TT did not populate[or ask for] the "covered individuals" information on the 1095A that was filed with my return. I found the same issue this year in TT25 of Mac but I was able to enter the missing information manually to avoid it being rejected by IRS again this year. Additionally, TT25 did not inform me prior to filing that IRS has phased out issuing paper refund checks by mail. I received a CP53E informing me that I needed to create an ID.Me account if I wanted my refund. Bank account/routing info can be entered directly on the 1040 form but TT25 did not prompt for it. Please look into these issues.
@stevecripe57  I am sorry for your loss.  A call to your bank branch, might be able to provide you at least a contact/phone number based ont he direct deposits. Did your wife, by any chance,  have ... See more...
@stevecripe57  I am sorry for your loss.  A call to your bank branch, might be able to provide you at least a contact/phone number based ont he direct deposits. Did your wife, by any chance,  have an IRS.gov login? It utilizes IDME. If she doesn't, You should create one. >IRS.gov >Create new account ( USE IDME LOGIN) >Create a username >Create a password Enter all pertinent information about your wife that is asked- IE; Social Security number, DOB, and a cellphone# and/or email address Use yours if no longer available.  It might ask for a state/federal ID to be uploaded- if it does, then to that.  It will send a code to the phone or the email provided. If this works... Once in the site. go to IRS TRANSCRIPTS- Specifically the Wages and Income transcripts for year 2025. This will show all income reported under her SS#. Even though she is deseased. If the IRS doesnt have the information you require. Step 2 Create a My SSA account on Social Security Administration. Same as above- Using IDME. If this is a form of payment from a pension/retirement... The 1099 SA should be in the Tax documents tab.   I think the IRS will be your best outcome as all income is reported via SS#'s and available via the Transcripts.  I hope everything turns out ok for you.   PS. Companys that do not send out, income reporting forms to any person that recieved such income(s) is in IRS violation of late filing or non filing, and can be fined.
The IRA Information Worksheet is  for record-keeping .  There will be no change to your return if you don't fill it out. It is intended to track your non-deductible contributions.  It isn'... See more...
The IRA Information Worksheet is  for record-keeping .  There will be no change to your return if you don't fill it out. It is intended to track your non-deductible contributions.  It isn't required in your tax return. However, it's crucial for avoiding double taxation on future withdrawals. 
I had purchased EPD which is a LP and forgot about the K-1 coming.
I received a K-1 that had the Final K-1 box checked. The packet included a Sales Schedule with 2 entries. They have different sales dates. Since this is a final K-1,  turbotax will ask for the Sales ... See more...
I received a K-1 that had the Final K-1 box checked. The packet included a Sales Schedule with 2 entries. They have different sales dates. Since this is a final K-1,  turbotax will ask for the Sales Dates (Puchase and Sale) but only for one sales entry. How do I enter the 2nd one? Looking at the 1099-B there are many purchase dates for the same sale date. I assume this is some kind of grouping. How do I specify the     purchase dates?
Does anyone know if TurboTax is actually working on a fix?  I can't find anywhere to submit a ticker or error notification, and I don't know if they monitor this community feed and use the posts to t... See more...
Does anyone know if TurboTax is actually working on a fix?  I can't find anywhere to submit a ticker or error notification, and I don't know if they monitor this community feed and use the posts to trigger an alert and prioritize an update.  We have a few weeks before needing to file, which should be plenty of time to fix this but ONLY IF they are actually working on it?
Thanks!  This is helpful.  However, I'm still having trouble figuring out where this income from plain ol' checks goes in TurboTax.  Under "Let's check for other situations," I marked religious emplo... See more...
Thanks!  This is helpful.  However, I'm still having trouble figuring out where this income from plain ol' checks goes in TurboTax.  Under "Let's check for other situations," I marked religious employment.  Then Nonclergy (since he is not ordained yet).  But then it asks how to calculate the Social Security  and Medicare taxes and gives me 3 options, none of which apply: 1) Pay self-employment tax on this W-2 income 2) Social Security and Medicare taxes have already been withheld 3) This income is exempt from self-employment tax because I have an approved Form 4029 We didn't receive W2s (just checks), no taxes have been withheld of course, and we aren't exempt, either.  I'm not sure how to get to the Schedule C to fill it out that way.  What now?  
 I had another question pertaining to the Massachusetts return.  On the Mass screen "taxable IRA/Keogh Distributions" it asks in the 1st box "other contributions previously taxed by Massachusetts" ... See more...
 I had another question pertaining to the Massachusetts return.  On the Mass screen "taxable IRA/Keogh Distributions" it asks in the 1st box "other contributions previously taxed by Massachusetts" and the 2nd box asks "total distributions received in previous years".   I have only taken one other distribution from this IRA before in 2022.  Again, I converted the money received to a Roth IRA.  So, when I filled out the 2nd box this year, I filled in the box the amount of that original distribution.  Next year I will add that amount and this year's distribution to get a total in put that in the 2nd box.  For the 1st box on the screen, I assume it is only amounts of NON DEDUCTIBLE contributions and would remain 0.00 since I was never taxed on a "contribution" to an IRA since I have been living in Massachusetts.  Also going forward Box 1 would always be 0.0 in my case?  I never contributed to an IRA while living in Massachusetts. Of course, this year and in 2022 I was and going to be taxed on a distribution   Am I reading this correctly for filling in both boxes? Thanks.
Thank you, @PatriciaV  I think that solves my problems on the 1041.  I just went ahead and mailed the LLC 1065s due to the charitable gift form error.  I am wondering though if when I go to efile th... See more...
Thank you, @PatriciaV  I think that solves my problems on the 1041.  I just went ahead and mailed the LLC 1065s due to the charitable gift form error.  I am wondering though if when I go to efile the trust 1041 if that bug will impact that or if it was just affecting 1065s?  Or if it has been fixed yet.