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a month ago
Thank you very much, best detailed instructions I have found for my husband's state pension from the UK. One follow up question - for Annuity, if his pension was taxed at the time of earning, do I se...
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Thank you very much, best detailed instructions I have found for my husband's state pension from the UK. One follow up question - for Annuity, if his pension was taxed at the time of earning, do I select no, and include the entire amount under: "Tax-free amount previously recovered"?
a month ago
It sounds like it is carrying over information from a prior year.
You can delete this. Go to Tax Tools on the left of your screen, then Tools, then select Delete a form. Choose the trash can n...
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It sounds like it is carrying over information from a prior year.
You can delete this. Go to Tax Tools on the left of your screen, then Tools, then select Delete a form. Choose the trash can next to Schedule M1RENT: Renter's Credit.
a month ago
What is a "joint employer check box"? - I don't see it.
a month ago
In TurboTax Online, follow these steps to view your state income tax return.
Down the left side of the screen, click on Tax Tools.
Click on Tools.
Click on View Tax Summary.
Click ...
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In TurboTax Online, follow these steps to view your state income tax return.
Down the left side of the screen, click on Tax Tools.
Click on Tools.
Click on View Tax Summary.
Click on State Tax Summary.
You may print or view your full tax returns prior to filing after you have paid for the software.
View the entries down the left side of the screen at Tax Tools.
Select Print Center.
Select Print, save or preview this year's return.
a month ago
I subscribed to Deductible Duck. Works a lot like the Intuit program did and you can import it into Turbo Tax
a month ago
Last week, I completed filling out my taxes for my deceased mother who passed last March (2025). She had made her first advanced payment of her 2025 taxes in February, rightly assuming she would be o...
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Last week, I completed filling out my taxes for my deceased mother who passed last March (2025). She had made her first advanced payment of her 2025 taxes in February, rightly assuming she would be owing taxes for the 2025 year based on the interest she was receiving from her bank accounts and lack of withholdings from her pension. After completing her taxes as her executor/representative (as specified in her will) and filling out Form 1310, I submitted her return to the IRS which included a refund based on her advanced payment to the IRS in February. On Friday after checking "Where's my Refund", I noticed the following message ! Action Required Please read the following information related to your tax situation. You may need to provide additional information to receive your full refund. We received your tax return and are reviewing it. If we need additional information, we'll mail a notice with further instructions. If you've already received a notice, please follow the instructions. If we determine no additional information is needed, we'll continue to process your refund. I have never received such a notice when filing my own taxes and I can only assume they want additional information (death certificate? Proof of representative to receive a refund?). I'm just guessing here but I want to be proactive with this. I don't think I missed anything since it was only 3 months of tax information and I received all of the tax statements from her employer and financial institutions, but still I was a bit surprised to see the correspondence. Any guidance would be appreciated. Thank you!
a month ago
A couple reasons it could be saying you need to upgrade…. You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5,...
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A couple reasons it could be saying you need to upgrade…. You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. Try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less. If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.
a month ago
Please clarify your question by adding some additional information so we may better help you. Such as; What version of TurboTax are you using? What confirmation are you referring to? Your tax refund...
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Please clarify your question by adding some additional information so we may better help you. Such as; What version of TurboTax are you using? What confirmation are you referring to? Your tax refund? Your fees? Were you able to complete the filing? What TurboTax screen are you on?
a month ago
My MacBook is still running Ventura. I tried updating to Sonoma but it won't let me. Does anyone have a solution besides buying a new laptop?
a month ago
Where do I input home sold and home purchased in Turbo Tax?
Topics:
a month ago
Please clarify your question by providing some additional information so we may better help you. Such as: What version of TurboTax are you using? Where in TurboTax does it say you have an amended tax...
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Please clarify your question by providing some additional information so we may better help you. Such as: What version of TurboTax are you using? Where in TurboTax does it say you have an amended tax return? What are you looking at to see this? Are you getting an error message regarding this? What are you preparing in TurboTax? Is it 2025 income tax return?
a month ago
How to create W2s and 1099 https://ttlc.intuit.com/community/forms/help/how-do-i-create-w-2-and-1099-forms-in-turbotax/00/25869 Quick Employer Forms FAQs https://quickemployerforms.intuit.com/f...
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How to create W2s and 1099 https://ttlc.intuit.com/community/forms/help/how-do-i-create-w-2-and-1099-forms-in-turbotax/00/25869 Quick Employer Forms FAQs https://quickemployerforms.intuit.com/faq.htm
a month ago
Topics:
a month ago
You may need to downgrade the version of the software you are using. Here's an article explaining how to downgrade. How do I downgrade to a different TurboTax Online product?
a month ago
Please clarify exactly what box you are trying to complete on your 1099-R and include as many details as you can so that we can help your with the best answer.
a month ago
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a month ago
Topics:
a month ago
1 Cheer
Yes, it's poorly worded. They are working on that section of the program. It's not clear if that particular question will be fixed.
"Is the recipient of the distribution the designated benefic...
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Yes, it's poorly worded. They are working on that section of the program. It's not clear if that particular question will be fixed.
"Is the recipient of the distribution the designated beneficiary?" Appears to be the category.
and
"Recipient is not designated beneficiary" is the actual question.
In your case, answer yes.
a month ago
Hi, Any update on when a fix may be available? In searching the support community, I've seen Feb 13th, and now some people are saying they've been told Feb. 20th. Still encountering the erro...
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Hi, Any update on when a fix may be available? In searching the support community, I've seen Feb 13th, and now some people are saying they've been told Feb. 20th. Still encountering the error today - Feb 16th - not accepting the Weil McLain QMID code of 46H2 on form 5695. I'm running Desktop Premier on a Mac. Thanks!