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How to get a copy of a SSA-1099 Get tax form (1099/1042S) | SSA
Go on the Social Security website and request one.  Go to www.ssa.gov  You have to create an account with a user name and password. https://www.ssa.gov/myaccount/replacement-SSA-1099.html https:/... See more...
Go on the Social Security website and request one.  Go to www.ssa.gov  You have to create an account with a user name and password. https://www.ssa.gov/myaccount/replacement-SSA-1099.html https://www.ssa.gov/onlineservices/ https://www.ssa.gov/myaccount/
If you are working as an independent contractor you can enter business expenses on your Schedule C.   If you are a W-2 employee, you cannot deduct job-related expenses on a federal tax return. ... See more...
If you are working as an independent contractor you can enter business expenses on your Schedule C.   If you are a W-2 employee, you cannot deduct job-related expenses on a federal tax return. W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses  
Providing an ID is not required when filing your (federal) tax return.  Your ID is used to verify your identity and speeds up the processing time for your tax return.  You can prepare your 16 year ol... See more...
Providing an ID is not required when filing your (federal) tax return.  Your ID is used to verify your identity and speeds up the processing time for your tax return.  You can prepare your 16 year old's tax return as you normally would and skip the section where it asks for the ID information.  Here's a helpful link regarding this subject:   Why are you asking for my driver's license or state ID? Additionally, some states are picky (i.e. New York) and want an ID to be able to e-file the state return, if you live in a state that requires an ID, you will need to mail the state return.
You can enter the 1099 amounts in the forms mode while you are waiting. 
Has the TurboTax date changed again for today's 1099-R update? My company just changed from Vanguard to Fidelity in administrating my 401-K where the first week of January the blackout period didn... See more...
Has the TurboTax date changed again for today's 1099-R update? My company just changed from Vanguard to Fidelity in administrating my 401-K where the first week of January the blackout period didn't end as planned but slipped to "the week of the 18th" (meaning really up to the 24th) but we just received another notice today it is going to slip again to "the week of the 25th" (meaning really up to the end of January). Meanwhile my unconverted to ROTH After-Tax contributions (three of them) for January (a.k.a. Mega Back Door ROTH) is getting penalized every day by IRS because of Vanguard and Fidelity pointing the finger at each other in blame. I have a finger to pointing at both of them for letting me get screwed by IRS and neither one of them cares. I going to roll my money out it someone who cares, my nephew who is my financial advisor.
It is too late for the stimulus payments from tax years 2020 and 2021.  There have been no federal stimulus payments since tax year 2021.
latest estimate from Intuit rep here in other threads is "There should be an update that will resolve this in the late afternoon on Friday. " (which could mean Saturday to get the s/w update - and th... See more...
latest estimate from Intuit rep here in other threads is "There should be an update that will resolve this in the late afternoon on Friday. " (which could mean Saturday to get the s/w update - and these type of dates can still change)   https://ttlc.intuit.com/community/retirement/discussion/when-will-desktop-form-1099r-be-ready-for-input/00/3730411?relatedcontent=3730653
Thanks for replying!   I found even through I put adjustments as 0 as in your screenshot. I am still seeing the all deduction interest as the carryover from Sch E.  If I put the correct interest... See more...
Thanks for replying!   I found even through I put adjustments as 0 as in your screenshot. I am still seeing the all deduction interest as the carryover from Sch E.  If I put the correct interest number into the adjustment, then end of the deduction section, it will give me the interest carried over from Sch E + the adjustment number. Somehow the carried over amount from Sch E can not be overrided.   
I personally contributed to my HSA, but as soon as I enter that info into this section it says I have excess funds, but that isn't the case.
There may be a variety of reasons why the QBID is no longer populating.  Did you have any business losses in the previous year(s) that may cause a QBI Loss carryover that is offsetting any income bei... See more...
There may be a variety of reasons why the QBID is no longer populating.  Did you have any business losses in the previous year(s) that may cause a QBI Loss carryover that is offsetting any income being used for the QBID calculation? Are there any current-year business losses that are offsetting this business income, thus wiping out the QBID?   Another possibility is that your taxable income before QBID, minus any capital gains during the year is zero, which will ‌result in zero QBID for the year.  To test this out, try increasing your Income from the Piano Lessons in TurboTax and review your tax return summary to see if QBID gets applied.  If you now show the QBID, then you found your answer.  Form 8995 shows how the QBID is calculated.
When you are entering information in MY INFO, one of the screens titled "uncommon situations" asks if you (or your dependent) were a student.   That is where you can indicate whether you were a full-... See more...
When you are entering information in MY INFO, one of the screens titled "uncommon situations" asks if you (or your dependent) were a student.   That is where you can indicate whether you were a full-time student.
latest estimate from Intuit rep here in other threads is late Friday (which could mean Saturday - and these type of dates can still change).  yes, a lot of people are waiting on it.   https://ttlc.... See more...
latest estimate from Intuit rep here in other threads is late Friday (which could mean Saturday - and these type of dates can still change).  yes, a lot of people are waiting on it.   https://ttlc.intuit.com/community/retirement/discussion/when-will-desktop-form-1099r-be-ready-for-input/00/3730411?relatedcontent=3730653
Hi Mike,   Sorry for the delay in responding to what you wrote.    I wasn't very clear. Yes, the IRS doesn't require the details, but to make it easier, TurboTax (which I know is a separate compa... See more...
Hi Mike,   Sorry for the delay in responding to what you wrote.    I wasn't very clear. Yes, the IRS doesn't require the details, but to make it easier, TurboTax (which I know is a separate company) does show by subcategory what was entered the prior year. So, if Quicken were to provide subcategories, that would make it easier to import into TurboTax.    Here's an example of a subcategory that TurboTax uses: Prescription drugs, X-rays, doctors, dentists, and so on. Quicken also has subcategories, so to my way of thinking, if Quicken has subcategories and TurboTax uses subcategories, then let's have Quicken export by subcatgory and not just jumble all the data together.   Finally, as more and more of us get older, our medical expenses become large and using subcategories will make it easier to spot anomalies between what is being imported this tax year versus seeing what what used last year.
I just came across this bug.....several months later and still appears it has not been fixed.
how do I access my2025 SSA. I got one in2024 and my wife got her 2025 SSA-1099 fast week. How do I access my SSAA-1099 /