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4 weeks ago
You don't get your advance until your return is accepted. The earliest that can be is 1/26 when the IRS opens e-filing
4 weeks ago
if you took out an advance or loan, it will come out of your Federal refund.
4 weeks ago
4 weeks ago
You don't qualify for what?
4 weeks ago
pretend you got a 1099B. For the Financial institution's name, you can use Gold Bars. It goes nowhere. for type it would either be C or F. Proceeds and costs not reported to the IRS. C for short-ter...
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pretend you got a 1099B. For the Financial institution's name, you can use Gold Bars. It goes nowhere. for type it would either be C or F. Proceeds and costs not reported to the IRS. C for short-term; F for long-term
4 weeks ago
RETIRE $2345
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4 weeks ago
@ danvickie wrote: Apparently I clicked on Federal only. How can I change that You should explain what that means. Otherwise we have to start guessing. What were you doing and where? Sin...
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@ danvickie wrote: Apparently I clicked on Federal only. How can I change that You should explain what that means. Otherwise we have to start guessing. What were you doing and where? Since the title of this thread mentions Costco, were you trying to purchase TurboTax desktop software from Costco and chose the Deluxe Federal only, instead of the Federal + State version?
4 weeks ago
You don't have to have a 1099-B to enter your capital gains. Choose the option to enter the form/data manually and you will be able to enter the necessary details to calculate your capital gains ta...
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You don't have to have a 1099-B to enter your capital gains. Choose the option to enter the form/data manually and you will be able to enter the necessary details to calculate your capital gains tax. Then select OTHER. On the BROKER NAME screen, you can enter anything that helps you reference the transaction.
Then on the Type of Investment option - select COLLECTIBLE. Then you will be able to enter the sale information.
4 weeks ago
Apparently I clicked on Federal only. How can I change that
4 weeks ago
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4 weeks ago
Apparently an update was done this morning 1/22 and it works for the desktop version. I checked it out and got all my info added in, so desktop version is working now.
4 weeks ago
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4 weeks ago
H&R Block is very comparable and re-entering my name and address wasn't that bad.
4 weeks ago
@AllenHerkamp wrote: I need it now! Please. See my long comment to you above about how to find and download a 2024 return that was prepared in Online TurboTax. While those steps I provide...
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@AllenHerkamp wrote: I need it now! Please. See my long comment to you above about how to find and download a 2024 return that was prepared in Online TurboTax. While those steps I provided above should allow you to find and get the 2024 PDF for an online return, there is another option, if your loan company will accept it, and if you have an online IRS account, which is to download the 2024 tax return transcript from your IRS account. That's not a copy of the actual return, but is sort of a short-hand version. But some loan companies will take that; you'd have to ask them. https://www.irs.gov/individuals/get-transcript If you haven't established an IRS online account, it's a little bit tedious since it involves first establishing a linked log-in verification method called an ID.me account. So I would first try to find and download the actual return from your online TurboTax account using my previous steps.
4 weeks ago
Obviously all the info is entered, and entered correctly. (Type, # of units, name, date acquired, date sold, proceeds, cost - each and every field is filled, and filled correctly and completely with ...
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Obviously all the info is entered, and entered correctly. (Type, # of units, name, date acquired, date sold, proceeds, cost - each and every field is filled, and filled correctly and completely with no errors. There is literally nothing left blank or with any errors.)
4 weeks ago
@Curt14 wrote: Vacation loss Limitation, as I use this property myself for some weeks each year. In the 2025 Schedule E worksheet, a total amount of Depreciation Carryover is listed in colu...
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@Curt14 wrote: Vacation loss Limitation, as I use this property myself for some weeks each year. In the 2025 Schedule E worksheet, a total amount of Depreciation Carryover is listed in column "a"--don't know where this value is stored in the program--but the program lists only "$0" in column "c" as the amount to be entered onto the 2025 Schedule E, and the full mount of Depreciation Carryover is recorded in the Vacation Loss Limitation Column, column "d". Ah, okay, Vacation Home limits make sense for a depreciation carryover. To start off with, what are the number of rental days and the number of personal days in 2025? If the number of days in 2025 DON'T classify the home as a "Vacation Home" ... I would need to research if the suspended Vacation Home carryovers are able to be used or if they are able to be applied when it is NOT classified as a "Vacation Home" this year.
4 weeks ago
Re: TT Desktop 2025 Has anyone found a workaround this major, critical, roadblock bug where for 1099-B/1099-DA type of entries that are entered manually, transaction by transaction, all can be en...
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Re: TT Desktop 2025 Has anyone found a workaround this major, critical, roadblock bug where for 1099-B/1099-DA type of entries that are entered manually, transaction by transaction, all can be entered using the usual very clunky interface, but then when done each and every line is tagged as "needs review". But of course clicking on it and editing does not provide any way to fix it. The problem appears to be that Intuit has removed the description line from user entry (perhaps because it was to be autogenerated based on asset symbol/name and share #?), yet has not put in any code to automatically generate it. That leaves TT error checking stuck, as it expects a description, which is blank for all the entries. The user is left with no way to enter a description, no matter how they try. As usual, Intuit has used some cut rate (likely AI) "developers" and hasn't done any QA on the product before rolling it out. Has anyone found a workaround here? Or is there any way to reach a human being at Intuit and force them to stop stalling and instead acknowledge and fix this major, roadblock issue?
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4 weeks ago
W-2's come from employers. Contact your employers and ask for copies.
You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send you...
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W-2's come from employers. Contact your employers and ask for copies.
You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.
Other ways to get W-2’s:
You can get a wage and income transcript from the IRS: It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received. It will not, however, show your state information. It will only show the federal information.
https://www.irs.gov/individuals/get-transcript
Pay Social Security $62 per tax year for your W-2’s.:
https://faq.ssa.gov/en-US/Topic/article/KA-02501
You cannot change the tax year. The current online program is for 2025 only. Only a 2025 return can be prepared online and only a 2025 return can be e-filed.
Online preparation and e-filing for 2022, 2023, and 2024 is permanently closed.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
To file a return for a prior tax year
If you need to prepare a return for 2022, 2023, or 2024 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
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 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.
4 weeks ago
The easiest way is to try to get it from your employer. If you have an IRS Account, the form may be available in your account. The last option would be to pay for a copy from the Social Security ...
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The easiest way is to try to get it from your employer. If you have an IRS Account, the form may be available in your account. The last option would be to pay for a copy from the Social Security Administration.
Get your tax records and transcripts from the IRS