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a month ago
Hi Turbotax expert, I am a bit confused if it is possible to e-file NY tax amend vs. paper amendment. In Turbotax, it said that that e-file is required by NY but also say that I have to file by ...
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Hi Turbotax expert, I am a bit confused if it is possible to e-file NY tax amend vs. paper amendment. In Turbotax, it said that that e-file is required by NY but also say that I have to file by mail since e-filling is closed for the season. Same question for CA amendment.
a month ago
What state? If your state has no state income tax, it is not in the drop down menu of Box 15 of form W-2. Just leave boxes 15-17 Blank, no spaces. Anything in box 17? If 17 is blank or 0 leave ...
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What state? If your state has no state income tax, it is not in the drop down menu of Box 15 of form W-2. Just leave boxes 15-17 Blank, no spaces. Anything in box 17? If 17 is blank or 0 leave boxes 15, 16 & 17 Blank, no spaces.
a month ago
@vetz76 wrote: My return isn't as complicated as it once was so I figure I'll keep doing it as long as my mind allows it! Yep, might as well.
a month ago
no one is being ripped off, if you missed the system requirements and bought the wrong s/w, you can request a refund here https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refund...
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no one is being ripped off, if you missed the system requirements and bought the wrong s/w, you can request a refund here https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US
a month ago
If you have a Mac you don't need to pay attention to the Windows requirements. Did you buy the Mac version or the Windows download? You can use the License Code for either one. If you first got t...
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If you have a Mac you don't need to pay attention to the Windows requirements. Did you buy the Mac version or the Windows download? You can use the License Code for either one. If you first got the Windows program you could have switched to Mac, if your Mac meets the requirements. You need Mac OS Sonoma 14 or later (newer). Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements But since you now have a Windows computer do you need help transferring from 2024 on your Mac? How to Transfer into the Windows Desktop program https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145 See this article on how to move your tax return to another computer……. https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128
a month ago
Increased tax deduction for seniors There’s an enhanced deduction for seniors up to $6,000 for individuals 65 and over for tax years 2025 through 2028. The deduction phases out at $75,000 and at $1...
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Increased tax deduction for seniors There’s an enhanced deduction for seniors up to $6,000 for individuals 65 and over for tax years 2025 through 2028. The deduction phases out at $75,000 and at $150,000 if you’re married filing jointley.
a month ago
Hello Thank you for your reply, sorry as I forgot something, I thought that I mention that the person who did the work for us is a US citizen with a valid SSN, but he lives overseas and he files ta...
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Hello Thank you for your reply, sorry as I forgot something, I thought that I mention that the person who did the work for us is a US citizen with a valid SSN, but he lives overseas and he files taxes every year (he does not have a US physical address anymore as his address is in UAE now) we still need to give him a 1099 NEC. The question: which address we need to put on the 1099? Thank you
a month ago
Thank you Amy C. I have not yet applied for the Medicaid waiver but do plan to do so next week I heard it takes some time to get approved though but my son is disabled and will always need caregiving...
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Thank you Amy C. I have not yet applied for the Medicaid waiver but do plan to do so next week I heard it takes some time to get approved though but my son is disabled and will always need caregiving so I’ll wait for it to be approved.
a month ago
Did you file and then amend in the Online version? There is only 1 returns saved. It should only be the amended return. When you amend it saves over the orginal return. Did you use the same ...
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Did you file and then amend in the Online version? There is only 1 returns saved. It should only be the amended return. When you amend it saves over the orginal return. Did you use the same account to amend in? Did you download the file ending in .tax2024 to open in the Desktop program? Did you use the Standard version? Standard is a Canada version. This is the USA forum. Here is the Canada forum https://turbotax.community.intuit.ca/tax-help
a month ago
My original reply applies to #1 and #2 without modification. As for question #3, you are correct that for a taxable rollover funds from the traditional 401(k) directly to a Roth IRA, Form 8606 is...
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My original reply applies to #1 and #2 without modification. As for question #3, you are correct that for a taxable rollover funds from the traditional 401(k) directly to a Roth IRA, Form 8606 is not involved and has no effect on the calculation taxable amount of the traditional IRA to Roth IRA conversion. For a direct rollover from a traditional 401(k) to a Roth IRA, make sure that the 401(k) plan understands that the destination account is a Roth IRA so that they show the correct taxable amount in box 2a of the Form 1099-R.
a month ago
Same and a year later I still haven’t received my taxes .
a month ago
I filed a 2024 standard tax filing and then I filed a Tax amendment for the same year. I have uploaded the standard 2024 file but do not know how to upload 2024 amendment file. Any help in this matt...
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I filed a 2024 standard tax filing and then I filed a Tax amendment for the same year. I have uploaded the standard 2024 file but do not know how to upload 2024 amendment file. Any help in this matter will be appreciated. Regards Amratlal
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a month ago
See this TurboTax support FAQ for amending a state tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-amend-state-return/L3hGFyaPp_US_en_US?uid=lxxu6xbn
a month ago
Form 982
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a month ago
2 Cheers
I had the same problem, so I just closed Turbo Tax, then reopened it and now the tax return I wanted to transfer showed up in the box to select it. It worked!!!
a month ago
3 Cheers
Well, I'm getting older and may not want to deal with it myself, I've used TT for over 20 years and have always done my own taxes. I do have a brother-in-law who is an Enrolled Agent and he did my 1...
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Well, I'm getting older and may not want to deal with it myself, I've used TT for over 20 years and have always done my own taxes. I do have a brother-in-law who is an Enrolled Agent and he did my 1026 and K1 for a partnership I and my partner sold in 2022. My return isn't as complicated as it once was so I figure I'll keep doing it as long as my mind allows it!
a month ago
Ok, so this is going to be a little long to explain.. When COVID hit, I had applied for unemployment on my business that I had literally just started. Well, time went by, and I sold my condo, separa...
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Ok, so this is going to be a little long to explain.. When COVID hit, I had applied for unemployment on my business that I had literally just started. Well, time went by, and I sold my condo, separated from my husband, and was going from hotel to hotel, so I had no permanent address, until I did. Moved into my house in November of 2020, and in April the following year, I received a letter from unemployment asking if i was going to continue my benefits and if i was to ... so I called them, by the end of the phone call with them I had $22,000 and some change in my account and then from April to September I received a payment every week. Now, when all was said and done i filed taxes with my husband and the tax girl told me I did not have to file taxes on the unemployment. Ok, she would know right..? Some time late,r I received a letter from IRS and Unemployment saying that we owe them $4,000 and some change in taxes for the unemployment, and Unemployment sent me a letter saying I was not supposed to receive benefits and that i owe them that money back. No theyre saying I owe them $16,700 in overpayments, and the IRS wants the $4000 in taxes from the unemployment that was not filed. How is it that they can do that ? If there were no unemployment, there'd be no taxes. If I have to pay unemployment back, I am not paying the IRS or vice versa. I am not paying both of them back. Am I right? And how is it that they can pull this bcuz they have already started garnishing my tax refund !! Please give me some advice or information, or even let me if I am wrong
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