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4 weeks ago
Were you ever able to download the software?
4 weeks ago
I think the situation is a bit more nuanced than just standard vs. itemized. The "and deducted your state income tax on your 2023 return" is the important point. For example, if your Schedule A ded...
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I think the situation is a bit more nuanced than just standard vs. itemized. The "and deducted your state income tax on your 2023 return" is the important point. For example, if your Schedule A deductions for state/local taxes were SALT limited, then you could have still itemized deductions and not actually deducted any state income taxes because the full $10K deduction taken was from other taxes, e.g., property, not income. In this case, the $400 rebate would not be taxable. Agree?
4 weeks ago
Your employer's EIN will be on your current and past W-2s. You might want to try using the Auto-Import function. For tax-exempt organizations, you can find the EIN using the IRS Tax Exempt Organiz...
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Your employer's EIN will be on your current and past W-2s. You might want to try using the Auto-Import function. For tax-exempt organizations, you can find the EIN using the IRS Tax Exempt Organization Search tool.
4 weeks ago
Under $10 no 1099 INT will be issued
Topics:
4 weeks ago
To post estimated tax payments for 2025
Open TurboTax
Under Federal
Select Deductions and Credits
Scroll down the list to Estimates and Other Taxes Paid
Select Estimated Tax Payme...
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To post estimated tax payments for 2025
Open TurboTax
Under Federal
Select Deductions and Credits
Scroll down the list to Estimates and Other Taxes Paid
Select Estimated Tax Payments from the drop down
On the new drop down choose Federal estimated taxes for 2025 (Form 1040-ES)
Did you pay federal estimated taxes for 2025? - YES
Where do I enter my estimated tax payments?
4 weeks ago
If you have multiple 1099's from the same bank with the same Payer ID, you can enter the combined totals in TurboTax. Many prefer to enter individually for tracking purposes, but the total for each ...
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If you have multiple 1099's from the same bank with the same Payer ID, you can enter the combined totals in TurboTax. Many prefer to enter individually for tracking purposes, but the total for each bank is combined in TurboTax.
Here's more discussion on entering combined totals for 1099-Div's.
@tastebuddy
4 weeks ago
Federal>Wages & Income>Wages & Salaries (W-2)>Revisit
4 weeks ago
@jameswmoses Yes, when I was working on examples of the Maryland two-income exemption, I was using the online version of TurboTax.
Since the download version must be paid for "up front". that d...
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@jameswmoses Yes, when I was working on examples of the Maryland two-income exemption, I was using the online version of TurboTax.
Since the download version must be paid for "up front". that does give some leeway in being able to check on specific forms in your return. Because the online version only requires the payment after the return has been completed, that prevents the forms from being seen until the service had been paid for.
I tried yet another example, using only IRA's, Interest and Social Security income and the two-income subtraction came out at $1,200 for that example. Without knowing the specifics of the income you have (please do not share them in this forum), it makes it difficult to diagnose why the income subtraction is not working correctly for you.
I recommend that you try contacting TurboTax, using the following link: TurboTax contact information
4 weeks ago
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
4 weeks ago
No, you don't need to report that the previously reported interest was under a different social security number. Just report the interest that has accrued since she passed as you were going to and y...
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No, you don't need to report that the previously reported interest was under a different social security number. Just report the interest that has accrued since she passed as you were going to and you're set.
However, make sure that you retain all of the records related to the bonds so that if any questions arise later you're able to prove that everything is ok.
4 weeks ago
It depends. Before you resubmitted did you goes through Step 2 of the File section? Did you have the option to select Refund Advance again?
As long as you still meet the eligibility requiremen...
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It depends. Before you resubmitted did you goes through Step 2 of the File section? Did you have the option to select Refund Advance again?
As long as you still meet the eligibility requirements, you can select to apply for a Refund Advance.
4 weeks ago
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
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To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button
4 weeks ago
That information will be on your W-2----which the employer has until January 31 to issue. TurboTax cannot get the EIN for you.
W-2’s come from employers. There is not a federal or national...
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That information will be on your W-2----which the employer has until January 31 to issue. TurboTax cannot get the EIN for you.
W-2’s come from employers. There is not a federal or national website that provides W-2’s. If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.
W-2's come from your employer, and they have until January 31 to issue it. Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. 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.
4 weeks ago
Topics:
4 weeks ago
A ROTH IRA conversion is entered off of the Form 1099-R that you receive reporting the distribution from your traditional IRA. You enter that in the Wages and Income section, then Retirement Plans an...
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A ROTH IRA conversion is entered off of the Form 1099-R that you receive reporting the distribution from your traditional IRA. You enter that in the Wages and Income section, then Retirement Plans and Social Security, then 1099-R, IRAs, 401-K, early withdrawals. I believe you may be in the Deductions and Credits section where you enter IRS contributions.
4 weeks ago
1 Cheer
Yes, I saw that. But how do we change our answer to elect not to sign up for the Trump accounts?
4 weeks ago
Where do you want to get back to and are you using TurboTax Desktop or TurboTax Online? You can click on any menu item in the left panel (TurboTax Online ) or at the top of the screen (TurboTax Des...
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Where do you want to get back to and are you using TurboTax Desktop or TurboTax Online? You can click on any menu item in the left panel (TurboTax Online ) or at the top of the screen (TurboTax Desktop) to exit the section you are in. @LRC11
4 weeks ago
1 Cheer
This work around allows access to the form, but does not populate on the interview side as anything other than showing the deduction credit in the refund. I bought this program so I wouldn't fill ou...
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This work around allows access to the form, but does not populate on the interview side as anything other than showing the deduction credit in the refund. I bought this program so I wouldn't fill out forms incorrectly by answering the interview questions. Is TurboTax no longer a successful tax preparation program? Did I waste my money on something that I have to use work arounds on?
4 weeks ago
What do you mean by Reset? You have the option to Clear and start over.
Log back into TurboTax
Select an Item like Personal Info from the center listing
Then click on Preview/Edit or C...
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What do you mean by Reset? You have the option to Clear and start over.
Log back into TurboTax
Select an Item like Personal Info from the center listing
Then click on Preview/Edit or Continue
This will turn on the left side menu
In the bottom left choose Switch Products
Then select Clear and Start Over
4 weeks ago
When it provides the schedule for me to note my coverage throughout 2025, it confirms I am within the pro-rated amount and ignores the last-month rule if I choose "NOV" instead of "DEC". If I say I...
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When it provides the schedule for me to note my coverage throughout 2025, it confirms I am within the pro-rated amount and ignores the last-month rule if I choose "NOV" instead of "DEC". If I say I did not have HDHP coverage for DEC 2024 it also ignores the last-month rule for 2025. I agree that it should not matter, but because I had a lapse in coverage in 2025 and coincidentally started a HDHP in DEC 2025 it's trying to claim I neglected to maintain the testing period for the last-month rule for 2024-2025. I can tell you my 2024 8889 is blank for boxes 18, 20, and 21. For 2025 when it says I owe $346, on my 1040 Schedule 1 it shows that amount in boxes 8f, 9, and 10. It also includes the amount on form 8889 in boxes 18 and 20, with 35 in 21. I've included screenshots from the smart work sheet for boxes 3 and 18 on form 8889. When I complete the wizard online, it shows I have "Self-only" selected for JAN 2024. I don't know why it is disappearing and causing this.