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You may consider signing up for TurboTax Expert Assist Business, which provides unlimited expert help as you work on your return. A TurboTax Business Expert will be able to walk you through this proc... See more...
You may consider signing up for TurboTax Expert Assist Business, which provides unlimited expert help as you work on your return. A TurboTax Business Expert will be able to walk you through this process and answer any questions you may have.
Form 8915-F is always one of the last forms to be finished.  You can look it up here. https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/irs-forms-availability-table-turbotax-indi... See more...
Form 8915-F is always one of the last forms to be finished.  You can look it up here. https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/irs-forms-availability-table-turbotax-individual/L0JQ1PHNW_US_en_US
Si TurboTax no acepta el AGI, cambia el AGI a cero.  Es posible que debido al cambio al SSN, el AGI no esta cuadrando.   Le comparto liga que da mas informacion sobre el AGI: ¿Dónde corrijo ... See more...
Si TurboTax no acepta el AGI, cambia el AGI a cero.  Es posible que debido al cambio al SSN, el AGI no esta cuadrando.   Le comparto liga que da mas informacion sobre el AGI: ¿Dónde corrijo mi AGI en TurboTax Online? ¿Dónde ingreso el AGI del año anterior en TurboTax?  
@jorge-e-lopez-11 wrote: I used it in roughley 32 days and it was from an IRA. But I did the withdraw in 2025 and did the purchase in 2026 so I want to make sure I can claim it in 2025 taxes. I ... See more...
@jorge-e-lopez-11 wrote: I used it in roughley 32 days and it was from an IRA. But I did the withdraw in 2025 and did the purchase in 2026 so I want to make sure I can claim it in 2025 taxes. I took out 30k, how do I make sure the 10k credit is applied?   Thanks,   Jorge Lopez Yes, you can claim the exclusion on the first $10,000 even if the transaction straddled the new year.  The withdrawal must be from an IRA (not a qualified workplace plan) and the purchase must be completed within 120 days of making the withdrawal.  Remember, you will owe income tax on the entire amount, and a 10% penalty on everything over $10,000 unless you are older than age 59-1/2.  When you enter the 1099-R for the withdrawal, there will be a followup page of questions that says something like "let's see if you qualify for any special circumstances that will lower your penalty" and there should be a box to check for first time homebuyer. 
Technically the New York State Inflation Refund Check is NOT a refund of property tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2... See more...
Technically the New York State Inflation Refund Check is NOT a refund of property tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2023 income. It is based on the Taxpayer's income for tax Year 2023 regardless of whether they itemized or used the standard deduction.   It is not taxable on the state return, but is taxable on your federal return. There is no good place to enter this 1099-G in the TurboTax program since entering it as "other income" for the Federal return would require you to subtract that amount of other income from your New York return.  This is the first year New York has issued a payment like this.   I suggest the 1099-G for the New York State Inflation Refund Check be entered as a New York State refund in the TurboTax program. Select the "Tax return year" on the "Tell us about the refund you received in 2025" as TAX YEAR 2023 Enter zero for "Payments and Withholding" Enter the amount that you received and is reported on that 1099-G Select NO for the "Let's check if your 2023 New York refund is taxable" screen  Once the NO radio button is selected a drop-down opens and you can enter the taxable amount which is the full amount reported on that 1099-G.    If you also receive a 1099-G for a 2024 state refund, that can be entered separately from this 1099-G.  You will attribute the "rebate" check to tax year 2023 and the State refund to tax year 2024.    A lot of the answers you give in the program are answers to make the program put this income where it needs to be, they are not answers that are transmitted to the IRS.    The amount of the New York State Inflation Refund Check will be reported on Schedule 1.  The total on Schedule 1 is carried forward to Form 1040 line 8.     Here is a link explaining the New York State Inflation Refund Check Here is a link explaining the federal taxability of the check    @dlonyc  @wangml320 
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the progr... See more...
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the program is updated.
while processing NJ state tax on 2/3/2026, I observe that line 39 is left blank instead of reporting $3899.   why ?  
Hal_Al - Any update on this?   Not from my source.  Some people got an email saying it had been fixed.  But that appears to have been a separate issue (entering R&B when reporting scholarship tax... See more...
Hal_Al - Any update on this?   Not from my source.  Some people got an email saying it had been fixed.  But that appears to have been a separate issue (entering R&B when reporting scholarship taxable). Reading between the lines, it's gonna be later, not sooner. 
The only way to use software for your 2024 return is to buy it.   You can always download the 2024 instructions and forms from the IRS web site and prepare your return by hand.  Make sure all the for... See more...
The only way to use software for your 2024 return is to buy it.   You can always download the 2024 instructions and forms from the IRS web site and prepare your return by hand.  Make sure all the forms and instructions say 2024 in the top corner. https://www.irs.gov/forms-pubs/prior-year  
You can enter your form 1099-R by following the instructions in this TurboTax Help article.
The document number is not your license number, it is a different unique number on the back.  See these illustrations. https://dmv.ny.gov/driver-license/sample-photo-documents
Please share the token file number here so that someone can take a closer look at the information in your return.  Also include what state return you are filing (it helps to know in advance in order ... See more...
Please share the token file number here so that someone can take a closer look at the information in your return.  Also include what state return you are filing (it helps to know in advance in order to open the diagnostic file).  
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the progr... See more...
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the program is updated.   @cheergirly90 @Kenyafrr @Alise90 @taxmamaMAD 
There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried stu... See more...
There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit.  .                                                           Reference: Line 7 instructions for form 8863. https://www.irs.gov/instructions/i8863#en_US_2024_publink53002gd0e674 https://www.irs.gov/instructions/i8863
I used it in roughley 32 days and it was from an IRA. But I did the withdraw in 2025 and did the purchase in 2026 so I want to make sure I can claim it in 2025 taxes. I took out 30k, how do I make su... See more...
I used it in roughley 32 days and it was from an IRA. But I did the withdraw in 2025 and did the purchase in 2026 so I want to make sure I can claim it in 2025 taxes. I took out 30k, how do I make sure the 10k credit is applied?   Thanks,   Jorge Lopez
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.     The issue has been identified and the program should be functioning p... See more...
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.     The issue has been identified and the program should be functioning properly very soon.  Please update your software and try again later.    We will inform you once the program is updated.
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the progr... See more...
Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the program is updated.
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, ... See more...
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.