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Unfortunately, I do not yet see any generic panel mfgs on the IRS QMID list for as of 2/16/2025 only one smart panel mfg (EG4 ELECTRONICS LLN) https://www.irs.gov/credits-deductions/energy-efficient... See more...
Unfortunately, I do not yet see any generic panel mfgs on the IRS QMID list for as of 2/16/2025 only one smart panel mfg (EG4 ELECTRONICS LLN) https://www.irs.gov/credits-deductions/energy-efficient-home-improvement-credit-qualified-manufacturers 
Try again Thursday night or Friday.
To enter estimated tax paid in 2025  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates
Yes the 1099 documents are available. I was able to import from Etrade. But Morgan Stanley at Work is not working. The error says that 109X import is unavailable.
I can't find it. Help advised under Other Tax Situations, but it is not there. I made 4 payments in 2025.
EDIT: line 1: nondeductible contributions to traditional IRAs for 2024, including those made for 2024 from January 1, 2025, through April 15, 2025. line 2: total basis line 3: line 1 +line 3 lin... See more...
EDIT: line 1: nondeductible contributions to traditional IRAs for 2024, including those made for 2024 from January 1, 2025, through April 15, 2025. line 2: total basis line 3: line 1 +line 3 line 13: nontaxable portion of all your distributions line 15c: taxable amount.   tax year 2023: line 1, 3, 5, 13 ($6490), All the other lines are Zero.   tax year 2024: line 1 ($7001), line 2 (ZERO), line 3 ($7001), line 5 ($7001), line 13 ($7001), line 15a ($6490), line 15c ($6490)   I think 2023 was filed correctly because the taxable amount is zero but the year 2024 is wrong because the amount I contributed in 2023 is mentioned as taxable.    Hello, Pls help. I think I made a mistake in my tax year 2024 and paid tax on roth IRA from 2023.   I contributed and did backdoor Roth IRA in March 2024 for the tax yr 2023. I filed for 2024 after that and mentioned that amount in form 8606.   I contributed and did backdoor Roth IRA conversion in Sep 2024 for that year. I filed tax year 2024. Now I see that form 8606 line 15a is from yr 2023 and also line 15c is the same. Looks like that is the taxable amount, but it should not be taxable, correct?  Line 1 is for yr 2024 and line 2 is zero.   Please help me if I need to addend it. Can I get refund of that extra tax? Is it easy to file or need accountant? Thanks a lot      
"...The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software.    Then you should display some message on the screen to inform user.  Is this the case with 1099-... See more...
"...The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software.    Then you should display some message on the screen to inform user.  Is this the case with 1099-B form only? I had uploaded W2 PDF file as well, it all went through fine with W2. or should I manually enter the W2 as well?
We have 4 IRA accounts.  My wife has completed her RMD from a single IRA.   I have 3 IRA accounts.  I satisfied my RMD for all 3 accounts using only 2 of the accounts.  I additionally contributed to ... See more...
We have 4 IRA accounts.  My wife has completed her RMD from a single IRA.   I have 3 IRA accounts.  I satisfied my RMD for all 3 accounts using only 2 of the accounts.  I additionally contributed to a Roth Conversion that has been established for greater than 5 years from one of these IRA's.     The instructions on how to report this are not clear to me.    All RMD's are satisfied.  Additional withdrawals have been made  for Roth contributions after RMD's were satisfied.  How are where should this be reported?
Hello   were you able to file all back 8938 and FBAR for all previous years and 2024 ?
No, it is not "eligible for non taxable pensions". You "surrendered" your insurance policy.  When the cash surrender value exceeds the total premiums paid (the cost basis), the excess amount is consi... See more...
No, it is not "eligible for non taxable pensions". You "surrendered" your insurance policy.  When the cash surrender value exceeds the total premiums paid (the cost basis), the excess amount is considered taxable income.  The proceeds from a surrendered insurance policy are taxable by Massachusetts - they are not exempt.
@ Sankofa  What exactly did you buy?   If you purchased the routine desktop software, then this answer would apply.  A few stores also sell a new product this year--a license for an Online version, ... See more...
@ Sankofa  What exactly did you buy?   If you purchased the routine desktop software, then this answer would apply.  A few stores also sell a new product this year--a license for an Online version, as @ VolvoGirl addressed above, which can be confusing.   If you bought regular desktop software (not the Online version sold in some stores), you can't just sign into Online TurboTax and expect to enter a desktop license code.  To use the migration offer for free Online Premium, you have to do it through a special offer link, and I'm not familiar with your specific popup.   I didn't use that method to get to the Online TurboTax offer and into Online TurboTax.  All of mine was done using the features in the initial installation screens.       All I can do is tell you my story, and maybe that will help at some point.   I'm using Windows 10, and this is what I did to move to Online Premier, which worked seamlessly.  This is kind of from memory since it was a few weeks ago, so I may not have the screens in order.  Here's my experience:   Even though I knew it would not work on Windows 10,  I bought a Deluxe download license through Costco because it was their TurboTax sale time and cheaper than TurboTax, and I was aware of the migration offer that would be presented during installation for any edition of desktop software.   So I then downloaded the installation file at the regular TurboTax product download site.  I launched the installation file as though I was installing the software, and after a couple of screens, it recognized I was using Windows 10.         Then it asked me if I wanted to use an offer to move to Online Premium for no additional cost for 1 Federal return and 1 state and no efile fee.  That particular installation screen had a button to use for the special offer if chosen.   I don't remember if I had to enter the desktop license first, and then log in with the Online account credentials, or provide the credentials first then the license code.  Or maybe both steps were on the same screen; I can't remember the order of all the screens.   But in any case both steps were there with good instructions.   Then it took me immediately to Online TurboTax in my browser, and I could see in the top left corner that I was indeed in Online Premium.         I started a return, and after the first few screens, and once the full menu had appeared, then out of curiosity I checked my fees by using the shopping cart icon in the top right.  A popup then confirmed that the standard prices for Online Premium were crossed out and $0 displayed.   And tiny print at the bottom of the fee section thanked me for using the special offer and that it would be free as long as I filed by the April filing deadline.  I then transferred my 2024 data file into the online product, a process that also re-starts the return interview.    FAQ:  TurboTax Desktop to Online Migration Offer Terms (Tax Year 2025) https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US
Will there be a communication here on this post or on the turbo tax site to inform people about the change?
Its 2026 and this problem has not gone away.   This year,  Alice P (Turbotax guru extraordinaire)  and I have nailed down my particular issue, I live in NJ and work in NY, my wife works in NJ and h... See more...
Its 2026 and this problem has not gone away.   This year,  Alice P (Turbotax guru extraordinaire)  and I have nailed down my particular issue, I live in NJ and work in NY, my wife works in NJ and had a 414H description on her NJ w-2 BOX 14 entry, that description raises a conflict with NY for e-filing purposes, even though the income was not earned in NY. The solution rename it to something else like "IRC Pickup Plan" which is what the 414H is, but it won't trigger the 414H issue Turbotax has with NY e-filing.   Hope this Helps! D&D
Go to Deductions and credits, then Medical, and revisit Health Insurance Marketplace (Form 1095-A) section and answer no when asked if you received form 1095-A.  Additionally, see the following link ... See more...
Go to Deductions and credits, then Medical, and revisit Health Insurance Marketplace (Form 1095-A) section and answer no when asked if you received form 1095-A.  Additionally, see the following link for steps on how to delete forms in TurboTax Online; How do I view and delete forms in TurboTax Online?