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a month ago
Click on Federal on the left side of the only program screen
Click on Deductions & Credits
Scroll down to the bottom of the page and click on Continue or Done With Tax Breaks
After a few additi...
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Click on Federal on the left side of the only program screen
Click on Deductions & Credits
Scroll down to the bottom of the page and click on Continue or Done With Tax Breaks
After a few additional screens, you will come to a screen showing the amount of your Standard Deduction and the amount of your Itemized Deductions. Which one one is the greater amount?
a month ago
there are a couple of different things going on with Schwab and imports, some people posting here they get unsuccessful message and a notification email from Schwab that their 1099s have a problem an...
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there are a couple of different things going on with Schwab and imports, some people posting here they get unsuccessful message and a notification email from Schwab that their 1099s have a problem and need to be revised and the data import will fail, with updated 1099s expected at end Feb. if you're not affected by whatever that issue is, and instead get 'successful' message but yet no data was imported, it may be the browser permission issue, see https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947/highlight/true#M1390363
a month ago
I receive an error message saying that the document number's first 3 characters must be entered (and I have entered them)
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a month ago
I see the bug is now resolved on desktop. Thank you
a month ago
Yes, I am still seeing this problem after the February 11th updates. When I pull up the 2-year comparison summary for the property that I had entered before the update, the 2024 expenses still only ...
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Yes, I am still seeing this problem after the February 11th updates. When I pull up the 2-year comparison summary for the property that I had entered before the update, the 2024 expenses still only reflect the 1st category/item listed in the expense details: I can try re-entering this information as a "new" rental property to see whether that makes a difference.
a month ago
This is the typical pattern of the tax return interview process. You may be entitled to other deductions, and would need to answer the questions to determine if so. Can you clarify what your question...
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This is the typical pattern of the tax return interview process. You may be entitled to other deductions, and would need to answer the questions to determine if so. Can you clarify what your question is regarding this and how we can help you?
a month ago
will my return be filed electronically?
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a month ago
if you get a success message but no data this is likely the browser permission issue, see https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguar...
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if you get a success message but no data this is likely the browser permission issue, see https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947/highlight/true#M1390363
a month ago
1 Cheer
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to g...
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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
*If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
a month ago
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a month ago
You mean refund advance, see this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/offer-details-disclosures-refund-advance-program/L4ljXp6TI_US_en_US
a month ago
I am sorry for your loss. To get your own W-2, you should contact your employer's HR or payroll department directly, as they can often send a digital copy immediately. Since your husband receive...
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I am sorry for your loss. To get your own W-2, you should contact your employer's HR or payroll department directly, as they can often send a digital copy immediately. Since your husband received Social Security Disability, he will likely have a Form SSA-1099 rather than a W-2, and you can request a replacement of this document by calling the Social Security Administration or visiting a local office with his death certificate and proof that you are the legal representative.
a month ago
I left a lot of deductions on the table and now owe Fed vs a refund.
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a month ago
I have been unable to import my 1099-B from Schwab. I keep getting a message stating: we couldn't auto-fill your return. I have tried importing directly by connecting to Schwab from TurboTax premium,...
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I have been unable to import my 1099-B from Schwab. I keep getting a message stating: we couldn't auto-fill your return. I have tried importing directly by connecting to Schwab from TurboTax premium, importing the PDF file and also splitting the PDF file in case there is a file size limitation. Nothing has worked so far. Looks like some Fidelity customers are running into the same issue per this reddit post: https://www.reddit.com/r/fidelityinvestments/comments/1r31ics/turbo_tax_we_couldnt_autofill_your_return/
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a month ago
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a month ago
The state tax return will be included in the PDF download. It is located directly below the federal tax return forms, schedules and worksheets when viewing the PDF.
To access your current or p...
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The state tax return will be included in the PDF download. It is located directly below the federal tax return forms, schedules and worksheets when viewing the PDF.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
a month ago
That worked! Thx!
a month ago
Modified Adjusted Gross income is between phaseout amounts for Married Filing joint, so i understand the deduction isn't allowed at the full $10,000, but it is saying I'm not allowed any at all
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