All Posts

Hi,    When I say "refund" I am not referring to a tax refund.    I paid for a turbo tax accountant to do my taxes for this year. Unfortunately, I selected the service twice (and so I had to pay the fee twice, which was around $400). I realised after I paid and so I want to get the payment for one of those services refunded, which I requested...but turbotax have not yet issued me a refund.    Again, this is a refund for a TurboTax service which I paid for and NOT related to a tax refund. 

In order to claim the credit you will need either a QMID code.  You cannot claim the credit for 2025 if you do not have it.  This comes from the manufacturer, if they are not participating, you would not be able to claim the credit on their windows.    Qualified manufacturer identification numbers. Beginning January 1, 2025, if you are claiming the energy efficient home improvement credit for specified property placed into service in 2025, you must include the four-character alphanumeric unique qualified manufacturer identification number (QMID) for each item

For sales of personal items: TurboTax Desktop Open or continue your return. Go to Federal Taxes. Go to Wages & Income. Scroll to 1099-MISC and Other Common Income, Locate Form 1099-K. select Start or Update Follow the onscreen instructions to enter your 1099-K. Each gain or loss from a personal item sale needs to be reported separately. If you had a loss on the sale of any personal item, it can't cancel out any gain on the sale of another personal item.   Sales of business items would be on your Sch C and the 1099-K is inside of the Sch C. Gains and losses on items would be netted together for a business. You mentioned personal sales so I don't think you see yourself as doing this for business.   Reference:   How do I enter a 1099-K for personal item sales? @bkgrant10