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I tried again today with the same results.  Another point - from Turbotax I hit the Continue button and it says that it will open a separate browser window.  When it 'successfully completes' it says ... See more...
I tried again today with the same results.  Another point - from Turbotax I hit the Continue button and it says that it will open a separate browser window.  When it 'successfully completes' it says that you can now continue using Turbotax.  When you return to TT, you still have the Continue or Skip Import buttons.  If you press continue, TT again says that it will open a separate window.  So after 'successful completion' of an import, there is no way to continue using TT unless you press 'Back' or 'Skip Import' (i.e. there is no way to proceed forward), which is a very poor design in my opinion.
Yes, you can claim both a prior-year carryover and your current-year expenses in the same year. In fact, if you have a carryover, you must use the "Actual Expenses" method. Here are some things to co... See more...
Yes, you can claim both a prior-year carryover and your current-year expenses in the same year. In fact, if you have a carryover, you must use the "Actual Expenses" method. Here are some things to consider.   If you used the Simplified Method ($5 per square foot) last year, you won’t have a carryover. Carryovers only apply if you used Actual Expenses and your business profit wasn’t high enough to claim the full deduction.   To use your carryover this year, choose “I want to take actual expenses” when TurboTax asks which method you want. If you pick “Simplified,” the current-year expense fields and the carryover entry won’t appear.   The IRS does not allow a home office deduction to create a business loss. If your Schedule C (Line 29) shows a loss before the home office deduction, TurboTax may skip the expense entry screens because it already knows your current-year deduction will be $0.  Continue through the interview anyway. Even if you have a loss, you should still enter your current expenses so they can be added to your carryover for next year (2026).   If you are stuck where it only shows the carryover,do the following.   Delete the Form: Go to Tax Tools > Tools > Delete a form. Find Form 8829 (Expenses for Business Use of Your Home) and the Home Office Asset Worksheet. Delete both.  Restart the Interview: Go back to the Business Expenses section and select Home Office. The "Date" Question: Ensure you enter the date you first started using the office (e.g., in a prior year), not Jan 1, 2025.  The Carryover Screen: Near the end of the home office section, look for a screen titled "Any Prior Year Expenses?" or "Carryovers." Enter your carryover amount here after you have entered your 2025 utilities, rent/interest, and insurance. 4. Verification in Forms Mode (Desktop Only) If you are using the CD/Download version, you can see exactly where the numbers are:   Open Form 8829.  Line 25: This is where your prior-year carryover should appear. Line 41: This is the carryover to 2026 (which should be the sum of your unused 2024 carryover + your unused 2025 expenses).
The state tax return will be included in the PDF download.  It is located directly below the federal tax return forms, schedules and worksheets.   To access your current or prior year online tax ... See more...
The state tax return will be included in the PDF download.  It is located directly below the federal tax return forms, schedules and worksheets.   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)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.
These are the IRS rules for claiming a dependent. He may qualify as a Qualifying Child; however, if he isn't a Qualifying Child, he could be a Qualifying Relative.   DoninGA asked very good quest... See more...
These are the IRS rules for claiming a dependent. He may qualify as a Qualifying Child; however, if he isn't a Qualifying Child, he could be a Qualifying Relative.   DoninGA asked very good questions. These rules generally apply to all dependents: A dependent must be a U.S. citizen, resident alien or national or a resident of Canada or Mexico A person can't be claimed as a dependent on more than one tax return, with rare exceptions A dependent can't claim a dependent on their own tax return You can't claim your spouse as a dependent if you file jointly A dependent must be a qualifying child or qualifying relative Qualifying child To qualify as a dependent, a child must also pass these tests: Relationship:  Be your son, daughter, stepchild, eligible foster child, brother, sister, half-sister or -brother, stepbrother, stepsister, adopted child or the child of one of these Age:  Be under age 19 or under 24 if a full-time student, or any age if permanently and totally disabled Residency:  Live with you for more than half the year, with some exceptions Support:  Get more than half of their financial support from you Joint return:  Not file as married filing jointly unless only to claim a refund of taxes paid or withheld See the full rules for a qualifying child Qualifying relative A qualifying relative must meet the general rules for dependents and pass these tests: Not a qualifying child:  Isn't your qualifying child or the qualifying child of any other taxpayer Member of household or relationship:  Lives with you all year as a member of your household or is a specific type of relative Gross income:  Has a gross income under $5,050 Support:  Gets more than half their financial support from you See the full rules for a qualifying relative Guidelines were taken from IRS publication Dependents
"So it seems that I cannot use the existing unused basis from 2019 for 2025, and instead I need to do the calculations as if I correctly filed and claimed the basis each year, then use the new basis ... See more...
"So it seems that I cannot use the existing unused basis from 2019 for 2025, and instead I need to do the calculations as if I correctly filed and claimed the basis each year, then use the new basis obtained this way for this year's taxes?"   Correct.  A portion of basis was distributed each time even if it was not reported it correctly on Form 8606.   Each combination of decedent and beneficiary must be tracked separately.  The issue with TurboTax trying to track basis in inherited IRAs is that there can be an unlimited number of such combinations even though it would be uncommon to have more than two.  Tracking basis by IRA account doesn't work because of the aggregation rules.  TurboTax has a mechanism for tracking only the basis of Taxpayer and Spouse, part of the IRA Information Worksheet.  I'm not saying that tracking basis for each combination of decedent and beneficiary couldn't be done, but it would not be straightforward to implement.
It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue for further investigation.   You can send us a “diagnostic” file that has your “numbers” but not your personal... See more...
It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue for further investigation.   You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, please follow these instructions:    In TurboTax Online, open your return, go to the black panel on the left side of your program 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. You may wish to snap a screenshot to post instead of the actual number. Reply to this thread with your Token number (including the dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent."   We will then be able to see the same experience you are having and forward to our tech team for evaluation.   @desertlife  @jkucholtz @anflores 
How do I get a human being on the goddamn phone???
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule... See more...
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules
The issue you are having has been resolved and you should be able to enter room and board expenses now.    If you are using desktop, make sure you have all the updates installed or you may need t... See more...
The issue you are having has been resolved and you should be able to enter room and board expenses now.    If you are using desktop, make sure you have all the updates installed or you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.   If you are using online, 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.
I don't think you need a token number since I verified the problem in my copy of Turbotax.     Updated workaround that will work with both the desktop and online versions.    Use a fake SSN (... See more...
I don't think you need a token number since I verified the problem in my copy of Turbotax.     Updated workaround that will work with both the desktop and online versions.    Use a fake SSN (or your own SSN) to get past the error and finish your return.  Do not e-file.  Instead, select "Print and file by mail."  After printing your tax return package, remove the copy of form 8283 with the wrong SSN and replace it with the original form 8283 that you had signed by the charity official and the appraiser.  Mail everything to the IRS address that was printed on the instruction page.  (You may want to use a mail or express service that has tracking and proof of delivery.)   (Because remember, you must always send the IRS an original form 8283 signed by the charity and the appraiser, even if you e-file. So you should have that form now or you need to print a blank form, fill it out, and get it signed by both other parties.)   If the programmers accept this as an error and agree to change it, I suspect it will be several weeks, depending on how much in a hurry you are to file. 
Yes, that means something is checked that you told it you did not want your refund sent to you.   Is the box in front of line 35a checked.  If there is an amount on line 34 and not on 35a, it mean... See more...
Yes, that means something is checked that you told it you did not want your refund sent to you.   Is the box in front of line 35a checked.  If there is an amount on line 34 and not on 35a, it means you selected something other than having your refund refunded back to you.  Go back through the file section and see what boxes you selected or information you filled out for where you wanted your refund to go.  Did you select US Savings bonds instead of a checking account or apply refund to next year?
For a catering business, raw materials are the direct ingredients used to prepare the food you sell. This could include items like meat, seafood, vegetables, dairy, flour, sugar, spices, etc. that be... See more...
For a catering business, raw materials are the direct ingredients used to prepare the food you sell. This could include items like meat, seafood, vegetables, dairy, flour, sugar, spices, etc. that become part of the finished meals.   Instructions for Schedule C (Form 1040) (2025)
I wasted more than an hour with tech support...and the call was dropped - still no resolution. My taxes are almost done so I am getting ready to use yet another allotted activation code (#3 out of 5)... See more...
I wasted more than an hour with tech support...and the call was dropped - still no resolution. My taxes are almost done so I am getting ready to use yet another allotted activation code (#3 out of 5) to complete and file everything. Before the issue appeared, I was thinking about sharing activation code with other family members...now this is out of question. So many users who ran into the same issue, which (as far as I can tell from the blog) started happening 7 years ago and still no fix! Any idea on how to make TurboTax listen to all of us to fix their software? 
@yvettecpa29    97.2% of users can enter those now.  (OK...most) BUT IF you are using the "Desktop" software, you do have to remember to update your software using one of the top menu selections ... See more...
@yvettecpa29    97.2% of users can enter those now.  (OK...most) BUT IF you are using the "Desktop" software, you do have to remember to update your software using one of the top menu selections    If you are using the "Online" software, it's already been updated. ______________________ Other things: 1) your total itemized deductions does have to exceed your Standard Deduction, before the 8283 will show.   2) In some cases, if you entered a bunch of "Items" before the form 8283 was implemented, you might have to revisit and Edit some of those items before they actually get transferred to the 8283.  For mine, I had to edit the items in each charity...not that I changed my actual item entry, but because now, I had to enter the addresses of he Charities involved with the items I donated.
 It depends. In this case, $287 is likely the 7.65% (1/2 SE Tax) of $3,750. This suggests TurboTax is applying a specific "Self-Employment Tax Adjustment" logic that H&R Block may be ignoring or hand... See more...
 It depends. In this case, $287 is likely the 7.65% (1/2 SE Tax) of $3,750. This suggests TurboTax is applying a specific "Self-Employment Tax Adjustment" logic that H&R Block may be ignoring or handling differently.   There could be a  SEP IRA "Netting" Error. Sometimes calculates the SEP deduction limit based on the gross K-1 income but then applies a "correction" if the UPE reduces your "Net Earnings from Self-Employment" below what supports that SEP contribution. $287 is exactly 20% of $1,435. Do you see $1,435 anywhere in your UPE or SEP calculations? If so, the software might be failing to reduce the QBI by the full amount of an expense, only applying a 20% "benefit" factor instead of a 100% deduction. Could be an allocation of the 1/2 SE tax. TurboTax does not just subtract your total 1/2 SE Tax from your K-1. It uses a proportional allocation worksheet. If you have any other income on your return (even a small 1099-INT or dividends), TurboTax calculates how much of your SE Tax "belongs" to each income source.  If TurboTax gives you $287 less of your SE tax deduction for this K-1 than H&R Block, your QBI will be $287 more. You can check this if you are in the Desktop version by:   Switching to Forms Mode (top right) and open the QBI Component Worksheet. Look for the line "Self-employment tax deduction allocable to this business." If this number is lower than your total 1/2 SE Tax on Schedule 1, you've found your answer.