All Posts

If you have entered an asset for depreciation and TurboTax is automatically selecting something other than what has been used in the past, try using the instructions below to make the selections:   Start from the Schedule C or Schedule E section of your return until you get to the Assets/Depreciation section. Proceed to the point where you are adding an asset on the page titled Describe This Asset. In order to enter the asset exactly as it has been reported in the past, choose the last option on the list, Intangibles, Other Property, then click Continue. On the next page titled, Tell Us a Little More, select Other asset type, then click Continue. Enter the detailed information about the asset:  description, cost, date purchased or acquired.  Click Continue. Move forward with additional details on the next screen, then click Continue. Select the appropriate Asset Class, then click Continue. Choose the MACRS Convention, then click Continue. Select the Depreciation Method, then click  Continue. Answer the question regarding Listed Property, then click Continue.  There may be some additional background questions as well, keep going. You will eventually come to a screen to confirm the Prior Depreciation, enter the data and click Continue. Finally, you will see an Asset Summary screen with the current year depreciation amount listed.  There is also a check-box here to Show Details.  This will open a full description for the asset so you can verify that it matches the previously reported information.  If it does not, you can choose to go Back and re-enter the data that needs to be changed.

No, I still have the same problem. Again, after calling TurboTax, I was told the only thing I can do is to start a whole new tax return. I will do this at the last resort because I've already entered a lot of data. So I'm still trying to find a solution before having to do this.  Thank you

In TurboTax Online, in the Pennsylvania state income tax return, income not reported on the Federal income tax return but reported on the Pennsylvania income tax return may be reported at the screen Any other miscellaneous compensation.   @donlenze 

I had the same issue and I could not clear that error without entering something in the box for the St of IL tax payer #, even with a blank for St Tax Withheld.   Many states will allow the federal TIN if the payer does not have a state businesss tax account or number with them.  So if there is no St payer ID on the 1099, then use the Federal TIN.     I wish QBO actually had knowledgeable people answering questions such as these.  Seems like a no-brainer. 

TurboTax uses a master Foreign Tax Credit Worksheet to feed the 1116.   Open the Foreign Tax Credit Wks (look for the one named for your specific country or "Various"). Scroll down to Part II: Foreign Taxes Paid or Accrued. Ensure the Date Paid/Accrued is entered. TurboTax often refuses to calculate Line 9 if the date is missing, even if the dollar amount is there. Also make sure the checkmark is checked indicating the taxes were paid. Verify that the Type of Income selected on this worksheet matches the category you checked on the top of Form 1116. @TaxHacks

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.

I paid for the software version and you charged me.  I needed a form that’s missing.  Your bot sent me to Isaac Rodriguez who is offshore and has no idea. What he’s doing.   this was a very bad experience and even now you want to sent me a text.  Your customer service sucks!

In TurboTax Online, within the Missouri part-year income tax return, at the screen Missouri Part Year/Nonresident Status, select Nonresident of Missouri.  Then fill out the information about your home state.   For your spouse, at the screen Missouri Part Year/Nonresident Status, select Part-Year Missouri Resident.  Then fill out the information about the second state.   If necessary, income allocations may be made at the screen Income Allocations.    

It sounds like you have entered things correctly.  I would like to take a closer look at your return to try to determine what is happening so that I can offer an explanation for the difference your are seeing when entering the excess mortgage interest.     You can provide a diagnostic copy of your return for that purpose.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     To provide the diagnostic file, follow the instructions below and post the token number in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here.

If you are still having an issue editing or reviewing the state tax worksheet, try deleting the state and starting over. It shouldn't take long to get all the information back for the state because most of the data feeds from the federal screen. This usually resolves looping errors.  Troubleshooting State Issues  How to delete state tax return  

Hi did this end up working for you? Would you mind sharing the steps it took?   previously I had to use TurboTax Desktop just because this feature was not available in online. If it is now available online, I will likely do my taxes online this year

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download