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If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refu... See more...
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
MAGI was over 200,000, but less than 250,000.  The allowable deduction should have been around $6200.  Only had about $1500 in interest, but Turbo Tax said it was $0.  Refund change should have been ... See more...
MAGI was over 200,000, but less than 250,000.  The allowable deduction should have been around $6200.  Only had about $1500 in interest, but Turbo Tax said it was $0.  Refund change should have been around $360.
Can you clarify this question- what is the description of the amount in box 14 or was the description "school district employee"? There are many options of categories that are reported in Box 14. If ... See more...
Can you clarify this question- what is the description of the amount in box 14 or was the description "school district employee"? There are many options of categories that are reported in Box 14. If none of the options fit, and the item is not deductible, you can choose Other/Not classified.
Yes, you can pay your TurboTax fees by February 28 to lock in early bird-pricing and still file your tax forms with the IRS by April. You can pay before March 1 to secure the lower fee, even if you w... See more...
Yes, you can pay your TurboTax fees by February 28 to lock in early bird-pricing and still file your tax forms with the IRS by April. You can pay before March 1 to secure the lower fee, even if you wait to actually e-file later in the season.
To request a refund, you can use this link for additional instructions How do I request a refund for my TurboTax product? If you believe that you qualify for a refund, you can request a refund thro... See more...
To request a refund, you can use this link for additional instructions How do I request a refund for my TurboTax product? If you believe that you qualify for a refund, you can request a refund through the Intuit Refund Request form here.  
Very much appreciated @RogerD1 .  It will be great to get my taxes off my plate (especially since I owe nothing this year).   
My Adjusted Gross Income from the Federal return was just short of $48000, $37250 of which was earned in the state of Delaware.  Does it feel accurate that I would owe Delaware ~$35 in taxes for fil... See more...
My Adjusted Gross Income from the Federal return was just short of $48000, $37250 of which was earned in the state of Delaware.  Does it feel accurate that I would owe Delaware ~$35 in taxes for filing a Standardized Deduction?
what is the category
The most likely reason is that you indicated that you were not covered by a high deductible health plan (HDHP) in the Deductions and Credits Section, then Medical, then 1099-SA, HSA, MSA.  You need t... See more...
The most likely reason is that you indicated that you were not covered by a high deductible health plan (HDHP) in the Deductions and Credits Section, then Medical, then 1099-SA, HSA, MSA.  You need to go through that section and make sure you answered all of the questions correctly there.
Thanks for the reply, and yes the AGI limit was the problem.  I appreciate the help. 
Perhaps different versions of TurboTax have different wording.  (TurboTax developers seem to have made a lot of ill-conceived wording changes this year.)  What TurboTax needs to know is that it's not... See more...
Perhaps different versions of TurboTax have different wording.  (TurboTax developers seem to have made a lot of ill-conceived wording changes this year.)  What TurboTax needs to know is that it's not a distribution, so answer that it is a contribution.  By "contribution," TurboTax means that it is either a current-year deferral that  is vested or a prior-year deferral that has now vested.
Hi, I've had very similar 1099-B's for many years and have used turbo tax for many years. This year TT seems to have lost the necessary options for entering my 1099B totals. Specifically, I have a "... See more...
Hi, I've had very similar 1099-B's for many years and have used turbo tax for many years. This year TT seems to have lost the necessary options for entering my 1099B totals. Specifically, I have a "market discount" (box 1f) column and a "wash sale disallowed" (box 1g) column in my 1099B.    In previous years, there were options for entering these in in TT when reporting totals from a 1099B . Now the best I can do is click "I need to adjust my total cost basis" and enter a single number. I can mark it "market discount" and "non deductible wash sale", but those are 2 separate boxes on my 1099B and there is no longer a way to put those into turbo tax, as far as I can tell. The market discount is on government bonds held to maturity, and this is supposed to go into my income, not capital gains/loses. If I enter this as a positive number, it seems like the taxed improperly on this, as it is already included in my total proceeds - cost basis. And they my total capital loss TT calculates is clearly wrong.  If I enter as a negative number, my total loss matches what my 1099B says (and it is the correct number), but then I clearly haven't reported the income correctly.   This must be a common issue. Any idea how to handle it? It seemed to work fine in previous years. But I can't seem to figure it out this time. 
If you can't access the email TurboTax is sending a verification code to, you can use the Intuit Account Recovery Form to update your contact information. You will be asked to upload a photo of your ... See more...
If you can't access the email TurboTax is sending a verification code to, you can use the Intuit Account Recovery Form to update your contact information. You will be asked to upload a photo of your driver’s license, state ID, or passport. It usually takes about one business day to resolve.  
The deductible part of your traditional IRA contribution reduces the AGI on your tax return.    This can help lower the amount of tax you owe and may help you qualify for certain tax breaks. “Exc... See more...
The deductible part of your traditional IRA contribution reduces the AGI on your tax return.    This can help lower the amount of tax you owe and may help you qualify for certain tax breaks. “Excess accumulations” means you put in more money than the yearly IRA limit, or didn’t take out the required minimum amount when you were supposed to.   If that happens, the IRS can charge a penalty, 6% per year for extra contributions and up to 25% for missing a required withdrawal.  
To find the points you paid in 2012, you should look at your original HUD-1 Settlement Statement from the closing of that loan. If you cannot find that document, you can check Box 2 of your 2012 Form... See more...
To find the points you paid in 2012, you should look at your original HUD-1 Settlement Statement from the closing of that loan. If you cannot find that document, you can check Box 2 of your 2012 Form 1098, which is the Mortgage Interest Statement your lender sent you.
Room and Board and Computers are qualified expenses for a 529 distribution, but not for an Education Credit.  They don't need to be entered in the Education Section.  A 1099-Q will only be taxable if... See more...
Room and Board and Computers are qualified expenses for a 529 distribution, but not for an Education Credit.  They don't need to be entered in the Education Section.  A 1099-Q will only be taxable if you indicate that all or part of the distribution was used for 'non-qualified expenses'.     Here's more info on Form 1099-Q, 529 Qualified Expenses, and Education Tax Credits.   The IRS offers an option if you want to make your 1099-Q taxable and apply tuition paid with a distribution to an Education Credit instead, if that's more beneficial.   @debsolson 
I don't see where it is on your state return either. I think this Arizona webpage is referring to the federal tax credit, not to an Arizona tax credit.    I have looked at solar energy credits an... See more...
I don't see where it is on your state return either. I think this Arizona webpage is referring to the federal tax credit, not to an Arizona tax credit.    I have looked at solar energy credits and solar generation credits, but these are not as broad as "improving the energy efficiency of an existing home, such as home energy audits, doors, windows, insulation, and heating and cooling equipment".   I have searched the state forms and the instructions, and I don't think there is such a credit in Arizona.
This is in reply to your message from Wednesday. This is the reply that you posted, my comments are in bold and brackets [ ].   South Carolina uses the Federal taxable income as a starting point o... See more...
This is in reply to your message from Wednesday. This is the reply that you posted, my comments are in bold and brackets [ ].   South Carolina uses the Federal taxable income as a starting point on their return.  If itemizing on the Federal return, you are not allowed to use a Standard deduction in South Carolina [this is not correct - please reference the South Carolina "Worksheet for state tax addback", if you itemize on the federal return you ARE only required to add back state and local tax adjustments but the add back of those adjustments cannot result in a net deduction that is lower than the federal standard deduction for you filing status and age} - instead you are forced to add back items from your Federal itemizations that do not conform to South Carolina tax law.   Following is from the Instructions for SC 1040, pg. 21:  "Line a: State tax addback If you itemized your deductions on your federal Income Tax return and deducted state and local Income Tax or general Sales Tax, you may be required to add back all or part of this amount to your federal taxable income when computing your South Carolina taxable income."  Since your itemized deductions were entirely state and local tax, line a ends up being the difference between your Federal itemized deductions and the standard deduction you could have claimed.  The calculation of this is on the State Tax Add worksheet in Forms view. [I agree with the state tax add back on line 1 a.  That amount is supported by the South Carolina "Worksheet for state tax addback" that I referenced above.]    On page 22 of the instructions:  "Line e: Other additions to income Attach an explanation of your entry for this line. Some examples of items to enter on this line are: . . . Add back any federal deductions resulting from IRC sections that South Carolina does not adopt."  Because South Carolina has not adopted the provisions of the One Big Beautiful Bill regarding the State and Local Tax deduction cap increase from $10,000 in 2024 to $40,000 in 2025, this results in an additional required addback of $7,750 in order to limit the State and Local income tax to the Federal 2024 cap of $10,000 which conforms to South Carolina tax law. [The Turbo Tax calculation for this amount on my tax return is not correct.  The adjustment described in the above paragraph has already accounted for all of the State and Local tax adjustment contained in my federal itemized deductions.  The additional adjustment for benefits associated with the One Big Beautiful Bill should be limited to the increased standard deduction that I was able to claim on the federal tax return (i.e. $2,000) not the $7,750 that Turbo Tax is currently using.  The higher amount being used by Turbo Tax assumes that I qualified for additional over 65 deductions.  That is incorrect because, in my case, those additional deductions have been fully phased out on my federal tax return.]   You could get the Standard Deduction for South Carolina if you forced TurboTax to take the Federal Standard Deduction.  Then the state and local tax add back for South Carolina would not come into play.  I used the data from your token you submitted and forced the Standard Deduction on the Federal return and this did eliminate the state and local tax addback on South Carolina and increased your South Carolina refund by around $400.  But this also resulted in an increase of about $2400 in Federal tax liability. [That is not necessary because, as I have previously explained, utilizing itemized deductions on the Federal return does not preclude an individual from utilizing the standard deduction for SC income tax purposes.  Please see the SC "Worksheet for state tax addback" to prove this point.   If South Carolina should later decide to conform to the One Big Beautiful Bill provisions regarding the increased cap for the State and Local Tax Deduction, you will have the ability to amend your South Carolina return to claim any additional refund due you. [Please provide your comments on this or respond privately to my email.  The TurboTax calculation for my return is not correct and is resulting in an overstated SC individual income tax liability.  Thank you.]