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a month ago
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a month ago
My W2 has amount in Box 1 and no code or amount in box 12 (because this Medicaid waiver is new to our agency this year-next year's w-2 will be set up correct). Agency will not issue a 2025 corrected...
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My W2 has amount in Box 1 and no code or amount in box 12 (because this Medicaid waiver is new to our agency this year-next year's w-2 will be set up correct). Agency will not issue a 2025 corrected W2. How do I properly exempt the box 1 amount as nontaxable Medicaid waiver (IRS Rule 2014-7). I've tried various ways and have seen it double my taxable income; also seen it not transfer to my Mass. state tax return. Can somebody give simple instructions. TurboTax should have been on this simple fix.
a month ago
hello? any one?
a month ago
1099-misc
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a month ago
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a month ago
i would say securities rather than stocks. But the difference should not affect the tax benefit of the contribution.
a month ago
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund. Make sure you are ...
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https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund. Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.
Your federal refund amount is on line 35a of your Form 1040
https://www.irs.gov/refunds
a month ago
I put in my the payer zip code and it keep saying: Form 1099-R: Payer's zip is invalid for Electronic Filing. You must enter a valid ZIP code for your state. Enter a correct ZIP code in this format '...
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I put in my the payer zip code and it keep saying: Form 1099-R: Payer's zip is invalid for Electronic Filing. You must enter a valid ZIP code for your state. Enter a correct ZIP code in this format 'nnnnn' or 'nnnnn-nnnn'.
I tried "50392-0001" and "50392" as zip code and it would still give me that error. It would come up during the smart check run and at the end where I tried to filed. I cannot submit electronic filing because of it. Using the mac version of TurboTax.
a month ago
I am having the same issue. A separate window is opened to my bank/brokerage and I have to log on and allow them to send my data to Turbo Tax. I get a message that it was successful but when I retu...
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I am having the same issue. A separate window is opened to my bank/brokerage and I have to log on and allow them to send my data to Turbo Tax. I get a message that it was successful but when I return to Turbo Tax nothing has been done. Manual input is not an option. This is one of the main reasons I use TT so I don't have to waste a lot of time doing it manually. I'm using TT Deluxe and have been successfully using TT since at least 2008, so I'm pretty sure this isn't user error.
a month ago
To check your tax refund status in TurboTax,
Sign in to your account and
Go to the "Tax Home" or "Order Details" screen
It will tell you if your return was accepted.
If you want to ...
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To check your tax refund status in TurboTax,
Sign in to your account and
Go to the "Tax Home" or "Order Details" screen
It will tell you if your return was accepted.
If you want to know the status of your tax return, you should use the IRS Where’s My Refund website.
a month ago
Thanks for the clear explanation. I called the Department of Taxation and the person I spoke with could not clearly explain the requirements.
a month ago
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS. ...
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TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
a month ago
Form 5497 IRA Contribution Information where does it go on the tax forms
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a month ago
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a month ago
Where can I find the "required RMD" on my Morgan Stanley retirement account?
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a month ago
You are correct. The $2500 qualifies for 1244 treatment, the other $47,500 is just a loss from an investment.
a month ago
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a month ago
See the following FAQ.
How do I prepare a joint federal return and separate state returns?
a month ago
Yes, you can save the Federal and State tax returns separately in TurboTax.
You can use the Print/Save to PDF feature under the "File" or
Tax Tools menu.
When saving, select the "All off...
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Yes, you can save the Federal and State tax returns separately in TurboTax.
You can use the Print/Save to PDF feature under the "File" or
Tax Tools menu.
When saving, select the "All official forms for filing" option, then
Uncheck the federal return to save only the state return, or
Then do the reverse.
a month ago
App where? The Mobile app is just a portal to the Online version. They don’t sync to the Desktop program. The Desktop tax returns are only on that computer with the Desktop program. What are ...
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App where? The Mobile app is just a portal to the Online version. They don’t sync to the Desktop program. The Desktop tax returns are only on that computer with the Desktop program. What are you trying to do? You can move your Online return and open it in the Desktop program. You can switch to Desktop without paying for Online. To continue in the desktop version see this……. https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129