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See this for removing the pay with refund option and the $40 service charge - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online... See more...
See this for removing the pay with refund option and the $40 service charge - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US
@esudduth There is no need to have that box checked if you are not eligible for the Earned Income Tax Credit. You can e-file your tax return without the box being checked and the IRS will accept yo... See more...
@esudduth There is no need to have that box checked if you are not eligible for the Earned Income Tax Credit. You can e-file your tax return without the box being checked and the IRS will accept your tax return.  If you have a tax refund the IRS will pay the tax refund without having the box checked.   Been there....Done that
I am having the same issue with the wrong value being pulled into form 8829 from schedule C (line 28 instead of line 29 or 31). Did you figure out a solution? As someone else mentioned, it appears to... See more...
I am having the same issue with the wrong value being pulled into form 8829 from schedule C (line 28 instead of line 29 or 31). Did you figure out a solution? As someone else mentioned, it appears to be a programming issue. 
Please clarify whether you are referring to your itemized deductions or a different form when entering your property tax. This will allow us to be more specific to your situation.
that screen does not appear in my uptodate desktop program
this sounds like an issue with the 1099-R entries or supplemental questions after the 1099-R.  You should go back through that section and make sure everything is answered.  You can also try deleting... See more...
this sounds like an issue with the 1099-R entries or supplemental questions after the 1099-R.  You should go back through that section and make sure everything is answered.  You can also try deleting and re-inputting the 1099-R again, especially if it was imported.   you can also check the IRA Information Worksheet in forms mode if you are on Destkop and look for anything missing or any errors.  Double-clicking on Lines 6/7 on Form 8606 should show the related forms.  For Online you may need to look at the PDF with 'all forms and worksheets'.
That code T indicates a taxable distribution.  You should contact the folks at Fidelity and request a corrected 1099-R.  Otherwise the IRS will quite rightly expect you to pay taxes on the withdrawal... See more...
That code T indicates a taxable distribution.  You should contact the folks at Fidelity and request a corrected 1099-R.  Otherwise the IRS will quite rightly expect you to pay taxes on the withdrawal of excess contributions.
Per the Ohio Department of Taxation, If the management of “Business income” means income, including gain/loss from any of the following:   Transactions, activities, and sources in the regular ... See more...
Per the Ohio Department of Taxation, If the management of “Business income” means income, including gain/loss from any of the following:   Transactions, activities, and sources in the regular course of a trade or business operation; From real, tangible, and intangible property if the acquisition, rental, management, and disposition of the property constitute integral parts of the regular course of a trade or business operation; If your main business activity is real estate, then yes gain on the sale of a rental property is considered business income for purposes of the Ohio Business Income Deduction.     Income - Business Income and the Business Income Deduction
For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (i... See more...
For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Capital Loss Carryover, click the start or update button
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to g... See more...
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return 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. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
See this for how to contact a tax expert - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US
There is not a place on the Form 1040-X for an incorrect amount for underpayment penalties. Instead you must use Form 843. This is not a form in the TurboTax product because it's not part of the tax ... See more...
There is not a place on the Form 1040-X for an incorrect amount for underpayment penalties. Instead you must use Form 843. This is not a form in the TurboTax product because it's not part of the tax return. You will select a reason and complete, sign and mail the form to the IRS. Use your amendment details to complete the form. I would lean towards sending the correction with the Form 843.  Instructions Form 843
If the work you performed in New Jersey was not the final product sold to the customer, you would not report NJ income. The general rule is income sourced in a state is taxed by that state, which imp... See more...
If the work you performed in New Jersey was not the final product sold to the customer, you would not report NJ income. The general rule is income sourced in a state is taxed by that state, which implies a sale or payment occurred for the work in that state.   However, if the film was produced and finalized in New Jersey, you would need to file a non-resident New Jersey tax return.
if I took loan from HELOC account and invested in brokerage account to buy stocks, can I offset the profit made in stocks with the interest on the Heloc account
To enter an investment sale other than from a brokerage account (1099-B), follow the steps below. Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Inco... See more...
To enter an investment sale other than from a brokerage account (1099-B), follow the steps below. Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button   On the next screen click on Yes On the next screen click on Add investments On the next screen Skip Import On the next screen click on Other and continue
Yes.  You can go back and amend your return to take the standard deduction instead of the itemized deduction.       How to File an Amended Tax Return with the IRS   Married Filing Jointly v... See more...
Yes.  You can go back and amend your return to take the standard deduction instead of the itemized deduction.       How to File an Amended Tax Return with the IRS   Married Filing Jointly vs Separately: How Should You and Your Spouse File Taxes?