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March 10, 2026
5:11 AM
When I submitted my return I did a notification from TurboTax stating that someone may be trying to steal my identity or something to that effect. So I think maybe my return wasn’t even submitted. He...
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When I submitted my return I did a notification from TurboTax stating that someone may be trying to steal my identity or something to that effect. So I think maybe my return wasn’t even submitted. Help please
March 10, 2026
5:11 AM
Did you receive a 1099-G or a W-2 for it?
If you received a 1099-G, you would enter it under Paid Family Leave.
If you received a W-2, you would enter it in the W-2 section just as you wo...
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Did you receive a 1099-G or a W-2 for it?
If you received a 1099-G, you would enter it under Paid Family Leave.
If you received a W-2, you would enter it in the W-2 section just as you would your regular W-2.
March 10, 2026
5:07 AM
If the W-2 isn't available, here are the steps to take to get your W-2.
You can try to import it into TurboTax. (See the process below).
Contact your employer Contact your employer to see i...
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If the W-2 isn't available, here are the steps to take to get your W-2.
You can try to import it into TurboTax. (See the process below).
Contact your employer Contact your employer to see if the W-2 has been sent, and request a duplicate.
Go online, many employers have an online service to provide documents like W-2.
Contact the IRS: If you can not get it from your employer, you can contact the IRS.
You can call toll-free at 1-800-829-1040
You can request a transcript
You must provide your
Name,
Address, city, and state (including zip code),
Social Security number,
phone number,
Employer’s name,
Address, city and state (including zip code), and
Employer's phone number
As a last resort, if you have a pay stub, you can complete a 4852 Substitute for Form W-2
To import your W-2 you will have to have some confirming information.
How do I import or enter my W-2?
March 10, 2026
5:07 AM
You can follow the instructions in this TurboTax Help article to enter your tips on your tax return.
The tips deduction is reported on line 13 of Schedule 1-A. Then the total deductions on line...
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You can follow the instructions in this TurboTax Help article to enter your tips on your tax return.
The tips deduction is reported on line 13 of Schedule 1-A. Then the total deductions on line 38 of Schedule 1-A is transferred to line 13b of your form 1040.
In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.
But you can preview your form 1040 and check line 13b of your form 1040 which includes the tips deduction among other deductions if applicable, such as the senior deduction, the overtime deduction and the car loan interest deduction.
To preview your form 1040 in TurboTax Online, follow these steps:
Open your return
In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
On the Tools Center page, click on View Tax Summary
In the left-hand column, click on Preview my 1040
Your form 1040 will display.
Scroll down to line 13b and you should see the amount of the tips deduction included in this line.
March 10, 2026
5:06 AM
I deleted the dividend and interest entries and re-added them manually. No luck. Still 'needs review'. Exhausting! But, again: thank you for your help!
March 10, 2026
5:05 AM
There is not an import option for the SSA-1099, you must manually enter your SSA-1099. To enter your SSA-1099 select the following: Federal Income Retirement Plans and Social security Social...
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There is not an import option for the SSA-1099, you must manually enter your SSA-1099. To enter your SSA-1099 select the following: Federal Income Retirement Plans and Social security Social Security and Rail Road Benefit (SSA-1099, RRB-1099)
March 10, 2026
5:03 AM
Yes, the instructions for the SC Individual Income Tax states the following for non-residents:
Nonresidents:
Did you have South Carolina Income Tax withheld from your wages?
Did...
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Yes, the instructions for the SC Individual Income Tax states the following for non-residents:
Nonresidents:
Did you have South Carolina Income Tax withheld from your wages?
Did you have South Carolina gross income, including income from rental property, businesses, or other investments in South Carolina?
The key is that is says you have South Carolina gross income. If it were based on net income, then you would not need to file the return since your property shows a loss.
March 10, 2026
5:03 AM
The Schedule AR is used to explain the reason for changes on an amended income tax return on a Wisconsin tax return.
If you added a W-2 to the amended return, you should report the line as W-2 ...
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The Schedule AR is used to explain the reason for changes on an amended income tax return on a Wisconsin tax return.
If you added a W-2 to the amended return, you should report the line as W-2 Wages, salaries,
March 10, 2026
5:00 AM
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax...
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You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
March 10, 2026
4:58 AM
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax...
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You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
March 10, 2026
4:57 AM
See this for contacting a tax expert - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US
March 10, 2026
4:56 AM
How do I get this reimbursed?
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March 10, 2026
4:56 AM
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March 10, 2026
4:55 AM
1 Cheer
there's a question after the 1099-MISC input whether it's an 'intent to earn income' which triggers schedule C - say No to this - it's not earned income, it's passive.
March 10, 2026
4:51 AM
I put in the numbers, exactly, from my 2024 return, including the 3k cap.
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March 10, 2026
4:51 AM
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March 10, 2026
4:46 AM
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March 10, 2026
4:46 AM
If I understand correctly, you received a lump-sum payment in 2025 for 2024.
If that is the case, the marginal rates between 2024 and 2025 are of no consequence.
Even if the payment was due i...
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If I understand correctly, you received a lump-sum payment in 2025 for 2024.
If that is the case, the marginal rates between 2024 and 2025 are of no consequence.
Even if the payment was due in a previous year, you will report it on your tax return for the year you received it.
You can review this IRS question on Taxation on Lump Sum Payments
March 10, 2026
4:46 AM
did you pay yet - check for extra services that may have been added along the way and you can remove any additional services - avoid any refund processing gimmicks in particular Pay With My Refund co...
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did you pay yet - check for extra services that may have been added along the way and you can remove any additional services - avoid any refund processing gimmicks in particular Pay With My Refund costs an extra $40 to send your refund through a third party bank. If you need Premium version tho plus State, then the fees will get up there at this point even for DIY version. https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US
March 10, 2026
4:43 AM
No, you cannot exclude the $8000 for the 2024 backdoor Roth conversion and you do not need a revised Form 1099-R because it is correct.
When you make a non-deductible Traditional IRA contributi...
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No, you cannot exclude the $8000 for the 2024 backdoor Roth conversion and you do not need a revised Form 1099-R because it is correct.
When you make a non-deductible Traditional IRA contribution and then convert the Traditional IRA to a Roth IRA, that is called a backdoor Roth conversion. It is a two-step process with regard to reporting it on your tax return and it can get confusing when done over two calendar years.
Since your first conversion was done for the 2024 tax year, your 2024 tax return should have included the $8000 non-deductible contribution to your Traditional IRA. This would have been reported on Form 8606 as the basis of the Traditional IRA. Then, your 2025 return will also include another $8000 non-deductible contribution to your Traditional IRA, which will again be reported on Form 8606. This makes the total basis $16,000.
Your Form 1099-R is showing that a total of $16,000 was distributed out of the Traditional IRA during the calendar year of 2025. When you enter this into your return you will indicate that all of the money was converted to a Roth IRA and the basis shown on Form 8606 will make the transaction non-taxable (as long as you do not also have another Traditional IRA or pre-tax contributions in the Traditional IRA).
If you did not include the $8000 non-deductible contribution on your return for 2024 so that it was filed on Form 8606, then you should file Form 8606 now.
Take a look at the following TurboTax help article for more information and guidance to enter these transactions as part of your return and to file the Form 8606 for 2024 if needed:
How do I enter a backdoor Roth IRA conversion?