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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 i... See more...
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?
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... See more...
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.
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!
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... See more...
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)
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... See more...
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.
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 ... See more...
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,
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... See more...
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
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... See more...
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
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
How do I get this reimbursed?
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.
I put in the numbers, exactly, from my 2024 return, including the 3k cap.
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... See more...
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
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... See more...
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
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... See more...
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?  
that's a breakdown you need, you should be able to tie out those details to Box 1a to confirm - Vanguard states on their 1099-DIV that Box 1a "includes lines 1b, 5, 2e" so should be total of any non-... See more...
that's a breakdown you need, you should be able to tie out those details to Box 1a to confirm - Vanguard states on their 1099-DIV that Box 1a "includes lines 1b, 5, 2e" so should be total of any non-qualified, qualified, Section 199A distributions (there is no "ordinary" dividend in the breakdown).  Box 1b should tie to the qualified dividends only.
No, you are not reporting it twice on accident with the way you are doing it. The first number should be the FULL amount.    If your tips were NOT reported on a 1099, then you will not receive the ... See more...
No, you are not reporting it twice on accident with the way you are doing it. The first number should be the FULL amount.    If your tips were NOT reported on a 1099, then you will not receive the tips as a deduction.  In order to claim the no tax on tips deduction, the tips MUST be reported to the IRS on a 1099 for those who are self-employed.     So, if you did not receive a 1099 that reported this income, you would enter it as cash, just as you did and check the box as you did.  When you enter it as cash, you would still need to report the entire $1,307.    When you click on the "This income includes tips" learn more link you will see that at this time those tips are not deductible. This box is for just in case there is further guidance issued by the IRS that says these tips that are NOT reported on a 1099 for self-employed individuals would become deductible.  So entering the $307 is for the just in case.  It is NOT adding it to your income, it is putting it in a spot to possibly deduct it from your income at a later point.  Right now, self-employment tips aren't eligible for the deduction if they aren't included as part of your total income on a 1099-K, 1099-NEC, or 1099-MISC. But, this could change, which is why we're asking if you have any tips not included on a 1099 for this line of work. These could be: - Cash tips - Tips that would have been reported on a 1099-K, but you didn't get a 1099-K because you earned less than $20,000 (this is common for Uber and Lyft drivers). - Tips that would have been reported on a 1099-MISC or 1099-NEC, but you didn't get either form from your payer because you earned less than $600. - Tips that should have been reported on a 1099, but the payer forgot or failed to give you your form.   No Tax on Tips: How It Works in the One Big Beautiful Bill