All Posts

TurboTax does not have your W-2.   W-2’s come from employers.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2. ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36   And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2.      https://ttlc.intuit.com/community/income/help/what-if-it-s-february-but-i-still-don-t-have-my-w-2/00/25998  

If you do not qualify for the Special $25,000 allowance (your Modified Adjusted Gross Income (MAGI) exceeded $150,000) or you did not actively participate, your rental activity losses are limited until you completely dispose of your interest in the passive activity.     See IRS Form 8582: Calculating Passive Activity Losses for Real Estate and if this does not apply, please post again explaining your situation and we will further assist!  

What type of capital gains deduction are you doing? I have a rental property installment sale and trying to figure out which one to choose. Do you or anyone else have some info to help me out? My post was right after yours.   Thank you

The Estimated Payment section for state payments allows multiple lines for other payments and any state can be selected from the dropdown, with different dates and amounts. The same for local estimated tax payments.   Is your software updated to the latest release?  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   On State estimated taxes for 2025, click on the start button   On Local estimated taxes for 2025, click on the start button   Federal estimated taxes paid are entered on Form 1040 Line 26    

Please explain.  What happened?  Didn't Hewitt file your 2023 return or did it reject?  If they did your 2023 return you should go back to them and see what happened.   To do a prior year return with Turbo Tax you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Monterey 12 to install it on.  

User [phone number removed]    What type of capital gains deduction are you doing? I have a rental property installment sale and trying to figure out which one to choose. Do you or anyone else have some info to help me out? My post was right after yours.   Thank you

Review the steps in either of the links below to access your TurboTax Account. Request Access to your TurboTax Account I need help signing into my Intuit Account Alternate information for your vehicle is to enter it manually using your 2024 tax return.

@jdmercha If your state sent you a tax notice or adjustment to your return, you have the right to disagree with their changes and respond in writing requesting an abatement of the additional taxes, interest or penalties.  Note: Generally, you should pay the additional tax first, and then requesting a refund with your written response.   As you know, you also have certain options for audit defense with TurboTax stemming from your purchase. If you are still unable to contact Audit Support directly, then I would try contacting Customer Support to make the connecting call.    Further details from the TurboTax Audit Support Center help page: What types of audit support does TurboTax provide? TurboTax offers the following options for support when you receive an audit notice. Audit Support Guarantee Description: Free one-on-one audit guidance when you file a return with any TurboTax version except TurboTax Business for Windows Services: Consultation with a trained tax professional if you receive an audit notice Year-round answers to your audit questions Assistance with what to expect and how to prepare for an audit Contact info: Call 800-624-9066 for assistance Audit Defense Description: Optional paid add-on service that must be purchased when you file your taxes Available through MAX Defend and Restore (TurboTax Online), PLUS, or as a standalone service (TurboTax desktop software) Services: Full audit representation by a licensed tax professional, including representation in front of the IRS Contact info: Create or sign in to your Audit Defense account to get started. You can also contact TaxAudit at 877-829-9695. How do I know if I purchased Audit Defense? To determine if you purchased Audit Defense, sign in to your TurboTax account, select the tax year under Your tax returns & documents, and select View order details. If you have PLUS, Max Benefits, or Premium Services listed, then you purchased Audit Defense. In TurboTax Desktop, it’s called Audit Defense for TurboTax Desktop. Tip: Have your notice and your tax return handy when you call.   What state are you in if you do not mind sharing? I can help you find your state's guidance for responding to tax notices. See this post for an example (or for reference, if you also happen to live in NYS).

Thanks @AnnetteB6    "Conversions can be done at any time and are only associated with the year in which it is done, unlike IRA contributions which are tied to a particular tax year." - I did not know this. So I should clear below shown form about recharacterization? Now let's say I contribute to traditional IRA for 2026 in 2026 and then transfer immediately to Roth. Then 1099-R form for 2026 will have two years worth of contribution? Thank you