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a month ago
I am in the same exact situation - no 1099Q involved though. The problem is I don't know what things like "I just created a student profile with scholarship and left enough to cover $4,000" mean. Ho...
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I am in the same exact situation - no 1099Q involved though. The problem is I don't know what things like "I just created a student profile with scholarship and left enough to cover $4,000" mean. How do I "leave enough to cover 4000", what do I put where? This is absurd. Can I speak to someone like you who understands the workaround? I've tried the delete and clear cash several times including on the phone with expert help and it doesn't change the result. I still get the same error message the OP is getting. I called tech support who sent me to expert who sent me back to tech support who now sent me back to expert. It NEVER was this way in prior years. Sorry, I just realized I posted here already and while there is an option to Edit I don't' see an option to delete.l
a month ago
If you are referring to the Working Family Tax Credit from the State of Washington, then to claim the credit you would have had to complete a Washington return. If you did complete a Washington retu...
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If you are referring to the Working Family Tax Credit from the State of Washington, then to claim the credit you would have had to complete a Washington return. If you did complete a Washington return and you qualify for the credit, then it is included in your state refund.
You can go back to review your state return to verify that you claimed the credit. To see your return:
Sign in to TurboTax.
Open or continue your return by selecting Start or Continue.
Select Tax Tools from the menu
Select Print Center and then Print
If you did not claim it in your return, you can claim it in the link below:
A tax credit for Washington workers
a month ago
We filed our taxes in February using TurboTax Full Service Live and and the expert did it for us. She said we owe taxes about $2000 which was shocking because I knew I paid enough estimated taxes. An...
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We filed our taxes in February using TurboTax Full Service Live and and the expert did it for us. She said we owe taxes about $2000 which was shocking because I knew I paid enough estimated taxes. Anyway, we thought she is the expert and she should be right!! Yesterday I got Form 4883C to prove my identity! I called IRS today and after verifying my identity, the agent said, your Tax Expert did NOT entered the estimated taxes in our 1040 and that's why it did not match the IRS records and our file was flagged to check. Now we are going to get all the estimated taxes back as a refund. Seriously? After paying about $230 for a live tax expert and they forgot to enter this important information? How can I talk to a supervisor to file a complain? I requested a call in Full Service twice today and no one called back!!
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a month ago
Sorry each account needs a separate email address. Online is only good for 1 return per account. You can start another return in TurboTax Online by: Logging out if you are in your account Choos...
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Sorry each account needs a separate email address. Online is only good for 1 return per account. You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return
a month ago
Yes, if it was not used by you as a personal home. If it happens to be a collectible versus real property select Collectible as the type of property instead of 'Other' for example. In 'How did you re...
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Yes, if it was not used by you as a personal home. If it happens to be a collectible versus real property select Collectible as the type of property instead of 'Other' for example. In 'How did you receive this investment' you still select 'I inherited it'.
Your cost basis is the fair market value on the date of death of the decedent, plus the capital improvements (not repairs but improvements that are capital in nature). The expenses of sale will reduce any gain or increase any loss as well. This is entered as the sale of investment property and can be entered as follows.
Enter the inherited property sale in TurboTax using the steps provided.
Open or continue your return: Choose the Search box and type 'sale of second home' then use the Jump to link to enter your inherited sale) or follow the menu. In TurboTax Online select 'See more' in the FAQ then click 'sold second home'.
Under Wages & Income scroll to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
Answer Yes on the Did you sell any stocks, mutual funds, bonds, or other investments in 2025? screen
If you land on the Your investment sales summary screen, select Add More Sales
On the OK, let's start with one investment type screen, select Other, then Continue
On the Tell us more about this sale screen, enter the name of the person or institution that brokered the sale
On the next screen, select Other (choose this also for inherited homes) then select I inherited it under How did you receive this investment? (For TurboTax Desktop you can enter a description of 'Inherited Home' and long term holding period).
a month ago
1 Cheer
Latest update seems to have fixed the problem. I was able to submit and efile two federal and two CA returns.
a month ago
I populated the yearly carryover worksheet, but its says QBI should not have a value when no previously disallowed losses are present for regular tax purposes.
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a month ago
2 Cheers
Good News! Just decided to randomly start the program and try again before I mailed it in and e-file for CA 541 just went through! Go ahead and try it now.
a month ago
Yes, use the numbers provided on your 1099-G even if box numbers are missing. Compare the descriptions to the corresponding boxes on your TurboTax screen. Your payment would be in Box 1; your Federal...
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Yes, use the numbers provided on your 1099-G even if box numbers are missing. Compare the descriptions to the corresponding boxes on your TurboTax screen. Your payment would be in Box 1; your Federal Tax Withheld would be in Box 4; your state information would be in Boxes 10 & 11. Form 1099-G, which is for certain government payments, does vary by state because each state (as well as local governments), can issue their own version to report unemployment compensation or tax refunds. They do follow IRS guidelines but can differ in layout or format due to different state-specific tax laws, deductions, or credits. You can view a copy of Form 1099-G that has the box numbers on it here. See Form 1099-G Also see Instructions for Form 1099-G See also: What Is a 1099-G Tax Form? Where do I report a 1099-G for unemployment or paid family leave? Please return to Community if you have any additional information or questions and we would be happy to help.
a month ago
I have been unable to import the data from any one of my 3 Ameriprise accounts. After trying multiple times, I am advised to log in again with the threat of having my account locked. I alternately ge...
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I have been unable to import the data from any one of my 3 Ameriprise accounts. After trying multiple times, I am advised to log in again with the threat of having my account locked. I alternately get a message that the information cannot be imported from this type of account. This is the second brokerage account which has not enabled the import. I have not had any such problems in prior tax years.
a month ago
@rcdmbch I provided the shortcut method above to go directly to the estimated taxes entry section. If you want to use regular navigation, here's how. So between the 2 methods, you should be able t...
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@rcdmbch I provided the shortcut method above to go directly to the estimated taxes entry section. If you want to use regular navigation, here's how. So between the 2 methods, you should be able to use one or both of them. When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks". That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.
a month ago
The updates refresh after every Thursday. Try back this weekend and see if you are able to electronically file.
a month ago
Here's a tool that should get you directly to the estimated tax payments section. I've also provided an alternate navigation method in a comment that follows this one. With the return open, go ...
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Here's a tool that should get you directly to the estimated tax payments section. I've also provided an alternate navigation method in a comment that follows this one. With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE: Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.
a month ago
If you made estimated tax payments on your gambling winnings during the 2025 tax year, then you can enter your payments using the information below.
Where do I enter my estimated tax payments?
a month ago
Thank you very much. Initially, I had imported the 1099-R, and I must have skipped some of those steps.
a month ago
1 Cheer
Here is what I recommend on how to exclude it. Enter the 1099 G exactly the way it is reported, including the amount in Box 6. Go to federal>less common income miscellaneous income>other repor...
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Here is what I recommend on how to exclude it. Enter the 1099 G exactly the way it is reported, including the amount in Box 6. Go to federal>less common income miscellaneous income>other reportable income (it's at the very bottom of the screen). Enter a description: "Section 126 Exclusion Statement attached: EQIP Grant for [Project Name] Give the name of the project if this is available to you. Now enter the taxable amount preceded by a minus sign. (eg. -1000) This will remove the income from your return. @sherertzg
a month ago
If your Traditional IRA shows earnings over time, regardless of non-deductible contributions, you will lose the ability to do a tax-free Roth IRA backdoor contribution. @IM2024
a month ago
1 Cheer
what did you file for 2024? check your Form 8606's for 2024 and 2025 to see what's happening. the $2000 should have been a non-deductible contribution filed for 2024 tax year, and carried ove...
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what did you file for 2024? check your Form 8606's for 2024 and 2025 to see what's happening. the $2000 should have been a non-deductible contribution filed for 2024 tax year, and carried over on Line 14 of 2024 Form 8606 to Line 2 of 2025 Form 8606. you should then have a $7000 contribution for 2025 on Line 1 of 2025 8606, total basis $9000.
a month ago
It is under the "your refund info" row. I have tried in different browsers and rebooted my computer.
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