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4 hours ago
In TT Home & Business, download Windows version, Federal section > Deductions > Charitable Contributions, when I want to update a past charity with the multiple amounts of cash that I gave in 2025, I...
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In TT Home & Business, download Windows version, Federal section > Deductions > Charitable Contributions, when I want to update a past charity with the multiple amounts of cash that I gave in 2025, I cannot enter the individual amounts because the field for the Amount does not support "Add supporting details". This is important for me for record-keeping -- e.g., in case I later find another record of a donation, I want to check the date and the amount so I don't double-count or miss anything. So I click on the Form icon in upper right, which opens a Charitable Organization worksheet, which has nice tables to enter multiple donations, with date, dollar amount, and even frequency (for monthly etc. donations). So I fill out the "Detail of Money Donations Worksheet", which is automatically and correctly summarized in a higher table in the same worksheet, "Combined Amounts Worksheet". OK so far. I click Step-by-Step icon in upper right to go back to the Step-by-Step. It returns me to the list of "Your charities and donations". On this screen, the total amount of cash is correctly displayed. It would be better to return to the Step-by-Step detail screen for that charity, but that's relatively minor. The charity is still marked as "Needs Review", so I click the pencil icon to "review" and clear that flag. The big problem is that on the screen "Enter your total cash donations to <charity>", the amount shown is not the total, but only the first cash donation! Which is right, the list page or this detail page? (If I go back into the form, it still reports correct amounts. If I try to correct the Step-by-Step field to reflect the total, that updates my first cash donation to what I entered, which makes the calculated total in the form incorrectly high.)
4 hours ago
I live in NJ and work in NY
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4 hours ago
Nothing changes on the State's AGI or Taxable Income. Is State amendment necessary? Turbotax produced an Amended State Form for submittal.
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4 hours ago
I have been "chatting" with Turbo Tax's AI program for over an hour and done ALL the things it told me to do. I've also called the 800 number and the calls fail to go through. Sorry, but suggesting...
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I have been "chatting" with Turbo Tax's AI program for over an hour and done ALL the things it told me to do. I've also called the 800 number and the calls fail to go through. Sorry, but suggesting I go to the Turbo Tax page is NOT helpful.
4 hours ago
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4 hours ago
Total dependent care provider payments: $3,461. Total expenses claimed: $1160. Why not the $3000 max?
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4 hours ago
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4 hours ago
Are you asking about the Mobile App or the Desktop Download program? The Mobile App and Online can use any Windows version. Online and Mobile App System Requirements https://ttlc.intuit.com/commu...
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Are you asking about the Mobile App or the Desktop Download program? The Mobile App and Online can use any Windows version. Online and Mobile App System Requirements https://ttlc.intuit.com/community/system-requirements/help/turbotax-online-system-requirements/00/25787 You do need Windows 11 to install the Desktop program. For 2025 you will need Windows 11 or later or Mac OS Sonoma 14 or later (newer). Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements
4 hours ago
W
4 hours ago
It's the download version - NPOTY online or CD version.
4 hours ago
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4 hours ago
I completed my mothers 2021 federal and state tax returns using Turbo Tax. How do I get a copy of that?
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4 hours ago
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4 hours ago
It depends. This form by definition is considered self employment. If you were an employee of this same company then it should be part of your W-2 wages. On the other hand if you performed a service ...
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It depends. This form by definition is considered self employment. If you were an employee of this same company then it should be part of your W-2 wages. On the other hand if you performed a service as an independent subcontractor then it is self employment income and must be reported as such.
Options:
If you are an employee of the same company you can request a corrected W-2 or you can actually report it as though you were an employee and then the IRS will go back to your company for the employer share of social security and medicare tax. You will pay your half on your tax return.
IRS Form 8919, "Uncollected Social Security and Medicare Tax on Wages," is used by workers misclassified as independent contractors to report their share of taxes (7.65%) when they should have been treated as employees. Filing this form allows workers to pay only the employee portion of FICA tax, avoiding full self-employment tax (15.3%).
If you were not an employee and thought you were or should have been you can file Form 4852, Substitute W-2, with the same tax ramifications as in number 1. above but creating your own W-2. The IRS will collect the employer share of social security and medicare from the employer as well.
Form 4852 (Substitute for Form W-2) is used when you are a recognized employee but did not receive a W-2 or received an incorrect one.
Report the income as though you were self employed and continue with the entry of your 1099-NEC.
Form 8919: Code H
Complete the steps (entered below for your convenience). The IRS will go back to your employer for their share.
Scroll to Less Common Income
Start next to Miscellaneous Income
Start next Other income not already reported on a form W-2 or Form 1099
Yes to did you receive any other wages
Continue through to Did you earn any other wages? and answer Yes
Select Employee compensation that was not reported on a W-2
Continue > Report your wages, employer information and select reason code H
This will report your wages and you will also see the information for the SS-8 along the way. You will pay only the employee share of social security and medicare taxes. Form 8919 will be included with your return, see the link below.
What if Form 8919: Uncollected Social Security and Medicare Tax on Wages?
The Form SS-8 helps to differentiate between an employee and an independent contractor (self-employed).
Form 4852:
You can file as though you received a W-2, but may have to file by mail if you do not have the employer identification number (EIN) of your employer (should be on the 1099-NEC). In this case, complete a W-2 and then on the follow-up pages look for the page titled 'Do any of these uncommon situations apply to this W-2?'
Select 'Substitute form - I didn't get a W-2 from my employer and need to complete a substitute form.'
This will take you through the steps to complete the Form 4852 so you can file your return.
4 hours ago
I had the exact same problem - Mac, not password protected .tax2024 file, and didn't want to Continue. Good news, quitting and restarting the program worked! thanks for the tip... But add me...
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I had the exact same problem - Mac, not password protected .tax2024 file, and didn't want to Continue. Good news, quitting and restarting the program worked! thanks for the tip... But add me to the list of customers disappointed that Intuit is wrecking a very good product to steer folks to online, AI-heavy solutions.
4 hours ago
You should edit your post and delete your email address. This is a public forum so you don't want it all over the web. Did you type the wrong email address into the tax forms using Turbotax? An e...
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You should edit your post and delete your email address. This is a public forum so you don't want it all over the web. Did you type the wrong email address into the tax forms using Turbotax? An email address is only optional on those forms.
4 hours ago
2 Cheers
You can input the 1099-R manually. Not all banks make uploading available.
Here is how to do this in TurboTax Online:
Navigate to Federal > Wages & Income > Wages & Income Summary > ...
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You can input the 1099-R manually. Not all banks make uploading available.
Here is how to do this in TurboTax Online:
Navigate to Federal > Wages & Income > Wages & Income Summary > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
Add a 1099-R or say "Yes" you got a 1099-R in 2025
Select "Enter a different way"
On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
Now, you can input your 1099-R provider's info (Life Insurance Co of the Southwest), and continue through the rest of the interview
4 hours ago
I bought the Turbo Tax deluxe like I have done for at least the last 10 years,
4 hours ago
I'm trying to enter a 1099-R for Life Insurance Co of the Southwest in and they don't come up as a option or allow me to enter the information myself. What is the trick to get by this?