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yesterday
You read my response and yet, did not understand it. You got to the 4th word and spun off on an unrelated, irrelevant tangent. Apparently, you've been having a very bad day? week? at work. It's ...
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You read my response and yet, did not understand it. You got to the 4th word and spun off on an unrelated, irrelevant tangent. Apparently, you've been having a very bad day? week? at work. It's not going to get better between now and the 15th. Take deep breaths and please stop taking out your stress on the customers.
yesterday
If you Contact TurboTax Support and explain your situation, they should push you a download for the desktop product.
@MChwastiak1
yesterday
1 Cheer
No, you don't need to report anything on this return. You must take your first Required Minimum Distribution (RMD) by April 1 of the year after you turn age 73. If you turned 73 in 2025, your first...
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No, you don't need to report anything on this return. You must take your first Required Minimum Distribution (RMD) by April 1 of the year after you turn age 73. If you turned 73 in 2025, your first RMD is due by April 1, 2026.
yesterday
Copied the following from the Help section of Turbotax Premier for Mac regarding form 3468 and required links to form 3800. "If your K-1 reports Investment Credit from multiple facilities, you sho...
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Copied the following from the Help section of Turbotax Premier for Mac regarding form 3468 and required links to form 3800. "If your K-1 reports Investment Credit from multiple facilities, you should not link that K-1 as there is no way to differentiate which credit originates from which facility. In this case, you will fill out Form 3468(s) manually without using links. To link from a K-1 Partnership or a K-1 S Corp, establish the link on the Additional Information worksheet of your K-1." My K-1 S-Corp does have multiple facilities, so I followed the first and second sentences, and then get an error that I must link the forms as per sentence 3 above. Correcting the error doubles the credit because one "should not link that K-1..." Can anyone explain the contradiction in the quoted help above?
yesterday
You might have logged in under a wrong account. To find the account where your 2024 return is:
First, sign out of your account
Go to our Let's get you signed in page
Enter your email...
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You might have logged in under a wrong account. To find the account where your 2024 return is:
First, sign out of your account
Go to our Let's get you signed in page
Enter your email address, phone number, or user ID
We'll send a code to either your email address or your phone
Enter the code we've sent you
We'll show you a list of your accounts. Select the one you want to sign in to.
yesterday
My daughter is a full time college student who went from being an undergraduate in May 2025, to a graduate student in August 2025. She had work study as both an undergrad and a grad student. The scho...
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My daughter is a full time college student who went from being an undergraduate in May 2025, to a graduate student in August 2025. She had work study as both an undergrad and a grad student. The school sent her a W2 with her wages. My question: In Turbotax, it asks if her grants/scholarships were reported as income. Work study is a grant. She and I are working on her taxes as she is 25 and considered independent now according to TT - even though I still support her. She made about $9000 from working at school. How does she report it? Is it correct to say some of her grant was already reported as income? We don't want to get this wrong. Thank you for your help!
yesterday
Yes, I think he thought NJ withheld $25. So, you don't have to file NJ, but there is nothing to refund either.
yesterday
Cannot find the 8815 form. I am rolling over US Savings Bonds near the end of 2025 Tax year to a 529 plan which was completed prior to the end of the year. Have complied with all the rules.
yesterday
Your new basis is the $32K- 92K + $73K (the ordinary income recapture), which nets to $13K
There should be a supplemental sales schedule accompanying the K-1, which you can use to prove this amoun...
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Your new basis is the $32K- 92K + $73K (the ordinary income recapture), which nets to $13K
There should be a supplemental sales schedule accompanying the K-1, which you can use to prove this amount.
yesterday
When I finished my 2025 tax return I got asked to direct deposit it into a Turbotax debit account or something. I saw "direct deposit into debit account" and went for it. So I got a debit card I did...
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When I finished my 2025 tax return I got asked to direct deposit it into a Turbotax debit account or something. I saw "direct deposit into debit account" and went for it. So I got a debit card I didn't want, freak cancelled it and the accounts associated with it, then forgot to link my actual debit card to my account so I'd get my refund. So it's past the refund date and I didn't get my money. I'd like an actual agent to help me correct this instead of filing amendments
yesterday
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yesterday
I would like to speak with someone on the phone 407-388-4498
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yesterday
Dear All, Can I file my return amendment for 2024 electronically with TurboTax Home and Business? I have a schedule-E being added and there is rental income loss that I am showing. I missed addin...
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Dear All, Can I file my return amendment for 2024 electronically with TurboTax Home and Business? I have a schedule-E being added and there is rental income loss that I am showing. I missed adding schedule-E completely in my previous year filling. If paper filling do I need to send all the receipts and bunch of papers?
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yesterday
how can i fix this error where would it be?
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yesterday
A Person on the Return Worksheet is created for everyone on your return. Have you tried deleting the worksheet, then stepping through the Personal Info section again to repopulate it? Did you enter...
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A Person on the Return Worksheet is created for everyone on your return. Have you tried deleting the worksheet, then stepping through the Personal Info section again to repopulate it? Did you enter a 1098-T in your return? If not, go the Education section, Edit your student and answer the questions about student status and enrollment, then Edit the school and add a 1098-T. If you don't have one, enter dummy info (delete later).
@Sblock493
yesterday
No, the allocations will remain there as long as you have them in the rental property correctly. If the property isn't set up properly with personal and rental days allocated properly, the automatic...
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No, the allocations will remain there as long as you have them in the rental property correctly. If the property isn't set up properly with personal and rental days allocated properly, the automatic allocation won't work. But your rental profile is correct so you should not have an issue.
yesterday
What do I do if not all of my retirement income is taxable?
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yesterday
You can roll the funds into a ROTH IRA. You can do a direct rollover of your CTZE balance from the Thrift Savings Plan (TSP) to most of the major financial institutions; however, you should verify w...
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You can roll the funds into a ROTH IRA. You can do a direct rollover of your CTZE balance from the Thrift Savings Plan (TSP) to most of the major financial institutions; however, you should verify with Vanguard (or whomever you choose to transfer the funds to) prior to doing the rollover that they can and will do the special tracking required for tax-exempt contributions and their earnings. Custodians that I have seen mentioned as accepting such rollovers include Vanguard, Fidelity, Charles Schwab, and USAA (which is often recommended for it's specialization in military financial needs). They all have retirement plan experts. Be sure to speak with one, not just a financial advisor or a customer service representative.
yesterday
There is no way to know if the IRS got it. It could be sitting in a mailbag or wherever lost mail ends up.
POTUS issued an EO, effective 10/1/2025, refunds by paper check will not be made, and ...
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There is no way to know if the IRS got it. It could be sitting in a mailbag or wherever lost mail ends up.
POTUS issued an EO, effective 10/1/2025, refunds by paper check will not be made, and paper check payments will not be accepted. However, the belief was that paper check payments would be allowed through 2026 or 2027
You're between a rock and a hard place. You can pay again, hoping the IRS does not get and cash the first check. If you pay again, do it electronically through the IRS website. Your other option is to wait to see if the IRS cashes the check. If it got it, no one can tell you when it will be cashed, if at all. However, if the check is lost, paying after 4/15/2026 will incur a monthly late-payment penalty of .5% + interest.
yesterday
The IRS allows you to deduct sales tax on a vehicle only if the tax rate paid is the same as the "General Sales Tax" rate in your area.
Texas General Sales Tax is usually 8.25% (6.25% state + u...
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The IRS allows you to deduct sales tax on a vehicle only if the tax rate paid is the same as the "General Sales Tax" rate in your area.
Texas General Sales Tax is usually 8.25% (6.25% state + up to 2% local).
Texas Motor Vehicle Tax is historically capped at 6.25% (State only). Local jurisdictions in Texas usually do not (and often cannot) add local sales tax to vehicle purchases.
Since what you paid for the car (6.25%) does not match your local general rate (8.25%), the program sees a mismatch and marks your local rate as "undefined" because it can't reconcile the two numbers.
Thus, you must follow the IRS's "Lesser of Two" rule: if the vehicle rate is different from the general rate, you deduct the lower of the two.
Open or continue your return.
Go back to the "Major Purchases" screen and delete the car you entered.
Make sure you entered your correct Zip Code (the program uses this to determine that your "General Rate" is 8.25%).
Re-Add the purchase.
When asked for the sales tax paid, Enter the Actual Tax Paid from your sales contract (the 6.25% amount... do not let the program calculate it).
If asked for the "General Sales Tax Rate", enter your local rate (e.g., 8.25%).
Note: If the software still gives you the error, you may need to select the option to "Enter actual sales tax paid for the year" instead of using the IRS tables (you will need to estimate your total sales tax for the year or use your receipts).