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yesterday
you can’t efile a 2024 return after December 15, 2025 through TurboTax. Other software may have different policies.
yesterday
I have traditionally used the TT desktop version to file my personal taxes along with a small business ownership. This year I think I might need to add expert assist. I am not finding any information...
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I have traditionally used the TT desktop version to file my personal taxes along with a small business ownership. This year I think I might need to add expert assist. I am not finding any information on pricing for the desktop 2025 version, nor if it can be combined with Expert Assist. Can someone fill me in? Thanks, - Jim -
yesterday
Hello, My husband is a minister who receives a W-2 from his full-time job at a religious organization. He has other income for weddings, funerals, training conferences, etc. that he performs as a se...
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Hello, My husband is a minister who receives a W-2 from his full-time job at a religious organization. He has other income for weddings, funerals, training conferences, etc. that he performs as a self employed minister. Can he take the Self Employment Health Insurance (SEHI) deduction based on his self-employment income? I have googled this and am getting conflicting answers. Thank you.
yesterday
It was deleted because the number of taxpayers that itemize has decreased.
yesterday
@pk, I think the issue is that I am using the online version and not the desktop software version. It is not giving me an option to input my own 1099-R. When I say I don't have a 1099-R it takes me o...
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@pk, I think the issue is that I am using the online version and not the desktop software version. It is not giving me an option to input my own 1099-R. When I say I don't have a 1099-R it takes me out of inputing a pension income.
yesterday
You don't need to get around the "number of days" prompt in TurboTax, you should enter the actual number of nights the child stayed with you (even if it is less than 183) and then look for the follow...
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You don't need to get around the "number of days" prompt in TurboTax, you should enter the actual number of nights the child stayed with you (even if it is less than 183) and then look for the follow-up question asking if you have a written agreement or Form 8332 from the custodial parent.
Because the IRS defines the custodial parent strictly by physical residency, entering 183 or more days when you are the noncustodial parent could incorrectly trigger credits you aren't eligible for, like the Earned Income Tax Credit, which often leads to an audit. Instead, by accurately reporting the lower number of days and selecting the option that the custodial parent is releasing the claim to you, TurboTax will correctly apply the Child Tax Credit to your return while generating the necessary Form 8453 to be mailed with the signed Form 8332.
yesterday
The system is currently taxing the full distribution as regular income and doesn't offer anywhere to indicate the funds were used to pay student loans.
Topics:
yesterday
Yes, you would select 1099-R. You must make sure that the marking (or not) of the IRA/SEP/SIMPLE box on TurboTax's 1099-R form matches that of the form provided by the payer. Since an IRA is not...
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Yes, you would select 1099-R. You must make sure that the marking (or not) of the IRA/SEP/SIMPLE box on TurboTax's 1099-R form matches that of the form provided by the payer. Since an IRA is not permitted to contain life insurance, a Form 1099-R for a distribution from a life insurance policy cannot have the IRA/SEP/SIMPLE box marked.
yesterday
Here are the steps to delete Form 14039:
Open your return.
Go to Tax Home
Select Tax Tools in the left menu
Click on Tools
A pop-up will come out called Tool Center
Select Del...
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Here are the steps to delete Form 14039:
Open your return.
Go to Tax Home
Select Tax Tools in the left menu
Click on Tools
A pop-up will come out called Tool Center
Select Delete a form
Select Delete next to the Form 14039 that you want to delete
If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.
If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form.
yesterday
If you want to edit your withholding on the forms that you entered in your return, like your W2 or any 1099 forms:
Navigate to Wages & Income
Locate your W-2 pr the 1099 that you want to upda...
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If you want to edit your withholding on the forms that you entered in your return, like your W2 or any 1099 forms:
Navigate to Wages & Income
Locate your W-2 pr the 1099 that you want to update
Change the withholding amounts
If you want to change the withholding on your future paychecks, you will need to update your Form W4 to take to your employer.
Go to the Other Tax Situations section
Update your W-4 form
Print it and submit it to your employer
yesterday
Live Chat said I have to re-enter all payers. So now my list will show all payers TWICE. That can't be right
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yesterday
To remove Expert Help from TurboTax if you did not use the expert help option, you may be able to downgrade in order to remove this service. In your left panel of your TurboTax screen select Switch ...
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To remove Expert Help from TurboTax if you did not use the expert help option, you may be able to downgrade in order to remove this service. In your left panel of your TurboTax screen select Switch Products and then Downgrade.
You can also review your fees using the instructions below. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?
You can review your fees in TurboTax online as follows:
Go to the left side of your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up
Click on "My Fees" to see a summary of your Turbo Tax Fees.
You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support
See this link
How do I request a refund for my TurboTax product?
How do I downgrade to a different TurboTax Online product?
How Do I Clear and Start Over?
Please return to Community if you have any additional information or questions and we would be happy to help.
yesterday
The delays, if any, vary depending on what is going on with the return. The best way to find out what is happening to your return is to check the status in the IRS site. Usually if there are any de...
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The delays, if any, vary depending on what is going on with the return. The best way to find out what is happening to your return is to check the status in the IRS site. Usually if there are any delays, they will give you more information.
Where's My Refund?
@kamt2467
yesterday
@LornaYoung , I am confused -- per the IRS
Box-1 Compensation Paid;
Box -4 Federal Taxes Withheld
Box 5 State Tax withheld
Box -6 Payor State ID
Box 7 State Income
Does...
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@LornaYoung , I am confused -- per the IRS
Box-1 Compensation Paid;
Box -4 Federal Taxes Withheld
Box 5 State Tax withheld
Box -6 Payor State ID
Box 7 State Income
Does not your 1099-NEC match this ? And TurboTax legend is different ?
For most tax payers, I would expect only Box 1 filled with the amount paid and perhaps Box 6 ( fed. id is often default ).
yesterday
You are entering an IRS form 1099-B into TurboTax Online using the sales section total method.
If a sales section amount does not prompt you to upload the document, the transactions may meet th...
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You are entering an IRS form 1099-B into TurboTax Online using the sales section total method.
If a sales section amount does not prompt you to upload the document, the transactions may meet the one of the qualifications of Exception 1.
IRS Schedule 8949 Instructions, page 5, states:
However, this does not apply to transactions that qualify for Exception 1....In those cases, an attachment, a statement, or Form 8453 is not required.
IRS Schedule 8949 Instructions, page 4, defines Exception 1 here.
Exception 1
Form 8949 isn't required for certain transactions. You may be able to aggregate those transactions and report them directly on either line 1a (for short-term transactions) or line 8a (for long-term transactions) of Schedule D. This option applies only to transactions (other than sales of collectibles) for which:
• You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments in box 1f or 1g;
• The Ordinary box in box 2 on Form 1099-B isn’t checked;
• You received a Form 1099-DA (or substitute statement) that shows basis was reported to the IRS and doesn’t show any adjustments in box 1h or 1i;
• The Ordinary box in box 6 on Form 1099-DA isn’t checked;
• You don't need to make any adjustments to the basis or type of gain (or loss) reported on Form 1099-B or Form 1099-DA (or substitute statement), or to your gain (or loss); and
• You aren’t electing to defer income due to an investment in a QOF and aren’t terminating deferral from an investment in a QOF.
If you choose to report these transactions directly on Schedule D, you don't need to include them on Form 8949 and don't need to attach a statement.
For more information, see the Schedule D instructions.
yesterday
You can deduct construction loan interest on Schedule A (Form 1040) as an itemized deduction. Even without a Form 1098, you can enter the total interest paid directly into TurboTax by selecting the o...
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You can deduct construction loan interest on Schedule A (Form 1040) as an itemized deduction. Even without a Form 1098, you can enter the total interest paid directly into TurboTax by selecting the option indicating you did not receive a Form 1098.
Construction loans can be treated as a qualified home for up to 24 months if you eventually move in and use the property as your primary home.
To do this, you can:
Click on the Search icon at the top right of your TurboTax screen
Type 1098 in the search box
Click on the link Jump to 1098
Your screen will say Did you pay any home loans in 2025? Answer Yes
Your screen will say Who's your mortgage lender? Enter it and Continue
Your screen will ask Do any uncommon situations apply? Check the box The seller is financing this loan and I did not receive a 1098 and Continue
On the screen that says Let's get some info about XXXX now, enter the details and Continue
Your next screen says Let's get the rest of your mortgage info, answer and Continue
On the screen that says Is this loan secured by a property you own? Answer and Continue
On the screen that says What kind of property is this loan for? Answer and Continue
Continue through the rest of your TurboTax screens and answer all follow-up questions
See also:
Home mortgage interest deduction Page 5
Where do I enter my 1098 mortgage interest statement?
Publication 936, Home Mortgage Interest Deduction
Please return to Community if you have any additional information or questions and we would be happy to help.
yesterday
For 2025, you are a Part-Year Resident of Maryland because you "abandoned" your residency during the calendar year.
Because you left the U.S. permanently during the year, you may be a "dual-st...
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For 2025, you are a Part-Year Resident of Maryland because you "abandoned" your residency during the calendar year.
Because you left the U.S. permanently during the year, you may be a "dual-status" taxpayer—a resident for the part of the year you were in the U.S. and a nonresident for the part after you departed. You must file a statement with the IRS to establish your residency termination date. You must sign and date this statement and include a declaration made under penalties of perjury. See Residency starting and ending dates.