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yesterday
The cost of my service went up significantly ($119) when a 1099 was added.
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yesterday
Send the file with the amendment error. And let us know if there are state returns included.
yesterday
Yes, It was broken last year, and this year when I entered my SS data. Apparently, It was fixed in one of the updates this year.
yesterday
Do you use File > Exit to close the program after 'Save As'? Where are you saving to, or do you use the default location of Documents > TurboTax? If you're saving to a removable drive or a cloud-ba...
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Do you use File > Exit to close the program after 'Save As'? Where are you saving to, or do you use the default location of Documents > TurboTax? If you're saving to a removable drive or a cloud-based location, that can have something to do with it. It's best to work with TurboTax on the C drive, then move to where you want to keep after tax filing.
You can use the Flag feature to track where you are in the return.
Select Flag icon in the upper right corner
Select Add a new flag and a window pops up. You can name the flag and even leave yourself a note if you want to
When you resume work, select the Flag icon and then click on the flag that you want. The program will take you to that page.
You can select Edit to change your note, or the name of the Flag, or select the X to delete it.
@DonPayne
yesterday
@melpaw57 , generally a tax professional working for himself/herself will have PTIN and also ERO license and use the 8453 to get permission of the taxpayer to file the return on behalf of the taxpaye...
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@melpaw57 , generally a tax professional working for himself/herself will have PTIN and also ERO license and use the 8453 to get permission of the taxpayer to file the return on behalf of the taxpayer. So I am at a loss how you end up with 8453 if you are using TurboTax business or Home & Business. This does not make sense ---- a trustee is just another taxpayer and should not need ERO license or 8453.
I used that when using professional software from Intuit like Lacerte.
Something no make sense
yesterday
Thanks for the response. I did figure it out after I looked somewhere else. Please have them change the wording to "ONLY First 3 letters". I've used this software for over 20 years and it keeps chang...
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Thanks for the response. I did figure it out after I looked somewhere else. Please have them change the wording to "ONLY First 3 letters". I've used this software for over 20 years and it keeps changing. AI isn't helpful ! Thank you to the experts.
yesterday
Thank you. Unfortunately, it looks like you were correct about the 1099-DIV. I don't know why that was not calculated in until the review stage, but that was the cause- going to be a rough tax season.
yesterday
Correct, if you did indicate a payment date, then program will set the payment to come out on April 15.
@ken7489
yesterday
Not Medicare premiums at age 63. You must be age 65 or over for Medicare premiums to be qualified medical expenses payable with an HSA distribution. (Of course most people who are paying Medicare p...
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Not Medicare premiums at age 63. You must be age 65 or over for Medicare premiums to be qualified medical expenses payable with an HSA distribution. (Of course most people who are paying Medicare premiums are age 65 or over.) From IRS Pub 969: Insurance premiums. You may not use HSA funds to pay for insurance, except for the following. 1. Long-term care insurance. 2. Health care continuation coverage (such as coverage under COBRA). 3. Health care coverage while receiving unemployment compensation under federal or state law. 4. Medicare and other health care coverage if you were 65 or older (other than premiums for a Medicare supplemental policy, such as Medigap). The premiums for long-term care insurance (item (1)) that you can treat as qualified medical expenses are subject to limits based on age and are adjusted annually. See Limit on long-term care premiums you can deduct in the Instructions for Schedule A (Form 1040). Items (2) and (3) can be for your spouse or a dependent meeting the requirement for that type of coverage. For item (4), if you, the account beneficiary, aren’t 65 or older, Medicare premiums for coverage of your spouse or a dependent (who is 65 or older) aren’t generally qualified medical expenses.
yesterday
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yesterday
Wouldn't those non-taxed expenses be almost everything like, insurance,maintenance, furniture movers, repairs, management fees, legal expense?
yesterday
Yes there are some options if you need help with your return if you have not filed.
TurboTax Live, where you can get help from live tax experts, they can even review your return once you a...
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Yes there are some options if you need help with your return if you have not filed.
TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.
Live Expert Assist, where an expert helps you do your taxes
Live Expert Full Service, where an expert does your taxes for you. See the links below for more information:
Compare TurboTax Online Products
How do I get TurboTax Live?
If you already filed and you are having another issue, please give us more information and we will try to help you.
yesterday
That is exactly correct. The $564 is taxable income.
Either your line 1 wages of your W-2s were reduced by part or all of the excess (making that part of the excess withdrawn taxable income), or p...
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That is exactly correct. The $564 is taxable income.
Either your line 1 wages of your W-2s were reduced by part or all of the excess (making that part of the excess withdrawn taxable income), or part or all of the amount withdrawn was the employer match, which was originally tax-free but now becomes taxable income because you took it out.
you do have the optio, of making a direct contribution to your HSA of
since you removed the excess, you must tell TurboTax (despite the 1099-SA) that you took out the $564 excess by 4/15/2026 to avoid the 6% penaly as computed on Form 5329.
yesterday
Some things change but the key points remain. Each program is a little different. If the 1099-MISC is not a business:
mark that the income is only for this tax year. Otherwise the program will t...
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Some things change but the key points remain. Each program is a little different. If the 1099-MISC is not a business:
mark that the income is only for this tax year. Otherwise the program will think it is recurring income and a business.
mark no to like main job
no intent to earn money
If you would like to reply with online or desktop and the version, we can give you complete steps.
yesterday
Do you get an error message when you try to open your PDF? Make sure you have the latest version of Adobe Reader.
Here are the primary reasons and solutions for PDF files not opening:
Cor...
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Do you get an error message when you try to open your PDF? Make sure you have the latest version of Adobe Reader.
Here are the primary reasons and solutions for PDF files not opening:
Corrupted or Incomplete File: The file may not have downloaded completely, or it was damaged during transfer. Try re-downloading or requesting the file again.
Outdated or Damaged PDF Reader: An outdated viewer (e.g., Adobe Acrobat Reader) can prevent files from opening. Update your reader software or reinstall it.
Incorrect Default App Association: Your computer might be trying to open the PDF with the wrong application. Right-click the file, choose "Open With," and select your primary PDF viewer.
Browser Settings (If opening online): Browser extensions or security settings may block PDF viewing. Try opening the PDF in a different browser, clearing the cache, or using a specialized viewer.
File Protection/Security Settings: If the PDF is encrypted, password-protected, or flagged as suspicious by security software, it may not open.
Run as Administrator (Windows): Sometimes, restricted user permissions prevent Adobe from opening. Try launching Acrobat as an administrator.
@odleshop
yesterday
Have you tried to e-file your return, @lambell?
yesterday
I do not need help with my taxes but with my Intuit account. Their AI doesn't work and I can't get a real person.
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yesterday
I figured out where Arizona wants those expenses on their 104NR form. They want NET income. Now however, it seems they want me to take out those expenses that are not taxed by Arizona by adding th...
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I figured out where Arizona wants those expenses on their 104NR form. They want NET income. Now however, it seems they want me to take out those expenses that are not taxed by Arizona by adding them back under "Other Adjustments" ? This is not a very clear program for Arizona.