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Saturday
Hello, I am a on a pension and my COLA mid 2026 will send me over the cliff for the 400% of poverty level of my MAGI by about $600 thus costing me a 670% premium increase, yes that is correct. I ...
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Hello, I am a on a pension and my COLA mid 2026 will send me over the cliff for the 400% of poverty level of my MAGI by about $600 thus costing me a 670% premium increase, yes that is correct. I have read whereas I could contribute more traditional IRA funds, but I am very confused as to how you remove then add back the contribution from AGI, etc. I know that the 400% for 2 people is $84,600, so i would want to be below that final number. I would appreciate any suggestions on how I should proceed down that avenue. Thanks!
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Saturday
Trying to file 2024 Federal Tax Return without having to file Florida State return. Turbo Tax is holding up due to updates to Florida State Return forms.
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Saturday
As of TT 2024 the wording is the same, and still would be helpful if it were clarified.
Saturday
Try entering the total paid for each quarter.
Saturday
2 Cheers
Answer Yes. This question is simply to asking if this was any kind of In-plan Roth Rollover (IRR) rather than a rollover to a Roth IRA and the TurboTax developers failed to include Roth 457(b) in th...
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Answer Yes. This question is simply to asking if this was any kind of In-plan Roth Rollover (IRR) rather than a rollover to a Roth IRA and the TurboTax developers failed to include Roth 457(b) in the list of receiving account types. Answering Yes avoids TurboTax inappropriately treating the rollover as adding to Roth IRA basis and avoids TurboTax excluding the taxable amount of the rollover from MAGI for the purpose of a Roth IRA contribution.
Saturday
I made no quarterly payments for tax year 2025. What i did was make 23 separate and individual payments, and I entered each of these into the desktop premier version estimated tax screen. They all to...
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I made no quarterly payments for tax year 2025. What i did was make 23 separate and individual payments, and I entered each of these into the desktop premier version estimated tax screen. They all took but it only totals the first 10 entries. So where I paid in roughly $5000.07 it is showing a total of $1041. Please fix this!!
Saturday
I need guidance on how to answer TurboTax’s question on “Rollover of 401(k) to ROTH 401(k)”. The question is: “Is this 1099-R reporting a rollover of funds from a 401(k), 403(b) or governmental ...
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I need guidance on how to answer TurboTax’s question on “Rollover of 401(k) to ROTH 401(k)”. The question is: “Is this 1099-R reporting a rollover of funds from a 401(k), 403(b) or governmental 457(b) to a designated ROTH 401(k) or ROTH 403(b) plan?” I don’t understand how to answer this question. In 2024, I requested an In-Plan ROTH conversion of Before Tax/Pre-Tax funds from a governmental 457(b) plan. This is a conversion to ROTH within the same 457(b) plan. The plan sent a 1099-R showing “G” on Box 7. The distribution is fully taxable because it was Before Tax funds converted to ROTH within the same Plan. However, TurboTax’s question did not say that it was rolled over/transferred into an In-Plan ROTH account or to a 457(b) plan. Rather it states “… to a designated ROTH 401(k) or 403(b) plan." How should this question and the subsequent questions be answered in TurboTax to reflect an In-Plan ROTH Conversion of a 457(b) plan?
Saturday
"we get no help..."---You have posted no other questions to the user forum about this subject under your username clint-r-jones so not sure why you are saying you are not getting any help.
Are ...
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"we get no help..."---You have posted no other questions to the user forum about this subject under your username clint-r-jones so not sure why you are saying you are not getting any help.
Are you separated from a spouse to whom you are still married----or are you legally divorced? Please explain "separated divorce"
If you have lived apart from your spouse for at least the last six months of 2025 and have had custody of the children you may be able to file as Head of Household.
Am I Head of Household?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx
What is a "qualifying person" for Head of Household?
If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m62dkc4a
Saturday
I need help from a wotkerworker
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Saturday
No, the criteria hs not changed for claiming dependents. You say your children "live at home" but you do not mention how old they are or whether they are full-time students.
IRS interview to ...
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No, the criteria hs not changed for claiming dependents. You say your children "live at home" but you do not mention how old they are or whether they are full-time students.
IRS interview to help determine who can be claimed:
https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent
WHO CAN I CLAIM AS A DEPENDENT?
You can claim a child, relative, friend, or fiancé (etc.) as a dependent on your 2025 taxes as long as they meet the following requirements:
Qualifying child
They're related to you.
They aren't claimed as a dependent by someone else.
They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
They aren’t filing a joint return with their spouse.
They're under the age of 19 (or 24 for full-time students).
No age limit for permanently and totally disabled children.
They lived with you for more than half the year (exceptions apply).
They didn't provide more than half of their own support for the year.
Qualifying relative
They don't have to be related to you (despite the name).
They aren't claimed as a dependent by someone else.
They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
They aren’t filing a joint return with their spouse.
They lived with you the entire year (exceptions apply).
They made less than $5200 in 2025 (not counting Social Security)
You provided more than half of their financial support.
Saturday
For the first time ever, both of my children that live at home no longer count as dependents.
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Saturday
See also https://www.oregon.gov/dor/programs/businesses/pages/estate.aspx
Saturday
See https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotaxbusiness_states_windows_selector.html Oregon Fiduciary is not supported.
Saturday
It’s too late to do 2024 online. Online has closed to get ready for 2025. If you need to do 2024 or prior you can buy the Desktop download here, TurboTax 2022 Prior Year Tax Prep - File Past Years...
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It’s too late to do 2024 online. Online has closed to get ready for 2025. If you need to do 2024 or prior you can buy the Desktop download here, TurboTax 2022 Prior Year Tax Prep - File Past Years' Taxes You will need Windows 10 or Mac OS Ventura 13 or later to install 2024. If you can't install the Desktop program or if you have a simple return and want to file for free, you can print out the blank IRS forms and fill them out by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.
Saturday
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Saturday
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
...
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You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
Start a 2025 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0
You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
SAVE YOUR TAX RETURNS !
EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records. That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc
In order to transfer a past year return to the new return you need the tax file
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl
NOTE: TurboTax and the IRS save returns for seven years. Returns older than seven years are purged.
Saturday
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Saturday
Your refund did not go to TurboTax. TurboTax never touches your refund. You need to sort this out with the third party bank. The reply above gives you information about that bank.
Saturday
If I track it in the suggested ways..it says it was deposited and it was not.…the refund goes to turbo tax to get their part and the company they then send it to is supposed to deposit the balance. T...
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If I track it in the suggested ways..it says it was deposited and it was not.…the refund goes to turbo tax to get their part and the company they then send it to is supposed to deposit the balance. That didn't happen. So I need to know where turbo tax sent it
Saturday
To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in fi...
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To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
When you choose "refund processing" TurboTax gets its fees when the IRS releases your refund. Your refund goes to the third party bank. The bank takes out your fees and then that bank sends the rest of the refund to you.
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
What is Refund Processing Service?
Santa Barbara Tax Products Group, LLC (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.
You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com