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What do I need to do on a 1099-C for 2025 on my Mother who passed away in 2023.  There was no estate and no probate.   
Tax that was withheld from your retirement distribution will be shown on your 1099R.  Enter the 1099R just as it appears.   You had tax withheld from the distributions from the retirement account... See more...
Tax that was withheld from your retirement distribution will be shown on your 1099R.  Enter the 1099R just as it appears.   You had tax withheld from the distributions from the retirement account, just like when an employer withheld tax from your paychecks.  When you enter it all into the software, the calculations are done to reconcile the amount of income you received and the amount of tax that was withheld.  You might owe more or you might get a refund.  
I have been using TurboTax Premier for years and never have any problem importing from my brokerage. This year, the dividend in one imported 1099-r is nothing like the dividend in the paper copy 1099... See more...
I have been using TurboTax Premier for years and never have any problem importing from my brokerage. This year, the dividend in one imported 1099-r is nothing like the dividend in the paper copy 1099-r. Should I delete the imported 1099-r and enter it manually? BTW, another 1099-r has the same dividend in both versions.   oops, my mistake. Please ignore this post.
Is it listed as income or is it just showing up in the income summary?     It will be shown on the income summary, but that does not mean it is included in your income.    To double check if ... See more...
Is it listed as income or is it just showing up in the income summary?     It will be shown on the income summary, but that does not mean it is included in your income.    To double check if it is included, you can go to Income>>Other Common Income>>State and Local Tax Refunds on Form 1099-G.    As you walk through the questions you will be asked Did you take the standard deduction in 2024.  Here you will answer No.  This will keep the refund from being included in your taxable income. 
The form is not available for individual returns in TurboTax, in any version, and is not expected to be added this year.   Since TurboTax does not support Form 7217, you can fill out the paper fo... See more...
The form is not available for individual returns in TurboTax, in any version, and is not expected to be added this year.   Since TurboTax does not support Form 7217, you can fill out the paper form from the IRS website and mail it with your return. You will need to print your entire tax return and include the completed Form 7217 before mailing it to the IRS.   @roytoutant 
The Foreign Tax reported on your 1099-Div entries is automatically transferred to the Foreign Tax Credit section.  All you need to enter in the Foreign Tax Credit section is the amount of foreign inc... See more...
The Foreign Tax reported on your 1099-Div entries is automatically transferred to the Foreign Tax Credit section.  All you need to enter in the Foreign Tax Credit section is the amount of foreign income received (total for all countries on each 1099-DIV), and use Country 'RIC'.     Continue to the end of the section, where TurboTax asks if you have any other type of foreign income to report.   @john-a-mason1960 
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... See more...
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 2025 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         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.            
Since tax was paid do I not record it on my tax form
I'm being "guided" throughout, and did not recall any interview asking single or multiple states. Maybe I need to back track.
A rollover IRA account is the same as an ordinary IRA, so no income is reported within the IRA.
Can you confirm that the worksheet error is preventing you from e-filing? Without checking or unchecking any boxes on the review, are you unable to keep selecting Continue from the bottom of the page... See more...
Can you confirm that the worksheet error is preventing you from e-filing? Without checking or unchecking any boxes on the review, are you unable to keep selecting Continue from the bottom of the page in order to proceed to the E-filing menu?  As long as you agree with the number that appears in the Line 10 box "Prior Depreciation" I would proceed to file. 
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day soone... See more...
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds
  Thanks for getting back. This is the picture of the Tools Center, that i see. There is NO option of export or save it on computer.     Appreciate your help
I want to thank you guys for resolving this issue, which experts at Turbo tax could not do even though I was explaining it exactly like you guys said. And was paying expert fees of $150. In the end, ... See more...
I want to thank you guys for resolving this issue, which experts at Turbo tax could not do even though I was explaining it exactly like you guys said. And was paying expert fees of $150. In the end, I gave up and did the taxes myself and followed the advice you gave and it worked fine. So many thanks.
  TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US    HOW CAN I DOWNGRADE TO A LOWER VERSION ... See more...
  TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US    HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady
IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized d... See more...
IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)     If you need to enter the state or local refund — go to Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099G