All Posts

Did you prepare and file your 2024 return using TurboTax?   If so: Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk     Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1    

@flyday2022 , yes  the space is a bit small .  So , IMHO, you need to put in barest info --- Person's name ( NRA)  and for what --" beneficiary 529  contribution".  I say this because  this is a record of who received the amount and from whom, while 529 ref. is to show that this goes to an account.  I don't know if the IRS keeps detailed track of this or not , but for your own protection you are declaring this gift by NRA  ( two related persons ) to a non-taxable / tax favored account of the beneficiary.  Thus this becomes your record. BWT -- I am assuming here that  neither the donors  nor the country where  they are resident/citizen of  are sanctioned  .   Is there more I can do for you ?

@rossbaker1 Multiple users have posted to this thread so we do not know what "same problem" you have.   There are two possible PIN numbers you might need to enter.    Your five digit  pin is a self-select number you make up for yourself, using any five digits you expect to remember or keep a record of for yourself.  If you are trying to enter a six digit IRS IP PIN, you must get that six digit number from the IRS and enter in the correct place:     If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.       https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin  

She can request a return of the excess contributions now, or at the end of the year if you expect more medical expenses.  It actually doesn't matter to your tax return.   In all likelihood, the return of excess contribution can't be done over the phone or online.  It probably needs a special form to be signed and then faxed or emailed as a scanned file.  But you will have to ask each bank for their procedure.   There are no taxes withheld.  The HSA bank will return the excess contribution plus attributed earnings (interest).  It's up to you to set aside any amount you think you will owe for taxes.  (Or, it might simply reduce your refund, if the extra taxes are less than your usual refund.)  If she makes the withdrawal in 2025, then in January or February 2026, she will receive a 1099-SA from each HSA bank showing the total amount of the withdrawal in box 1, the attributed interest in box 2, and box 3 will have code "2".  This will indicate to your tax software that the interest in box 2 is reported as taxable interest on your tax return.   The principal (contribution) part of the withdrawal is not taxable as such.  Instead, the contributions (from box 12 of her W-2s) will be added back to her taxable income as if it was part of her wages all along and not an HSA contribution.  Because the contributions are taxed, the withdrawal of the contributions is not taxed again.    If the health plan year runs January-December, there will probably be a signup option in October or November that will allow her to change her enrollment to the HSA-eligible plan starting January 1, 2026.  But you may want to confirm this with the employer.  If the employer uses a different plan calendar, the open enrollment may be different. 

@chrisjimenez-jinx wrote:  I also claimed for two of my children which is what we normally would do anyways I have not deviate from the plan especially because of some other financial reasons that happened between us where she screwed me over anyways so I claim to a month later she got a hold of me and she said I must have claimed all four because her tax return got rejected I know how she is and I can guarantee she never went back and tried to refile for the two I told her she could file for what I need to know is how I can find out if their social security numbers were used that tax year for anybody's tax return so I can amend my tax return. get it please? On the issue of your tax return.  Download or print a copy of the PDF of the return you filed.  Look on the front page where it says "Dependents."  How many dependents are listed there, and is the box for "qualifies for the child tax credit" checked?   On the issue of legality.  If you left in 2023, did you have actual physical custody for more than 183 nights in 2024?  If you did not, and you don't have a signed form 8332, you can not list any child as a dependent.  If you do have a signed form 8332, you still must indicate in the program that the children lived with you less than half the year.  If the children lived with you less than half the year, they don't qualify you to file head of household or get EIC.  This could also cause your ex's return to be rejected, if you do have form 8332 but indicated the children lived with you more than they actually did.     After you check your tax return, you will see some, all or no children listed.  If you are not entitled to claim your children, you must file an amended return to remove them.  You also need to amend if you need to change how long the children lived with you so you can report the form 8332 (if you have one).  To amend your 2024 return, follow these instructions. https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US   Your ex's assumption that you claimed all 4 children may be incorrect, for various reasons.  She might not understand the law, she might have another ex-parent claiming the children, or she might be a victim of identity theft.  All you need to do is make sure that your tax return is correct.   Even if you do file an amended return, she will never be able to e-file for 2024.  The e-file database won't be updated to allow it even if you amend.  She should print her return (as long as she is claiming the correct dependents), sign it, and mail it in.

This is not a chat room.  No one can call you from this forum.  You need to post your issue or problem with TurboTax and someone from the forum will reply to your message.   Please delete your phone number as this is a public website.  Click on the three dots in the upper right of your message and then click on Edit.

See this TurboTax support FAQ for how to remove/delete an amended tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=me4cx22i

Only the IRS is in control after you file your tax return.   The "average" time to get your refund is three weeks, but it can be sooner---or take much longer.   After you e-file, you can track your refund on the IRS refund site.     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