All Posts

As of 3/20 I am having this same problem.  Two Schedule Es with depreciation, no new assets but the 4562 only prints for property A on Schedule E.  Neither property had any added assets in 2025 so I'm unclear why there's only one 4562 for Property A and nothing for Property B or one 4562 with both added together as it has been in the past.  I don't have a state issue, just trying to explain to a client why there's only one 4562 and I don't have a good answer. Per some of the responses I've found, no 4562 should be printed at all for either property since there were no current year additions.  

Using the TurboTax online editions - Click on Federal on the left side of the online program screen Click on Wages & Income Scroll down to Other Common Income On Other 1099-G Income, click on the start button   On the next screen, Government Payments (1099-G) Select Yes and Continue

Sorry---nope, she cannot do that.   She CAN be claimed----that you are not claiming her does not change that.   If she can be claimed as someone else's dependent she must say on her own tax return that someone else can claim her.

Based on the following, the QMID codes are needed even for the enabling property.  According to the IRS FAQ for Energy Efficient Home Improvements :   "For any item of specified property placed in service on or after Jan. 1, 2025, taxpayers must include the PIN of such item on their tax returns. For specified property placed in service in 2025, taxpayers may use a QM Code (a unique 4-character code assigned to a QM by the IRS) in lieu of a PIN. For enabling property, taxpayers may use a QM Code in lieu of a PIN, regardless of whether the enabling property is placed in service after 2025. See section 5.04 of Revenue Procedure 2024-31."

Yes, Illinois will reject returns where the withholding amounts exceed 4.95%. It’s because the Illinois Electronic Filing instructions tell the software to block amounts that don't match their expected 4.95% calculation to prevent fraud.    Even though they told you they “don’t know,” they are the only agency that can fix an incorrect unemployment 1099‑G. You may need to:   Ask specifically for a corrected 1099‑G Tell them your state return is being rejected because the withholding exceeds IL’s legal limit Request escalation to a supervisor if the front-line agent doesn’t understand If the 1099‑G is correct, check your tax software entry Sometimes the rejection happens because   The wrong number was entered in the “state tax withheld” box The wrong state was selected (must be IL) The software duplicated the form If you verify the withholding is correct, you may need to print and mail your return with a letter stating the 1099 G tax withholding amount exceeded the Illinois legal limit of 4.95%.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Desktop version on MAC. The tax file from last year was by H&R block.   As a software engineer, I know this is probably a simple fix in the software, not to look for just "filename.PDF" but both uppercase and lowercase PDF extension.   When the prompts on the screen says that one can download a PDF created by other tax software, but it doesn't 'find' the pdf in the folder, when you as a human see that it is right there, it is extremely frustrating! I had to troubleshoot (simply change the filename extension to uppercase) to figure out that that was the problem.   Yes, you are right, that it only downloads the stats; still, it is annoying if it doesn't do what it claims it can.   So if you are saying thank you for troubleshooting for you, you're welcome! 🙂

Here is a screen shot from  2024 Online version.  There are 2 columns to enter, one for each spouse.  If you don't see 2 columns then go back to My Info and check if you are filing Joint.      

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.        

Wait until your original 2024 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)   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2   Use a mailing service like certified mail  to track so you will know it was received since you will have a long wait.   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/wheres-my-amended-return