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Can you clarify and give some details of what is happening? Are you Online or on a Desgtop? What section are you in? Is there an error ataement or error code?
For your Grand Rapids return, the mailing address is:   Grand Rapids Income Tax PO Box 347 Grand Rapids, MI 49501   Income Tax Guide for Individuals For your Walker return, the mailing address... See more...
For your Grand Rapids return, the mailing address is:   Grand Rapids Income Tax PO Box 347 Grand Rapids, MI 49501   Income Tax Guide for Individuals For your Walker return, the mailing address is:   City of Walker Income Tax Dept PO box 153 Grand Rapids, MI 49501-0153   Tax Forms   @Janna-Vandenburg 
Go to the State Taxes tab. Go to the Credits and Taxes section. Under Business and Investment Credits, select Pass-Through Entity Elective Tax Payment Credit. Make sure the box on the first page i... See more...
Go to the State Taxes tab. Go to the Credits and Taxes section. Under Business and Investment Credits, select Pass-Through Entity Elective Tax Payment Credit. Make sure the box on the first page is empty.  Select Continue.    Turbo Tax needs to fix their code so that this may be edited directly from the error check tool. 
Hello, I would appreciate guidance on how to correctly report a 529 plan beneficiary change and apply the 5-year gift tax election (superfunding) using Form 709. Here is my situation: I am the ow... See more...
Hello, I would appreciate guidance on how to correctly report a 529 plan beneficiary change and apply the 5-year gift tax election (superfunding) using Form 709. Here is my situation: I am the owner of a 529 plan. In 2025, I changed the beneficiary from myself to my son. The account value at the time of the beneficiary change was approximately $150,000. I am married filing jointly. Our intent was to treat this as a gift and apply the 5-year election for gift tax purposes. We understand that Form 709 needs to be filed. My questions: Does changing the beneficiary from myself to my son constitute a completed gift of $150,000 for gift tax purposes? Can my spouse and I elect gift splitting so that the $150,000 is treated as $75,000 from each of us? How do we properly apply the 5-year election for a 529 plan in this case (i.e., spreading the gift over 5 years)? Do both my spouse and I need to file separate Forms 709, even though we file jointly for income taxes? Which specific sections and schedules of Form 709 should we complete for (PLEASE PROVIDE DETAILED GUIDANCE): the beneficiary change the 5-year election gift splitting How should we reflect the annual exclusion amounts across the 5-year period? Are there any additional disclosures or statements required to properly document the election? Thank you.
I did that once in 2023 California.  Wish I hadn't but t hat is a long story.     To apply a state refund it will be on one of the last screens before you file state. Go to State Taxes tab and keep... See more...
I did that once in 2023 California.  Wish I hadn't but t hat is a long story.     To apply a state refund it will be on one of the last screens before you file state. Go to State Taxes tab and keep continuing and stepping though the interview about a dozen or more screens and it will finally ask how much you want to apply. It is probably one of the last questions in the state section.
I report a summary on form 8949 with code m  for multiple transactions aggregated, and code w for wash sales.   I have one transaction for which I seemingly have to adjust the basis [because of a p... See more...
I report a summary on form 8949 with code m  for multiple transactions aggregated, and code w for wash sales.   I have one transaction for which I seemingly have to adjust the basis [because of a payment in lieu of dividend for which the position was open less than 45 days] with code b.   Could this transaction be aggregated with the other transaction or does have to be on a separate line?
You can depreciate your rental property improvement for the bathroom renovation over 27.5 years by navigating to the rental property section and selecting add an asset to claim depreciation.    Her... See more...
You can depreciate your rental property improvement for the bathroom renovation over 27.5 years by navigating to the rental property section and selecting add an asset to claim depreciation.    Here's how to do this in TurboTax Online:   Navigate to Federal > Income > Wages & Income Summary > Rentals, Royalties, and Farm > Rental Properties and Royalties (Sch E) Edit the rental using the pencil icon, or create a rental if not yet started. Choose add expense or asset, chooses Improvements, furnishings, and other assets in the list of asset options, then continue. Now, navigate to Assets in the expense list, choose Start, Edit, or the pencil icon next to Improvements, furnishings, and other assets.  Now go through the interview.  If the improvement is not qualified to expense, you'll add the asset.  The asset category should be selected as "Rental real estate property." This selection depreciates the property over 27.5 years. Here is some information you may find helpful: Rental Real Estate and Taxes
The above suggestion does not work, but this does:    Go to the State Taxes tab. Go to the Credits and Taxes section. Under Business and Investment Credits, select Pass-Through Entity Elective Ta... See more...
The above suggestion does not work, but this does:    Go to the State Taxes tab. Go to the Credits and Taxes section. Under Business and Investment Credits, select Pass-Through Entity Elective Tax Payment Credit. Make sure the box on the first page is empty.  Select Continue.    Turbo Tax needs to fix their code so that this may be edited directly from the error check tool. 
If you can't see the "Continue" button on your screen, try reducing your screen resolution.  You could set your monitor resolution to at least 1024 X 768.   You can also go to:  Windows Settings ... See more...
If you can't see the "Continue" button on your screen, try reducing your screen resolution.  You could set your monitor resolution to at least 1024 X 768.   You can also go to:  Windows Settings System Display Change "Scale and layout" down to 100% or 125%.  
While I can find where to apply federal refunds to 2026 estimated tax, I can NOT find where to apply California state tax refunds. When I go and start to file California it lets me ONLY get refund thr... See more...
While I can find where to apply federal refunds to 2026 estimated tax, I can NOT find where to apply California state tax refunds. When I go and start to file California it lets me ONLY get refund through Turbotax, via direct deposit or by check.
Answer no when asked if you had health insurance through the marketplace and file your return.  If the return is accepted, there's no further action needed.  If the return gets rejected and the reaso... See more...
Answer no when asked if you had health insurance through the marketplace and file your return.  If the return is accepted, there's no further action needed.  If the return gets rejected and the reason for the rejection is because you need Form 1095-A, that is your indication that you had health insurance through the marketplace during the year and will need to get your 1095-A.   The following link provides more information on how you can retrieve your Form 1095-A, if you indeed had health insurance through the marketplace during the year: Where do I get my 1095-A form?
Right.  The limit is for Traditional and ROTH combined.  The FI only saw that is was  converted to the ROTH.  They don't know when you originally contributed to the  Traditional IRA.  
You should be able to sign in to your TurboTax online account and check "Your tax returns & documents" in the Tax Home section.  make sure that you are using the exact same username/account as when y... See more...
You should be able to sign in to your TurboTax online account and check "Your tax returns & documents" in the Tax Home section.  make sure that you are using the exact same username/account as when you prepared the return. If you can't find your account, you can use this tool account recovery tool to find your user ID or password. Try clearing your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.  Try using incognito mode.  You could also try clicking on Add a State to try to force the tax return to open. If you are using the Desktop/CD version, search your computer files for the .tax202y file extension.  You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support  See also: Why can't I find my return in Tax Home or My Docs™?  If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.
You will not get the childcare credit until (unless) you enter income earned from working.   The credit does not work unless you enter your income first.   If you are filing a joint return you must s... See more...
You will not get the childcare credit until (unless) you enter income earned from working.   The credit does not work unless you enter your income first.   If you are filing a joint return you must show income for both spouses, or show that one or both of you was a student or disabled.   If you have self-employment income and show a loss you will not get the childcare credit.  You will not get the credit if you are filing married filing separately.     If you have entered all of your income and you have entered your dependent(s) then work on the childcare credit by entering the Tax ID or Social Security number of your childcare provider and enter the amount you paid for the childcare.   One of the most common mistakes that messes up the childcare credit for people is listing all of the earned income under only one name on a joint return.  Make very sure that your incomes are listed under each of your names.  It’s pretty easy to check.  Go to the Income section, and click “update” on Wages and Salary.  That will take you to the W-2 Summary.  Do you see income listed under both of your names?       The person receiving the care had to be 12 or under or qualified as mentally or physically disabled. To claim the childcare credit you need to be filing as Head of Household or Married Filing Jointly. (NOT married filing separately)    If your child was born in 2025 make sure you say the child lived with you all year. The credit is a percentage of your expenses based on your AGI (the higher the income, the lower the percentage)  You must provide the Social Security number for each child you are claiming, and the Social Security number or Tax ID for each care provider.    In the case of divorced or never-married parents—only the custodial parent can use the childcare credit.     And remember that the childcare credit is a NON-refundable credit.  It can reduce your tax owed down to zero, but it is not added to your refund.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-dependent-care-credit/L8h8A5Klg_US_en_US?uid=m5yifys1
Go to the State Taxes tab. Go to the Credits and Taxes section. Under Business and Investment Credits, select Pass-Through Entity Elective Tax Payment Credit. Make sure the box on the first page i... See more...
Go to the State Taxes tab. Go to the Credits and Taxes section. Under Business and Investment Credits, select Pass-Through Entity Elective Tax Payment Credit. Make sure the box on the first page is empty.  Select Continue.    Turbo Tax needs to fix their code so that this may be edited directly from the error check tool.     
  https://quickbooks.intuit.com/payments/
AnnetteB6 Let’s be clear about what we’re even talking about. A taxpayer over 59½ made an excess contribution to a Roth IRA and then timely withdrew both the contribution and the associated earnings.... See more...
AnnetteB6 Let’s be clear about what we’re even talking about. A taxpayer over 59½ made an excess contribution to a Roth IRA and then timely withdrew both the contribution and the associated earnings. Here’s what I understand from your post in short: if a taxpayer makes an excess contribution and then timely returns the contribution and the earnings, you’re treating the returned contribution as an excess contribution, but the returned earnings as an early distribution. Your own IRS citation treats both the contribution and the associated earnings as early distributions if the taxpayer is under 59½. By the same logic, if the person is over 59½, both are not early—they’re just normal distributions. Obviously, both could still be treated as excess contributions; that has nothing to do with age. It makes no sense that a contribution would be treated as timely, but the earnings on that same timely contribution would suddenly be treated as “early.” That’s a logical contradiction. Please provide any reference—IRS or otherwise—where a Roth IRA or IRA contribution is treated as timely (for a taxpayer over 59½), but the associated earnings are treated as early (as if under 59½).
In February, I contributed 3500 to a traditional IRA-then in March converted it or rolled it over to my Roth ira. Just today, I contributed another 8k to my Roth IRA. I am over the limit, right? It... See more...
In February, I contributed 3500 to a traditional IRA-then in March converted it or rolled it over to my Roth ira. Just today, I contributed another 8k to my Roth IRA. I am over the limit, right? It didn't show up as being over the limit on my financial institutions' website-maybe it doesn't register that it was coming from a traditional IRA?