All Posts
11 hours ago
I have put in line 8 of the OID form and when done with taxes it is putting the amount on the 8995 form (which is Qualified Business Income Deduction) as a REIT dividend... This OID form is for a tr...
See more...
I have put in line 8 of the OID form and when done with taxes it is putting the amount on the 8995 form (which is Qualified Business Income Deduction) as a REIT dividend... This OID form is for a treasury bond, why would it go to Qualified Business Income Deduciton?
11 hours ago
Swank [last name removed] has been doing my taxes for several years.
Topics:
11 hours ago
Oops, typo. Good catch.
11 hours ago
You are likely being required to mail your state tax return because your daughter's Social Security Number (SSN) was already used on another tax return. Click here for How do I file my return by mai...
See more...
You are likely being required to mail your state tax return because your daughter's Social Security Number (SSN) was already used on another tax return. Click here for How do I file my return by mail?
This would cause your e-filed return to be rejected. You should receive a letter from your state requesting additional information.
This usually happens to prevent identity theft or other fraudulent claims for dependents. It requires the state to review documentation to verify who has the right to claim the child.
If your spouse or partner or someone else claimed your daughter first, the IRS/State system will automatically reject your electronic submission to prevent issuing the same refund/credit twice.
When filing by mail, you are able to attach proof that your dependent lived with you more than half of the year and any court documents you may have showing you are the custodial parent.
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
11 hours ago
According to the IRS Emergency Rental Assistance (ERA) payments for rent or utilities are not taxable income for renters. That is why I am confused it says emergency rental assistance is not tax...
See more...
According to the IRS Emergency Rental Assistance (ERA) payments for rent or utilities are not taxable income for renters. That is why I am confused it says emergency rental assistance is not taxable.
11 hours ago
It is interesting that today I received an email from TT asking if my question had been answered and if so to mark one of the comments as an "accepted solution." I appreciate all the input to my que...
See more...
It is interesting that today I received an email from TT asking if my question had been answered and if so to mark one of the comments as an "accepted solution." I appreciate all the input to my question; however, it seems that the comments suggest that there is more broad scale uncertainty and frustration about the situation than ever before. After watching the Superbowl commercial that highlighted TT, I was wondering if some of the $$ paid for advertising during the SB might have been used to remedy this problem for their paying patrons who would like to have a credible tax software to use in filing their taxes. Just a thought . . . Still no resolution.
11 hours ago
Topics:
11 hours ago
Topics:
11 hours ago
Usually this issue is associated with security programs on your computer. Try these steps:
1. Close the installation error message and TurboTax completely. 2. Temporarily disable your Antivirus a...
See more...
Usually this issue is associated with security programs on your computer. Try these steps:
1. Close the installation error message and TurboTax completely. 2. Temporarily disable your Antivirus and Windows Defender Real-time protection. 3. Locate the downloaded TurboTax_2025.exe file (usually in Downloads). 4. Right-click the file and select Run as administrator.
If that does not work, please see Troubleshoot TurboTax Desktop for Windows issues for more troubleshooting.
11 hours ago
Thank you so much. I'll have her double check that I'm not on the lease as a co-signer, just for peace of mind. Because I doubt that only having utility bills in her name is enough proof of separati...
See more...
Thank you so much. I'll have her double check that I'm not on the lease as a co-signer, just for peace of mind. Because I doubt that only having utility bills in her name is enough proof of separation if I co-signed to help her move out. I honestly can't remember.
11 hours ago
Thank you. So I utilize only the earnings while living in California as basis for the waiver? Do I need to fill out the waiver first or can I just claim a waiver on my California return?
11 hours ago
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow ...
See more...
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.
If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.
Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.
If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.
Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed
The Form 1040X you need becomes available in late February, But wait until your return has been processed.
11 hours ago
The only health insurance form required is a 1095A for marketplace health insurance. No other kinds of health insurance forms get entered----such as 1095B or 1095C. Do you have a 1095A that you di...
See more...
The only health insurance form required is a 1095A for marketplace health insurance. No other kinds of health insurance forms get entered----such as 1095B or 1095C. Do you have a 1095A that you did not enter?
11 hours ago
If all of the 529 funds were used for qualified education expenses you don’t have to include 1099-Q in your return.
11 hours ago
Thank you very much for the replies and help.
11 hours ago
I have used TurboTax for years. This year, I filled in all of my information and set up my documents to mail. Once I printed the documents, I realized on of my adult children was left off as a depe...
See more...
I have used TurboTax for years. This year, I filled in all of my information and set up my documents to mail. Once I printed the documents, I realized on of my adult children was left off as a dependent. He has been on every other tax year and was transferred over to this year, so I am not sure why he doesn't show up under the dependents section now. Further complicating this issue, there is another glitch where when I filed, I get an immediate refusal from the IRS, which Turbo Tax says is because one of us requires a pin. After hours on the phone with the IRS and Turbo Tax a few years ago regarding this issue, all I can do is print and file my returns. TurboTax says this is an IRS issue, the IRS confirms none of us have or need a PIN. I want to "unfinalize" my documents so that I can add my son back in as a dependent. How can I do that? I reached out to TurboTax and was told to file and amendment, which apparently I can't do at this time?
11 hours ago
TurboTax does automatically generate Form 1040-SR for taxpayers aged 65 or older by using the birthdate entered in the "Personal Info" section. While the screen displays a standard 1040 form while yo...
See more...
TurboTax does automatically generate Form 1040-SR for taxpayers aged 65 or older by using the birthdate entered in the "Personal Info" section. While the screen displays a standard 1040 form while you are working on the return, the 1040-SR is generated when printing, saving, or e-filing. I just tested this by saving a test return to a PDF and it did create a 1040-SR,
11 hours ago
See How do I track my state refund?