All Posts

Good thing you didn't buy INTU. Their stock was at 800pts 6 months ago and 550 today (lost about 100 points in the last week!). Very bad stock investment. MSFT has also been on a downward spiral the last 3 months, but not as bad with ~525 down to ~450. As for ads in Win11, WTH are you talking about? My work laptop ran Win11 and I have never seen ads on the Win11 OS. Nor on a system with Win11 home. Zero ads.

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.   Since the IRS will not begin to accept/reject returns until January 26, you are going to be waiting in “pending” for awhile.  Your return is sitting on a server, where you cannot fix  it or get it back.   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.

Do you have the amount from box 1 of the W-2?  The EIN alone is not enough.     If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36  

See this TurboTax thread if your employer doesn't or won't report your tips. This could create tax problems for you. https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/enter-unreported-tips/L0BGoGCZn_US_en_US   

Who has physical custody?     Are you the custodial parent?  Do you have an agreement with the other parent to allow the other parent to claim them--due to divorce or that you live apart and share custody?  Did one of you sign a Form 8332?   If there is a signed 8332 then the custodial parent retains the right to file as Head of Household, get earned income credit and the childcare credit.  The non-custodial parent gets the child tax credit for children under the age of 17.  If the child is 17 or older the non-custodial parent gets the $500 credit for other dependents.   If you and the other parent have a signed agreement, you need to indicate in MY INFO that you have such an agreement.   As far as the IRS is concerned, the custodial parent is the one with whom the child spent the most nights during the tax year--at least 183 nights.  

do know if having only one phone number will cause issues with this method. If your adjusted gross income on your last filed return is below $84,000 for Individuals or $168,000 for married filing joint and you can’t establish an online account, you can submit Form 15227, Application for an Identity Protection Personal Identification Number online. You must have: A valid Social Security number or individual taxpayer identification number. An adjusted gross income on your last filed return is below $84,000 for Individuals or $168,000 for married filing joint. Access to a telephone We will use the telephone number provided on the Form 15227 to call you and validate your identity. Once we verify your identity, you will receive your IP PIN via the U.S. Postal Service usually within four to six weeks. You will then receive your IP PIN annually through the mail.     there is another method -  If you’re unable to verify your identity online or with the Form 15227 process or you are ineligible to file Form 15227, you may make an appointment for an in-person meeting at a local Taxpayer Assistance Center. Please bring one current government-issued picture identification document and another identification document to prove your identity. Once we verify your identity, you will receive your IP PIN via the U.S. Postal Service usually within three weeks. You will then receive your IP PIN annually through the mail.      

Did you use the online Quick Employer Forms or do them inside the Home & Business program?   If you used the built in method you have to print and mail them. Quick Employer Forms FAQs https://quickemployerforms.intuit.com/faq.htm