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texastaxes0000

I filed with TT 5 weeks ago and received two letters from the IRS today stating that one or more of the QMIN is missing or incomplete. Send us your completed form 5695 with the applicable QMIN. When ...

I filed with TT 5 weeks ago and received two letters from the IRS today stating that one or more of the QMIN is missing or incomplete. Send us your completed form 5695 with the applicable QMIN. When I look at the pdf of my TT filing, both numbers are correct (O1T8 for Jeld-Wen window and M6G5 for Navien tankless water heater). Anyone else having this problem? Do I just resend the same pdf of the 5695 form?

Mummy3933

I had about $21,000 in total RMD from three accounts (all different companies). $12,000 was taken from one account, and $9,000 was taken from another. $0 was taken from the third. So, I only have two...

I had about $21,000 in total RMD from three accounts (all different companies). $12,000 was taken from one account, and $9,000 was taken from another. $0 was taken from the third. So, I only have two 1099-Rs. Do I somehow need to enter the RMD from the account from which $0 was taken and for which I don't have a 1099-R? Thank you!

velmaye

mketto

My situation exactly! (except with Michigan State taxes due). I received a letter stating I owed MI taxes that was over twice as much as calcuated by TurboTax. Calling the state was impossilble (to f...

My situation exactly! (except with Michigan State taxes due). I received a letter stating I owed MI taxes that was over twice as much as calcuated by TurboTax. Calling the state was impossilble (to find out the problem) and internet on the website again stated the incorrect amount. I scheduled direct debit from the same account and the same date Fed taxes due. The Federal debit went through as scheduled, but not the MI debit. So I guess I've learned my lesson ... do NOT e-file MI taxes with TurboTax (even though it cost me extra!). In previous years I've either sent a check (which was cashed immediately), or paid online through their website and then mailed my returns showing no taxes due. I'll now pay my 2025 taxes due on/before April 15 online (as calculated by TurboTax) and hope there will be no problems.

AmyC

Yes, entries that need correction are pink/red. Those will be your estimates and overrides. Those are quickly found by their color in Forms mode. Once you have corrected your entries, go through the ...

Yes, entries that need correction are pink/red. Those will be your estimates and overrides. Those are quickly found by their color in Forms mode. Once you have corrected your entries, go through the interview section of the program. This will help to get the program back on track.

VolvoGirl

@nightshine Turbo Tax does calculate SS right. But people have been skipping the next question about living in a Foreign Country or answering it wrong. Should be No. What state are you i...

@nightshine Turbo Tax does calculate SS right. But people have been skipping the next question about living in a Foreign Country or answering it wrong. Should be No. What state are you in? You shouldn’t need to amend state. Most states do not tax Social Security and subtract any taxable amount from the federal AGI. So if there was no amount on 1040 line 6b there’s nothing to subtract on the state return.

BillM223

You will need to pay Louisiana whatever the Louisiana return asks for. Go to the Louisiana payments portal here. You also immediately need to go to your HR people and file a W-4. The W-4 is use...

You will need to pay Louisiana whatever the Louisiana return asks for. Go to the Louisiana payments portal here. You also immediately need to go to your HR people and file a W-4. The W-4 is used to determine your federal withholding, but the amount of taxable wages can be used in most states to plug into a state-provided table to determine how much to withhold for Louisiana. You may need to make an estimated tax payment to Louisiana to make up for the 3 1/2 months you have missed this year. If you do not work in Louisiana and your employer will not make Louisiana withholding, then you will need to estimate the amount of tax you will owe each quarter, and make the payments yourself. Look for Make a Payment on the Louisiana payment portal to make an Estimated Payment.

DCL1

Turbotax shows an underpayment penalty of $185 for some reason.

dzimmer10

I tried to use the state income adjustment as a negative number but it doesn't propagate to the tax form.

Hal_Al

If you don't qualify for the Lifetime Learning Credit, or want to eliminate it, you'll have to delete the forms that are related to education credits. If you see form 8863 and form 1098-T, delete...

If you don't qualify for the Lifetime Learning Credit, or want to eliminate it, you'll have to delete the forms that are related to education credits. If you see form 8863 and form 1098-T, delete them. Click here for instructions

nightshine

TurboTax really messed up my return. My SSA 1099s total was $41206. Instead of calculating the taxable benefits, it put a $0 in line 6b. So instead of getting back over $8000, we received $4500. ...

TurboTax really messed up my return. My SSA 1099s total was $41206. Instead of calculating the taxable benefits, it put a $0 in line 6b. So instead of getting back over $8000, we received $4500. When I called the IRS they explained that there should have been $35026. So, not only did we receive less back from federal, but I just recalculated the state and we now owe over $1700!!! There is a flaw in the software. It is not doing the calculation that is in IRS Publicatio 915. So when I tried to call an "Expert," she kept telling me that the SSA1099 information on the TurboTax was correct. She wouldn't listen to what I was saying about what the IRS told me. I am really upset right now with TurboTax!!!

drillsgt93

skantro21

I import my 1099 div(s) from Computershare. I go through everything in each import and all is there. Later I import a 1099 div for my spouse, I guess in the "cleanup" it deletes my Computershare 1...

I import my 1099 div(s) from Computershare. I go through everything in each import and all is there. Later I import a 1099 div for my spouse, I guess in the "cleanup" it deletes my Computershare 1099 divs. They are gone when I go back to check my return after completing the rest of it. I then reimport my 1099 divs and find my spouses Computershare 1099 div is now gone. Of course, I will now hand enter her 1099 div to avoid a continuous loop of this but this is bad. If I had not double checked I would not have had 1099 divs on the return that I had imported and confirmed.

AmyC

If you filed 2024 and never got a refund, you first need to know if the IRS accepted the return. Please log into your account and verify that your return was not accepted by the IRS. Filing a return...

If you filed 2024 and never got a refund, you first need to know if the IRS accepted the return. Please log into your account and verify that your return was not accepted by the IRS. Filing a return does not count, the IRS can reject it or accept it. If your return was rejected or never filed. you need to correct it and file. See how to file a prior year return. If your return was accepted: was your refund taken? call 800-304-3107 IRS Offset program was a deposit made or check mailed and lost? Find your missing refund, Refund Inquiries | Internal Revenue Service

VolvoGirl

You should check everything before you file. Before filing, You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-onlin...

You should check everything before you file. Before filing, You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 To see all the forms you need to pay any fees first with a credit card.

heidirhd

SharonD007

Contact TurboTax. Refer to the TurboTax Help article What's the TurboTax phone number? for contact information,.

esunderw

TurboTax Online has an existing issue where the qualified overtime premium in form 1040 schedule 1-A part III line 14a cannot exceed one third of the W-2 Box 1 wages, or the program does not allow e-...

TurboTax Online has an existing issue where the qualified overtime premium in form 1040 schedule 1-A part III line 14a cannot exceed one third of the W-2 Box 1 wages, or the program does not allow e-filing of ALL tax returns, both federal and state. This error does not account for qualified overtime premiums that are not included in W-2 box 1 due to deferral under a qualified retirement plan. For employees like myself who work a significant amount of overtime, and also make significant contributions to their pre-tax 401k (i.e. max it out), this is an issue. I am unable to enter the qualified overtime premium furnished to me in a statement by my employer without TurboTax flagging an error and not allowing me to e-file all of my tax returns as a result. I have seen several other entries in TurboTax's Community where other users are reporting the same issue. In the IRS 2025 1040 (and 1040-SR) Instructions, Part III No Tax on Overtime this is covered as follows: "Line 14a. In most cases, the amount on Form W-2, box 1, includes all of your wages and compensation, including your regular wages plus any qualified overtime compensation. Enter on line 14a only the qualified overtime compensation amount that is included on Form W-2. ...If you received qualified overtime compensation that is not included in box 1 of Form W-2 (for example, overtime amounts that are deferred under a qualified retirement plan), enter that amount here. Keep a copy of any document you relied on to support your calculation of qualified overtime compensation."

louandjuliedurick

user17758579949

Run into this "feature" while importing 1099's from bank or broker: The "Let's get your forms" screen says step 3 - We'll close the xxxxx site and import your tax form. It gets the import da...

Run into this "feature" while importing 1099's from bank or broker: The "Let's get your forms" screen says step 3 - We'll close the xxxxx site and import your tax form. It gets the import data and properly imports the data. What does not happen is the browser window opened in step 1 stays open which step 3 says it will be closed. So if you import several 1099's, the connection browser window for each site stays open until you close the window manually. Happens using firefox or edge while running windows 11 most recent patch levels.

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No Refund, Letter from IRS for missing QMIN

RMD taken from a different account

Where do I enter interest from a savings account

Re: Maryland Direct Debit -- How Long Does it Take?

Re: Is there a way to find entries in TurboTax software that were marked as estimated?

Re: THERE IS A BUG IN YOUR SOFTWARE. HOW DO I REPORT IT?

Re: Louisiana state taxes.

My inherited IRA had an RMD of $2,217. I withdrew $24,000. Form 5329 line 53a shows the wrong amount. What should I do?

Trying to exclude my election worker pay from my nj state taxes. This is additional income not reflected on a W2. How can I exclude this?

Re: what is a lifetime learning credit?

Re: THERE IS A BUG IN YOUR SOFTWARE. HOW DO I REPORT IT?

if i am using my savings account to pay tax why are you asking for checking account information

Turbo Tax deletes first spouse 1099 div for Computershare when import second spouse 1099 div

Re: I need to file year 24 it wasn't done rite never got response ?

Re: i need to see return to ensure all information is in and complete only thing I can see is your calculated taxes due or to be refunded?

Why does my 16-year-old dependent child not qualify for the child tax credit? I read through the qualifications and he meets them.

Re: purchased a turbo tax deluxe from a store retailer and the product code is not working

Form 1040 schedule 1-A part III line 14a flag for values more than 1/3 of W-2 box 1 wages, does not allow e-filing

Can I bypass the schedule c question if you do not have a 1099, but have business expenses?

importing any 1099 from bank or broker works except does not close the import window

Do you have a TurboTax Online account?

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