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yesterday
Ca State said they refunded to my account on 1/29. It is now 2/12 and nothing. Ca state had a different account than the one on my filed taxes. When speaking to a rep from Ca they said that it went t...
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Ca State said they refunded to my account on 1/29. It is now 2/12 and nothing. Ca state had a different account than the one on my filed taxes. When speaking to a rep from Ca they said that it went to Cross River bank and it should have already hit my bank. Speaking with TT (again) and they are also no help. Says since I did the 5 days early option, it’s affecting my state deposit. Why?! At this point it’s not 5 days early, it’s 14 days late. This is absolutely ridiculous.
yesterday
@Carolgrneye
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.int...
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@Carolgrneye
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
yesterday
dMertz...you have answered the first half of my question quite clearly. Thx for that. Regarding the second half, sorry for the confusion. Box 7 is "J". The IRA, SEP or SIMPLE box is "no". ...
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dMertz...you have answered the first half of my question quite clearly. Thx for that. Regarding the second half, sorry for the confusion. Box 7 is "J". The IRA, SEP or SIMPLE box is "no". The custodian told me J indicates I transferred from a Roth IRA to a non IRA. (I hope my understanding is correct?) This is what the custodian sent me yesterday, "To confirm, the redemption of assets will be coming out of the individual account and be returned to a Roth IRA, which will be your requested Equity mutual fund. Taxes on the short- term and long-term gains will be paid in 2027. Keep in mind that because these transactions will occur in tax year 2026, they will appear on tax forms generated in 2027. You will receive IRS Forms 1099 for the gains that will happen from the distribution from your individual account. You will also receive IRS Form 5498 for the contribution to pair with all the documents for the self-certified rollover. You will also receive confirmation of the contributions. Please note that these amounts will affect your 2026 taxes; however, each type of transaction affects differently so it may not necessarily affect your income. " dMertz, I'm not clear what is triggering these capital gains as original acct was a ROTH. Are they saying when I move it back to a ROTH, I will trigger those gains? My goal here is to NOT have to pay any capital gains, esp after the penalty is resolved. Pls help me understand. As it's a ROTH, I've obviously already paid taxes. Thx, dMertz.
yesterday
To enter rental income, expenses and rental asset depreciation -
Click on Federal Taxes (Business using Home & Business) Click on Wages and Income (Business Income and Expenses using Home & Busine...
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To enter rental income, expenses and rental asset depreciation -
Click on Federal Taxes (Business using Home & Business) Click on Wages and Income (Business Income and Expenses using Home & Business) Click on I'll choose what I work on Scroll down to Rental Properties and Royalties On Rental Properties and Royalties (Sch E) , click on the start or update button
yesterday
I am at the point to sign for deposit into my account.
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yesterday
When I listed them it shows 0 for deductions.
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yesterday
Can you clarify what the title is on the screen you are looking at so we can understand your questions better?
yesterday
@Margy21 You should have also saved the 2024 tax data file from the old computer or from the online edition, depending on which TurboTax program you used. The 2024 tax data file will have a file ext...
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@Margy21 You should have also saved the 2024 tax data file from the old computer or from the online edition, depending on which TurboTax program you used. The 2024 tax data file will have a file extension of .tax2024.
Using the desktop editions, the default location for saving the tax data file and PDF saved is in the TurboTax folder within the Documents directory.
yesterday
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yesterday
I am trying to purcahse the Live Tax Advice. The entry form will not allow me to enter my credit card expiration month and year. Any help appreciated. Thank you!
yesterday
When i agreed to the fees its was 79.00 for federal and state 40.00 now that my federal hit my bank intuit taxes charged 179.52 which is a over charged of 100.52 i did not agreed to this
yesterday
Why are you trying to remove your spouses name? If you were married as of December 31, 2025, you will need to have their name and social security number on your return even if you are filing separa...
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Why are you trying to remove your spouses name? If you were married as of December 31, 2025, you will need to have their name and social security number on your return even if you are filing separate returns.
If you were married and are now divorced, you can click the trash can next to their name. However, if they were the primary taxpayer on the account, you would not be able to delete them if you are using the online account. You would need to create a new account.
yesterday
I rollover about 60k to a IRA with another financial institution 3 years ago. Now I am doing a 5 year IRA to ROTH conversion to minimize my taxes. When entering my taxes on Turbo Tax, I am getting ...
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I rollover about 60k to a IRA with another financial institution 3 years ago. Now I am doing a 5 year IRA to ROTH conversion to minimize my taxes. When entering my taxes on Turbo Tax, I am getting these questions. Where is the distribution coming from? Is this still considered part of the 457 plan even as my income has grown. Retirement distributions from: US Government (including military) New York State and City Education Certain public authorities NYC Variable Supplemental Funds Certain annuity funds Other Pensions of New York State and Local Governments Retirement distributions from: New York State and City Education (optional retirement program) IRA rolled over from a former government pension Not eligible for exclusion for those over age 59 1/2 None of the above (select for deferred compensation 457 plans)
yesterday
Hang up and block the caller. The IRS NEVER calls people. Do not speak to anyone who calls you claiming to be from the IRS or give them any information whatsoever.
yesterday
Hi, I did download my 2024 software in my new computer but its empty, can't access the files that I did last year. are you saying that there is no way to access all the files except for the PDF file...
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Hi, I did download my 2024 software in my new computer but its empty, can't access the files that I did last year. are you saying that there is no way to access all the files except for the PDF files that I saved? Thank you for your help.
yesterday
1 Cheer
The IRS will never call, text, or email you concerning a tax return. They only communicate by mail.
Anything else is a scam.
yesterday
I just e-filed my Federal and Virginia returns via Turbotax using the standard deduction. What would I have to do to refile both, using itemized deductions on the Federal? Filing using itemized ded...
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I just e-filed my Federal and Virginia returns via Turbotax using the standard deduction. What would I have to do to refile both, using itemized deductions on the Federal? Filing using itemized deductions would lower my federal refund, but also lower my Virginia taxes owed, with a net benefit to me of about $130.
yesterday
For the question below, for my PERS retirement where it is a disability retirement and a part is tax free, do I say yes or no? Annuity information For the years you received thes...
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For the question below, for my PERS retirement where it is a disability retirement and a part is tax free, do I say yes or no? Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?
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yesterday
If this is a one off thing and this is not something you normally do anymore, you can report it as other income.
To do this select the following:
Federal
Income
Less common Income ...
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If this is a one off thing and this is not something you normally do anymore, you can report it as other income.
To do this select the following:
Federal
Income
Less common Income
Miscellaneous Income
Other Reportable Income.
This will put the stipend on line 8z of Schedule 1 and will be taxed at your ordinary income tax rate.
yesterday
Once a tax return has been filed it cannot be changed, canceled or retrieved
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected...
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Once a tax return has been filed it cannot be changed, canceled or retrieved
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk