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Did you download the Windows program?   Maybe you got the Mac download.   You need Windows 11 to install Turbo Tax.   Or you could be in S mode.  You need to switch out of S mode.  See this Windows F... See more...
Did you download the Windows program?   Maybe you got the Mac download.   You need Windows 11 to install Turbo Tax.   Or you could be in S mode.  You need to switch out of S mode.  See this Windows FAQ.  The second item is how to switch out. Windows 10 and Windows 11 in S mode FAQ - Microsoft Support   Switching out of S mode is one-way. If you switch out of S mode, you'll need to keep using the standard version of Windows 11.
@jltllt if your only income is social security, then is would be mathematically impossible to be required to file.   If you both received the maximum monthly payment available of $5,108 per month p... See more...
@jltllt if your only income is social security, then is would be mathematically impossible to be required to file.   If you both received the maximum monthly payment available of $5,108 per month per recipient, that would be $122,600 of social security income for the year.    Because of the formula defining what portion of that is subject to tax, only $20,700 would be subject to tax.  And since that is below the standard deduction of $34,700, there would be no FEDERAL filing requirement.  State requirements may vary.    I assume you would file JOINT, both are over 65 years old, there are no dependents and you do not receive medical benefits from the Marketplace (i.e. you are on Medicare).
Let's just agree to disagree. 30+years in the tech industry and it works exactly how I stated (in my experience). Also, the corporation would not spin off a the most profitable groups <-- that's wher... See more...
Let's just agree to disagree. 30+years in the tech industry and it works exactly how I stated (in my experience). Also, the corporation would not spin off a the most profitable groups <-- that's where the corporate money comes from.  Instead, they spin off the under performing groups or groups that no longer contribute their long term goals/objectives. (IE, Computer company spinning off the HW division to focus on SW & Services).
Duplicate question. Please post your question only once. See the replies to your other post of the same question. If you want to add more information or post a follow-up question, add a reply to your... See more...
Duplicate question. Please post your question only once. See the replies to your other post of the same question. If you want to add more information or post a follow-up question, add a reply to your original question. Do not post separate questions about the same issue. When information is scattered in multiple threads it's confusing and hard to follow, and hard to see the whole picture.  
A TurboTax 2024 or earlier tax return can no longer be e-filed.  Then have to be printed and mailed. Go to this IRS website for the mailing address for a federal tax return, by state - https://www.... See more...
A TurboTax 2024 or earlier tax return can no longer be e-filed.  Then have to be printed and mailed. Go to this IRS website for the mailing address for a federal tax return, by state - https://www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment   For a state tax return, go to the state website for the state mailing address.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.
Microsoft cannot install Turbotax for Dell 27 inch touchscreen computer for individual 1040 business says it does not have the app. What happened to AI? It can't figure it out? Or walk the consumer to... See more...
Microsoft cannot install Turbotax for Dell 27 inch touchscreen computer for individual 1040 business says it does not have the app. What happened to AI? It can't figure it out? Or walk the consumer to the process instead of having to waste time. But it's our dime not Turbotax.
E-filing is permanently closed for 2024 returns; you cannot e-file it now no matter why it was rejected.   The only way to file a 2024 return is by mail.  Print it, sign and date it in ink, and mail ... See more...
E-filing is permanently closed for 2024 returns; you cannot e-file it now no matter why it was rejected.   The only way to file a 2024 return is by mail.  Print it, sign and date it in ink, and mail it in.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    
i downloaded the TT2025 file to my Mac but it wont launch and wont install. what is happening?
@JohnQT wrote: I know that for myself, "I'll give up my Windows 10 when they pry it from my cold dead hands".... Windows users (mostly) have been invoking that line since Windows 2000 Pro, whic... See more...
@JohnQT wrote: I know that for myself, "I'll give up my Windows 10 when they pry it from my cold dead hands".... Windows users (mostly) have been invoking that line since Windows 2000 Pro, which then evolved into Windows XP, and then Windows 7, and so on. It will never end; change is resisted, ipso facto.
Many Thanks - I hadn't read the top part of that chart properly before...     There is a lot of misinformation out there from supposed tax pros.....    Clear answer.
You need to find out why this distribution was made because it might not be eligible for rollover.  If the distribution is eligible for rollover, the plan is required to have given you an explanation... See more...
You need to find out why this distribution was made because it might not be eligible for rollover.  If the distribution is eligible for rollover, the plan is required to have given you an explanation of your rollover options at least 30 days prior to making the distribution (unless you waived that requirement) and is required to have withheld at least 20% of the distribution for federal taxes.  If neither of these was done, it's possible that the distribution is a corrective distribution due to the plan having failed ADP or ACP testing, in which case the distribution is not eligible for rollover.   Indirect rollovers are reported no differently on your tax return than are direct rollovers, although the questions that TurboTax asks in each case are slightly different based on the code in box 7 of the Form 1099-R that you will be receiving.  If the code in box 7 indicates that the distribution is a corrective distribution that is not eligible for rollover, TurboTax will prevent you from reporting the distribution as having been rolled over.
There is no age limit for filing taxes.  But, there is an income limit.     Q. Does social security count as income when determining is you have enough income to have to file a tax return? A. I... See more...
There is no age limit for filing taxes.  But, there is an income limit.     Q. Does social security count as income when determining is you have enough income to have to file a tax return? A. It's complicated  but the simple answer is: No, for most people.    Social security only becomes taxable when added to sufficient other income.  Social security (including SSDI) becomes taxable when your income, including 1/2 your social security, reaches: Married Filing Jointly(MFJ): $32,000 Single or head of household: $25,000 Married Filing Separately and lived with your spouse at any time during the tax year: $0   How much  is "sufficient other income"? The simple answer is $14,600 (a single person's filing requirement). But the answer varies dependent on marital status, filing status, age, the amount of your Social security, and whether you are claimed as a dependent by someone else.
Context: I stayed in NJ and worked in NY state in 2024. My wife worked in a different state for the entire 2024 and doesn't have any income from NJ sources. I filed my NJ state taxes as "married filin... See more...
Context: I stayed in NJ and worked in NY state in 2024. My wife worked in a different state for the entire 2024 and doesn't have any income from NJ sources. I filed my NJ state taxes as "married filing separately", but NJ state is counting my wife's income while calculating taxes. I have received a notice from the NJ state that I owe taxes; they are calculating taxes on the combined income that we used for federal filing. After contacting them, they suggested that I amend the return to include only my income during the filing period. When I try to amend the return on Turbotax, I don't see an option to update my income. It's still pulling in our combined income. How do I update the gross income, so that it only counts my NJ income and doesn't add my wife's income? TIA! Please let me know if any additional details will be helpful.
I'm so fed up with Windows 11 and the BS updates it's downloading. Have wasted hours trying to fix to only find the fix will be in November.  The again?  TT wants to support this mess ? Going back to... See more...
I'm so fed up with Windows 11 and the BS updates it's downloading. Have wasted hours trying to fix to only find the fix will be in November.  The again?  TT wants to support this mess ? Going back to Windows 10. Maybe by tax time MS will have their Windows 11 act together ?
other options: there's software available that will let you install W11 on a W10 computer (this can't be done with all computers especially older CPUs. Mine is a 4th gen Intel). 1) requires either a ... See more...
other options: there's software available that will let you install W11 on a W10 computer (this can't be done with all computers especially older CPUs. Mine is a 4th gen Intel). 1) requires either a second hard drive or create a new partition if you only have one HD 9small HDs probably won't work. 2) create a Virtual Machine. I've done it both ways and they work with TT desktop 2025. I don't know if W11 is really more secure; if so, why the monthly security updates.  I hate W11s sneaky One Drive and some other features it's just that I have a lot of apps on the W10 that for one reason or another can't be reinstalled on a W11.  option one is dual boot which means you're either using the W10 or W11 OS. 2) allows both to operate simultaneously but I do hate the ugly fonts on the W11 VM. Should these go Soutth at some point, my option would be a cheap laptop.         
When you report your 1099-R for the 401 withdrawal you will have the opportunity to tell the program that it was reinvested in a retirement account within the sixty day period. 
I have a 401K account with TRow Price and an IRA with Fidelity. For some reason TRow Price sent me a disbursement check t out of my 401K account though I am still within the contribution limits for t... See more...
I have a 401K account with TRow Price and an IRA with Fidelity. For some reason TRow Price sent me a disbursement check t out of my 401K account though I am still within the contribution limits for the year 2025. I am actually happy to get that money because the options in TRow Price 401K portfolio sucks and I could put this money into IRA and can manage it more freely. I am still within the 60 day transfer period too.   I know that if the organizations themselves roll over the 401K directly into IRA automatically without any disbursements, there would not be any tax implications as well as no additional paper filing during filing the taxes. Even if I manually roll over this 401K disbursement check too into IRA within 60 days there would not be any tax implications. But if I do it manually, will there be any special paper/form to be filled during filing taxes or it would be like automatic one between organizations too? Appreciate if you could clarify. regards
"Income Lines 15–26 Gross income means all income you received in the form of money, goods, property, and services unless specifically exempt by law. You must report taxable income from everywhere... See more...
"Income Lines 15–26 Gross income means all income you received in the form of money, goods, property, and services unless specifically exempt by law. You must report taxable income from everywhere, whether from inside or outside the State."    --- NJ   Use Schedule NJ-COJ to get credit for income tax paid to another state.   @abhijaypatne 
@clburton1949    "lock or back to pen and paper.  Yeah, I still know how. "   This is not possible given the current complexity of the US Tax Code.