All Posts
yesterday
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes
yesterday
Topics:
yesterday
Topics:
yesterday
the step-by-step form for the 1099-Q brings you to Box 6. The question is worded twice. Once where you would answer Yes. And once where you would answer No. ======================= Box 6: Is the ...
See more...
the step-by-step form for the 1099-Q brings you to Box 6. The question is worded twice. Once where you would answer Yes. And once where you would answer No. ======================= Box 6: Is the recipient of the distribution the designated beneficiary? Recipient is not designated beneficiary Yes No ======================= If I focus on the first question, the answer is Yes. But choosing Yes, results in Box 6 in form 1099-Q being checked which is the wrong result. If I focus on the second statement, the answer is No (this is a double negative and is a very poor way to phrase a question/statement). However, if I do answer No, then the Box 6 in form 1099-Q is not checked, which is the correct result. Turbotax team--Please fix this so the language is not confusing. Finally, please fix the QTP to Roth IRA box so that it properly works soon. Thanks!
yesterday
TurboTax gets no information from the IRS after you file your tax return, so no one at TT knows about a message you are seeing. Sometimes the IRS puts your return under review and it delays your re...
See more...
TurboTax gets no information from the IRS after you file your tax return, so no one at TT knows about a message you are seeing. Sometimes the IRS puts your return under review and it delays your refund but you do not end up having to "do" anything. If the IRS wants you to provide more information to them, they will mail you a letter. If you get a letter, follow the instructions and send them whatever they are asking for promptly.
yesterday
Hello, I’m receiving an incorrect warning in TurboTax regarding the clean vehicle credit. The software states that my vehicle “doesn’t qualify” and that I must repay the $7,500 transferred credit be...
See more...
Hello, I’m receiving an incorrect warning in TurboTax regarding the clean vehicle credit. The software states that my vehicle “doesn’t qualify” and that I must repay the $7,500 transferred credit because it was “acquired after September 30, 2025.” This is not accurate based on IRS guidance. • I entered into a binding contract to purchase the EV on 9/28/2025 • I took delivery (placed in service) on 11/1/2025 • I transferred the credit to Tesla at the time of sale According to IRS rules (FAQ on Section 30D), the acquisition date is defined as the date of the binding written contract, not the delivery date. Therefore, my vehicle was acquired before the 9/30/2025 cutoff, and the credit transfer is valid. I should not be flagged for repayment. Please update TurboTax’s logic to correctly interpret the acquisition date per IRS guidance, or advise how to override this incorrect warning. Thank you,
yesterday
Topics:
yesterday
Please clarify your situation.
Why do you have to upgrade?
What Medicare form are you referring to?
yesterday
No, there is not a way to transfer the desktop purchase to TurboTax Online.
Yes you can take the product back to Costco and they should provide a full refund even with an opened box. This is the f...
See more...
No, there is not a way to transfer the desktop purchase to TurboTax Online.
Yes you can take the product back to Costco and they should provide a full refund even with an opened box. This is the fastest way.
However, if they do not, Intuit offers a 60-Day Money-Back Guarantee for all desktop products purchased at retail.
Go to the Intuit Refund Request page.
You will need to provide your Costco receipt and the license code from the box.
Intuit will typically mail you a check for the purchase price.
yesterday
The update worked for me. Form 8283 populated for all of my Non-Cash Charitable Deductions. I resubmitted to both the Federal and State and both of my return were accepted. Now, I play the wa...
See more...
The update worked for me. Form 8283 populated for all of my Non-Cash Charitable Deductions. I resubmitted to both the Federal and State and both of my return were accepted. Now, I play the waiting game for my refunds.
yesterday
i just want to know what i do and how much i have to send them if i have to send them anything and where to
Topics:
yesterday
Same. Hopefully it will be available early in the week.
yesterday
It's not ready in the online version either.
yesterday
You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your ...
See more...
You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared. The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20. The amended return is only for the difference you get back. Like if you paid $500 tax due on the original return and with the changes you only would have owed $300 then you only get a $200 refund on the 1040X. But if the amended return would have changed your original tax due into a refund then you would get the amount you paid back plus the new refund. Go by the actual 1040X. Line 18 should be your original refund amount and line 22 should be your additional refund. If you paid on your original return it will be on line 16. If there is an amount owed with the amendment, it will be on line 20. Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.
yesterday
What tax year? 1040X for 2025 is not yet available, and if you amended a past year return you cannot e-file it. You have to file it by mail.
Use a mailing service like certified mail to t...
See more...
What tax year? 1040X for 2025 is not yet available, and if you amended a past year return you cannot e-file it. You have to file it by mail.
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
yesterday
1 Cheer
but dang.....this is the only thing left for me to wrap up my taxes and I so looked forward to logging in on 2/1 to complete my taxes.....but alas....the note "Depreciation and Amortization will be r...
See more...
but dang.....this is the only thing left for me to wrap up my taxes and I so looked forward to logging in on 2/1 to complete my taxes.....but alas....the note "Depreciation and Amortization will be ready by February, but likely sooner" was inaccurate. 😥
yesterday
How do I get it recognize that I have entered all the information?
Topics:
yesterday
@shaheenrobinson
You should be able to view your Form 1040 without paying by following the instructions at the link that I posted above. In step 4 use the second bullet, not the first bullet. ...
See more...
@shaheenrobinson
You should be able to view your Form 1040 without paying by following the instructions at the link that I posted above. In step 4 use the second bullet, not the first bullet.
When you say W-2 box 10 is blank, are you looking at the W-2 in TurboTax, or at the W-2 you got from your employer? You have to check what's entered in TurboTax.
We haven't actually determined whether the problem is the W-2 or the interest, or something else. You won't know for sure until you look at the Form 1040. Bit check your interest entries in TurboTax and make sure they are accurate.
Another thing you can try is to go back to your W-2 in TurboTax. Delete the imported W-2 and re-enter it manually. See if that eliminates the problem. I know that's not ideal, but it only takes a few minutes and it often resolves a problem. Sometimes strange unexplainable things happen with imported forms. If you imported interest income, Form 1099-INT, try re-entering that manually also.
yesterday
@user17697402320 For some other imports...from other brokerages (fidelity and Vanguard at least)...you do have to accept a strangely-worded Pop-up bout allowing access to your device: ________...
See more...
@user17697402320 For some other imports...from other brokerages (fidelity and Vanguard at least)...you do have to accept a strangely-worded Pop-up bout allowing access to your device: ________________________________ From user Doug34: "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."