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Friday
VolvoGirl, I think you are correct. The young man I spoke with didn’t sound like he even understood what a 1099 was:). Thanks for your reply. You are always spot on. I’ve been using Tu...
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VolvoGirl, I think you are correct. The young man I spoke with didn’t sound like he even understood what a 1099 was:). Thanks for your reply. You are always spot on. I’ve been using TurboTax for roughly 25+ years and have never seen this, even with tax law changes. I realize the OBBB entailed a lot of changes but would expect TT to be ready. I’m using the online version, btw. I guess my frustrations stem from me seeing lots of folks who already filed and have been accepted into test batches (which I have been in the last few years). Sigh…
Friday
@Hal_AI or other experts, I’m still not clear on whether taxable scholarships our student reports as income increase the qualified portion of our 529 distribution or reduce it – depending on whether...
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@Hal_AI or other experts, I’m still not clear on whether taxable scholarships our student reports as income increase the qualified portion of our 529 distribution or reduce it – depending on whether we took a 529 reimbursement for some of the scholarship total, or didn’t take a 529 refund. Tuition is 100% paid with a restricted scholarship (no impact). $766 in fees go to AOTC (< $4K fees & supplies), the rest aren’t required for attendance and count as 529 NQEE together with living expenses: $1,578 in 529 non-qualified expenses. R&B = $12,056 One $2K unrestricted scholarship we took back from the 529 – after it was applied to R&B on direct bill. Can we still count this (if paying taxes on it) toward allowed 529 expenses (R&B)? So does that increase 529 QEE out of $14,693 total distribution? (Or reduce it?) Another ~ $2K unrestricted scholarship we took as a refund direct from the college and applied to living expenses. Does this increase or reduce our 529 QEE out of total distribution? Assume both scholarships are fully taxable. Right now I have $11,946 as 529 QEE, and $2,747 as 529 NQEE, but I haven’t factored in the second scholarship. Thanks for your help!!
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Friday
2021 = no. 2022-2024 = yes. 2025 you'll have to wait until it's accepted and fully processed. Then amend.
If rejected, you can fix and resubmit.
However, we don't know the reason for asking...
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2021 = no. 2022-2024 = yes. 2025 you'll have to wait until it's accepted and fully processed. Then amend.
If rejected, you can fix and resubmit.
However, we don't know the reason for asking. With information as to reason, the answer could change
Friday
@rdgault11 If you are using the Desktop program you can enter a 1099R using the Forms mode. Or just to estimate your tax return you can enter the taxable amount as a 1099INT Interest. Then dele...
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@rdgault11 If you are using the Desktop program you can enter a 1099R using the Forms mode. Or just to estimate your tax return you can enter the taxable amount as a 1099INT Interest. Then delete it and enter it in the right place when it's ready.
Friday
I can't find my Ck card. CK says to open spend acct. I had this last year. Do I haveto open new spend acct?
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Friday
You would have needed to apply before you filed.
Friday
My child tax credit went down this year after my son turned 17, but he is completely disabled, and in school for kids with autism full time. Is there anything I can do about this?
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Friday
Have you entered your income yet? EIC Qualifications https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP3...
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Have you entered your income yet? EIC Qualifications https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP32_US_en_US?uid=m0e5koqu
Friday
We haven't heard that. Last we heard was Jan 21. She was probably thinking that the pension has until Jan 31 to send you the 1099R.
Friday
What other options are available for online tax products? I'm frustrated. Why can't Intuit put that out there so everyone knows?
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Friday
I have tried everything to download the software that I purchased. Please HELP .
Everytime I do something the software keeps returning me to the same page.
Jo [removed]
[phone number re...
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I have tried everything to download the software that I purchased. Please HELP .
Everytime I do something the software keeps returning me to the same page.
Jo [removed]
[phone number removed]
Friday
Turbo tax said thar there was an issue in their end. So would they allow me to get the advance now?
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Friday
Last page it says document number where do I find that?
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Friday
What is the price at Fidelity of Premier with and without Advantage? It's still $82.99 at Costco, but they (and Sam's Club) usually discount it to $69 in January. It's $105 directly from TurboTax.
Friday
origination points were previously included in box 6 in error. how to fix this or do i need to amend my tax return 2023 please help
Friday
Every state has different rules for who is required to file a tax return. What state did you move to?
You are a part-year resident in both states. You will have to file a part-year resident tax r...
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Every state has different rules for who is required to file a tax return. What state did you move to?
You are a part-year resident in both states. You will have to file a part-year resident tax return for the state you moved out of, assuming that you worked or had other income before you moved.
Friday
I don't think I'll be using TurboTax anymore. I've been waiting since 11/17/25 to use my TurboTax 2025 for different tax scenarios? They promised that I will be able to use 1099-r form "available soo...
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I don't think I'll be using TurboTax anymore. I've been waiting since 11/17/25 to use my TurboTax 2025 for different tax scenarios? They promised that I will be able to use 1099-r form "available soon". That promise was made 2 months ago. TurboTax never put in an estimated date to have this problem fixed. I am now waiting for their new deadline date of 1/21,26. I've used TurboTax products for the 40 years but I won't use it next year.