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9 hours ago
Idaho: https://tax.idaho.gov/taxes/income-tax/business-income/guides-for-certain-businesses/income-tax-for-fiduciaries Colorado: https://tax.colorado.gov/estates-trusts (only if there is Colorado...
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Idaho: https://tax.idaho.gov/taxes/income-tax/business-income/guides-for-certain-businesses/income-tax-for-fiduciaries Colorado: https://tax.colorado.gov/estates-trusts (only if there is Colorado source income for nonresident trusts) California: https://www.ftb.ca.gov/file/personal/filing-situations/estates-and-trusts/index.html Very sorry for your loss
9 hours ago
thank you for the help, it works! Just a note: "15 At the screen Look for your sales on your 1099-B, select Continue" give the impression that I have to have 1099-B, but it turns out at next ste...
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thank you for the help, it works! Just a note: "15 At the screen Look for your sales on your 1099-B, select Continue" give the impression that I have to have 1099-B, but it turns out at next step, I can choose "did not receive 1099-B" on the sales section.
9 hours ago
I called TurboTax directly today in frustration. They said there is no official date anymore and will be likely end of March. Not good at all. I have everything else done or I’d switch services myse...
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I called TurboTax directly today in frustration. They said there is no official date anymore and will be likely end of March. Not good at all. I have everything else done or I’d switch services myself
9 hours ago
I'll cross my fingers but won't hold my breath 🙊
9 hours ago
To access prior-year TurboTax returns,
Sign in to TurboTax
You'll have to use the same user ID,
Go to Tax Home
Scroll down to Your tax returns & documents
Choose the desired year ...
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To access prior-year TurboTax returns,
Sign in to TurboTax
You'll have to use the same user ID,
Go to Tax Home
Scroll down to Your tax returns & documents
Choose the desired year
Download or print the PDF.
9 hours ago
1 Cheer
There are two approaches to use in this instance.
1. Consolidate the forms:
If your 1099-DIV comes from a standard U.S. brokerage (like Fidelity, Schwab, etc.) and the foreign dividends a...
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There are two approaches to use in this instance.
1. Consolidate the forms:
If your 1099-DIV comes from a standard U.S. brokerage (like Fidelity, Schwab, etc.) and the foreign dividends are from diversified mutual funds or a collection of stocks, you are often allowed to aggregate them.
Instead of trying to list "Country A" and "Country B," select "RIC" (Regulated Investment Company) or "Various" as the country in the 1099-DIV entry screen.
TurboTax will put the total amount on a single Form 1116 under the "RIC" designation. The IRS widely accepts this for passive dividend income, completely bypassing the need to split the math.
2. Create Dummy 1099 DIV's
Edit the Original 1099-DIV: Change the amounts on the "Main" 1099-DIV to represent only Country A. (e.g., if total was $1,000 and Country A was $600, change the main entry to $600).
Create a "Dummy" 1099-DIV: Click "Add another 1099-DIV." Name the payer something like "[Broker Name] - Country B."
Enter the remaining $400 of dividends here.
Repeat this for your spouses Div's.
The second approach may be safe, but the first approach is the easiest and is acceptable with the IRS. This approach is the one I suggest.
9 hours ago
It is the very end, I chose file through mail but it won't load. I try efile but same thing
Topics:
9 hours ago
I can't import 1099B from Vanguard or UBS Financial. I never had this happen before. I updated turbo tax desktop and tried again. Still not luck What's going on?
9 hours ago
Using TT Premier on new Windows 11 PC. Trying to use desktop version. Program immediately shuts down when I try to start a new return.
9 hours ago
@user17715168611
If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 serv...
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@user17715168611
If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return.
For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/
Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information
Call 1-877-908-7228
Or email - TPG-CSsupport@greendotcorp.com
9 hours ago
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day soone...
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"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
9 hours ago
I would like to know when will it post or be updated
Topics:
9 hours ago
When you enter medical expenses in TurboTax, it asks you a whole lot of questions to help you include everything that can be entered. Really what matters in the end is the total of all of it; that i...
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When you enter medical expenses in TurboTax, it asks you a whole lot of questions to help you include everything that can be entered. Really what matters in the end is the total of all of it; that is what will go on your tax form, so don't get too frazzled trying to make sure everything is in the "right" category as long as you enter it all, and do not enter anything twice.
MEDICAL EXPENSES
The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.
To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
9 hours ago
No. If you will both fill out the top half of you schedule A and actually read the numbers that are printed there when you are finished you will see that the top half of schedule A covers the gift t...
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No. If you will both fill out the top half of you schedule A and actually read the numbers that are printed there when you are finished you will see that the top half of schedule A covers the gift that you and your spouse made together and reduces it on each form by half.
The bottom half of schedule A is to report gifts that your spouse has made that they are not splitting with you. This does not apply to you.
If both of you will just complete the top half of schedule A then you will be done.
@mtr61378
9 hours ago
@MarilynG1 if you read previous postings you will see that was problematic as well. I am using their basic service and have for decades. This is the first year with any issues. I cannot see, an...
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@MarilynG1 if you read previous postings you will see that was problematic as well. I am using their basic service and have for decades. This is the first year with any issues. I cannot see, and it is not telling, if TT electronically filed my State taxes already. That is my sole question and why I was trying to contact them.
9 hours ago
You may have multiple TurboTax accounts. See this for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-...
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You may have multiple TurboTax accounts. See this for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
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/
9 hours ago
No one in the user forum can "connect" you.
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/tur...
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No one in the user forum can "connect" you.
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0
To call TurboTax customer support
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
9 hours ago
Good news my refund has been approved as of this morning with tomorrow's date so it was about a 3 week process but they are moving through!!
9 hours ago
Cache/cookies cleared. Using the online version. Still showing the form isn't available. If the available and "roll-out" dates do not align, you should provide the "roll-out date" rather than a bogus...
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Cache/cookies cleared. Using the online version. Still showing the form isn't available. If the available and "roll-out" dates do not align, you should provide the "roll-out date" rather than a bogus availability date. I've been using Turbotax for mine and my adult children's taxes for many, many years. Delays like this, that could be avoided with properly managed logistics, are the kinds of issues that send long-term customers looking for another solution to tax filing. I see the flood of posts from one user claiming they were told the end of March. But I would like an accurate timeline from someone at Turbotax. I can guarantee you if the delay is going to be 6 weeks, I will take my business elsewhere or just paper file them myself. I know what I paid to do this. I can't imagine you'd want to lose 10,000 customers at that price. A $2.8M revenue dip over a form you've had access to for two months would likely end with a long list of terminations...
9 hours ago
I use TurboTax Premier. Same issue for Ohio. the entire amount in box 2a (taxable amount) is subject to Ohio tax. Box 16 is used if only part of the amount on box 2a is taxable, otherwise box 16 is e...
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I use TurboTax Premier. Same issue for Ohio. the entire amount in box 2a (taxable amount) is subject to Ohio tax. Box 16 is used if only part of the amount on box 2a is taxable, otherwise box 16 is either zero or blank. THIS NEEDS FIXED IMMEDIATELY!