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yesterday
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" will get a 1099 from the brokerage holding the 401(k) account (I checked)" your 401k broker misinformed you . there is no 1099-R since you took no distribution. @DennisHank
yesterday
I guess I didn’t realize that I was gonna automatically go through when the taxes were accepted cause I already went on the IRS website and pay directly so now they took it out twice
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yesterday
Help, I am a bit confused. Both of my children are age 24 or older, so they are no longer dependents. They both attended college or post-graduate last year. The institutions issued 1098T forms t...
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Help, I am a bit confused. Both of my children are age 24 or older, so they are no longer dependents. They both attended college or post-graduate last year. The institutions issued 1098T forms to each of them. I took distributions from their 529 plans to help cover expenses, but (and this might have been a mistake), I took the distributions, so the 1099Q forms were issued in my TIN. For my older son's distribution, I took the $10,000 distribution for student loans, there's no checkmark in the 1099Q (I don't think there's a spot for it in the 1099Q), but I selected it. But I see no way in TurboTax to declare that's what I did, and as a result about $3307 is presently showing as taxable income. How do I fix this? In particular, how do I declare that I used $10,000 to repay a student loan, and have it removed from my taxable income?
yesterday
Time to enter x's education expenses Required books and materials from the school Optional books and materials from the school Back Continue I'm pastin...
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Time to enter x's education expenses Required books and materials from the school Optional books and materials from the school Back Continue I'm pasting the screen within TurboTax 2025 here where historically you can enter room & board for off campus housing as well as computer purchases. For the life of me I can't locate those options in TurboTax 2025 desktop version. This screen grab is from after first inputting a 1099-Q which is greater than the total reflected on the corresponding 1098-T from a given university where the difference in my case is for off campus housing & food which are below the university's COA as published by their financial aid office so those expenses are qualified education expenses and there should be a spot to enter them as there has always been one in the past. Help!!
yesterday
Thank you. Finally uploaded the data.
yesterday
The percentage form returns back to 100% regardless of days, percentages. There is a bug. I conversed with their AI help and it continues to tell me I did something wrong. If so, why does the Desk...
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The percentage form returns back to 100% regardless of days, percentages. There is a bug. I conversed with their AI help and it continues to tell me I did something wrong. If so, why does the Desktop version work but not OnLine?
yesterday
I don't know how to do this, I need information
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yesterday
Follow these steps to enter your SEP IRA Contributions:
Go to the Wage & Income section.
Scroll down to Other Business Situations.
Click Start on Self-employed Retirement Plans.
Fol...
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Follow these steps to enter your SEP IRA Contributions:
Go to the Wage & Income section.
Scroll down to Other Business Situations.
Click Start on Self-employed Retirement Plans.
Follow the prompts to enter your contribution amounts.
Here's a helpful link that gives more information on entering SEP contributions in TurboTax; Where do I enter my SEP IRA contributions?
yesterday
Both of those amount are sent to the IRS by the custodian(s) of your IRA account(s).
yesterday
How did you select standard deduction? Are you filing married filing separately and filing the same way as your spouse? Ordinarily you do not "select" standard deduction or itemized deductions. ...
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How did you select standard deduction? Are you filing married filing separately and filing the same way as your spouse? Ordinarily you do not "select" standard deduction or itemized deductions. But if you somehow clicked on a choice:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/change-standard-deduction-itemized-vice-versa/L7evWtHhv_US_en_US?uid=m6cpww6g
Go to Federal>Deductions and Credits to explore the various deductions etc.
yesterday
1 Cheer
Exactly what you wrote---there must be a bug in this year's software as there is no screen that I can navigate to in order to enter other (e.g., room & board, required fees, etc) non-book/materials, ...
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Exactly what you wrote---there must be a bug in this year's software as there is no screen that I can navigate to in order to enter other (e.g., room & board, required fees, etc) non-book/materials, non-tuition expenses.
yesterday
So my employer did not include my overtime to my w-2, so I'm having to go based off my final paystub. My paystub does show how much overtime I made over the year. So for the deductible overtime do I...
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So my employer did not include my overtime to my w-2, so I'm having to go based off my final paystub. My paystub does show how much overtime I made over the year. So for the deductible overtime do I enter lets say $2000.00 for the year or $10/hr?
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yesterday
There is currently some sort of glitch with "pay with refund" that the tech team is working on.
yesterday
Use a friends or make one up.
yesterday
When you enter your information in MY INO you will be asked what state(s) you lived in and will get the chance to enter that you made money in two different states. You will later prepare a part yea...
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When you enter your information in MY INO you will be asked what state(s) you lived in and will get the chance to enter that you made money in two different states. You will later prepare a part year return for Virginia; Washington does not have a state income tax.
MOVED OR NEED TO FILE PART-YEAR STATE
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/file-moved-different-state-last-year/L3ljAGBw6_US_en_US?uid=me08b0gq
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cki50
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cdx44
ALLOCATE PART YEAR
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/allocate-split-income-part-year-state-return/L8KzwwBCQ_US_en_US?uid=m5y1ulrh
https://ttlc.intuit.com/community/returns-and-forms/help/when-would-i-have-to-file-returns-in-more-than-one-state/00/25821
yesterday
I lived in Virginia in 2025 for almost 3 months and made income, then I moved to Washington state for the remainder of 2025z how do I file that I was a resident in 2 different states ?
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yesterday
I researched this and already tried. I had to do my taxes elsewhere this year.
yesterday
For some reason I am not able to pay with my tax refund, I am eligible on the criteria to use my tax refund to cover the fee.
yesterday
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes
yesterday
where can i post my quarterly estimated taxes for 2025 that I paid ?
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