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yesterday
Your tax return is in a separate data file ending in .tax2025 and should be in your Documents in a Turbo Tax folder. Look around and make sure you have that file. You should copy it to a flash dri...
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Your tax return is in a separate data file ending in .tax2025 and should be in your Documents in a Turbo Tax folder. Look around and make sure you have that file. You should copy it to a flash drive for backup.
yesterday
A fun-fact about this is how the TurboTax forms still contain the ItsDeductible sections. Knowing early in 2025 they were going to terminate ItsDeductible, why didn't they update their tax forms?
yesterday
I have been going in circles on TurboTax Online trying to get it to properly treat and calculate my excess 2025 Roth IRA contribution on Form 5329. I have already withdrawn the excess contributions,...
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I have been going in circles on TurboTax Online trying to get it to properly treat and calculate my excess 2025 Roth IRA contribution on Form 5329. I have already withdrawn the excess contributions, but Online is not letting me reflect this on my 2025 tax forms without having a 1099-R (which in Box 7 you use Code 8 to indicate return of your excess contribution). I won't ever receive a 2025 1099-R because I withdrew my 2025 excess contribution in Feb 2026. I will get a 2026 1099-R in January 2027, which I should have to do nothing with but file it away. I should be able to file my 2025 taxes and report that I withdrew my 2025 Roth IRA contribution on time and report and pay taxes on the earnings I made on the excess contribution through December 31 and not have to pay a 6% penalty this year. BTW, I believe it is also incorrectly calculating and displaying your excess contribution if you are married, filing jointly. So not only does it access the 6% penalty, but it assesses it on the wrong amount. I asked 20 questions in the help portal on the right to try to get guidance, but it keeps telling me I must pay the 6% penalty on my excess 2025 Roth IRA contribution NOW, then file a 2025 amended return next year to (hopefully) get the penalty back next year. This is not per IRS rules, and simply incorrect. If you withdraw the Roth IRA excess contribution before the 2025 filing deadline (April 15, 2026) you are not subject to the 6% penalty on your excess 2025 Roth IRA contribution......ever. It does tell me correctly to not enter a manual 2025 1099-R because I will get a 2026 1099-R next year. But there is no way to tell it not to impose the 6% penalty on Form 5329. So, I keep going in circles. CoPilot AI tells me the only way to file a correct TurboTax 2025 tax return is to use Desktop where I can manually correct the forms and worksheets to be correct. This is ridiculous. Online needs to be fixed.
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yesterday
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yesterday
Where on form 1041 to include probate fees? Is it under attorney, accountant line? Thanks for your help.
yesterday
Good info. Thanks!
yesterday
If you are referring to checking on your Washington State Families Tax Credit, you can check your Washington State Working Families Tax Credit (WFTC) online at Where is my Washington Working Families...
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If you are referring to checking on your Washington State Families Tax Credit, you can check your Washington State Working Families Tax Credit (WFTC) online at Where is my Washington Working Families Tax Credit refund?
yesterday
I got a lot of tax forms from the nanny payroll i signed up for, do I need to fill out something else to reflect I already had the federal taxes withheld?
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yesterday
@ANTMAN0905 This is an old thread that has had no activity since 2022. If your question is about a deposit posting to your account on a Saturday, it is possible but will depend on the practices of...
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@ANTMAN0905 This is an old thread that has had no activity since 2022. If your question is about a deposit posting to your account on a Saturday, it is possible but will depend on the practices of your own bank and what they do over the weekends.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
yesterday
Can't Open TurboTax. Used CCleaner to clean computer and update software. When done, several programs wouldn't open. I fixed this, in part, by reinstalling Chrome and Microsoft Edge, but I hesitated ...
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Can't Open TurboTax. Used CCleaner to clean computer and update software. When done, several programs wouldn't open. I fixed this, in part, by reinstalling Chrome and Microsoft Edge, but I hesitated when attempting to reinstall TurboTax. My taxes were done, but not filed. If I uninstall current program and reinstall the program, will I lose my data or will it be found and used by the reinstalled program?
yesterday
Where do I go to download CA state forms for business filing?
yesterday
Looking at our last ADP paystubs from 2025 it's broken down (Regular, Overtime, Holiday, etc...) earned for the full year - I did try the "Overtime" amount listed on our paystubs and our refund is mo...
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Looking at our last ADP paystubs from 2025 it's broken down (Regular, Overtime, Holiday, etc...) earned for the full year - I did try the "Overtime" amount listed on our paystubs and our refund is more than double it's ever been which raised a red flag that I might not be entering the correct amount. And the last thing I need is the IRS coming for me lol So am I supposed to enter the "Year To Date Overtime" amount from my ADP Pay Stub like I already did or is there a way to calculate from that amount how much I'm supposed to claim? Sadly our paystubs don't list how many overtime hours for the year - just the dollar amount earned for the year, so that's all I have to go with unless I contact HR and have them find out. But I'd really like to just get them done and out of the way.
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yesterday
@lallen27511 wrote: It's obviously not important enough to TurboTax to take 30 minutes of developer time to have an entry panel.... Agreed......100%.
yesterday
Sadly, you have waited too long. TurboTax no longer supports or provides updates for 2021 software. They support and provide updates and software for 2022 onward only.
yesterday
@nosillo2 wrote: A 1099-g was received from state for 2025 since taxes were itemized. Then the refund is taxable to the extent a tax benefit was received.
yesterday
@nosillo2 wrote: The 1099-int was reported under other income on form 1041and wrote ird under description and deceased info. That's fine, not that it makes a whole lot of difference, sinc...
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@nosillo2 wrote: The 1099-int was reported under other income on form 1041and wrote ird under description and deceased info. That's fine, not that it makes a whole lot of difference, since it's taxed at the same rate or distributed out to the beneficiaries to be taxed at their marginal tax rate.
yesterday
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@User3793 wrote: ....if you're going to go through all that, you might as well simply type each donation into Turbo Tax when you're asked do you have donations. I agree and that's basically...
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@User3793 wrote: ....if you're going to go through all that, you might as well simply type each donation into Turbo Tax when you're asked do you have donations. I agree and that's basically the procedure for other DIY tax prep software.
yesterday
The estate can deduct probate fees and costs on Form 1041. The estate can NOT deduct charitable contributions that are not authorized by the will (or trust) and are not made from gross income of ...
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The estate can deduct probate fees and costs on Form 1041. The estate can NOT deduct charitable contributions that are not authorized by the will (or trust) and are not made from gross income of the estate.
yesterday
@ Aharbi1 wrote: I don't remember it. I'm trying to get it You don't need the 5-digit signature PIN from last year. On a different screen you will be verifying your 2025 filing with your ...
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@ Aharbi1 wrote: I don't remember it. I'm trying to get it You don't need the 5-digit signature PIN from last year. On a different screen you will be verifying your 2025 filing with your 2024 AGI. Then on a subsequent screen where you electronically "sign" the return, it will ask for your birth date, today's date, and a 5-digit signing PIN. It will say on that screen that you can use any 5 digits of your choice, except it cannot be all zeros. While it can be the same 5 digits as last year (if someone wishes to use the same one), it doesn't have to be. A filer could enter a new one every year if desired.
yesterday
I've been a long time user of TurboTax. One area that no one seems to fix is the Job Related expenses; albeit, you can't deduct most work expenses these days. That said, when you reach this section, ...
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I've been a long time user of TurboTax. One area that no one seems to fix is the Job Related expenses; albeit, you can't deduct most work expenses these days. That said, when you reach this section, it jumps straight to Teacher Job expenses. If you say no, it ends that section. I'm Law Enforcement and have work related expenses that California does recognize and as such, I enter those into my Federal return. Why not simply change this to; "Do you have job related Expenses?" User would answer Yes. Then, "Are you a Teacher?" If one answers No, then move onto the general field to enter your job related expenses. Don't just skip over when one answers No to the Teacher questions. My other note is how it is rather comical that during the Turbo review of your return, Turbo doesn't catch that you didn't enter your IRS PIN number (the 6-digit code the IRS sends you or on your IRS account. I didn't enter mine as it didn't appear during the walk-through. I filed and my Fed return was rejected and only after opening my desktop version, was I notified by Turbo: you didn't enter your IRS PIN. How does this get missed by the programmers?
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