All Posts

The "Annuity Start Date" is the date you became eligible to receive your first pension check (usually the 1st of the month following your retirement date (e.g., if you retired June 30th, the start date is July 1st)).

check the 1099-R input do you have the box checked for "taxable amount not determined".  make sure the 1099-R is input exactly as provided.   or, you might want to just delete the 1099-R and start over, especially if imported

Las declaraciones de impuestos federales se toman aproximadamente 21 días asumiendo que todo está bien y que el IRS no te haya mandado alguna carta.    Si reclamaste dependientes y en tu declaración están incluidos los créditos de los niños y/o el crédito tributario por ingreso EITC, el IRS se tomará más tiempo en procesarlo.   Puedes monitorear tu declaración en la página del IRS, la cual te comparto en el siguiente enlace: Rastrear mi Reembolso  

To get the Ohio joint filing credit both spouses need at least $500 in earned income - income from investments, rental property, Social Security, etc. does not qualify for income toward determining eligibility for the credit.  Another possibility is that, if one of you is self-employed, your income from that business is not taxable in Ohio and that would make you ineligible for the joint filing credit.   The credit is also unavailable if your joint income is above $750,000.   The following is from page 29 of the Instructions for Ohio IT-1040:  "Line 12 – Joint Filing Credit To qualify, you and your spouse must each have at least $500 of qualifying income, jointly file your return, and have an MAGI less than $750,000. "Qualifying income" is any amount included in Ohio adjusted gross income (AGI), other than the following:    ●Interest;  ●Dividends and distributions;  ●Capital gains; AND  ●Rents and royalties.   Amounts deducted on the Ohio Schedule of Adjustments are not included in Ohio AGI, and thus are not "qualifying income." Examples of such amounts include business income, state and local tax refunds, Social Security and railroad retirement benefits, and certain military compensation and retirement benefits."

Yes. You are able to provide the State Number from your Form 1099-R in TurboTax by doing the following:    Go to Wages & Income on the left panel within the Federal section of your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R (Here, you may import or type in by selecting the Change how I enter my form box On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported), then Continue Scroll down to State info and enter the information exactly as it appears on your Form 1099-R Note: If you have information in Boxes 17-19, click the, "My form has info in boxes 17-19" Continue answering the questions, pressing Continue to advance

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   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   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   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   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.  

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     https://www.irs.gov/refunds   Refunds for tax years 2021 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.  TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).       When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form   Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.

    You have not mentioned his age.     If your son is under the age of 24 you can still claim him as a qualified child and say that he lived at home in VA since living away at school is a "temporary absence."  In that case he would have to file a NON-resident NY return and a resident VA tax return.  The non-resident return must be prepared first before the VA return.   If he is over 23, you cannot claim him as a qualified child dependent.  If he is over 23 and earned more than $5200 he cannot be a qualified relative dependent.   He will have to file a NY tax return since he lives and works in NY.   What makes him consider himself a VA resident is puzzling.