All Posts
yesterday
Then you don't owe any repayment, @gillianmblake. You must have had a refund enough to cover any payback amount required. You can look at Form 8962 included in your return to verify the amount of...
See more...
Then you don't owe any repayment, @gillianmblake. You must have had a refund enough to cover any payback amount required. You can look at Form 8962 included in your return to verify the amount of repayment that was calculated.
yesterday
my real estate is reported twice as net income from real estate and as miscellaneous income. why?
Topics:
yesterday
Sign into your account and click on Tax Home from the left side menu. From there, scroll down to Tax Returns and Documents. How do I view, download, or print a prior-year tax return?
Use the Dow...
See more...
Sign into your account and click on Tax Home from the left side menu. From there, scroll down to Tax Returns and Documents. How do I view, download, or print a prior-year tax return?
Use the Download PDF and your full tax return will be downloaded - federal and state.
yesterday
I must receive it on 03/08
Topics:
yesterday
I just imported my 1099-INT and 1099-DIV from Acorns, but it won't let me import the 1099-B yet. This is a problem. I was hoping it would be resolved by now.
yesterday
Topics:
yesterday
Do you get Social Security benefits, and did you have Medicare premiums taken out of your Social Security? Medicare premiums are a medical expense. If you entered the Medicare premiums on the screen ...
See more...
Do you get Social Security benefits, and did you have Medicare premiums taken out of your Social Security? Medicare premiums are a medical expense. If you entered the Medicare premiums on the screen where you entered your SSA-1099, the premiums would be automatically entered as medical expenses on your state tax return.
yesterday
Person on the return worksheet: Enrollment status must be entered
Topics:
yesterday
Thanks for your response! Unfortunately the system didn't work that way. It showed me I owed a balance while completing my taxes, but when it came to the end, no additional payment was due.
yesterday
Kansas return
Topics:
yesterday
Yes, you can enter your lump-sum SS payment in TurboTax. @yelnoc
Where do I enter an SSA-1099?
After you enter your SSA-1099 information, we'll ask if you received a lump-sum Social...
See more...
Yes, you can enter your lump-sum SS payment in TurboTax. @yelnoc
Where do I enter an SSA-1099?
After you enter your SSA-1099 information, we'll ask if you received a lump-sum Social Security payment.
If you did, answer Yes and follow the instructions. Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year. You can only enter one year at a time. If you need to enter benefits received for a different tax year, select Add another lump-sum payment.
While your lump sum may include benefit payments for more than one year, you do not have to file an amended tax return for any prior year. You might need to pay taxes on a small portion of your lump-sum payment. However, you might be able to avoid these taxes by apportioning prior year benefits to those previous years’ income (still without filing any amended returns).
After you enter your lump-sum Social Security payment information, TurboTax will automatically figure out what, if any, taxes you owe due to the lump-sum payment.
yesterday
Topics:
yesterday
I had a Balance due on federal and state taxes from 2024 that I paid in 2025. I took no extension. Can I deduct these amounts on my 2025 tax forms?
yesterday
See this help article >> How do I change my TurboTax account email?
yesterday
Does Turbo Tax populate the Worksheets 1,2 and 4 required by Pub 519 to determine taxable amount of SSA benefits, other than the information required from my 2024 return. As a retired fed I received...
See more...
Does Turbo Tax populate the Worksheets 1,2 and 4 required by Pub 519 to determine taxable amount of SSA benefits, other than the information required from my 2024 return. As a retired fed I received a lump sum as a result of the Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset in 2025, and wish to use the lump sum election method.
yesterday
there is an offer in 2025 to switch a desktop license to TT Online Premier Fed+State for no extra cost. See offer details (more links below) and note filling deadline so it won't work for extension ...
See more...
there is an offer in 2025 to switch a desktop license to TT Online Premier Fed+State for no extra cost. See offer details (more links below) and note filling deadline so it won't work for extension filing; see screenshot below when you try to install the s/w on Win 10 which maybe where you got to. https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US Note this is only good for 1 return - with online, you can only do 1 return per account (unlike desktop) and you would have to set up different accounts and pay additional for other returns. Online is not the exact same functionality as desktop, there is no Forms mode, and it's a lot more interview-centric (and will pester you a lot to buy extra services). Online is priced by the scope of forms required (Free / Deluxe / Premier - Premier is needed for Schedule D) - and it's generally more expensive than desktop especially if you do multiple returns, without the offer I think Premier Fed and State would run you about $180. So, TT Online is an option but comes with some caveats. Otherwise, if you don't mind a bit of tech stuff you can set up a Win 11 VM and TT Desktop will run there. If neither of those options appeals then you'd need to find a different service, HR Block and TaxAct are still supporting Win 10 this year. You can request a refund for TT tho they give a 60 day window which has passed if you bought it back in January, but you may be able to appeal due to Win 10. https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US Other articles on Win 10/11: https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-windows-8-affect-turbotax-experience/L4v9atO3O_US_en_US https://ttlc.intuit.com/turbotax-support/en-us/help-article/uninstall-products/switch-turbotax-cd-download-turbotax-online/L4awg8jwG_US_en_US https://ttlc.intuit.com/community/articles/community-news-announcements/turbotax-windows-10-desktop-software-end-of-life/05/3708302 Online Premier info and forms by Online DIY version: https://turbotax.intuit.com/personal-taxes/online/premium/#tax-forms
yesterday
12e id $49,900 more than the standard dedcution. I also have $26K of Mortgage Interest deduction on my primary residence. I did try the IRS provided online calculator outside of TurboTax and I...
See more...
12e id $49,900 more than the standard dedcution. I also have $26K of Mortgage Interest deduction on my primary residence. I did try the IRS provided online calculator outside of TurboTax and I saw that it has a calculation up to $299,000 of $2683, and then it jumps to $3215 for all values $300K and above. That jump seems strange and I do not see anywhere in the IRS instructions that says that sales tax tops out at $300K AGI - so I figured the IRS calculator was written wrong. Filing Joint and I'm over 65 but not my wife. If your AGI is over $250K, you do not get the $6000 senor deduction.
yesterday
Yes, you can claim both dependents, both federally and in California. I am very sorry for your losses. IRS reference
And they are considered to have lived with you all of 2025 - the full ye...
See more...
Yes, you can claim both dependents, both federally and in California. I am very sorry for your losses. IRS reference
And they are considered to have lived with you all of 2025 - the full year, all 12 months.
yesterday
Every downloaded 1099-R was rejected by the IRS. The numbers are all correct. What happened? I just resubmitted. This is a very big problem that must be resolved.
yesterday
Topics: