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2 hours ago
You should be able to e-file 5 California returns with one TurboTax download. Is it possible that one of the users e-filed an additional state return?
Did anyone need to file multiple other st...
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You should be able to e-file 5 California returns with one TurboTax download. Is it possible that one of the users e-filed an additional state return?
Did anyone need to file multiple other state returns in addition to California? TurboTax Desktop (CD/Download) software allows you to prepare unlimited state returns but limits you to e-filing only three different state returns per federal return. If you need to file a fourth state, you must print and mail it.
To determine how many state returns were filed with your TurboTax download (desktop) version, you can check the tax data files on your computer, as TurboTax does not store these files online. Open the return in the TurboTax software, go to the Forms mode, and look for state forms listed in the left-hand panel alongside the federal return.
If you use TurboTax Desktop, you can file five federal returns with up to three different state returns each.
For all our products, no more than five Intuit accounts and five corresponding federal returns (for example, for a family of five) may be created, purchased, and filed using any one email address.
Per IRS rules, you can only e-file up to five federal returns using the same email address or phone number with personal tax return preparation products. See this help article for more information.
If you can confirm that only four California returns were e-filed using your download product, and the fifth user hasn't already filed by mail, you can see this help article for instructions on how to contact TurboTax customer support for other options.
2 hours ago
1 Cheer
100% correct is NY does not tax the inflation check.
The IRS has not issued guidance so nobody knows if it is federally taxable. We tend to err on the side of caution, better to pay a few dollars ...
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100% correct is NY does not tax the inflation check.
The IRS has not issued guidance so nobody knows if it is federally taxable. We tend to err on the side of caution, better to pay a few dollars and be wrong than to willfully not include income. However, once the IRS decides, you will either amend your return or deal with the IRS then. Most of us think it is less hassle to include it. It is your tax form and you get to choose. There is no right way at this time for the federal.
2 hours ago
1 Cheer
We can offer assurance that just the extensions will be filed, not the actual returns. If you need to file your extension you can also do it on TurboTax Easy Extension. The IRS also has other optio...
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We can offer assurance that just the extensions will be filed, not the actual returns. If you need to file your extension you can also do it on TurboTax Easy Extension. The IRS also has other options to file an extension:
Pay what you owe using an online payment option and check the box that you are paying as part of filing for an extension.
Use IRS Free File to electronically request an automatic tax-filing extension.
File Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.
@KGP11
2 hours ago
2a of Form 1099-Div? These are long-term gains realized by the mutual fund that were in your distributions. 2a should flow to line 13 of Schedule D, which is correct. No 1099-B reporting
2 hours ago
Good to hear back! Here is the answer to your question. The bottom line is that your taxable income from the sale of the car cannot be more than the total gain. In your case your gain the full amount...
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Good to hear back! Here is the answer to your question. The bottom line is that your taxable income from the sale of the car cannot be more than the total gain. In your case your gain the full amount of your sales price is the gain since the depreciation used up all of your business cost.
You can keep all of your calculation documents you attached with your tax return files. Due to the warnings you can enter in the Depreciation slot the total business cost so they are equal numbers. This will correctly tax the sales price and you should be able to complete your return.
@SyberKnight
2 hours ago
Thank you for the response @MarilynG1 Yes, all of my foreign income is from 1099-DIV. I have them entered under 1 entry marked as "various". I filled out the 1116 questionnaire and the final form...
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Thank you for the response @MarilynG1 Yes, all of my foreign income is from 1099-DIV. I have them entered under 1 entry marked as "various". I filled out the 1116 questionnaire and the final form generated by TT doesn't makes sense. It takes 75% of my foreign income and puts it under 1a, 3d is right and 2e is 4x my gross income. It would be just easier to enter the 1116 manually. TT questionnaire for 1116 is not helping and the form output is totally incorrect. Many people have complained about it for years and there has been no improvement
2 hours ago
OBBB was not adopted by SC. I do NOT have any of the deductions in this bill(tips etc), although, I did itemize. I understand there were product updates but it did not apply to folks that itemized. ...
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OBBB was not adopted by SC. I do NOT have any of the deductions in this bill(tips etc), although, I did itemize. I understand there were product updates but it did not apply to folks that itemized. Can I file online and just 'continue' without fixing? OR will I need to send in paper return like back in the stone age and mail in? Thanks
2 hours ago
1 Cheer
Customer Support should be able to verify how many actual Federal and State returns you have Efiled, and reset your counter. Could there be another reason you can't Efile your state return?
@...
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Customer Support should be able to verify how many actual Federal and State returns you have Efiled, and reset your counter. Could there be another reason you can't Efile your state return?
@unmesh59
2 hours ago
An underpayment penalty can exist even when there might be a refund. The IRS system is pay as you go, which means when you make money they want the tax dollar, so if the estimated payments were not e...
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An underpayment penalty can exist even when there might be a refund. The IRS system is pay as you go, which means when you make money they want the tax dollar, so if the estimated payments were not enough in the required periods you may still have a penalty. If your income calculation was used each period to determine if an estimated tax was required, then you may need to do the annualized method to reduce or eliminate the penalty. You can choose to use the annualized income/tax method in TurboTax by using the steps below. Have your 2025 return ready just to confirm your numbers. Open your TurboTax Online or TurboTax Desktop return Search (upper right) > Type underpayment penalty TurboTax Online: Click 'See More' at the bottom of the FAQ that pops up > Click on Go to annualizing your tax TurboTax Desktop: Click the Jump to.. link Continue selecting to use the annualized method and enter the income in the slots where earned. For wages, interest, dividends or anything earned equally through out the year divide by 12 and multiply by 3/5/8. Continue to follow the screen prompts Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of: 90% of the total tax after credits for the current year, or 100% of the total tax after credits in the prior year See one exception below. You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely. Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2024 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.
2 hours ago
Steps to take:
Check your refund status online - Enter your full state refund from Form IT2010, line 78, otherwise, you get no information found.
Accepted status more than 45 days, call ...
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Steps to take:
Check your refund status online - Enter your full state refund from Form IT2010, line 78, otherwise, you get no information found.
Accepted status more than 45 days, call 518-457-5181 if needed, after checking your portal.
Processing -forward movement
Further Review -the state may adjust your return or ask for more information
New York is using Form DTF-948 this year. If your return is stuck, they may be waiting for you to verify your identity or income.
Check your Online Services account: Log in to your NYS Department of Taxation and Finance account and look for "Respond to Department Notice." Sometimes the digital notice appears days before the paper one.
Check your mail: It won't always show up on the online tracker immediately.
2 hours ago
Topics:
2 hours ago
Don’t know. I’ll page @dmertz
2 hours ago
What is your state of legal residence (SLR)? It generally is your home of record unless you changed it to another state. Is Minnesota you state of legal residence? Please clarify.
From a tax...
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What is your state of legal residence (SLR)? It generally is your home of record unless you changed it to another state. Is Minnesota you state of legal residence? Please clarify.
From a tax standpoint, your state of legal residency (SLR) is considered your "domicile" or "resident" state as long as you are on active duty. Even if you are stationed in another state, you are still considered a resident of your state of legal residence.
To find out if you need to file a state tax return when you are not stationed in your resident state, check out Military Filing Information on State Websites, which has links for active duty military and their spouses in each state.
If you have nonmilitary earnings, review Civilian pay earned by active duty military.
In some cases, if you have nonmilitary earnings, the nonmilitary earnings may be subject to the state income tax of the state where you are stationed.
See this TurboTax Help.
2 hours ago
We in the Community cannot see your screen or your private tax data. So help us help you by telling us what the reject code is.
2 hours ago
No, you will be upgraded because of the required forms and schedules that must be filed with rental income. TurboTax will upgrade you automatically with TurboTax Online.
@dbelford
2 hours ago
We have three RMD forms (1099-R). Two of them say "7" for the distribution code. One says "G" for the distribution code. The weird thing is, a week ago I was able to get through the RMD section ...
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We have three RMD forms (1099-R). Two of them say "7" for the distribution code. One says "G" for the distribution code. The weird thing is, a week ago I was able to get through the RMD section without incident, but then I quit TurboTax without saving it. Now I'm re-entering info, and after I gave the name of one of the Payers as a life insurance company, TurboTax assumes it's an inheritance. When I deleted that entry and tried another Funds company, TurboTax still assumed it was inherited.
2 hours ago
Are your using the TurboTax Desktop product? If so, you can see Item Dedn Wks (Itemized Deductions Worksheet) in the California forms. This worksheet may show that the amount of Itemized deductions a...
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Are your using the TurboTax Desktop product? If so, you can see Item Dedn Wks (Itemized Deductions Worksheet) in the California forms. This worksheet may show that the amount of Itemized deductions allowed by California has been limited because of your federal adjusted gross income.
2 hours ago
Topics:
2 hours ago
Artificial AI states this: Ahh — this tells me exactly what’s happening. You’re being funneled into the 1099‑R workflow, which means TurboTax thinks you converted money, not that you recharacteriz...
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Artificial AI states this: Ahh — this tells me exactly what’s happening. You’re being funneled into the 1099‑R workflow, which means TurboTax thinks you converted money, not that you recharacterized a contribution. That’s why you’re not seeing any of the nondeductible‑IRA questions. And that mismatch is what creates the phantom “penalty” warning in Deductions & Credits even though the 1099‑R section says “Good news, no penalty.” Let’s fix the root cause cleanly. 🎯 What’s going wrong A recharacterization should be entered in the Traditional IRA contribution section, not the 1099‑R section. But TurboTax only asks about recharacterization before you enter any 1099‑R. Once you enter a 1099‑R, TurboTax assumes: You did a conversion, not a recharacterization It skips the nondeductible contribution logic It skips Form 8606 Part I It warns about excess contributions or penalties in Deductions & Credits This is exactly the pattern you’re describing. 🛠️ How to fix it (step‑by‑step) You’ll need to delete the 1099‑R first, then re‑enter the contribution correctly. 1. Delete the 1099‑R Go to: Wages & Income → IRA, 401(k), Pension → Review → Delete the 1099‑R A recharacterization does not generate a 1099‑R in the same tax year. (You get it next January.) 2. Now go to the Traditional IRA contribution section Deductions & Credits → Retirement & Investments → Traditional IRA Contributions Choose Your Wife. Answer: YES she contributed to a Traditional IRA Enter the amount (e.g., 6,500) Now TurboTax will ask: “Did you recharacterize this contribution?” This is the screen you were missing. Select YES. Enter: The amount recharacterized Any earnings/losses (from the custodian letter) 3. TurboTax will then say: “Your IRA contribution is not deductible.” This is correct for a backdoor Roth. This is how TurboTax marks it as nondeductible and puts it on Form 8606. 4. Check the warning in Deductions & Credits again It should now disappear because TurboTax no longer thinks you made: an excess Roth contribution a deductible Traditional IRA contribution a taxable conversion 🧪 If you want, I can pinpoint the exact screen causing the penalty Just tell me which of these you see in Deductions & Credits: “You have an excess Roth IRA contribution” “Your IRA contribution is not deductible” “You may owe a penalty on your IRA contribution” “You contributed more than allowed to a Roth IRA” Each one maps to a different mis‑entry, and I can walk you straight to the fix. You’re very close — this is just a sequencing issue, not a real tax problem. Please validate!
2 hours ago
@DianeW777 hello again. i was just going back over everything in TurboTax and hoped to finish it out today but ran into a problem. in it's checking everything, it found an error that says... "...
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@DianeW777 hello again. i was just going back over everything in TurboTax and hoped to finish it out today but ran into a problem. in it's checking everything, it found an error that says... "Enterable 4797 (Copy 1): Depreciation allowed Depreciation allowed or allowable should be less than or equal to cost or other basis plus expense of sale for 1993 Honda Civic." ...so i guess that means my calculations are wrong. would you (or someone) mind looking at the attached screenshot of my calculations & tell me where i went wrong? Thanks!