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3 hours ago
Is Schedule D included with TurboTax Deluxe?
3 hours ago
If you need to get back in touch with TurboTax Support, please see here for the contact information. The TurboTax Community only has access to this online forum to answer questions.
3 hours ago
How do I remove this option?
Topics:
3 hours ago
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/
...
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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
3 hours ago
Paper check
Topics:
3 hours ago
Could you have possibly entered it as a "recharacherization", rather than a "conversion"? Take a look at the IRA worksheet and form 8606 and perhaps that will show you what's going on.
3 hours ago
On my NYS return, I am getting a pension exclusion for a Roth IRA Conversion which should be taxable in NYS. I have filled out the income section of the IRA withdraw and indicated that it a Roth Con...
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On my NYS return, I am getting a pension exclusion for a Roth IRA Conversion which should be taxable in NYS. I have filled out the income section of the IRA withdraw and indicated that it a Roth Conversion but in the NYS deduction section on the desktop version I do not see a place to indicate that this IRA withdraw was directly put into a Roth. Has anyone else run into this or am I missing something?
3 hours ago
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
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To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
3 hours ago
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
See more...
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
3 hours ago
Topics:
3 hours ago
You might try logging out of TurboTax, restarting your device, and logging in again.
Also, be sure that any updates have been allowed to install. To update the TurboTax desktop software, selec...
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You might try logging out of TurboTax, restarting your device, and logging in again.
Also, be sure that any updates have been allowed to install. To update the TurboTax desktop software, select Check for Updates under the Online menu (Windows) or the TurboTax menu (Mac) at the top of the application. If automatic updates fail, see this help article to manually update Windows, or this help article for Mac.
3 hours ago
The IRS only retains tax returns for the past 7 years. The 2016 tax return is no longer available.
A tax transcript may be available for 2016
Go to this IRS website for free transcripts of a...
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The IRS only retains tax returns for the past 7 years. The 2016 tax return is no longer available.
A tax transcript may be available for 2016
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
3 hours ago
The turbo tax program did not ask what I have paid in federal taxes so far, how do I enter this information?
Topics:
3 hours ago
Turbo Tax indicates that I owe a $400 penalty on my State of Minnesota taxes even though I met the state's safe harbor requirements. I used the annualized calculations for the federal taxes and avoi...
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Turbo Tax indicates that I owe a $400 penalty on my State of Minnesota taxes even though I met the state's safe harbor requirements. I used the annualized calculations for the federal taxes and avoided the Fed. penalty (a large cap. gains income was experienced in the 4th quarter and I met the fed. safe harbor requirements.) Where do I go to clear out the penalty for the State of Minnesota filing?
3 hours ago
I THINK THERE IS A LOGIC ISSUE IN TURBO TAX (or i am not seeing something obvious) IN "FOREIGN TAX PAID CREDIT WORKFLOW (ENTRY TO FILL F1116): FOR FOREIGN TAX TO CLAIM CREDIT – I CAN ONLY ENTER DIV...
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I THINK THERE IS A LOGIC ISSUE IN TURBO TAX (or i am not seeing something obvious) IN "FOREIGN TAX PAID CREDIT WORKFLOW (ENTRY TO FILL F1116): FOR FOREIGN TAX TO CLAIM CREDIT – I CAN ONLY ENTER DIVIDEND FOR 1 COUNTRY, NOT THE FIVE (5) I NEED TO ENTER .. TURBOTAX THEN ASSUMES ALL FOREIGN TAXES PAID ARE FOR THAT COUNTRY Context: I have on my 1099-DIV on line 8, $xxx.xx of Foreign tax paid on dividends I received from "company". Those taxes are from 5 countries ( Canada, Germany, Ireland, Netherlands, United Kingdom For each I have dividend and Foreign tax paid on dividends per country Canada $Div_can $ForeignTax_can, Germany $Div_ger $ForeignTax_ger, Ireland $Div_ire , ForeignTax_ire Netherlands $Div_ned $ForeignTax_ned, United Kingdom $Div_uk $ForeignTax_uk (did not put numbers here) My steps trying to enter the 10 numbers (dividend and foreign taxes for each of the 5 countries): I can select the 5 countries in the first screen ”where did you receive dividend income from?” After clicking on continue I get the screen “income from foreign countries” (with my 5 countries listed below) I select the first one (Canada), it does not let me select all 5, and click “report income” and it comes to the next screen with “report foreign tax paid to Canada” … I am given the choice to select (checkmark) the “company” that issued my 1099-DIV where the foreign tax line 8 are reported) … next screen is “ Foreign source income” You reported $yy,yyy of total income from “company” . How much of that income is from Canada? I enter my amount in “Foreign Source Income” field The next screen is : Reporting Foreign Taxes Paid. “you have completed reporting all copies of form 1099-DIV to a country. Do you want to review your entries (here I have only entered 1 dividend value for Canada only … Trying both yes or the no … I do not find the way to enter dividends, nor taxes for the other 4 countries. Turbo tax assigns all/the total foreign taxes to the only country I was able to enter anything about.
3 hours ago
No hate mail, but we disagree on estate/gift tax and especially on 20% national sales tax.
3 hours ago
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
See more...
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
3 hours ago
Topics:
3 hours ago
It depends. The line 9b, Form 8960, is specifically for your State, Local and Foreign Income Tax. It would not be associated with your interest from Treasury Bills. Compare the numbers with your dedu...
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It depends. The line 9b, Form 8960, is specifically for your State, Local and Foreign Income Tax. It would not be associated with your interest from Treasury Bills. Compare the numbers with your deductions on Schedule A, if applicable.
Instructions Form 8960
Please update if you can provide additional details and need further assistance.
3 hours ago
Yes, as an Alabama resident, you can deduct real estate taxes paid out of state on your Alabama individual income tax return, provided you itemize your deductions on Alabama Schedule A. Alabama tax l...
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Yes, as an Alabama resident, you can deduct real estate taxes paid out of state on your Alabama individual income tax return, provided you itemize your deductions on Alabama Schedule A. Alabama tax law typically follows federal rules, allowing you to deduct state and local property taxes paid on real estate you own for personal or investment use, regardless of which state the property is located in.
From the AL Form 40 instructions: "Real Estate Taxes (line 5). Include taxes you paid on property you own in any state that was not used for business. If you pay real estate taxes as part of your mortgage payments, do not take a deduction for that amount. Deduct the taxes in the year the mortgage company actually paid them to the taxing authority."