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3 hours ago
If you have desktop version there is a link somewhere on this community forum to manually do this by downloading an exe executable
3 hours ago
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
3 hours ago
Nothing has changed in my filing for years.
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3 hours ago
I need tax forms for 2024 for Anthony L. Fuqua
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3 hours ago
Convert IRA to ROTH (cIRA2ROTH) is the following true: cIRA2ROTH in late Dec 2025 results in taxes on full year’s tax bracket being due on 15-Jan-26. - With safe harbor rules protecting any miscalc...
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Convert IRA to ROTH (cIRA2ROTH) is the following true: cIRA2ROTH in late Dec 2025 results in taxes on full year’s tax bracket being due on 15-Jan-26. - With safe harbor rules protecting any miscalculations resulting in taxes due 15 Apr 2026. What is the Form number to report I filed my taxes Quarterly (25% Qtr.1, 50% Qtr.2, 75% Qtr.3, 100% Qtr.3 + cIRA2ROTH in Dec2025) to avoid penalties and how to initiate it in TurboTax desktop Premier. Next, cIRA2ROTH in mid-January, is amount due calculated at what my final 2026 tax bracket will be in 2026 or less (like IRS calculates winning the Lottery)? When is it due, I have seen too many stories: (immediately by end of January, 1st Qtr, 15-Apr26, even use 1040-ES, spreading over 4 Qtrs. with having no penalties). Hard to believe the last one since I read someone convert in November paid tax in late December and was penalized the next 15-Apr, pretty heavily like $2k per $100k-150K.
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3 hours ago
wont let me file. saying state tax withheld is greater than gross distributions. which is not
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3 hours ago
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3 hours ago
Yes. You should start to prepare your taxes.
To make inputting the forms easier, be sure to gather all of the Forms you received, including your SSA-1099, 1099-NEC and any other financial forms...
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Yes. You should start to prepare your taxes.
To make inputting the forms easier, be sure to gather all of the Forms you received, including your SSA-1099, 1099-NEC and any other financial forms, such as 1099-Int.
Once you have all of your documents ready, go in to TurboTax and begin entering the information from the forms in Wages & Income.
After you have entered all of the documents, TurboTax will check for errors to ensure your return is ready to be filed.
You will then be able to file your federal and state (if applicable) returns electronically.
3 hours ago
As noted in the TurboTax Frequently Asked Question: What's box 14 on my W-2 for? What's box 14 on my W-2 for?
Employers can put just about anything in box 14—it's a catch-all for items tha...
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As noted in the TurboTax Frequently Asked Question: What's box 14 on my W-2 for? What's box 14 on my W-2 for?
Employers can put just about anything in box 14—it's a catch-all for items that don't have their own dedicated box on the W-2. In TurboTax, enter the description from your W-2's box 14 on the first field in the row. Enter the dollar amount and select the correct tax category that goes with that description.
If none of the categories apply, scroll to the bottom of the list and select Other (not classified). Don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.
If box 14 is blank, just skip over it. Don't enter a 0 for any blank boxes.
If this doesn't answer your question, provide us with some additional information and details so we can help you.
3 hours ago
The childcare credit (if you paid someone to take care of your child so you could work) is non-refundable. It can only reduce your tax owed down to zero. It is not added to your refund.
O...
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The childcare credit (if you paid someone to take care of your child so you could work) is non-refundable. It can only reduce your tax owed down to zero. It is not added to your refund.
Or....are you really trying to ask about the child tax credit?
Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number. Careful— do not say that your child’s SSN is not valid for employment. If your child was born in 2025 make sure you said he lived with you the whole year. There is an oddly worded question that asks if the child paid over half their own support. Say NO to that question.
If your dependent was a full-time college student, make sure you were careful on the MY INFO screen for “Uncommon situations” and that you indicated there that they were a student.
Have you entered income from working in 2025? If not, you will not receive an income tax refund based on having dependent children.
The maximum amount of the child tax credit is now $2200 per child; the refundable “additional child tax credit” amount is $1700. In order to get that credit, you have to have income from working.
Take the amount you earned from working. Subtract $2500. Multiply the rest by 15%. That is the additional child tax credit per child that you canget—- up to the maximum of $1700 per child. If the amount you earned from working was low, you will not get the full $1700 per child.
If your child is older than 16 at the end of 2025, you do not get the CTC. But you may still get the non-refundable $500 credit for other dependents instead.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/additional-child-tax-credit/L6xFeMFEf_US_en_US?uid=lqnuygah
https://www.irs.gov/help/ita/does-my-childdependent-qualify-for-the-child-tax-credit-or-the-credit-for-other-dependents
And for the Earned Income Credit—-
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP32_US_en_US?uid=m62rmz09
https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/use-the-eitc-assistant
https://www.irs.gov/pub/irs-pdf/p596.pdf
Look at your 2025 Form 1040 to see the child-related credits you received
PREVIEW 1040
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
Child Tax Credit line 19
Credit for Other Dependents line 19
Earned Income Credit line 27
Additional Child Tax Credit line 28
3 hours ago
Use Schedule C to calculate whether your business had a taxable profit or a deductible loss.
There are three steps:
Establish the self-employment activity,
Report gross income rec...
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Use Schedule C to calculate whether your business had a taxable profit or a deductible loss.
There are three steps:
Establish the self-employment activity,
Report gross income received, and
Report ordinary and necessary business expenses.
To report expenses under Self-employment income, follow these directions.
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click on the drop down arrow to the right of Self-employment.
Click to the right of Self-employment income and expenses.
Establish the self-employment activity and report the income and expense.
Within the self-employment activity, add the income to be reported by following these steps:
At the screen Here's your info, select Add income for this work.
Report the self-employment income.
Within the self-employment activity, add business expenses by following these steps:
At the screen Here's your info, select Add expenses for this work.
Report the self-employment expenses.
See also this TurboTax Help.
4 hours ago
@tdsmithtn If only one of you is age 65 or older then the standard deduction is $33,100
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $1...
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@tdsmithtn If only one of you is age 65 or older then the standard deduction is $33,100
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
The additional standard deduction of $6,000 would be entered on your federal tax return, Form 1040 Line 13b.
What TurboTax program are you using? The TurboTax online web-based editions? Or the TurboTax desktop editions installed on your personal computer?
4 hours ago
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4 hours ago
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
4 hours ago
2 Cheers
I spoke with CPA support, and he was able to get the form to generate with the over 500 option. I saw a Feb 6 date as well somewhere else, but it amazes me TT doesn't inform their support folks. Ug...
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I spoke with CPA support, and he was able to get the form to generate with the over 500 option. I saw a Feb 6 date as well somewhere else, but it amazes me TT doesn't inform their support folks. Ugh. Hopefully soon. Thanks for the additional info. EO
4 hours ago
NEVER MIND. All of the changes are included in the CA Adjustments form, and a revised Schedule A is included with the amended return for California. I should have looked a little closer before posti...
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NEVER MIND. All of the changes are included in the CA Adjustments form, and a revised Schedule A is included with the amended return for California. I should have looked a little closer before posting my question!
4 hours ago
If you are unable to complete the filing process due to a message stating "We have hit a snag", please continue to check back as many sections are currently being updated.
Some of TurboTax fo...
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If you are unable to complete the filing process due to a message stating "We have hit a snag", please continue to check back as many sections are currently being updated.
Some of TurboTax forms and features may not be ready because they are awaiting finalization from the IRS or certain state Departments of Revenue. Some of the new tax laws require existing software to be revised or new tax forms to be finalized.
Some of our customers are experiencing issues when trying to file and pay with their refund. We are investigating this issue. However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.
There were many significant new tax laws passed this year.
TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.
Try some of the steps below:
Go out of your program, close your browser and go back in.
Clear your cache and cookies.
Try a different Web Browser.
For further instructions on how to clear cache and delete cookies, please see the links below:
Click here for How to clear your cache.
Click here for How do I delete cookies?
If TurboTax is not letting you continue on to e-file, here are a few additional things you can try:
Log out of your TurboTax program, close the browser completely and then log back in.
Temporarily turn off your firewall or anti-virus software that may block the transmission.
If you are logged in multiple times on different computers, make sure you are only logged in in one place.
Try using a different browser.
Make sure you have a stable internet connection.
Restart your computer in case there are lingering software conflicts.
Try using an incognito or private window to sign in to bypass any cached issues.
Make sure you have run all updates if you are using a desktop version of TurboTax. To do this, you can click on "Online" in the black bar across your TurboTax screen and select "Check for Updates".
Also, you may have a temporary server issue, so try back at a later time to see if you can move forward.
Please return to Community if you have any additional information or questions and we would be happy to help.
4 hours ago
Last year, after weeks of brain damage, I discovered that the problem was that my broker (Northwestern Mutual) hadn't loaded the information properly until pretty late in the tax season.