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echo7chuck

We are seniors but only husband is disabled - wife is the one receiving CalPERS retirement benefits.

BillM223

The check will be sent by the IRS to whatever address is on your 1040.

bobdrad

I am retired (age 70). I have no wage income in 2025, but my spouse had over $16000 and we are filing jointly. However, my spouse's income came from the state for care-giving of our special-needs...

I am retired (age 70). I have no wage income in 2025, but my spouse had over $16000 and we are filing jointly. However, my spouse's income came from the state for care-giving of our special-needs child. As such, it is largely not federally taxable. On her W-2, it only shows about $1000 in Box 1 (Wages). It shows the full amount of over $16000 in box 12. Box 12a shows "II" ("Medicaid waiver payments excluded from gross income under Notice 2014-7") As best I can tell, it appears that the full amount of her non-taxable Medicaid waiver payments are eligible for maximum deductible IRA contributions (for both my spouse and myself). Is that accurate?

bjpedersen

deb45

We took advantage of the provision that allows the first RMD to be taken by the year following my 73rd birthday. Yes, now we must claim both amounts in the same year. First RMD taken in April 2025 ...

We took advantage of the provision that allows the first RMD to be taken by the year following my 73rd birthday. Yes, now we must claim both amounts in the same year. First RMD taken in April 2025 and the second taken in December 2025. I am confused about the "Required RMD" amount and the "Amount distributed in 2025" amount. Is the "Required RMD" the amount required to be taken for only 2025, and the "Amount distributed in 2025" the combination of the April (from 2024) and December 2025 distributions?

BillM223

The numbers on the W-2 often vary slightly from the pay stubs (is IDP actually ADP?). This is because payroll often spans over the first day or the last day of the year, that is, the W-2 amount refer...

The numbers on the W-2 often vary slightly from the pay stubs (is IDP actually ADP?). This is because payroll often spans over the first day or the last day of the year, that is, the W-2 amount refers to pay made only on calendar days of the year, whereas payroll counts pay every two weeks or four weeks or whatever.

buzvincent

Same here. I can't get anyone to help me install my recently purchased TurboTax Premier version on my MacOS. Please help.

SteamTrain

@kwokandrew111k Yeah...they can differ...which is why we tell people not to use their pay stubs. Particularly box 1 on a W-2 can be lower than expected...due to certain pre-tax contributions...

@kwokandrew111k Yeah...they can differ...which is why we tell people not to use their pay stubs. Particularly box 1 on a W-2 can be lower than expected...due to certain pre-tax contributions you might have made to things like a 401k, or some HealthCare contributions to HSA accounts.

yuemuli

How to add the service MAX Benefits including Full Audit Representation

joenfranceschavez

I am a US citizen, and my question remains the same. I would like to know what percentage of taxes do I have to pay when using my 401K distribution?

AmyC

The IRS requires you make adequate payments each quarter for the tax you paid. If you have a job, your w4 needs to be changed to withhold more. If you are self-employed, you should be making quarterl...

The IRS requires you make adequate payments each quarter for the tax you paid. If you have a job, your w4 needs to be changed to withhold more. If you are self-employed, you should be making quarterly payments. If you are retired, change pension or Social Security withholding. Here are the rules and steps to Avoid a Penalty.

rickscarpet2

how do I unlink a form 1095A from a business ?

BillM223

You can try to get a transcript of the W-2 from the IRS online. Go to this IRS webpage Get Transcript. You want to get the Wage and Income Transcript. This is a listing of the lines and numbers...

You can try to get a transcript of the W-2 from the IRS online. Go to this IRS webpage Get Transcript. You want to get the Wage and Income Transcript. This is a listing of the lines and numbers on many of the forms that the IRS receives (the W-2 should have been copied to the IRS at the same time it should have been mailed to your spouse). Be prepared to prove who (your spouse) are, by answering questions from your spouse's credit report. With luck, you will be able to get the transcript online.

annendave

I am being charged $119.00 even though it was paid for through Amazon.

SteamTrain

@argier After entering all your income, and you move on to the Deductions&Credits page. There is a section on the Deductions&Credits page of Estimated Taxes and you enter them there...both ...

@argier After entering all your income, and you move on to the Deductions&Credits page. There is a section on the Deductions&Credits page of Estimated Taxes and you enter them there...both Fed and State, if applicable.

stickyyrickyy123

How do I file year 24?

SammyS

When I try to open 2024 Deluxe (desktop) it asks for an activation code even though I've already entered my password and verified the account. When I enter the code, it tells me that that code belong...

When I try to open 2024 Deluxe (desktop) it asks for an activation code even though I've already entered my password and verified the account. When I enter the code, it tells me that that code belongs to another account.

alanpasetsky

johngmontoya

I am not sure how i underpaid my taxes

AmyC

Follow these steps: Open to federal deductions and credits Scroll down to Estimates and Other Taxes Paid Select Estimates Select State estimated taxes for 2025

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Can we receive? Idaho deduction under qualified retirement benefits: we are married filing jointly - wife has Cal PERS retirement and husband is 60% military disabled.

Re: My bank account has been closed and I am in Türkiye. Which address will my check be sent to? ...

Can non-taxible Medicaid waiver income be used for deductible Traditional IRA contributions?

K-1 Schedule received with no 199a form. what do I do?

RMD at age 73

Re: Are wages and gross pay different?

Re: Just purchased Turbo Tax 2025 for MAC system. It does not open on my MAC OS. Can't get anyone on phone.

Re: Are wages and gross pay different?

How to add the service for Full Audit Representation

What is the percentage of tax I have to pay when using my 401 distributions?

Re: says I have a underpayment of estimated taxes?

policy allocation for form 1095A linked to a business , business related premiums smart worksheet below , are not supported . I have a state marketplace shared any fixes

Re: My spouse's W2 is missing - how do I add it?

Item was purchased from Amazon. Where do I find the service code?

Re: Where do I include estimated tax payments?

I need to file year 24 it wasn't done rite never got response ?

Opening 2024

There is a NY error concerning spouse DOB and SS number and that I must fix those on the federal information worksheet.The information on the worksheet is correct.

says I have a underpayment of estimated taxes?

Re: Where do I include estimated tax payments?

Do you have a TurboTax Online account?

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