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6 hours ago
Thank you for a very detailed -- yet understandable reply. Being considered a "small farm" -- which we are, we did not have income in 2023 and 2024 -- thus I created my own problem getting into Sche...
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Thank you for a very detailed -- yet understandable reply. Being considered a "small farm" -- which we are, we did not have income in 2023 and 2024 -- thus I created my own problem getting into Schedule J. I sincerely appreciate your 'laymen language' description and I think could have solved the issue days ago. But TT and the IRS language (from our point of view) just complicated the issue of total income and farm income. As I stated to a couple of other answers, we ended up deleting the Schedule J as we had "minus" income. (still not sure how I got into Schedule J in the first place as it was now in my 2023 or 2024 tax returns.) :>))
6 hours ago
Topics:
6 hours ago
This reject code solution is:
Taxpayer's (or spouse's) Identifying Information is missing. In order to electronically file your return, Prior Year Identifying Information must be entered for th...
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This reject code solution is:
Taxpayer's (or spouse's) Identifying Information is missing. In order to electronically file your return, Prior Year Identifying Information must be entered for the taxpayer (and for the spouse if applicable). Open your tax file and go to File. Proceed to the screen, "Review Your Federal Filing Choices". Review your Identifying Information (AGI). If you filed a prior year return, you must enter the Prior Year AGI for the Taxpayer (and Spouse if applicable). Do not use the tabs at the top of the screen to exit this interview. Once you have made the necessary corrections, you may resubmit this return for electronic filing. If the reject continues, you may need to print and file this return by mail.
6 hours ago
@Bhcrsi What is your question?
6 hours ago
1 Cheer
The simple solution is just choose "More than one state"*
You get the break down by state from your mutual fund company. If they did not provide a breakdown, you check the box “I earned tax exe...
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The simple solution is just choose "More than one state"*
You get the break down by state from your mutual fund company. If they did not provide a breakdown, you check the box “I earned tax exempt dividends in more than one state” ("Multiple States" in the online program) on the first screen after entering the 1099-INT or 1099-DIV. Then select "More than one state" at the bottom of the state scroll down list.
If your mutual fund company provided you a breakdown**, you are only interested in your home state***. Multiply the % for your state by your total tax exempt dividends to get a $ amount (you can't enter the % in TurboTax [TT]). When asked which state, check the box "I earned tax exempt dividends in more than one state". In the drop down menu, select your state and enter the $ amount you calculated. In the 2nd box, select "More than one state*" (at the bottom of the scroll down list) and enter the remaining dollar amount.
*If you don't want to mess with it, it is perfectly acceptable to assign the entire $$ amount to the single designation of "more than one state” / “Multiple States"
**Most mutual funds will provide a breakdown. But you usually have to ask for it, or find it on their web site.
***Your state will tax all the dividends except the dividends from municipal bonds from your state and US Territories.
6 hours ago
is their any help out their for this question?
6 hours ago
This is an image of the screen that you will see in TurboTax.
6 hours ago
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.
Here are a few FAQs to help you track your refund: When will I ge...
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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.
Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"?
Why do some refunds take longer than others?
What if my IRS refund is taking longer than 21 days?
6 hours ago
We are sorry to hear that you are having issues with activating your product. Please contact our customer service for assistance at 1-888-829-8608.
6 hours ago
This is a screenshot of the question as it appears in TurboTax.
6 hours ago
You can review your fees by following the instructions below.
After signing in to TurboTax, open or continue your return.
Select Tax Tools on the left side of the screen and then Tools. ...
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You can review your fees by following the instructions below.
After signing in to TurboTax, open or continue your return.
Select Tax Tools on the left side of the screen and then Tools.
A Tools Center box will pop up on your screen.
Select the My Fees box on the right.
Does it show paid here?
6 hours ago
Dividends from my Fidelity account are 50% exempt from the Pennsylvania tax revenue. When I make this adjustment on my federal form it DOES NOT appear on my PA tax return. I tried serval times now n...
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Dividends from my Fidelity account are 50% exempt from the Pennsylvania tax revenue. When I make this adjustment on my federal form it DOES NOT appear on my PA tax return. I tried serval times now no luck is there anyway of making the adjustment directly on the State Forms?
6 hours ago
Understood. What about the sales price for the asset and land if the sales price is more than the purchase price? Should I use the same % to allocate between house and land, or keep the land the same...
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Understood. What about the sales price for the asset and land if the sales price is more than the purchase price? Should I use the same % to allocate between house and land, or keep the land the same as the cost basis and add all the price appreciation to the house?
6 hours ago
Yes, you are correct, the account you are seeing is because of the 5 days early.
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your...
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Yes, you are correct, the account you are seeing is because of the 5 days early.
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.
The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.
For more information click on the link below
5 Days Early Option
If you don't get your deposit 5 days early, there is a few reasons why that might happen.
Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset?
Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund.
The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations.
If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable.
6 hours ago
I agree with @fanfare . There may be no warning about excess contribution but forms 5329 are created. Here is a simple example with TurboTax 2025 Desktop on Windows where it does not warn about t...
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I agree with @fanfare . There may be no warning about excess contribution but forms 5329 are created. Here is a simple example with TurboTax 2025 Desktop on Windows where it does not warn about the excess contributions and creates the Form(s) 5329: - Start a new return with tax payer and spouse. - Add a dummy W-2 for the tax payer with a Box 1 of $5000. - Add Roth contribution of $3000 for tax payer and $3,000 for spouse. No warning about excess contribution but Form 5329 is generated for the spouse. The only way to get the warning about excess contribution is if a contribution by tax payer and/or spouse is $8,001 or above. This does not fulfill TurboTax's Maximum Refund Guarantee.
6 hours ago
Follow these steps:
Go to the Federal Deductions & Credits.
Scroll to the very bottom
Click Done with Deductions (even if you haven't entered everything yet).
TurboTax will run a calcul...
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Follow these steps:
Go to the Federal Deductions & Credits.
Scroll to the very bottom
Click Done with Deductions (even if you haven't entered everything yet).
TurboTax will run a calculation and show a screen saying: "The Standard Deduction is right for you"
Look closely at the bottom of that screen for a link or button that says "Change my deduction"
Select Itemized deductions on the following screen and click Continue.
6 hours ago
(In the state drop-down at the end of the list I think is the option for “more than one state”)
6 hours ago
You can check the box when you do the Federal Review. You will get a screen that says "Let's take a second look at your info".
6 hours ago
Please help by answering question below