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You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing... See more...
You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     https://www.irs.gov/refunds   Refunds for tax years 2021 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.  TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).       When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  
I received a check out of the blue from green dot bank for the amount of $290.23. I am not sure if it is a scam. My refund was supposed to be $610. Where did my $320.00 go? I need that money. 
What has changed for pension plan TurboTax input? Last year I had no problems entering the 1099-R for my wife's pension plan. She gets regular monthly distributions (cash). We withhold some for Fede... See more...
What has changed for pension plan TurboTax input? Last year I had no problems entering the 1099-R for my wife's pension plan. She gets regular monthly distributions (cash). We withhold some for Federal Taxes. (Boxes 1, 2a, and 4 on the form). Box 7 is normal distribution. IRA/SEP/SIMPLE box is not checked. This is a pension, so I checked this as a Qualified plan. This was not from a 403(b) plan. I don't remember being notified about an RMD (is that required for a pension plan?) so I entered zero. Turbotax does not give me the option to say we just got the distribution as cash. We did not do a rollover or a total cash distribution. Help. I don't know how to proceed.
There is no federal deduction for replacing the septic system for your own home.   Save the records for someday when you sell the house.   If this is a rental property, the answer may be different.
It's only giving me the standard deduction of $15,750 and not the total $25,000 deduction. I need to finish filing and am getting fairly frustrated with our systems.
The sale of land is recorded as the sale of an investment.  You may follow these steps:   Click on Federal down the left side of the screen. Click on Wages & Income down the left side of th... See more...
The sale of land is recorded as the sale of an investment.  You may follow these steps:   Click on Federal down the left side of the screen. Click on Wages & Income down the left side of the screen. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Let's find your account, select Enter a different way. At the screen How do you want to add your docs?, select Type it in myself. At the screen OK, let’s start with one investment type, click Other, land, second home, personal items, 1099-S).  Click Continue. At the screen Tell us more about this sale, enter the information. Under Review this XXX sale, enter sale information. Click Continue. At the screen Let us know if any of these situations apply to this sale, report as necessary.  Click Continue. @r-w-prytula 
Probably yes. NY nonresident income filing requirement is based on a more complicated scenario than just looking at your NY income. NY looks at total federal income to determine if you should file al... See more...
Probably yes. NY nonresident income filing requirement is based on a more complicated scenario than just looking at your NY income. NY looks at total federal income to determine if you should file along with net operating loss and other factors.   NY Filing requirement states: New York adjusted gross income (Federal amount column) is more than your New York State standard deduction. Chances are high that your total income is greater than the NY standard deduction ($3,100-$16,050) and you are required to file. NY requires filing if "You incurred a net operating loss (NOL) for New York State personal income tax purposes for the tax year, without incurring a similar NOL for federal income tax purposes. For more information, see New York State net operating loss." You also want to file to protect your potential net operating loss or suspended passive losses to carryforward.
Have you checked to see if the IRS has a transcript for your 2025 return?   Have you looked to see if there is anything in your IRS account for 2025?   https://www.irs.gov/individuals/get-transcr... See more...
Have you checked to see if the IRS has a transcript for your 2025 return?   Have you looked to see if there is anything in your IRS account for 2025?   https://www.irs.gov/individuals/get-transcript   https://www.irs.gov/payments/your-online-account     Going forward--next time you file by mail, use a mailing service with tracking so you will know the return was received.
what is allowable deduction for a septic system
Where do you see the message, when you e-file (i.e., a rejection code), or when you run the federal Review before you e-file?
Glad to know they can do that this year. They didn't last year so I didn't bother calling. Thanks for the info.
did Fed 8606 and 1040 work out ok?   this worksheet is for NJ, I'm not familiar with that   maybe @dmertz can advise further
There is a box you can mark on Form 4797 to remove the calculation of NIT.   You can mark it in Forms mode directly on Form 4797.          
You have $10K distribution from your 529 plan (1099-Q).  The $9000 R&B goes to that.  It doesn't matter that the scholarship paid R&B.  At tax time, you're free to allocate expenses for the best bene... See more...
You have $10K distribution from your 529 plan (1099-Q).  The $9000 R&B goes to that.  It doesn't matter that the scholarship paid R&B.  At tax time, you're free to allocate expenses for the best benefit*. Allocate $1k of the tuition to the 1099-Q.  The 1099-Q is then fully covered. None of it is taxable and it does not even need to be entered.    Allocate $4K of the tuition for the AOTC.   That leaves 11K - 1K - 4K = $6K tuition to allocate to the scholarship.  $20K - 6K = $14K taxable scholarship to the student.  If that is his only income, he will pay no federal income tax (it's less than his $15,750 maximum standard deduction and filing requirement).**   You don't need it, but if you have books and computer costs, you can also allocate those to the scholarship.      "Cost of attendance" (COA)  is not meaningful unless you spent more on R&B than the COA allowance for R&B.   The simpler entry methods: on your return enter $4000 in box 1 of the 1098-T and  leave box 5 blank (your way was just as good).  Don't enter the 1099-Q,*** at all. On the student's return, enter 0 in box 1 and $14,000 in box 5 (or $6000 in box 1 and $20K in box 5).   Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114   *Scholarship not used for tuition, fees, books and computer (QEE) is taxable, regardless of whether allocated to R&B or a trip to Disneyland.    **Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions. Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income.   ***The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 
See this for how to enter self-employment income - https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/01/26653?search-action-id=617154944728&search-resul... See more...
See this for how to enter self-employment income - https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/01/26653?search-action-id=617154944728&search-result-uid=26653
Generally, the repayment period for these first time buyer credits ended in 2024.  TurboTax 2025 does not support Form 5405 for general repayment, as the 15-year repayment period for the 2008 credit ... See more...
Generally, the repayment period for these first time buyer credits ended in 2024.  TurboTax 2025 does not support Form 5405 for general repayment, as the 15-year repayment period for the 2008 credit ended with the 2024 tax year. If a 2025 filing is required due to a 2008 home sale or change in use, Form 5405 must be filed manually via Internal Revenue Service paper return.   You can use the IRS online account tool to view your repayment history or contact the IRS directly to find your remaining balance.  IRS First-Time Homebuyer Credit Account Look-up tool. You can also log in to your IRS Online Account to view your balance, or contact the IRS at 800-919-0352.   If you have missed payments, the IRS generally adds them to your tax due in the current year. If you sold the home for a loss or less than the credit amount, you may be able to limit the repayment amount.   See Also:   How do I add or remove Form 5405 for the first-time homebuyer credit? Please return to Community if you have any additional information or questions and we would be happy to help.