All Posts

I have a similar situation. However, because my amended filing was rejected due to the incorrect pin, TurboTax is now telling me I need to amend the return using the desktop application. Where in the desktop app is the IP Pin section? I went through the amendment via desktop app and can't find this section.

A "Pending" status means your tax return has been successfully e-filed, but the IRS is still processing. You must wait until the IRS accepts or rejects it, which usually takes 24–48 hours.    If your return is rejected, you can make the necessary changes and submit it again.   Most refunds are sent within 21 days if you filed electronically. 4–6 weeks if you filed by paper. This assumes that there's no delay and nothing is holding your refund.    If it remains in "Pending" for more than 21 days, you may want to check your refund directly on the IRS website: Where's my Refund  

What happens when you try to sign onto your account using this procedure?   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/

Here are some steps to look for to ensure you are receiving the QBI deduction in your Idaho return.   1. The "Rental Election" Check Idaho follows federal rules for QBI, but the software needs to confirm that your Idaho rentals meet the IRS Safe Harbor requirements (or qualify as a Section 162 trade or business).   Go back to the Federal "Wages & Income" section. Review each of your 6 Idaho rental properties. Ensure the box is checked stating that this property is a "Qualified Business Income" entity. If this isn't checked in the Federal section, it won't flow to Idaho. 2. Check the "Business Activity" Links In the Idaho state interview, there is usually a screen that asks you to "Identify the source of your QBI."   If the $6,082 from your Federal Form 8995-A is showing as $0 in Idaho, check if the software has categorized your rental income as "Passive" without a business designation. Idaho Form 43, Line 28 (where QBI usually sits) specifically looks at the Idaho-source portion of that deduction. 3. The "Forms Mode" Workaround (Desktop Version) Since you are using the Desktop version,    Open Form 8995 or 8995-A in the Federal Forms list. Ensure it is fully populated.  Open the "Idaho Information Worksheet." Look for a section labeled "Qualified Business Income" or "QBI Component." Sometimes, you have to enter the Idaho-source income manually on a supporting worksheet before it will populate the actual Form 43. If it is still stuck, right-click the $0 field and select "Override" (though use this as a last resort, as it can prevent e-filing in some states).    

The only credit for a new car purchase is the clean vehicle credit for the federal return.    Depending on the vehicle, you may be able to deduct the interest on the loan, but not the actual loan.    You can enter your car loan interest by selecting the following: Deductions and credits Cars and Other things you own Start next to Car Loan Interest You will need to enter the VIN and information from the lender In order to claim this interest the following criteria must be met: The car was purchased not leased Final assembly occurred in the US It is NOT a business use, but was purchased for personal use It has a GVWR of less than 14,000lbs (car, truck, SUV, mini van or motorcycle) Loan was originated in 2025 and must be secured by a lien on the vehicle or the title Your income must be less than $100,000 if single or $200,000 if married filing jointly to receive the full deduction.   If your income is over $150,000 if single or $250,000 if Married filing jointly, you are not eligible Note:  The interest deduction is capped at $10,000.  This is an above the line deduction, not a credit meaning it will lower your AGI and taxable income.  It will not be an amount that is refunded to you, but it could result in a refund by lowering your taxable income.    

Everyone's tax situation is different and the complexity of your tax situation, meaning the forms needed to file your return, determines if you qualify for the TurboTax Free Edition.   The TurboTax Free Edition is strictly limited to simple Form 1040 returns. If your return requires additional schedules to report specific types of income or to claim certain credits, the system will prompt you to upgrade to TurboTax Deluxe or higher.   Here are the most common reasons you would be required to upgrade to a paid version: Unemployment Income: If you received a 1099-G for unemployment benefits, this is no longer covered under the Free Edition for the 2025 tax year. Itemized Deductions: If you are claiming deductions for mortgage interest, property taxes, or large charitable contributions on Schedule A instead of taking the standard deduction. Investment Income: Reporting stock sales, cryptocurrency transactions, or rental property income. Self-Employment/Gig Work: If you have 1099-NEC or 1099-K income and need to deduct business expenses on Schedule C. Education Credits: Claiming the American Opportunity Tax Credit or Lifetime Learning Credit (Form 8863). To see if you have forms that are not included in the free edition: Sign in to your TurboTax Online account. Select Tax Tools from the left menu and then click Tools. Click on View Tax Summary. Look for Schedules 1, 2, or 3. If any of these are present (other than for the Student Loan Interest deduction or the EITC/Child Tax Credit), an upgrade is required. If you want to start over to remove an accidental entry:  Select Tax Tools Clear and Start Over This will erase all data entered so far  

1099-DIV box 12 is for reporting tax exempt bond interest.  The full amount is not taxed on a Federal return.  State returns will typically only tax the tax-exempt interest that is earned in states other than your resident state.  If none of this interest was earned in your state, take the following steps:   Go back to the 1099-DIV reporting the interest and click Edit or Revisit Click Continue until you get to the Tell us more about your exempt-interest dividends screen Check the circle for I earned exempt-interest dividends in more than one state In the first box, select your residence state, then enter a 0 for the Exempt-interest dividend amount In the 2nd box, select Multiple States, then enter the total amount of Exempt-interest dividend amount that is in box 12 of the 1099-DIV This screen is only used to exempt any interest form tax in your state of residence according to the laws of your state.  If you can't verify that any of this interest was from bond activity in your home state, it will be fully taxable on your state return.

Take a look at the following TurboTax help article to see the steps to take to show that you are being claimed as a dependent on another return:   How do I indicate that I can be claimed as a dependent on someone else’s return?  

Maybe.  To qualify for the Parsonage/Housing Allowance and self-employment tax (SECA) status, the IRS has a strict "facts and circumstances" test.  Merely being a music director is usually not enough; you generally must be licensed, commissioned, or ordained.   If you are asking for tax reasons, ask your church leadership: "Does our denomination officially 'commission' or 'license' music directors as clergy?" "Do my duties include leading the spiritual direction of the service?" If the answer to both is "Yes," you should look into IRS Publication 517 (Social Security and Other Information for Members of the Clergy and Religious Workers).   If the answer is "No," you are likely a lay employee and should be taxed like any other professional.

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

The information presented on the summary page doesn't always match the entries made under the related topic. Mortgage interest split between a rental and Schedule A is one example. As long as your entries are correct the first time you review the topic, you can ignore the zero on the summary page.   You can check Schedule E by printing/previewing the PDF of your return. Find this under Tax Tools >> Print Center. If you've already filed, see this link: How do I get a PDF of my return?