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a week ago
I'm not able to upload the tax return
a week ago
@Biohacker1945 Clients? Then you can't use Turbo Tax at all. You would have to buy a professional program like Intuit Lacerte or ProSeries to prepare returns for clients. And to prepare mor...
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@Biohacker1945 Clients? Then you can't use Turbo Tax at all. You would have to buy a professional program like Intuit Lacerte or ProSeries to prepare returns for clients. And to prepare more than five e-files, you will need to sign up with the IRS as an ERO - an Electronic Returns Originator.
a week ago
I will not use Windows 11 and I'll move to Linux before I do. I will search for an alternative to preparing taxes for my clients.
a week ago
There are 2 different loans you can get. There is a Flex Loan you can get before you file your 2025 return or the Refund Advance when you file your 2025 tax return. Apply for a Flex Loan https:...
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There are 2 different loans you can get. There is a Flex Loan you can get before you file your 2025 return or the Refund Advance when you file your 2025 tax return. Apply for a Flex Loan https://turbotax.intuit.com/personal-loan What is the Turbo Tax Flex Advance? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8
a week ago
Online System Requirements https://ttlc.intuit.com/community/system-requirements/help/turbotax-online-system-requirements/00/25787 If it works to start then there won't be anything later that ...
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Online System Requirements https://ttlc.intuit.com/community/system-requirements/help/turbotax-online-system-requirements/00/25787 If it works to start then there won't be anything later that won't work. It's all or nothing. And the Online version is free to start. You don't need to pay until you are ready to file.
a week ago
I'm hoping that online products are mostly OS agnostic as long as you've got the right browser type and version, but I'd like confirmation from the developers before I get two thirds of the way throu...
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I'm hoping that online products are mostly OS agnostic as long as you've got the right browser type and version, but I'd like confirmation from the developers before I get two thirds of the way through my filing and encounter some critical control that doesn't work.
a week ago
Similar ro emerald advance
Topics:
a week ago
Windows 10 Consumer Extended Security Updates (ESU) https://www.microsoft.com/en-US/windows/extended-security-updates
a week ago
Yes, thanks, @VolvoGirl I edited my post.
a week ago
1 Cheer
@dhayman wrote: Did the product people think through this one? Of course - no question about it.
a week ago
I only see a draft "C" on the IRS site. That should get you close enough for drafts of Government work. TT will not update until the IRS does.
a week ago
If TT will not support Windows 10 ESU (which will be available minimally until October, 2026), then I'm going to find a new tax software vendor. To force users to upgrade to Windows 11 (an inferior ...
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If TT will not support Windows 10 ESU (which will be available minimally until October, 2026), then I'm going to find a new tax software vendor. To force users to upgrade to Windows 11 (an inferior OS platform by many tech measures), is utterly ridiculous. Did the product people think through this one?
a week ago
Hello, In 2024, I contributed the max to my Roth IRA, and later realized my income would have exceeded the limit. I then withdrew from the Roth, contributed to a Traditional, and did a conversion...
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Hello, In 2024, I contributed the max to my Roth IRA, and later realized my income would have exceeded the limit. I then withdrew from the Roth, contributed to a Traditional, and did a conversion to Roth. In hindsight I should have done a re-characterization, but my sequence of actions resulted in what looked like an excess contribution on paper even though the net amount that entered my IRA was within the limits. I ended up paying some penalty when filing for tax year 2024 just so I can file on time. My question is, what is the best way to proceed now? My goal is to clear up any existing issues and get to a place where I can just do a backdoor roth conversion every year. I'd prefer to just have a professional handle everything, would that be the TurboTax Live Full Service? Do I need to wait until the new tax season begins? I have not contributed anything in 2025 yet to any IRA and I want to make sure that I still max out my 2025 contributions.
a week ago
Turbotax automatically applies the correct standard deduction based on your age calculated from your birthdate. You don't have to select anything extra yourself.
a week ago
The amount of your standard deduction goes by your age at the end of the tax year.
2024 STANDARD DEDUCTION AMOUNTS
SINGLE $14,600 (65 or older/legally blind + $1950)
MARRIED FILING SEPAR...
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The amount of your standard deduction goes by your age at the end of the tax year.
2024 STANDARD DEDUCTION AMOUNTS
SINGLE $14,600 (65 or older/legally blind + $1950)
MARRIED FILING SEPARATELY $14,600 (65 or older/legally blind + $1550)
MARRIED FILING JOINTLY $29,200 (65 or older/legally blind + $1550)
HEAD OF HOUSEHOLD $21,900 (65 or older/legally blind + $1950)
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out above certain incomes.
a week ago
1 Cheer
@M-MTax That link doesn't work for me. Is it this one? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8
a week ago
1 Cheer
You misunderstood. When you prepared your 2024 tax return, the software uses your age at the end of 2024. Turning 65 in 2025 does not give you that extra amount on a 2024 tax return. If you turn...
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You misunderstood. When you prepared your 2024 tax return, the software uses your age at the end of 2024. Turning 65 in 2025 does not give you that extra amount on a 2024 tax return. If you turned 65 in 2025, you will have an extra amount for your standard deduction when you prepare your 2025 return--that you file in 2026.
a week ago
@BettyRobichaud2019 Not sure what you mean by "I have a tax return to be issued for year ending 2021"
Do you mean that you filed a 2021 tax return? How long ago did you file it? Did you e-f...
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@BettyRobichaud2019 Not sure what you mean by "I have a tax return to be issued for year ending 2021"
Do you mean that you filed a 2021 tax return? How long ago did you file it? Did you e-file it in 2022, or did you mail it in at some later time? When?
A tax return is the Form 1040 you send to the IRS. A tax refund is the money you get back if you paid too much tax.
Are you asking about a tax return or are you asking about a refund? Please explain.
a week ago
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
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Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
a week ago
Are you trying to apply for the Flex loan? Scroll down and check through the Frequently asked questions section https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex...
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Are you trying to apply for the Flex loan? Scroll down and check through the Frequently asked questions section https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8