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9 hours ago
Apparently the online platform has a programming issue for inputing foreign tax. Basically it is not providing a entryway for that data.
9 hours ago
THANK you! Cheers, JJ
9 hours ago
1 Cheer
@juham2013 Sorry, no you cannot e-file the extension request using the desktop editions. If you want to e-file the extension your must go to the TurboTax online account.
See this for e-filing an e...
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@juham2013 Sorry, no you cannot e-file the extension request using the desktop editions. If you want to e-file the extension your must go to the TurboTax online account.
See this for e-filing an extension request using TurboTax - https://ttlc.intuit.com/community/extensions/help/can-irs-extensions-be-e-filed/01/25884?search-action-id=618691191333&search-result-uid=25884
9 hours ago
@Freeman8519 Box 14 TRS is contributions to the Teacher Retirement System. It is informational only. Has no impact on your returns.
9 hours ago
I agree. I've been using turbotax for more than 20 years but with the elimination of It's Deductible. this will be my last year. I'm so disappointed Intuit (and I won your stock)!
9 hours ago
Hi need to know how to apply my 1099R in tax preparation please help they keep asking for IRA AND certain number and letter boxes I'm confused
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9 hours ago
Needs Review button not working?
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9 hours ago
All of those are correct since you became an Alabama resident during that period.
9 hours ago
Online TurboTax can only be used for a 2025 return; you cannot use online for a 2024 return. Each tax year must be prepared and filed separately, using the software and forms for the specific tax y...
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Online TurboTax can only be used for a 2025 return; you cannot use online for a 2024 return. Each tax year must be prepared and filed separately, using the software and forms for the specific tax year.
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.
9 hours ago
How does Turbo Tax adjust for wash sale losses when doing PA state tax?
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9 hours ago
When you upgrade from the Free edition to the Deluxe edition you do not pay for the TurboTax account until you have completed your tax return and are ready to either e-file the tax return or going to...
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When you upgrade from the Free edition to the Deluxe edition you do not pay for the TurboTax account until you have completed your tax return and are ready to either e-file the tax return or going to print and mail the tax return. Payment of the TurboTax account fees is done in the File section of the program in Step 1.
9 hours ago
So, I can file for the extension electronically BUT must mail the form? Is there a Desktop version of TT that makes it unnecessary to MAIL the form?
9 hours ago
Thanks for the thinking about it, but I'm on the standalone app, not in browser
9 hours ago
TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Ch...
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TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Remove Premium Services
Remove MAX Defend & Restore
Remove a state
Remove PLUS Help & Support
Remove Pay With Your Refund
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
9 hours ago
1 Cheer
Click on Federal Taxes (Personal using Home & Business)
Click on Other Tax Situations
Under Other Tax Forms
On File an extension, click on the start button
You can only print and mail the...
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Click on Federal Taxes (Personal using Home & Business)
Click on Other Tax Situations
Under Other Tax Forms
On File an extension, click on the start button
You can only print and mail the Form 4868 extension request using the desktop editions.
If you are paying federal taxes with the extension you can use the IRS payment website to pay the taxes and automatically receive an extension to file - https://www.irs.gov/payments
9 hours ago
Please explain what you mean by "charged twice"--- charged twice for what exactly?
9 hours ago
I owe for federal and will get a little refund for state. I need to with pay later or continue with free version
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9 hours ago
TT Mac Desktop has badly missed the documentation section to record ALL educational expenses for which 529 & ESA contributions may be used by discontinuing the worksheet that enables the entry of roo...
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TT Mac Desktop has badly missed the documentation section to record ALL educational expenses for which 529 & ESA contributions may be used by discontinuing the worksheet that enables the entry of room, board, computers, electronics etc. What are they thinking and how many hours of aggravation have they created for the user community. Was able to manually record these expenses by switching to Forms view in and opening Dependent Wks; Student Info Wks and filling in lines 2-8. Initially the form would be wiped upon saving/closing but that issue seems to have been resolved now.
9 hours ago
Since both you and your spouse are considered resident aliens under the Substantial Presence Test for 2025, you’ll be taxed the same way as U.S. citizens.
In answer to your first question, Marr...
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Since both you and your spouse are considered resident aliens under the Substantial Presence Test for 2025, you’ll be taxed the same way as U.S. citizens.
In answer to your first question, Married Filing Jointly is the best choice to make because it offers a much higher deduction. However, to file jointly, your spouse must have a tax ID. Since she is not eligible for an SSN, she must apply for an ITIN using Form W-7 at the same time you file your return. i will explain the process below.
Because your spouse doesn’t have an SSN and no income, there are a few steps to follow in TurboTax to file your return correctly and get her an ITIN (Individual Taxpayer Identification Number).
Now, here is how to report in TurboTax. Follow these steps in the software:
Personal Info: Select Married Filing Jointly.
Spouse's SSN: TurboTax will insist on a number to let you proceed. Most users enter a "placeholder" like 999-00-9999 just to finish the data entry.
Now complete your return
When you must delete this placeholder or white it out on the printed form before mailing. The SSN box for your spouse should be left blank or say "Applied for ITIN" (though blank is often cleaner).
Finish & Print: Complete your entire return. When you get to the "File" section, choose File by Mail. Print the entire 1040 return and all schedules.
Once you complete your return, this is what you need to mail to the IRS.
Form 1040: Your completed, printed, and signed tax return.
Form W-7: Download this here from the IRS website. Fill it out for your spouse. Under "Reason for applying," check box e (Spouse of U.S. resident alien). Here is another link for the instructions
Identification: You must prove your spouse’s identity and foreign status. A valid Passport is the only document that proves both on its own.
You must send the original passport or a certified copy from the issuing agency (your embassy). Do not send a regular photocopy.
Once prepared, send to:
Internal Revenue Service > ITIN Operation > P.O. Box 149342 > Austin, TX 78714-934
9 hours ago
Try this: State install/e-file update loop: State not installed after installation or TurboTax needs to update prior to e-file