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Ally Bank for me.
To get your annual tip amount from DoorDash for 1099 tax purposes, look for a separate email sent by DoorDash by January 31st, as tips are often reported separately from the main 1099-NEC. If you d... See more...
To get your annual tip amount from DoorDash for 1099 tax purposes, look for a separate email sent by DoorDash by January 31st, as tips are often reported separately from the main 1099-NEC. If you do not receive it, manually calculate your total tips by reviewing weekly earnings in the Dasher app.  
i wont be using turbotax next year. Theyve made it too difficult . csv files, pdf, files. It used to be easy. BYE
It isn't for me. 1099-DIV Box 12 is federally exempt income and I just created a 1099-DIV and put in $100 for box 1a and $85 for box 12. When I look at the Form in the program, it is correct. Next, I... See more...
It isn't for me. 1099-DIV Box 12 is federally exempt income and I just created a 1099-DIV and put in $100 for box 1a and $85 for box 12. When I look at the Form in the program, it is correct. Next, I looked at Sch B and it correctly shows the federal box 1a. The smart worksheet showing the box 12 exemption with the state but it is not included in the federal income. My 1040 shows only the interest from box 1a.   I wonder if other income is pulling in to change your value or something was entered in the wrong spot. You should view  your forms, including all worksheets:   In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now. I will add screenshots of my correct forms so you can compare and look for issues. The 1040 shows:   Sch B   The 1099-DIV  
This Expert info isnt really helpful as its not directly related to the issue we are having.  Hopefully someone from TT will chime in when the APEX Clearing importing issue is expected to be resolved... See more...
This Expert info isnt really helpful as its not directly related to the issue we are having.  Hopefully someone from TT will chime in when the APEX Clearing importing issue is expected to be resolved. 
Well, today (Fri 2/20), when I looked at my rental property asset in TT,  I am no longer getting the message about forms not being available. That's good news. 
@SuzyQ727 wrote:  This is demonstrated in cases where the FMV land-to-building ratio thus, the depreciation ratio, changes over time and with different market conditions. I'm not even going to tr... See more...
@SuzyQ727 wrote:  This is demonstrated in cases where the FMV land-to-building ratio thus, the depreciation ratio, changes over time and with different market conditions. I'm not even going to try doing that, 'cause I'd be the one to get audited. Yes, but the issue there is the change in ratio, where the land becomes more or less valuable over time, would not change the depreciable basis for the building and whatever is depreciable that was built on the land.
Hello, Pls help. I think I made a mistake in my tax year 2024 and paid tax on amount contributed for 2023.   For tax year 2023: I contributed and did backdoor Roth IRA for tax year 2023 ($6490) in... See more...
Hello, Pls help. I think I made a mistake in my tax year 2024 and paid tax on amount contributed for 2023.   For tax year 2023: I contributed and did backdoor Roth IRA for tax year 2023 ($6490) in March 2024. Then, I filed year 2023 and mentioned that amount in form 8606 without having the form 1099-R from broker.     For tax year 2024: I contributed and did backdoor Roth IRA conversion in Sep 2024 ($7001). Now I check my return of 2024 and it looks like the amount from 2023 has been considered taxable. Form 8606 year 2024: line 1 ($7001), line 2 (ZERO), line 3 ($7001), line 5 ($7001), line 13 ($7001), line 15a ($6490), line 15c ($6490). It looks like I have been taxed on ($6490).    I think I should get a refund on that tax I paid for that ($6490), correct? Please help how to amend my return. I think I should amend the return year 2024, correct?   Thanks a lot  
Click on My Info on the left side of the online program screen.  Edit your personal information.  On the screen for entering your Social Security number Uncheck the box labeled Not Valid for Employment
@sixbales wrote: I think there is basis for a massive class action lawsuit against Microsoft, Intuit, et.al., for forcing many people to obtain new equipment to meet the requirements of windows 1... See more...
@sixbales wrote: I think there is basis for a massive class action lawsuit against Microsoft, Intuit, et.al., for forcing many people to obtain new equipment to meet the requirements of windows 11, with no support for windows 10.  You have no damages so a lawsuit would go nowhere. You, and others, could have simply switched to H&R Block for the 2025 tax year which would actually have saved you money as it's much less expensive than TurboTax and it supports the transfer of virtually all prior year tax information from TurboTax. You might wind up owing Intuit money.
The address field that is not working is on line 17d.  The other address fields seem to be working, populating from the Federal worksheet.
If you don't mind,  what bank? I'm curious if it's apex across the board or just specific banks
Since the error returned indicates that  :The year of the 'PrimarySignatureDt' in the Return Header must be equal to the processing year." It seems likely that Turbotax requiring the signature date t... See more...
Since the error returned indicates that  :The year of the 'PrimarySignatureDt' in the Return Header must be equal to the processing year." It seems likely that Turbotax requiring the signature date to be in 2025, although the amended return is being E-filed for process in 2026, is both inaccurate and highly likely to be the cause of th rejection.
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     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 for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    
your own threads now say that mac online doesn't have a forms access