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Yes, TurboTax can send the necessary paperwork to the IRS, but there are a few important details about how the "approval" process actually works.   When you file your taxes and indicate that you cannot pay the full amount, TurboTax will help you include Form 9465 (Installment Agreement Request) with your return.   It is important to know that the IRS doesn't typically give "pre-approval." Instead, the process looks like this:   Submission: TurboTax sends your tax return along with your payment plan request.  If you owe $10,000 or less (excluding penalties and interest), the IRS is generally required to accept your plan as long as you’ve filed on time for the last 5 years and can pay it off within 3 years.  If you owe between $10,000 and $50,000, you can usually get a "streamlined" agreement that doesn't require a deep dive into your finances. Even though you've sent the request, the IRS may take 30 to 90 days to formally process it. They will send you a confirmation letter (Notice CP521 or CP523) in the mail once it is officially active. To apply, and if you haven't submitted your return, follow these steps to submit.   Navigate to the File tab.  On the screen that asks "How would you like to pay your federal taxes?", select "Request an IRS payment plan." TurboTax will then walk you through the questions for Form 9465. Once finished, your request will be attached to your return and sent to the IRS electronically.      

I may be wrong about this because I can't find a definitive answer in pub 590 on recharacterizations.  Please correct me if I'm wrong but I think there needs to be an explanation on recharacterizations and conversions that the main difference that I can find is that a back door roth is used for those people who cannot contribute to a Roth due to income limits.  A recharacterization is only for those instances where you meet the income limits but decide before Apr15 that you want to move it to one or the other.  A conversion is required If you're trying to do a back door roth, and is subject to 6% tax plus 10% penalty if under age 59.5.  Am I right?

Thank you for the answer, everything you explained is exactly what I’m trying to do, but it doesn’t seem to be possible in the online version. The military pay subtraction does appear on the Michigan return under "Income/Military Pay Adjustment" section, but ONLY when both spouses are marked as full-year residents. As soon as I change the non–active-duty spouse to part-year or nonresident, that subtraction option disappears from the income section, even when keeping the military member as full-year. The Premium Online version doesn’t allow direct form editing, so it seems like I can’t use this version, which is frustrating, since it’s the free option for military members.

If you didn't choose Pay with my Refund, it's probably because the IRS has made an adjustment to the refund.  This can happen: If there was a miscalculation of credits  Or a refund offset for money owed for (child support, student loans) You will be getting a letter in the mail explaining the reason.  

It depends. Since your ordinary business income is negative, you have no "passive income" to trigger the credit. But because the box is checked, the software is likely treating the credit as an Active Business Credit that should go straight to Form 3800. However, since you have no tax liability (due to the losses), the credit can't be used and should be carried forward.   If the checkbox is on and 8582-CR is gone, check these three locations in your tax software:   Form 3800, Part III: Look for the specific credit code. Even if it’s not "allowed" this year, it should be listed here.  General Business Credit Carryforward Worksheet: TurboTax generates a specific worksheet showing the credit was generated but "unallowed due to 0 tax liability," moving it to a carryover schedule.  Schedule K-1 (Form 1065/1120-S) Basis/At-Risk Worksheets: If this is a pass-through entity, the credit might be sitting on the "Shareholder/Partner Credit Limitation" worksheet, waiting for you to have enough tax liability to "unlock" it. Now you may ask, why does the checkbox hide form 8582-CR?    With the box UNCHECKED: TurboTax treats the rental as a standard Passive Activity. It generates Form 8582-CR to see if you have any passive income to "unlock" the credit. Since you have no passive income, the form shows the credit is suspended.  With the box CHECKED: TurboTax recognizes this as Self-Rental. Since self-rental income is "Non-Passive," the software often assumes the activity is no longer subject to the Passive Activity Credit limits (8582-CR).  The Problem: Because you have a loss (negative business income), there is no tax liability to offset. The software effectively moves the credit from the "Passive Credit" bucket (8582-CR) to the "General Business Credit Carryforward"  (3800/Worksheet). To verify if the carryover is reported on your Form 3800, look 0n line 6 or line 38 to see if it is recorded on that form.  

I use the website. I have tried clearing my cache and cookies on 2 different browsers (safari and chrome) and it doesn't work on either. I've never had to file a NH return before because we don't have state income taxes and aren't taxed on interest or dividends as of 1-1-25, so I don't even have anything to claim. After I put in my state, I didn't have to put in any other information. 

 use the website. I have tried clearing my cache and cookies on 2 different browsers (safari and chrome) and it doesn't work on either. I've never had to file a NH return before because we don't have state income taxes and aren't taxed on interest or dividends as of 1-1-25, so I don't even have anything to claim. After I put in my state, I didn't have to put in any other information. 

Depreciation expense is not easy to gauge.   Depreciation expense is computed within the rental activity.  You enter only the original purchase amount and the software computes the depreciation expense for the current year and subsequent years.

Un retraso de dos días después de la fecha estimada (14) es común. Las causas principales incluyen procesamiento bancario (hasta 5 días hábiles), errores en la declaración, verificación de identidad o deudas pendientes. Utiliza la herramienta oficial del IRS ¿Dónde está mi reembolso? para verificar el estado actual.

Si tu LLC no ha comenzado operaciones en 2025, generalmente no reportas ingresos ni gastos de negocio ese año en tu declaración federal. Para tu LLC: 1. No reportes ingresos ni deducciones relacionadas al negocio si no hay actividad. 2. Si es una LLC de un solo miembro y es una entidad ignorada para impuestos, no reportas actividad comercial en Schedule C. 3. Si es una LLC con varios miembros, y no hubo actividad, normalmente no presentas Formulario 1065, pero verifica si tu estado requiere alguna presentación. Es importante mantener documentos que evidencien que el negocio no operó ese año. Esto ayuda si el IRS pregunta más tarde.

If you are married you cannot file as single. If entering NRA did not work did  you put a check mark in the box that says My spouse is a Non-Resident alien in the My info section. When you get to the end and try to transmit the return, ignore the e-file errors regarding your NRA spouse and select transmit your return. If that does not work you will need to print and mail your return and write NRA (Non Resident Alien) in the space for her SSN. When you print your return, the instructions for mailing your return will be printed on the cover sheet of your return.       If your spouse chooses to be treated as an US Citizen for tax purposes, and you want to file as Married Filing Joint, you would need to include their income on your return. If you choose filing jointly, and they do not already have a SSN or ITIN, you will need to print and mail your return along with the W-7 and any other required documents to IRS ITIN Operation P.O. Box 149342 Austin, TX 78714-9342   The benefit to filing as Married Filing Jointly with a spouse that has no income is that your standard deduction is increased to $31,500 instead of $15,750 and you are not excluded from several of the credits.  So depending on your current tax situation and his worldwide income, it may benefit you to include him on your return.   Married Filing Joint versus Separate   If you are maintaining a household for a qualified dependent, and you do not choose to treat your non resident alien spouse as a resident alien, you may be able to file as head of household and then you would not need to include him on your return.  To qualify, you have to meet certain criteria. To file as Head of Household, you have to: Pay for more than half of the expenses for a qualifying household Be considered unmarried on the last day of the tax year or if married not have lived with your spouse at all for the last 6 months of the year Have a qualifying child or dependent

Los errores comunes en las declaraciones de impuestos federales incluyen números de Seguro Social incorrectos, estado civil incorrecto, errores en la información de dependientes, ingresos mal reportados y cálculos erróneos de deducciones o créditos. Para corregir estos errores en TurboTax Online: 1. Verifica tu información personal: Asegúrate de que tu número de Seguro Social, nombres y direcciones estén correctos. 2. Revisa tu estado civil para efectos de la declaración: Confirma que seleccionaste el estado correcto. 3. Revisa a tus dependientes: Asegúrate de que la información y calificación de los dependientes sean correctas. 4. Corrige ingresos: Introduce tus ingresos exactamente como aparecen en tus formularios W-2 y 1099. 5. Verifica tus deducciones y créditos: Confirma que los cálculos sean correctos y que estén incluidos los formularios necesarios. 6. Utiliza la función de revisión de errores de TurboTax: Tiene herramientas que detectan errores comunes antes de presentar. Hacer estas correcciones dentro de TurboTax preparará tu declaración federal para su presentación.

Yes, especially for mystery shopping trips involving meals.  Do not enter those as a meal expense under Schedule C because they will only be deducted up to 50%.     The best place would be under Miscellaneous Expenses where you can enter your own description and amount.  You could enter something like 'out of pocket mystery shop expense' and the amount.  Be sure to keep detailed records for your own information to track the total amount that you enter.   @Regal23 

While entering your 1099-R, scroll to the bottom of the page. There are 2 rows of 4 boxes. Box 14 - State tax withheld Box 15 - State Box 15 - State number Box 16 - State distribution The second Box [Box 15 - State] has a down arrow. Click this arrow to get a drop down with all of the states. Select California from the list.  

You would enter this in as an "other adjustment" in the Arizona state section of the return. What this will do is add $168 of taxable income to your Arizona return but will not impact your federal return.    @Wedding5500