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DawnC

You make up the 5 digit self select pin. Is my Self-Select PIN the same as my IP PIN? What's the difference between the five-digit Self-Select PIN I created last year and my Self-Select PIN this ...

You make up the 5 digit self select pin. Is my Self-Select PIN the same as my IP PIN? What's the difference between the five-digit Self-Select PIN I created last year and my Self-Select PIN this year?

AmyC

Yes, there are different types. Apply online for a payment plan. You should make monthly payments until your plan is approved so you don't go into default when approved. Pay through either Direct Pay...

Yes, there are different types. Apply online for a payment plan. You should make monthly payments until your plan is approved so you don't go into default when approved. Pay through either Direct Pay or your individual online account.

westfab

Tax home says printed and filed 2025 tax return as of Apr 9, 2025. How do I get access to the return so I can purchase audit defense?

mmcorrey

Box 7 Distribution codes show "B" is invalid and should not be used for IRA distribution.

inthebluermr

Federal has been accepted, state reads pending. So hopefully it was sent out again when I corrected the error and refiled.

jmcardle21

Where is box D?

cjd21

we gave two W-2 entered (my wife and I) we both qualify for max retirement savings (31,000) but turbo tax thinks I am overpaying by 31,000. it cannot separate the two W-2 s at the end of the process

debiandtim

We were advised to contribute the max allowable amount to traditional IRA accounts in 2023, and complete a conversion (aka back door Roth IRA). However, in the same tax year, my husband withdrew and ...

We were advised to contribute the max allowable amount to traditional IRA accounts in 2023, and complete a conversion (aka back door Roth IRA). However, in the same tax year, my husband withdrew and rolled over his retirement to a traditional IRA. My understanding is that the IRS considers the retirement accounts as one large pool and converting any portion of the IRA subjects his total to taxes. Our CPA did not catch this in 2023, which is a whole other issue (unless I'm wrong), but it's created a cluster for filing our taxes in 2024 and now 2025. I sent in the amount we owed, but have not been able to file 2024, so I'm actually looking for help on how to report everything. The CPA did not record the portion converted to Roth as excess, but he did report a basis for both of our taxpayer IDs because there were previous years we had contributed to Roth IRAs using after tax dollars, where we didn't document anything because the 5498 comes out way after the filing date. (Yes, this has been a series of missteps and learning opportunities.) Currently, I'm trying to determine what amounts should be entered into the taxable and nontaxable conversions boxes for Roth IRA contributions in tax year 2023. Because we already paid taxes, it seems the full portion that was converted to Roth IRA should be nontaxable. I'm tripping up on the 'excess contributions' amount. We didn't contribute more to the Roth than was allowed for that year, and amount we rolled over from the 401k still lives in the traditional IRA. Can someone confirm whether I am on the right track? Also, what's the best way to resolve all of the past tax years - start with an amended 2023 return, then file 2024 and 2025?

spsrideaux

I need help computing the cost of the improvements I did to the property. What can I include?

VictoriaD75

Try entering "0" for the AGI and refile. How do I fix e-file reject IND-031-04 or IND-032-04? @pjoprea

SharonD007

Form 1095-A is provided to you when you have health insurance through a health care exchange (The Marketplace). The information is entered on your tax return to reconcile tax credit payments and clai...

Form 1095-A is provided to you when you have health insurance through a health care exchange (The Marketplace). The information is entered on your tax return to reconcile tax credit payments and claim any premium tax credits that may be due to you. Form 1095-B is issued to members of health insurance plans as verification of Minimum Essential Coverage (MEC). You do not have to enter the information on your tax return, but some states may ask if you have Minimum Essential Coverage which this form verifies the time that you had the coverage. Form 1095-C is issued to employees for employer-provided health insurance offer and coverage, shows the coverage that is offered to you by your employer. For additional information, please review the TurboTax article What are 1095 Tax Forms for Health Care? And IRS FAQs about Health Care forms. If you received Form 1095-A, you will need to enter it on your tax return. Refer to the TurboTax Help article Where do I enter my 1095-A? for navigation instructions.

DawnC

Your refund? When will I get my federal tax refund? First, you can check your e-file status. It’ll either be pending, accepted, or rejected. If it's been accepted, track your refund ...

Your refund? When will I get my federal tax refund? First, you can check your e-file status. It’ll either be pending, accepted, or rejected. If it's been accepted, track your refund at the IRS Where's My Refund? site. You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status. You'll find this on the first screen after you sign in to TurboTax. If you mailed your return, wait 4 weeks after mailing your return before using the tool. If it's rejected, fix your return and file it again. If it's pending, wait until your return is accepted. If it's been more than 21 days since your e-filed return was accepted, you can call the IRS to check on your refund status. Once the IRS has accepted your return, TurboTax can’t provide updates on where your refund is at. Go here to track your state refund.

Hal_Al

In the personal info section. You will be asked if you CAN be claimed as a dependent. If you answer yes, you will then be asked if you will be claimed. Answer no. There's a new urban myth amo...

In the personal info section. You will be asked if you CAN be claimed as a dependent. If you answer yes, you will then be asked if you will be claimed. Answer no. There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit. .Reference: Line 7 instructions for form 8863. Here's a post on the five main points on form 1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114

catrowan69

LindaS5247

To list SSDI income in TurboTax, enter the information from your Form SSA-1099 in the "Wages & Income" section sing the steps listed below: You can get to the screens in TurboTax to enter your ...

To list SSDI income in TurboTax, enter the information from your Form SSA-1099 in the "Wages & Income" section sing the steps listed below: You can get to the screens in TurboTax to enter your Form SSA-1099 as follows: Click on "Search" at the top right of your TurboTax screen Type "Form 1099-SSA" in the search bar Click on the link that says "Jump to Form SSA-1099" Your screen will say, "Tell me about the benefits you received" Your screen will ask Did you receive Social Security or RRB in 2025? Answer yes. Your next screen will say Tell us about the benefits you received. Check the SSA-1099 box Enter your information into the appropriate bioxes and Continue Continue through all of the follow-up screens and answer all questions regarding your SSDI. See Also: Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? Please return to Community if you have any additional information or questions and we would be happy to help.

LeticiaF1

In your situation, you must include an IP PIN for your daughter. Per the IRS, if your daughter is under 18 or cannot setup an ID.me account you can submit Form 15227, Application for an Identity P...

In your situation, you must include an IP PIN for your daughter. Per the IRS, if your daughter is under 18 or cannot setup an ID.me account you can submit Form 15227, Application for an Identity Protection Personal Identification Number online. The phone number provided on the form will be used to contact you to verify your identity before an IP PIN can be issued. Once you get it, see the steps below to enter it on your return: Open your return Go to IP PIN On the Identity Protection PIN screen, answer Yes. Select Add and enter your IP PIN in the space provided. Select Continue, then select Done.

AmyC

My first guess is the state review and your state section on the w2G has something entered but not enough. All state fields blank or filled is best. Double check your type of wager. Sometimes feder...

My first guess is the state review and your state section on the w2G has something entered but not enough. All state fields blank or filled is best. Double check your type of wager. Sometimes federal tax is withheld that doesn't match up. Double check the payer ID is xx-xxxxxxx. Any extra spaces or characters can cause trouble. If none of that helps, tell us the issue. What does the review ask? What is it showing you? What box is highlighted on the form? Is this for federal or state? Which state? If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date. Pay through either Direct Pay or your individual online account. See if you need to file a state extension.

pshun7

I'd like to make a minimum down payment. Afterwards, monthly installments will follow until the debt is paid off.

DavidD66

To file an extension, go to: TurboTax® File 2025 Extension | Easy Tax Extension Filing

Mark-D

It didn’t work for me and I was using desktop (2025)

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Re: I don't have a PIN number to e-file

Re: Is the equal monthly payment option available?

if I am locked out of my 2025 tax return, how can I get access to it?

Receiving an error message on 1099-R code, how do I correct?

Re: If I resent my fixed return, did my state return get sent out again too?

I can't find box D. Where is it?

turbo tax is not separating my wifes and my retirement resulting in an error

Need assistance with reporting Roth/Trad IRA contributions over multiple years

If I borrowed from my 401K to pay for the home improvements so the property could be rented, can I claim the amount I borrowed?

Re: My husband and I filed jointly last year but the IRS rejected his AGI. Mine was accepted. Wou...

Re: When e-filing, received rejection due to potentially needing a 1095, but I am not sure if it ...

Re: Why is my tax return not received yet if it said it would be here April 15th

Re: Where do I indicate that I am not a dependent so I may deduct a 1098-T on my return?

roth ira contribution for 2025 was $8000 but it saying its an excess of $8000

Re: how do i list SSDI income

Re: Our returns were rejected because I filed our daughter's incorrectly. I've corrected hers and...

Re: Can someone help me with entering a W-2G?

Is the equal monthly payment option available?

Re: Where is Form 4868 on TurboTax?

Re: How to alphabetize list of charities?

Do you have a TurboTax Online account?

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