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yesterday
Excellent news. Thanks for your response and I look forward to seeing this issue resolved satisfactorily.
yesterday
1) Were you covered by a Deductible Health Plan for every month of 2025?
2) Did you have any other full medical insurance coverage under a plan that was not an HDHP (speciality insurance like for ...
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1) Were you covered by a Deductible Health Plan for every month of 2025?
2) Did you have any other full medical insurance coverage under a plan that was not an HDHP (speciality insurance like for certain diseases, vision coverage and dental coverage don't count.
3) Were you covered by Medicare? There may be a 6-month lookback. You are not qualified to have an HDHP for months covered by Medicare.
4) Were you covered by a Flexible Savings Account? your ineligible to have an HSA.
if you can't find the reason here, you'll need to contact support to review your return to identify the issue. This forum has no access
yesterday
If you obtain health insurance through your employer, you have to cancel your Marketplace policy. If you do not cancel, you are not eligible for the premium tax credit for the months you are covered ...
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If you obtain health insurance through your employer, you have to cancel your Marketplace policy. If you do not cancel, you are not eligible for the premium tax credit for the months you are covered by your employer's health policy.
yesterday
I too have the same issue. What can we do short of mailing them in.
yesterday
As this is a reimbursement of money that you have disbursed for the estate, it is not income for you and you do not have to report it on your tax return.
yesterday
Yes, you are correct. Count the taxable wages (less the pension and health insurance tax free amounts).
Deductions are listed on page 4, Form W-4P (use the link to review and then enter the appr...
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Yes, you are correct. Count the taxable wages (less the pension and health insurance tax free amounts).
Deductions are listed on page 4, Form W-4P (use the link to review and then enter the appropriate amount
It includes things that will be new for 2026, cash contributions without itemizing for example (line 13), included with your standard deduction.
@W4phelpisneeded
yesterday
Correct, zero income from the fellowship taxable to NJ. verify your NJ forms do not include the income. Well done!
yesterday
zip code correction: 55113
yesterday
2 Cheers
Had same problem. Exited tt2025, reopened 2024 return in tt2024, ran software updates, closed tt2024, restarted tt2025 and it worked.
yesterday
The TurboTax "At-Risk Allocation Worksheet" regarding Schedule K-1 (Form 1065 or 1120-S) calculates deductible losses when your investment is not fully at-risk. It limits loss deductions to the amou...
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The TurboTax "At-Risk Allocation Worksheet" regarding Schedule K-1 (Form 1065 or 1120-S) calculates deductible losses when your investment is not fully at-risk. It limits loss deductions to the amount you are personally liable for, typically activated by checking the "I have at-risk loss" or "some investment is not at-risk" box.
Your at-risk amount usually includes cash contributed, adjusted basis of property, and debt you are personally liable for, decreased by distributions and previous losses. Losses exceeding your at-risk amount are suspended and carried forward to future years.
Here's more info on how to enter Carryover of K-1 Disallowed Loss in TurboTax.
@superduper1967
yesterday
Hi, thank you for hosting this event. This is my first time dealing with a K-1, and I’m not fully confident that I entered everything correctly in TurboTax. It’s an IEP/PTP K-1, and I’m especially un...
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Hi, thank you for hosting this event. This is my first time dealing with a K-1, and I’m not fully confident that I entered everything correctly in TurboTax. It’s an IEP/PTP K-1, and I’m especially unsure about the Box 20 statement details, the 199A (QBI) information, and the sale/disposition entries. Could someone please help take a look and let me know if I’m handling this correctly? I would really appreciate your help. Thank you!
yesterday
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...
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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.
As for getting your income documents----seek W-2's from the employers. Call them, text them, email them, snail mail them, or drop in and ask----W-2's come from employers.
There are many kinds of 1099's that show various kinds of income. A 1099NEC is typically issued by an individual or business for whom you performed work as an independent contractor, so seek a copy from them if you did not save yours. Many of the other types of 1099's are issued by banks, brokerages and other financial institutions from which you can seek copies.
yesterday
I am filing a claim today in Conciliation Court in the amount of $638. The claim is being sent by certified mail to the Intuits registered agent in Minnesota at the following address: 2780 Snelling...
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I am filing a claim today in Conciliation Court in the amount of $638. The claim is being sent by certified mail to the Intuits registered agent in Minnesota at the following address: 2780 Snelling Ave N, Suite 101, Roseville, MN 5513.I\ In addition I will be filing an online complaint with the Minnesota Better Business Bureau. I will be identifying you as the Intuit person.
yesterday
Your spouse's enrollment status error - not on 1098-T - putting pieces together - I wonder if you have a1099-Q but not claiming the student.
If you have a 1099-Q that was used for eligible expenses...
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Your spouse's enrollment status error - not on 1098-T - putting pieces together - I wonder if you have a1099-Q but not claiming the student.
If you have a 1099-Q that was used for eligible expenses, room and board, tuition, etc. it should not be entered according to IRS Publication 970, Tax Benefits for Education.
A 1098-T is only entered when you are claiming the dependent and they would be on your return. You need to clarify your situation for additional help.
yesterday
I paid for my late mother's funeral expenses out of pocket and sought reimbursement for those expenses via the Estate of hers, recently received such reimbursement, am wondering if this reimbursement...
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I paid for my late mother's funeral expenses out of pocket and sought reimbursement for those expenses via the Estate of hers, recently received such reimbursement, am wondering if this reimbursement is something I have to report on my personal tax return NEXT year?
yesterday
It depends on how you get paid. If you're an independent contractor, and work for your own business, you can deduct expenses, If you work in the system and get paid wages, or a salary, you can not...
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It depends on how you get paid. If you're an independent contractor, and work for your own business, you can deduct expenses, If you work in the system and get paid wages, or a salary, you can not, however.
yesterday
I had HDHP all year. Any assistance would be greatly appreciated.
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yesterday
It depends on where you are trying to enter this. Use the link below for additional details and information.
Can I e-file with a foreign address?
Under State of Residence be sure to sele...
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It depends on where you are trying to enter this. Use the link below for additional details and information.
Can I e-file with a foreign address?
Under State of Residence be sure to select 'Foreign or US Territory' in the Personal Info section
This will allow you to enter your zip code with letters
yesterday
I need to have help accessing my income records
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